Target is showing signs of a comeback, with rising store traffic and strong Circle Days performance indicating improving shopper engagement and building momentum.

IKEA’s move into Tulsa highlights the metro’s rising appeal, driven by inbound migration, higher-income newcomers, and strong retail traffic growth.

Chick-fil-A is growing traffic and outperforming QSR peers, driven by efficient expansion, strong unit volumes, and a higher-income customer base.

Luxury department stores are outperforming mono-brand boutiques, likely due to structural advantages and mono-brand stores’ greater reliance on aspirational shoppers.

Thrift 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.

Sun Belt states over-index on foot traffic, while coastal markets under-index – offering key insights for retail and CRE expansion strategies.