Ethan Chernofsky

articles published by this author

Placer Bytes: Costco & Lululemon

In this Placer Bytes, we dive into two retail giants from vastly different sectors, wholesale club king Costco and athleisure leader Lululemon.

December 8, 2020

Placer Bytes: GameStop Set to Surprise, Simon Talks Returns, Walmart Rising & Ollie's

In this Placer Bytes, we dive into Simon’s new return policy, GameStop’s turnaround potential, Walmart’s signs ahead of the holidays, and Ollie’s strong position.

December 7, 2020

Black Friday: An Early Look

Black Friday 2020 was never going to reach the ‘normal’ peak that this retail extravaganza usually hits. But, the recent rise in COVID cases and added restrictions created an extra obstacle for some states to overcome.

December 2, 2020

Placer Bytes: Checking in on Kroger, At Home and Michaels

In this Placer Bytes, we analyze what Kroger’s success means moving forward, break down the continued success of At Home and signs of a Michaels breakout.

December 1, 2020

Turkey Wednesday 2020

From the moment we identified this pillar of the supermarket calendar, we tracked it to see how different trends and events could impact its position. And no year has been as fraught with uncertainty as 2020.

November 30, 2020

Placer Bytes: Ulta & Big Lots

In this Placer Bytes, we dive into one of our 2020 winners, and two brands with strong hopes for a strong holiday season.

November 25, 2020

Placer Bytes: Dollar Stores and Five Below

In this Placer Bytes, we dive into the recoveries of value retailers Dollar General, Dollar Tree, and Five Below. Specifically, we analyze the timing of their visit growth ahead of a potentially massive holiday season for the value segment.

November 23, 2020

Placer Bytes: BevMo acquired, Burlington rising and Dollar Tree recovering

In this Placer Bytes, we dove into the BevMo acquisition, Burlington’s pre-holiday pace and Dollar Tree’s latest offline performance metrics.

November 19, 2020

Starbucks Moves the Needle Again

Just when we thought we’d praised the coffee giant enough over its Pumpkin Spice Latte launch, Starbucks took another step that left us watching with awe.

November 18, 2020

Placer Bytes: Best Buy, BJ's Wholesale and Dick's

In this Placer Bytes, we dive into Best Buy, one of the true kings of offline retail, and two of our 2020 winners - BJ’s and Dick’s Sporting Goods.

November 17, 2020

Checking in on Walmart, Sam's Club & Target

Heading into what will likely be a particularly unique holiday season, there is a group of retailers that seem to be impervious to the effects the wider retail ecosystem is experiencing offline.

November 12, 2020

Kings of 2020: Home Improvement

2020 was a banner year for madness in the retail sector, but even amid the pandemic that upended much of the ecosystem, there were bright spots. And none shined brighter than the home improvement sector led by industry giants Home Depot and Lowe’s.

November 10, 2020