Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Checking in on Kroger, At Home and Michaels

Ethan Chernofsky
December 1, 2020
Placer Bytes:  Checking in on Kroger, At Home and Michaels

In this Placer Bytes, we analyze what Kroger’s success means moving forward, break down the continued success of At Home and signs of a Michaels breakout.

Learning about Kroger’s Future from its Present

Few have had a better turnaround in 2020 than Kroger. After and up and down 2019, the last ten months have produced an impressive run, especially in light of the pandemic. Kroger was part of a group of traditional grocers that have seen their value increase as visitors increasingly prioritize the combination of value and the ability to serve as a one-stop-shop. But the big question is whether this success will translate into a longer term run, and early data appears to indicate yes. 

While the first two quarters of 2020 were dominated by a direct reaction to the pandemic, Kroger saw significant summertime success as well. Apart from September visits down 3.8%, August and October were up 4.3% and 1.2% respectively year over year. With the coming year likely to privilege grocery as a result of continued economic uncertainty, Kroger could be among the best positioned to see their success continue.

Is At Home a Powerhouse in the Making?

Visits in April were down over 90% year over year, yet the rising home goods giant has seen nothing but impressive offline results since then. Visits in August, September and October were up 35.8%, 22.4% and 18.5% respectively year over year, with the August number marking the brands highest year over year growth mark in 2020.

And even better, it looks as though the brand is gearing up for an especially successful holiday season. At Home is enjoying a wider wave carrying many home goods brands to strong visit numbers, and they appear to be picking up again. After watching visit gaps decline to flat compared to 2019, At Home has seen a resurgence in recent weeks. The weeks beginning November 2nd, 9th, and 16th were up 15.6%, 25.5%, and 22.5% respectively, indicating that the brand’s offering could be in very high demand this holiday season.


After seeing visits up 0.7% and 4.4% respectively in July and August, optimism abounded for Michaels. Yet, the next two months left much to be desired with visits down 8.4% and 11.6% respectively in September and October. And there was good reason to doubt whether the earlier success would hold.

But the decline does seem to be turning around, and quickly. The six weeks beginning September 18th were down an average of 13.7%, but the week of November 9th saw an abrupt change with visits down just 0.1%. And the week beginning November 16th saw a return to year over year growth with visits up 1.4%. Should this pattern hold, Michaels may be set up to end 2020 on a needed high note.

Will Krogers success continue into 2021? Can At Home end the year as well as it began? Will Michaels continue its late year turnaround? 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.
Checking in With Discount & Dollar Stores
Peeking Behind The Curtain: Movie Theaters in 2023 and Beyond
Diving Into Brick-and-Mortar Eyewear
Getting Into Gear: Exploring The Auto Part Industry
Recapping Valentine’s Day 2024 Foot Traffic Trends
Fitness: A Strong Start to 2024
Dutch Bros. Continues To Percolate Visits
Super Bowl 2024:’s Postgame Foot Traffic Analysis
CAVA & sweetgreen Are On the Rise
Hats Off For Off-Price
Who Is Shopping at Malls?
Drilling Down Into Home Improvement
Walmart, Target, Costco & Superstore Space 2023 Recap
Catching Up With Shake Shack and Wingstop
Something To Chew On: Demographic Shifts at Steakhouse Chains Office Index: Looking Back at 2023
Recapping RBI & Yum! Brands’ 2023 Foot Traffic Performance White Paper Recap – January 2024
Who Shops at Anthropologie and Urban Outfitters?
Three Taco Chains to Watch in 2024
Starbucks and Dunkin’: 2023 in Four Data Points
Who Visits CVS and Walgreens?
Fashionably Frugal: Apparel in 2023
Catching Up With Fast Food
The Grocery Sector in 2023: An End-of-Year Recap
3 Mall & Shopping Center Trends for 2024
Bakery Chains Rising To The Top and Esri Partner to Deliver Geospatial Analytics
Tampa Tourism Trends
Going For The Green: The Changing Dynamics Of Country Clubs
Christmas Day Dining Recap
Major Urban Shopping Districts – Holiday Season Recap Office Index: December 2023 Recap
Recapping the 2023 Holiday Shopping Season White Paper Recap – December 2023
7 Retail & Dining Segments to Watch in 2024
Diving Into Holiday Season Favorites
Super Saturday and Christmas Eve Eve: A Winning Combination
3 Budget Grocery Chains Finishing 2023 On a High Note
Making It In America: International Chicken Chains Bring The Heat
Domestic Tourism at a Glance: A Q3 2023 Roundup
Five Pizza Chains On The Rise
Jewelry Brands Taking Advantage of the DTC Opportunity
Secondhand News: Kids' Thrift Shops
Recapping 2023’s Dining M&As
MetLife Stadium Kicks Off Football Season Office Index: November 2023 Recap
Small Coffee Chains Brewing Big Success White Paper Recap – November 2023
Thanksgiving Travel 2023 Recap
Checking in With Nike and Lululemon
Black Friday 2023 Retail Recap
Starbucks’ 2023 Holiday Menu & Red Cup Day Performance
Turkey Wednesday 2023
Who Attended the 2023 Pickleball Championship? 
Three Surprising Holiday Shopping Trends
What’s in Store for Ulta Beauty This Holiday Season?
Best Buy and Department Stores: A Holiday Deep Dive
Discount & Dollar Stores: Strength Toward The End of the Year
The State of Off-Price Retail: Discounts Seal The Deal
Placer Mall Index Recap: October 2023 Office Index: October 2023 Recap
Retail Corridors Ahead of the 2023 Holiday Season
California, Here Gap Comes
Checking in With Home Improvement
Getting Into the Glasses Game: Warby Parker Takes Over
Fitness Positioned for a Strong 2023 Finish
White Paper Recap: October 2023
Coffee Giants Brewing Up Business
Popeyes and Burger King Lead the Way
Diving into Yum!
Looking Ahead to Black Friday 2023
Blockbusters Drive Movie Theater Comeback
Crocs and Boot Barn: Shoe-Ins for Success
McDonald’s and Chipotle's Winning Recipe
The State Of Steak: Checking in With Texas Roadhouse
Pleasant Pastimes: Pickleball Potential Proves Potent
Who’s Driving Downtown Manhattan’s Weekend Revival?
Diving into Downtown Manhattan Foot Traffic Trends
Rite Aid: Rightsizing Right
Major League Soccer: Its Die-Hard and Casual Fans
The Anchor Recap: September 2023 Office Index: September 2023 Recap
Placer Mall Index Recap: September 2023
September White Paper Recap
The Consumer Habits of College Students
JCPenney: Rightsizing and Revitalizing
Pent-Up Demand Ahead of October Sales Events
4 Strategies Retailers are Using to Drive Traffic to Their Venues
5 Key Regional Grocery Players Impressing in 2023
Upscale Kitchenware Trending Up
Costco Finds More Room for Growth
Four C-Store Chains Making an A-Grade
National Parks + Outdoor Summer Activities
Diving Into Darden: Summer 2023 Update
The Summer Event Effect
Messi: Massive in Miami
Looking Back on Back to School 2023
The Anchor Recap: August 2023 Office Index: August 2023 Recap