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Articles
Article
Target's Turnaround Plan Begins to Bear FruitTarget is showing signs of a comeback, with rising store traffic and strong Circle Days performance indicating improving shopper engagement and building momentum.
Shira Petrack
Apr 1, 2026
2 minutes
Article
IKEA’s Bet on Tulsa, OK Reveals an Overlooked Growth MarketIKEA’s move into Tulsa highlights the metro’s rising appeal, driven by inbound migration, higher-income newcomers, and strong retail traffic growth.
Lila Margalit
Mar 31, 2026
4 minutes
Article
Chick-fil-A’s Traffic Momentum Holds as Expansion ContinuesChick-fil-A is growing traffic and outperforming QSR peers, driven by efficient expansion, strong unit volumes, and a higher-income customer base.
Lila Margalit
Mar 30, 2026
3 minutes
Article
Loss of Aspirational Luxury Consumers Disproportionately Impacting Mono-Brand StoresLuxury department stores are outperforming mono-brand boutiques, likely due to structural advantages and mono-brand stores’ greater reliance on aspirational shoppers.
Shira Petrack
Mar 27, 2026
3 minutes
Article
Thrift’s Next Chapter: From Trade-Down Trend to Retail MainstayThrift retail is evolving into a mainstream apparel channel, driven by value, discovery, and younger shoppers. Plus, a look at Goodwill's young, digitally savvy shoppers.
Ezra Carmel
Mar 26, 2026
4 minutes
Article
The Geography of Brick-and-Mortar Retail Foot Traffic in the United StatesSun Belt states over-index on foot traffic, while coastal markets under-index – offering key insights for retail and CRE expansion strategies.
Shira Petrack
Mar 25, 2026
3 minutes
Reports
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2026 Office Recovery Trends Across Major U.S. MarketsExplore how office attendance is recovering across 11 major U.S. markets – and how local economies, hybrid schedules, and commute patterns are shaping the return to office.
August 13, 2026
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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
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