Deep DiveCoronavirus Insights: US Survey Update—Covid-19 To Reshape Back-to-School Shopping (Full Report) Coresight Research July 13, 2020 Reasons to ReadCoresight Research’s July 8 survey provides a detailed update on US consumers’ behaviors, concerns and expectations amid the coronavirus crisis, with a focus on the implications for US retail. This week, we focus on consumers’ expected shopping behaviors in the upcoming back-to-school season. Our findings cover the following: The impact of the coronavirus outbreak on consumers’ expectations for spending compared to last year How the crisis is shaping what consumers will spend on and how they will shop We discuss a number of survey findings on consumers’ current and expected behaviors, covering the following: Whether respondents are continuing to shop for apparel online, despite the reopening of brick-and-mortar stores What activities respondents have done in the past two weeks and what they expect to do in the next two weeks Whether respondents are currently avoiding public areas or travel—and which types of places or travel they are avoiding We also provide trended data for a number of our regular weekly questions on spending and shopping: Whether respondents are buying more or less of any retail categories as a result of the Covid-19 outbreak and, if so, which types of products Whether US shoppers are making more purchases online during the coronavirus outbreak and, if so, which categories Whether respondents expect to retain behaviors from the coronavirus outbreak period over the long term—and if so, which behaviors The findings provide an update to our previous reports, which were based on surveys undertaken on July 1, June 24, June 17, June 10, June 3, May 27, May 20, May 13, May 6, April 29, April 22, April 15, April 8, April 1, March 25 and March 17–18. If you do not have a premium subscription, you can access select findings in a complimentary abridged report. In addition to this survey, click here to view additional coverage of the coronavirus outbreak. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Weekly UK Store Openings and Closures Tracker 2025, Week 16: B&M and Tesco Provide Store-Opening PlansWeekly US Store Openings and Closures Tracker 2025, Week 44: Carter’s To Close 150 StoresOnline Shopping in Focus—Amazon Dominates E-Commerce Competition: US Consumer Survey InsightsEconomic Sentiment Improves: Weekly US Consumer Sentiment, Week 50, 2025—Data Graphic
Analyst CornerWeinswig’s Weekly: July 12, 2020—A Wave of Returns Is Set To Hit Retailers Coresight Research July 12, 2020 Reasons to ReadIn each report in the Weinswig’s Weekly series, Coresight Research CEO and Founder Deborah Weinswig reflects on a topical theme in retail. This week’s note “From the Desk of Deborah Weinswig” discusses how retail is seeing a post-lockdown wave of product returns—and how retailers can tackle this challenge long term. Each report also includes recent retail and technology headlines from Asia, Europe and the US. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Three Data Points We’re Watching This Week, Week 32: US Store Tracker Extra2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingAnalyst Corner: US Grocery Real Estate—The Great Divide in 2025, with Sujeet NaikConfidence and Couture—Consumer Sentiment Ticks Up, Gucci Leads in Luxury: US Consumer Survey Insights
Insight ReportFour Months to Singles’ Day: How To Drive Brand Awareness and Store Traffic Coresight Research July 10, 2020 Reasons to ReadWith four months to go until Singles’ Day 2020 (Double 11, or the 11.11 Global Shopping Festival), we provide key strategies for how brands and retailers can increase their presence and exposure on Alibaba’s Tmall platform in the lead-up to the shopping festival: Leverage ranking lists, of which there are three types. Utilize Tmall’s new tools to launch products. Apply to join the Tmall Double 11 Gala. Click here to read the previous report in our countdown to Singles’ Day, which presents a six-step tactical guide for brands and retailers in preparing for the event, and also includes a timeline of Tmall’s key events since Double 11 was first launched. Click here to read more about Singles’ Day 2020 as we count down to the event, as well as further Coresight Research coverage of past Singles’ Day events. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2026 Sector Outlook: US Grocery Retailing—Volume Growth To Remain Constrained amid Cautious Consumer SpendingBlack Friday 2025: Key Insights from US Stores—Solid Shopper Demand, Some True Doorbusters and Greater Omnichannel IntegrationThree Data Points We’re Watching This Week, Week 28: US Retail and Consumer LatestInflation Awareness Rises; Economic Sentiment Falls to Six-Month Low: US Consumer Survey Insights
Store TrackerWeekly US and UK Store Openings and Closures Tracker 2020, Week 28: Brooks Brothers, G-Star Raw, Lucky Brand and Sur La Table File for Bankruptcy Coresight Research July 10, 2020 Reasons to ReadOur Weekly US and UK Store Openings and Closures Tracker reports on store closures, openings and bankruptcies. We cover: What is happening in retail in the US and UK this week Year-to-date 2020 major US and UK store openings and closures 2020 major US retail bankruptcies New non-store-closure news 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. We also discuss quarterly store opening and closure settlements following the release of quarterly company filings this week. Click here to view our full collection of Weekly US and UK Store Openings and Closures Trackers. Complementing our weekly Tracker report, the new Coresight Research Retail Store Databank offers our premium subscribers access to openings and closures data from 2012 to 2020 year to date, filterable by sector and year. Click here to view. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:High-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey InsightsDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachShaping What’s Next in Retail—Physical Retail, AI, Retail Media: Insights from NextGen 2025, a Coresight Research ConferenceThree Data Points We’re Watching This Week, Week 31: US Consumer Sentiment, AI Investments and Canada Stores
Three Things You Need To Know: America’s Changing Shopping Centers—Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation Coresight Research July 9, 2020 We present Three Things You Need To Know on America’s Changing Shopping Centers: Part 2—Coronavirus Crisis Could Trigger Long-Delayed Mall Consolidation. Find the full report here. This document was generated for Other research you may be interested in:Tariffs + Consumer Sentiment: A Timeline, 2025—Data GraphicPersonal Financial Sentiment Improves: Weekly US Consumer Sentiment, Week 19, 2025—InfographicHead-to-Head in Global Discount Grocery Retailing: Aldi vs. LidlLeveraging Digital Services, AI and Quick Commerce for Competitive Advantage: Global Learnings for US Retail and E-Commerce
Insight ReportRetail M&A Deals Unravel in the Wake of the Coronavirus Crisis Coresight Research July 9, 2020 Reasons to ReadWe are seeing a slew of companies reassess M&A deals due to Covid-19 impacts on sellers’ revenues, cash flow and liquidity. We discuss the decline in global M&A transaction volumes and explore the recent breakdown of such deals in the context of the coronavirus crisis, between companies across a number of retail sectors: Retail real estate—Simon Property Group and Taubman Luxury—LVMH and Tiffany & Co. Apparel—L Brands (Victoria’s Secret) and Sycamore Grocery—Ahold Delhaize’s Stop & Shop and King Kullen Grocery Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Inflation Up, Sentiment Down: Alarm Bells for the US Consumer Economy?Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonHoliday Bites: GLP-1 Disruption with Smaller Baskets, Smaller Sizes—and a Leaner Thanksgiving?—Data GraphicThree Data Points We’re Watching This Week, Week 8
Market Navigators/Market OutlookUS Department Stores: Post-Crisis Outlook Coresight Research July 9, 2020 Reasons to ReadWe explore the impacts of the coronavirus crisis on the US department-store sector, the acceleration of store closures and the filing of Chapter 11 bankruptcies. We present our trend analysis and insights based on the Covid-19 response and outlook of the following key players in the department-store sector: JCPenney—including store optimization, Chapter 11 filing and curbside pickup Kohl’s—including store productivity at reopened stores, the rise of digital and the advantage of off-mall locations Macy’s—including the outperformance of Backstage locations and changes to its store portfolio Nordstrom—including from-store order fulfillment and e-commerce growth This report also highlights technology innovators that may support the sector moving forward, with solutions across 3D visualization, contactless sizing and returns. Click here to read our post-crisis outlook for the US apparel retail sector. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2025 Tariffs: Impacts on the US Consumer Economy—InfographicGroceryshop 2025 Day Four: AI and Data Are Driving Shopper Journeys and Unified OrganizationsUS Store Tracker Extra, September 2025: Ollie’s Bargain Outlet and Alimentation Couche-Tard Add 3+ Million Square Feet to Total Opened Retail SpaceHigh-Income Consumers’ Sentiment Soars Ahead; Plus, Home and Home-Improvement Shopping in Focus: US Consumer Survey Insights
Deep Dive1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 Impact Coresight Research July 8, 2020 Reasons to ReadThis report offers analysis of the first-quarter 2020 earnings of Coresight 100 companies based in the US. We assess the recent performance of retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. We discuss retailers across a number of sectors: Apparel and footwear—including NIKE and VF Corporation Beauty—including Estée Lauder and L’Oréal CPG—including Procter & Gamble and Colgate-Palmolive Department stores—including JCPenney, Macy’s and Nordstrom E-commerce—including Alibaba, Amazon and JD.com Electronics retail—Best Buy Luxury—including Ralph Lauren and Tapestry REITs—including Brookfield Property Partners and Simon Property Group Specialty retail—including Burlington Stores, L Brands and Ross Stores Food, drug and mass retail—including Dollar General, Kroger, Target and Walgreens Boots Alliance Home and home-improvement retail—including Home Depot and Lowe’s Click here to read the 4Q19 US Earnings Season Wrap-Up. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Economic Sentiment Climbs; Walmart Overtakes Lowe’s in Home-Improvement Sector: US Consumer Survey InsightsWeekly US and UK Store Openings and Closures Tracker 2025, Week 6: Bargain Hunt and Liberated Brands To Close About 200 StoresAmazon Prime Day 2025 Evolves into a Retail Ecosystem: Five Insights on a Transforming Midyear Sales SeasonUS CPG Sales Tracker: CPG E-Commerce Spikes and Beauty Sales Growth Jumps, Driven by Prime Day and Competing July 2025 Sales Events
Insight Report2020 Tax Tracker, Week 22: Total Tax Refunds Down Almost 10% from Last Year Coresight Research July 8, 2020 Reasons to ReadEach year, the IRS reports tax return filings and refunds on a weekly basis, starting at the end of January until the April 15 deadline. This year, due to Covid-19, the US Department of the Treasury extended the deadline to file (and more importantly, to pay) July 15. In this report, we look at what happened in the 22nd week of the 2020 tax filing season, including: How the extended deadline has affected filings and refunds so far. The impact of the coronavirus shutdown on IRS operations. The current status of returns filed, processed and refunds issued. Read the 2020 Tax Tracker for week 21 here. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:2026 Sector Outlook: US Beauty Retailing—Fragrance, GLP-1 and Science-Led Innovation To Drive ExpansionHigh-Income Consumers Drive Uptick in Financial Optimism; Inflation Awareness Down Versus Early 2025: US Consumer Survey InsightsNRF 2025: Retail’s Big Show: Day One—Agentic AI in Focus for Nvidia; Retail Revolution for Amazon and Macy’sUS Retail Sales Outlook: Retail Sales Projections Moderate for the Holiday Quarter
Insight ReportRetail Robustness Index: July 2020 Update—A Revised Methodology Due to Changing Retail Environment Coresight Research July 8, 2020 Reasons to ReadCoresight Research’s Retail Robustness Index, first published on March 26, evaluated the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. This report updates the scores based on financial reports and store-reopening announcements. We also revise our methodology to factor in the major changes in the retail environment over the last three months. We rank the companies according to the following metrics: financial strength; financial health, sales capacity, product mix and management tenure. We highlight the top 10 retailers in our ranking and provide commentary on the companies that have seen the biggest score changes from the original index. This report follows the Retail Robustness Index: June 2020 Update and the original Retail Robustness Index published on March 26, 2020. Click here to view Coresight Research’s ongoing coverage of the coronavirus outbreak Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Analyst Corner: Three Key Predictions for India Retail in 2025, with Sujeet NaikRetail 2025: 10 Trends in Retail TechnologyRetail 2025: India Retail Predictions—Midyear Trends UpdateWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in Stores
Deep DiveFacing the Challenges of Modern Retail with Prescriptive Analytics Coresight Research July 8, 2020 Reasons to ReadFacing increasing competition from e-commerce companies, physical retailers are embracing analytics more than ever before. However, there are issues in implementing a data-driven decision-making model, such as usability, capacity, labor and lack of accountability. In this report, we explore how prescriptive analytics can help retailers to address these issues and solve challenges, as well as boost revenues and increase their efficiency. This report includes insights and discussion around the following topics: Current retail challenges—including reduced efficiency, noncompliance and theft and fraud Reasons why retailers are unable to adequately address these challenges The nature and benefits of prescriptive analytics—which prompts action, unlike predictive analytics The five core capabilities of prescriptive analytics—including shrink prediction and sentiment analysis We also present a sector overview, which comprises a market forecast and a breakdown of market drivers. This report is sponsored by Zebra Technologies. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:CES 2025 Wrap-Up: Top 10 Takeaways—AI, Retail Tech, Sustainability, and Health and Wellness Come into FocusConsumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 25: Predictive Data—Looking Ahead in US RetailInnovator Profile: Relocalize—Hyper-Local Production with Autonomous Micro-Factories to Cut Costs and Reduce Waste
Insight ReportH&M and Inditex Change Course, Closing Stores To Focus More on E-Commerce Coresight Research July 7, 2020 Reasons to ReadH&M and Inditex (owner of Zara), the world’s two biggest clothing specialist retailers, have announced plans to close a greater number of stores in the wake of the coronavirus crisis. We discuss: The long-term trend in store numbers at these retailers, including estimates for closures in 2020. The factors driving the acceleration in H&M’s and Inditex’s store-closure plans. The implications for total store closures and the demand for physical store space. Whether any apparel retailers can resist the momentum toward e-commerce and retain a focus on brick-and-motar stores. Click here to read our US Store Closures 2020 Outlook. Click here to read Coresight Research’s ongoing coverage of the coronavirus pandemic, and visit our Coronavirus Tracker for more information on temporary store closures and key developments. Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in:Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyGroceryshop 2025 Day Three: Driving Grocery’s Future with AI, New Revenue Models and Unified VisionKroger and Instacart Expand Partnership To Advance Agentic Shopping and Accelerate Delivery EfficiencyConsumer Sentiment Continues to Improve; Plus, Online Shopping in Focus: US Consumer Survey Insights
Three Things You Need To Know: Beauty Insights—Opportunities in India’s Beauty and Personal Care Market Coresight Research July 7, 2020 We present Three Things You Need To Know on Beauty Insights: Opportunities in India’s Beauty and Personal Care Market. Find the full report here. This document was generated for Other research you may be interested in:June 2025 US Retail Sales Outlook: Projecting Solid Growth as Consumer Sentiment Continues to RecoverEconomic Sentiment Remains Under Pressure; Plus, Apparel Shopping in Focus: US Consumer Survey InsightsFinancial Sentiment Turns Negative; Tariff Pessimism Deepens; Inflationary Trade-Down Persists: US Consumer Survey InsightsInnovator Matrix: MarTech
Event CoverageFashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and Inclusivity Coresight Research July 7, 2020 Reasons to ReadIndustry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. The second edition of Fashinnovation’s Worldwide Talks 2020 was a digital event that highlighted the major themes of sustainability and innovation in the fashion industry. We present key insights from the event on June 5 and 8, covering the following topics: Environmental sustainability—including ethical practices, recycling and learnings from the Covid-19 environment Innovation—including digital runway shows and the use of artificial intelligence in fashion Inclusivity—such as amplifying diversity and transparency in the fashion industry We also offer our observations of how the coronavirus crisis has impacted consumer focus on sustainability. Click here to read about Fashinnovation’s first Worldwide Talks 2020 virtual event in April. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:Playbook: GenAI to Agentic AI—From Pilot to PowerhouseWeekly US Store Openings and Closures Tracker 2025, Week 25: Furniture Frenzy—At Home’s Bankruptcy, Ashley’s Store Renewal and Openings from IKEA, Wayfair and MoreShoptalk Spring 2025: Day Two—Next-Generation Search and the Leading Edge of Storytelling, from Influencers to Lived ValuesRetail Under Pressure: How Will Tariffs Disrupt the Back-to-School and Holiday Seasons?
Flash ReportRetail 2020: 10 Trends in Global Retail—Post-Crisis Update Coresight Research July 7, 2020 Reasons to ReadWe provide our updated global retail trends for the remainder of 2020 and into 2021. We have identified five new retail trends and updated our top five existing retail trends in the wake of the coronavirus crisis. Among the themes we discuss are: How retail will be reshaped by the demands of a “mask economy” in stores and in e-commerce. The impacts of the Covid-19 crisis on sourcing by retailers. How some retail sectors will see more lasting impacts from the crisis. How the major pre-crisis themes of inclusivity and sustainability will remain at the top of many retailers’ agendas. Why the race to be a “super app” and the rollout of shopping festivals will both intensify. This report is available for free and can be accessed by registering for a free account. Coresight Research is publishing ongoing coverage on the coronavirus outbreak, which can be accessed here. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in:September 2025 US Retail Sales: Delayed Government Data Show Strong Retail Growth in SeptemberAnalyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerEconomic Sentiment Turns Negative This Week: Weekly US Consumer Sentiment, Week 37, 2025—InfographicAnalyst Corner: Three Themes Transforming US Apparel and Footwear Retail in 2025, with Anand Kumar
