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Articles
Article
Ulta's Post-Target Future Looks StrongExecutive briefing on Ulta's Q2 2025 performance: Visits, comp sales, and the strategic rationale behind its partnership with Target ending.
Bracha Arnold
Aug 26, 2025
3 minutes
Article
Where Can Dollar General & Dollar Tree Still Expand? Dollar Tree's strategic refocus drives traffic surges while Dollar General growth slows somewhat in Q2 2025. Geographic analysis reveals untapped expansion opportunities for both retail giants.
Shira Petrack
Aug 26, 2025
3 minutes
Article
Five Below & Ollie's Traffic Signals Growth for Value RetailDiscover how Ollie’s (OLLI) & Five Below (FIVE) are capitalizing on consumers' current value orientation to expand the discount discretionary retail segment.
Shira Petrack
Aug 22, 2025
3 minutes
Article
Gap Inc. Q2 2025: Old Navy Leads Foot Traffic Gains as Middle-Income Shoppers ReturnGap Inc. posts Q2 2025 visit growth with Old Navy up 4.8% YoY, Gap improving, and middle-income shoppers returning despite tariff pressures.
Lila Margalit
Aug 22, 2025
3 minutes
Article
Best Buy H1 2025 Traffic Data Suggests a Recovery Is UnderwayBest Buy (BBY) foot traffic is stabilizing in 2025, fueled by BOPIS growth and product launches. Visit trends point to a stronger holiday season ahead.
Lila Margalit
Aug 21, 2025
2 minutes
Article
How Athletic Retailers are Weathering the Storm in Q2 2025. Executive briefing on Q2 2025: comps v. visits, digital v. store performance, and the strategies DICK’s, lululemon, and Academy are using to drive demand.
Bracha Arnold & Lila Margalit
Aug 20, 2025
5 minutes
Reports
.avif)
INSIDER
Report
How Malls Can Win in 2026Dive into the latest traffic data to see how indoor malls, open-air centers, and outlets are performing this year – and the factors shaping success across formats.
Placer Research
April 2, 2026
INSIDER
Report
2026 CRE OutlookRead the report to find out which markets are gaining ground in office recovery, where retail traffic is strongest, and how population shifts are reshaping demand.
March 19, 2026
INSIDER
Report
5 Grocery Growth Drivers in 2026How Expanded Supply, Trip Frequency, and Shopping Missions Are Reshaping Food Retail and Creating Multiple Paths to Growth
February 19, 2026
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