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Placer Bytes: Dollar Model Showdown?

In this Placer Bytes, we analyze Dollar General and Dollar Tree ahead of their upcoming earnings. The early sentiment? The value model looks to be a powerful combination of short term success and long term potential.

Grocery Behavior: How It’s Changed, Will It Last

The short term impact of the COVID-19 pandemic has been the primary focus, and with good reason. But, with states beginning to loosen restrictions and retail showing signs of a recovery, there are changes to consumer behavior that could have potentially long-lasting ramifications.

Recovery Analysis: C-Stores and Pet Stores

With some states already loosening restrictions, retail is slowly starting to show signs of recovery from COVID-19’s effect. In this Placer Bytes, we dove into the pandemic’s impact on pet stores and C-stores to see who is well-positioned and whether a return to normalcy could be on the horizon

Placer Bytes: Supercenters, Home Improvement and Theatres

Walmart and Target have been two of the more significant retailers to track during the pandemic because of their essential retail status. While both saw significant year-over-year growth from 2018 to 2019 in Q1, that visit growth turned to a decline in 2020 as a result of the pandemic. Yet, the picture is far more complex than a simple decline.

Breakfast Beats

Breakfast was all the rage pre-COVID-19 with several brands looking to get more involved. But, how has the pandemic impacted these pushes?

Off-Price: Who Could Outperform?

One sector that could be very well positioned for a coronavirus comeback is the Off-Price retail space. Although the current situation puts these retailers in a compromising position, if pre-corona performance is any indication as to how these retailers will bounce back after the economy re-opens, these brands can quite possibly come out the other side with a positive outlook.

Where Do We Go From Here?

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