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Articles
Article
Grocery Outlet Bargain Market & WinCo Still Thriving Amidst Inflation FatigueAmid persistent inflation, Grocery Outlet and WinCo see traffic grow 10.2% and 5.1% YoY as shoppers continue shifting toward value grocery chains.
Shira Petrack
Nov 5, 2025
2 minutes
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Article
Does CAVA Still Have Growth Potential?Can CAVA's aggressive growth strategy continue to deliver traffic and revenue increase in 2026?
Bracha Arnold
Nov 4, 2025
3 minutes
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Article
Catching Up With 2021’s Dining IPOsHow First Watch, Portillo’s, and Sweetgreen are performing in 2025 amid a shifting dining landscape.
Bracha Arnold
Nov 3, 2025
4 minutes
Article
Wendy’s Bets on Fewer, Bigger Deals in Q3 2025Wendy’s same-store traffic fell 6.3% in Q3 2025 amid industry headwinds. A shift to fewer, bigger promotions like the $1 breakfast biscuit deal shows early promise.
Bracha Arnold & Lila Margalit
Oct 28, 2025
2 minutes
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Article
Yum! & RBI: QSR in Q3 2025Yum! Brands leads QSR in Q3 2025 as Taco Bell, KFC, and Pizza Hut drive gains while RBI faces mixed results.
Bracha Arnold
Oct 28, 2025
3 minutes
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Article
Shake Shack & Wingstop: Navigating Q3 WatersShake Shack and Wingstop face new Q3 dynamics: growth through expansion, selective consumers, and strong promos.
Bracha Arnold
Oct 27, 2025
4 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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