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Articles
Article
Is lululemon Poised for a Holiday Rebound?Lululemon sees rising visits and a major Black Friday surge, signaling strong holiday momentum despite retail headwinds.
Bracha Arnold
Dec 9, 2025
2 minutes
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black FridayEarly November momentum and a 3.1% surge on Black Friday offset a softer weekend, driving overall visits up YoY across the three mall formats.
Shira Petrack
Dec 8, 2025
4 minutes
Article
Four Black Friday Signals for the 2025 Holiday Season Black Friday 2025 foot traffic data reveals three trends that will shape holiday performance – from regional value sensitivity to category-level shifts and the growing role of convenient, low-ticket indulgences.
Shira Petrack
Dec 5, 2025
4 minutes
Article
Will Upscale Dining Lead the Holiday Season Again?Explore how last year’s holiday dining trends – led by fine dining and key seasonal boosts – may shape which restaurant categories win the 2025 season.
Bracha Arnold & Lila Margalit
Dec 4, 2025
4 minutes
Article
Did Fewer Franchise Films Limit Thanksgiving’s Movie Theater Lift?Thanksgiving boosted theater traffic in 2025, but not to 2024’s record heights. Franchise releases continue to drive multi-week visitation spikes across the industry.
Shira Petrack
Dec 3, 2025
3 minutes
Article
Darden Heads Into Holiday Season With Strong Visit TrendsDarden enters the holidays with strong visit growth driven by Olive Garden, LongHorn, and key upscale concepts.
Bracha Arnold
Dec 2, 2025
3 minutes
Reports
INSIDER
Report
Emerging Trends for CRE in 2025This 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 PathsSee 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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