Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Auto Parts + Amazon Fresh

Shira Petrack
October 26, 2021
Placer Bytes: Auto Parts + Amazon Fresh

In this Placer Bytes, we dove into the surge in visits to auto parts chains and looked into the latest data from Amazon Fresh to learn about the future of Amazon’s grocery push.

Auto Parts Visit Peaks

Visits to auto parts chains have been skyrocketing since March, with year-over-two-year visits to every brand analyzed up by double digits for the past seven months. September visits were up by 26.2%, 22.8%, 17.5%, and 12.4% to O’Reilly Auto Parts, Autozone, Napa Auto Parts, and Advance Auto Parts, respectively, when compared to September 2019, to cap off two straight quarters of significant year-over-two-year growth in foot traffic. Considering the extended period where cars sat mainly idle in garages and parking spots seems to have driven a surge in demand for neglected or unwarranted tuneups.

The bulk of the growth in visits seems to have occurred in March and April. Month-over-month foot traffic soared in March, rising by 38.0%, 34.9%, 33.1%, and 36.7% for O’Reilly Auto Parts, Autozone, Napa Auto Parts, and Advance Auto Parts, respectively. And despite the remarkably strong March, month-over-month visits increased again in April by 32.5%, 29.7%, 32.7%, and 31.2%, for O’Reilly Auto Parts, Autozone, Napa Auto Parts, and Advance Auto Parts, respectively.

Since April, month-over-month visit variance has fluctuated, but none of the monthly decreases have been significant enough to cut into the considerable gains of March and April. So while the sector is no longer on a growth spurt, auto parts chains’ strong spring performance seems to have given it a long-term boost.  

Checking In With Amazon Fresh 

It’s been a little over a year since the first Amazon Fresh grocery store opened in Woodland Hills, California in September 2020. And the e-commerce giant’s brick and mortar grocery concept is growing quickly, with new locations opening up across the country. As of late October, the brand listed on its website nineteen different Amazon Fresh locations, and foot traffic has been increasing accordingly. 

Diving Into Early Amazon Fresh Locations

But to get a better sense of how Amazon Fresh was doing a year in, we dove into eight locations that all opened on or before February 2021. The Woodland Hills, Irvine, Northridge, and Naperville locations all opened in late 2020, the Whittier and LA locations opened in January 2021, and the Fullerton and Oak Lawn locations opened in February 2021.

A baseline change analysis of visits shows that monthly foot traffic has more or less stabilized at most of these venues. The relative steadiness in visits shows that a core group of customers have added a trip to Amazon Fresh to their regular grocery routine, indicating that Amazon Fresh has successfully integrated into the grocery mix for the neighborhoods it entered. 

Who are Amazon Fresh’s Competitors?

Cross-shopping patterns for a brand show how many of the brand’s customers shop elsewhere as well. We focussed on grocery cross-pattern shopping to understand where Amazon Fresh fit into the larger grocery landscape. We looked at early Amazon Fresh locations that opened late 2020 to understand how customers have incorporated Amazon Fresh into their grocery shopping routines almost one year in, focussing on cross-shopping during the month of September 2021. 

It appears that some customers shop at both Amazon Fresh and at higher end grocery stores such as Trader Joe’s or Amazon-owned Whole Foods. But it also seems like Amazon Fresh’s biggest competitors are bigger, low-priced grocery stores, be it Ralphs in California or Jewel-Osco in Illinois. 

And this speaks to the unique potential Amazon Fresh has to be the core of Amazon’s future grocery push. While the Whole Foods acquisition drove major headlines, it appears that Amazon’s grocery evolution will center more largely around a value oriented push with Amazon Fresh. This would play directly into Amazon’s wider strength in distribution and convenience oriented efficiency as opposed to a higher end approach that would emphasize quality and a different type of in-store experience.

Will the auto parts sector maintain its strength? Will Amazon Fresh continue penetrating consumers' grocery routines? 

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.
How Will Primark’s US Expansion Impact Target?
All Eyes on Eyewear
Northwestern U.S. Grocery Dive
Return of the Lunch: Salad Chains Are Thriving
Retail Media Networks – Off the Beaten Track
Bet Your Bottom Dollar: Discount and Dollar Stores Drive Foot Traffic
Ulta & Lululemon: Discretionary Spending On The Up
The Score After Q1: Sporting Goods Chains
Who Uses NYC Airports: Biting Into The Big Apple’s Main Transport Hubs
Off Price: Strength in The Face of Retail Challenges
Visits Improve for Home Improvement
Walmart, Target & Wholesalers in Q1 2023 – The Return of Mission-Driven Shopping?
Department Store Roundup: Q1 2023 Office Index: April 2023 Recap Mall Index, April 2023 – A Rebound on the Horizon?
How Will Bed Bath & Beyond’s Bankruptcy Impact the Retail Space?
Buffet Restaurants: Filling Up on Foot Traffic
Thrift Stores: Vintage Visits Drive New Age in Apparel
The Windy City: A Hub of Post-Pandemic Opportunity
Diving into Dining Traffic - Q1 2023
Bring On The Joe
A Dollar (or more) For Your Thoughts: Five Below and pOpshelf
Dining Out With The Cheesecake Factory
Retail Foot Traffic Recap – March 2023
Digging Into 2023: McDonald’s and Chipotle Update Office Index: March 2023 Recap
How Did Key Retail Categories Perform in Q1 2023?
Northeastern USA Grocery Dive
Movie Theaters Storylines for 2023
Ollie's Bargain Outlet: Discounters are Evolving
Leveraging Brick-and-Mortar Retail in 2023
America’s Evolving Work Patterns: A Deep-Dive into New York and Chicago Mall Index March 2023
Tuning Into Record Stores
Five Franchises To Watch in 2023
What’s Next For Domestic Tourism?
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