Store Tracker | January 21, 2021 Premium Weekly US and UK Store Openings and Closures Tracker 2021, Week 3: Citi Trends To Open 100 Stores by 2023Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Barneys at Saks, Citi trends, Christopher & Banks, Conn’s HomePlus and Macy’s in the US and Arcadia Group and Edinburgh Woollen Mill Group in the UK. Read More
Insight Report | January 18, 2021 Premium December 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 36%, Easing Toward the End of the MonthDecember 2020 saw a total US nonfood store traffic decline of 36% year over year, as several states saw record levels of Covid-19 cases, primarily due to the effects of Thanksgiving and Christmas travel. 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 | January 7, 2021 Premium Retail Robustness Index: January 2021 Update—Scores Rebound as Product Mix Shifts Back to Normalized LevelsCoresight 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 January 2021 update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in December 2020. Read More
Deep Dive | January 4, 2021 Premium 2021 Retail and Technology OutlookAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Deep Dive | December 23, 2020 Premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain MomentumWe 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 third quarter of 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter. Read More
Insight Report | December 18, 2020 Premium November 2020 US Retail Sales: Total Growth Remains Very StrongUS retail sales continued to see strong growth in November, continuing October’s rebound. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in November 2020. Read More
Insight Report | December 17, 2020 Premium The US Outdoor Apparel and Footwear Market: Strong Growth Opportunities for Brands and RetailersThe stay-at-home measures imposed in the US due to the Covid-19 pandemic have seen more consumers place higher value on outdoor activities in recent months. The outdoor apparel and footwear industry is set to benefit from strong demand moving forward. We discuss the opportunities that this niche market presents to brands and retailers, covering its growth potential, key drivers of growth and competitive landscape. Read More
Insight Report | December 14, 2020 Premium Earnings Insights 3Q20, Week 6: Home-Goods Retailers, Discounters and Warehouse Clubs Outperform; Apparel Sees Strong RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended December 13, namely Big Lots, Costco, Lululemon Athletica, RH and Stitch Fix. This is the final report in the third-quarter Earnings Insights series. Read More
Insight Report | December 11, 2020 Premium November 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 37%; Black Friday UnderperformsNovember 2020 saw a total US nonfood store traffic decline of 37% year over year, as several states reinstated Covid-19 restrictions and Black Friday weekend saw a shift to e-commerce. 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 | December 10, 2020 Premium The 12 Weeks of Holidays: #11—Our Predictions for a Digital December in US RetailWe present our expectations for a digital December and analyze the implications for US retailers. We cover recent retail traffic trends, mobile commerce and digital selling tools, popular online product categories, and online-order fulfillment and last mile-delivery. This report is part of The 12 Weeks of Holidays series, in which we present key data, trends and observations as we count down to the peak holiday season. Read More
Insight Report | November 30, 2020 Premium Holiday 2020: US Black Friday Insights—“The Quietest in 20 Years”Our observations and insights on US Black Friday demand, based on our store checks, consumer survey and discussions with retailers, as well as select third-party data points on store traffic and e-commerce sales. Read More
Insight Report | November 30, 2020 Premium Earnings Insights 3Q20, Week 4: Apparel Specialists See Strong Recovery; Home Categories Remain StrongOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report third-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended November 29, namely American Eagle Outfitters, Best Buy, Burlington Stores, Dick’s Sporting Goods, Dollar Tree, Gap Inc., Nordstrom, Urban Outfitters and Williams-Sonoma. Read More
Deep Dive | November 26, 2020 Premium Singles’ Day 2020 Ebook: Analyzing Product, Marketing and Channel StrategiesIn Coresight Research’s Singles’ Day 2020 Ebook, we offer a thematic discussion of the key strategies employed by brand and retailers around the world to drive sales during the shopping extravaganza in November 2020. We analyze four key topics: new products, marketing campaigns, new entrants and New Retail strategies. Read More
Insight Report | November 17, 2020 Premium October 2020 US Retail Sales: Further Double-Digit Year-over-Year GrowthUS retail sales continued to rebound strongly in October, following September’s extraordinary growth. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in October 2020. Read More
Insight Report | November 12, 2020 Premium Retail Robustness Index: November 2020 Update—Most Metrics Improve SlightlyCoresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
