A quick podcast covers Dollar General’s earnings—and why we’re more optimistic than most on their projections for 2019—as well as independents taking market share away from PetSmart and Petco in pet retail. We also discuss why Neiman Marcus’ digital numbers during their recent earnings call were a bit disappointing, and how Shopko’s liquidation may affect the retail real estate landscape in the U.S.
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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