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.
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 Mall Index: August 2023 Recap White Paper Recap: August 2023
Starbucks Pumpkin Spice Latte Strikes Again
Big Scoop: We All Scream For Ice Cream
Sports Away: Lululemon & Nike’s Momentum Continues
Summer Visits Heat Up For Recreation and Outdoor Gear Chains
No CSS overwrite - July 2023 Office Index Recap
Staging - August 2023 Mall Indec
Mid-Atlantic Grocery Deep Dive
Experiential Chains Heating Up This Summer
Petco Goes Big by Going Small
Ulta Beauty: Leading the Discretionary Pack
Discount and Dollar Chains Continue to Thrive
Summer of Sports: DICK’s Sporting Goods and Hibbett Sports
Off-Price: Succeeding Into Summer
The Anchor Recap: July 2023
Superstores Maintaining Pandemic Gains Amidst Economic Headwinds
2023: Home Improvement at the Halfway Point
July 2023 Office Index Recap Mall Index: July 2023 Recap
widget test
The Taylor Swift Visit Lift
Southwestern Grocery Dive
July 2023 White Paper Recap: Halfway Point Review & Quarterly Index
Yum! Brands: Driving Dining Visits
Slurpees and Summer Movies Stimulate Consumer Foot Traffic
Cool Beans: Summer Coffee Update
Checking In on Back to School 2023
Crocs and New Balance Tip The Scales
Burger Bliss: Shake Shack and In-N-Out Stacking Visits
Chipotle & McDonald's Continue to Reign Supreme
Vibenomics and Partner to Enhance Retail Media In-Store Measurement
California Grocers Here We Come!
Marriott’s Different Audiences
Bonchon and Kura Sushi Thrive in the Fast-Casual Scene
A Shoe In: Footwear Climbs to the Top
Cheers! Raising a Glass to Beverage Retail Office Index: June 2023 Recap Mall Index June 2023 Recap – A Turn of the Tide and a Dive into Open-Air Lifestyle Centers
Local Kitchens: Redefining the Restaurant
Unlocking Urban Insights: The Value in Manhattan’s Employees
Ohio State Parks On The Rise
How is Inflation Impacting the High-Income Shoppers?
Five Fast-Growing Dining Chains
What To Expect From Prime Day and July Sales Events in 2023
The State Of Fashion: How Are Apparel Retailers Faring in 2023?
2023’s Latest Dining Success Story: GEN Korean BBQ House
The NBA Finals: A Location Intelligence Perspective
Moving the Market: The Impact of Domestic Migration on Housing Costs
Post-Pandemic Museum Update
The Darden-est Things
The Enduring Demand for Urban and Suburban Retail
Leveraging Data to Evaluate the Impact of Municipal Investments
Trader Joe's Success Amidst Food Inflation and Changing Consumer Behavior Office Index: May 2023 Recap
Fitness at its Fittest: Staying Strong in 2023
Movie Theaters, Off-Price, and Home Improvement: May 2023 Recap Mall Index - May 2023 Recap
What’s Working for Bath & Body Works?
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