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 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
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