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.

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

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