Our interview guest is Rod Sides, vice chairman of Deloitte LLP and their U.S. retail, wholesale, and distribution leader. He rejoins the podcast to discuss their yearly back-to-school and back-to-college surveys and how consumers are choosing where to spend and what to spend on. In news, in a follow-up from last week’s show, we touch on Tractor Supply Co.’s latest earnings, a proposed deal involving the Piggly Wiggly banner, and we look ahead to Ulta’s partnership with Target slated to launch in the coming days.
The Deloitte Back-to-School Survey may be accessed here: https://bit.ly/3eRYRba
The Deloitte Back-to-College Survey may be accessed here: https://bit.ly/3hZTIzJ
Retail Focus 8/25/18 –Target, TJX, & Kohl’s Crush Earnings; 2018 Shopper First Retailing Report
Retail Focus 8/20/18 – Walmart’s Massive Sales Gain, Weather’s Effect on Retail, Latest on Produce Retail
Retail Focus 8/10/18 – Superb Quarters for Office Depot, Vitamin Shoppe; Casper Turns To B&M
Retail Focus 8/3/18 – Lumber Liquidators Slips, Grocery News With Sprouts and Publix
Retail Focus 7/27/18 – UNFI Makes SuperValu Play; ROIC’s Occupancy Rates; Fiber & Retail
Retail Focus 7/20/18 – Prime Day; The Tile Shop Rebounds; Regional Grocers & Digital Channels
Retail Focus 7/13/18 – Walmart Tests C-Store Waters, Connecting With Customers in a New Old Way
Retail Focus 7/6/18 – Looking Back at the Stories of Three Retail Visionaries
Retail Focus 6/29/18 – Party City Jumps Into Toys; Amazon’s Pharmacy Play; AI in Vegas
Retail Focus 6/22/18 – Kroger Excels; Court Rules on Sales Tax; July 4th Seasonal Outlook
Retail Focus 6/15/18 – RH Continues Turnaround, Legal Issues for Lidl, Kate Spade’s Impact
Retail Focus 6/8/18 – Duluth, Five Below, Ollie’s Grow Brick-and-Mortar; Vogue’s Impact on Retail
Retail Focus 6/1/18 – DICK’S Soars on Earnings Beat; the State of the U.S. Grocery Industry
Retail Focus 5/25/18 – More Off-Price Strength; Ellison Moves On; the “Other” Retail Holiday
Retail Focus 5/19/18 – Weather Cools Numbers of Three Retailers; Mother’s Day Spending
Retail Focus 5/12/18 – Walmart Ends Lyft, Uber Trials; Communication in the Retail Workplace
Retail Focus 5/4/18 – A Splinter at Lumber Liquidators; Sending a Product to Retail Stores
Retail Focus 4/27/18 – Another Robust Quarter at Sherwin-Williams; Amazon Earnings
Retail Focus 4/20/18 – Positive March U.S. Retail Numbers; Pier 1 Attempts Course Correction
Retail Focus 4/13/18 – Bed Bath & Beyond Takes a Hit; Barnes & Noble’s Casual Dining Efforts
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