Retail Focus 4/26/20 – O’Reilly's Comps Fall; Target’s Update; Personalization vs. Segmentation

We start with our quarterly check-up on the auto parts retail sector; while O’Reilly's sales went up organizationally, they saw comps fall as a result of stay-at-home orders. We also discuss a potential fallout of the deal between Sycamore Partners and L Brands, Target’s latest business update, and retailers taking a pass on paying rent. Our interview guest is Nicole Amsler, VP of Marketing at Formation, who discusses, among other things, the difference between personalization and segmentation and how retailers seeing a flood of traffic during stay-at-home orders can maintain top-of-mind awareness.