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Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

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 Databank Members

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 Navigators/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.

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 Databank Members

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 Databank Members

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 Databank Members

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 Databank Members

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.