We begin with a deep dive into an area of grocery that is oft ignored by media in frozen food—data from AFFI suggest that it might be a future area of opportunity for many retailers coming out of panic buying patterns. We also discuss Office Depot’s pleasantly surprising first quarter numbers, a snapshot from Connex regarding retail facilities maintenance, and a few updates from Kimco. Our interview guest is Meghann Martindale, the global head of retail research at CBRE, who talks about some of their most recent data regarding retail rents and traffic surrounding various types of retail centers.
Retail Focus 1/28/19 – Signet Jewelers May Scale Back, Big 5 Shows Signs of Rebound
Retail Focus 1/15/19 – Sears Gets Another Short Lease on Life; Early December Sales Results
Retail Focus 1/7/19 – Mall Occupancy Rates Stabilize; Fleet Farm Heads West In Expansion
Retail Focus 12/31/18 – Early Holiday Sales Numbers; Top 5 & Bottom 5 Retailers of 2018
Retail Focus 12/21/18 – Costco’s Margins; the State of Dairy in Retail; Designing a New Grocery Store
Retail Focus 12/8/18 – Shopko Shrinks; Kroger’s Non-Food Initiatives; Michaels Earnings
Retail Focus 12/1/18 – Increased Trucking Costs Snare Ross & Dollar Tree; Cyber Monday Numbers
Retail Focus 11/23/18 – Black Friday Edition with Target, Best Buy, and Retail Data Dives
Retail Focus 11/17/18 – Legacy Department Store Earnings; Walmart Impresses Again
Retail Focus 11/12/18 – More Black Friday Plans Revealed; No Celebrations At Party City
Retail Focus 11/3/18 – Sam’s Club Goes Cashier-Less; Hibbett Sports Attempts City Gear Purchase
Retail Focus 10/27/18 – Amazon Finds Increased Profitability, Tractor Supply Crushes Earnings
Retail Focus 10/20/18 – REITs’ Plans for Vacated Sears Locations, Walmart & Advance Team Up
Retail Focus 10/14/18 – Dominoes Finally Fall at Sears Holdings, C-Store Purchasing Trends
Retail Focus 10/8/18 – Costco Makes E-Commerce Strides; Stitch Fix Shows a Profit
Retail Focus 9/29/18 – Bed Bath & Beyond Falls Flat; the Changing Dynamics of Fulfillment
Retail Focus 9/22/18 – AutoZone Starts Next-Day Service; Potential Credit Card Fee Settlement
Retail Focus 9/15/18 – Two Retail Pharmacy Moves; Training & Communication in Today’s Retail Workplace
Retail Focus 9/8/18 – RH Profits From New Direction, Five Below Does It Again, Treats at PetSmart
Retail Focus 8/31/18 – BJ’s First Post-IPO Call, Good Times In Footwear Retail
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