Articles

US office visits declined in May 2025, reaching a 37.2% gap from 2019 levels. This pause highlights hybrid/remote work's persistent popularity, despite a calendar shift. New York and Miami led recovery, while Southern hubs saw growth. Most other major cities experienced declines. The overall office recovery shows a persistent plateau.

Darden Restaurants shows solid 2025 growth. Overall visits outpace per-location gains. Monthly trends were positive. LongHorn Steakhouse leads with value. Both Olive Garden and LongHorn capitalized on Mother's Day. These results highlight Darden's resilience and strong demand.

Burger King launched a limited-time menu inspired by the upcoming "How to Train Your Dragon" movie. The offering immediately boosted foot traffic, with launch day visits up and the following Friday becoming the chain's busiest day of the year so far. This initial success suggests potential for increased traffic post-movie premiere.

Mall visits rose in May 2025, led by indoor malls, indicating sector resilience beyond tariff pull-forwards. Shopping centers saw strong Memorial Day performance. While visitor HHI slightly declined, longer average visit durations suggest malls succeed as social and experiential hubs. This positions them for continued growth by adapting to evolving consumer behaviors.