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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
Article
Ulta and Bath & Body Works’ New Formula – Building on a Foundation of Younger Consumers
Ulta 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 Collisions
Sacramento is driving downtown recovery through programming, placemaking, and policy—boosting visitation, dwell time, and regional engagement.
Scott Ford
Mar 3, 2026
2 minutes
Article
Kroger Traffic Rises as Trips Grow Shorter in Q4 2025
Kroger 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 Lululemon
Foot 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
INSIDER
Report
LA vs SF: Divergent Office Recovery Paths
See the data on Los Angeles and San Francisco's divergent office recovery paths and understand why Century City is emerging as LA's standout submarket for CRE professionals.
Placer Research
August 4, 2025
6 minutes
INSIDER
Report
6 Trends Still Defining Post- Pandemic Consumer Behavior
Dive into the data five years post-COVID to uncover six fundamental shifts in consumer behavior since the pandemic.
Placer Research
July 17, 2025
10 minutes
INSIDER
Report
‍Out-Of-Home Dining in 2025: Performance & Consumer Trends  
Dive into the data to find out how the dining category is performing in 2025, which segments are coming out on top, and how dining consumer behavior has shifted in recent years.
June 26, 2025
10 minutes
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