Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: Gap & Old Navy, Nordstrom & Nordstrom Rack & Macy's

Jocelyn Bauer
November 16, 2020
Placer Bytes: Gap & Old Navy, Nordstrom & Nordstrom Rack & Macy's

In this Placer Bytes we dove into the data surrounding apparel giants Gap & Old Navy, checked in on Nordstrom and Nordstrom Rack and analyzed Macy’s continued recovery. 

A Tale of Two Stores: Gap & Old Navy 

Gap recently announced its plans to close multiple stores and shift focus more to outdoor locations, following suit of its sister brand, Old Navy.  And, after looking at year-over-year monthly data, we now understand why Gap is re-focusing its efforts.  Visits for January and February were up a staggering 14.4% and 33.4% for Old Navy, year over year, compared to visits for Gap which were down 3.2% in January and up 8.2% in February.  While both brands bottomed out in April amid COVID-19, Old Navy is seeing a much faster recovery than Gap. 

Monthly visits for September and October were down just 11.9% and 9.2%, year over year for Old Navy.  But, traffic to Gap was still down significantly 30.8% and 28.0%.  While this still shows movement towards 2019 levels, it is a far cry from Old Navy’s pace. 

The stronger recovery is likely due to many of Old Navy’s retail footprint being in outdoor centers, but the brand also offers low-value, which is certainly a huge advantage in the current economic retail environment. 

Nordstrom & Nordstrom Rack Seeing Similar Recoveries 

Surprisingly, Nordstrom and Nordstrom Rack have been seeing similar traffic trends during and “post” COVID.  This is unusual as the Nordstrom brand offers relatively high-value, expensive items whereas its sister brand, Nordstrom Rack offers similar inventory, but at a much, much lower cost. As we’ve seen in previous reports, the off-price and low-value retailers have typically been outperforming the higher-end brands. But, as both brands suffered throughout coronavirus shutdowns, traffic has been moving slowly back to 2019 levels.  

June proved to be a bit stronger for Nordstrom Rack with visits down 55.8% compared to Nordstrom, with visits down 67.8%.  Both enjoyed a significant leap toward normalcy come August where visits were down 42.2% for Nordstrom Rack and 42.6% for Nordstrom, nearly identical.  

Both Nordstrom and Nordstrom Rack garnered their best trafficked-months in October, with visits nearing 2019 levels reaching just 34.0% down and 35.7% down for Nordstrom and Nordstrom Rack, respectively.  But weekly year-over-year visits in October are stagnant.  Despite a small jump for the week of October 12th, traffic hasn’t made significant gains back to normalcy.  And visits will continue to be affected with additional closures and restrictions looming. 

Macy’s Falls Slightly off Pace 

Similar to Gap, Macy’s announced plans to move beyond the traditional mall and test more on outdoor centers, with hopes that it will help the brand’s overall recovery. Macy’s foot traffic has been stagnant over the last few months and each month from July through September fell farther away from 2019 levels with monthly year-over-year visits down, 43.6%, 45.6% and 47.2% respectively.  However,  October did see a significant leap in the right direction with visits jumping to 36.2% down, year over year.

How will these apparel giants move forward?  Check back in with the blog 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.
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
The San Francisco Shift