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Store Tracker | February 4, 2021 Premium

US Store Tracker Extra, January 2021: Major US Retailers Announce 24 Million Square Feet of Closed Retail Space in 2021

In Coresight Research’s new US Store Tracker Extra monthly series, we offer insight into retailers’ store closure and opening announcements on a monthly basis—supplementing our Weekly US and UK Store Openings and Closures Tracker report. We include retailer-level details on closures and openings as a percentage of total store base as well as square-footage impact. This report also offers a comparison between year-to-date announced closures and openings at the end of each month in 2021 versus the comparable period in 2020.

Store Tracker | January 29, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 4: Francesca’s To Close 276 Stores Following Bankruptcy Sale

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, American Eagle Outfitters, Conn’s HomePlus, Costco, Francesca’s, Godiva and L’Occitane in the US and Frasers Group and JYSK in the UK.

Store Tracker | January 21, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 3: Citi Trends To Open 100 Stores by 2023

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Barneys at Saks, Citi trends, Christopher & Banks, Conn’s HomePlus and Macy’s in the US and Arcadia Group and Edinburgh Woollen Mill Group in the UK.

Store Tracker | January 15, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 2: Family Video To Close All 250 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Bed Bath & Beyond, Family Video, IKEA and Loves Furniture in the US and B&M, Debenhams and Marks & Spencer in the UK.

Store Tracker | January 8, 2021 Premium

Weekly US and UK Store Openings and Closures Tracker 2021, Week 1: Macy’s To Close 45 Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Charming Charlie and Macy’s in the US and Arcadia Group in the UK.

Deep Dive | January 4, 2021 Premium

2021 Retail and Technology Outlook

Against the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US.

Deep Dive | December 23, 2020 Premium

3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum

We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.

Insight Report | December 15, 2020 Premium

Livestreaming from Malls: An Innovative Way To Attract Shoppers

Once popular meeting hubs, malls have faced challenges from the rise in e-commerce and declining foot traffic in recent years. With Covid-19 representing another blow to mall ecosystems, it is important for mall operators to find new ways to engage with consumers. We discuss how livestreaming can be a useful tool for malls in attracting shoppers.

Insight Report | December 14, 2020 Premium

Retail-Tech Landscape: Retail Real Estate

We have observed an increasing number of startups focusing on retail real estate to forge new partnerships and help mall operators cope with the pressures caused by the Covid-19 pandemic. This Retail-Tech Landscape comprises selected startups globally that we believe have the potential to help mall operators stay relevant amid the Covid-19 crisis and reach their customers in a more efficient way.

Deep Dive | December 8, 2020 Premium

Six Ways Covid-19 Will Continue To Impact US Retailers and Consumers

Coronavirus vaccines are now in production, and there are indications that the US economy is on the road to recovery from the global pandemic. We analyze six ways in which pandemic-driven changes to the economy, retail and consumer behavior will affect the US retail industry moving forward. These include impacts related to unemployment rates and changed business operations—such as work-from-home practices and reduced travel—and the outlook for the service industry.

Deep Dive | December 1, 2020 Premium

America’s Changing Shopping Centers: Part 3—Malls Seek To Adapt as Pandemic Expedites Retail Shakeup

As malls grapple with the repercussions of the Covid-19 pandemic—including a rise in e-commerce, retail bankruptcies and the threat of declining foot traffic—mall owners are finding new ways to compete for consumer’s attention and retail spending. In this report—the third and final in our America’s Changing Shopping Centers series—we discuss the steps taken by mall operators to future-proof their centers amid the changing retail landscape.

Store Tracker | November 6, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 45: Pet Valu To Close All US Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 7-Eleven, Nordstrom and Pet Valu in the US and Shoe Zone in the UK.

Flash Report | November 4, 2020

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Two REITs—CBL and Pennsylvania Real Estate Investment Trust—File for Bankruptcy Protection

In this free report, we discuss recent bankruptcy protection filings from two REITS—CBL and Pennsylvania Real Estate Investment Trust, with both filings representing voluntary moves intended to trigger agreements reached with their respective creditors.

Flash Report | October 26, 2020

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Introducing the New Coresight 100: The Companies Reinventing Retail

With 2020 having accelerated the pace of change in retail, we have re-evaluated the Coresight 100, our focus list of the top 100 of the largest and most influential companies in the global retail ecosystem. We introduce the new list of the top companies to watch, which spans eight sectors and now includes select innovators and private companies.

Market Outlook | October 6, 2020 Premium

Market Outlook: US Retail REITs—Recovery Under Pressure

In this Market Outlook, we explore the recovery of the US retail REITs (real estate investment trusts) sector in a coronavirus-impacted retail environment. We analyze data on the sector’s size and competitive landscape and consider the impact of store closures on retail REITs. This report also discusses a number of key themes in the market—including rent collection, store closures and tenant-landlord relationships.