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Articles
Article
Q1 2026 Discretionary Recap: Resilient Consumers Remain, While Recalibration Continues
Q1 2026 retail remained resilient despite disruptions, with strength in beauty and home improvement and continued consumer shift toward value.
Elizabeth Lafontaine
Apr 21, 2026
8 minutes
Article
Placer.ai Macroeconomic Indicators Analysis, March 2026
Retail foot traffic held steady in March 2026 as calendar shifts masked gains, while e-commerce surged and manufacturing activity remained resilient despite contracting employment.
R.J. Hottovy
Apr 20, 2026
2 minutes
Article
The Placer.ai Dining Index: March 2026 Recap
Fast casual leads dining growth in Q1 2026 as value, quality, and convenience drive visits, while QSR stabilizes and full-service faces pressure from shifting consumer behavior.
Ezra Carmel
Apr 17, 2026
4 minutes
Article
Placer.ai March 2026 Office Index: The RTO Marches On
Office visits hit their strongest March since COVID, with rising RTO mandates and improving traffic across key markets signaling continued recovery momentum in 2026.
Lila Margalit
Apr 16, 2026
2 minutes
Article
Shoptalk Spring 2026: Retail’s Renaissance Continues
Shoptalk 2026 highlights the rise of AI-driven commerce, shifting consumer behavior, and the evolving role of stores as retailers adapt to a new era of agility and demand sensing.
R.J. Hottovy
Apr 15, 2026
5 minutes
Article
Easter Boosts Retail Traffic Amid Steady Consumer Demand
Easter drove a notable lift in retail traffic, highlighting resilient consumer demand and strong regional variation led by the Southeast.
Shira Petrack
Apr 14, 2026
2 minutes
Reports
INSIDER
Report
Emerging Trends for CRE in 2025
This Placer Snapshot examines the evolution of key industries impacting commercial real estate. We explore the shifting dynamics of office visits, the recovery of shopping centers, and population growth patterns across the United States in 2025.
August 28, 2025
INSIDER
Report
A New Era for Retail Giants: Who’s Winning in 2025?
Find out how the Dollar General, Dollar Tree, and Costco's hyper growth have changed the retail landscape and see how Walmart and Target can stay competitive in today's value-driven market.
August 21, 2025
INSIDER
Report
LA vs SF: Divergent Office Recovery Paths
See the data on Los Angeles and San Francisco's divergent office recovery paths and understand why Century City is emerging as LA's standout submarket for CRE professionals.
Placer Research
August 4, 2025
6 minutes
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