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

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.

Travel Industry Update

With the overall economy slowly recovering and the country returning to ‘normalcy’, some sectors have been hit far harder than others. None more so than travel. So with a return en route, we dove back into this space to see how leading players are responding.

Placer Bytes: The Thing About Neiman Marcus and Allbirds

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