Ethan Chernofsky

articles published by this author

Placer Bytes: Beauty Brands & Citi Trends

In this Placer Bytes, we dive into Ulta’s performance, Sephora’s expansion plans, and the continued rise of Citi Trends.

March 9, 2021

Placer Bytes: Dick's and Tractor Supply's New Acquisition

In this Placer Bytes, we dive into the performance of Dick’s Sporting Goods and break down the newest addition to the Tractor Supply kingdom.

March 8, 2021

Placer Bytes: Dollar General's Strength & Gap's Rebound

In this Placer Bytes, we dive into Dollar General’s continued strength and the recoveries of Gap and Old Navy.

March 4, 2021

Wholesale Giants

Prior to the pandemic, Costco has been among the most consistently strong performers in all of retail with year over year visit growth essentially a given. On the other hand, BJ’s Wholesale had been the clear third wheel in the battle for wholesale club supremacy.

March 2, 2021

Placer Bytes: Learning from Burlington, Nordstrom's Recovery & Dollar Tree's Opportunity

In this Placer Bytes, we dive into a critical lesson from Burlington’s recovery, the rebound potential for Nordstrom, and the opportunity for Dollar Tree.

March 1, 2021

Placer Bytes: Target's Hot Start, Kohl's and Ross Dive into 2021

In this Placer Bytes, we break down Target and dive into Kohl’s and Ross.

February 25, 2021

Placer Bytes: Best Buy, Big Lots and Grocery Risers

In this Placer Bytes, we dive into the surprisingly strong performance of Best Buy, Big Lots ongoing opportunity, and the trajectory of Sprouts and Kroger.

February 23, 2021

Placer Bytes: TJX, Macy's & Dillard's

In this Placer Bytes, we dive into the impressive results from the TJX portfolio, and the Q4 performances from Dillards and Macy’s.

February 22, 2021

Planet Fitness and the Return of the Gym

Admittedly, we have high hopes for the gym sector and for Planet Fitness specifically. But there are reasons for the excitement

February 18, 2021

Placer Bytes: Home Depot & Lowe's

In this Placer Bytes, we dive into the performances of Home Depot and Lowe’s to see if two of the top retail performers during the COVID era continued their dominance into Q4 and early 2021.

February 17, 2021

Placer Bytes: Walmart & BJ's Wholesale

In this Placer Bytes, we dive into the Q4 performance of Walmart and BJ’s Wholesale to see how these brands ended 2020 and kicked off 2021.

February 15, 2021

Placer Bytes: CVS and Floor & Decor

In this Placer Bytes, we dive into pharmacy giant CVS and one of the biggest surprises in retail, Floor & Decor.

February 11, 2021