July 23, 2020 Insight Report Premium REITs Becoming Retailers: Mall Owners Are Looking To Acquire Struggling RetailersAmid the rise of bankruptcies in the retail industry and increasing brick-and-mortar store closures due to the coronavirus pandemic, we discuss a selection of US retailers that are potentially facing acquisition by mall owners—and we analyze the strategy behind REITs becoming retailers.
July 17, 2020 Insight Report Premium June 2020 US Retail Sales: Total Sales Jump 9%; Declines Ease in Apparel while Several Nonfood Sectors SurgeDiscretionary sectors witnessed the easing of sales declines in June, suggesting pent-up demand in nonfood categories post lockdowns. On a year-over-year basis, total US retail sales excluding gasoline and automobiles saw extraordinary growth in the context of a post-crisis environment.
July 8, 2020 Deep Dive Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary.
June 25, 2020 Insight Report Premium Beauty Insights: Opportunities in India’s Beauty and Personal Care MarketAs part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns.
June 25, 2020 Insight Report Premium US Independence Day Retail Preview 2020: Consumer Spending Expected To Decline Versus Last YearWith Independence 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 drive sales for Independence Day.
June 25, 2020 Insight Report Premium May 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2020, we saw a partial rebound in the US and the UK after the severe impacts of the Covid-19 crisis in April, while China continued to see improvements.
June 17, 2020 Insight Report Premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong GrowthMost sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.
June 16, 2020 Deep Dive Premium US Apparel Retail: Post-Crisis OutlookWe explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.
June 15, 2020 Insight Report Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur 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 June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.
June 8, 2020 Insight Report Premium Earnings Insights 1Q20, Week 3: Reopened Apparel Stores See Sales Productivity of Over 70% Versus Last YearOur 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 June 7, including American Eagle Outfitters, Gap Inc. and RH.
June 5, 2020 Company Earnings Update 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.
June 1, 2020 Insight Report 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.
May 29, 2020 Insight Report Premium April 2020 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in April 2020, it is clear that the month saw the worst impact of the coronavirus in the US and the UK, while China experienced a small rebound.
May 25, 2020 Insight Report 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.
May 19, 2020 Deep Dive Premium Retail Innovators: Beauty Brands and RetailersThe Coresight Research Retail Innovators series examines how key players and startups are disrupting different retail sectors. In this report, we focus on five innovators in the beauty market: Beautycounter, Glossier, Madison Reed, Nykaa and Perfect Diary. We discuss these industry players in the context of changing consumer demand in the beauty sector, including the influence of social commerce and a heightened emphasis on clean beauty and sustainability.
