Articles

May 2026 office visits dipped 1.2% YoY on raw numbers, but rose 3.7% per working day. San Francisco led all major markets in YoY growth; Denver trailed.

Lululemon is outperforming in a challenging retail environment, with monthly visits climbing through fall and Black Friday delivering a substantial traffic surge. Early holiday momentum suggests the brand is positioned to capture share and drive strong year-end performance.

Early November momentum and a 3.1% surge on Black Friday offset a softer weekend, driving overall visits up YoY across the three mall formats. 

Black Friday 2025 foot traffic trends show a holiday season defined by value-driven decisions, regional price sensitivity, and shifts toward budget-conscious categories. Longer in-store visits and standout gains for convenient, low-ticket coffee chains highlight shoppers’ deliberate, mission-focused approach to spending.

Holiday dining patterns highlight upscale and fine-dining restaurants as the strongest seasonal performers, with coffee, casual dining, and eatertainment showing targeted lifts. Emerging YoY trends point to premium full-service concepts leading demand again this December.