Retail Focus 3/8/20 – Coronavirus & Retail; Dollar Tree’s Initiatives, the Importance of Q1 Customers

We begin the show discussing the potential impacts of coronavirus (COVID-19) on retail, including our discussion with retail store managers and what we’ve heard on various earnings calls. From there, we discuss Costco’s latest earnings, Dollar Tree’s goals for 2020 surrounding different initiatives, and Kroger’s Q4 call. Our interview guest is Cardlytics CMO Dani Cushion, who discusses their data that suggests customers that come back to a retailer in Q1 could be the most important.