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US Store Closures 2020 Outlook: Covid-19 Update—Prolonged Impact Set To Drive Up Closures

This report assesses the outlook for physical retail over the remainder of 2020—updating our previous expectations in light of the escalating impact of the coronavirus crisis. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also update our prediction for the total number of closures we expect to see in the US in the full-year 2020.

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Coresight Conversations: Retail Legend and Turnaround Specialist Michael Appel Discusses How Liquidity Preservation Is Key to a Business Turnaround

As part of our Coresight Conversations: Legends in Retail webinar series, we hosted retail legend and business turnaround specialist Michael Appel. We present the transcript from this webinar, in which Appel shared his five-pronged strategy for how retailers can survive the current coronavirus crisis and look ahead to the future—with emphasis on the key pillars of technology and liquidity.

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Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support Gains

In this Market Overview, we explore the current retail e-commerce market and its future outlook, with a focus on China and the US. We consider the competitive landscape and the impact of the ongoing coronavirus pandemic. This report also discusses a number of key themes in the market, including new physical store formats, social commerce and private labels.

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Market Overview: Luxury—Taking a Back Seat to the Global Pandemic

In this market overview, we explore the personal luxury goods market landscape and consider the top 20 companies and top 15 brands in the global market by revenue. We discuss the impact of the ongoing coronavirus pandemic on both supply and demand in the luxury industry, as well as considering the importance of China’s luxury shoppers in today’s environment.

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US Easter Retail Preview 2020: Retailers Must Offer Optimism and Seize the Few Opportunities amid Coronavirus Crisis

With Easter just around the corner, we assess the planned spending of US consumers on the holiday this year amid the coronavirus crisis. We consider the outlook for retail this Easter in light of current shopping trends and propose actions that retailers could take to engage with consumers over the holiday—both to drive sales in the short term and to build stronger customer relationships for long-term gains.

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4Q19 US Retail Inventory Tracker: Higher Inventory Turnover Due to Solid Holiday Sales and Disciplined Approaches

In our quarterly US Retail Inventory Tracker reports, we analyze inventory trends among those US retailers listed in the Coresight 100. We look at the inventory levels of various retailers in 4Q19 and assess why levels may have changed from the year-ago period. The coronavirus crisis means 4Q trends will not be an accurate guide to 2020, but those retailers heading into the storm with cleaner stock levels will enjoy an advantage over more heavily stocked rivals.

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