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Articles
Article
Are Discretionary Pullbacks Hurting Treasure-Hunt Discounters?Despite cautious consumer spending, Five Below and Ollie’s are sustaining same-store traffic growth and rising repeat visits – signaling resilient demand for discretionary value retail in 2026.
Lila Margalit
Mar 6, 2026
2 minutes
Article
Are Dollar General and Dollar Tree Headed for a Showdown?Dollar General and Dollar Tree are both expanding with positive same-store growth. Explore foot traffic trends, shopper behavior, and how Dollar Tree’s 3.0 strategy may impact competition in 2026.
Lila Margalit
Mar 5, 2026
3 minutes
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Article
Ulta and Bath & Body Works’ New Formula – Building on a Foundation of Younger ConsumersUlta and Bath & Body Works leverage strategy resets and younger audience engagement to sustain traffic growth in a shifting beauty retail landscape.
Ezra Carmel
Mar 4, 2026
3 minutes
Guest Contributor
How Downtown Sacramento Is Rebuilding Demand Through Social CollisionsSacramento is driving downtown recovery through programming, placemaking, and policy—boosting visitation, dwell time, and regional engagement.
Scott Ford
Mar 3, 2026
2 minutes
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Article
Kroger Traffic Rises as Trips Grow Shorter in Q4 2025Kroger saw traffic growth across its banners heading into 2026, mirroring broader grocery trends toward more frequent, mission-driven trips with implications for basket size and margins.
Shira Petrack
Mar 2, 2026
1 minute
Article
Momentum Builds in Athletic Apparel & Sporting Goods: DICK’s, Academy Sports + Outdoors, and LululemonFoot traffic and earnings trends at DICK’s, Academy Sports + Outdoors, and lululemon reveal how expansion, digital, and experiential retail are shaping 2026 momentum.
Ezra Carmel
Feb 27, 2026
2 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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