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Articles
Article
Bracing for Impact: July's Manufacturing Surge Reveals Tariff Anxiety
A pre-tariff production rush fueled a sharp rise in U.S. manufacturing in July 2025. This analysis explores how companies raced to beat new tariffs.
R.J. Hottovy
Aug 4, 2025
2 minutes
Article
How EAT, TXRH & BLMN Are Navigating the Q2 2025 Dining Market
Q2 2025 foot traffic data shows Brinker International surging on value, Texas Roadhouse holding steady, and Bloomin' Brands falling behind. 
Bracha Arnold & Lila Margalit
Aug 4, 2025
4 minutes
Article
Life Time & Planet Fitness Q2 2025 Visit Recap
Life Time's slight dip vs. Planet Fitness's 10.1% surge in Q2 2025 reveals a bifurcated fitness market.
Bracha Arnold
Aug 1, 2025
3 minutes
Article
Growth vs. Optimization: A Q2 2025 Analysis of First Watch, Denny's, & Dine Brands
Discover how First Watch, Denny's, & Dine Brands are finding success through two different models of growth & loyalty.
Shira Petrack
Jul 30, 2025
2 minutes
Article
Scaling Fast-Casual: CAVA's Depth vs. Sweetgreen's Breadth in Q2 2025
CAVA and Sweetgreen saw major visit growth in Q2 2025, but their expansion philosophies differ. See the data comparing CAVA's market depth to Sweetgreen's national breadth.
Shira Petrack
Jul 30, 2025
2 minutes
Article
The QSR Playbook for H2 2025: Lessons in Value and Innovation from Yum!, RBI, & Wendy's
See what the foot traffic data reveals about Yum! Brands, RBI, and Wendy’s Q2 2025 performance.
Lila Margalit
Jul 29, 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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