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Recovery Analysis: C-Stores and Pet Stores

With some states already loosening restrictions, retail is slowly starting to show signs of recovery from COVID-19’s effect. In this Placer Bytes, we dove into the pandemic’s impact on pet stores and C-stores to see who is well-positioned and whether a return to normalcy could be on the horizon

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.

Breakfast Beats

Breakfast was all the rage pre-COVID-19 with several brands looking to get more involved. But, how has the pandemic impacted these pushes?

Off-Price: Who Could Outperform?

One sector that could be very well positioned for a coronavirus comeback is the Off-Price retail space. Although the current situation puts these retailers in a compromising position, if pre-corona performance is any indication as to how these retailers will bounce back after the economy re-opens, these brands can quite possibly come out the other side with a positive outlook.

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.

Where Do We Go From Here?

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