Insight Report | July 20, 2020 Premium June 2020 US Retail Traffic and In-Store Metrics: Traffic Declines by 62%, Plateauing Toward the End of the MonthJune 2020 saw total US nonfood store traffic decline by 62% year over year, representing an improvement from May as coronavirus-led lockdowns were lifted. However, we saw the impact of many states’ reversals of reopening guidelines by the end of the month. We review store traffic changes through the month and the sectors most impacted by the current crisis. Read More
Store Tracker | July 17, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 29: Muji USA and RTW Retailwinds File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Muji USA, PVH Corp. and RTW Retailwinds in the US, and Halfords, Lidl and Peter Jones China in the UK. Read More
Company Earnings Update | July 14, 2020 Register for Free Access Costco Monthly Sales, June 2020: Highest Total Comp Growth in the Past Year, but E-Commerce Growth DeceleratesCostco’s global same-store sales increased year over year in June, although e-commerce growth decelerated. We review the comparable sales metrics reported by Costco for June 2020 and consider the factors that impacted results—including coronavirus-led store closures and gasoline price deflation. Read More
Store Tracker | July 10, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Brooks Brothers and G-Star Raw in the US, and John Lewis, Little Mistress and Soletrader in the UK. Read More
Store Tracker | July 3, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 27: Microsoft To Close All US StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Microsoft and Space NK in the US, and Harveys Furniture, Monsoon Accessorize and TM Lewin in the UK. Read More
Store Tracker | June 26, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 26: GNC Files for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Francesca’s, GNC and JCPenney in the US, and Hotter, Lee Longlands and Monsoon Accessorize in the UK. Read More
Insight Report | June 10, 2020 Premium US Father’s Day Retail Preview 2020: Uncertain Outlook as Demand Will Be Tested in First Post-Lockdown Shopping HolidayWith Father’s Day just around the corner, we estimate total US consumer spending on the occasion this year, in the context of easing coronavirus lockdowns. We propose actions that retailers could take to engage with shoppers and drive sales for Father’s Day. Read More
Company Earnings Update | June 5, 2020 Register for Free Access Costco Monthly Sales, May 2020: Comp Growth Accelerates as E-Commerce Sales DoubleCostco’s global same-store sales increased year over year in May, and e-commerce growth accelerated. We review the comparable sales metrics reported by Costco for May 2020 and consider the factors that impacted results—including the coronavirus crisis and gasoline price deflation. Read More
Store Tracker | June 5, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 23: Tuesday Morning Files for BankruptcyOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Burlington Stores, Dollar Tree and Tuesday Morning in the US, and ALDO and Monsoon Accessorize in the UK. Read More
Store Tracker | May 29, 2020 Premium 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
Store Tracker | May 22, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 21: JCPenney Files for Bankruptcy; Pier 1 Imports To LiquidateOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from JCPenney, Nordstrom and Pier 1 Imports in the US and Antler and Johnson Shoes Company in the UK. Read More
Store Tracker | May 15, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 20: Stage Stores Files 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 GNC, Loves Furniture and Stage Stores in the US and Debenhams in the UK. Read More
Insight Report | May 12, 2020 Premium April 2020 US Same-Store Sales: Costco Comps Decline, but E-Commerce Almost Doubles and Food Sales Surge Over 30%Coronavirus lockdowns are adversely impacting same-store sales growth, but online comps are surging following strong results in March. This report looks at the April same-store sales results of Costco and Buckle. Read More
Store Tracker | May 8, 2020 Premium 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
Store Tracker | May 1, 2020 Premium 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
