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Deep Dive | July 8, 2020 Premium

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.

Store Tracker | July 3, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft 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 Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK.

Deep Dive | June 30, 2020 Premium

America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation

As US states relax stay-at-home restrictions, several property owners are reopening malls in a phased manner. In this report—the second in our America’s Changing Shopping Centers series—we discuss the challenges that the coronavirus crisis has created for shopping malls through 2020 and beyond.

Deep Dive | June 24, 2020 Premium

Retail Innovators: REITs

The Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five disruptors in the REITs sector that are offering innovative data and technology solutions to real-estate owners. We also highlight the ways in which some REITs in the US are introducing innovation, such as by adding entertainment to properties.

Store Tracker | May 1, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap Inc. and JCPenney in the US and Animal, Debenhams and John Lewis in the UK.

Event Coverage | April 22, 2020

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Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and Beyond

As part of our Open for Business webinar series, we hosted supply chain expert Jeff Brown. We present the transcript from this webinar, in which Brown offered insights into the supply chain challenges and the shape of demand during the current coronavirus pandemic.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Deep Dive | March 18, 2020 Premium

America’s Changing Shopping Centers: Part 1—Where the Mall Stands Now

The first report in our series America’s Changing Shopping Centers offers a data-rich exploration of where malls stand now. In particular, we look at how the rationalization of mall space has lagged store closures, suggesting a correction could be overdue.

Flash Report | February 12, 2020

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Simon Property Group To Acquire Taubman Centers for $3.6 Billion

On February 10, 2019, Simon Property Group announced plans to acquire 80% of Taubman Realty in a deal valued at approximately $3.6 billion. Simon clearly sees value in Taubman: At $52.50 per share in cash, the deal represents a 51% premium to Taubman’s closing price on February 7.

Insight Report | December 23, 2019 Premium

Holiday 2019: Global Holiday Cities—New York City

New York retailers have long set the standard for holiday-themed events, and this year is no exception. Coresight Research visited some of New York City’s newer, more innovative shopping centers along with some of the must-sees.

Deep Dive | December 17, 2019 Premium

3Q19 US Earnings Season Wrap-Up

Third-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery.

Event Coverage | December 13, 2019

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ICSC New York Deal Making 2019 Wrap-Up

ICSC New York Deal Making 2019 highlighted the reinvention of physical retail, which is being driven by innovations in the use of space, the proliferation of omnichannel shoppers and a widespread focus on sustainability. A number of technologies are being implemented by retailers to undertake a transition from a profits-first approach to a consumer-centric operational model.

Event Coverage | December 12, 2019

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Insights from ICSC New York Deal Making 2019

The Coresight Research team is attending ICSC New York Deal Making 2019 from December 10 to 12 in New York City. Key insights from the conference include the importance of experiential retail, the growth of “Buy Online, Pick Up in Store” services and the impact of value-for-money concepts on outlet centres.

Insight Report | December 5, 2019 Premium

The Shopping Center in 2020: Mitigating the Impact of Store Closures

As we head toward 2020, we see new opportunities for US shopping centers, impacted by 2019’s wave of store closures. We explore the future of malls by considering a number of key topics, including the slowdown in apparel and increasing consumer demand for entertainment and experiences.

Event Coverage | December 2, 2019

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ICSC Research Connections: Experiences, Services, Fun and Commerce Too!

On October 27–29, Coresight Research attended attended and presented at ICSC’s Research Connections conference in Florida. Our key insights from the event include the heightened consumer expectation for experiences, an increasing focus on sustainability for retailers and shopping-center developers and the synergistic effect of online and physical retail.