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Articles
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Article
Sips Of Success: Coffee in Q3 2025Coffee visits rose 1.4% YoY in Q3 2025 as Starbucks (SBUX) and Dunkin’ saw slight declines, Dutch Bros (BROS) kept growing, and smaller brands drove the surge.
Bracha Arnold
Oct 24, 2025
4 minutes
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Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income DinersTexas Roadhouse and Chili’s continue to outperform in full-service dining by balancing value, efficiency, and higher-income consumer appeal.
Ezra Carmel
Oct 23, 2025
5 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events show retailers balancing online and in-store strategies to attract cost-conscious shoppers ahead of the holiday season.
Ezra Carmel
Oct 22, 2025
4 minutes
Article
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Explore how affluent and value-conscious consumers are shaping retail trends heading into Holiday 2025. See what location analytics reveal about spending behavior, promotions, and the “two-tier economy.”
R.J. Hottovy & Elizabeth Lafontaine
Oct 21, 2025
4 minutes
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Article
McDonald’s and Chipotle Face Headwinds in Q3 2025McDonald’s and Chipotle navigated dining headwinds in Q3 2025, as growth pressures mounted across the sector.
Bracha Arnold
Oct 20, 2025
3 minutes
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Article
Manufacturing Foot Traffic Signals Continued CautionManufacturing foot traffic remained below 2024 levels in September 2025, with auto slowdowns worsened by the Novelis fire.
Shira Petrack & Lila Margalit
Oct 17, 2025
1.5 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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