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Articles
Article
Target's Turnaround Plan Begins to Bear FruitTarget is showing signs of a comeback, with rising store traffic and strong Circle Days performance indicating improving shopper engagement and building momentum.
Shira Petrack
Apr 1, 2026
2 minutes
Article
IKEA’s Bet on Tulsa, OK Reveals an Overlooked Growth MarketIKEA’s move into Tulsa highlights the metro’s rising appeal, driven by inbound migration, higher-income newcomers, and strong retail traffic growth.
Lila Margalit
Mar 31, 2026
4 minutes
Article
Chick-fil-A’s Traffic Momentum Holds as Expansion ContinuesChick-fil-A is growing traffic and outperforming QSR peers, driven by efficient expansion, strong unit volumes, and a higher-income customer base.
Lila Margalit
Mar 30, 2026
3 minutes
Article
Loss of Aspirational Luxury Consumers Disproportionately Impacting Mono-Brand StoresLuxury department stores are outperforming mono-brand boutiques, likely due to structural advantages and mono-brand stores’ greater reliance on aspirational shoppers.
Shira Petrack
Mar 27, 2026
3 minutes
Article
Thrift’s Next Chapter: From Trade-Down Trend to Retail MainstayThrift 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.
Ezra Carmel
Mar 26, 2026
4 minutes
Article
The Geography of Brick-and-Mortar Retail Foot Traffic in the United StatesSun Belt states over-index on foot traffic, while coastal markets under-index – offering key insights for retail and CRE expansion strategies.
Shira Petrack
Mar 25, 2026
3 minutes
Reports
INSIDER
Report
Migration After the Boom: Where Americans Are Moving in 2026Find out where Americans are moving in 2026, why they're relocating, and how developers, investors, and retailers can stay ahead of the trends.
June 18, 2026
INSIDER
Report
What High-Growth Brands Know About Picking the Right LocationExplore key signals guiding data-driven site selection from brands actively expanding their brick-and-mortar footprints.
May 21, 2026
INSIDER
Report
Physical Retail in 2026: How the Giants Are WinningRead the report to find out how Walmart, Target, Costco Wholesale, and Dollar General are performing in 2026 – and what their trajectories reveal about broader retail trends.
May 11, 2026
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