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Articles
Article
Placer.ai February 2026 Mall Index: Are Outlet Malls Making A Comeback?
Outlet malls show renewed momentum in February 2026, leading peak-hour growth as experiential offerings help drive stronger evening traffic.
Shira Petrack
Mar 9, 2026
2 minutes
Article
Are Discretionary Pullbacks Hurting Treasure-Hunt Discounters?
Despite cautious consumer spending, Five Below and Ollie’s are sustaining same-store traffic growth and rising repeat visits – signaling resilient demand for discretionary value retail in 2026.
Lila Margalit
Mar 6, 2026
2 minutes
Article
Are Dollar General and Dollar Tree Headed for a Showdown?
Dollar General and Dollar Tree are both expanding with positive same-store growth. Explore foot traffic trends, shopper behavior, and how Dollar Tree’s 3.0 strategy may impact competition in 2026.
Lila Margalit
Mar 5, 2026
3 minutes
Article
Ulta and Bath & Body Works’ New Formula – Building on a Foundation of Younger Consumers
Ulta and Bath & Body Works leverage strategy resets and younger audience engagement to sustain traffic growth in a shifting beauty retail landscape.
Ezra Carmel
Mar 4, 2026
3 minutes
Guest Contributor
How Downtown Sacramento Is Rebuilding Demand Through Social Collisions
Sacramento is driving downtown recovery through programming, placemaking, and policy—boosting visitation, dwell time, and regional engagement.
Scott Ford
Mar 3, 2026
2 minutes
Article
Kroger Traffic Rises as Trips Grow Shorter in Q4 2025
Kroger saw traffic growth across its banners heading into 2026, mirroring broader grocery trends toward more frequent, mission-driven trips with implications for basket size and margins.
Shira Petrack
Mar 2, 2026
1 minute
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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