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Articles
Article
Two Bets for a Long Housing WinterHome Depot and Lowe’s Q3 2026: Home Depot visits held flat YoY, while Lowe’s narrowed its visit gap each month as both target core shoppers.
Ephraim Fruchter
Nov 12, 2026
2 minutes
Article
Walmart Keeps Its Spark as Target Hits the MarkWalmart and Target Q3 2026: Repeat visitors held steady at Walmart and hit a three-year high at Target as Target visits rose 7.2% YoY.
Ephraim Fruchter
Nov 11, 2026
2 minutes
.avif)
Article
October 2026 Placer.ai Office Index – Recovery Holds Despite Shorter MonthOffice visits were 33.0% below 2019 in October 2026, steady YoY despite one fewer workday. Boston led YoY gains; Denver and D.C. fell most.
Lila Margalit
Nov 10, 2026
2 minutes
Article
Placer.ai October 2026 Mall Index: Resilience Into the HolidaysOctober 2026 mall traffic rose YoY across all formats, led by open-air centers at 5.8%, ahead of indoor malls (4.1%) and outlets (3.6%).
Lila Margalit
Nov 9, 2026
2 minutes
Article
What’s Ahead for Black Friday 2026?Black Friday 2026: Department stores, electronics and apparel still get ~4% of Q4 visits on the day, while books and beauty gain ground.
Lila Margalit
Nov 4, 2026
3 minutes
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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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