Insight Report | June 8, 2021 Premium Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower RecoveryOur 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 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp. Read More
Store Tracker | June 4, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 22: US Store Closures Up 16% 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 for Conn’s and Timothy Oulton in the US and Floor Superstore and Paul Smith in the UK. Read More
Insight Report | June 2, 2021 Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur 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 May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more. Read More
Store Tracker | May 28, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 21: US Store Openings Up 60% Year over YearOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Amazon, Hy-Vee and Scheels in the US and Farmfoods, Homebase, Marks & Spencer and Tesco in the UK. Read More
Insight Report | May 25, 2021 Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur 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 May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart. Read More
Market Navigators/Market Outlook | May 25, 2021 Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer). Read More
Store Tracker | May 21, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 20: Windsor Fashion To Open 150 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, highlights include developments from Casey’s, Whole Foods Market, Windsor Fashion in the US and Amazon, Co-op, Happy Socks, Oliver Bonas and Wren Kitchens in the UK. Read More
Insight Report | May 18, 2021 Premium US Subscription E-Commerce Market: Channel Shifts and Discretionary Rebound Set To Support GrowthThe US subscription e-commerce market is set to see strong sales growth in 2021, building on high online shopping demand amid the pandemic in 2020. We discuss our market outlook for 2021, the competitive landscape in US subscription e-commerce and opportunities related to four trends we are watching in the market. Read More
Insight Report | May 18, 2021 Premium April 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Slightly Accelerate, but Trends Improve Toward the End of the MonthIn April 2021, total US nonfood store traffic declined by 28.4% on a two-year basis (as compared to April 2019), a slight weakening from March’s 27.3% 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 | May 12, 2021 Premium Think Tank: The US Adaptive Apparel Market—Its Purpose and PromiseAdaptive apparel refers to clothing and footwear designed to meet the needs of individuals with disabilities and conditions. In this Think Tank, we explore the US market, including consumer needs, growth opportunities, recent developments and industry initiatives that are helping to expand the space. Read More
Insight Report | April 23, 2021 Premium High US Imports and Port Congestion Impacts To Be Drawn Out Through 2021The Covid-19 pandemic has upended various aspects of the retail supply chain and has resulted in a high level of US imports. We discuss the impact of this on ports and the rest of the supply chain. Read More
Store Tracker | April 23, 2021 Databank Members Weekly US and UK Store Openings and Closures Tracker 2021, Week 16: Bed Bath & Beyond To Close 200 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Bed Bath & Beyond, Birkenstock and Sheetz in the US and Amazon, Armani, Jigsaw and Sandersons in the UK. Read More
Insight Report | April 22, 2021 Premium March 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease Even as Covid-19 Cases RiseMarch 2021 saw a total US nonfood store traffic decline of 27% year over year, a strong improvement from February. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type. Read More
Insight Report | April 22, 2021 Premium ASOS Capital Markets Day 2021: Topshop To Contribute to Doubling of In-House Brand SalesThe Coresight Research team attended the virtual ASOS Capital Markets Day on April 20, 2021. In this report, we present insights from the event, covering the company’s “top destination for 20-somethings worldwide” vision, in-house brand growth and fiscal 2021 targets, and sustainability and inclusivity goals. Read More
Insight Report | April 20, 2021 Premium Retail Robustness Index: April 2021 Update—Relative Stability Amid Renewed Temporary Closures and Management ChangesCoresight 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. Read More
