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Articles
Article
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025
Explore how affluent and value-conscious consumers are shaping retail trends heading into Holiday 2025. See what location analytics reveal about spending behavior, promotions, and the “two-tier economy.”
R.J. Hottovy & Elizabeth Lafontaine
Oct 21, 2025
4 minutes
Article
McDonald’s and Chipotle Face Headwinds in Q3 2025
McDonald’s and Chipotle navigated dining headwinds in Q3 2025, as growth pressures mounted across the sector.
Bracha Arnold
Oct 20, 2025
3 minutes
Article
Manufacturing Foot Traffic Signals Continued Caution
Manufacturing foot traffic remained below 2024 levels in September 2025, with auto slowdowns worsened by the Novelis fire.
Shira Petrack & Lila Margalit
Oct 17, 2025
1.5 minutes
Article
September 2025 Placer.ai Office Index: A Fall Resurgence
Office visits rose in September 2025, just 26% below 2019, signaling renewed return-to-office momentum nationwide.
Lila Margalit
Oct 16, 2025
4 minutes
Article
Placer.ai September 2025 Mall Index: Summer Slowdown Extends Into Fall
Mall visits dipped in September 2025 after a slow summer, with outlet malls lagging as value shoppers shift to discount and online options.
Maytal Cohen
Oct 15, 2025
4 minutes
Article
Summer Surge for Sturgis as Motorcycles Vroom En Masse
The 2025 Sturgis Motorcycle Rally saw record-breaking visits, affluent attendees, and strong gains for local and national brands.
Caroline Wu
Oct 14, 2025
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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