August 11, 2020 Store Tracker Databank Members US Store Closures: Apparel Sector Accelerates Toward Record Number of Store ClosuresStore 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.
August 5, 2020 Event Coverage Register for Free Access 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.
August 4, 2020 Insight Report Premium Retail Reimagined: Making the Store Experience FrictionlessAs 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.
August 4, 2020 Insight Report Premium US Store Closures: Department Store Closures Exacerbate Challenges Faced by Mall OwnersStore 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.
July 31, 2020 Event Coverage Register for Free Access Coresight Research x Bloomberg Intelligence: The Future of Retail, Supply Chains and Retail Real EstateCoresight 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.
July 28, 2020 Store Tracker Databank Members US Retail Bankruptcies: Store Closures Set To Spike amid Acceleration in Bankruptcy FilingsIn 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.
July 23, 2020 Insight Report Premium REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling RetailersAmid 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.
July 21, 2020 Insight Report Premium US Food-Service Closures: Spike in Closures Pile on the Pain for LandlordsIn 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.
July 9, 2020 Insight Report Premium Retail M&A Deals Unravel in the Wake of the Coronavirus CrisisWe 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.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-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.
July 3, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US StoresOur 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.
June 30, 2020 Deep Dive Premium America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall ConsolidationAs 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.
June 24, 2020 Deep Dive Premium Retail Innovators: REITsThe 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.
May 1, 2020 Store Tracker Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to BankruptcyOur 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.
April 22, 2020 Event Coverage Register for Free Access Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and BeyondAs 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.
