Tag: Retail

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 ...

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.

Black Friday 2019

According to several reports, Black Friday 2019 offline traffic was down compared to recent years. Yet, the picture is much more complex than any overarching number. To help provide more clarity we dug into Black Friday foot traffic data and found that the results were incredibly mixed, with several brands seeing major boons while others ...

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 ...

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 ...

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 ...

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 ...