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Articles
Article
Six Q1 Thoughts
Six key Q1 2026 retail trends – from mall momentum and Target’s recovery to Costco growth, AI’s impact, and evolving grocery and office patterns.
Ethan Chernofsky
Apr 13, 2026
5 minutes
Article
How Club Pilates is Turning Scale into a Sustainable Super-Brand
Club Pilates evolves from rapid expansion to optimizing studios, boosting engagement, pricing, and profitability across its growing network.
Shira Petrack
Apr 10, 2026
3 minutes
Article
Placer.ai March 2026 Mall Index: Edge Growth, Midday Risk
Mall visits rose in Q1 2026, but March exposed midday weakness. See how edge growth, daypart trends, and format differences are shaping recovery.
Shira Petrack
Apr 9, 2026
3 min
Article
Lands’ End’s Store Fleet Emerges as a Growth Engine in a New Strategic Era
Lands’ End (LE) is leveraging its store fleet as a growth driver, with strong visits per location and a high-value customer base supporting its next strategic phase.
Ezra Carmel
Apr 8, 2026
3 minutes
Article
Lane Bryant’s Reset Finds Its Footing as GLP-1 Use Reshapes Apparel Demand
Lane Bryant is stabilizing its store fleet and core customer base, but shifting demand driven by GLP-1 adoption is creating new opportunities – and challenges – for future growth.
Lila Margalit
Apr 7, 2026
4 minutes
Article
Target's Baby Push, Babylist Showroom Highlight Demand for Offline Baby Retail
Target’s Baby Boutique can capture white space left by buybuy Baby, while Babylist’s showroom highlights strong demand for hands-on, in-store baby shopping.
Elizabeth Lafontaine
Apr 6, 2026
4 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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