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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
Reports
INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and RetailersDive into the data to uncover the retail categories, audiences, and timing strategies poised to deliver high-impact campaigns this holiday season.
October 30, 2025
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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
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INSIDER
Report
3 Trends Shaping the Grocery Sector Right NowDiscover 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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