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July 2025 promotions primarily boosted weekday retail traffic, but overall in-store visits were down YoY. Walmart notably defied this trend with increased visits. Consumers focused on high-value purchases during the period.

McDonald's Snack Wrap re-launch on July 10 drove a significant visit surge, up 15.0% from the 2025 YTD daily average. This initial success highlights the power of nostalgia-driven menu innovation to boost traffic, crucial for McDonald's ongoing efforts to reverse recent sales and traffic plateaus

McDonald's and Chipotle show diverse paths in Q2 2025. McDonald's visits rebounded, driven by innovation. Chipotle's overall visits grew, but its per-location traffic saw a dip. Both companies are expanding aggressively, shaping the dining landscape and demonstrating resilience amidst market challenges.

JOANN and Party City closed, but not due to low demand. Their smaller size may have affected competition with giants like Michaels, which saw its traffic surge post-JOANN closure. Smaller Blick thrived in a premium niche, avoiding mass-market price competition. The craft market now favors extreme scale or defined premium niches