Store Tracker | September 23, 2020 Premium US Store Closures: Where Are Department Stores Closing?The Covid-19 crisis has significantly impacted the US department store sector. We offer a state-wise depiction of the locations of over 1,300 store closures. We present maps of confirmed store closures by the major department stores that have filed for Chapter 11 bankruptcy this year—including JCPenney, Stage Stores and Stein Mart—as well as by other companies such as Macy’s and Nordstrom. Read More
Store Tracker | September 18, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 38: Century 21 To Close All StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Century 21 and Sur La Table in the US and Quiz and Waitrose in the UK. Read More
Question of the Week | September 14, 2020 Free Report What Are US Consumers’ Travel Expectations for the Remainder of 2020?QUESTION OF THE WEEK: What Are US Consumers’ Travel Expectations for the Remainder of 2020? Read More
Store Tracker | September 11, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 37: Neiman Marcus To Close More StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Dick’s Sporting Goods and Macy’s in the US and The Co-op and Jigsaw in the UK. Read More
Store Tracker | September 9, 2020 Premium US Store Closures: More Retailers Shift to E-Commerce at the Expense of StoresUS retailers have had to rapidly adjust to the jump in online sales amid the Covid-19 pandemic. We discuss how retailers are rethinking their brick-and-mortar store presence over the longer term as a result of this refocus—covering store closures and the role of the physical store in omnichannel operations. Read More
Store Tracker | September 4, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 36: Lord & Taylor To Shutter All Its StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, JCPenney and Lord & Taylor in the US, and Screwfix and Moss Bros in the UK. Read More
Question of the Week | September 1, 2020 Free Report Which Major US Department Store Chains Have Filed for Bankruptcy So Far This Year?QUESTION OF THE WEEK: Which Major US Department Store Chains Have Filed for Bankruptcy So Far This Year? Read More
Store Tracker | August 28, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 35: Payless Plans To Open More Than 300 StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Amazon, Neiman Marcus and Payless in the US, and Frasers Group in the UK. Read More
Insight Report | August 25, 2020 Premium US Mall Closures: Impact of Covid-19 Likely To Accelerate Mall ConsolidationConsidering the impact of Covid-19 on mall consolidation, we present our estimates for mall closures in the next five years. We explore how department store and other anchor store closures are exacerbating the challenges faced by mall owners and the influence of tenant mix on near-term vulnerability—as well as opportunities for malls to adapt and survive, such as through repurposing space into fulfillment centers and tapping health-care and grocery retail. Read More
Store Tracker | August 21, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 34: Stage Stores Set To Liquidate All Its StoresOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. This week, there are highlights from Rent the Runway, Stein Mart and Stage Stores in the US, and Baird Group and Jigsaw in the UK. Read More
Store Tracker | August 18, 2020 Premium US Store Closures: Retailers Refocus on Product over Experiences, Driving Up ClosuresAs one result of the “mask economy” due to Covid-19, retailers are refocusing on product over experiences—a reversal of the previous trend toward experiential retail. We discuss how this shift is leading to retail store closures in the US, as well as its impact on e-commerce fulfillment and the implications for retailers and real estate firms. Read More
Question of the Week | August 18, 2020 Free Report Which Major US Apparel Retailers Have Filed for Bankruptcy So Far This Year?QUESTION OF THE WEEK: Which Major US Apparel Retailers Have Filed for Bankruptcy So Far This Year? Read More
Store Tracker | August 14, 2020 Premium Weekly US and UK Store Openings and Closures Tracker 2020, Week 33: Stein Mart 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 Dick’s Sporting Goods, Stein Mart and Sur La Table in the US, and Jigsaw and River Island in the UK. Read More
Store Tracker | August 11, 2020 Premium US Store Closures: Apparel Sector Accelerates Toward Record Number of Store ClosuresStore closures are continuing to mount across various discretionary sectors in the US retail industry against the backdrop of Covid-19—with the apparel sector having seen a high number of permanent closures and bankruptcies so far in 2020. We provide an overview of these developments and discuss the outlook for the sector over the remainder of the year. Read More
Insight Report | August 7, 2020 Premium Costco Monthly Sales, July 2020: Comp Growth Accelerates Further, but E-Commerce Growth DeceleratesCostco’s global same-store sales increased year over year in July. Reflecting a return to stores by shoppers, the acceleration in total comparable sales growth came despite a slowing in e-commerce growth. We review the comparable sales metrics reported by Costco for July 2020 and consider the factors that impacted results—including currency fluctuations and gasoline price deflation. Read More
