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Christmas Dining Trends: Three Courses of Holiday Fare
Christmas is a time for gathering at home, but it’s also an occasion when many Americans celebrate by treating themselves to a nice meal out with family and friends. So with the holiday season drawing to close, we dove into the data to see which dining segments benefited from the holiday cheer. 
Lila Margalit
Jan 2, 2025
4 minutes

Christmas is a time for gathering at home, but it’s also an occasion when many Americans celebrate by treating themselves to a nice meal out with family and friends. So with the holiday season drawing to close, we dove into the data to see which dining segments benefited from the holiday cheer. 

Full-Service Feasting

The holiday season is all about home-cooked meals, and most restaurants close on Christmas Day – so it may come as no surprise that visits to dining establishments dropped significantly on December 25th, 2024. Fast-casual and quick-service restaurants (QSRs) saw the steepest traffic declines of 92.7% and 83.2%, respectively, compared to a year-to-date (YTD) daily average. Meanwhile, full-service restaurants (FSRs), aided primarily by all-day breakfast chains (see below), saw visits dip by a relatively modest 58.0%.

On Christmas Eve, too, restaurant foot traffic slowed, with visits to fast-casual restaurants and QSRs dipping to 35.5% and 25.1%, respectively, below average levels. Once again, FSR led the pack with a smaller 11.0% visit decline. And on December 26th – the day after the holiday – full-service restaurants saw a 7.0% visit uptick, while QSRs and fast-casual saw visits hover just under daily averages.

Christmas Eve: A Premium Experience

But digging deeper into the data reveals a more nuanced picture of the Christmas dining scene. Throughout the holiday, some FSR segments and chains enjoy outsized visit spikes – cementing their roles as key holiday destinations for families seeking to ditch the kitchen chaos and enjoy a hassle-free, celebratory meal. 

On Christmas Eve (December 24th, 2024), for example, visits to upscale and fine dining chains surged by a remarkable 54.4% compared to a YTD daily average – fueled by visit spikes at premium chains such as Ruth’s Chris Steak House (129.8%) and Fleming’s Prime Steakhouse & Wine Bar (125.9%). Breakfast spots also enjoyed a significant 18.4% Christmas Eve visit bump, likely bolstered by seasonal offerings like Denny’s Holiday Turkey Bundle. Meanwhile, traffic at eatertainment chains and other casual dining restaurants slowed considerably – though some casual dining brands like experiential The Melting Pot and Benihana also bustled with activity.

Deck the Halls With Breakfast Favorites

On Christmas Day, it was breakfast chains that once again led the day – staying open to serve up hearty meals to those looking for an affordable holiday outing. Visits to leading breakfast spots, including segment leaders like Waffle House, IHOP, and Denny’s soared by 53.6% compared to a YTD daily average, with Waffle House in particular stealing the show with a 109.6% visit boost. 

Still, Christmas Day diners also flocked to other full-service chains that kept their doors open. Fogo de Chão, which attracted celebrants with an indulgent seasonal menu, saw visits soar by 111.4%. And after increasing by 63.2% on Christmas Eve (see above), visits to Benihana surged by 103.9% on December 25th, reaffirming the restaurant’s place in holiday dining lore (“A Benihana Christmas”, it seems, isn’t just for fans of The Office). 

Winding Down With Eatertainment

On December 26th, all the analyzed FSR segments enjoyed visit bumps, as many Americans took the day off to extend the holiday cheer. But it was eatertainment chains that saw the most pronounced traffic boost (26.2%), buoyed by families and friends looking to unwind with good food and games – many armed with holiday gift cards.

But plenty of other FSRs also thrived on Boxing Day with impressive mid-week traffic increases, including perennial favorites like P.F. Chang’s (+35.2%), The Cheesecake Factory (+28.1%), and Buffalo Wild Wings (+26.1%).

A Very Merry Showing

Food remains at the heart of the holiday experience – with elevated dining, affordable comfort food, and eatertainment all adding to the festive spirit. And in 2024, restaurants delivered very merry results. How will the industry continue to perform in the new year?

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

Article
Cookie Chains: Baking It Up A Notch
Specialty cookie chains - Crumbl, Insomnia, and more - have been ascendant over the past few years. We took a look at foot traffic for these chains, as well as some newcomers on the scene, to understand the growth opportunities and see what lies ahead for the cookie space in 2025.
Bracha Arnold
Dec 30, 2024
4 minutes

Not Crumbling Under Any Pressure

Insomnia Cookies, one of the first companies to innovate in the cookie retail space, is known for its late opening hours and classic cookie flavors. The company started in 2003 by selling fresh-baked cookies to college students and now operates over 300 locations globally. Meanwhile, Crumbl Cookies – known for its celebrity collaborations and intensely loyal social media fanbase – came onto the scene in 2017 and has since grown to over 1,000 franchised locations.  

Both chains are expanding, and diving into the foot traffic data reveals that overall visits as well as average visits per location are still growing for both chains – indicating that the cookie craze is still going strong. 

Graph showing visits per location growth for Crumbl cookies and Insomnia cookies in 2024 compared to 2023

Craving Cookie Dough

Analyzing visit growth at smaller cookie chains also highlights the strong demand for creative cookie concepts. Crave Cookies (established in 2022), Dirty Dough (2018), Chip Cookies (2016), and Chip City Cookies (2017) are all enjoying strong foot traffic growth relative to 2023, thanks in part to ongoing expansions. Like Crumbl and Insomnia, Crave Cookies, Dirty Dough, Chip Cookies, and Chip City Cookies are all growing their fleet – and the steady stream of store openings has driven consistent YoY visit growth. 

The increasing visits to both the larger chains and the smaller cookie brands suggests that the demand for cookies has yet to peak and is likely to continue in 2025. And with these chains still looking to grow, how can location analytics uncover the best opportunities for growth? 

Graph showing increase in monthly visits for smaller cookie chains in 2024 compared to 2023

Cookies Resonate With Higher-Income Families 

A closer look at the demographic makeup of visitors to the analyzed cookie chains suggests that some of these chains’ consistently strong performance may be due to the relative affluence of their consumer base: The STI: PopStats dataset reveals that all of the chains' captured markets – with the exception of Insomnia Cookies – have higher shares of wealthy consumer segments than their potential one. (A chain’s potential market is obtained by weighting each Census Block Group (CBG) in its trade area according to population size, thus reflecting the overall makeup of the chain’s trade area. A business’ captured market, on the other hand, is obtained by weighting each CBG according to its share of visits to the chain in question – and thus represents the profile of its actual visitor base).

Among the analyzed chains, Chip City Cookies attracted visitors from the highest-income areas, with a captured market median HHI of $117.3K – $16.0K higher than its potential market median HHI of $101.3K. Crumbl, Crave, Dirty Dough, Chip, and Chip City also drew visitors from higher-income areas relative to their potential market median HHI.

In contrast, Insomnia Cookies was the only chain with a lower median HHI in its captured market relative to its potential market, likely reflecting its positioning as a late-night snack option for college students.

graph showing trade area demographics for leading cookie chains

Suburban Families Favor Cookie Chains

The relatively high-income of cookie consumers may be partially due to the chains’ popularity with suburban segments: According to the Spatial.ai: PersonaLive dataset, almost all the analyzed chains saw a higher share of “Upper Suburban Diverse Families” and “Wealthy Suburban Families” in their captured markets compared to their potential market. Meanwhile, the shares of “Young Urban Singles” and “Young Professionals” were lower across nearly all the analyzed chains’ captured market relative to their potential markets.  

And once again, Insomnia Cookies stood out – the company’s captured market included an outsized share of “Young Professionals” and “Young Urban Singles,” perhaps due to the company's positioning as a late-night college campus favorite.

Taken together, this data suggests that, unless a chain is focused on acquiring a specific audience segment – like Insomnia did when targeting younger, less affluent consumers such as college students – most cookie chains are most likely to thrive in affluent suburban markets. 

graph showing trade area psychographics for major cookie chains

To The Last Crumb

The enjoyment provided by a sweet treat is universal – but will these cookie chains retain their edge as the dessert shop market grows increasingly crowded?

Visit Placer.ai to keep up-to-date with the latest data-driven dining insights. 

Article
Super Saturday 2024 Recap
Super Saturday, one of the busiest shopping days of the year, sees stores bustling with last-minute shoppers searching for gifts and holiday essentials. But how did this year's event measure up – and what trends and surprises emerged? We analyzed the data to find out. 
Lila Margalit
Dec 26, 2024
4 minutes

Super Saturday, one of the busiest shopping days of the year, sees stores bustling with last-minute shoppers searching for gifts and holiday essentials. But how did this year's event measure up – and what trends and surprises emerged? We analyzed the data to find out. 

A Super-Charged Milestone

On December 21st, 2024 retail foot traffic across the U.S. surged by 58.0% compared to the year-to-date daily average – reaffirming Super Saturday’s status as the ultimate day for eleventh-hour gift shopping. And in another sign that holiday season shopping has evolved into a multi-day affair, the pre-Christmas milestone once again outpaced Black Friday, with the shopping momentum extending throughout the weekend. 

Despite this year’s strong performance, 2024’s Super Saturday spike didn’t quite match last year’s extraordinary showing (+74.4% above the 2023 daily average) – a predictable shortfall, given 2023’s unique confluence of circumstances, when Super Saturday coincided with “Christmas Eve Eve” (December 23rd). But with Sunday’s strong consumer turnout this year, and Monday, December 23rd offering even more opportunities for consumers to hit the stores, 2024’s pre-Christmas traffic could well surpass last year’s final tally.

Super Saturday Retail Visits Were Up 58.0% Compared to a YTD Daily Average, Outperforming Black Friday

Coast to Coast

Though Super Saturday outperformed Black Friday nationwide, the resonance of the milestone varied by region. In most of the Midwest – a traditional Black Friday hot spot – as well as Pennsylvania, Delaware, West Virginia, Kentucky, Alabama, and Tennessee, Black Friday drew bigger visit spikes than the Saturday before Christmas. But in the majority of states, including major Pacific and Mountain region markets, Super Saturday visits outpaced the post-Thanksgiving frenzy.

Map showing Super Saturday Retail Visits Outpaced Black Friday's Across Most of the U.S.– But Not in the Midwest

The Department Store Surprise

Diving into specific retail categories shows that Super Saturday’s impact also differed across segments. 

Department stores emerged in 2024 as clear Super Saturday winners, with December 21st visits to the category soaring a remarkable 128.7% compared to an average Saturday this year – up from 119.4% in 2023 and 101.1% in 2022. Recreational & sporting goods, beauty & self care, hobbies, gifts & crafts, clothing, and shopping centers also delivered impressive Super Saturday performances, with relative visit boosts approaching, or in some cases even exceeding those seen last year. 

Superstores, discount & dollar stores, and grocery stores, for their parts – all food-oriented segments that typically see significant visit boosts on the day before Christmas Eve – were especially impacted by last year’s Super Saturday/December 23rd “double whammy”. So unsurprisingly, their Super Saturday visit boosts were noticeably smaller this year. Electronics stores also saw a more moderate Super Saturday boost in 2024, perhaps due to this year’s more extended window for online shopping between Super Saturday and Christmas.

Still, all the analyzed categories saw bigger relative Super Saturday visit peaks than in 2022, when the milestone fell a full week before Christmas (December 17th), leaving shoppers plenty of time to place orders online or hit the stores during the following week.

Visits to Major Retail Categories on Super Saturday '22, '23, and '24 Compared to Previous Saturday Average showed department stores experiencing the largest rise

Brands See YoY Visit Growth 

Indeed, despite competing with last year’s “double whammy”, several department store brands saw significant year-over-year (YoY) Super Saturday visit growth – including Nordstrom (8.8%), Bloomingdales (4.7%), and JCPenney (1.3%). And the fun wasn’t limited to the department store sector: Other important gift-buying destinations, such as Ollie’s Bargain Outlet (7.3%), T.J. Maxx (4.6%), and Five Below (4.2%), also saw substantial YoY foot traffic increases – underscoring retail’s resilience in what remains a challenging environment. 

Visits on Super Saturday 2024 (Dec. 21) Compared to Super Saturday 2023 (Dec. 23) for Leading chains

More Than Just an Encore

While Black Friday remains the traditional kickoff for the holiday shopping frenzy, Super Saturday has carved out a prestigious role of its own. With strong national foot traffic, standout regional performances, and category-specific surprises, it’s clear that Super Saturday is more than just an encore – it’s a headliner in its own right. How will retail foot traffic continue to unfold during the tail end of 2024?

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

Article
C-Store Visits Well-Positioned For a Strong 2025 
Find out how the c-store category is positioned ahead of 2025 and see which chains are growing throughout the country.
Bracha Arnold
Dec 24, 2024
2 minutes

As prime destinations for everything from ready-made meals to affordable treats, today’s c-stores are a far cry from the pit stops of yesteryear. But how has the segment performed in recent months – and what lies ahead for it in 2025? We dove into the data to find out. 

Segment Strength Through the Years

The c-store segment has undergone a transformation in recent years as many category leaders significantly elevated their food, beverage, and experiential offerings, leaning into growing demand for affordable, convenient groceries and takeaway. Today, convenience stores can often be exciting destinations in their own rights – and eager customers are paying attention.

Analyzing visitation trends to c-stores highlights just how successful this reinvention has been for the category. Monthly c-store visits have surged past the segment’s pre-pandemic baseline, with November 2024 c-store traffic 15.5% higher than in November 2018.

Monthly visits to c-stores compared to a November 2018 baseline shows a growth plateau in 2024

Still, the data also indicates that growth has plateaued – year-over-year (YoY) traffic for the c-store segment has remained relatively flat in 2024, with November 2024 visits down 3.3% YoY. But diving into the individual chains’ visitation patterns reveals that many chains, including Buc-ee’s, Circle K, Kwik Trip, Maverik, and are outperforming the wider segment and continuing to see impressive YoY growth – in large part thanks to aggressive expansions. 

Monthly YoY growth for specific c store chains shows many still seeing postive growth

Nationwide Demand for C-Store Experiences

Looking at the most visited c-store chain in each CBSAs out of the chains analyzed in the graph above reveals that most CBSAs are home to a growing c-store chain. Maverik gets the most visits in the Southwest, while Kwik Trip’s is more popular in the Midwest. Buc-ees has a stronghold on the Dallas-Fort Worth metro area, while Circle K receives traffic all over the country.  This suggests that demand for c-store offerings are growing nationwide – despite the plateauing of category-wide visits – and that c-store brands that can offer consumers innovative products and experiences are well-positioned to continue thriving in 2025 and beyond. 

Map of US CBSAs showing most visited c-store per CBSA

Looking Ahead

C-stores have demonstrated incredible resilience and adaptability, cementing their roles as key destinations for price-conscious shoppers eager to stretch their dollars – without compromising on quality. With regional markets still brimming with opportunities, which chains will lead the way in redefining convenience for 2025?

For more data-driven consumer insights, visit placer.ai

Article
Detroit’s Domestic Migration Resurgence 
Detroit is making a comeback – and location intelligence data can help explain some of the city’s growth. 
Bracha Arnold & Noam Maman
Dec 23, 2024
2 minutes

A decade after declaring bankruptcy, Detroit is coming back to life. The city is experiencing a resurgence that is bringing new energy to its streets – and an increase in the population of the wider CBSA. 

We took a look at some of the data points highlighting the return of the Motor City to better understand what is driving the city’s growth. 

Detroit's Comeback Gains Momentum

Detroit is making a comeback – undergoing a transformation from a depressed city to a viable and exciting place to live and work. Between July 2022 and July 2023, the city’s population grew for the first time in 66 years, likely thanks to economic revitalization efforts, a thriving tech scene, and a newfound “cool factor” driving inbound migration. And looking at more recent numbers for the wider CBSA indicates that the trend is continuing – net migration to the Detroit-Warren-Dearborne CBSA was either neutral or positive every month between January and August 2024. 

This sustained net migration suggests that this growth is not a one-off – Detroit is increasingly becoming a place recognized for the opportunities it offers, economic and otherwise.

graph showing an increase in the monthly net migrated percent of population to the Detroit CBSA

New Residents Coming From Nearby

Diving into the CBSAs feeding Detroit’s domestic migration boom reveals that many of the Motor City’s newest residents are coming from other areas in Michigan. Between May 2023 and May 2024, the top five feeder CBSAs for migration to Detroit were located in the Wolverine State, accounting for over a third (35.4%) of new Detroit residents. The influx of Michiganders into Detroit may mean that Detroit’s new residents come with an already strong regional identity and are invested in continuing to revitalize Detroit. 

The data also reveals that many of Detroit’s new residents came from areas with higher median household incomes (HHI) than the city’s: Around 33.8% of incoming residents came from areas where the median HHI was $100K and up, compared to just 31.6% of Detroit residents in that HHI bracket. The influx of higher-income residents to the area highlights just how well Detroit has reinvented itself, becoming an increasingly desirable destination for wealthier individuals – a positive feedback loop that could continue driving its economic growth. 

Graph describing origins and demographics of inbound domestic migration to Detroit

The Continuous Comeback City

Detroit has been known by many names over the years – Motown, Detroit Rock City, The Paris of the West – and today, it’s earning a new title: the Comeback City. With a positive economic outlook, steady population growth, and a thriving cultural scene, the future looks bright for Detroit.

Stay up to date with the latest data-driven civic insights at Placer.ai.

Article
Chicken Chains Charge Ahead in 2025 
Fried chicken chains like Dave's Hot Chicken and Raising Cane's are some of the most exciting dining segments around. We dove into the visit numbers to see how the segment is faring and highlighted some of the chains making the biggest splash. 
Bracha Arnold
Dec 18, 2024
3 minutes

Chicken restaurants have seen a huge surge in popularity over the past few years, from the epic Chicken Wars of 2021 to the impressive stateside success of international chains. And analyzing recent data indicates that fried chicken concepts are likely to continue as a top growth segment in 2025 as well. 

We dove into the visit numbers to see how the segment is faring and highlighted some of the chains making the biggest splash. 

Fried, Battered, and Crispy

In a dining segment that’s faced its fair share of challenges of late, chicken restaurant chains are standing out. Visits to QSR and fast-casual chicken chains consistently outperformed the wider fast-casual and QSR segments in terms of YoY visits, with the chicken category seeing a 4.3% YoY traffic boost in Q3 2024. 

As diners continue to prioritize convenient and affordable meals in the face of continued economic uncertainty, chicken-centric restaurants – which offer both value and speed – seem well-positioned to continue thriving. 

Q3 and monthly 2024 YoY chicken chain visits compared to quick service and fast casual chains

A Clucking Success

Diving into the visitation data for some of the category’s chicken leaders reveals that many of the bigger names in the game are not only growing their storefleet – they’re also continuing to drive more visits to each location. 

Dave’s Hot Chicken, Raising Cane’s Chicken Fingers, and Church’s Texas Chicken each attract millions of visits to their brick-and-mortar location every month – and traffic is steadily growing thanks to the three chains' expanding footprint. And location analytics reveal that these brands are also seeing strong growth in monthly visits per location – highlighting the impressive demand for fried chicken and showcasing these companies’ ability to grow their consumer base through fleet expansions.  

July - November monthly visits per location compared to 2023 for Dave's Hot Chicken, Raising Cane's and Church's Texas chains all see positive growth

Size Isn’t Everything: Smaller Chains Seeing Fried Chicken Success

Another indication of the fried chicken market’s continued growth potential comes from the success of smaller brands flourishing alongside the category leaders. Chains like Pollo Campero, Urban Bird Hot Chicken, Layne’s Chicken Fingers, and Super Chix may not be competing with industry leaders yet – but their impressive YoY visit growth highlights consumers’ current appetite for fried chicken franchises. 

The four analyzed chains enjoyed strong monthly visits in 2024 relative to 2023, with November 2024 visits elevated between 13.1% and 29.1% YoY.

Whether these smaller chains are fueling their growth by offering an innovative twist on the traditional fried bird or benefiting from homegrown loyalty, the bottom line remains clear. Despite operating in a market that's getting more crowded by the day, there's ample opportunity for new players to throw their feathered caps in the ring.

Smaller fried chicken chains are seeing even larger growth

The Top Of The Pecking Order

The fried chicken segment remains a high-demand category, evidenced by the segment’s strong visit performance over the past year. With fried chicken chains continuing to expand across the country, will they maintain their visit dominance? Or will the cluck stop somewhere?

Visit Placer.ai to stay up-to-date with the latest data-driven dining insights. 

Reports
INSIDER
Report
Domestic Migration in 2025: The Great Slowdown
Dive into the data to explore domestic migration patterns over the past four years – and uncover states and metro areas emerging as relocation hotspots in 2025.
April 25, 2025
6 minutes

Key Takeaways

1. Idaho and South Carolina have emerged as significant domestic migration magnets over the past four years. Between January 2021 and 2025, both states gained over 3.0% of their populations through domestic migration. Other Mountain and Sun Belt states – including Nevada, Montana, and Florida – also drew significant inflow, while California, New York, and Illinois experienced the greatest outmigration. 

2. Interstate migration cooled noticeably in 2024. During the 12-month period ending January 2025, California, New York and Illinois saw their outflows slow dramatically, while domestic migration hotspots like Georgia, Texas, and Florida saw inflows flatten to zero.  A similar cooling trend emerged on a CBSA level.

3. Still, some states continued to see notable relocation activity over the past year. In 2024, Idaho, South Carolina, and North Dakota drew the most relocators relative to their populations. And among the nation’s ten largest states, North Carolina led with an inflow of 0.4%. 

4. Phoenix remained a rare bright spot among the nation’s ten largest metro areas. The CBSA was the only major analyzed hub to maintain positive net domestic migration through 2024.

Americans on the Move

Over the past several years, the United States has experienced significant domestic migration shifts, driven by factors like remote work, housing affordability, and regional economic opportunities. As some areas reap the benefits of population inflows, others grapple with outflows tied to higher living costs and evolving workplace dynamics. 

This report dives into the location analytics to explore where Americans have moved since 2021 – and how these patterns began to change in 2024.

Sunny Skies and High Peaks: The Mountain & Sun Belt Advantage

Since 2021, Americans have flocked toward warmer climates, expansive natural scenery, and more affordable housing options – particularly in the Mountain and Sun Belt states. 

Between January 2021 and January 2025, South Carolina led the nation in positive net domestic migration – drawing an influx of newcomers equivalent to 3.6% of its January 2025 population. (This metric is referred to as a state’s “net migrated percent of population.”) Next in line was Idaho with a 3.4% net migrated percent of population, followed by Nevada, (2.8%), Montana (2.8%), Florida (2.1%), South Dakota (2.1%), Wyoming (2.0%), North Carolina (2.0%), and Tennessee (1.9%). Texas saw positive net migration of just 0.9% during the same period. However, the Lone Star State’s large overall population means a substantial number of newcomers in absolute terms.

Meanwhile, California (-2.2%), New York (-2.1%), and Illinois (-1.9%) experienced the greatest outflows relative to their populations. This exodus was driven largely by soaring housing costs and the rise of remote work, which lowered barriers to moving out of high-priced areas.

Hitting the Brakes in 2024

Between January 2024 and January 2025, many of the same broad patterns persisted, but at a more moderate clip – suggesting a stabilization of domestic migration nationwide. This leveling off could reflect factors such as rising mortgage interest rates, which dampened home buying and selling, as well as the increased push for employees to return to the office. 

Still, South Carolina (+0.6%) and Idaho (+0.6%) remained among the top inflow states. The two hotspots were joined – and slightly surpassed – by North Dakota (+0.8%), where even modest waves of newcomers make a big impact due to the state’s lower population base. A wealth of affordable housing and a strong job market have positioned North Dakota as a particularly attractive destination for U.S. relocators in recent years. And Microsoft and Amazon’s establishment of major presences around Fargo has strengthened the region’s economy.

Meanwhile, California (-0.3%), New York (-0.2%), and Illinois (-0.1%) continued to post negative net migration, but at a markedly slower rate than in prior years. And notably, several states that had been struggling with outflow, such as Michigan, Minnesota, Virginia, Ohio, and Oregon, began showing minor positive inflow during the same 12-month window. As home affordability erodes in pandemic-era hot spots like the Mountain states and Sun Belt, these areas may emerge as new destinations for Americans seeking lower costs of living.

The Big Ten: Stabilization in America’s Largest States

Zooming in on the ten most populous U.S. states offers an even clearer picture of how domestic migration patterns have stabilized over the past year. The graph below shows a side-by-side comparison of domestic migration patterns during the 36-month period ending January 2024 and the 12-month period ending January 2025. 

California, New York, and Illinois saw population outflows slow dramatically during the 12 months ending January 2025 – while domestic migration magnets such as Georgia, Texas, and Florida saw inflow flatten to zero. Meanwhile, Ohio, Michigan, and Pennsylvania flipped from slightly negative to slightly positive net migration – incremental upticks that could signal a possible turnaround. 

The only “Big Ten” pandemic-era migration magnet to maintain strong inflow in 2024 was North Carolina – which saw a 0.4% influx in 2024 as a result of interstate moves.

Where are Californians & New Yorkers Going?

A closer look at the top four states receiving outmigration from California and New York (October 2020 to October 2024) reveals that residents leaving both states tended to settle in nearby areas or in Florida. 

Among those leaving New York, 37.4% ended up in neighboring states – 21.1% moved to New Jersey, 9.2% to Pennsylvania, and 7.1% to Connecticut. But an astonishing 28.8% decamped all the way to the Sunshine State, trading the Northeast’s colder climate for Florida sunshine. 

Similarly, 20.1% of California leavers chose to stay nearby, moving to Nevada (11.5%) or Arizona (8.6%). Another 19.1% moved to Texas, and 8.0% moved to Florida, making it the fourth-largest destination for Californians.

Phoenix Bucks the Trend

Zooming in on CBSA-level data – focusing on the nation’s ten largest metropolitan areas, all with over five million people – reveals a similar picture of slowing domestic migration over the last year. 

Los Angeles, New York, Chicago, and Washington, D.C. – four cities that experienced notable population outflows between January 2021 and January 2024 – saw those outflows flatten considerably. For these metros, this leveling-off may serve as a promising sign that the waves of departures seen in recent years may have begun to subside. Conversely, Houston and Dallas, which both welcomed positive net migration between January 2021 and January 2024, registered zero-net domestic migration in 2024. Atlanta, for its part, remained flat in both of the analyzed periods. 

In Miami, however, outmigration persisted at a substantial rate. Despite Florida’s overall status as a domestic migration magnet, Miami lost 2.6% of its population to domestic net migration between January 2020 and January 2024 – and another 1.0% between January 2024 and January 2025. As one of Florida’s most expensive housing markets, Miami may be losing some residents to other parts of the state or elsewhere in the region. Meanwhile, Philadelphia, which lost 0.3% of its population to net domestic migration between January 2021 and January 2024, continued losing residents at a slightly faster pace in 2024 – another 0.3% just last year. 

Of the ten biggest CBSAs nationwide, only Phoenix continued to see a net domestic migration gain through 2024 (+0.2%). This highlights the CBSA’s continued draw as a (relative) relocation hotspot even in 2024’s cooling market.

Digging Deeper Into the Phoenix Draw

Who are the domestic relocators heading to Phoenix?

From October 2020 to October 2024, the top five metro areas sending residents to the Phoenix CBSA each registered median household incomes (HHIs) of $73K to $98K – surpassing Phoenix’s own median of $72K. This suggests that many of those moving in are arriving from wealthier, often more expensive metro areas – for whom even Phoenix’s high-priced market may offer more affordable living.

Looking Ahead

Overall, domestic migration patterns appear to have cooled in 2024, reflecting economic and societal trends that have slowed the rush from pricey coastal hubs to more affordable regions. Yet states like South Carolina, Idaho, and North Dakota – as well as metro areas like Phoenix – continue to attract new arrivals, paving the way for evolving regional demographics in the years to come.

INSIDER
Report
3 Consumer Trends to Watch in 2025
Dive into the data to explore key trends shaping consumer behavior in 2025 and discover strategies helping top brands drive foot traffic to brick-and-mortar stores.
March 27, 2025
6 minutes

In today’s retail landscape, consumer behavior is influenced by a multitude of factors, directly impacting the success of products and brands. This report explores the latest trends in value perception, shopping behavior, and media consumption that impact which brands consumers are most likely to engage with – and how. 

Demand for Value and the Perfect Piece

In the apparel space, consumers continue to prioritize value and unique merchandise. 

Thrift and Off-Price Shopping Appeals to Diverse Audience Segments

Analysis of visits to various apparel categories reveals a steady increase in the share of visits going to off-price retailers and thrift stores at the expense of traditional apparel chains. 

And the popularity of off-price chains and thrift stores appears to be widespread across multiple audience segments. Analyzing trade area data with the Experian: Mosaic psychographic dataset reveals a clear preference for second-hand retailers among both younger (ages 25-30) and older (51+) consumer segments. Meanwhile, middle-class parents aged 36-45 with teenagers – the “Family Union” segment – are significantly more likely to shop at off-price apparel stores, highlighting their emphasis on buying new, while saving both time and money.

This suggests that the powerful blend of treasure-hunting and deep value, central to both the off-price and thrift experiences, is driving traffic from a variety of audiences, and that other industries could benefit from combining affordability with the allure of unique products.

Consumers Shop a Mix of High-End and Budget Retailers, Balancing Cost and Quality

Diving deeper into the location intelligence for the apparel space further highlights thrift and off-price’s broad appeal – and that a combination of quality and price motivates consumers to visit different retailers. 

Between 2019 and 2024, the share of Bloomingdale’s, Saks Fifth Avenue, Neiman Marcus, and Nordstrom visitors that also visited a Goodwill or Ross Dress for Less increased significantly. 

And while this could mean that the current economic climate is causing some higher-income consumers to trade down to lower-priced retailers, it could also be that consumers are prioritizing sustainability and seeking value in terms of  “bang for their buck” – shopping a combination of retailers depending on the cost versus quality considerations for each purchase.

Flexible Consumerism on the Rise

Consumers increasingly expect to shop on their own terms, opting for a more flexible shopping experience that blurs the lines between traditional retail channels and categories. 

Superstores as Quick-Visit Destinations

Superstores and warehouse stores, for example, often evoke the image of navigating aisle after aisle of nearly every product imaginable – a time-consuming endeavor given the sheer size of their stores. But the latest location intelligence shows that more consumers are turning to these retailers for super-quick shopping trips. 

Between 2019 and 2024, the share of visits lasting less than ten minutes at Target, Walmart, BJ’s Wholesale Club, Sam’s Club, and to a lesser extent Costco, rose steadily – perhaps due to increased use of flexible BOPIS (buy online, pick-up in-store) and curbside pick-up options. These stores may also be seeing a rise in consumers popping in to grab just a few items as-needed or to cherry-pick particular deals to complement their larger online shopping orders.

This trend highlights the demand for frictionless store experiences that allow visitors to conveniently shop or pick up orders even at large physical retailers. 

Finding Quick Eats Outside of the Quick-Service Category

And the breaking down of traditional retail silos isn’t limited to big-box chains. Diving into the data for quick service restaurants (QSR), fast casual chains, and grocery stores indicates that more consumers are also looking for new ways to grab a convenient bite. 

Since 2019, grocery stores have been claiming an increasingly large share of the midday short visit pie –  i.e. visits between 11:00 AM 3:00 PM lasting less than ten minutes – at the expense of QSR chains. This suggests that consumers seeking quick and affordable lunches are increasingly turning to grocery stores to pick up a few items or take advantage of self-service food bars. Notably, the rise in supermarket lunching hasn’t come at the expense of fast-casual restaurants, which have also upped their quick-service games – and have seen a small increase in their share of the quick lunchtime crowd over the past five years. 

While some of QSR’s relative decline in short lunchtime visits could be due to discontent with rising fast-food prices, it’s clear that an increasing share of consumers see grocery and fast-casual chains as viable options during the lunch rush.

Tapping into Trends Amplifies Brand Success

In 2025, tapping into hot trends and creating viral moments are among the most powerful tools for amplifying promotions and driving foot traffic to physical stores.  

Pop Culture Collabs Drive Customer Engagement

Retailers across categories have successfully harnessed the power of pop culture collaborations to generate excitement – and visits – by leaning into trending themes. On October 8th, 2024, for example, Wendy’s launched its epic Krabby Patty Collab, inspired by the beloved SpongeBob franchise. And during the week of the offering, the chain experienced a remarkable 21.5% increase in foot traffic compared to an average week that year. 

Similarly, Crumbl – adept at creating buzz through manufactured scarcity – sparked a frenzy with the debut of its exclusive Olivia Rodrigo GUTS cookie. Initially available only at select locations near the artist’s concert venues, the cookie was launched nationwide for a limited time from August 19th to 24th, 2024. This buzz-driven release resulted in a 27.7% traffic surge during the week of the launch, as fans rushed to get a taste of the star-studded treat. 

And it’s not just dining chains benefiting from these pop-culture moments. On February 16th, 2025, Bath & Body Works launched a Disney Princess-inspired fragrance line, perfect for fans of Cinderella, Ariel, Belle, Jasmine, Moana, and Tiana. The collaboration resonated, fueling a 23.2% visit spike for the chain. 

Trend-Setting Promotion Drives Visits to Cinemark

While tapping into existing pop-culture trends has the ability to drive traffic, so does creating a new one. Analysis of movie theater visits on National Popcorn Day (Sunday, January 19th, 2025) shows how initiating a trend can spur social media engagement and impact in-person traffic to physical retail spaces.

National Popcorn Day was a successful promotional holiday across the movie theater industry in 2025. Both Regal Cinemas and AMC Theatres offered popcorn-based promotions on the day, but Cinemark’s “Bring Your Own Bucket” campaign, in particular, appears to have spurred a significant foot traffic boost during the event. 

Visits to Cinemark on National Popcorn Day in 2025 increased 57.5% relative to the Sunday visit average for January and February 2025, as movie-goers showed off their out-of-the-bucket popcorn receptacles on social media. Clearly, by starting a trend that invited creativity and expression, Cinemark was able to amplify the impact of its National Popcorn Day promotion. 

The 2025 Consumer

Location intelligence illuminates some of the key trends shaping consumer behavior in 2025. The data reveals that value-driven shopping, demand for flexibility across touchpoints, and the power of unique retail moments have the power to drive consumer engagement and the success of retail categories, brands, and products.

INSIDER
Report
Hotels in the Heart of the City
Dive into the data to examine hotel visit trends across four major downtown cores: Miami, Chicago, New York, and Los Angeles.
March 10, 2025
6 minutes

Placer.ai observes a panel of mobile devices in order to extrapolate and generate visitation insights for a variety of locations across the U.S. This panel covers only visitors from within the United States and does not represent or take into account international visitors.

Downtown Occupancy On The Rise

Downtown districts in the nation’s major cities attract domestic travelers all year long with their iconic sights, lively entertainment, and diverse dining offerings. But each hub follows its own rhythm, shaped by distinct seasonal peaks and dips in visitor flow. 

This white paper examines downtown hotel visitation patterns in four of the nation’s most popular destinations for domestic tourists: Miami, Chicago, New York, and Los Angeles. Focusing on 20 downtown hotels in each city, the analysis explores seasonal variations in domestic travel, city-specific dynamics, and differentiating factors.

Miami and Chicago Take the Visit Growth Lead

Domestic tourism has rebounded strongly in recent years, and hotels in Miami and Chicago have been the biggest beneficiaries. In 2024, visits to analyzed hotels in each of these cities’ downtown areas grew by 8.9% and 7.4%, respectively, compared to 2023.  Meanwhile, hotels in downtown and midtown Manhattan saw a more modest 2.0% increase, while Los Angeles experienced a slight year-over-year (YoY) decline in downtown hotel visits. 

One factor that may be driving Miami and Chicago’s stronger performance is their higher proportion of long-distance visitors, defined as those visiting from over 250 miles away. Miami remains a top destination for snowbirds and spring breakers, while Chicago serves as a cultural and entertainment hub for the sprawling Midwest. These long-distance leisure travelers may be more likely to splurge on downtown hotel stays during their trips, helping drive hotel visit growth in the two cities. 

By contrast, hotels in the Los Angeles and Manhattan city centers drew lower shares of domestic travelers coming from less than 250 miles away. These shorter-haul domestic tourists may be less likely to splurge on downtown hotels than those taking longer vacations. Both cities are also surrounded by numerous regional getaway options that can draw long-haul leisure travelers away from their downtown cores.

Visits Peak At Different Points

Each of the four analyzed cities has its own unique ebbs and flows – and city center hotel visits reflect these patterns. Miami, with its warm, sunny climate, experiences influxes of tourists during the winter and spring, with March seeing the biggest jump in downtown hotel visits last year (13.0% above the monthly visit average). Chicago, which thrives in the summer with its many festivals and events, saw its biggest downtown hotel visit bump in August. Meanwhile, Manhattan experienced a major uptick in December, likely fueled by holiday tourism and New Year celebrations, and Los Angeles visits were highest in the summertime.

Feeling The Miami Heat

What drives these seasonal visit peaks? Miami has long been a top tourism destination, especially in early spring, when snowbirds and spring breakers flock to the city for sun and relaxation. In recent years, the city has seen a rise in short-term domestic tourism, suggesting that the city is becoming increasingly popular for weekend getaways. According to the Placer.ai Tourism Dashboard, the share of domestic tourists staying just one or two nights grew from 71.7% in March 2022 to 78.3% in March 2024.

This shift aligns with an impressive increase in the magnitude of downtown Miami’s springtime hotel visit peak: In March 2022, visits to downtown hotels were 5.0% above the monthly average for the year, a share that more than doubled by 2024 to 12.9%. 

These numbers may mean that more people are choosing to head to Miami for a quick break from the cold – and staying in downtown hotels to make the most of their short getaway.

A Taste of Chicago in the Summer

Chicago’s major August visit spike was likely driven by the Windy City’s impressive lineup of major summer festivals, from Lollapalooza to the Chicago Air and Water Show, which draw thousands of attendees from across the country. 

Lollapalooza fueled the largest visit spike to the city – between Thursday, August 1st and Sunday, August 4th, visits to downtown Chicago hotels surged between 51.1% and 63.8% above 2024 daily averages for those days of the week. The Air and Water Show and the Chicago Jazz Festival also generated significant hotel visit increases – highlighting the boost these events bring to the city’s tourism and hospitality sector.

Staying in The City That Never Sleeps

The Big Apple draws a diverse mix of visitors throughout the year. But in December – the city’s peak tourist season – visitors pour in from all over the country to skate in Rockefeller Center, browse Fifth Avenue’s festive window displays and experience the city’s unique holiday magic. 

And analyzing data from hotels in midtown and downtown Manhattan reveals a striking shift in the types of visitors who stay in the heart of NYC during the holiday season. While visitors from other urban centers dominated downtown hotel stays throughout most of the year – accounting for 47.9% of visits from January to November 2024 – their share dropped to 42.0% in December 2024. Meanwhile, the share of guests from suburban areas and small towns rose from 37.3% to 41.0%, and the share of guests from rural and semi-rural areas nearly doubled, from 3.5% to 6.1%. 

These patterns suggest that, though Manhattan typically attracts a wide range of visitors, the holiday season is uniquely appealing to tourists from smaller towns and suburban areas. Understanding these trends can provide crucial context for hotels and civic stakeholders alike as they work to maximize the opportunities presented by the city’s December visit surge. 

Tinseltown Tourism

Los Angeles hotels also experience significant demographic shifts during peak season. In July, visits to downtown LA hotels surged by 15.3% relative to the 2024 monthly visit average. And a closer look at audience segmentation data suggests a corresponding surge in the share of "Flourishing Families" – an Experian: Mosaic segment consisting of affluent, middle-aged households with children. Throughout the year, "Flourishing Families" comprised between 7.7% and 8.7% of the census block groups (CBGs) driving visits to downtown LA hotels. But in July, this share jumped to 9.9%.

These families may be taking advantage of summer vacations to enjoy Los Angeles’ cultural attractions and entertainment. Hotels and city stakeholders who understand the appeal the city holds for this demographic can better cater to them through family-friendly promotions and strategic marketing efforts to target these households.

Downtown Cores Continue to Drive Visits

Downtowns are making a comeback – and hotels in the heart of the nation’s major tourist hubs are reaping the benefits. By understanding who frequents these downtown hotels and when, local businesses and civic leaders can optimize their resource management and strategic planning to make the most of these opportunities.

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