Author: Ethan Chernofsky

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.

Early Signs from Early Reopenings

Several states have begun reopening their economies and the wider retail ecosystem has been watching closely. While early returns have been mixed in states like Georgia, signs are beginning to appear that could give a strong indication of what path retail’s recovery could take.

Placer Bytes: Home Office Surge, Apparel’s Bankruptcy Beneficiaries

With the rise of social distancing and stay-at-home regulations came an increased focus on work from home. And this process may have given a second wind to brands like Office Depot and Staples. Analyzing traffic since the start of 2019, shows two clear trends.

QSR Reckoning

With earnings coming for Starbucks (SBUX), Restaurant Brands International (QSR), and Yum Brands (YUM), we dove into their Q1 data to see how they were performing pre-coronavirus and analyze the impact on their overall offline health.

Placer Bytes: Retail’s Kings & Popeyes on the Rise

Walmart and Target are dominant forces in the retail sector that seem to only grow stronger over time. Popeyes is a brand that reached new heights in QSR in 2019, and has maintained that strength well into 2020.

Grocery Update – Who Is Best Positioned?

There are two major questions when looking at current data in the Grocery industry. Who is performing well during the crisis and what could it mean long term?

QSR Bounceback

There are few industries that have taken the same offline hit as the QSR sector. With many closing in-store dining options as early as mid-March, the wider industry saw a precipitous drop in visits shortly thereafter.

Wholesale & Mass Merchandise Update

Following initial surges in traffic, the Wholesale and Mass Merchandise sectors saw visits decline to levels significantly lower than their norm. Yet, much of these drops have been self-imposed, with Costco, Walmart and Target all imposing restrictions on in-store traffic.

Where Do We Go From Here?

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