Explore Placer.ai’s December 2025 Mall Index uncovering mall traffic trends, family shoppers, cross-visitation, and what retailers must do to win in 2026.

Explore the key discretionary retail trends of 2025, including consumer bifurcation, luxury slowdowns, and the growing appeal of small indulgences.

Traffic trends suggest that Starbucks and The Home Depot are regaining momentum, offering early signs of recovery and upside as the industry looks toward 2026.

After Party City and JOANN exited the market, Michaels and Hobby Lobby saw sustained YoY visit growth during the 2025 holiday season, signaling strong demand for in-store holiday décor shopping.

Backed by major capital and rapid expansion, 7 Brew is emerging as a powerful challenger in the drive-thru coffee sector.

Holiday 2025 saw broad retail and dining traffic gains amid economic pressure, with bifurcated spending favoring value, select luxury, and self-gifting categories.