Thanks for Visiting!

Register for free to get the full story.

Sign Up
Already have a Placer.ai account? Log In

Placer Bytes: McDonald's, Whole Foods and Amazon

by 
Ethan Chernofsky
 on 
January 25, 2021
Placer Bytes: McDonald's, Whole Foods and Amazon

In this Placer Bytes, we dive into the Q4 performances of McDonald’s and Whole Foods and one element that prepared Amazon for a stellar Q4.

McDonald’s - The Rich Getting Richer

McDonald’s is among the best-positioned brands in 2021 with a high value offering that should be particularly appealing in a year likely to be defined by continued economic uncertainty. Even more, it has the mechanisms in place to thrive even without sit-down visits with strength in drive-thru, takeaway, and delivery.

But even with all of these factors working in its favor, more good news is on the way. After seeing the visit decline gap increase in November to 37.7% year over year, something most retailers saw as COVID surged, the December numbers were already back in line with October visits. 

Weekly visits showed the recovery with even greater clarity. After seeing visits down as much as 41.1% year over year the week of November 23rd, the weeks of December 14th, 21st, and 28th down just 31.5%, 31.5%, and 32.7% respectively.

And we are still seeing McDonald’s operate without one of its core strengths - morning visits. Declines in normal work and school routines have led to a strong decline in morning visits. In Q4 2019, visits between 6 - 10 AM amounted to 12.2% of the brand’s daily visits, a number that dropped to 10.6% in 2020. Considering the massive scale of McDonald’s, this is a huge amount of visits being left behind. If the brand proves capable of continuing its visit rebound, while sustaining delivery and drive-thru strength and closing even some of the morning visit gap - the company could be poised for a huge 2021.

Amazon & Whole Foods

In a thriving sector like grocery, Whole Foods was among the few to face real and tangible struggles. The approach that gave it strength, a focus on urban areas and high-end products, turned into a significant obstacle as the pandemic raged. Yet, the brand had an impressive end to 2020, watching average monthly visits go from down 24.1% year over in Q3 to down 18.7% in Q4. This included a final month where visits were down just 16.2% year over year, the best mark the brand achieved since February.

And a Whole Foods rebound wasn’t the only positive Amazon saw in Q4. Over the holidays, the brand delivered a record-breaking number of packages. How? By being exceptionally well prepared for the surge they were going to see. Visits to Amazon warehouses surged 55.3% in October, 31.5% in November, and 33.1% in December. These year-over-year increases mark a clear strategy by the brand to stay ahead of the huge online ordering demand that was exacerbated by the pandemic. Notably, October likely saw the biggest rise because in 2020 it hosted Prime Day, when that would normally take place in July. Ultimately, it shows just how focused Amazon was on maximizing the opportunity in front of it, something that continues to set the eCommerce giant apart.

Can McDonald’s dominate 2021? Will the Whole Foods recovery pick up pace? Visit Placer.ai 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 Placer.ai 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
Placer.ai Mall Index: March 2024 Recap – Malls Rise Again
Placer.ai 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?
Placer.ai White Paper Recap – February 2024
Three Retail & Dining Chains That May Surprise in 2024
Specialty Discount Chains Rock Retail Therapy
Placer.ai Mall Index: February 2024
Placer.ai 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: Placer.ai’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
Placer.ai Office Index: Looking Back at 2023
Recapping RBI & Yum! Brands’ 2023 Foot Traffic Performance
Placer.ai 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
Placer.ai 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
Placer.ai Office Index: December 2023 Recap
Recapping the 2023 Holiday Shopping Season
Placer.ai 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
Placer.ai Office Index: November 2023 Recap
Small Coffee Chains Brewing Big Success
Placer.ai 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
Placer.ai 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