July 20, 2021 Insight Report Premium June 2021 US Retail Sales: Total Sales Up 24% on a Two-Year Basis Even as Spending Shifts to ServicesTotal US retail sales, excluding gasoline and automobiles, grew by a strong 12.3% year over year and by 24.2% when compared to 2019 values. Using data from the US Census Bureau, this report looks at which retail sectors saw sales surge and which did not do well in June 2021.
July 19, 2021 Insight Report Premium June 2021 US Retail Traffic and In-Store Metrics: Two-Year Traffic Declines Lessen Further as More States Lift RestrictionsIn June 2021, total US nonfood store traffic declined by 23.8% on a two-year basis (as compared to June 2019), strengthening from May’s 26.7% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
July 15, 2021 Deep Dive Premium M&A in Retail: How US Retailers Can Capitalize on Growth OpportunitiesWe analyze 2020 and year-to-date 2021 retail-focused mergers and acquisitions (M&A) activities in the US. We also assess opportunities and challenges for retailers seeking to enter M&A transactions.
June 28, 2021 Deep Dive Premium 1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust RecoveryWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the first quarter of 2021, considering consensus estimates and year-over-year changes.
June 24, 2021 Insight Report Premium 1Q21 US Retail Inventory Tracker: Most Retailers Post Higher Inventory Turnover Rates on a Two-Year BasisOur quarterly US Retail Inventory Tracker analyzes inventory trends among US retailers listed in the Coresight 100. In this report, we look at the inventory levels of various retailers in 1Q21 and assess how and why levels are changing—with most retailers posting improved inventory turnover levels on a two-year basis.
June 22, 2021 Insight Report Premium May 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in May 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.
June 17, 2021 Insight Report Premium May 2021 US Retail Traffic and In-Store Metrics: Traffic Declines Ease on a Two-Year BasisIn May 2021, total US nonfood store traffic declined by 26.7% on a two-year basis (as compared to May 2019), strengthening from April’s 28.4% two-year decline. We review weekly shopper traffic trends through the month, as well as traffic by retailer vertical, region and retailer location type.
June 14, 2021 Deep Dive Premium IPOs in Retail: Strong Growth Opportunities in the US and the UKThere has been a significant rise in retail and consumer goods initial public offerings (IPOs) in the US and the UK in 2020 and the first half of 2021. We explore the opportunities and challenges facing private retailers and brand owners seeking to enter public markets via IPOs. We also discuss the aftermarket performance of recently completed IPOs and notable developments in the pipeline for 2021.
June 14, 2021 Insight Report Premium Earnings Insights 1Q21, Week 5: Stitch Fix and RH Maintain Strong Growth MomentumOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 13, 2021—namely, RH and Stitch Fix.
June 10, 2021 Deep Dive Premium How Updated Laws Are Impacting the Outcomes of US Retail Bankruptcies TodayIn the context of a recent surge in retail bankruptcies, it is important for retailers to understand how updates to the US Bankruptcy Code impact retail bankruptcy outcomes today. We review pandemic-led bankruptcies in 2020 and year-to-date 2021, and offer recommendations for how US retailers filing for bankruptcy can improve their prospects for a successful turnaround.
June 8, 2021 Insight Report Premium Earnings Insights 1Q21, Week 4: Big Lots, Five Below and Lululemon Post Strong Results, While PVH Corp. Sees a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended June 6, 2021—namely, Big Lots, Five Below, Lululemon Athletica and PVH Corp.
June 2, 2021 Insight Report Premium Earnings Insights 1Q21, Week 3: American Eagle Outfitters, Foot Locker, Gap and Urban Outfitters Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 30, 2021, including American Eagle Outfitters, Dollar Geeral, Foot Locker, Gap, Guess?, Ulta Beauty, Urban Outfitters, VF Corporation, Williams-Sonoma and more.
May 26, 2021 Insight Report Premium April 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in April 2021, we saw strong retail sales growth in the US, the UK and China. We also consider wage growth and food and fuel prices in these three markets.
May 25, 2021 Insight Report Premium Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower RecoveryOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.
May 25, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel and Footwear Specialty Retailers in the US, the UK and China—Prospects for RecoveryIn this Market Outlook, we discuss the performance and outlook for the apparel and footwear specialty retail market, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including demand for activewear, sustainability initiatives and the growth of DTC (direct-to-consumer).
