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Articles
Article
Are Discretionary Pullbacks Hurting Treasure-Hunt Discounters?
Despite cautious consumer spending, Five Below and Ollie’s are sustaining same-store traffic growth and rising repeat visits – signaling resilient demand for discretionary value retail in 2026.
Lila Margalit
Mar 6, 2026
2 minutes
Article
Are Dollar General and Dollar Tree Headed for a Showdown?
Dollar General and Dollar Tree are both expanding with positive same-store growth. Explore foot traffic trends, shopper behavior, and how Dollar Tree’s 3.0 strategy may impact competition in 2026.
Lila Margalit
Mar 5, 2026
3 minutes
Article
Ulta and Bath & Body Works’ New Formula – Building on a Foundation of Younger Consumers
Ulta and Bath & Body Works leverage strategy resets and younger audience engagement to sustain traffic growth in a shifting beauty retail landscape.
Ezra Carmel
Mar 4, 2026
3 minutes
Guest Contributor
How Downtown Sacramento Is Rebuilding Demand Through Social Collisions
Sacramento is driving downtown recovery through programming, placemaking, and policy—boosting visitation, dwell time, and regional engagement.
Scott Ford
Mar 3, 2026
2 minutes
Article
Kroger Traffic Rises as Trips Grow Shorter in Q4 2025
Kroger saw traffic growth across its banners heading into 2026, mirroring broader grocery trends toward more frequent, mission-driven trips with implications for basket size and margins.
Shira Petrack
Mar 2, 2026
1 minute
Article
Momentum Builds in Athletic Apparel & Sporting Goods: DICK’s, Academy Sports + Outdoors, and Lululemon
Foot traffic and earnings trends at DICK’s, Academy Sports + Outdoors, and lululemon reveal how expansion, digital, and experiential retail are shaping 2026 momentum.
Ezra Carmel
Feb 27, 2026
2 minutes
Reports
INSIDER
4 Opportunities the World Cup Will Unlock for Retail, Dining, and Stadiums
AI-powered location insights from major events reveal how the 2026 World Cup will shape audiences and consumer behavior nationwide. 
April 16, 2026
INSIDER
Report
How Malls Can Win in 2026
Dive 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 Outlook
Read 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
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