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Articles
Article
Bracing for Impact: July's Manufacturing Surge Reveals Tariff AnxietyA pre-tariff production rush fueled a sharp rise in U.S. manufacturing in July 2025. This analysis explores how companies raced to beat new tariffs.
R.J. Hottovy
Aug 4, 2025
2 minutes
Article
How EAT, TXRH & BLMN Are Navigating the Q2 2025 Dining MarketQ2 2025 foot traffic data shows Brinker International surging on value, Texas Roadhouse holding steady, and Bloomin' Brands falling behind.
Bracha Arnold & Lila Margalit
Aug 4, 2025
4 minutes
Article
Life Time & Planet Fitness Q2 2025 Visit RecapLife Time's slight dip vs. Planet Fitness's 10.1% surge in Q2 2025 reveals a bifurcated fitness market.
Bracha Arnold
Aug 1, 2025
3 minutes
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Article
Growth vs. Optimization: A Q2 2025 Analysis of First Watch, Denny's, & Dine BrandsDiscover how First Watch, Denny's, & Dine Brands are finding success through two different models of growth & loyalty.
Shira Petrack
Jul 30, 2025
2 minutes
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Article
Scaling Fast-Casual: CAVA's Depth vs. Sweetgreen's Breadth in Q2 2025CAVA and Sweetgreen saw major visit growth in Q2 2025, but their expansion philosophies differ. See the data comparing CAVA's market depth to Sweetgreen's national breadth.
Shira Petrack
Jul 30, 2025
2 minutes
Article
The QSR Playbook for H2 2025: Lessons in Value and Innovation from Yum!, RBI, & Wendy'sSee what the foot traffic data reveals about Yum! Brands, RBI, and Wendy’s Q2 2025 performance.
Lila Margalit
Jul 29, 2025
4 minutes
Reports
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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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