We lead with Best Buy earnings, mostly to discuss their Best Buy 2020 initiatives and their new rent-to-own program rolled out in the first quarter. From there, we touch on two mall retailers heading in different directions. First, Foot Locker, whose Champs Sports brand is seeing remarkable success, and then The Buckle, whose price points are headed downward in an effort to win back customers. We close the show by discussing Target’s call as well.
Retail Focus 1/13/20 – Mark Tritton’s Restoration Project; Using Effective Design to Re-Think Retail
Retail Focus 12/29/19 – Annual Top & Bottom 5 Retailer List; Taking Market Share from Closing Stores
Retail Focus 12/21/19 – Amazon’s Standoff with FedEx; Chewy’s Pleasant Surprise
Retail Focus 12/14/19 – Casey’s Plans Further Expansion; Building a More Holistic View of Customers
Retail Focus 12/9/19 – Aldi Delays AZ Plans; Kroger Earnings; Big Lots Shifts Focus (Again)
Retail Focus 11/27/19 – TJX, Ross, and Burlington Initiatives; A.C. Moore Announces Closures
Retail Focus 11/24/19 – Target, Home Depot, and Lowe’s Earnings; CBRE Food & Beverage Report
Retail Focus 11/17/19 – Walmart & Grocery Outlet See Success; Tech & AI in Grocery
Retail Focus 11/8/19 – Kroger’s Rebrand Efforts; Holiday Spend Data from Cardlytics
Retail Focus 11/2/19 – Carter’s Flexes Wholesale Muscles; ROIC Shows Neighborhood Retail Strength
Retail Focus 10/20/19 – Albertsons’ Continued Positive Momentum; MLB to Open NYC Store
Retail Focus 10/7/19 – Study Suggests Declining Price Elasticity in Apparel; Costco Earnings
Retail Focus 9/28/19 – Pier 1’s Difficult Quarter; More Forever 21 Rumors; Halloween Projections
Retail Focus 9/23/19 – Positive Holiday Shopping Forecasts; hhgregg Reopens Physical Store
Retail Focus 9/6/19 – Michaels Attempts Differentiation, Impact of Hurricane Dorian on Retail
Retail Focus 8/28/19 – Target Sets Company Records; Tale of Two Off-Price Stores
Retail Focus 8/18/19 – Walmart Does It Again; JCPenney’s Resale Partnership
Retail Focus 8/11/19 – CVS & Walgreens Make the News; Retail Landlords Serving as Creditors
Retail Focus 7/26/19 – Albertsons’ Pleasant Quarter; GNC More Profitable Despite E-Commerce Woes
Retail Focus 7/20/19 – Prime Day; Chewy’s First Earnings Call; Rent-A-Center Makes Move
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