Ethan Chernofsky

articles published by this author

2021 Fast Starts

2020 was certainly not the greatest year ever for offline retail, but its effects may already be driving strength for some brands in 2021. While this year will hopefully be marked by a strong recovery amid COVID’s declining effects, some brands are already showing clear strength.

February 9, 2021

Placer Bytes: Pets and Shoes

In this Placer Bytes, we dive into two retail segments that seem impervious to the pandemic’s effects - pets and shoes.

February 8, 2021

Placer Bytes: Office Supply Opportunity & Market by Macy's

In this Placer Bytes, we dive into the office supplies sector and the data from Macy’s outdoor concept - Market by Macy’s.

February 4, 2021

Placer Bytes: Retail Look back, Southeastern IPO

In this Placer Bytes, we take a look at overall retail performance in 2020 and 2021 and dive into Southeastern’s Winn Dixie - even without their IPO.

February 3, 2021

Thoughts on GameStop & AMC

To be clear, the stock price surges for GameStop and AMC had little, if not nothing, to do with their offline traffic, online traffic, or any other normal metric.

February 1, 2021

Placer Bytes: Athleisure Check-In, Citi Trends & Friendly's

In this Placer Bytes, we dive into the athleisure sector, the announcement by Citi Trends of 100 new stores, and the acquisition of Friendly’s by the Amici Partners Group.

January 28, 2021

Placer Bytes: Making Sense of Tractor Supply & IKEA

In this Placer Bytes, we dive into Tractor Supply’s success and analyze what’s hurting IKEA.

January 26, 2021

Placer Bytes: McDonald's, Whole Foods and Amazon

In this Placer Bytes, we dive into the Q4 performances of McDonald’s and Whole Foods and one element that prepared Amazon for a stellar Q4.

January 25, 2021

Placer Bytes: Starbucks & Tuesday Morning

In this Placer Bytes, we dive into Starbucks and Tuesday Morning to see just how bright 2021 could be for both brands.

January 21, 2021

2020 Q4 Index: The Grocery Sector

One of the sectors less affected by the pandemic was the wider grocery space; yet even here, there were dramatic changes in shopping behavior. How did this affect the sector from a larger perspective?

January 19, 2021

2020 Q4 Index: The Fitness Sector

One of the sectors most heavily impacted by the pandemic was the fitness space. The inability to have large crowds indoors inherently limited the sector’s ability to reach its full offline potential.

January 18, 2021

Placer Bytes: Costco's December and Mall Holiday Analysis

In this Placer Bytes, we dive into the December performance of Costco and analyze the holiday season for malls.

January 12, 2021