Category: Insights

Supersized Impact? Supermarkets Analysis

Supermarkets especially have been at the forefront of news and consumer concerns. How have these retailers been holding up amid virus panic? Are traffic patterns similar to those of wholesale grocers, with surges in visits, or are people avoiding leaving their homes and resorting to delivery? We dove into the latest data surrounding the pandemic.

QSR – The Coronavirus Bright Spot?

Imagine a place that has a near-constant flow of people during a period where there is national worry over a spreading virus. One would clearly expect visits to decline for such a location. Yet, the QSR sector, seemingly against all odds, doesn’t appear to have been heavily impacted by wider coronavirus concerns just yet.

Retail Rebounds

In the midst of widespread closures, there are many brands that are still growing with companies like Nike and Lululemon. Yet, most of these names are not retailers on the rebound, but brands on the rise.

The Coronavirus Effect: A Data Perspective

The core perspective from which we analyze the spread of Coronavirus should always center around health and safety concerns. Yet, an epidemic of this magnitude also has secondary consequences, including a heavy toll on global economic activity. The US stock market has been hit especially hard driven by concerns over supply chain viability, drops in global travel, consumer fears and more.

Wholesale Success?

The wholesale sector is among the most interesting in retail with one of the industry’s steadiest performers, a recovering giant and Walmart’s own entry into the mix. So we decided to dive in and check in on the offline performance for Costco, BJ’s Wholesale Club and Sam’s Club.

Hy-Vee’s Super Bowl Win

Taking Business Insider’s ranking for the most popular supermarket by state as our starting point, we looked at the two primary beneficiaries of the 2020 Super Bowl, Missouri and California.

Anything But Brandless

Two interesting news items about DTC related brands are important to take note of. Last week, Fourpost, a retail concept aiming to give a home to DTC brands, announced it would be closing shop.

Walmart’s Growing Strength

In the world of offline retail, there is simply no matching the juggernaut that is Walmart. And looking at the in-store performance of Walmart Supercenters from November 2019 through January 2020 was, yet again, impressive. All the more so considering the shorter holiday season.

The Key for RBI

Even on the back of an incredibly strong Q3 for Popeyes and Burger King, parent company Restaurant Brands International suffered due to the struggles of Tim Horton’s. With Q4 earnings on the horizon, we dove into the performance of all three brands to see whether RBI can see strong results across its portfolio.

More Macy’s Closures

The store closure storm is brewing, and Macy’s is at the forefront with its recent announcement of nearly thirty additional store closures in the coming months. But, as we’ve seen in the past, there’s much more than meets the eye when it comes to closures. So, we dove into some of the closing locations so see what’s driving Macy’s strategy.

Where Do We Go From Here?

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