Ethan Chernofsky

articles published by this author

Placer Bytes: Recoveries for Lululemon, Macy's and Nordstrom

In this Placer Bytes, we dive into the recoveries of Lululemon, Macy’s, and Nordstrom to check on the status of some of apparel’s biggest brands.

September 1, 2020

Placer Bytes: At Home, the Home Goods Surge and Michael's

In this Placer Bytes, we dive into At Home and the surging home goods sector and break down Michaels’s recovery.

August 31, 2020

Placer Bytes: Back to School Revival?

There are few sectors that rely on the back-to-school season to the same extent as office and school supply leaders. From Office Depot to mass merchandise leaders like Walmart, the season can drive huge returns.

August 27, 2020

Placer Bytes: Burlington and Ulta Recovery Check, & Big Lots' Big Q2

In this Placer Bytes, we analyze Burlington’s up-and-down recovery, Ulta’s drive to normalcy and how Big Lots trends have differed from others in the space.

August 25, 2020

Placer Bytes: Dollar Magic and Best Buy.... Magic

In this Placer Bytes, we dive into the insane momentum driving dollar stores and a similar power being revealed for Best Buy.

August 24, 2020

Placer Bytes: BJ's Impresses, Dick's Back to School & the Stein Mart's Beneficiaries

In this Placer Bytes, we dive into BJ’s continued rise, what Dick’s Sporting Goods performance tells us about back-to-school, and the brands that could benefit from Stein Mart’s closures.

August 20, 2020

Chicken Wars: 'Winter' is Coming?

There were few stories that captivated the fast food industry like the ‘Chicken Wars’ of 2019. And much of this went far beyond the initial surge and centered around the fundamental shift it caused for Popeyes - leading to a near year-long run of ongoing growth.

August 18, 2020