Ethan Chernofsky

Placer Bytes: Dillard's, JC Penney & Ross

In this Placer Bytes, we dive into two department brands and look at Ross after its expansion announcement.

McDonald's & At Home

In this post, we dive deep into McDonald’s and express some of the reasons we believe the brand is poised for an exceptional bounce back. But, because At Home has been so exceptional of late, we couldn’t dedicate the full blog to McDonald’s and left some space to laud this rising home goods giant.

Wholesale to Dominate the Holidays?

When we put together our expectations for who would dominate the coming holiday season one group that stood out were wholesale clubs. It seems that the unique nature of the current retail environment was well-suited to these brands.

Placer Bytes: Planet Fitness, Hibbett Sports & Gap

In this Placer Bytes, we dive into the remarkable recovery of Planet Fitness, Hibbett’s positioning ahead of the holidays, and dive into why Gap might be moving out of malls.

Holiday Sectors to Watch

The holiday season is upon us, and it may be among the strangest and most different in a long time. So, we tried to make sense of it, by highlighting a few sectors and brands that we believe will stand out in this unique period.

Placer Bytes: Checking in on Dunkin', Starbucks and Sprouts

In this Placer Bytes, we take a look at the recent performance of Dunkin’, Starbucks, and Sprouts as they push deeper into the recovery period.

2020 Prime Day's Offline Impact

Prime Day is a pinnacle for online shopping, yet in recent years the offline impact has been significant and growing. Brands like Walmart, Target, and Best Buy have aligned deals to take advantage of the excitement surrounding Prime Day to drive offline and online visits. Even Amazon entities like Whole Foods have gotten into the mix, utilizing the buzz and cross-channel deals to drive interest in stores.

Placer Bytes: American Dream & Workout Anytime

In this Placer Bytes, we dive into the initial data from the reopening of the American Dream mall and a fitness player’s unique positioning.

Placer Bytes: Chipotle, Tractor Supply & Albertsons

In this Placer Bytes, we dive into Tractor Supply’s continued surge, analyze Chipotle’s Q3 and look into Albertsons impressive grocery performance.

Fitness Recovery Update

Placer Bytes: Walgreens Recovery and H&M Closures

In this Placer Bytes, we dive into the pharmacy sector with a focus on Walgreens before taking a look at H&M following its announcement it’ll be closing 250 stores.

Placer Bytes: The Thing About Neiman Marcus and Allbirds

In this Placer Bytes we dive into Neiman Marcus's bankruptcy and Allbirds offline expansion.