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Retail Reimagined: Rethinking Product Creation To Drive Consumer Demand—Collaboration and Customization

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss the rise of brands and retailers leveraging customization and collaboration as innovative product creation strategies. We consider recent examples of these trends in China and the US, as well as implications for brands, retailers and technology vendors.

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Earnings Insights 2Q20, Week 1: Retailers’ Path to Recovery Is Being Led by Digital Business

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended August 9 and earlier, including Amazon, Capri Holdings, CVS Health and VF Corporation.

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Retail Robustness Index: August 2020 Update—Higher Scores Due to Increases in Store Reopenings

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The August update updates the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in July.

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1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact

First-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.

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Retail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment

Coresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update.

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