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Articles
Article
Is lululemon Poised for a Holiday Rebound?
Lululemon sees rising visits and a major Black Friday surge, signaling strong holiday momentum despite retail headwinds.
Bracha Arnold
Dec 9, 2025
2 minutes
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black Friday
Early November momentum and a 3.1% surge on Black Friday offset a softer weekend, driving overall visits up YoY across the three mall formats. 
Shira Petrack
Dec 8, 2025
4 minutes
Article
Four Black Friday Signals for the 2025 Holiday Season 
Black Friday 2025 foot traffic data reveals three trends that will shape holiday performance – from regional value sensitivity to category-level shifts and the growing role of convenient, low-ticket indulgences.
Shira Petrack
Dec 5, 2025
4 minutes
Article
Will Upscale Dining Lead the Holiday Season Again?
Explore how last year’s holiday dining trends – led by fine dining and key seasonal boosts – may shape which restaurant categories win the 2025 season.
Bracha Arnold & Lila Margalit
Dec 4, 2025
4 minutes
Article
Did Fewer Franchise Films Limit Thanksgiving’s Movie Theater Lift?
Thanksgiving boosted theater traffic in 2025, but not to 2024’s record heights. Franchise releases continue to drive multi-week visitation spikes across the industry.
Shira Petrack
Dec 3, 2025
3 minutes
Article
Darden Heads Into Holiday Season With Strong Visit Trends
Darden enters the holidays with strong visit growth driven by Olive Garden, LongHorn, and key upscale concepts.
Bracha Arnold
Dec 2, 2025
3 minutes
Reports
INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and Retailers
Dive into the data to uncover the retail categories, audiences, and timing strategies poised to deliver high-impact campaigns this holiday season. 
October 30, 2025
INSIDER
Report
What is Driving Discretionary Spending in 2025?
See which discretionary retail categories are gaining momentum by delivering value, accessible upgrades, and immersive experiences.
October 2, 2025
INSIDER
Report
3 Trends Shaping the Grocery Sector Right Now
Discover the 2025 grocery sector trends driving growth across value, fresh, traditional, and ethnic formats. Learn how shifting consumer behavior, bifurcated spending, and short-trip missions are reshaping retail competition.
Placer Research
September 22, 2025
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