Turkey Wednesday

We all know about Black Friday and Cyber Monday, with Giving Tuesday even finding its way into the Zeitgeist. But what about Turkey Wednesday?  While the name might still need some workshopping, there may not be a bigger day for grocers than the Wednesday before Thanksgiving. The Holiday Season Addition We Didn’t Realize We Already […]

By Ethan Chernofsky on November 22, 2019

The End of Black Friday?

Black Friday is the most important shopping day of the year. But will it remain that way?

By Ethan Chernofsky on November 21, 2019

Q3 Index – Home Goods and Improvement Sector

We’re continuing our Q3 Retail Index with something that really hits home, the Home Goods & Improvement sector that is. Did this quarter deliver results after a strong spring season? We dove into foot traffic data to see.  Most Improved In Q2 only two of the ten companies analyzed experienced a drop in traffic from […]

By Tali Rozenman on November 19, 2019

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