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- Data Deep Dive
As a result of the pandemic, there has been a significant shift happening in major cities with many, if not most, seeing an exodus of residents. This has led some to speculate that the impact on city-oriented retail could be especially severe.
- Insights
In this Placer Bytes, we dive into the recent recovery data from pharmacy leaders CVS and Walgreens and analyze their potential in the coming months.
- Insights
When looking at the pandemic’s impact on restaurant performance, there was a clear distinction between sit-down restaurants and QSR players. The latter group saw a significant boost from existing strength in takeaway, drive thru and delivery.
- Data Deep Dive
While the change in migration during COVID was not as dramatic as some expected, even small shifts in migration patterns could have major implications for strategic business decisions. The way Americans move can impact the way retailers reach their audiences, which office space strategies top employers must utilize, and how cities and regions drive key tax revenue.
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- Insights
While the headlines were hardly related to their offline performance, AMC Theatres and GameStop moved to the forefront with their latest stock market news.
- Placer Bytes
In this Placer Bytes, we dive into At Home’s continued strength, the recoveries of Lululemon and Nike, and recently announced off-price expansions.
- Insights
In this Placer Bytes, we provide critical context for a difficult February and break down the latest beneficiary of the Chicken Sandwich.
- Insights
We checked back in on some of Darden Restaurants’s top brands to see how the recovery is going thus far into the new year.
- Placer Bytes
In this Placer Bytes, we look at two of retail’s strongest in Five Below and Michaels and break down the potential for a Belk recovery.
- Placer Bytes
In this Placer Bytes, we dive into Ulta’s performance, Sephora’s expansion plans, and the continued rise of Citi Trends.
- Placer Bytes
In this Placer Bytes, we dive into the performance of Dick’s Sporting Goods and break down the newest addition to the Tractor Supply kingdom.
- Placer Bytes
In this Placer Bytes, we dive into Dollar General’s continued strength and the recoveries of Gap and Old Navy.
