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Articles
Article
Wendy’s Bets on Fewer, Bigger Deals in Q3 2025
Wendy’s same-store traffic fell 6.3% in Q3 2025 amid industry headwinds. A shift to fewer, bigger promotions like the $1 breakfast biscuit deal shows early promise.
Bracha Arnold & Lila Margalit
Oct 28, 2025
2 minutes
Article
Yum! & RBI: QSR in Q3 2025
Yum! Brands leads QSR in Q3 2025 as Taco Bell, KFC, and Pizza Hut drive gains while RBI faces mixed results.
Bracha Arnold
Oct 28, 2025
3 minutes
Article
Shake Shack & Wingstop: Navigating Q3 Waters
Shake Shack and Wingstop face new Q3 dynamics: growth through expansion, selective consumers, and strong promos.
Bracha Arnold
Oct 27, 2025
4 minutes
Article
Sips Of Success: Coffee in Q3 2025
Coffee visits rose 1.4% YoY in Q3 2025 as Starbucks (SBUX) and Dunkin’ saw slight declines, Dutch Bros (BROS) kept growing, and smaller brands drove the surge.
Bracha Arnold
Oct 24, 2025
4 minutes
Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income Diners
Texas Roadhouse and Chili’s continue to outperform in full-service dining by balancing value, efficiency, and higher-income consumer appeal.
Ezra Carmel
Oct 23, 2025
5 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and Online
Early-October sales events show retailers balancing online and in-store strategies to attract cost-conscious shoppers ahead of the holiday season.
Ezra Carmel
Oct 22, 2025
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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