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Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The April 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in January 2021.

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US Off-Price Retail Insights, 4Q20: TJX Home Banners Rebound the Fastest

Coresight Research’s new US Off-Price Retail Insights quarterly series covers the recent performance Burlington Stores, Ross Stores and The TJX Companies, highlighting trends in comparable sales, revenue, trending product categories and areas of note by management. In this report, we look at the performance of the three retailers in their latest reported quarter (ended January 30, 2021) and discuss relevant fiscal-year highlights.

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Six US Industries Benefiting from the Wellness Trend

We expect wellness to be the pre-eminent multiyear trend driving discretionary spending shifts, with Covid-19 heightening US consumer focus on health and wellbeing. In this report, we discuss and quantify how six US retail industries—or segments within them—are benefiting from the health and wellness trend.

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Think Tank: Textile Innovations in the Apparel and Footwear Market

In this Think Tank, we explore two key areas of textile innovation that are gaining traction in the global apparel and footwear market: performance and sustainability. We present market analysis and discuss heightened consumer focus on wellness and sustainability as key market drivers. This report provides an overview of selected textiles and considers three notable innovators—namely, Celliant, Evrnu and OROS. We also present key themes that we are watching in the textile innovation space, including partnerships and fashion upcycling.

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4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

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Playbook: Alternative Models in Retail

The new Coresight Research Playbook series provides recommendations for brands, retailers and marketplaces seeking to tap growth segments and emerging trends. In this Playbook, we present six key strategies for retail players to capitalize on gradually maturing alternative models in retail: collaboration, DTC (direct to consumer), rental, resale and subscription. We discuss examples of the strategies and models across multiple categories, with a focus on the US market.

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