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Insights into the physical world anchored in location analytics
INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and RetailersDive into the data to uncover the retail categories, audiences, and timing strategies poised to deliver high-impact campaigns this holiday season.
Placer Research
October 30, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
Article
Article
Serving Those Who Served: How Restaurants Honor Veterans DayThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Lila Margalit
Nov 7, 2025
2 minutes
Article
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Article
Offline Growth Drives Engagement for Warby ParkerThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Ezra Carmel
Nov 6, 2025
3 minutes
Article
Article
Grocery Outlet Bargain Market & WinCo Still Thriving Amidst Inflation FatigueThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Shira Petrack
Nov 5, 2025
2 minutes
Article
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Article
Does CAVA Still Have Growth Potential?The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Bracha Arnold
Nov 4, 2025
3 minutes
Latest
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Article
Catching Up With 2021’s Dining IPOsFour years after their IPOs, First Watch, Portillo’s, and sweetgreen are navigating a new dining reality. First Watch continues strong growth, Portillo’s cools after expansion, and sweetgreen balances new tech and suburban growth to sustain its momentum.
Bracha Arnold
November 3, 2025
4 minutes
Article
Wendy’s Bets on Fewer, Bigger Deals in Q3 2025Wendy’s same-store visits dropped 6.3% YoY in Q3 2025 amid high costs and discounting pressure. But a simplified promotion strategy – led by the $1 breakfast biscuit deal – fueled double-digit breakfast growth in August. The brand’s new “fewer, bigger deals” approach could help reignite momentum heading into year-end.
Bracha Arnold & Lila Margalit
October 28, 2025
2 minutes
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Article
Yum! & RBI: QSR in Q3 2025In Q3 2025, Yum! Brands outperformed the broader QSR category, led by Taco Bell’s continued strength and recoveries at KFC and Pizza Hut. Meanwhile, Restaurant Brands International (RBI) saw overall declines, though Firehouse Subs’ steady visit growth stood out as a bright spot.
Bracha Arnold
October 28, 2025
3 minutes
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Article
Shake Shack & Wingstop: Navigating Q3 WatersShake Shack and Wingstop’s Q3 2025 data reveals diverging trends in the fast-casual sector. Shake Shack’s growth stems from rapid expansion despite flat same-store traffic, while Wingstop faces tougher comps and digital shifts. Promotions remain key traffic drivers.
Bracha Arnold
October 27, 2025
4 minutes
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Article
Sips Of Success: Coffee in Q3 2025The coffee segment grew 1.4% YoY in Q3 2025, outperforming broader QSR declines. Starbucks and Dunkin’ saw modest visit drops, Dutch Bros continued to expand, and rising chains like 7 Brew, Better Buzz, Foxtail Coffee, and Black Rock Coffee Bar fueled much of the category’s momentum.
Bracha Arnold
October 24, 2025
4 minutes
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Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income DinersAmid economic headwinds, Texas Roadhouse and Chili’s are outperforming full-service peers. Location analytics show both brands sustaining traffic through strong value, efficiency, and higher-income appeal — key factors for continued growth.
Ezra Carmel
October 23, 2025
5 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events from major retailers aimed to capture value-seeking consumers across channels. While in-store traffic softened, e-commerce activity surged, highlighting how early promotions now set the stage for holiday demand both online and in-store.
Ezra Carmel
October 22, 2025
4 minutes
Executive Insights
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Holiday 2025 reveals a split in consumer behavior. Affluent shoppers drive luxury growth, while budget-conscious consumers seek deals. Retail success depends on timing, precision, and understanding shifting priorities.
R.J. Hottovy & Elizabeth Lafontaine
October 21, 2025
4 minutes
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Article
McDonald’s and Chipotle Face Headwinds in Q3 2025In Q3 2025, McDonald’s and Chipotle contended with slowing traffic and sector-wide dining headwinds. McDonald’s faced visit declines despite promotions, while Chipotle relied on expansion to sustain growth. Both chains enter Q4 balancing momentum against mounting pressure.
Bracha Arnold
October 20, 2025
3 minutes
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Article
Manufacturing Foot Traffic Signals Continued CautionPlacer.ai data shows U.S. manufacturing foot traffic remained below 2024 levels in September, led by sharp declines in autos after the Novelis fire. Despite slight stabilization late in the month, AI-driven automation and shifting production patterns suggest continued industrial caution heading into Q4.
Shira Petrack & Lila Margalit
October 17, 2025
1.5 minutes
Article
September 2025 Placer.ai Office Index: A Fall ResurgenceThe September 2025 Placer.ai Office Index reveals a nationwide office rebound, with visits just 26.3% below 2019 levels. Miami and New York lead recovery, while San Francisco posts a 19% YoY surge amid renewed RTO mandates and AI-driven corporate growth.
Lila Margalit
October 16, 2025
4 minutes
Article
Placer.ai September 2025 Mall Index: Summer Slowdown Extends Into FallAfter a spring rebound, mall traffic cooled through summer and softened further in September 2025. Placer.ai’s Mall Index shows modest YoY declines across mall types in Q3 2025, with outlet malls lagging as value-driven shoppers turn to discount retailers and online deals. Still, steady overall trends suggest a stable foundation heading into the holiday season.
Maytal Cohen
October 15, 2025
4 minutes
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INSIDER
Report
What is Driving Discretionary Spending in 2025?
See which discretionary retail categories are gaining momentum by delivering value, accessible upgrades, and immersive experiences.
Retail
Article
Offline Growth Drives Engagement for Warby ParkerWarby Parker continues to prove the power of blending digital fluency with in-store experience. In 2025, visits are up YoY as the brand expands its footprint and deepens engagement through hybrid services that position physical stores as key growth drivers.
Ezra Carmel
November 6, 2025
3 minutes
Article
Grocery Outlet Bargain Market & WinCo Still Thriving Amidst Inflation FatigueDespite persistent inflation, value grocers Grocery Outlet Bargain Market and WinCo Foods continue to expand and attract more shoppers. With traffic up over 10% and 5% year over year, both chains are capitalizing on shifting consumer loyalty toward affordable grocery options.
Shira Petrack
November 5, 2025
2 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events from major retailers aimed to capture value-seeking consumers across channels. While in-store traffic softened, e-commerce activity surged, highlighting how early promotions now set the stage for holiday demand both online and in-store.
Ezra Carmel
October 22, 2025
4 minutes
Executive Insights
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Holiday 2025 reveals a split in consumer behavior. Affluent shoppers drive luxury growth, while budget-conscious consumers seek deals. Retail success depends on timing, precision, and understanding shifting priorities.
R.J. Hottovy & Elizabeth Lafontaine
October 21, 2025
4 minutes
Latest Reports.png)
INSIDER
Report
3 Trends Shaping the Grocery Sector Right NowDiscover the 2025 grocery sector trends driving growth across value, fresh, traditional, and ethnic formats. Learn how shifting consumer behavior, bifurcated spending, and short-trip missions are reshaping retail competition.
Placer Research
September 22, 2025
INSIDER
Report
Emerging Trends for CRE in 2025This Placer Snapshot examines the evolution of key industries impacting commercial real estate. We explore the shifting dynamics of office visits, the recovery of shopping centers, and population growth patterns across the United States in 2025.
Placer Research
August 28, 2025
INSIDER
Report
A New Era for Retail Giants: Who’s Winning in 2025?Find out how the Dollar General, Dollar Tree, and Costco's hyper growth have changed the retail landscape and see how Walmart and Target can stay competitive in today's value-driven market.
Placer Research
August 21, 2025
QSR
Article
Catching Up With 2021’s Dining IPOsFour years after their IPOs, First Watch, Portillo’s, and sweetgreen are navigating a new dining reality. First Watch continues strong growth, Portillo’s cools after expansion, and sweetgreen balances new tech and suburban growth to sustain its momentum.
Bracha Arnold
November 3, 2025
4 minutes
Article
Wendy’s Bets on Fewer, Bigger Deals in Q3 2025Wendy’s same-store visits dropped 6.3% YoY in Q3 2025 amid high costs and discounting pressure. But a simplified promotion strategy – led by the $1 breakfast biscuit deal – fueled double-digit breakfast growth in August. The brand’s new “fewer, bigger deals” approach could help reignite momentum heading into year-end.
Bracha Arnold & Lila Margalit
October 28, 2025
2 minutes
Article
Yum! & RBI: QSR in Q3 2025In Q3 2025, Yum! Brands outperformed the broader QSR category, led by Taco Bell’s continued strength and recoveries at KFC and Pizza Hut. Meanwhile, Restaurant Brands International (RBI) saw overall declines, though Firehouse Subs’ steady visit growth stood out as a bright spot.
Bracha Arnold
October 28, 2025
3 minutes
Article
Shake Shack & Wingstop: Navigating Q3 WatersShake Shack and Wingstop’s Q3 2025 data reveals diverging trends in the fast-casual sector. Shake Shack’s growth stems from rapid expansion despite flat same-store traffic, while Wingstop faces tougher comps and digital shifts. Promotions remain key traffic drivers.
Bracha Arnold
October 27, 2025
4 minutes
