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Articles
Article
Ulta's Post-Target Future Looks StrongExecutive briefing on Ulta's Q2 2025 performance: Visits, comp sales, and the strategic rationale behind its partnership with Target ending.
Bracha Arnold
Aug 26, 2025
3 minutes
Article
Where Can Dollar General & Dollar Tree Still Expand? Dollar Tree's strategic refocus drives traffic surges while Dollar General growth slows somewhat in Q2 2025. Geographic analysis reveals untapped expansion opportunities for both retail giants.
Shira Petrack
Aug 26, 2025
3 minutes
Article
Five Below & Ollie's Traffic Signals Growth for Value RetailDiscover how Ollie’s (OLLI) & Five Below (FIVE) are capitalizing on consumers' current value orientation to expand the discount discretionary retail segment.
Shira Petrack
Aug 22, 2025
3 minutes
Article
Gap Inc. Q2 2025: Old Navy Leads Foot Traffic Gains as Middle-Income Shoppers ReturnGap Inc. posts Q2 2025 visit growth with Old Navy up 4.8% YoY, Gap improving, and middle-income shoppers returning despite tariff pressures.
Lila Margalit
Aug 22, 2025
3 minutes
Article
Best Buy H1 2025 Traffic Data Suggests a Recovery Is UnderwayBest Buy (BBY) foot traffic is stabilizing in 2025, fueled by BOPIS growth and product launches. Visit trends point to a stronger holiday season ahead.
Lila Margalit
Aug 21, 2025
2 minutes
Article
How Athletic Retailers are Weathering the Storm in Q2 2025. Executive briefing on Q2 2025: comps v. visits, digital v. store performance, and the strategies DICK’s, lululemon, and Academy are using to drive demand.
Bracha Arnold & Lila Margalit
Aug 20, 2025
5 minutes
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Office Attendance Drivers in 2026: The New Rules of Showing UpDive into the data to learn how convenience-driven behaviors are impacting the office recovery – and how stakeholders from employers to office owners and local retailers can best adapt.
February 5, 2026
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Five Ways Retailers Can Leverage AI Without Losing What WorksRead the report to learn how AI is changing store roles, operations, marketing, and fleet strategy – and how to apply it without undermining what already works.
January 29, 2026
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10 Top Brands to Watch in 2026Meet the ten retail and dining powerhouses, including H-E-B, Walmart, and Dave’s Hot Chicken, redefining success and winning consumer loyalty in 2026.
January 12, 2026
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