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Articles
Article
Two Bets for a Long Housing Winter
Home Depot and Lowe’s Q3 2026: Home Depot visits held flat YoY, while Lowe’s narrowed its visit gap each month as both target core shoppers.
Ephraim Fruchter
Nov 12, 2026
2 minutes
Article
Walmart Keeps Its Spark as Target Hits the Mark
Walmart and Target Q3 2026: Repeat visitors held steady at Walmart and hit a three-year high at Target as Target visits rose 7.2% YoY.
Ephraim Fruchter
Nov 11, 2026
2 minutes
Article
October 2026 Placer.ai Office Index – Recovery Holds Despite Shorter Month
Office visits were 33.0% below 2019 in October 2026, steady YoY despite one fewer workday. Boston led YoY gains; Denver and D.C. fell most.
Lila Margalit
Nov 10, 2026
2 minutes
Article
Placer.ai October 2026 Mall Index: Resilience Into the Holidays
October 2026 mall traffic rose YoY across all formats, led by open-air centers at 5.8%, ahead of indoor malls (4.1%) and outlets (3.6%).
Lila Margalit
Nov 9, 2026
2 minutes
Article
What’s Ahead for Black Friday 2026?
Black Friday 2026: Department stores, electronics and apparel still get ~4% of Q4 visits on the day, while books and beauty gain ground.
Lila Margalit
Nov 4, 2026
3 minutes
Reports
INSIDER
Report
The New Tenant Mix Playbook
Read the report to uncover how shopping center visit patterns are changing – and what strategies landlords can use to build a tenant mix that drives frequency, dwell time, and growth.
August 31, 2026
11 minutes
INSIDER
Report
7 World Cup Lessons for Retail, Dining & Real Estate
Explore how the 2026 World Cup reshaped retail and dining traffic across U.S. host markets – and how location, event relevance, and activations determined where the biggest gains emerged.
Placer Research & Colliers
August 28, 2026
11 minutes
INSIDER
Report
The 2026 Retail Consumer in Five Charts
Five charts reveal how consumers are engaging with retail in 2026 – and what retailers, CRE professionals, and advertisers can learn from their behavior.
Placer Research
August 26, 2026
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