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2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Recovery

Second-quarter 2020 retail earnings include recovery from the Covid-19 crisis. 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. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales.

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Market Overview: US Discount Stores, Mass Merchandisers and Warehouse Clubs—Digital Sales Soar and Discounters Continue To Expand

In this Market Overview, we explore the US discount store, mass merchant and warehouse club sectors and their future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including expanding retail footprints, apparel resale and omnichannel initiatives.

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Market Overview: US Grocery Retailers—Surge in Online Demand To Scale Up Automation in Fulfillment

In this Market Overview, we explore the current US grocery market and its future outlook. We consider the competitive landscape and the impact of the coronavirus pandemic on market growth and online sales. This report also discusses a number of key themes in the market, including increasing automation in fulfillment, the advancement of dark stores and a shift from food service to food retail.

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