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Articles
Article
Din Tai Fung: Sky High Average-Unit-Volume is a Recipe for Success
Din Tai Fung’s sky-high AUV and unique dining experience are a recipe for success, driving mall traffic and dwell time.
Caroline Wu
Aug 5, 2025
5 minutes
Article
Bracing for Impact: July's Manufacturing Surge Reveals Tariff Anxiety
A 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 Market
Q2 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 Recap
Life 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
Article
Growth vs. Optimization: A Q2 2025 Analysis of First Watch, Denny's, & Dine Brands
Discover how First Watch, Denny's, & Dine Brands are finding success through two different models of growth & loyalty.
Shira Petrack
Jul 30, 2025
2 minutes
Article
Scaling Fast-Casual: CAVA's Depth vs. Sweetgreen's Breadth in Q2 2025
CAVA 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
Reports
INSIDER
Report
Migration After the Boom: Where Americans Are Moving in 2026
Find 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 Location
Explore 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 Winning
Read 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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