Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Gap, Old Navy and Ross Dress for Less

Jocelyn Bauer
August 19, 2020
Placer Bytes: Gap, Old Navy and Ross Dress for Less

In this Placer Bytes we break down the data surrounding three major apparel retailers - Gap, Old Navy and Ross Dress for Less. 

Gap & Old Navy

Gap was in the headlines quite a bit toward the end of the 2019 and beginning of 2020, with news that it called off plans to spin-off its Old Navy brand, and would be closing hundreds of stores globally in the next two years.  So, as Gap goes through some changes, we dove into the most recent data to see how the brand is recovering. 

Visits for Gap were on the rise the week of July 6th, with traffic down 29.1% year over year - inching closer to pre-COVID levels.  However, with a resurgence of COVID cases around the country, traffic decreased to 31.9% down year over year for the week of July 13th and dropped even farther away from 2019 levels for the week of July 20th and July 27th, with traffic down 39.3% and 40.6% respectively. 

But, the week of August 3rd showed promise with visits jumping to just 34.7% down year over year, marking this the third best week measured, and the best since the week of July 13th.  Visits are still far off from pre-COVID levels for the retailer, but visits are seemingly back on the right track as of early August. 

And similar to its parent company, visits for Old Navy seem to have plateaued since mid-July.  While the week of July 6th drew visits that were closest to 2019 levels at just 23.9% down, each consecutive week has dropped farther and farther away from 2019 levels.  Visits for the week of July 20th was 29.8% below year over year, and dropped significantly to 35.6% for the week of July 27th, the lowest traffic week among the ones measured. 

And like Gap, Old Navy saw a more promising start to August. Even with newly imposed nationwide rules regarding mask regulations within stores, starting August 1st, visits for the first week of August were just down just 34.3% year over year - an improvement on the week prior. Traffic has certainly been impacted by the increase in COVID cases, and visits for the brand are still far below 2019 levels. The key for both brands could rest on a continued recovery from COVID and a strengthened back-to-school season.

Ross Dress for Less 

Relative to the rest of the apparel category, Ross has been outperforming since the COVID outbreak due to its unique value proposition and unique brand relationship. The discount retailer was off to a strong 2020 start, with year-over-year monthly traffic up 13.3% and 21.0% in January and February, respectively.  But visits bottomed out in April, during the spread of the coronavirus. 

If the pace of recovery for the brand is any sign of how the brand will perform over the next few months, things are looking positive for Ross. The week of July 20th garnered visits that were just 25.9% down, year over year.  And while, traffic dipped ever so slightly for the following week to 26.7%, visits bounced back to just 23.6% down, year over year for the first week of August, the best week measured, and the closest visits have been to pre-COVID levels.  

With the country being in an unfortunate and uncertain economic state, Ross has a unique opportunity to generate significant traffic with its low pricing model. 

Back-to-School Context

Yet, when analyzing any brands that normally see strength during the back-to-school season, there is a critical context to consider. This period in 2019 was exceptionally strong so declines in year-over-year visits are not just driven by the COVID recovery but also by the heights back-to-school shopping reached in 2019. The graph below shows week-over-week growth for all of the brands analyzed, a clear indication of their recovery. 

Will August be the start of a positive traffic trend for these apparel giants?  Check back in with 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.
Why Are Specialty Grocers Thriving in 2023?
The CAVA Craze: A Location Intelligence Perspective on the Mediterranean Marvel
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