Placer Bytes: Home Depot, Lowe’s and the Endless Home Improvement Surge
Ethan Chernofsky
August 13, 2020
In this Placer Bytes we dive into the data surrounding Lowe’s, Home Depot and the wider home improvement sector
Author: Ethan Chernofsky
Placer Bytes: Kohl’s, TJX Recovery Performances
Ethan Chernofsky
August 11, 2020
In this Placer Bytes, we dive into Kohl’s amidst wider concerns over the future of the department store and the impressive performances across the TJX portfolio.
Is Black Friday still as critical as we think?
Ethan Chernofsky
August 6, 2020
With Walmart and Target among some of the brands announcing that they won’t be opening this Thanksgiving, a lot of attention is going to focus on Black Friday’s ability to make up the difference.
Placer Bytes: Hibbett and Panera Rising
Ethan Chernofsky
August 4, 2020
In this Placer Bytes, we dive into Hibbett’s growth and the overall strength of the sporting goods sector, and break down the latest from Panera.
Placer Bytes: Disney’s Reopening, the Planet Fitness Opportunity and Best Buy’s Recovery
Ethan Chernofsky
August 3, 2020
In this Placer Bytes, we dive into Disney World’s reopening, Planet Fitness’s unique opportunity, and Best Buy’s stellar recovery.
Placer Bytes: CVS, Wendy’s, Shake Shack & Wingstop
Ethan Chernofsky
July 30, 2020
In this Placer Bytes, we break down traffic for one of the top pharmacies and analyze the recoveries for Wendy’s, Shake Shack and Wingstop.
Placer Bytes: Grocery Surprises, Heavyweight Dominance and Floor & Decor
Ethan Chernofsky
July 28, 2020
In this Placer Bytes, we dive into grocery chains we’ve yet to touch on including Sprouts, Weis, and Winn Dixie. Then we take a moment to appropriately laud the offline retail giants and break down Floor & Decor’s rebound.
Starbucks and Dunkin’ Rising and The Magic Recovery Metric?
Ethan Chernofsky
July 23, 2020
Starbucks and Dunkin’ Donuts are two of the most well-known and well-loved brands in the country. And while they were hit hard by the pandemic, recovery is underway for both.
Wholesale Update: Costco’s Back, BJ’s and Sam’s Club Continue to Rise
Ethan Chernofsky
July 21, 2020
The wholesale sector has been so thoroughly dominated by Costco in recent years, that one can be forgiven for ignoring other players in the space. Yet, Sam’s Club has been on the rise and BJ’s Wholesale has seen a massive surge since the start of the pandemic.
Placer Bytes: Tractor Supply, Chipotle and Bloomin’ Brands
Ethan Chernofsky
July 20, 2020
In this Placer Bytes, we break down Tractor Supply’s surge, Chipotle’s post-shutdown status, and the potential of some of Bloomin Brands’ top assets.
