Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: At Home, Athletic Wear Gains, Off-Price Expansions

Ethan Chernofsky
March 17, 2021
Placer Bytes: At Home, Athletic Wear Gains, Off-Price Expansions

In this Placer Bytes, we dive into At Home’s continued strength, the recoveries of Lululemon and Nike, and recently announced off-price expansions.

At Home’s Impressive Run

Since early spring, At Home has been one of the most impressive brands in retail cashing in on the home furnishings surge that has lasted into 2021. The brand saw year-over-year growth deep into 2020 with visits in November, December, and January up 19.6%, 3.5%, and a massive 43.3% respectively. And while February did see a 1.1% dip year over year, the situation is hardly ‘bad’ with the month seeing fewer overall days than a year prior.

Looking at weekly visits year over year shows that an early January surge gave way to steady declines likely heavily influenced by the severe weather conditions seen throughout the country. But following two weeks where visits were down 5.7% and 2.2% respectively in the middle of February, offline traffic again rebounded the week of February 22nd with visits up 9.7% year over year. 

Lululemon and Nike Back on the Rise

Another high-performing segment has been the wider athleisure and athletic wear space. Brands like Lululemon and Nike, while seeing hits to offline traffic, have been among the stronger performers in all of retail, an especially strong testament to their strength considering the large number of locations in mall and hard-hit urban areas. By January, both brands saw visits in a relatively strong place down just 20.2% and 14.1% for Lululemon and Nike respectively. February hit both brands hard, like most of retail, but still, the signs are stronger than they appear at first glance.

Comparing the visits for both brands to 2019 levels show that Lululemon was down just 4.2% in January and 10.8% in February while Nike was down just 7.4% and 21.9% in January and February. The result is a picture where February’s unique challenges clearly limited recovery progress but were still far less damaging than might have been expected. In fact, the ability to achieve the numbers they did in the face of the wide range of retail obstacles was impressive and indicative of a sharp rebound in March. 

Unsurprisingly Expanding

Few sectors in apparel have proven to be as resistant to COVID challenges as off-price retail, and the sector’s strength does not appear to be dwindling. In fact, considering the recent expansion announcements by T.J. Maxx and Burlington, and the wider fit these brands have with key market trends, it’s fair to expect off-price leaders to have an exceptionally strong period to come. Apparel could see a significant bump in ‘first-time demand’ as shoppers increasingly head out to the stores, and the lingering economic uncertainty should make these locations an ideal stop. 

Considering this alongside the struggle of key department store brands, there may be a unique and extended ‘moment’ for these brands to show very strong performances. Yet, the most exciting question centers around what ‘tests’ these leaders might try to take advantage of their current advantage. Whether it be a more expansive digital offering, new partnership types or a new format that resides in-mall, there is real reason to expect more exciting announcements.

Will At Home’s reign continue? Can Nike and Lululemon rebound offline in March? Will Off-Price leaders live up to the unique potential they currently possess? Visit to find out.

Get 3 brand & industry
breakdowns every week

Subscribe to the newsletter

Great! Prepare your inbox for data-driven insights...
Oops! Something went wrong while submitting the form.

Get a Demo

Please enter your first name
Please enter your last name
Please provide a valid email
Please enter your email
Please enter company name

Thanks for reaching out!

One of our experts will be in touch soon

Try Free
Oops! Something went wrong while submitting the form.
It’s Showtime! Movie Theaters in the Spotlight
5 Limited Time Offers (LTOs) Driving Restaurant Traffic
Department Store Deep-Dive: Belk
Regional Grocery Chains Staying Ahead of the Competition
Five Chains that Rightsized for Success
Unlocking the Potential of Offline Retail Media Networks
Dining Out With Darden
What’s in Store for Self-Storage?
Nike + lululemon Update: Strong Performance Amid Expansion Plans
Many Ways to Win: Midwest Grocery Deep Dive
Retail, Reinvented: The Rise of the Pop-Up Shop
Navigating a New Normal in Business Travel & Commutes Office Index: February 2023 Recap
Retail Categories Staying Strong in Volatile Environment
Ulta Beauty: Poised for Success into 2023 Mall Index February 2023: Reasons for Continued Optimism
Catching Up With DICK’s & Hibbett
The Miami-Dade Arena: An Advertising Slam Dunk
Car Washes Revving Up Visits
Tuesday Morning and Sunrises in Home Furnishing
Dining & Valentine’s Day Recap
2023: The Year of the Discount Store
Aldi’s Success Highlights Growing Demand for Value Groceries
5 Retail & Service Categories Holding onto Pandemic Gains in 2023
Visitor Insights from Super Bowl 2023
2023 First Look: Home Improvement Update
How Are Target, Walmart, and Wholesale Clubs Faring in 2023?
Department Store Deep-Dive: Nordstrom
Off-Price: Taking Off in Uncertain Times
Checking in On Middle-Class Hubs
Who Attends the Super Bowl? Office Index: January 2023 Recap
Focusing On Fitness: Q4 and January Recap Mall Index: January 2023 – Returning Mall Normalcy?
Location Intelligence Insights Into Concert Attendance
Winning Dining Strategies for 2023
In-N-Out Burger: What to Expect as the Brand Moves East
Location Intelligence Breakdown: Coffee Caps-Off 2022
Digitally Native Brands Lean Into Brick & Mortar
Washington, D.C. Population Changes & Migration Trends
A Location Intelligence Perspective on Macy’s Rightsizing
Amazon-Powered Shopping: The Future of Brick-and-Mortar Grocery?
Cold Weather, Hot Visits: Diving into Winter Resorts
Wawa and 7-Eleven: Leaning Into the “Slurpee Effect”
2022 and Beyond: Catching Up With McDonald’s & Chipotle
Let’s Have Some Fun! Going Out Is In’s Q4 2022 Quarterly Index Adds Industry Executives to Leadership Team To Drive Company's Next Phase of Growth
5 Emerging Retail Formats: 2023’s Brick-and-Mortar Evolution
Grocery Update: Zooming in on the Lone Star State
2022 Office Recap: The Year of the TGIF Work Week
What Lies Ahead for Brick-and-Mortar Luxury in 2023 Mall Indexes: December 2022 Recap
Looking Back on 2022’s Holiday Shopping Season
Post-Pandemic Migration Trends in New York
Top Retailers for 2023
The Live Sports Advertising Opportunity
Domestic Migration to the Mountain States: Small Shifts with Big Implications
New Year, New Food: 5 Dining Trends For 2023
This is Why Shop-in-Shops Are Everywhere
Super Saturday 2022 Recap
The San Francisco Shift
Grocery Year-End Update: Publix in the Spotlight
Three Ways Retailers Can Think Small to Increase Store Impact
Offline Beauty Is on an Upswing
The Evolving Migration Patterns of New York’s Florida Snowbirds Office Index: November 2022 Recap
How Viral Social Media Trends Can Drive Offline Engagement
Are You Ready for Some Football? Experiential Marketing Shows Promise
Mall and Shopping Center Trends For 2023
Retail Corridors and Indoor Malls: A Holiday Head-to-Head
Placer Bytes: Nike, lululemon, and GameStop Update Mall Indexes: November 2022 Update
Black Friday 2022: Consumers Hear the Call
Digitally Native Brands: Taking Off, Offline
Discount and Dollar Stores Leading the Pack
Turkey Wednesday 2022
Retail’s Evolving Holiday Season
Placer Bytes: Starbucks and Department Stores Ahead of Black Friday
Ulta: A Force to be Reckoned With
College Towns Drive Dining Growth
Foot Traffic Trends Reveal Consumers Ready for Holiday Cheer
How Retailers Can Win Big By Going Small
How Are Consumers Feeling Ahead of Black Friday 2022?
Off-Price, Hibbett, and Dick’s Pre-Holiday Check-in
Ho, Ho, Wholesale: Costco, Sam’s Club, and BJ’s
October 2022’s Retail Rebound
Target and Walmart Ahead of the Holidays
Home Improvement: Leave it to the Pros
Despite Inflation, Holiday Season is Off to a Good Start Office Index: October 2022 Recap Mall Indexes- October 2022 Update
Americans Double Down on Fitness
The State of Grocery
CVS and Walgreens: The Wave Continues
Coffee Chains Brewing Up Visits Spotlight: Pizza Players
What Drove COVID-Era Urban Migration Trends?
Kroger and Albertsons: A Merging of Strengths