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Deep Dive | October 1, 2020 Premium

2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. 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. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

Store Tracker | September 23, 2020 Premium

US Store Closures: Where Are Department Stores Closing?

The Covid-19 crisis has significantly impacted the US department store sector. We offer a state-wise depiction of the locations of over 1,300 store closures. We present maps of confirmed store closures by the major department stores that have filed for Chapter 11 bankruptcy this year—including JCPenney, Stage Stores and Stein Mart—as well as by other companies such as Macy’s and Nordstrom.

Store Tracker | September 9, 2020 Premium

US Store Closures: More Retailers Shift to E-Commerce at the Expense of Stores

US retailers have had to rapidly adjust to the jump in online sales amid the Covid-19 pandemic. We discuss how retailers are rethinking their brick-and-mortar store presence over the longer term as a result of this refocus—covering store closures and the role of the physical store in omnichannel operations.

Event Coverage | August 26, 2020

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Open for Business with Conor Flynn, Kimco Realty: The Future of Retail Real Estate

As part of our Open for Business webinar series, Coresight Research hosted Conor Flynn, CEO of Kimco Realty, to discuss how the REIT is working with tenants at its shopping centers to adapt to the transformed physical retail landscape. We present key insights into the future of retail real estate across three topics: resourceful use of space, tenants as partners and shifting store structures.

Insight Report | August 25, 2020 Premium

US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall Consolidation

Considering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail.

Store Tracker | August 18, 2020 Premium

US Store Closures: Retailers Refocus on Product over Experiences, Driving Up Closures

As one result of the “mask economy” due to Covid-19, retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. We discuss how this shift is leading to retail store closures in the US, as well as its impact on e-commerce fulfillment and the implications for retailers and real estate firms.

Store Tracker | August 11, 2020 Premium

US Store Closures: Apparel Sector Accelerates Toward Record Number of Store Closures

Store closures are continuing to mount across various discretionary sectors in the US retail industry against the backdrop of Covid-19—with the apparel sector having seen a high number of permanent closures and bankruptcies so far in 2020. We provide an overview of these developments and discuss the outlook for the sector over the remainder of the year.

Event Coverage | August 5, 2020

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Exploring Covid-19 Recovery with Ethan Chernofsky, Placer.ai: A Retail Turning Point or a Return to Status Quo?

Coresight Research hosted Ethan Chernofsky, VP of Marketing at Placer.ai, in a webinar to discuss the future of US retail and the impacts of the Covid-19 crisis. We present an edited transcript from this webinar, which offers insights into the return of traffic to malls, mission-driven shopping and channel innovation in grocery, and retailers’ market positioning in the changing landscapes of different sectors.

Insight Report | August 4, 2020 Premium

Retail Reimagined: Making the Store Experience Frictionless

As part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss how retailers are removing friction from the shopping process by adopting technologies that support seamless and integrated in-store experiences—including self-guided scanning and augmented and virtual reality technology.

Insight Report | August 4, 2020 Premium

US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall Owners

Store closures are continuing to mount across various discretionary sectors in the US retail industry—with the rise in department store closures and bankruptcies a particular cause for concern for mall owners. We provide an overview of announced department store closures and bankruptcy filings and discuss the implications for mall owners and the retail industry as a whole.

Event Coverage | July 31, 2020

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Coresight Research x Bloomberg Intelligence: The Future of Retail, Supply Chains and Retail Real Estate

Coresight Research and Bloomberg Intelligence hosted a series of virtual panel discussions on July 28, 2020, in which industry leaders and company executives explored the future of retail, the supply chain and retail real estate in the new normal, post Covid-19. We present key highlights from the digital event.

Store Tracker | July 28, 2020 Premium

US Retail Bankruptcies: Store Closures Set To Spike amid Acceleration in Bankruptcy Filings

In the wake of the coronavirus crisis, a number of US retailers have filed for bankruptcy. We outline recent developments and their implications for the retail industry, as well as our expectations for the acceleration of bankruptcy filings and store closures through the remainder of the year.

Insight Report | July 23, 2020 Premium

REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling Retailers

Amid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers.

Insight Report | July 21, 2020 Premium

US Food-Service Closures: Spike in Closures Pile on the Pain for Landlords

In the wake of the coronavirus crisis, the outlook for landlords, mall owners and REITs could be worse than our estimates for retail store closures suggest, as US food-service businesses announce closures and bankruptcies. We outline recent developments and their implications for the retail industry.

Insight Report | July 9, 2020 Premium

Retail M&A Deals Unravel in the Wake of the Coronavirus Crisis

We are seeing a slew of companies reassess M&A deals in the context of Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We explore the recent breakdown of such deals across a number of retail sectors—including retail real estate, luxury, apparel and grocery.