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Sips Of Success: Coffee in Q3 2025Coffee visits rose 1.4% YoY in Q3 2025 as Starbucks (SBUX) and Dunkin’ saw slight declines, Dutch Bros (BROS) kept growing, and smaller brands drove the surge.
Bracha Arnold
Oct 24, 2025
4 minutes
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Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income DinersTexas Roadhouse and Chili’s continue to outperform in full-service dining by balancing value, efficiency, and higher-income consumer appeal.
Ezra Carmel
Oct 23, 2025
5 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events show retailers balancing online and in-store strategies to attract cost-conscious shoppers ahead of the holiday season.
Ezra Carmel
Oct 22, 2025
4 minutes
Article
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Explore how affluent and value-conscious consumers are shaping retail trends heading into Holiday 2025. See what location analytics reveal about spending behavior, promotions, and the “two-tier economy.”
R.J. Hottovy & Elizabeth Lafontaine
Oct 21, 2025
4 minutes
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Article
McDonald’s and Chipotle Face Headwinds in Q3 2025McDonald’s and Chipotle navigated dining headwinds in Q3 2025, as growth pressures mounted across the sector.
Bracha Arnold
Oct 20, 2025
3 minutes
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Manufacturing Foot Traffic Signals Continued CautionManufacturing foot traffic remained below 2024 levels in September 2025, with auto slowdowns worsened by the Novelis fire.
Shira Petrack & Lila Margalit
Oct 17, 2025
1.5 minutes
Reports
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INSIDER
Report
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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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
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