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Wholesale Update: Costco's Back, BJ's and Sam's Club Continue to Rise
The wholesale sector has been so thoroughly dominated by Costco in recent years, that one can be forgiven for ignoring other players in the space. Yet, Sam’s Club has been on the rise and BJ’s Wholesale has seen a massive surge since the start of the pandemic.
Gyms on the Mend
Gyms were one of the first sectors to close among the spread of the pandemic, and rightfully so. But, as the economy begins to reopen across the country and gyms are permitted to open again, how will they perform? With most people working from home and creating their own “at-home” gyms, will the sector be able to bounce back?
Grocery Recovery - June Update
There are few sectors as central to the retail experience as grocery chains, and the wider space experienced a unique form of upheaval because of the pandemic. We dove into June data to get a sense of the pace of recovery, and which brands are well-positioned for the months to come.
2020 Winners - Pandemic Update
Early in 2020, we put together a list of brands that would end the year as clear winners. And halfway through, we’re still feeling good about our picks. Target’s pandemic low has been replaced by a recovery surge. Ulta, CVS, Chick-fil-A, and Chipotle are already within striking distance of 2019 levels, and even Bed Bath & Beyond is showing strength in recent weeks.
New York Recovery
New York is reopening and the success here could provide critical insights into the nature of the wider retail recovery. New York City was among the hardest-hit cities, and if a rebound can successfully happen here, there is tremendous room for optimism throughout the country.
Placer Bytes: Bed Bath & Beyond, Best Buy and Walgreens
<!-- wp:paragraph --> <p>In this Placer Bytes, we dive into Bed Bath & Beyond’s current status, Best Buy’s reopening, and Walgreens’s positioning within the pharmacy market.</p> <!-- /wp:paragraph --> <!-- wp:heading {"level":3} --> <h3><strong>Look Out for Bed Bath & Beyond</strong></h3> <!-- /wp:heading -->
Indoor vs. Open Air Malls - Who's Performing Better?
A common narrative during the COVID recovery period has been that indoor malls are facing a near existential crisis. To analyze the validity of this argument, we dove into ten of the top indoor malls and ten of the top outdoor centers to compare their relative performance in order to break down the pace of recovery and the potential for the coming months.
How We Eat - Behavior Changes for Breakfast
As we make our way deeper into the retail recovery, the question of the lingering impact on certain behavioral changes comes to the forefront. What’s changed? How much did it change? And which of these changes have true staying power? And nowhere is this question more significant than for top QSR brands that had a clear morning orientation.
