Insight Report | June 1, 2020 Premium Earnings Insights 1Q20, Week 2: Evidence of Pent-Up Consumer Demand as US Lockdowns Ease and Stores ReopenOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 May 31, including Burlington Stores, Dollar General and Ulta Beauty. Read More
Store Tracker | May 29, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 22: L Brands To Close StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from L Brands and The TJX Companies in the US. Read More
Insight Report | May 25, 2020 Premium Earnings Insights 1Q20, Week 1: What US Retailers Are Reporting on the Coronavirus Impact and OutlookOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-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 weeks ended May 17 and May 24, including Best Buy, Kohl’s and VF Corporation. Read More
Insight Report | May 18, 2020 Premium April 2020 US Retail Sales: Discretionary Sectors Post Huge Declines; Food Stores and Nonstore Retailers Save Total Sales from Double-Digit FallWith nonessential retail shut down for the full month of April due to the coronavirus, US retail sales nosedived in discretionary sectors, following deep declines in March. Lower levels of food stockpiling by consumers also saw growth slow in the grocery sector. Read More
Event Coverage | May 14, 2020 Register for Free Access Coresight Conversations: Retail Legend and Turnaround Specialist Michael Appel Discusses How Liquidity Preservation Is Key to a Business TurnaroundAs part of our Coresight Conversations: Legends in Retail webinar series, we hosted retail legend and business turnaround specialist Michael Appel. We present the transcript from this webinar, in which Appel shared his five-pronged strategy for how retailers can survive the current coronavirus crisis and look ahead to the future—with emphasis on the key pillars of technology and liquidity. Read More
Deep Dive | May 13, 2020 Premium Operating in a Post-Coronavirus World: How Indian Retailers Can Navigate the Road to RecoveryThe 2020 coronavirus pandemic has seen the Indian government impose restrictions to curb the spread of the virus. We discuss the wide-ranging impacts of the ongoing lockdown on India’s retail sector and explore how retailers have responded to the crisis. In addition to examining the challenges that lie ahead, we present a three-pronged approach for retailers to survive the post-coronavirus recovery period and emerge stronger. Read More
Flash Report | May 8, 2020 Register for Free Access Neiman Marcus Files for Chapter 11 Bankruptcy, the First Department-Store Retailer To Do So Due to the Coronavirus Neiman Marcus began Chapter 11 bankruptcy proceedings on May 7, 2020, making it the first US department-store retailer to file for bankruptcy amid the ongoing coronavirus crisis. We outline the proceedings and discuss the company’s recent struggles in the luxury market. Read More
Store Tracker | May 8, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 19: J.Crew and Neiman Marcus File For Chapter 11 BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Five Below, J.Crew and Nordstrom in the US and The Oasis and Warehouse Group and Sainsbury’s in the UK. Read More
Insight Report | May 6, 2020 Premium Reshaping Supply Chains for the 2020s: Five Forces Impacting Supply ChainsIn our Reshaping Supply Chains for the 2020s series, we analyze the technologies and trends that are enabling the evolution of the supply chain. In this first report, we discuss five forces that are influencing change in retail supply chains as we head into the 2020s, which we expect to endure in a post-coronavirus world. Read More
Deep Dive | May 5, 2020 Premium International Apparel Retail in India: Evolving High-Growth Market Attracts More PlayersIndia’s large and lucrative apparel retail market is attracting growing interest from international retailers, with a number of brands plotting their market entry and expansion. We examine the market landscape—including economic reform, entry routes and socioeconomic factors—and discuss its key players. Read More
Insight Report | May 5, 2020 Premium Experiential Retail: VR Technology Drives Consumer Engagement and 70% Higher Conversion RatesDue to the widespread store shutdowns amid the coronavirus pandemic, consumers are shopping online for nearly all of their discretionary needs. We explore how brands and retailers can leverage virtual reality technologies to enhance their e-commerce offerings and engage with shoppers through experiential retail—while realizing benefits such as higher purchase conversion rates and wider reach to consumers. Read More
Insight Report | May 4, 2020 Premium US Mother’s Day Retail Preview 2020: Spending Could Halve as Lockdowns Limit Shopper OptionsWith Mother’s Day just around the corner, we assess the planned spending of US consumers on the occasion this year, amid the coronavirus crisis. We consider the outlook for retail in light of current shopping trends and propose actions that retailers could take to engage with consumers for Mother’s Day. Read More
Store Tracker | May 1, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 18: JCPenney Seeks Bankruptcy Funding, Inches Closer to BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Gap Inc. and JCPenney in the US and Animal, Debenhams and John Lewis in the UK. Read More
Store Tracker | April 23, 2020 Databank Members Weekly US and UK Store Openings and Closures Tracker 2020, Week 17: Neiman Marcus May File for Bankruptcy ImminentlyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dollar General, Lord & Taylor and Neiman Marcus in the US and Cath Kidston and Debenhams in the UK. Read More
Event Coverage | April 22, 2020 Register for Free Access Open for Business with Jeff Brown, Supply Chain Expert: Solutions for a Crisis and BeyondAs part of our Open for Business webinar series, we hosted supply chain expert Jeff Brown. We present the transcript from this webinar, in which Brown offered insights into the supply chain challenges and the shape of demand during the current coronavirus pandemic. Read More