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Placer Bytes: Under Armour, Dunkin', Levi's
Nothing ignites the competitive retail spirits like some good, old-fashioned industry insults. In a recent interview, Lululemon founder Chip Wilson said that Under Armour “lost it many years ago” attributing much of the company’s decline to the focus on wholesale. Instead, he opined that the future of the U.S. athleisure space belonged to Lululemon, Nike and Adidas.
The Key for RBI
Even on the back of an incredibly strong Q3 for Popeyes and Burger King, parent company Restaurant Brands International suffered due to the struggles of Tim Horton’s. With Q4 earnings on the horizon, we dove into the performance of all three brands to see whether RBI can see strong results across its portfolio.
More Macy's Closures
The store closure storm is brewing, and Macy’s is at the forefront with its recent announcement of nearly thirty additional store closures in the coming months. But, as we’ve seen in the past, there’s much more than meets the eye when it comes to closures. So, we dove into some of the closing locations so see what’s driving Macy’s strategy.
Yum! Brands's Recipe For Success
Towards the end of 2019, Yum! Brands announced a few strategic hires in order to improve its cross-brand strategy and enhance the overall customer experience through new technological advancements. So, As Yum! gears up for a fresh start in 2020, we dove into some of its top brands’ performances to see how well the company is positioned for a successful new year.
Pier 1 Closures - Who Stands to Gain?
Pier 1 is set to shutter nearly half of its offline footprint in 2020. While this isn’t great news for the brand, it could be good news for surrounding stores that have the potential to gain significant foot traffic from these closures.
Placer Bytes: Kohl's, Pier 1 and Target's Activewear
Having CNBC’s Jim Cramer call your company ‘roadkill’ is certainly not an ideal way to start the year for Kohl’s. However, there are strong indications that the weaker than hoped for holiday period was actually a result of elements beyond the brand’s control, namely the length of the holiday season.
