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 7/11/19 – Bed Bath & Beyond’s Earnings; Back-to-School Sales Forecasts
Retail Focus 7/3/19 – Potential Walmart E-Commerce Losses; Optimism Surrounding C-Stores
Retail Focus 6/27/19 – Toys”R”Us Plans B&M Rebuild; Gordmans Ahead of Schedule
Retail Focus 6/20/19 – Retail in Colombia, Target Deals with #Targetdown Aftermath
Retail Focus 6/8/19 – Five Below Toys Around with New Ideas; GameStop Needs an Extra Life
Retail Focus 5/31/19 – Dressbarn Set to Shutter; Dollar General & Dollar Tree Look Forward
Retail Focus 5/25/19 – Best Buy’s Earnings; Where Foot Locker Sees Growth
Retail Focus 5/17/19 – Walmart’s NextDay Shipping; Macy’s Updates Progress on Initiatives
Retail Focus 5/11/19 – Tuesday Morning Mulls Shift in Model; Office Depot/Max Continues Pivot
Retail Focus 5/3/19 – Northeastern Grocers in the News; Single-Tenant Retail Real Estate
Retail Focus 4/19/19 – New Initiatives for Two Retailers in Flux; Which Retail REITs Lead the Way?
Retail Focus 4/9/19 – Duluth Trading Co. Reveals Initiatives; Sears Planning New Stores
Retail Focus 4/2/19 – Shoe Carnival, Sportsman’s Warehouse Make Market Share Plays
Retail Focus 3/25/19 – Hibbett’s Strong Earnings Showing, ascena Announces maurices Sale
Retail Focus 3/21/19 – Dollar General Earnings; Neiman Marcus’ Slow Digital Growth
Retail Focus 3/9/19 – Target & Kroger Earnings; Dollar Tree's Family Dollar Question
Retail Focus 3/2/19 – JCPenney and Lowe’s Beat Slightly on Earnings; An Upstart Dallas-Based Retailer
Retail Focus 2/21/19 – Walmart Earnings; Advance Auto’s Place in Auto Parts Retail
Retail Focus 2/15/19 – Clarity on Sears Deal, JCPenney Pivots Away from Appliances
Retail Focus 2/5/19 – Amazon Continues to Invest; Simon Shows Mall Trend Isn’t All Downward
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