Driven by stricter RTO mandates and a stabilizing "new normal," November 2025 marked the strongest November office occupancy rates we have seen since 2019.

Explore how Dutch Bros and Dave’s Hot Chicken showcase two stages of restaurant growth, from explosive expansion to disciplined scaling and strategic maturity.

Lululemon sees rising visits and a major Black Friday surge, signaling strong holiday momentum despite retail headwinds.

Early November momentum and a 3.1% surge on Black Friday offset a softer weekend, driving overall visits up YoY across the three mall formats. 

Black Friday 2025 foot traffic data reveals three trends that will shape holiday performance – from regional value sensitivity to category-level shifts and the growing role of convenient, low-ticket indulgences.

Explore how last year’s holiday dining trends – led by fine dining and key seasonal boosts – may shape which restaurant categories win the 2025 season.