Traffic and ticket, and which one is doing the work
It traded at 32.72, +0.52% today. Same store sales growth built on price rather than footfall has a shelf life.
Card data, foot traffic, and demand inflections before they hit the tape.
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It traded at 32.72, +0.52% today. Same store sales growth built on price rather than footfall has a shelf life.
A 30-second screen walkthrough of the levels that matter today.
Brands pay the retailer to stock their products. Now they also pay to be seen by the retailer's shoppers, and that second sale has much higher margins.
The essentials and frequency signals I track in the retail numbers.
Why I think the share gains are priced, and what would prove me wrong.
When delivery gets faster, people stop saving up purchases. They buy smaller baskets more often, and that changes what the store is for.