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Articles
Article
Two Bets for a Long Housing Winter
Home Depot and Lowe’s Q3 2026: Home Depot visits held flat YoY, while Lowe’s narrowed its visit gap each month as both target core shoppers.
Ephraim Fruchter
Nov 12, 2026
2 minutes
Article
Walmart Keeps Its Spark as Target Hits the Mark
Walmart and Target Q3 2026: Repeat visitors held steady at Walmart and hit a three-year high at Target as Target visits rose 7.2% YoY.
Ephraim Fruchter
Nov 11, 2026
2 minutes
Article
October 2026 Placer.ai Office Index – Recovery Holds Despite Shorter Month
Office visits were 33.0% below 2019 in October 2026, steady YoY despite one fewer workday. Boston led YoY gains; Denver and D.C. fell most.
Lila Margalit
Nov 10, 2026
2 minutes
Article
Placer.ai October 2026 Mall Index: Resilience Into the Holidays
October 2026 mall traffic rose YoY across all formats, led by open-air centers at 5.8%, ahead of indoor malls (4.1%) and outlets (3.6%).
Lila Margalit
Nov 9, 2026
2 minutes
Article
What’s Ahead for Black Friday 2026?
Black Friday 2026: Department stores, electronics and apparel still get ~4% of Q4 visits on the day, while books and beauty gain ground.
Lila Margalit
Nov 4, 2026
3 minutes
Reports
INSIDER
Report
2026 Office Recovery Trends Across Major U.S. Markets
Explore how office attendance is recovering across 11 major U.S. markets – and how local economies, hybrid schedules, and commute patterns are shaping the return to office.
August 13, 2026
INSIDER
Report
The Forces Shaping Consumer Traffic in 2026
Explore how higher gas prices, the search for value, and nostalgia-driven demand shaped consumer traffic and behavior in H1 2026.
July 27, 2026
INSIDER
Report
Dining In 2026: All Roads Lead To Value
How shifting consumer priorities are reshaping value perceptions across QSR, fast casual, and casual chains.
July 9, 2026
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