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Articles
Article
Ulta's Post-Target Future Looks StrongExecutive briefing on Ulta's Q2 2025 performance: Visits, comp sales, and the strategic rationale behind its partnership with Target ending.
Bracha Arnold
Aug 26, 2025
3 minutes
Article
Where Can Dollar General & Dollar Tree Still Expand? Dollar Tree's strategic refocus drives traffic surges while Dollar General growth slows somewhat in Q2 2025. Geographic analysis reveals untapped expansion opportunities for both retail giants.
Shira Petrack
Aug 26, 2025
3 minutes
Article
Five Below & Ollie's Traffic Signals Growth for Value RetailDiscover how Ollie’s (OLLI) & Five Below (FIVE) are capitalizing on consumers' current value orientation to expand the discount discretionary retail segment.
Shira Petrack
Aug 22, 2025
3 minutes
Article
Gap Inc. Q2 2025: Old Navy Leads Foot Traffic Gains as Middle-Income Shoppers ReturnGap Inc. posts Q2 2025 visit growth with Old Navy up 4.8% YoY, Gap improving, and middle-income shoppers returning despite tariff pressures.
Lila Margalit
Aug 22, 2025
3 minutes
Article
Best Buy H1 2025 Traffic Data Suggests a Recovery Is UnderwayBest Buy (BBY) foot traffic is stabilizing in 2025, fueled by BOPIS growth and product launches. Visit trends point to a stronger holiday season ahead.
Lila Margalit
Aug 21, 2025
2 minutes
Article
How Athletic Retailers are Weathering the Storm in Q2 2025. Executive briefing on Q2 2025: comps v. visits, digital v. store performance, and the strategies DICK’s, lululemon, and Academy are using to drive demand.
Bracha Arnold & Lila Margalit
Aug 20, 2025
5 minutes
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Q4 2023 Quarterly IndexFind out how the Fitness, Beauty & Self Care, Discount & Dollar Stores, Superstores, Grocery Stores, and Dining categories fared during last year’s all-important holiday shopping season.
February 15, 2024
6 minutes
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10 Top Brands to Watch in 2024This report analyzes the latest location intelligence data to identify ten brands poised to succeed in 2024.
February 8, 2024
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The Retail Opportunity of StadiumsDive into the location intelligence to understand the significant retail and dining opportunities in and around major stadiums – both during games and in the off-season.
January 11, 2024
7 minutes
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