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- Insights
Admittedly, the athleisure and athletic wear space was one where we expected to see a rapid and significant recovery. Yet, the magnitude and speed of the recovery deserve extra note because many of the brands that headline the sector are facing significant challenges that make the success all the more impressive.
- Insights
Like the home improvement sector, home furnishings leaders saw that strength continue into 2021. But as retail increasingly reopens and normalcy increasingly returns, the big question of whether the peaks are sustainable, and which brands might be best positioned arises.
- Data Deep Dive
In spite of pessimistic predictions made during the height of the pandemic, the fitness sector is experiencing an impressive offline recovery. And while the sector’s recovery pattern can undoubtedly be tied to an accelerated pandemic-influenced health trend, there is another significant contributor to its gradual growth in visits. Fitness brands are internalizing and quickly adapting to new challenges and shifts in consumer behavior patterns.
- Insights
Considering the unique effects of COVID, QSR brands were among the best situated in all of offline retail, but especially the dining sector.
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- Insights
In the last year, the dollar store sector has clearly been among the better positioned segments within all of retail. And there is real reason to believe that this is just the beginning.
- Placer Bytes
In this Placer Bytes we dive into three leading beauty brands - Ulta, Sephora and Bath & Body Works.
- Insights
While every sector has its doubters, off-price leaders were the focus of a high level of concern during COVID because of their reliance on physical locations. And while the ultimate success of the sector, especially relative to the wider apparel space, was hardly impossible to predict, the performances of top brands in the space were truly impressive.
- Insights
April marked an important month for retail recovery, but one sector that may be less thrilled to see the coming spring is home improvement. The brands in the space have seen incredible strength throughout the pandemic, with Q1 marking another strong quarter.
- Placer Bytes
In this Placer Bytes, we dive into the recoveries of two offline retail titans - Walmart and Target.
- Insights
The wholesale club sector experienced several fundamental disruptions during the pandemic that offered the potential to redefine the space. Brands like BJ’s Wholesale Club surged with 13.0% visit growth in 2020 compared to 2019, while Sam’s Club saw a 4.3% increase in visits year over year.
- Insights
Department stores faced a uniquely challenging environment in the last year with COVID limiting visits to malls, retail stores and more product brands looking to emphasize DTC channels.
- Insights
When we covered Best Buy’s strong start to 2021, we noted that the brand was positioned exceptionally well for the recovery period. And while our overarching affection for the brand and its powerful strategic decisions are clear at this point, recent data only deepens our expectation for a very strong 2021.
