Activewear in Action

There is a reason activewear companies were a key component of our 2019 Trends Analysis, so with one earnings call behind us and another coming up, we dug back into two of our favorite brands.

By Ethan Chernofsky on December 17, 2019

Placer Bites: Boot Barn Expands, Starbucks Cold Brew

We’ve become accustomed to news about retailers closing their brick-and-mortar stores, and shifting their focus to online sales. But Boot Barn is taking a different approach, as they look to nearly double their offline footprint in the near future.

Seeing as this goes against the “retail apocalypse” narrative, we dug into our data to analyze this strategic move.

By Jocelyn Bauer on December 16, 2019

Macy’s Store Closures

With Q3 revenue declines and recent leadership changes, it doesn’t come as a surprise that Macy’s is closing stores. But as we often discuss, not all store closings are made equal. When handled properly, store closings can set the foundation for a strong rebound and ongoing growth. We looked at some recent Macy’s closures to […]

By Tali Rozenman on December 12, 2019

5 2019 Trends That Will Define 2020

The biggest stories of 2020 may find their roots in 2019. So we dug into the most important trends that could impact the coming year in Retail and Commercial Real Estate.

By Ethan Chernofsky on December 10, 2019

The World Series and Why It Matters For Retail Real Estate

It may not come as a shock that a huge event like the Major League Baseball World Series will have a significant impact on the surrounding area. But what are the actual changes? What might this mean for brands? These are all questions that rarely get answered. So we decided to dive into the data […]

By Ethan Chernofsky on November 26, 2019

Placer Bites: Puma, Nike, Lululemon and the Retail Vacuum

The Retail Apocalypse narrative is mixed with pure facts, a great deal of speculation and some equally pure myths. One of the elements that is certainly true is that there has been a wide range of closures – especially for brands looking to be an ‘everything for everyone’ option. And a wide range of closures […]

By Ethan Chernofsky on November 11, 2019

Walmart, Target and Chipotle’s Earnings and Why They Matter

Concerns abound about both the Fast Casual industry and the wider retail space, yet many brands are clearly bucking the trend. Few though are doing so with the same gusto as Chipotle in the food space and Walmart and Target in retail. We dove into their Q3 performance to get a better sense of their […]

By Ethan Chernofsky on November 7, 2019

What Off Price Retail Shows Us

There are a myriad of reasons why off-price retailers succeed and whether it is the cost or the experience, the impact is clear. Ross announced that it had successfully launched 100 new stores in 2019, even while other major brands were rapidly shuttering locations. We looked into these two off-price retail leaders to analyze their […]

By Ethan Chernofsky on October 24, 2019

Old Navy Sets Sail on Expansion Plan

Old Navy is embarking on an aggressive expansion push. Does that data support the move? What are the keys risks to avoid?

By Ethan Chernofsky on October 1, 2019

Placer Bites: Game on for GameStop & Best Buy’s Future

In this week’s Placer Bites we dive into two consumer electronics brands that have been taking some heat. But could there be sparks of something more?

By Ethan Chernofsky on September 23, 2019

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