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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
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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