We start with our quarterly check-up on the auto parts retail sector; while O’Reilly's sales went up organizationally, they saw comps fall as a result of stay-at-home orders. We also discuss a potential fallout of the deal between Sycamore Partners and L Brands, Target’s latest business update, and retailers taking a pass on paying rent. Our interview guest is Nicole Amsler, VP of Marketing at Formation, who discusses, among other things, the difference between personalization and segmentation and how retailers seeing a flood of traffic during stay-at-home orders can maintain top-of-mind awareness.
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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