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Easter 2025 - I was a success at Dollar General and Walmart

Easter 2025 - I was a success at Dollar General and Walmart

By Thomas Paulson, Head of Market Insights Traffic trends going into Easter Sunday 2025 demonstrated that households planned to celebrate the holiday this year and that the “outside environment” didn’t diminish their enthusiasm and preparations. (Generally, holidays are largely immune from anxieties about the economy; it’s the shoulder periods between seasons that suffer.) As it relates to foot traffic, interpreting this year’s trend is complicated by the late timing of Easter vs.
3 minutes
Off-Price Roundup Up – 2024 Ended On A High Note, 2025’s Volatility Creates More Opportunity For The Sector

Off-Price Roundup Up – 2024 Ended On A High Note, 2025’s Volatility Creates More Opportunity For The Sector

By Thomas Paulson, Head of Market Insights Ross Stores Inc. reported Q4 underlying sales up +3.5% and gross profits and operating income growth less. Sales growth was driven by Ross Dress for Less comp-traffic (+2.8% per Advan), comp-sales growth (+3%), and the new locations added earlier in the fiscal year. Looking at comps on a multi-year basis, all improved, including the comp to 2019 increasing from 17% to 21%. DD’s Discount’s comp outpaced the overall +3% comp and DD’s comp-traffic per Advan increased +6.
6 minutes