Placer Bites: Popeyes, Papa Johns and TGI Fridays

Popeyes…. Clucking Amazing It’s difficult not to rave about how unbelievably successful Popeyes has been in the last few months. The Chicken Sandwich craze and the #chickenwars battle that ignited it was a fun summer story. But to give all of the credit to a social craze belies just how effectively Popeyes has been able […]

By Ethan Chernofsky on November 18, 2019

Q3 Retail Index – General Merchandise & Grocery

Each quarter we take a look at the overall progress of specific sectors in order to better understand the wider space’s trends, potential, seasonality and beyond. To kick off our Q3 Retail Index series, we dove into the General Merchandise & Grocery sector. Growth Abounds In our Q2 analysis, we measured 10 brands and saw […]

By Ethan Chernofsky on November 14, 2019

Wegmans Coming to NY

If you’ve ever shopped in a Wegmans the idea that the brand has developed a cult following should come as little surprise. So it is certainly expected that upon launching their new Brooklyn store, other rival brands like Trader Joe’s and Whole Foods may be feeling the heat.  We dug into the overall trends for […]

By Ethan Chernofsky on November 12, 2019

Placer Bites: Puma, Nike, Lululemon and the Retail Vacuum

The Retail Apocalypse narrative is mixed with pure facts, a great deal of speculation and some equally pure myths. One of the elements that is certainly true is that there has been a wide range of closures – especially for brands looking to be an ‘everything for everyone’ option. And a wide range of closures […]

By Ethan Chernofsky on November 11, 2019

Chicken Wars: The Sequel

Yes, the Chicken Wars were a huge boon for Popeyes and others this summer. The excitement around chicken sandwiches reached a fever pitch, lines spanned around the block and the poultry craze seemingly took over the summer of 2019. But as everyone knows, the sequel is always better than the original. Well, maybe not always, […]

By Zohar Bar-Yehuda on November 7, 2019

Walmart, Target and Chipotle’s Earnings and Why They Matter

Concerns abound about both the Fast Casual industry and the wider retail space, yet many brands are clearly bucking the trend. Few though are doing so with the same gusto as Chipotle in the food space and Walmart and Target in retail. We dove into their Q3 performance to get a better sense of their […]

By Ethan Chernofsky on November 7, 2019

Q3: Peaks, Valleys and Closures

What do CVS, Office Depot and JC Penney all have in common? They’ve been pushed to close stores in 2019. So we decided to analyze Q3 data to get a sense of the overall situation for these chains. Is there a silver lining to their difficult closure announcements or does it portend a future that […]

By Ethan Chernofsky on November 5, 2019

Placer Bites: Target Takes on Toys, Gymboree Makes a Comeback

Target is bringing the magic to its stores with a recent Disney collaboration.  Twenty-five stores nationwide have already opened in-store Disney shops, with many more expected to launch by this time next year. We looked at five locations in different states to see what we could learn from foot traffic and audience data.  All five […]

By Tali Rozenman on November 4, 2019

Hallowinning

For most retailers, Thanksgiving and Christmas are the most wonderful times of the year when it comes to visit volume. But what about the stores that wait patiently for the spookiest day of the calendar?  In honor of Halloween, we looked into some costume favorites to see what fall’s costume peak time means for them.  […]

By Tali Rozenman on October 31, 2019

Subway’s Woes?

There are concerns that Subway’s growth strategy may be impacting the company’s ability to grow. In the last two years, the brand has shuttered nearly 1,000 locations each year. One of the primary complaints is that the push to expand too quickly has led to an overabundance of stores and shrinking sales and success on […]

By Ethan Chernofsky on October 29, 2019