Can't seem to find a link anywhere online but I came across this data on Twitter, US retail foot traffic for the week of Feb 27-Mar 5:
Home improvement/furnishing: -20.7%
Off-price: -13%
Mass merchants: -8.5%
Grocery stores: -7.1%
US retail traffic: -5.6%
Malls, department stores, apparel: -5%
Beauty: 7.4%
The home improvement/furnishing is particularly concerning and likely sets up companies like HD and LOW for big misses next earnings report. “Off-price” I assume refers to discount stores, which is concerning for companies like DG.
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