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Articles
Article
Traffic Softens, but Growth Levers Remain for DICK’s, Gap, and lululemon
DICK’s, Gap, and lululemon saw softer Q1 2026 traffic trends, but new product launches, category expansion, and store growth could help support recovery later this year.
Ezra Carmel
May 22, 2026
2 minutes
Article
The Department Store Divide: What's Working in 2026
Placer.ai visit data reveals a bifurcated department store landscape in Q1 2026 – Von Maur surges, Nordstrom and Bloomingdale's hold steady, and calendar effects explain March's softness.
Lila Margalit
May 21, 2026
3 minutes
Article
Off-Price Picks Up Even More Steam in Q1 2026 – Led by Ross
Placer.ai visit data shows off-price retail outpacing department stores in Q1 2026, with Ross leading on same-store growth, Burlington expanding its footprint, and Marmaxx holding structural strength amid shifting consumer demand.
Lila Margalit
May 20, 2026
3 minutes
Article
Grocery in Q1 2026: Is Traditional Grocery Making a Comeback?
U.S. grocery visits rose 1.7% YoY in Q1 2026, but growth is uneven. See how store expansion, regional trends, and the rise of short trips are reshaping grocery – and why traditional grocers may be regaining ground.
Lila Margalit
May 19, 2026
3 minutes
Article
Soaring Gas Prices Fuel Traffic and Shift Behavior at Wholesale Club Pumps
Rising gas prices are driving traffic to Costco, Sam’s Club, and BJ’s Wholesale gas stations – and reshaping how members fuel up with more frequent visits.
Ezra Carmel
May 18, 2026
4 minutes
Article
Placer.ai Macroeconomic Indicators Recap, April 2026: Resilient Retail Demand 
Retail visits rose for a 7th month as e-commerce surged and industrial traffic dipped, signaling resilient demand despite weak sentiment and high gas prices.
Shira Petrack
May 15, 2026
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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