Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a account? Log In

Placer Bytes: IKEA's Dominance, Levi's Next Move & Footwear

Ethan Chernofsky
October 5, 2020
Placer Bytes: IKEA's Dominance, Levi's Next Move & Footwear

In this Placer Bytes, we analyze IKEA’s surprising surge, the potential next steps for Levi’s, and the impressive performance of footwear retailers.

IKEA Demonstrating Dominance

When we looked at the wider home improvement surge, we lauded everyone from Home Depot and Lowe’s to At Home and HomeGoods. But one brand we didn’t give credit to was IKEA, and we missed the boat. Since the shutdown brought visits to IKEA saw visits surge to down just 2.4% year over year in July and up 8.1% in August. And it looks like this is just the beginning for the brand.

For the weeks beginning August 31st, September 7th, and September 14th, IKEA has averaged 10.9% year-over-year growth in weekly visits. So, while the brand may have entered the wider home improvement and home goods surge later than others, they seem to only be picking up pace heading into a critical fall and holiday season. And this is important, for while many other brands in the sector see their seasonal peak in the spring, IKEA enjoys its busiest offline periods during the winter. 

Levi’s Next Move?

In 2019, Levi’s announced a planned expansion of 100 stores alongside drops in its wholesale business, something that happened in parallel to significant growth in visits to Levi’s owned locations. And while visits to Levi’s stores are returning at a solid pace, the recovery rate has been more in line with department stores than faster-moving sectors like off-price or athleisure. In August, visits were down 55.3% year over year, a slight step forward from July when visits were down 57.0%. Though this doesn’t account for the August heights normally reached during the back to school season, it does serve to highlight an aspect of Levi’s offline reach that could receive greater focus.

While Levi’s owned store recovery has been limited by the recoveries of malls and states where the largest number of locations are situated, there is another aspect to its offline reach recovering much faster. Levi’s Outlet locations have consistently outperformed other stores, and for good reason. Firstly, the outdoor orientation of many of these stores has helped them reopen faster and to larger crowds. Secondly, the off-price focus has a particular appeal in the current environment of economic uncertainty.

With Levi’s already serving as a trendsetter with the decision to shift more focus to owned retail, the push to more outlet locations and options could put the brand ahead of the curve again.

Footwear Retail Rising

Apparel has struggled with a strong impact on department stores and other elements of the sector focused on reselling other brands. But the same doesn’t seem to be true with footwear. Looking at Foot Locker, Famous Footwear, and DSW, all three have shown very strong progress in their recoveries with Famous Footwear actually seeing year-over-year growth of 2.3% the week of September 7th.

With Foot Locker rising fast as well, it does appear that this segment of apparel could be well-positioned for the holiday season to come.

Can IKEA’s surge continue deep into the holidays? Will Levi’s shift more attention to outlet locations? Can the footwear sector continue to buck wider apparel trends? 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.
Crocs’ Footwear Fairytale
Who Attends NCAA Final Four Events?
Eclipse Fever: How Did the (Retail and Hospitality) Stars Align?
Exploring Albertsons Companies’ Grocery Growth Mall Index: March 2024 Recap – Malls Rise Again Office Index: March 2024 Recap
Florida Spring Break Break-Up? Travelers Still Love Florida!
Provo-Orem and Ogden-Clearfield Emerging As Utah Hotspots 
Three Formulas for Experiential Retail in 2024
Aldi & Lidl Making The Cut
Texas Suburbs on the Rise
Exploring Luxury Hotel Brands’ Guest Segmentation
The St. Patrick’s Day Effect
How Can JOANN Make a Comeback?
Panera Bread Well Positioned for Possible IPO
Who Will Benefit From Family Dollar’s Downsizing?
Dave & Buster’s and Main Event Entertainment: Food and Fun for Everyone
Darden Brands: Location Analytics and Consumer Behavior
Nike and lululemon: a Strong 2023, Sprinting into 2024
Where Is Retail and Dining Foot Traffic Thriving in Early 2024? White Paper Recap – February 2024
Three Retail & Dining Chains That May Surprise in 2024
Specialty Discount Chains Rock Retail Therapy Mall Index: February 2024 Office Index: February 2024 Recap
Ulta Beauty Continues To Shine
First Watch Sails Into 2024
Hibbett Sports and DICK’S Sporting Goods: A Psychographic Analysis
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