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Articles
Article
Semi-Annual Sale Drives Visit Surge For Bath & Body Works 
Bath & Body Works' semi-annual sale drove traffic surges in July 2025 following a decline in same-store visits in Q2 2025.
Bracha Arnold
Aug 27, 2025
1 minute
Article
Ulta's Post-Target Future Looks Strong
Executive briefing on Ulta's Q2 2025 performance: Visits, comp sales, and the strategic rationale behind its partnership with Target ending.
Bracha Arnold
Aug 26, 2025
3 minutes
Article
Where Can Dollar General & Dollar Tree Still Expand? 
Dollar Tree's strategic refocus drives traffic surges while Dollar General growth slows somewhat in Q2 2025. Geographic analysis reveals untapped expansion opportunities for both retail giants.
Shira Petrack
Aug 26, 2025
3 minutes
Article
Five Below & Ollie's Traffic Signals Growth for Value Retail
Discover how Ollie’s (OLLI) & Five Below (FIVE) are capitalizing on consumers' current value orientation to expand the discount discretionary retail segment. 
Shira Petrack
Aug 22, 2025
3 minutes
Article
Gap Inc. Q2 2025: Old Navy Leads Foot Traffic Gains as Middle-Income Shoppers Return
Gap Inc. posts Q2 2025 visit growth with Old Navy up 4.8% YoY, Gap improving, and middle-income shoppers returning despite tariff pressures.
Lila Margalit
Aug 22, 2025
3 minutes
Article
Best Buy H1 2025 Traffic Data Suggests a Recovery Is Underway
Best Buy (BBY) foot traffic is stabilizing in 2025, fueled by BOPIS growth and product launches. Visit trends point to a stronger holiday season ahead.
Lila Margalit
Aug 21, 2025
2 minutes
Reports
INSIDER
Report
3 Trends Shaping the Grocery Sector Right Now
Discover 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 2025
This 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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