In this Placer Bytes, we dive into Disney World’s reopening, Planet Fitness’s unique opportunity, and Best Buy’s stellar recovery.
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.
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.
In this Placer Bytes we take a bite out of McDonald’s, dive into the data surrounding Yum! Brands and check in on The Cheesecake Factory.
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.
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.
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.
On the whole, June was a significant step forward for the wider fast food industry, but the month did hold signs that leading brands may not be in the clear just yet.
Gyms were one of the first sectors to close among the spread of the pandemic, and rightfully so. But, as the economy begins to reopen across the country and gyms are permitted to open again, how will they perform? With most people working from home and creating their own “at-home” gyms, will the sector be able to bounce back?
There are few sectors as central to the retail experience as grocery chains, and the wider space experienced a unique form of upheaval because of the pandemic. We dove into June data to get a sense of the pace of recovery, and which brands are well-positioned for the months to come.
Early in 2020, we put together a list of brands that would end the year as clear winners. And halfway through, we’re still feeling good about our picks. Target’s pandemic low has been replaced by a recovery surge. Ulta, CVS, Chick-fil-A, and Chipotle are already within striking distance of 2019 levels, and even Bed Bath […]
New York is reopening and the success here could provide critical insights into the nature of the wider retail recovery. New York City was among the hardest-hit cities and the state was one of the hardest-hit states, and if a rebound can successfully happen here, there is tremendous room for optimism throughout the country.