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Articles
Article
Target's Turnaround Plan Begins to Bear FruitTarget is showing signs of a comeback, with rising store traffic and strong Circle Days performance indicating improving shopper engagement and building momentum.
Shira Petrack
Apr 1, 2026
2 minutes
Article
IKEA’s Bet on Tulsa, OK Reveals an Overlooked Growth MarketIKEA’s move into Tulsa highlights the metro’s rising appeal, driven by inbound migration, higher-income newcomers, and strong retail traffic growth.
Lila Margalit
Mar 31, 2026
4 minutes
Article
Chick-fil-A’s Traffic Momentum Holds as Expansion ContinuesChick-fil-A is growing traffic and outperforming QSR peers, driven by efficient expansion, strong unit volumes, and a higher-income customer base.
Lila Margalit
Mar 30, 2026
3 minutes
Article
Loss of Aspirational Luxury Consumers Disproportionately Impacting Mono-Brand StoresLuxury department stores are outperforming mono-brand boutiques, likely due to structural advantages and mono-brand stores’ greater reliance on aspirational shoppers.
Shira Petrack
Mar 27, 2026
3 minutes
Article
Thrift’s Next Chapter: From Trade-Down Trend to Retail MainstayThrift retail is evolving into a mainstream apparel channel, driven by value, discovery, and younger shoppers. Plus, a look at Goodwill's young, digitally savvy shoppers.
Ezra Carmel
Mar 26, 2026
4 minutes
Article
The Geography of Brick-and-Mortar Retail Foot Traffic in the United StatesSun Belt states over-index on foot traffic, while coastal markets under-index – offering key insights for retail and CRE expansion strategies.
Shira Petrack
Mar 25, 2026
3 minutes
Reports
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INSIDER
Report
3 Trends Shaping the Grocery Sector Right NowDiscover the 2025 grocery sector trends driving growth across value, fresh, traditional, and ethnic formats. Learn how shifting consumer behavior, bifurcated spending, and short-trip missions are reshaping retail competition.
Placer Research
September 22, 2025
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
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