30 episodes

Each week, we release a new podcast covering the world of retail, including business developments, trends, and historical perspectives. Podcasts feature news summaries, interviews, and previews of industry goings-on, intended for a wide variety of listeners.

The Retail Focus Podcast Retail Focus Podcast

    • Investing

Each week, we release a new podcast covering the world of retail, including business developments, trends, and historical perspectives. Podcasts feature news summaries, interviews, and previews of industry goings-on, intended for a wide variety of listeners.

    Retail Focus 6/28/20 – Rite Aid’s Front-Store Boost; Dick’s Goes Off-Price

    Retail Focus 6/28/20 – Rite Aid’s Front-Store Boost; Dick’s Goes Off-Price

    Rite Aid’s sales trends flip during the pandemic, with pharmacy sales tepid but front-store sales surging. We discuss retail pharmacy, along with GNC’s transition into Chapter 11 bankruptcy. From there, we touch on two different clearance projects for Dick’s Sporting Goods and how they may be able to leverage their real estate footprint to expand one of them. We close with more Sears and Kmart closures, Microsoft exiting brick-and-mortar retail, and Brandless making a return.

    • 54 min
    Retail Focus 6/21/20 – Kroger Earnings & Digital Trends; PPE Sales as a Brick-and-Mortar Concept

    Retail Focus 6/21/20 – Kroger Earnings & Digital Trends; PPE Sales as a Brick-and-Mortar Concept

    Although not as fruitful an earnings call as we hoped, we did get a glimpse into Kroger sales in Q1, including where they are seeing the most momentum on the digital front. From there, we talk about how the summer season is shaping up for fireworks retailers and yet another landlord taking umbrage with Gap. We close by discussing a PPE retailer’s endeavors to open a brick-and-mortar location and Stein Mart’s continued struggles to stay afloat.

    • 36 min
    Retail Focus 6/14/20 – How Casey’s Fared in Pandemic Conditions; Retailers’ Inventory Conundrum

    Retail Focus 6/14/20 – How Casey’s Fared in Pandemic Conditions; Retailers’ Inventory Conundrum

    We get a good view into a segment that’s been largely overlooked during the pandemic—convenience stores—as Casey’s releases earnings. Additionally, Chewy discusses the buying habits of newly won customers, Sam’s Club introduces curbside, and some retailers lobby against price controls by states. Our interview guest is Nikki Baird, the VP of retail innovation at Aptos, who discusses the question retailers must answer regarding pent-up inventory collected during widespread closures.

    • 1 hr 8 min
    Retail Focus 6/7/20 – Gap Online Sales Fall Flat; How U.S. Consumer Spend is Trending

    Retail Focus 6/7/20 – Gap Online Sales Fall Flat; How U.S. Consumer Spend is Trending

    We start with Gap—although their quarter wasn’t as bad as it first seemed, their latest earnings call showed the company has a long way to go with the Gap and Banana Republic brands. From there, we talk about Southeastern Grocers’ deal with Food Lion, retail produce sales in Q1, and GameStop. Our interview guest is Cardlytics CMO Dani Cushion, who discusses Cardlytics’ first two State of Spend reports and provides insight into how U.S. consumer spend is trending as we begin June. Our podcast is brought to you by EZ Texting; get a free trial of their services by texting RETAIL to 858585.

    • 1 hr 6 min
    Retail Focus 5/31/20 – Dollar General & Big Lots Impress; Tuesday Morning Declares Bankruptcy

    Retail Focus 5/31/20 – Dollar General & Big Lots Impress; Tuesday Morning Declares Bankruptcy

    Our show begins with the stellar Q1 earnings from Dollar General along with information from their annual investors’ day meeting. From there, Big Lots posts a positive earnings surprise and reason for optimism after May sales came in strong. We also discuss Tuesday Mornings’ bankruptcy filing, Southeastern Grocers looking to expand, and pet-related retail sales post-pandemic. Our podcast is brought to you by EZ Texting; get a free trial of their services by texting RETAIL to 858585.

    • 56 min
    Retail Focus 5/24/20 – JC Penney’s Potential Suitor; Walmart & BJ’s See Robust Q1

    Retail Focus 5/24/20 – JC Penney’s Potential Suitor; Walmart & BJ’s See Robust Q1

    We begin with JC Penney, as we discuss their recent bankruptcy filing and rumors that Amazon may be interested in part or all of the legacy retailer. From there, we look at the high sales from Walmart and Sam’s Club in Q1, followed by the even higher sales at BJ’s Wholesale Club. Finally, we bid farewell to Pier 1’s brick-and-mortar stores and look at a regional grocer in Missouri entering the natural grocery space through a former Lucky’s location.

    • 51 min

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