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3Q21 US Department Store Insights: Revenue Surpasses 3Q19 Levels

We review metrics on US department stores’ recoveries in the third quarter of 2021. We focus on the three leading chains—Kohl’s, Macy’s and Nordstrom. We discuss trends in comparable sales, revenue, digital sales, trending categories and areas of note by management. We also summarize the three department stores’ outlook for fiscal 2021.

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US Department Stores: Post-Crisis Outlook—Fall 2020 Update

We explore the continued impacts of the Covid-19 crisis on the US department store sector and present an outlook for the remainder of 2020 and into 2021. In addition to discussing major players in the department store sector, we explore key trends to provide insight and analysis on focus sales categories, delivery services, fulfillment and digital sales. We summarize our key estimates in an infographic.

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