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Q4 Food Index

The holidays brought a much-needed bump to the Apparel and Grocery sectors, but were they as exciting for the Food sector as we anticipated? We dug into eleven top restaurant chains to see how they performed in Q4.

Q4 Home Goods & Improvement Index

Next up for our retail index analyses is DIYers’ favorite category, Home Improvement and Home Goods. This sector performed well through the first three quarters of 2019 with two brands dominating at the top, Lowe’s and The Home Depot.

Placer Bytes: Best Buy, CVS and Modell’s

Best Buy is an interesting case. The retailer is closing stores, but much of this is part of a strategic effort to improve its overall business with a more streamlined omni-channel approach.

Hy-Vee’s Super Bowl Win

Taking Business Insider’s ranking for the most popular supermarket by state as our starting point, we looked at the two primary beneficiaries of the 2020 Super Bowl, Missouri and California.

Anything But Brandless

Two interesting news items about DTC related brands are important to take note of. Last week, Fourpost, a retail concept aiming to give a home to DTC brands, announced it would be closing shop.

Walmart’s Growing Strength

In the world of offline retail, there is simply no matching the juggernaut that is Walmart. And looking at the in-store performance of Walmart Supercenters from November 2019 through January 2020 was, yet again, impressive. All the more so considering the shorter holiday season.

Q4 Retail Index – Grocery

Between the build-up to Christmas and the annual supermarket holiday that is Turkey Wednesday, grocers and general merchandise retailers have much to be excited about when Q4 rolls around.

Placer Bytes: Under Armour, Dunkin’, Levi’s

Nothing ignites the competitive retail spirits like some good, old-fashioned industry insults. In a recent interview, Lululemon founder Chip Wilson said that Under Armour “lost it many years ago” attributing much of the company’s decline to the focus on wholesale. Instead, he opined that the future of the U.S. athleisure space belonged to Lululemon, Nike and Adidas.

The Key for RBI

Even on the back of an incredibly strong Q3 for Popeyes and Burger King, parent company Restaurant Brands International suffered due to the struggles of Tim Horton’s. With Q4 earnings on the horizon, we dove into the performance of all three brands to see whether RBI can see strong results across its portfolio.

More Macy’s Closures

The store closure storm is brewing, and Macy’s is at the forefront with its recent announcement of nearly thirty additional store closures in the coming months. But, as we’ve seen in the past, there’s much more than meets the eye when it comes to closures. So, we dove into some of the closing locations so see what’s driving Macy’s strategy.

Where Do We Go From Here?

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