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Articles
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Article
Hobby Lobby and Michaels Defy Discretionary Spending HeadwindsAs JOANN and Party City close stores, Hobby Lobby and Michaels gain market share with rising foot traffic, loyal shoppers, and seasonal growth.
Lila Margalit
Sep 25, 2025
4 minutes
Article
Black Rock Coffee's Post-IPO Growth Potential Black Rock Coffee’s $1.32B IPO shows strong growth, premium positioning, and expansion potential beyond core markets.
Bracha Arnold
Sep 24, 2025
3 minutes
Article
How Asian Grocers Are Redefining the Grocery ExperienceAsian grocers are thriving by turning shopping into an experience. Discover what this trend means for grocery and retail at large.
Bracha Arnold
Sep 23, 2025
3 minutes
Article
Is Costco’s Momentum Built to Last?Discover how strong traffic, longer in-store engagement, and favorable macro conditions are driving growth at Costco (COST).
Shira Petrack
Sep 22, 2025
3 minutes
Article
Q2 2025 Restaurant Recap: A Cautious Consumer Shapes Dining Trends Q2 2025 shows consumers trading down in dining. Casual chains thrive on value while QSRs and fast casuals face pressure.
R.J. Hottovy
Sep 19, 2025
5 minutes
Article
Costco Early Openings Reshape Store Traffic PatternsDiscover how Costco’s early openings for Executive members are reshaping shopping habits, reducing peak-time congestion, and boosting efficiency—all without added labor costs.
Shira Petrack
Sep 18, 2025
3 minutes
Reports
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INSIDER
Report
The Forces Shaping Consumer Traffic in 2026Explore how higher gas prices, the search for value, and nostalgia-driven demand shaped consumer traffic and behavior in H1 2026.
July 27, 2026
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INSIDER
Report
Dining In 2026: All Roads Lead To ValueHow shifting consumer priorities are reshaping value perceptions across QSR, fast casual, and casual chains.
July 9, 2026
INSIDER
Report
Migration After the Boom: Where Americans Are Moving in 2026Find out where Americans are moving in 2026, why they're relocating, and how developers, investors, and retailers can stay ahead of the trends.
June 18, 2026
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