Thanks for Visiting!

Register for free to get the full story.

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

Placer Bytes: Tractor Supply, Camping World, and Gap

by 
Shira Petrack
 on 
July 13, 2021
Placer Bytes: Tractor Supply, Camping World, and Gap

Placer Bytes: Tractor Supply and Camping World

In this Placer Bytes, we dive into Tractor Supply’s impressive growth, explore Camping World’s strong start to 2021, and look at performance of some of Gap Inc.’s various brands. 

Tractor Supply: Ahead of the Pack

The Home Improvement sector does not seem to be slowing down, but even within this highly successful sector, Tractor Supply’s growth stands out. Already before the pandemic, the brand’s monthly visits were growing at a much higher rate than competitors -  a huge statement considering the power of brands like Home Depot. And while all home improvement brand’s got a pandemic-boost, Tractor Supply’s year-over-two-years monthly visits are continuing their dramatic rise during the recovery period – despite the return to pre-pandemic routines and the reduced growth in visits across home improvement brands. 

The impressive trajectory speaks volumes about the brand’s unique potential in one of retail’s hottest sectors, especially as they cut into the wider visit share of the sector’s leaders.

Camping World’s Ascent

Camping World did not have the greatest 2019, but their pandemic performance has been remarkably strong. Whether because of furloughed Americans looking for ways to save on rent, work from home driving a focus on a more flexible lifestyle or travelers looking for a domestic adventure, monthly visits to Camping World took off.

And foot traffic data from the January-June 2021 seems to indicate that Camping World’s strength is here to stay. So far, every single month in 2021 has seen a double-digit visit increase when compared to the same month in 2019. Whatever the cause – Camping World is strongly positioned to have an exceptional 2021 and beyond.

Mind the Gap

Gap’s recent announcement that it will shutter all its UK stores came less than a year after its October 2020 announcement that the company planned to close 350 Gap and Banana Republic stores in the United States by 2023

But it’s still far too early to eulogize Gap. In addition to its namesake brand, Gap Inc. also owns the Banana Republic, Old Navy, and Athleta brands – and before the pandemic hit, Banana Republic, Old Navy and Athleta were all seeing significant visit increases. 

And the pattern has continued into 2021. The surge in athleisure interest has pushed Athleta to significant visit growth since March when compared to 2019 equivalents. And Old Navy, which was also doing quite well before COVID, seems to have mostly recovered, with the year-over-two-year visit gap shrinking to 5.8% and 4.2% in May and June, respectively. 

The clear takeaway is that while Gap may have work to do in evolving its namesake brand, it still controls assets that are performing incredibly well. Should the company prove capable of upgrading the performance of Gap locations while maintaining the strength of Old Navy and Athleta, the coming years could be especially kind.

Will Tractor Supply and Camping World continue their ascent? Will Old Navy experience a full recovery? 

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.
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
Blockbusters Drive Movie Theater Comeback
Crocs and Boot Barn: Shoe-Ins for Success
McDonald’s and Chipotle's Winning Recipe
The State Of Steak: Checking in With Texas Roadhouse
Pleasant Pastimes: Pickleball Potential Proves Potent
Who’s Driving Downtown Manhattan’s Weekend Revival?
Diving into Downtown Manhattan Foot Traffic Trends
Rite Aid: Rightsizing Right
Major League Soccer: Its Die-Hard and Casual Fans
The Anchor Recap: September 2023
Placer.ai Office Index: September 2023 Recap
Placer Mall Index Recap: September 2023
September White Paper Recap
The Consumer Habits of College Students
JCPenney: Rightsizing and Revitalizing
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
Placer.ai Office Index: August 2023 Recap
Placer.ai Mall Index: August 2023 Recap
Placer.ai 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
Placer.ai Mall Index: July 2023 Recap
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 Placer.ai 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
Placer.ai Office Index: June 2023 Recap
Placer.ai 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