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: CVS, Tuesday Morning & Party City

In this Placer Bytes we take a closer look at one of retail’s top performing brands in CVS, and dive into two that have experienced recent struggles in Tuesday Morning and Party City.

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: Yum! Brands & Wendy's

In this Placer Bytes we dive into the Yum! Brands’s portfolio and fast-food giant, Wendys.

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.

Outlet Mall Recovery

There is no doubt that malls took a serious hit during the spread of COVID. However, as we’ve seen in previous reports analyzing the different recoveries of indoor and outdoor centers, the pace of recovery can be highly tied to format.

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.

Grocery Deep Dive

In our latest whitepaper, we took a deep dive into grocery foot traffic data uncovering many of the fascinating shifts the industry has seen since the beginning of the pandemic in March 2020. To get a bird’s-eye-view of the broader grocery sector trends, we analyzed a sample group of over 15 leading grocers.

Fitness Recovery Update