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Placer Bytes: Opportunities in the Plus-Size Market, Michaels Post Pandemic Push
In this Placer Bytes we check back on the growth in the plus-size apparel sector to see if the promise of the space is being fulfilled. Then we dive into DIY player Michaels to see if the wider sector bump can give a boost to this key player.
Placer Bytes: Post Pandemic Prognosis for Dick's and Pier 1 Closure Beneficiaries
Pre-pandemic, Dick’s Sporting Goods was riding high with strong traffic growth and some powerful initiatives to drive further in-store strength. Pier 1, on the other hand, is facing the end of its road.
Placer Bytes: Costco's Outlook, Burlington's Potential and Ulta
In this Placer Bytes we dive into Costco’s performance and what changes to consumer behavior could mean for the coming months. Then we take a look at two of retail’s strongest pre-COVID performers to get a sense of how they could rebound.
Grocery Behavior: How It's Changed, Will It Last
The short term impact of the COVID-19 pandemic has been the primary focus, and with good reason. But, with states beginning to loosen restrictions and retail showing signs of a recovery, there are changes to consumer behavior that could have potentially long-lasting ramifications.
Recovery Analysis: C-Stores and Pet Stores
With some states already loosening restrictions, retail is slowly starting to show signs of recovery from COVID-19’s effect. In this Placer Bytes, we dove into the pandemic’s impact on pet stores and C-stores to see who is well-positioned and whether a return to normalcy could be on the horizon
Placer Bytes: Supercenters, Home Improvement and Theatres
Walmart and Target have been two of the more significant retailers to track during the pandemic because of their essential retail status. While both saw significant year-over-year growth from 2018 to 2019 in Q1, that visit growth turned to a decline in 2020 as a result of the pandemic. Yet, the picture is far more complex than a simple decline.
Placer Bytes: Mass Merchandise Consumer Behavior Changes, Macy's Prognosis
With the pandemic leaving a massive impact on the retail sector, much of the discussion has rightfully centered around the huge impact on sales and performance. Yet, coronavirus has affected the way consumers shop as well, and this could potentially last far longer.
Off-Price: Who Could Outperform?
One sector that could be very well positioned for a coronavirus comeback is the Off-Price retail space. Although the current situation puts these retailers in a compromising position, if pre-corona performance is any indication as to how these retailers will bounce back after the economy re-opens, these brands can quite possibly come out the other side with a positive outlook.
