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Articles

Article
Traffic Softens, but Growth Levers Remain for DICK’s, Gap, and lululemonDICK’s, Gap, and lululemon saw softer Q1 2026 traffic trends, but new product launches, category expansion, and store growth could help support recovery later this year.
Ezra Carmel
May 22, 2026
2 minutes

Article
The Department Store Divide: What's Working in 2026Placer.ai visit data reveals a bifurcated department store landscape in Q1 2026 – Von Maur surges, Nordstrom and Bloomingdale's hold steady, and calendar effects explain March's softness.
Lila Margalit
May 21, 2026
3 minutes

Article
Off-Price Picks Up Even More Steam in Q1 2026 – Led by Ross Placer.ai visit data shows off-price retail outpacing department stores in Q1 2026, with Ross leading on same-store growth, Burlington expanding its footprint, and Marmaxx holding structural strength amid shifting consumer demand.
Lila Margalit
May 20, 2026
3 minutes

Article
Grocery in Q1 2026: Is Traditional Grocery Making a Comeback?U.S. grocery visits rose 1.7% YoY in Q1 2026, but growth is uneven. See how store expansion, regional trends, and the rise of short trips are reshaping grocery – and why traditional grocers may be regaining ground.
Lila Margalit
May 19, 2026
3 minutes

Article
Soaring Gas Prices Fuel Traffic and Shift Behavior at Wholesale Club PumpsRising gas prices are driving traffic to Costco, Sam’s Club, and BJ’s Wholesale gas stations – and reshaping how members fuel up with more frequent visits.
Ezra Carmel
May 18, 2026
4 minutes
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Article
Placer.ai Macroeconomic Indicators Recap, April 2026: Resilient Retail Demand Retail visits rose for a 7th month as e-commerce surged and industrial traffic dipped, signaling resilient demand despite weak sentiment and high gas prices.
Shira Petrack
May 15, 2026
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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