Deep Dive | July 15, 2021 Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions. Read More
Insight Report | July 12, 2021 Premium US Back to School 2021: Return to the Classroom To Drive a Double-Digit Bounce in Retail SpendWith students likely to return to in-person classes this fall, we present our outlook for US back-to-school spending this season. We cover the top spending categories for students from kindergarten through Grade 12, as well as analysis of the current economic backdrop. Read More
Store Tracker | July 2, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 26: 7-Eleven Completes Acquisition of 3,800 Speedway StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from 7-Eleven, Lowe’s and United Supermarkets in the US and Gap, Hobbycraft and Tommy Hilfiger in the UK. Read More
Deep Dive | July 1, 2021 Premium US Dress Wear Revival: How Brands and Retailers Can Capitalize on the Return in Consumer DemandWith the vaccination rollout and easing of lockdowns in 2021 in the US, we are seeing signs of dress wear sales recovery and a revival of consumer demand in the market. In this report, we present our dress wear market outlook for 2021 and proprietary data insights into consumer dress wear spending. We also offer three strategies for brands and retailers to respond to the swing in demand. Read More
Deep Dive | June 28, 2021 Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe 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 first quarter of 2021, considering consensus estimates and year-over-year changes. Read More
Event Coverage | June 28, 2021 Register for Free Access Insights from the AAFA American Image Awards: Diversity, Sustainability, Digital InnovationWe present key insights from the 2021 AAFA American Image Awards, including the industry’s efforts to improve sustainability and the innovations retailers are building into their recovery strategies. Read More
Store Tracker | June 25, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 25: US Store Closures Down Year over Year for the First Time in 2021Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Harbor Freight Tools, Rothy’s and Wawa in the US and Abercrombie & Fitch, Kate Spade and Suit Direct in the UK. Read More
Insight Report | June 24, 2021 Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year BasisOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis. Read More
Insight Report | June 21, 2021 Premium May 2021 UK Retail Sales: Total Sales Maintain Growth Momentum on a Two-Year BasisWe review data for UK retail in total and by sector for May 2021. Retail sales growth slowed, but still remained strong, and are on an upward trajectory on a two-year basis. Read More
Store Tracker | June 18, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 24: US Store Closures Up 4% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dillard’s, Hermès and Schnucks in the US and Amazon, Debenhams and Toolstation in the UK. Read More
Insight Report | June 17, 2021 Premium May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year BasisIn May 2021, total US nonfood store traffic declined by 26.7% on a two-year basis (as compared to May 2019), strengthening from April’s 28.4% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Deep Dive | June 17, 2021 Premium Five Key Insights into the Custom Apparel MarketWe see apparel customization as a key way for brands and retailers to differentiate themselves as the apparel industry bounces back from the slump in demand in 2020. In this report, we discuss five key insights into the global custom apparel market, covering clothing and footwear in customizable colors, sizes, and styles. Read More
Deep Dive | June 14, 2021 Premium IPOs in Retail: Strong Growth Opportunities in the US and the UKThere has been a significant rise in retail and consumer goods initial public offerings (IPOs) in the US and the UK in 2020 and the first half of 2021. We explore the opportunities and challenges facing private retailers and brand owners seeking to enter public markets via IPOs. We also discuss the aftermarket performance of recently completed IPOs and notable developments in the pipeline for 2021. Read More
Insight Report | June 14, 2021 Premium Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth MomentumOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 13, 2021—namely, RH and Stitch Fix. Read More
Store Tracker | June 11, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 23: US Store Openings Up 38% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from 99 Ranch, Hibbett Sports, Hudson and QuickChek in the US and for Gap, IKEA, MaxiSaver and The Range in the UK. Read More
