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Articles

Article
Are Discretionary Pullbacks Hurting Treasure-Hunt Discounters?Despite cautious consumer spending, Five Below and Ollie’s are sustaining same-store traffic growth and rising repeat visits – signaling resilient demand for discretionary value retail in 2026.
Lila Margalit
Mar 6, 2026
2 minutes

Article
Are Dollar General and Dollar Tree Headed for a Showdown?Dollar General and Dollar Tree are both expanding with positive same-store growth. Explore foot traffic trends, shopper behavior, and how Dollar Tree’s 3.0 strategy may impact competition in 2026.
Lila Margalit
Mar 5, 2026
3 minutes
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Article
Ulta and Bath & Body Works’ New Formula – Building on a Foundation of Younger ConsumersUlta and Bath & Body Works leverage strategy resets and younger audience engagement to sustain traffic growth in a shifting beauty retail landscape.
Ezra Carmel
Mar 4, 2026
3 minutes

Guest Contributor
How Downtown Sacramento Is Rebuilding Demand Through Social CollisionsSacramento is driving downtown recovery through programming, placemaking, and policy—boosting visitation, dwell time, and regional engagement.
Scott Ford
Mar 3, 2026
2 minutes
.avif)
Article
Kroger Traffic Rises as Trips Grow Shorter in Q4 2025Kroger saw traffic growth across its banners heading into 2026, mirroring broader grocery trends toward more frequent, mission-driven trips with implications for basket size and margins.
Shira Petrack
Mar 2, 2026
1 minute

Article
Momentum Builds in Athletic Apparel & Sporting Goods: DICK’s, Academy Sports + Outdoors, and LululemonFoot traffic and earnings trends at DICK’s, Academy Sports + Outdoors, and lululemon reveal how expansion, digital, and experiential retail are shaping 2026 momentum.
Ezra Carmel
Feb 27, 2026
2 minutes
Reports

INSIDER
Meeting 2024’s ConsumerDive into the location intelligence data to find out how the retail landscape has shifted over the past five years and understand what characterizes consumers in 2024.
March 14, 2024
11 minutes

INSIDER
Report
The Return to OfficeDive into the data to uncover the state of office recovery in major cities nationwide – and see how the in-office workforce has evolved since COVID.
March 7, 2024
9 minutes

INSIDER
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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