Tag: Retail

Stacie Rabinowitz

Mar 8, 2021 | 5 minutes read | Insight Deep Dive

When TJX reported sales performance recently, investors were surprised to learn that while US sales were strengthening, international sales were weak...

Stacie Rabinowitz

Mar 4, 2021 | 5 minutes read | Insight Deep Dive

The COVID-19 pandemic has changed shopper behaviors dramatically over the last year, especially in accelerating the adoption of online shopping.  As...

Stacie Rabinowitz

Feb 1, 2021 | 5 minutes read | Insight Deep Dive

With brick-and-mortar retail suffering due to COVID-19, several specialty players have sought haven within higher-traffic big box retailers.  This i...

Stacie Rabinowitz

Jan 7, 2021 | 5 minutes read | Insight Deep Dive

Among the list of COVID-19 winners and losers, Wine & Liquor stores stand out as clear winners.  Brick-and-mortar locations were considered essentia...

Stacie Rabinowitz

Jan 7, 2021 | 5 minutes read | Insight Deep Dive

As Petco’s IPO draws near, questions linger about the company’s ability to clear the hurdles that have hindered its growth in the past.  Since P...

Stacie Rabinowitz

Dec 22, 2020 | 5 minutes read | Insight Deep Dive

At this point, it should be unsurprising to hear that online sales grew faster than offline during Black Friday week, when customers in previous year...

Stacie Rabinowitz

Oct 16, 2020 | 5 minutes read | Insight Deep Dive

Consumer Edge Macro data has once again proven predictive of Government-reported unadjusted Retail Sales data, anticipating the sharp acceleration in...

Stacie Rabinowitz

Oct 2, 2020 | 5 minutes read | Insight Deep Dive

This year’s back-to-school season is unlike any in recent memory.  Along with the usual school supply lists of pencils, new clothes, and lunch sna...

Stacie Rabinowitz

Aug 26, 2020 | 5 minutes read | Insight Deep Dive

Among last week’s surprise outperformance announcements were strong quarterly reports for both Home Depot (HD) and Lowe’s (LOW).  Although they ...