Foot traffic trends at Home Depot (HD) and Lowe’s (LOW) point to early signs of a home improvement rebound as consumers invest in upgrades.

Holiday-season foot traffic data shows strong momentum for both e-commerce and brick-and-mortar retail entering 2026, while January manufacturing visits softened due to weather and calendar effects.

Off-price chains now capture nearly 63% of visits across the off-price and department store segments, as Q4 data highlights growing polarization and the power of clear retail positioning.

The retail industry doesn't traditionally think of dollar stores as a holiday shopping destination, but 2025 proved that the definition might need to change in coming years.

Shake Shack outpaced fast-casual peers in 2025, driven by expansion while same-store traffic stayed positive. Q4 results show demand resilience.

Sprouts Farmers Market saw total visits rise in Q4 2025, driven by longer-distance shoppers as the retailer expands into new states and broadens its national footprint.