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Store Tracker | March 24, 2020 Premium

US Store Closures 2020 Outlook: Coronavirus Outbreak Set To Trigger Unprecedented Number of Closures

With a number of temporary store closures already in effect in the US due to the coronavirus outbreak, this report assesses the outlook for physical retail over the remainder of 2020. We compare year-to-date store closure data with 2019 and discuss a potential rise in bankruptcies, which may become a reality for many struggling retailers. We also predict the total number of closures we expect to see in the US in the full-year 2020.

Deep Dive | March 23, 2020 Premium

4Q19 US Earnings Season Wrap-Up

Fourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown.

Store Tracker | March 20, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 12: Modell’s Sporting Goods Files for Chapter 11 Bankruptcy; Coronavirus Triggers Temporary Store Closures

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap, Modell’s Sporting Goods and Neiman Marcus in the US and Dixons Carphone and Laura Ashley in the UK.

Insight Report | March 19, 2020 Premium

China Retail Sales Slide During Coronavirus Shutdown: Implications for US Retail

As US retail (and citizenry) brace for the impact of the worsening COVID-19 outbreak, China is slowly but surely recovering. What lessons can US retail learn from their Chinese counterparts to navigate this uncertain time?

Flash Report | March 13, 2020

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Coronavirus Briefing: US Retailers Hit by Both Demand and Supply Chain Issues

US retailers are assessing the impact of the coronavirus. As US retail companies reported 4Q19 earnings, many noted sharply lower sales in China and outlined the impact of supply-chain disruptions. However, suppressed retail demand in the US market is likely yet to come.

Store Tracker | March 13, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 11: Art Van Furniture Files for Chapter 11 Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Art Van Furniture, Kroger and Nordstrom in the US and John Lewis Partnership in the UK.

Insight Report | March 9, 2020 Premium

February 2020 US Same-Store Sales: Costco Comp Growth Increases on the Back of Coronavirus Buying

With new corona cases popping up around the country and California declaring a state of emergency, Americans are snapping up supplies. Costco benefited hugely, but not all retailers fared as well.

Store Tracker | March 6, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 10: Stage Stores To Close Stores; Ross To Open More Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dick’s Sporting Goods, 7-Eleven and Stage Stores in the US and BrightHouse and McColl’s in the UK.

Market Outlook | March 5, 2020 Premium

Market Overview: Apparel—Changing Consumer Attitudes Drive E-Commerce and Socially Engaged Business

Our Market Overview for apparel offers a data-rich analysis of the global clothing market, with more detailed metrics for the US, the UK and China. In addition, our analysts offer their perspectives on the fashion market in 2020 and further ahead.

Store Tracker | February 28, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 9: Modell’s Sporting Goods To Close Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon and Modell’s Sporting Goods in the US and Boux Avenue in the UK.

Store Tracker | February 20, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 8: Pier 1 Imports Files for Chapter 11 Bankruptcy

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from At Home and Pier 1 Imports in the US and Marks & Spencer and Shoe Zone in the UK.

Flash Report | February 19, 2020

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Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in Fashion

Factories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular.

Store Tracker | February 14, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 7: Skechers Plans To Open More Stores

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Skechers and Under Armour in the US and Beales in the UK.

Store Tracker | February 7, 2020 Premium

Weekly US and UK Store Openings and Closures Tracker 2020, Week 6: Macy’s To Close Stores; Sephora Plans Store Expansion

Our Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Macy’s and Sephora in the US and Hawkin’s Bazaar in the UK.

Flash Report | January 31, 2020

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H&M Appoints New CEO as Chairman Steps Down; Company Reports Profit Rise

H&M announced that Chairman Stefan Persson has stepped down after 20 years in the role, recommending to the board that current CEO Karl-Johan Persson succeed him. Under Persson’s leadership, H&M grew revenues 140% over a ten-year period, and, after a brief lull, more recently reported its first annual net profit increase since 2015.