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.

Ulta (ULTA) drives Q2 2025 growth with new stores and a clear pivot away from Target. Discover how the brand's core business and customer base are set to fuel its next chapter.

Dollar Tree's strategic refocus is driving accelerating traffic growth in Q2 2025 while Dollar General's momentum has cooled. Geographic analysis reveals both chains operate in distinct regional strongholds, creating significant white space expansion opportunities rather than direct competition.

Value-oriented retailers Five Below and Ollie's achieved exceptional Q2 2025 visit growth through aggressive store expansion while maintaining strong same-store performance, demonstrating the expanding market opportunity for value-oriented discretionary retail.

Summary: Gap Inc. showed real progress in Q2 2025, with overall visits up 3.6% year over year. Old Navy drove the gains with a 4.8% boost, while Gap posted positive traffic despite a smaller store base. A strong spring surge, partly fueled by tariff pull-forward, gave way to softer summer visits. Meanwhile, the return of middle-income shoppers signals that revitalization efforts are resonating.