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.

Placer Bytes: IKEA's Dominance, Levi's Next Move & Footwear

In this Placer Bytes, we analyze IKEA’s surprising surge, the potential next steps for Levi’s, and the impressive performance of footwear retailers.

Off-Price Check In

In this Placer Bytes, we analyze IKEA’s surprising surge, the potential next steps for Levi’s, and the impressive performance of footwear retailers.

Placer Bytes: The Office Supplies Comeback & Alcohol Shopping Increases

In this Placer Bytes, we check in on office supplies to see if there are signs of life and dive into rising visits to a leading purveyor of wine and spirits.

Placer Bytes: Ascena's Assets, Bed Bath & Beyond's Future & Dunkin's Surge

In this Placer Bytes, we dive into Ascena’s strengths as a means of looking forward, break down Bed Bath & Beyond’s latest and dive into Dunkin’s surge.

Indoor / Outdoor Malls - September Update

In July, we broke down the relative recoveries of outdoor and indoor shopping centers and found that, perhaps unsurprisingly, the former were recovering faster. The combination of shoppers’ concerns about COVID, limitations on which retailers were reopening, and other factors gave outdoor centers an advantage during the early stages of the recovery.

Placer Bytes: JC Penney's Buyout and Darden Restaurants

In this Placer Bytes we dive into the data surrounding JCPenney and Darden Restaurants.

Placer Bytes: Costco Rising, Nike Expanding and Goodbye Pier 1

In this Placer Bytes, we’ll dive into Costco’s return, Nike’s offline future, and what the loss of Pier 1 will mean for the home goods sector.

Placer Bytes: Trader Joe's, American Dream, & Home Depot's Black Friday

In this Placer Bytes, we dive into the impressive rebound of Trader Joe’s, the potential for American Dream’s reopening, and Home Depot’s two-month-long Black Friday.