Skip to main content
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
0
0
0
0
----------
0
0
Articles
Article
Florida Spring Break Break-Up? Travelers Still Love Florida!
Thousands of young people descend on beaches during spring break to soak up the sun, kick back, and enjoy themselves. How do these revelers impact local businesses in key Florida destinations like Miami and Panama City Beach? We take a closer look.
Lila Margalit
Apr 8, 2024
4 minutes

Every year in March and early April, thousands of young people descend on Florida beaches to soak up some sun, kick back with friends, and have a good time. But while the influx of revelers can be a boon to local businesses, some municipalities are pushing back against the mayhem. This year, Miami Beach famously announced its intention to “break up” with spring break (“It’s not us, it’s you”) – instituting a series of restrictive measures, from curfews to elevated parking fees, designed to temper the crowds.  

But what’s happening on the ground? How did this year’s spring break impact local businesses in key Florida destinations like Miami, Key West, Panama City Beach, and Daytona Beach? Which retail segments continued to benefit from the excitement – and who were the visitors driving foot traffic to their venues? 

Key Takeaways 

  • Despite Miami Beach’s intention to break up with spring break, fast-food restaurants, breakfast venues, and coffee shops all experienced significant March visit spikes in Florida spring break destination towns. 
  • Panama City saw the biggest March dining visit surges – but eateries in Miami, Key West, and Daytona Beach also experienced significant foot traffic increases.
  • In March, local Panama City resorts as well as crowd favorites like Starbucks, Dunkin’, Whataburger, and Chick-fil-A saw a larger-than-usual share of college students.  

QSR and Coffee Chains Reap Spring Break Rewards

Florida is home to the most-searched spring break destinations in the United States. And perhaps thanks to the influx of vacationers, location intelligence shows that Quick-Service Restaurants (QSR) and Breakfast, Coffee, Bakeries, & Dessert Shops in Florida spring break hotspots enjoy significant annual visit boosts during March and early April.

The extent of the seasonal boost varies between CBSAs – and though this year’s traffic spikes were slightly lower than last year’s bumps, the two dining segments continued to benefit strongly from spring break-fueled visit bumps in 2024.

Visits to QSR & Fast-Food venues and Breakfast, Coffee, Bakeries, & Dessert Shops in Panama City – known as the spring break capital of the world – were up 57.6% and 56.9%, respectively, during the week of March 11th 2024, compared to an early January 2023 baseline. This represents a minor decline from the comparable period last year (the week of March 13th, 2023), when visits were up a respective 59.2% and 68.6%. 

QSR and coffee and breakfast chains in the Miami-Fort Lauderdale-Pompano Beach, Key West, and Deltona-Daytona Beach-Ormond Beach CBSAs also experienced significant visit spikes during the week of March 11th, 2024. Though the March foot traffic increases in these CBSAs were smaller than those seen in Panama City, they were nearly on par with the visit bumps seen in the comparable period of 2023.

line graphs: spring break in florida hotspots drives visits to QSR and Coffee-breakfast segments

College Students Drive Visits to Panama City Dining Chains

Who are the visitors driving this spring break dining activity? Drilling down into the data for leading Panama City QSR and coffee chains shows that college student influxes are likely a major contributing factor.

In July 2023 – during Panama City’s peak summer season – the captured markets of local Whataburger, Dunkin’, Starbucks, and Chick-fil-A locations were nearly devoid of STI: Landscape’s “Collegian” segment – a category encompassing currently-enrolled college students. But in March 2024, the share of this segment in the brands’ captured markets skyrocketed. 

bar graph: panama city's march dining visit bump is driven in part by college students

Panama City Resorts Go Collegian

Analyzing the audiences of local Panama City resorts reveals a similar pattern. During the month of July, the captured markets of SpringHill Suites and Holiday Inn Resort – two venues popular among spring breakers – included miniscule shares of Collegians. But in March, the share of college students in the resorts’ captured markets jumped to 13.8% and 10.0%, respectively – highlighting the role of undergrads in driving hotel visits during this period. 

bar graph: hotels and resorts in panama city, FL also fill up with college students during spring break. *Psychographics based on data from STI's Landscape. The Collegian segment encompasses neighborhoods home to currently-enrolled college students, on- or off-campus. Captured Market analysis based on Placer.ai's proprietary data.

Spring Break Fever

Spring break is party time – and Florida has traditionally been at the center of it all. 

How will 2024 spring break continue to unfold this year in the Sunshine State? And what other retail categories stand to benefit from the excitement? 

Follow Placer.ai’s data-driven civic and retail analyses to find out. 

This blog includes data from Placer.ai Data Version 2.0, which implements improvements to our extrapolation capabilities, adds short visit monitoring, and enhances visit detection. 

Article
Market Spotlight: Downtown DC Breathes a Sigh of Relief as Washington Wizards and Capitals Stay Put
Caroline Wu
Apr 5, 2024

DC residents and businesses have been on tenterhooks ever since plans were announced in December 2023 to move the Caps and Wizards to Potomac Yard in Alexandria, VA.  Original plans called for a new Wizards practice facility, a separate performing arts center, a media studio, new hotels, a convention center, housing and shopping.  Meanwhile, DC mayor Muriel Bowser worked furiously to keep the teams, eventually putting together a $500 million+ deal that was officially approved in the last week,  so that the teams would stay in the District until “at least 2050.”  That is good news for those businesses by Gallery Place/Chinatown, and the teams can keep the Washington moniker, as opposed to potentially being the “National Landing” teams were they to have moved to the Potomac Yard area.

Article
Provo-Orem and Ogden-Clearfield Emerging As Utah Hotspots 
Migration to the Mountain States has been on an upward trend in recent years. And one state in particular – Utah – has received an impressive influx of new residents. Which areas are experiencing the most growth? And what is driving migration to the Beehive State? We take a closer look. 
Bracha Arnold
Apr 4, 2024
4 minutes

Migration to the Mountain States, named for the sprawling Rocky Mountain range that runs through the region, has been on an upward trend in recent years. And one state in particular – Utah – has received an impressive influx of new residents. 

Which areas are experiencing the most growth? And what is driving migration to the Beehive State? We take a closer look. 

Key Takeaways

  • Relocators to Utah are coming from states with a lower HHI and higher age compared to the Utah median.
  • Not all metro areas are benefiting equally from Utah’s migration boom: Between January 2020 and January 2024, net migration to the Provo-Orem and Ogden-Clearfield CBSAs was positive, while net migration to the Salt Lake City CBSA was negative.
  • Provo-Orem and Ogden-Clearfield receive newcomers from areas with a lower median HHI and similar median age as  Salt Lake City. 

Utah Is Younger and Wealthier Than its Feeder States

Utah, with its iconic national parks and burgeoning tech industry, is growing fast. According to Placer.ai’s Migration Trends Report, Utah experienced an 5.5% rise in population between January 2020 and January 2024, partially driven by inbound domestic migration: 1.8% of the state’s January 2024 population moved in between January 2020 and January 2024.

Utah has a relatively young population – the median age in Utah (according to the 2021 ACS 5-Year Projection dataset) is 31. But relocators to the state seem to be coming from older states – the weighted median age in the states of origins of newcomers moving to Utah over the past four years was 38. 

But although Utah’s median age is lower than the median age in the states of origin, the median HHI in the Beehive State is higher than in its feeder states. Between January 2020 and January 2024, the weighted median HHI in the states feeding migration to Utah was $71K/year, lower than the Utah median of $79K/year (although higher than the national average of $69.0K/year). 

bar graph: utah;s population is growing, fueled by older, slightly lower income residents. Population Change, Net Migration, Median HHI & Median Age Based on Census 2021 ACS 5-Year Projection Combined With Placer.ai Migration Data

Provo-Orem and Ogden-Clearfield Receive Largest Migration Boost 

Although Utah as a whole has seen positive net migration over the past four years, the new residents are not evenly distributed across the state’s major metropolitan areas. Inbound domestic migration was particularly strong in the Provo-Orem and Ogden-Clearfield CBSAs (core-based statistical areas), with both states also seeing significant increases in their population (10.7% and 5.1%, respectively) over the past four years. But during the same period, the migrated share of the population of Utah’s largest CBSA – Salt Lake City – has declined, and the overall population in the Salt Lake City CBSA grew by just 1.0%. So what is driving migration to Provo-Orem and Ogden-Clearfield? 

bar graph: in utah, provo-orem CBSA leads population & migration growth

Younger People from Lower Median HHI Areas Moving to Provo & Ogden 

January 2020 to January 2024 migration data reveals that relocators to Provo and Ogden come from CBSAs with a lower median age and HHI compared to those moving to Salt Lake City: Newcomers to the Provo-Orem and Ogden-Clearfield CBSAs came from CBSAs with a weighted median HHI of $73K and $72K, respectively, compared to a $75K median HHI for CBSAs feeding migration to the Salt Lake City CBSA. And the weighted median age in the CBSAs of origin for Provo-Orem and Ogden Clearfield was 25 and 32, respectively, compared to 33 in the CBSAs of origin for Salt Lake City.

The movement of younger people from lower-HHI areas to these CBSAs may indicate that many of those relocating to Utah to benefit from the state’s robust economy are specifically choosing the Provo-Orem and Ogden-Clearfield metro areas. 

bar graphs: similarities between CBSAa of Destination for Utah's major metro areas

Provo and Ogden’s Strong Employment Draw 

Niche’s Neighborhood Grades – available in the Placer.ai Marketplace – assigns grades to various types of regions based on a variety of factors, including job opportunities. And comparing the Niche rating for “Jobs” assigned to Utah’s three largest CBSAs with the aggregate “Jobs” grade assigned to the CBSAs of origin also suggests that Provo and Ogden’s economic opportunities are driving migration to these smaller metro areas. 

All three Utah CBSAs analyzed received a higher “Jobs” grade than their CBSAs of origin – indicating that the employment opportunities in all three metro areas are likely drawing newcomers. But while Salt Lake City only got a “B+” in “Jobs” – just one grade up from the aggregate grade assigned to its areas of origin – Provo-Orem and Ogden-Clearfield got a “Jobs” grade of “A-”, or two notches up from the “Jobs” grade in their CBSAs of origin. The highly robust job markets in these smaller CBSAs may explain why newcomers seem to prefer Provo-Orem and Ogden-Clearfield to Salt Lake City. 

table: provo-orem and ogden-clearfield offer newcomers strong job prospects

Utah-ly Amazing

Utah’s population growth makes it one of the most exciting states to watch, and the state’s promising employment opportunities seems to be a major draw for newcomers to the state. 

Will Utah continue to experience population growth?

Visit placer.ai to keep up with the latest migration trends. 

This blog includes data from Placer.ai Data Version 2.0, which implements improvements to our extrapolation capabilities, adds short visit monitoring, and enhances visit detection.

Article
Three Formulas for Experiential Retail in 2024
Many brands are turning to experiential retail to draw visitors into brick-and-mortar stores. We take a look at three companies with different types of experiential offerings – Michaels, DICK’S, and Lowe’s Home Improvement – to understand what experiential retail can look like in 2024. 
Bracha Arnold
Apr 3, 2024
5 minutes

In a world where convenience is key and online shopping reigns supreme, many brands are turning to experiential retail to draw visitors into brick-and-mortar stores. We take a look at three companies with different types of experiential offerings – Michaels, DICK’S, and Lowe’s Home Improvement – to understand what experiential retail can look like in 2024. 

Key Takeaways: 

  • Experiential retail can take many different forms. 
  • Some retailers – including DICK’s – are designing entire venues as immersive hubs, with others – like Lowe’s – are adding experiential zones to their regular stores.
  • Companies can also empower customers to create their bespoke in-store experience.

DICK’S: Elevating The Sporting Experience 

Some retailers are encouraging consumers to engage fully in their brand by dedicating entire brick-and-mortar venues entirely to immersive experience. Sporting goods brands in particular, including Lululemon with its yoga studios and Nike and its training studios, have employed this strategy to directly engage with their core audience. And perhaps the best example of this is the DICK’S House of Sport concept, launched in 2021 by sporting goods retailer DICK’S.

DICK’S currently operates 12 House of Sports locations where visitors can repair their bikes, pick out a golf club, use a climbing wall or batting cage. The concept has been highly successful, especially as more people engage in some form of recreational sports or fitness activities, and the chain is looking to add at least 100 more of these experiential stores in the next five years. 

Quarterly foot traffic patterns suggest that the new locations will be met with enthusiasm. Visits to the three longest-running House of Sports stores in Q4 2023 were 7.2% higher than they were in Q4 2022, while visits to DICK’S Sporting Goods stores nationwide were 2.3% lower for the same period. Psychographic data also reveals that House of Sport visitors also tend to be slightly older and more established than visitors to DICK’S nationwide – and this older audience may be more inclined to spend more than their younger counterparts.  

bar graph: DICK's Hous eof Sport outperforms DICK's chain in Q3 and Q4 2023, sees fewer families in trade area

By creating an immersive athletic experience that taps into the growing popularity of personal fitness, House of Sport can continue to draw in visitors and foster community – and serve as a model for other sporting goods retailers looking to expand their experiential offerings.  

Lowe’s: Empowering DIY Enthusiasts

Retailers who don’t want to devote an entire location to their experiential offering can also leverage their regular venues to offer visitors hands-on engagement with their products on certain days or time slots. Rising costs have led more people than ever to turn to DIY – and meeting that demand, leading home improvement retailer Lowe’s has introduced a DIY workshop on Saturdays and Sundays at 100 locations across the country. Visitors heading to participating Lowe’s stores will be able to participate in workshop stations and take advantage of all-day demos – with no registration required. The company also runs a family-friendly Weekending at Lowe’s program, which allows visitors to register to free workshops focused on child-friendly activities, such as creating a butterfly biome or a tabletop basketball game

Providing people with a hands-on, practical approach to home repairs may help Lowe’s expand its customer base as more people embrace DIY concepts. Participants in the DIY workshops may feel more confident in tackling new projects at home. They are also more likely to choose Lowe’s products due to familiarity with the store and its offerings — a win for the company.

Comparing year-over-year (YoY) visits at Lowe’s locations with DIY workshops to the foot traffic performance of the chain as a whole indicates that the DIY venue, while experiencing the effects of the ongoing retail headwinds, are managing to perform better than Lowe’s stores overall. And analyzing locations using the Spatial.ai: PersonaLive dataset reveals that Lowe’s DIY stores are particularly popular among rural segments, with more "Rural Average Income" and "Rural Low Income" segments in their captured markets than their potential market*. 

*A chain’s potential market refers to the population residing in a given trade area, where the Census Block Groups (CBGs) making up the trade area are weighted to reflect the number of households in each CBG. A chain’s captured market weighs each CBG according to the actual number of visits originating to the chain from that CBG. 

bar graph: lowe's DIY stores tend to capture more blue-collar, middle-class segments than Lowe's chain, outperforms in foot traffic.

Lowe’s can harness this data if it seeks to expand the DIY concept further to help it capitalize on its success among rural audiences – and other retailers can take note of the demand for hands-on workshops from this segment. 

Michaels: Embracing Family Fun

A third model for experiential retail empowers the customer to take the reins and decide when to schedule the in-store event – and who to add to the guest list. Craft chain Michaels, which has long emphasized child-friendly experiences like summer camps and free classes, recently introduced store-hosted birthday parties for kids up to age 13. 

Demographic data from both potential and captured trade areas suggest that this focus on kids activities is succeeding in attracting the family households in its trade area. Michaels attracts a larger share of married couples with children in its captured market than in its potential market, and has a captured market household size of 2.6, slightly larger than its potential market household size. The share of households in Experian: Mosaic’s “Suburban Style,” “Flourishing Families”, and “Family Union” segments were also all higher in Michaels captured market than in its potential market.

bar graph: Michaels trade areas over-indexed for suburban family segments. *Demographic Data from AGS: Demographic Dimensions, combined with Placer.ai Trade Area Data **Psychographic Data from Experian: Mosaic, combined with Placer.ai Trade Area Data

Michael’s seems to be positioning itself as a one-stop shop for crafters of all ages, and focusing on children’s events may help the chain attract more family segments to its stores. This serves as a reminder of the draw that quality children’s entertainment can provide and offers a blueprint for retailers wishing to attract more families to their locations.

Experience Is Everything

These three chains prove that there are plenty of ways to attract people into brick-and-mortar stores. By offering workshops, events, and in-store attractions, the three chains are building brand awareness and increasing their foot traffic.

Will experiential retail continue to dominate in 2024?

Visit placer.ai/blog to stay up-to-date on the latest retail trends. 

This blog includes data from Placer.ai Data Version 2.0, which implements improvements to our extrapolation capabilities, adds short visit monitoring, and enhances visit detection. 

Article
Aldi & Lidl Making The Cut
One of the major stories of 2023 was the rise in food prices, and the increasing costs of food and other goods have helped discount grocers thrive. We checked back in with two bargain grocers – Aldi and Lidl – to see how they’re doing. 
Bracha Arnold
Apr 2, 2024
4 minutes

One of the major stories of 2023 was the rise in food prices, with costs up roughly 25% since 2020 – and the increasing costs of food and other goods have helped discount grocers thrive.

We checked back in with two grocery chains known for their bargain prices and private labels – Aldi and Lidl – to see how they’re doing. 

Key Takeaways: 

  • Visit numbers to Aldi and Lidl continue to grow year-over-year. 
  • Despite Aldi and Lidl’s similar merchandising strategies, the two chains serve different audiences. 
  • Lidl’s visitors tend to come from higher-income areas with larger household sizes compared to Aldi.

Low-Cost Leaders  

Aldi offers prices that rival those of discount grocers, making it a major player in the discount grocery segment. And these attractive prices have helped the company see significant visit growth over the past few years. Year-over-year (YoY) monthly visits to Aldi were up throughout 2023 and into 2024, with some of the growth due to the chain’s aggressive expansion. And the company plans to grow even further – Aldi has announced plans to open another 800 stores over the next few years. 

Lidl – another German-based grocer – opened its first location in Virginia in 2017. The chain currently has around 170 locations in the country, primarily on the East Coast, and is also expanding – albeit at a slower pace. Between February 2023 and February 2024, YoY visits to Lidl were up almost every month with only a slight dip in January 2024 – perhaps due to the unseasonal cold – a promising sign for the discount grocer as more consumers than ever choose low-cost food options.

graph: YoY visits to aldi and lidl elevated in 2023 and 2024

Similar Value, Different Visitors

Although both Lidl and Aldi are German-owned discount grocers, examining the demographics for the two brands' trade areas nationwide sheds light on the differences between the two chain’s consumer bases. 

Analyzing the trade area median HHI reveals that Lidl attracts a higher-income clientele than Aldi: The median household income (HHI) in Aldi’s trade area was slightly lower than the the nationwide median, with the median HHI in the chain’s captured market even lower than the median HHI in its potential market. This indicates that Aldi locates its stores in areas that are accessible to the average consumer and succeeds in attracting also the slightly lower income segments within its potential trade area. 

Meanwhile, Lidl’s potential market median HHI stood at $78.8K/year in 2023, and the median HHI in its captured market was even higher – $88.1K/year – indicating that Lidl stores are located in more affluent areas, and that the company caters to the wealthier households within those neighborhoods. 

The share of households with children in Aldi’s potential and captured market was also almost identical to the nationwide average – indicating once again Aldi’s success in reaching the average U.S. grocery shopper. Lidl, on the other hand, saw more households with children in both its captured and potential markets, with the share of households with children in its captured market around two percentage points higher than the share of households with children nationwide. So while Aldi and Lidl do share some similarities in terms of origins, preference for private label, and pricing, the trade area analysis points to major differences between the two chains’ audiences. 

 *A chain or venue’s potential market refers to the people that reside in its trade area, based on the business’ True Trade Area and weighted by census block group (CBG) within the trade area according to the size of its population. Captured markets represent the population that visits the business in practice, and the data is obtained by weighting each CBG according to its share of visits to the chain or venue in question.

bar graphs: aldi and lidl see customers with different income levels and family sizes. based on STI: PopStats dataset and placer.ai captured and potential trade area data

Similar Concepts, Different Customer Bases

Diving into the psychographic data for Aldi and Lidl adds another dimension to the trends revealed by the demographic data. While both brands are popular among suburban audiences – Aldi tends to attract a more blue-collar customer, while Lidl is frequented by a wealthier suburban segment. The share of visitors falling into the “Small Town Low Income” category was 7.5% for Aldi compared to 0.9% for Lidl. Conversely, Lidl saw 16.7% of its visitors falling into the “Upper Suburban Diverse Families” segment, while Aldi had 10.6% of its consumers in that category.

And while Aldi and Lidl have a hold on different suburban segments, the chains’ expansion strategies seem geared to grow each chain’s reach outside the other’s orbit. Lidl has been opening stores in big cities along the East Coast, including New York City’s tony Chelsea neighborhood, perhaps in a bid to reach more of the wealthier customers that favor the brand. Aldi, meanwhile, recently acquired grocery chains Winn-Dixie and Southeast Grocers, brands that typically attract a more price-sensitive consumer. This acquisition will significantly expand Aldi’s presence and will likely appeal to value-oriented shoppers, a segment already receptive to its offerings.

bar graph: alsi attracts more blue collar lower income consumer segments than lidl. based on Spatial.ai: PersonaLive dataset and placer.ai captured trade area data

Room For Everyone

The past few years have seen the grocery space adapting to an increasingly value-oriented consumer, and Aldi and Lidl have benefitted from this shift. As inflation cools and both companies expand their footprints, will they continue on their upward trajectory?

Follow Placer.ai’s data-driven retail analyses to find out.

This blog includes data from Placer.ai Data Version 2.0, which implements improvements to our extrapolation capabilities, adds short visit monitoring, and enhances visit detection. 

Article
Texas Suburbs on the Rise
Texas has been a favored destination for Americans relocating from major population centers - but which metro areas are attracting new residents? Are people moving to major cities like Dallas, Houston, Austin, and San Antonio, or are they heading out to the suburbs? We take a closer look.
Lila Margalit
Apr 1, 2024
3 minutes

Since COVID, millions of Americans have relocated from major population centers in California, New York, and Illinois (among others) to other regions of the country. Whether in search of job opportunities, affordable housing, or simply a change of scenery, thousands of people have decamped to places like Tampa, Florida, Bozeman, Montana, and Portland, Maine. And the great state of Texas – with its wide open spaces and relatively affordable cost of living – has emerged as a favored destination.

So with 2024 underway, we dove into the data to explore domestic migration trends in the Lone Star State. How much has the population of Texas grown as a result of domestic migration over the past several years – and which metro areas (CBSAs) are attracting new residents? Are people moving to major cities like Dallas, Houston, Austin, and San Antonio, or are they heading out to the suburbs?

Bigger is Better in the Lone Star State

Between December 2019 and December 2023, Texas’ population grew by 4.3% – with nearly a third of this increase driven by new residents hailing from elsewhere in the U.S. 

Perhaps unsurprisingly, many of these new arrivals made a bee-line to Texas’ four most populous metropolitan areas – Austin-Round Rock-Georgetown, San Antonio-New Braunfels, Dallas-Fort Worth-Arlington, and Houston-The Woodlands-Sugar Land. During this time period, each of these CBSAs experienced positive net migration (meaning that more people moved to these areas than away from them) ranging from 0.4% to 3.4%.

graph: Texas and the state's most populous CBSAs experienced positive net migration since COVID

All Hat and No Cattle?

But a deeper analysis of foot traffic trends reveals that, even as the CBSAs as a whole added new residents, the primary cities anchoring the CBSAs often lost more domestic migrants than they gained. Austin proper lost 6.1% of its population to relocation, while Dallas, Houston, and San Antonio lost 4.2%, 3.9%, and 3.2%, respectively. Only Fort Worth – Texas’ fifth-most-populous city – experienced positive net migration over the past four years.

bar graph of Texas' five biggest cities only fort worth has seen positive domestic migration over the past four years

An Urban / Suburban Divide

Why are major metropolitan areas seeing population influxes, even as their central urban hubs experience outflows? Drilling down even deeper into zip-code level location intelligence provides a striking snapshot of what’s actually happening on the ground. 

In all four CBSAs, zip codes belonging to the metro area’s flagship city were more likely to experience negative net migration – while those in further-away suburbs and towns were more likely to see positive inflow. 

maps: smaller towns and suburbs are attracting inbound domestic migration in leading Texas CBSAs while central hubs lose residents to relocation

The relative growth experienced by Fort Worth can be understood against this backdrop: Fort Worth may be one of Texas’ biggest cities, but it is smaller – and less expensive – than Dallas, which dominates the metro area.

Suburban life offers residents many of the benefits of proximity to major urban centers, without some of the drawbacks – like smaller homes. And with more Americans free today to live further away from the office, many appear to be choosing suburban chill over big-city hassle. 

Key Takeaways

Home to the Alamo, a premier state fair, and arguably one of the cultiest grocery chains in the country (H-E-B, of course), Texas has become a key destination for Americans seeking greener (and cheaper) pastures. And though major metropolitan centers in the Lone Star State have seen significant positive net migration over the past four years – much of that growth has taken place outside of the state’s biggest cities. 

How will Texas’ population continue to evolve over the next months and years? Will big cities make a comeback – or are suburbs and smaller towns poised to remain the main drivers of growth?

Follow Placer.ai’s data-driven domestic migration analyses to find out.

This blog includes data from Placer.ai Data Version 2.0, which implements improvements to our extrapolation capabilities, adds short visit monitoring, and enhances visit detection.

Reports
INSIDER
Report
6 Trends Still Defining Post- Pandemic Consumer Behavior
Dive into the data five years post-COVID to uncover six fundamental shifts in consumer behavior since the pandemic.
Placer Research
July 17, 2025
10 minutes

Key Takeaways: 

1. Appetite for offline retail & dining is stronger than ever. Both retail and dining visits were higher in H1 2025 than they were pre-pandemic.

2. Consumers are willing to go the extra mile for the perfect product or brand. The era of one-stop-shops may be waning, as many consumers now prefer to visit multiple chains or stores to score the perfect product match for every item on their shopping list.

3. Value – and value perception – gives chains a clear advantage. Value-oriented retail and dining segments have seen their visits skyrocket since the pandemic. 

4. Consumer behavior has bifurcated toward budget and premium options. This trend is driving strength at the ends of the spectrum while putting pressure on many middle-market players. 

5. The out-of-home entertainment landscape has been fundamentally altered. Eatertainment and museums have stabilized at a different set point than pre-COVID, while movie theater traffic trends are now characterized by box-office-driven volatility.   

6. Hybrid work permanently reshaped office utilization. Visits to office buildings nationwide are still 33.3% below 2019 levels, despite RTO efforts.

The first half of 2025 marked five years since the onset of the pandemic – an event that continues to impact retail, dining, entertainment, and office visitation trends today. 

This report analyzes visitation patterns in the first half of 2025 compared to H1 2019 and H1 2024 to identify some of the lasting shifts in consumer behavior over the past five years. What is driving consumers to stores and dining venues? Which categories are stabilizing at a higher visit point? Where have the traffic declines stalled? And which segments are still in flux? Read the report to find out. 

Retail Outperforming Dining

In the first half of 2025, visits to both the retail and dining segments were consistently higher than they were in 2019. In both the dining and the retail space, the increases compared to pre-COVID were probably driven by significant expansions from major players, including Costco, Chick-fil-A, Raising Cane's, and Dutch Bros, which offset the numerous retail and dining closures of recent years. 

The overall increase in visits indicates that, despite the ubiquity of online marketplaces and delivery services, consumer appetite for offline retail and dining remains strong – whether to browse in store, eat on-premises, collect a BOPIS order, or pick up takeaway. 

Product and Brand Focused Consumers Bypass Convenience 

A closer look at the chart above also reveals that, while both retail and dining visits have exceeded pre-pandemic levels, retail visit growth has slightly outpaced the dining traffic increase. 

The larger volume of retail visits could be due to a shift in consumer behavior – from favoring convenience to prioritizing the perfect product match and exhibiting a willingness to visit multiple chains to benefit from each store's signature offering. Indeed, zooming into the superstore and grocery sector shows an increase in cross-shopping since COVID, with a larger share of visitors to major grocery chains regularly visiting superstores and wholesale clubs. It seems, then, that many consumers are no longer looking for a one-stop-shop where they can buy everything at once. Instead, shoppers may be heading to the grocery stores for some things, the dollar store for other items, and the wholesale club for a third set of products. 

This trend also explains the success of limited assortment grocers in recent years – shoppers are willing to visit these stores to pick up their favorite snack or a particularly cheap store-branded basic, knowing that this will be just one of several stops on their grocery run.  

Value-Oriented Categories Fuel Retail Growth 

Value-Forward Retail Categories Still Growing

Diving into the traffic data by retail category reveals that much of the growth in retail visits since COVID can be attributed to the surge in visits to value-oriented categories, such as discount & dollar stores, value grocery stores, and off-price apparel. This period has been defined by an endless array of economic obstacles like inflation, recession concerns, gas price spikes, and tariffs that all trigger an orientation to value. The shift also speaks to an ability of these categories to capitalize on swings – consumers who visited value-oriented retailers to cut costs in the short term likely continued visiting those chains even after their economic situation stabilized.

Some of the visit increases are due to the aggressive expansion strategies of leaders in those categories – including Dollar General and Dollar Tree, Aldi, and all the off-price leaders. But the dramatic increase in traffic – around 30% for all three categories since H1 2019 – also highlights the strong appetite for value-oriented offerings among today's consumers. And zooming into YoY trends shows that the visit growth is still ongoing, indicating that the demand for value has not yet reached a ceiling. 

Value Alone Doesn't Drive Success

While affordable pricing has clearly driven success for value retailers, offering low prices isn't a guaranteed path to growth. Although traffic to beauty and wellness chains remains significantly higher than in 2019, this growth has now plateaued – even top performers like Ulta saw slight YoY declines following their post-pandemic surge – despite the relatively affordable price points found at these chains.

Some of the beauty visit declines likely stems from consumers cutting discretionary spending – but off-price apparel's ongoing success in the same non-essential category suggests budget constraints aren't the full story. Instead, the plateauing of beauty and drugstore visits while off-price apparel visits boom may be due to the difference in value perception: Off-price retailers are inherently associated with savings, while drugstores and beauty retailers, despite carrying affordable items, lack that same value-driven brand positioning. This may suggest that in today's market, perceived value matters as much as actual affordability.

Traffic to Chains Selling Big-Ticket Products Significantly Below 2019 Levels 

Another indicator of the importance of value perception is the decline in visits to chains selling bigger-ticket items – both home furnishing chains and electronic stores saw double-digit drops in traffic since H1 2019. 

And looking at YoY trends shows that visits here have stabilized – like in the beauty and drugstore categories – suggesting that these sectors have reached a new baseline that reflects permanently shifted consumer priorities around discretionary spending.

Bifurcation of Consumer Behavior  

Mid-Market Apparel Underperforms Luxury & Off-Price

A major post-pandemic consumer trend has been the bifurcation of consumer spending – with high-end chains and discount retailers thriving while the middle falls behind. This trend is particularly evident in the apparel space – although off-price visits have taken off since 2019 (as illustrated in the earlier graph) overall apparel traffic declined dramatically – while luxury apparel traffic is 7.6% higher than in 2019. 

Bifurcated Dining Behavior

Dining traffic trends also illustrate this shift: Categories that typically offer lower price points such as QSR, fast casual, and coffee have expanded significantly since 2019, as has the upscale & fine dining segment. But casual dining – which includes classic full-service chains such as Red Lobster, Applebee's, and TGI Fridays – has seen its footprint shrink in recent years as consumers trade down to lower-priced options or visit higher-end venues for special occasions. 

Chili's has been a major exception to the casual dining downturn, largely driven by the chain's success in cementing its value-perception among consumers – suggesting that casual dining chains can still shine in the current climate by positioning themselves as leaders in value. 

Are Consumers De-Prioritizing Experiences? 

Consumers' current value orientation seems to be having an impact beyond the retail and dining space: When budgets are tight, spending money in one place means having less money to spend in another – and recent data suggests that the consumer resilience in retail and dining may be coming at the expense of travel – or perhaps experiences more generally.  

While airport visits from domestic travelers were up compared to pre-COVID, diving into the data reveals that the growth is mostly driven by frequent travelers visiting airports two or more times in a month. Meanwhile, the number of more casual travelers – those visiting airports no more than once a month – is lower than it was in 2019. 

This may suggest that – despite consumers' self-reported preferences for "memorable, shareable moments" – at least some Americans are actually de-prioritizing experiences in the first half of 2025, and choosing instead to spend their budgets in retail and dining venues. 

Stability and Volatility in the Entertainment Space

The out of home entertainment landscape has also undergone a significant change since COVID – and the sector seems to have settled into a new equilibrium, though for part of the sector, the equilibrium is marked by consistent volatility. 

Museums & Eatertainment Reach New Set Point 

Eatertainment chains – led by significant expansions from venues like Top Golf – saw a 5.5% visit increase compared to pre-pandemic levels, though YoY growth remained modest at 1.1%. On the other hand, H1 2025 museum traffic fell 10.9% below 2019 levels with flat YoY performance (+0.2%). The minimal year-over-year changes in both categories suggest that these entertainment segments have found their new post-COVID equilibrium. 

The rise of eatertainment alongside the drop in museum visits may also reflect the intense focus on value for today's consumers. Museums in 2025 offer essentially the same value proposition that they offered in 2019 – and for some, that value proposition may no longer justify the entrance fee. But eatertainment has gained popularity in recent years as a format that offers consumers more bang for their buck relative to stand-alone dining or entertainment venues – which makes it the perfect candidate for success in today's value-driven consumer landscape.  

But movie theaters traffic trends are still evolving – even accounting for venue closures, visits in H1 2025 were well below H1 2019 levels. But compared to 2024, movie traffic was also up – buoyed by the release of several blockbusters that drove audiences back to cinemas in the first half of 2025. So while the segment is still far from its pre-COVID baseline, movie theaters retain the potential for significant traffic spikes when compelling content drives consumer demand.

The blockbuster-driven YoY increase can perhaps also be linked to consumers' spending caution. With budgets tight, movie-goers may want to make sure that they're spending time and money on films they are sure to enjoy – taking fewer risks than they did in 2019, when movie tickets and concession prices were lower and consumers were less budget-conscious. 

Office Traffic Slowly Inching Up  

H1 2025 also brought some moderate good news on the return to office (RTO) front, with YoY visits nationwide up 2.1% and most offices seeing YoY office visit increases – perhaps due to the plethora of RTO mandates from major companies. But comparing office visitation levels to pre pandemic levels highlights the way left to go – nationwide visits were 33.3% below H1 2019 levels in H1 2025, with even RTO leaders New York and Miami still seeing 11.9% and 16.1% visit gaps, respectively. 

So while the data suggests that the office recovery story is still being written – with visits inching up slowly – the substantial gap from pre-pandemic levels suggests that remote and hybrid work models have fundamentally reshaped office utilization patterns.

Post-COVID Stabilization of Consumer Behavior 

Five years post-pandemic, consumer behavior across the retail, dining, entertainment, and office spaces has crystallized into distinct new patterns.

Traffic to retail and dining venues now surpasses pre-pandemic levels, driven primarily by value-focused segments. But retail and dining segments that cater to higher income consumers –such as luxury apparel and fine dining – have also stabilized at a higher level, highlighting the bifurcation of consumer behavior that has emerged in recent years. Entertainment formats show more variability – while eatertainment traffic has settled above and museums below 2019 levels, and movie theaters still seeking stability. Office spaces remain the laggard, with visits well below pre-pandemic levels despite corporate return-to-office initiatives showing modest impact.

It seems, then, that the new consumer landscape rewards businesses that can clearly articulate their value proposition to attract consumers' increasingly selective spending and time allocation – or offer a premium product or experience catering to higher-income audiences.

INSIDER
Report
‍Out-Of-Home Dining in 2025: Performance & Consumer Trends  
Dive into the data to find out how the dining category is performing in 2025, which segments are coming out on top, and how dining consumer behavior has shifted in recent years.
June 26, 2025
10 minutes

Key Takeaways:

1. Overall dining traffic is mostly flat, but growth is concentrated in specific areas.

While nationwide dining visits were nearly unchanged in early 2025, western states like Utah, Idaho, and Nevada showed moderate growth, while states in the Midwest and South, along with Washington D.C., saw declines.

2. Fine dining and coffee chains are growing through expansion, not just busier locations.

These two segments were the only ones to see an increase in total visits, but their visits-per-location actually decreased, indicating that opening new stores is the primary driver of their growth.

3. Higher-income diners are driving the growth in resilient categories.

The segments that saw visit growth—fine dining and coffee—also attracted customers with the highest median household incomes, suggesting that affluent consumers are still spending on dining despite economic headwinds.

4. Remote work continues to reshape dining habits.

The share of suburban customers at fine dining establishments has increased since 2019, while it has decreased for coffee chains. This reflects a shift towards "destination" dining closer to home and away from commute-based coffee runs.

5. Limited-service restaurants own the weekdays; full-service restaurants win the weekend.

QSR, fast casual, and coffee chains see the majority of their traffic from Monday to Friday, whereas casual and fine dining see a significant spike in visits on weekends.

6. Each dining segment dominates a specific time of day.

Consumer visits are highly predictable by the hour: coffee leads in the early morning, fast casual peaks at lunch, casual dining takes the afternoon, fine dining owns the dinner slot, and QSR captures the late-night crowd.

Year-over-Year Dining Traffic Trends 

Dining Visits Mostly Up in the West, Down in Most of Midwest and East  

Overall dining visits held relatively steady in the first five months of 2025, with year-over-year (YoY) visits to the category down 0.5% for January to May 2025 compared to the same period in 2024. Most of the country saw slight declines (less than 2.0%), though some states and districts experienced larger drops: Washington, D.C, saw the largest visit gap (-3.6% YoY), followed by Kansas and North Dakota (-2.9%), Arkansas (-2.8%), Missouri and Kentucky (-2.6%), Oklahoma (-2.1%), and Louisiana (-2.0%). 

Still, there were several pockets of moderate dining strength, specifically in the west of the United States. January to May 2025 dining visits in Utah, Idaho, and Nevada increased 1.8% to 2.4% YoY, while the coastal states saw traffic rise 0.6% (California) to 1.2% (Washington). Vermont also saw a slight increase in dining visits (+1.9%). 

Coffee & Fine Dining See Strongest Overall Visit Growth 

Diving into visit trends by dining segment shows that fine dining and coffee saw the strongest overall visit trends, with visits to the segments up 1.3% and 2.6% YoY, respectively, between January and May 2025. But visits per location trends were negative for both segments – a decline of 0.8% YoY for fine dining and 1.8% for coffee during the period – suggesting that much of the visit strength is due to expansions rather than more crowded restaurants and coffee shops. 

In contrast, full-service casual dining saw overall visits decrease by 1.5%, while visits per location remained stable (+0.2%) YoY between January and May 2025. Several casual dining chains have rightsized in the past twelve months – including Red Lobster, TGI Fridays, and Outback Steakhouse – which impacted overall visit numbers. But the data seems to show that their rightsizing was effective, as the remaining locations successfully absorbed the traffic and maintained performance levels from the previous year. And the monthly data also provides much reason for optimism, with May traffic up both overall and on a visit per location basis – suggesting that the casual dining segment is well positioned for growth in the second half of 2025. 

Meanwhile, QSR and fast casual chains saw similar minor visits per venue dips (-1.5% and -1.2%, respectively). At the same time, QSR also saw an overall visit dip (-0.8%) while traffic to fast casual chains increased slightly (+0.3%) – suggesting that the fast casual segment is expanding more aggressively than QSR. But the two segments decoupled somewhat in May, with overall traffic and visits per venue to fast casual chains up YoY while traffic remained flat and visits per venue fell slightly for QSR – perhaps due to the relatively greater affluence of fast casual's consumer base. 

Dining Demographics

Visitor Income Levels Hold Steady in Most Segments 

Analyzing the income levels of visitors to the various dining segments over time shows that each segment followed a slightly different trend – and the differences in visitor income may help explain some of the current traffic patterns. 

The only three segments with YoY visit growth – casual dining, fine dining, and coffee – also had the highest captured market median household income (HHI). Although the median HHI in the captured market of upscale and fine dining chains fell after COVID, it has risen back steadily over time and now stands at $98.0K – slightly higher than the $97.1K median HHI between January to May 2019. This may explain the segment's resilience in the face of wider consumer headwinds. Meanwhile, the median HHI at fast casual and coffee chains has fallen slightly, perhaps due to aggressive expansions in the space – including Dave's Hot Chicken and Dutch Bros – which likely broadened the reach of the segments, driving visits up and trade area median HHI down.   

Like fine dining, casual dining also saw its trade area median HHI increase slightly over time – but the segment has still been facing visit dips. This could mean that, even though consumers trading down to casual dining may have boosted the trade area median HHI for the segment, it still might not have been enough to make up for the customers lost to tighter budgets. 

The QSR segment saw its trade area median HHI remain remarkably steady – and visits to the segment have also been quite consistent – staying between $70.6K and $70.9K between 2019 and 2025 – which may explain why the segment's visits remained relatively stable YoY. 

Suburban Dining Patterns

Diving into the psychographic segmentation shows that, although the fine dining segment attracted visitors from the highest-income areas between January and May 2025, fast casual chains drew the highest share of visitors from suburban areas, followed by casual dining and coffee. QSR attracted the smallest share of suburban visitors, with just 30.5% of the category's captured market between January and May 2025 belonging to Spatial.ai: PersonaLive suburban segments. 

But looking at the data since 2019 reveals small but significant changes in the shares of suburban audiences in some categories' captured markets. And although the percentage changes are slight, these represent hundreds of thousands of diners every year. 

The data shows that shares of suburban segments in the captured markets of fine dining chains have increased, while their share in the captured market of coffee chains has decreased. The shares of suburban visitors to QSR, fast casual, and casual chains have remained relatively steady. 

This may suggest that the COVID-19 pandemic and the subsequent rise of remote and hybrid work models are still impacting consumer dining habits, benefiting destination-worthy experiences in suburban locales such as fine dining chains while reducing the necessity of daily coffee runs that were often tied to commuting and office work. Meanwhile, the stability in QSR, fast casual, and casual dining segments could indicate that these categories continue to meet consistent suburban demand for convenience and everyday dining, largely unaffected by the redistribution seen in the fine dining and coffee sectors.

Dining Consumer Behavior Trends 

Although QSR, fast casual, casual dining, fine dining, and coffee all fall under the wider dining umbrella, the data shows distinct consumer behavior patterns regarding visits to these five categories. 

Limited Service Leads Weekday Visit Share, Full Service Rules the Weekend 

Limited service segments, including QSR, fast casual, and coffee tend to see higher shares of visits on weekdays, while full service segments – casual dining and fine dining – receive higher shares of weekend visits. Diving deeper shows that QSR has the largest share of weekday visits, with 72.3% of traffic coming in between Monday and Friday, followed by fast casual (69.8% of visits on weekdays) and coffee (69.4% of visits on weekdays.) Looking at trends within the work week shows that QSR receives a slightly larger visit share between Monday and Thursday compared to the other limited service segments. Meanwhile, coffee seems to receive the smallest share of Friday visits – 16.3% compared to 17.0% for fast casual and 17.2% for QSR. 

On the full-service side, casual dining and fine dining chains have relatively similar shares of weekend visits (39.0% and 38.8%, respectively), but fine dining also sees an uptick of visits on Fridays (with 19.1% of weekly visits) as consumers choose to start the weekend on a festive note. 

Each Segment Owns a Different Daypart

Hourly visit patterns also show variability between the segments. Coffee is the unsurprising leader of early visits, with 14.6% of visits taking place before 8 AM and, almost two-thirds (64.9%) of visits taking place before 2 PM. Fast casual leads the lunch rush (29.4% of visits between 11 AM and 2 PM), casual dining chains receive the largest share of afternoon (2 PM to 5 PM) visits, and fine dining chains receive the largest share of dinner visits, with almost 70% of visits taking place between 5 PM and 11 PM. QSR leads the late night visit share – 4.1% of visits take place between 11 PM and 5 AM – followed by casual dining chains (3.2% late night and overnight visit share), likely due to the popularity of 24-hour diners. 

This suggests that each dining segment effectively "owns" a different part of the day, from the morning coffee ritual and the quick lunch break to the leisurely evening meal and late-night cravings.

Shorter Visits in Most Segments 

An analysis of average visit duration also reveals a small but lasting shift in post-pandemic dining behavior. Between January and May 2025, the average dwell time for nearly every dining segment was shorter than during the same period in 2019. This efficiency trend is evident across limited-service categories like QSR, fast casual, and coffee shops, suggesting a continued emphasis on speed and convenience. 

The one notable exception to this trend is upscale and fine dining, where the average visit duration has actually increased compared to pre-COVID levels. This may suggest that, while visits to most segments have become more transactional, consumers are treating fine dining more as an extended, deliberate experience, reinforcing its position as a destination-worthy occasion.

INSIDER
Report
Crafting Targeted Promotions in 2025: A Regional Perspective
Dive into the data to see how consumer response to major promotional events – from Black Friday and the back-to-school shopping rush to brand-crafted LTOs – varies by market.
June 19, 2025

Key Takeaways

1. The Midwest is the only region where Black Friday retail visits outpace Super Saturday.

But several major Midwestern markets, including Chicago and Detroit, actually see higher shopper turnout on Super Saturday.

2. Holiday season demographic shifts also vary across regions. 

Nationwide, electronics stores see a slight uptick in median household income (HHI) in December – yet in certain markets, electronics retailers such as Best Buy see a drop in captured market median HHI during this period. 

3. Back-to-school shopping starts earliest for clothing and office supplies retailers in the South Central region, likely tied to earlier school schedules. 

But back-to-school visits surge higher for these retailers in the Northeast later in the season. 

4. The share of college students among back-to-school shoppers varies by region

In August 2024, “Collegians” made up the largest share of Target’s back-to-school shopping crowd in New England, and the smallest in the West. 

5. Mother’s Day drives the biggest restaurant visit spikes in the Middle Atlantic Region, while Father’s Day sees its biggest boosts in the South Atlantic states

Mother’s Day diners also tend to travel farther to celebrate, suggesting an extra effort to treat mom. 

6. Western states proved particularly responsive to McDonald’s recent Minecraft promotion. 

During the week of A Minecraft Movie’s release, the promotion drove significantly higher visit spikes in the West than in the Eastern U.S.

Zooming in on Local Trends

Retailers rely on promotional events to fuel sales – from classics like Black Friday and back-to-school sales to unique limited-time offers (LTOs) and pop-culture collaborations. Yet consumer preferences and behavior can vary significantly by region, making it critical to tailor campaigns to local markets. 

This report dives into the data to reveal how consumers in 2025 are responding to major retail promotions, exploring both broad regional trends and more localized market-level nuances. Where is Black Friday most popular, and which areas see a bigger turnout on Super Saturday? Where are restaurants most packed on Mother’s Day, and where on Father’s Day? Which region kicks off back-to-school shopping – and where are August shoppers most likely to be college students? And also – which part of the country went all out on McDonald’s recent Minecraft LTO? 

Read on to find out. 

The Holiday Season: A Regional Story

Promotions aimed at boosting foot traffic on key holiday season milestones like Black Friday and Super Saturday are central to retailers’  strategies across industries. The day after Thanksgiving and the Saturday before Christmas typically rank among in-store retail’s busiest days, last year generating foot traffic surges of 50.1% and 56.3%, respectively, compared to a 12-month daily average. And 

But a closer look at regional data shows that these promotions land differently across the country. In the Midwest, Black Friday outperformed Super Saturday last year, fueling the nation’s biggest post-Thanksgiving retail visit spike – a testament to the milestone’s strong local appeal. Meanwhile, in the Western U.S. Black Friday trailed well behind Super Saturday, though both milestones drove smaller upticks than in other regions. And in New England and the South Central states, Super Saturday achieved its biggest impact, suggesting that last-minute holiday specials may resonate especially well in that area. 

Plenty of Local Variety

Digging deeper into major Midwestern hubs shows that even within a single region, holiday promotions can produce widely different responses.

In St. Louis, Indianapolis, and Minneapolis, for example, consumers followed the broader Midwestern pattern, flocking to stores on Black Friday exhibiting less enthusiasm for Super Saturday deals. By contrast, Chicago and Detroit saw Super Saturday edge ahead, with Chicago’s Black Friday peak falling below the nationwide average of 50.1%.  examples highlight the power of local preferences to shape holiday campaign results.  

Differing Demographic Shifts Across Regions

Holiday promotions don’t just drive visit spikes; they also spark subtle but significant changes in the demographic profiles of brick-and-mortar shoppers, expanding many retailers’ audiences during peak periods. And these shifts, too, can vary widely across regions. 

Outlet malls, department stores, and beauty & self-care chains, for instance, which typically attract higher-income consumers, tend to see slight declines in the median household incomes (HHI) of their visitor bases in December. This dip may be due to promotions drawing in more mid- and lower-income shoppers during the peak holiday season. Electronics stores and superstores, on the other hand, which generally serve a less affluent base, see modest upticks in median HHI in the lead-up to Christmas. 

But once again, drilling further down into regional chain-level data reveals more nuanced regional patterns. Take Best Buy, a leading holiday season electronics destination. In some of the chain’s biggest, more affluent markets – including New York, Los Angeles, and Chicago – the big-box retailer sees small dips in median HHI during December. But in Atlanta and Houston – also relatively affluent, but slightly less so – December saw a minor HHI uptick, hinting at a stronger holiday rush from higher-income shoppers in those cities. 

Back-to-School Bonanzas

Back-to-school promotions also play a pivotal role in the retail calendar, with superstores, apparel chains, office supply stores and others all vying for shopper attention. And though summer markdowns drive increased foot traffic nationwide, both the timing of these shifts and the composition of the back-to-school shopping crowd differ among regions. 

A Southern Head Start

Analyzing weekly fluctuations in regional foot traffic to clothing and office supplies stores shows, for example, that back-to-school shopping picks up earliest in the South Central region, likely due to earlier school start dates. 

But the biggest visit peaks occur in the Northeast – with clothing retailer foot traffic surging in New England in late August, and office supplies stores seeing an even bigger surge in the Middle Atlantic region in early September. Retailers and advertisers can plan their back-to-school deals around these differences, targeting promotions to local trends. 

A New England Collegian Affair

Though K-12 families drive much of the back-to-school rush, college student shoppers also play a substantial role. And here, too, their participation varies by region. 

For instance, the “Collegians” segment accounted for 2.2% of Target’s shopper base nationwide over the past year – rising to 3.0% in August 2024. But regionally, the share of “Collegians” soared as high as 4.0% in New England versus just 2.2% in the West. So while retailers in New England may choose to lean into the college vibe, those in Western states may place greater emphasis on families with children.

Mother’s Day and Father’s Day: Differing Dining Peaks 

When it comes to dining, Mother’s Day and Father’s Day are the busiest days of the year for the full-service restaurant (FSR) category, as families treat their parents to a hassle-free meal out. And eateries nationwide capitalize on this trend by offering a variety of deals and promotions that add a little extra charm (and value) to the experience. 

Atlantic Specials

Nationwide, Mother’s Day drives more FSR foot traffic than Father’s Day – except in parts of the Pacific Northwest, where Father’s Day traditions run especially deep. Still, the size of these holiday boosts varies substantially by region.  

This year, for instance, Mother’s Day (May 11, 2025) drove the largest FSR surge in the Middle Atlantic, with the South Atlantic and Midwest not far behind. Father’s Day, by contrast, saw its biggest lift in the South Atlantic. Mother’s Day proved least resonant in the West, whereas Father’s Day had its smallest impact in New England.

Going the Extra Mile for Mom

Dining behavior also differs between the two occasions. Mother’s Day celebrants display a slight preference for morning FSR visits and a bigger one for afternoon visits, while Father’s Day crowds favor evenings – perhaps reflecting a preference for sports bars and later dinners with dad. Another interesting nuance: On Mother’s Day, a larger share of FSR visits originate from between 3 and 50 miles away compared to Father’s Day, suggesting that families go the extra mile – sometimes literally – to celebrate mom. 

Self-Styled Celebrations: Driving Traffic with DIY Milestones

While established dates like Black Friday or Mother’s Day naturally spur promotions, brands can also craft their own moments with limited-time offers (LTOs). And much like holiday campaigns, these retailer-led events can produce varied outcomes across different regions.   

Fast food restaurants, for example, have leaned heavily on limited-time offers (LTOs) and pop-culture tie-ins to fuel buzz in what remains a challenging overall market. And McDonald’s recent Minecraft promotion, launched on April 1, 2025 to coincide with the April 3 release of A Minecraft Move, shows just how impactful the practice can be. 

Nationally, the Minecraft promotion (featuring offerings for both kids and adults) drove a 6.9% lift in visits during the movie’s opening week. But the impact of the promotion was far from uniform across the U.S. Many of McDonald’s Western markets – including Utah, Idaho, Nevada, California, Texas, Arizona, Colorado, and Oregon – recorded visit lifts above 10.0%. Meanwhile, Kentucky saw a 2.1% dip, and several other Eastern states registered modest gains below 3.0%. The McDonald’s example illustrates the power of regional tastes to shape the success of even the most creative pop-culture collabs.

Adopting a Regional Lens

Whether it’s properly timing holiday and back-to-school discounts, recognizing where Mother’s Day or Father’s Day will resonate more, or pinpointing markets that respond best to pop-culture tie-ins, the data reveals that effective promotions depend heavily on local nuances. And by analyzing regional and DMA-level trends, retailers and advertisers can craft compelling, relevant campaigns that heighten engagement where it matters most. 

Loading results...
We couldn't find anything matching your search.
Browse one of our topic pages to help find what you're looking for.
For more in-depth analyses on a variety of subjects, explore Reports.
The Anchor Logo
INSIDER
Stay Anchored: Subscribe to Insider & Unlock more Foot Traffic Insights
Gain insider insights with our in-depth analytics crafted by industry experts
— giving you the knowledge and edge to stay ahead.
Subscribe