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Article
How Do Holiday Shopping Patterns Differ for Off-Price and Traditional Apparel?
Holiday visitation trends differ across apparel segments. Off-price retailers sustain strong, steady traffic from value-seeking shoppers, while traditional brands rely on milestone-driven bursts like Black Friday. Differences in dwell time and shopper mix show how each segment is capturing a unique share of the holiday wallet.
Lila Margalit
Nov 26, 2025
4 minutes

The holiday season is apparel’s time to shine. Steep seasonal markdowns draw budget-conscious consumers eager to save a few bucks on refreshing their wardrobes, while a wide array of gift options entices those hunting for that perfect sweater their sister would never buy for herself. 

But to make the most of this opportunity, retailers need to understand their shoppers. Who is driving holiday visit traffic to clothing stores – and what are they after?

Off-Price’s Slow Burn vs. Traditional Apparel’s Milestone Spikes

If last year is any indication, off-price brands will likely see a steady climb in visits from early November onward, fueled by continuous markdowns and the treasure-hunt appeal of new inventory. Traditional apparel retailers, by contrast, are more likely to see sharper, event-driven spikes – especially around key milestones like Black Friday.

Differing Dwell Times

The two apparel categories also differ in how shoppers spend their time once they’re in-store.

Traditional retailers see visit durations rise on Black Friday, as shoppers looking to restock their closets take time to browse and try on clothes. But during key December milestones like Super Saturday and the days leading up to Christmas, dwell times actually dip below average as shoppers focus on quick gift purchases rather than personal shopping.  

Off-price retailers, on the other hand, sustain longer dwell times throughout most of the season. This suggests that many off-price shoppers are combining gift buying with taking advantage of seasonal prices to purchase clothing for themselves and their families. Only on Christmas Eve do visit durations to off-price retailers fall below average, as shoppers make their final dash for stocking stuffers.

A Broader Mix of Shoppers 

Unsurprisingly, off-price retailers draw less affluent shoppers than traditional apparel chains. But during the holiday shopping season, both segments attract broader audiences than usual. Last December, the captured markets of both types of retailers included higher shares of middle- and lower-income consumers that may not typically splurge on new clothes – though as illustrated by the chart below, the shift was more pronounced for off-price retailers. 

The Bottom Line

While off-price retailers have seen stronger foot traffic trends this year, the holidays remain a critical period for both segments. And by understanding shifts in consumer behavior, retailers across apparel categories can better tailor their strategies to capture demand:

  • For off-price retailers, maintaining a steady cadence of deals and merchandise drops will help keep traffic strong through December – while selectively leaning into milestone events can complement their steady momentum. 
  • For traditional apparel chains, balancing key shopping days with smaller activations or targeted mid-season promotions can help sustain engagement between major events. Their shorter visits make convenience especially important – simplifying gift zones and promoting “grab-and-go” gift displays for time-pressed shoppers. 
  • For both segments, engaging even more effectively with value-conscious shoppers will be key to maximizing performance.

For more data-driven apparel insights check out Placer.ai’s free industry trends tool.

Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.

Article
DICK's Sporting Goods Riding Positive Visit Trend into the Holidays
DICK’S Sporting Goods improved its YoY visit gap from -6.0% in Q1 to -2.6% in Q3 2025, with October visits up 2.2%. The retailer’s 5.0% YoY sales growth and expanding digital reach via Game Changer and House of Sport highlight strong holiday potential despite store closures.
Bracha Arnold
Nov 25, 2025
2 minutes

Visits to DICK’S Sporting Goods remained below 2024 levels through most of 2025, but the year-over-year (YoY) gap has narrowed – improving from -6.0% in Q1 to -2.6% in Q3. This YoY visit gap is partly due to store closures: Over the past year, DICK’s has closed several locations, leading to a drop in its total unit count. And monthly data points to renewed momentum for Q4 – October visits climbed 2.2% YoY, marking the company’s strongest performance of the year and a promising sign for the holiday season.

DICK’s solid positioning ahead of the holidays is also supported by recent sales results. For the quarter ending August 2nd, 2025, comparable sales rose 5.0% YoY, driven primarily by a 4.1% increase in average ticket size and supported by a 0.9% uptick in transactions – with e-commerce once again outpacing overall company performance. 

The retailer is also deepening its digital engagement through its Game Changer youth sports app, which last quarter reached 7.4 million unique active users. At the same time, DICK’S recent acquisition of Foot Locker opens new opportunities to drive in-person shopping growth, while its expanding House of Sport concept strengthens the brand’s experiential footprint. 

As the all-important holiday season approaches, will DICK’S continue to grow its foot traffic? Or will inflation fatigue keep shoppers at home?

Follow Placer.ai's data driven retail analyses to find out what lies ahead for DICK’S. 

Article
Dollar Tree and Dollar General Thrive Amid Inflation Fatigue
Despite weakened consumer sentiment, Dollar Tree and Dollar General continue to post strong visit and sales growth. Both chains are capitalizing on shoppers’ focus on value, with consistent quarterly gains and October momentum signaling sustained strength into the holidays.
Bracha Arnold
Nov 24, 2025
2 minutes

Consumer sentiment has fallen to historic lows as financial strain and inflation fatigue take their toll. Yet some retail categories continue to see steady visit growth, and dollar stores are among the standouts. 

We dove into the visit data for two major players in the space – Dollar Tree and Dollar General – to see how they are faring in 2025. 

Strong Quarterly Trends

Dollar Tree and Dollar General are entering the final quarter of the year on the tails of consistent, meaningful visit growth, with visits to both chains elevated every quarter from Q1 2024 onward. These results are consistent with both chains’ reporting, with Dollar Tree’s Q2 2025 net sales up 12.3% YoY, and comp sales rising 6.5%. Dollar General delivered similarly steady growth, with Q2 2025 net sales up 5.1% while same-store sales grew 2.8%. 

Monthly Visits Show October Uptick

Monthly visits, like quarterly trends, were elevated, with a notable uptick in October. Dollar Tree’s YoY visits climbed from -0.1% in September to 2.8% in October, while Dollar General’s rose from 4.4% to 6.0% over the same period, likely driven by Halloween shopping and early seasonal momentum ahead of the holidays.

Both brands continue to focus on expanding their fleets, signalling that both Dollar Tree and Dollar General are confident that their value propositions will continue to resonate with shoppers. 

Value Drives Visits

Dollar Tree and Dollar General continue to grow, propelled by consumers’ ongoing prioritization of value and affordability. As the holiday season approaches, both retailers seem well-positioned to capture increased traffic and spending from cost-conscious shoppers.

For the most up-to-date retail insights, check out Placer.ai’s free tools.

Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.

Article
October 2025 Placer.ai Office Index: Continued Momentum
The October 2025 Placer.ai Office Index shows continued RTO momentum, with visits just 30.8% below 2019 levels. Miami and New York lead recovery, while San Francisco posts major YoY gains. Yet hybrid habits persist - Friday remains a quiet day, signaling an evolving workweek balance.
Lila Margalit
Nov 24, 2025
3 minutes

The world of work remains in flux as companies and employees keep redefining the new “normal”. On the one hand, hybrid work has become ubiquitous – and remote-driven concepts like “microshifting” are reshaping how we think about maximizing productivity. At the same time, growing awareness of co-location’s role in sustaining the social infrastructure that fuels innovation and success is prompting more companies to call employees back to the office. In 2025 alone, employers from Toyota to JP Morgan Chase, the Washington Post, Paramount/Skydance, and even the federal government joined the wave with five-day-a-week in-office mandates. 

But how are these countervailing currents playing out on the ground? Is office foot traffic reaching a plateau or is the return to office (RTO) still gaining momentum? 

Progress Still Underway

In October 2025, visits to Placer.ai’s Nationwide Office Index were 30.8% below October 2019 levels. While this represents a larger year-over-six-year (Yo6Y) visit gap than in September, it still signals meaningful progress: September 2025 included one extra working day compared to 2019, whereas October had one fewer. And when controlling for the number of business days, October actually saw 1.2% more traffic than September. 

Year over year (YoY), too, nationwide office visits grew 4.7% in October 2025 (see second graph below) – showing that even amid entrenched hybrid norms and ongoing pushback against in-person requirements, office visit numbers continue to trend steadily upwards. 

No Big Regional Surprises

Turning to regional RTO trends, Miami and New York continued to lead the post-pandemic recovery pack. In another sign of San Francisco’s emerging turnaround, the city once again outpaced Chicago for Yo6Y growth and recorded the fastest YoY visit growth of any analyzed city. Southern hubs Dallas and Houston also outperformed the nationwide Yo6Y benchmark of -30.8%, while Houston just slightly lagged at 34.9%.

Quiet Quitting on Fridays (Shhh….)

And in another indication of on-the-ground resistance to five-day mandates, location analytics suggests that employees really are quiet-quitting Fridays – at least when it comes to in-office work. Between January and October 2025, just 12.4% of weekday visits to office buildings took place on Fridays, compared to 24.3% on Tuesdays, 23.7% on Wednesdays, and 21.8% on Thursdays. 

The extent of the phenomenon varies by market – employees were most likely to make the end-of-week trek to the office in Miami and Dallas and least likely to do so in Boston and Chicago – though no analyzed city saw a share of Friday visits above 15.0%. And despite New York City’s strong overall RTO, the Big Apple trailed the national baseline in Friday attendance. 

The Push and Pull of the Post-Pandemic Workplace

October 2025’s Office Index data shows that the RTO story is still far from settled. Hybrid habits remain deeply ingrained, yet steady progress suggests a gradual rebalancing between flexibility and presence – one that will continue to shape the workplace landscape in the months ahead.

For more data-driven office visit insights, follow Placer.ai/anchor.

Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.

Article
Department Stores Ahead of the Holidays 
Following uneven Q3 results, department stores rebounded in October 2025. Bloomingdale’s led gains, and key shopping days like Black Friday promise to deliver another lift as the holiday season approaches.
Bracha Arnold
Nov 20, 2025
4 minutes

Retailers nationwide are entering a holiday season defined by tight budgets. Still, demand persists, and consumers are juggling inflation fatigue with a willingness to splurge selectively. Department stores – historically strong holiday performers – are navigating uneven results, with some brands showing surprising strength, while others face continued headwinds.

2024 Trends Persist

Department store visits in Q3 2025 remained mostly below last year’s level, although performance varied by brand – Bloomingdale’s (5.4%), Nordstrom (2.0%) and Dillard’s (0.3%) posting YoY visit growth while other major department store chains saw visit declines.

An October Turnaround

While Q3 2025 saw broad visit declines, October offered meaningful room for optimism ahead of what is sure to be a closely-watched holiday shopping season. 

Visits improved across the board, with all but three analyzed chains experiencing YoY visit growth. While successful early holiday promotions likely played a role, much of the momentum reflects retailers’ refreshed campaigns and in-store strategies – a sign that their efforts to reenergize foot traffic are paying off.

Bloomingdale’s has leaned into its luxury positioning with high-impact experiential campaigns like its “Just Imagine” activation and new personalization initiatives, while Nordstrom has strengthened its omnichannel experience while tapping into AI-powered capabilities to predict demand. And both brands effectively balance an appeal to affluent customer segments less acutely affected by inflation with the broad reach necessary to support frequent visitation.

Key Shopping Days Still Move the Needle

Despite recent challenges, mid-tier department stores are the ones that shine most during the holidays – and as the holiday season approaches, last year’s trends offer insight into what to expect in 2025. 

In 2024, JCPenney and Belk posted the largest visit spikes during key holiday shopping days. Black Friday gains were especially pronounced, though Super Saturday also delivered substantial lifts. Macy’s visit boosts came in third – likely reflecting its enduring holiday association, from flagship displays and Santa tours to national promotions that keep the brand top-of-mind.

These peaks highlight just how important the holiday season is for mid-tier department stores, while also revealing opportunities for the rest of the year: Targeted promotions, limited-time offers, and event-driven campaigns can still draw major in-store surges, even outside traditional holiday periods. And should typical trends hold, 2025’s fast-approaching holiday season will provide a welcome boost across the board for all brands.

Holiday Success Within Reach for Mid-Tier Department Stores

While October’s momentum offers room for optimism, the broader foot traffic declines seen in Q3 underscore the challenges department stores face amid a bifurcated retail landscape increasingly split between luxury and off-price competitors. Still, holiday season success remains within reach – particularly for brands like Bloomingdale’s and Nordstrom willing to rework existing strategies and adapt to reach ever more discerning shoppers.

For the latest data-driven department store trends, check out Placer.ai’s free tools.

Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.

Article
Red Cup Day 2025 Outperforms Last Year With Bigger Crowds Than Bearista
Starbucks’ 2025 Red Cup Day drew higher visits than both the Bearista launch and previous years. Placer.ai data shows visits jumped 44.5% above average as customers lined up for limited-edition cups and holiday drinks – proving that buzz, exclusivity, and timing continue to drive Starbucks’ seasonal success.
Lila Margalit
Nov 19, 2025
3 minutes

Thanksgiving may be this month’s biggest Thursday milestone – but for coffee lovers, Thursdays in November are also about Starbucks’ Red Cup Day, when eager fans line up to snag a limited-edition reusable cup, free with any handcrafted holiday beverage. 

How did this year’s Red Cup Day stack up? Did the recent Bearista frenzy steal some of the spotlight, or did the two events build on one another to create an even bigger buzz?

The Other Big Thursday in November

On November 13th, 2025, visits to Starbucks surged 44.5% above the year-to-date daily average, reaching an even higher traffic peak than that seen on the day of the Bearista launch. Though November 6th was reportedly Starbucks’ biggest sales day ever in North America, according to CEO Brian Niccol, Red Cup Day drove even higher U.S. visit volumes, as customers turned out in droves to participate in the holiday tradition. 

Niccol also noted that November 13th, 2025 marked the strongest Red Cup Day in company history – a claim supported by the data. Foot traffic during the event surged 8.2% higher than in 2023 and 3.1% higher than in 2024. 

These results suggest that far from cannibalizing Red Cup Day, the Bearista Cup’s release just days earlier amplified the excitement, creating a sustained wave of engagement across Starbucks’ holiday calendar.

The strong response to these discretionary, purchase-based promotions also shows that when done right, exclusivity, excitement, and brand magic can still bring in the crowds – even in an economic climate marked by uncertainty and waning consumer confidence.

Standing Room Only

In addition to visit volumes, in-store behavior also shifts on major launch days. Unsurprisingly, longer lines lead to longer dwell times, as customers who might normally be in and out quickly wait patiently for their turn. On both November 6th and November 13th, the share of Starbucks visitors staying between 10 and 30 minutes increased substantially compared to an average Thursday, while the share staying under ten minutes declined.

Interestingly, though, the share of visitors who lingered even longer (30+ minutes) to work, study, or relax dropped slightly on the big days – likely because the festive crowds deterred those looking for a quieter place to settle in.

What’s Next for Starbucks?

With the holiday season just getting underway, Starbucks still has plenty of tricks up its sleeve – including the return of its beloved Eggnog and Chestnut Praline Lattes, along with a new wave of festive merchandise launching on December 2nd. Will the coffee leader be able to sustain its winning streak through the end of the year? 

Follow Placer.ai/anchor to find out. 

Placer.ai leverages a panel of tens of millions of devices and utilizes machine learning to make estimations for visits to locations across the US. The data is trusted by thousands of industry leaders who leverage Placer.ai for insights into foot traffic, demographic breakdowns, retail sale predictions, migration trends, site selection, and more.

Reports
INSIDER
Report
2026 CRE Outlook
Read the report to find out which markets are gaining ground in office recovery, where retail traffic is strongest, and how population shifts are reshaping demand.
March 19, 2026

Commercial real estate in 2026 is characterized by differentiated performance across markets and asset types. Office recovery trajectories vary meaningfully by metro, retail performance reflects format-specific resilience, and domestic migration patterns continue to influence long-term demand fundamentals.


Return to Office Patterns 

Many higher-income metros continue to trail 2019 benchmarks but drive the strongest Year-over-year gains, signaling a potential inflection in office utilization trends.

Miami Continued Leading RTO in 2025; San Francisco Led the Year-over-Year Office Recovery

Major Insights:

• Sunbelt markets along with New York, NY are closest to pre-pandemic office visit levels, while many coastal gateway and tech-heavy markets trail 2019 benchmarks. 

• Many of the metros still furthest below pre-pandemic levels are now posting the strongest year-over-year gains.

Key Takeaways for CRE Professionals: 

• Leasing velocity may accelerate in coastal markets – particularly in high-quality assets – even if full recovery remains distant. The expansion of AI-driven firms and innovation-focused employers could support incremental demand in these ecosystems, reinforcing a bifurcation between top-tier buildings and the broader office inventory.

Median Household Income in Market Correlates With Office Recovery

Major Insights:

• Higher-income metros such as San Francisco show deeper structural gaps vs 2019, perhaps due to their higher concentration of hybrid-eligible workers – yet those same metros are driving the strongest YoY recovery in 2025.

• Accelerating growth in 2025 suggests that shifting employer policies, workplace enhancements, or broader labor dynamics may be beginning to drive increased in-office activity.

Key Takeaway for CRE Professionals: 

• Office performance in higher-income markets will increasingly depend on workplace quality and policy alignment. Assets that support premium amenities, modern design, and tenants implementing clear in-office expectations are likely to influence sustained office visits and leasing velocity in these metros.


Shopping Center Patterns

Retail traffic is broadly improving across states, though performance varies by region and format.

Shopping Center Visits Increased in 2025

Major Insights:

• Retail traffic growth is broad-based, with the majority of states showing year-over-year gains in shopping center traffic in 2025.

• Still, even as many states are posting gains, pockets of softer performance remain – specifically in parts of the Southeast and Midwest. 

Key Takeaway for CRE Professionals: 

• Broad-based traffic gains indicate consumer demand is more durable than anticipated. In growth states, operators can shift from defensive stabilization to capturing upside – pushing rents, upgrading tenant quality, and accelerating leasing while momentum holds. In softer markets, the focus should remain on protecting traffic through strong anchors and necessity-driven tenancy.

Convenience-Based Performance Pulling Ahead

Major Insights: 

• Convenience-oriented formats are leading traffic growth, with strip/convenience centers materially outperforming all other shopping center types, and neighborhood and community centers also posting gains. This reinforces the strength of proximity-driven, daily-needs retail.

• Destination retail formats, including regional malls and factory outlets, continue to lag, while super-regional malls were essentially flat. Larger-format, discretionary-driven centers are not capturing the same momentum as convenience-based formats.

Key Takeaway for CRE Professionals: 

• The data suggests that consumer behavior continues to favor convenience, frequency, and necessity over destination-based shopping. Operators should lean into service-oriented and daily-needs tenancy in strip and neighborhood formats, while mall operators may need to further reposition assets toward experiential, mixed-use, or non-retail uses to stabilize traffic. 


Migration Patterns 

Domestic migration continues to reshape state-level demand, with gains clustering in select growth corridors.

Northern Planes, Southeast Lead State-Level Migration Growth

Major Insights: 

• Domestic migration drove population gains in parts of the Southeast and Northern Plains, while several Western and Northeastern states show flat or negative migration.

• Some previously strong in-migration states in the South and West, including Texas and Utah, are showing softer movement, while other established migration leaders such as Florida and the Carolinas continue to attract net inbound residents.

Key Takeaway for CRE Professionals: 

• Migration flows are shifting relative to prior years. Operators should temper growth assumptions in states where inflows are slowing and prioritize markets where inbound demand remains strong.

Florida Metros Magnet For Domestic Migration

Major Insights: 

• Florida dominates metro-level migration growth, with eight of the top ten U.S. metros for net domestic migration are in Florida.

• The markets with the strongest domestic migration-driven population gains are not major gateway cities but smaller, often retirement- or lifestyle-oriented metros, suggesting that migration-driven demand is increasingly flowing to secondary markets.

Key Takeaway for CRE Professionals: 

• CRE operators should prioritize expansion, leasing, and site selection in high-growth secondary metros where population inflows can directly translate into retail spending, housing absorption, and service demand.

INSIDER
Report
5 Grocery Growth Drivers in 2026
How Expanded Supply, Trip Frequency, and Shopping Missions Are Reshaping Food Retail and Creating Multiple Paths to Growth
February 19, 2026

Key Takeaways

1. Expanded grocery supply is increasing overall category engagement. New locations and deeper food assortments across formats are bringing shoppers into the category more often, rather than fragmenting demand.

2. Grocery visit growth is being driven by low- and middle-income households. Elevated food costs are leading to more frequent, budget-conscious trips, reinforcing grocery’s role as a non-discretionary category.

3. Short, frequent trips are a major driver of brick-and-mortar traffic growth. Fill-in shopping, deal-seeking, and omnichannel behaviors are pushing visit frequency higher, even as trip duration declines.

4. Scale is accelerating consolidation among large grocery chains. Larger retailers are using their size to invest in value, assortment, private label, and execution, allowing them to capture longer and more engaged shopping trips.

5. Both large and small grocers have viable paths to growth. Large chains are winning by competing for the full grocery list, while smaller banners can grow by specializing, owning specific missions, or offering compelling value that earns them a place in shoppers’ routines.

What is Driving Grocery Growth in 2026?

While much of the retail conversation going into 2026 focused on discretionary spending pressure, digital substitution, and higher-income consumers as the primary drivers of growth, grocery foot traffic tells a different story.

More Trips, More Formats, and a Shift Toward Mission-Driven Shopping

Rather than being diluted by new formats or eroded by e-commerce, brick-and-mortar grocery engagement is expanding. Visits are rising even as grocery supply spreads across wholesale clubs, discount and dollar stores, and mass merchants. At the same time, growth is being powered not by affluent trade areas, but by low- and middle-income households navigating higher food costs through more frequent, targeted trips. Shoppers are showing up more often and increasingly splitting their trips across retailers based on value, availability, and mission – pushing grocers to compete for portions of the grocery list instead of the full weekly basket. 

Scale Captures Demand – But Fragmented Trips Leave Room to Grow

The data also suggests that the largest grocery chains are capturing a disproportionate share of rising grocery demand – but the multi-trip nature of grocery shopping in 2026 means that smaller banners can still drive traffic growth. By strengthening their value proposition, specializing in specific products, or owning specific shopping missions, these smaller chains can complement, rather than compete with, larger one-stop destinations.

The Core Drivers of Grocery Growth in 2026

Ultimately, AI-based location analytics point to a clear set of grocery growth drivers in 2026: expanded supply that increases overall engagement, more frequent and mission-driven trips, and continued traffic concentration among large chains alongside new opportunities for smaller banners.

1. Expanded Grocery Supply Is Fueling Growth While Traditional Grocery Stores Hold Their Lead 

Expanded Grocery Access Is Increasing Overall Category Engagement

One driver of grocery growth in recent years is simply the expansion of grocery supply across multiple retail formats. Wholesale clubs are constantly opening new locations and discount and dollar stores are investing more heavily in their food selection, giving consumers a wider choice of where to shop for groceries. And rather than fragmenting demand, this broader availability appears to have increased overall grocery engagement – benefiting both dedicated grocery stores and grocery-adjacent channels.

Traditional Grocery Stores Maintain a Stable Share of Visits Despite Growing Competition

Grocery stores continue to capture nearly half of all visits across grocery stores, wholesale clubs, discount and dollar stores, and mass merchants. That share has remained remarkably stable thanks to consistent year-over-year traffic growth – so even as grocery supply increases across categories, dedicated grocery stores remain the primary destination for food shopping.

Mass Merchants Face Share Pressure as One-Stop Competition Expands

Meanwhile, mass merchants have seen a decline in relative visit share as expanding grocery assortments at discount and dollar stores and the growing store fleets of wholesale clubs give consumers more alternatives for one-stop shopping. 

2. Low and Medium-Income Households Driving Larger Visit Gains 

Grocery Growth Is Shifting Toward Lower- and Middle-Income Trade Areas

While much of the broader retail conversation heading into 2026 centers on higher-income consumers carrying growth, the trend looks different in the grocery space. Recent visit trends show that grocery growth has increasingly shifted toward lower- and middle-income trade areas, underscoring the distinct dynamics of non-discretionary retail. 

Higher Food Costs Likely Driving More Frequent, Budget-Conscious Trips

For lower- and middle-income shoppers, elevated food costs appear to be translating into more frequent grocery trips as consumers manage budgets through smaller baskets, deal-seeking, and shopping across retailers. In contrast, higher-income households – often cited as a key growth engine for discretionary retail – are contributing less to grocery visit growth, likely reflecting more stable shopping patterns or a greater ability to consolidate trips or shift spend online.

Necessity-Driven Shopping Is Powering Grocery Visit Growth

This means that, in 2026, grocery growth is not being propped up by high-income consumers. Instead, it is being fueled by necessity-driven shopping behavior in lower- and middle-income communities – reinforcing grocery’s role as an essential category and suggesting that similar dynamics may be at play across other non-discretionary retail segments.

3. Rise in Short Grocery Trips Driving Offline Grocery Gains

More Frequent, Shorter Grocery Trips

Another factor driving grocery growth is the rise in short grocery visits in recent years. Between 2022 and 2025, the biggest year-over-year visit gains in the grocery space went to visits under 30 minutes, with sub-15 minute visits seeing particularly big boosts. As of 2025, visits under 15 minutes made up over 40% of grocery visits nationwide – up from 37.9% of visits in 2022. 

Omnichannel Grocery Shopping Fueling Short Trips to Physical Stores 

This shift toward shorter visits – especially those under 15 minutes – is driven in part by the continued expansion of omnichannel grocery shopping, as many consumers complete larger stock-up orders online and rely on in-store trips for order collection or quick, fill-in needs. At the same time, the rise in short visits paired with consistent YoY growth in grocery traffic points to additional, behavior-driven forces at play – consumers' growing willingness to shop around at different grocery stores in search of the best deal or just-right product. 

Grocery Shoppers Are Splitting Trips Across Multiple Retailers

Value-conscious shoppers – particularly consumers from low- and middle-income households, which have driven much of recent grocery growth – seem to be increasingly shopping across multiple retailers to secure the best prices. This behavior often involves making targeted trips to different stores in search of the strongest deals, a pattern that is contributing to the rise in shorter, more frequent grocery visits. At the same time, other grocery shoppers are making quick trips to pick up a single ingredient or specialty item – perhaps reflecting the increasingly sophisticated home cooks and social media-driven ingredient crazes. In both these cases, speed is secondary to getting the best value or the right product.

Different Trip Types, One Outcome: Continued Store Traffic Growth

So while some shorter visits reflect a growing emphasis on efficiency – as shoppers use in-store trips to complement primarily online grocery shopping – others appear driven by a preference for value or product selection over speed. Despite their differences, all of these behaviors have one thing in common – they're all contributing to continued growth in brick-and-mortar grocery visits. Grocers who invest in providing efficient in-store experiences are particularly well-positioned to benefit from these trends. 

4. Consolidation as a Growth Driver 

Large Chains Continue to Pull Ahead in Visit Share

As early as 2022, the top 15 most-visited grocery chains already accounted for roughly half of all grocery visits nationwide. And by outpacing the industry average in terms of visit growth, these chains have continued to capture a growing share of grocery foot traffic.

Scale Enables Broader Assortment, Stronger Value, and Better Execution

This widening gap suggests that scale is increasingly enabling grocers to reinvest in the factors that attract and retain shoppers. Larger chains are better positioned to invest in broader and more differentiated product selection, stronger private-label programs that deliver quality at accessible price points, competitive pricing, and operational excellence across stores and omnichannel touchpoints. These capabilities allow top chains to serve a wide range of shopping missions – from quick, convenience-driven trips to more intentional visits in search of the right product or ingredient.

Consolidation at the top of the grocery category is reinforcing a virtuous cycle: scale enables better value, selection, and experience, which in turn draws more shoppers into stores and supports continued grocery traffic growth.

5. Competition for "Share of List" Growing Grocery Visit Pie 

Both Long and Short Trips Are Driving Grocery Traffic Growth

In 2025, the top 15 most-visited grocery chains accounted for a disproportionate share of visits lasting 15 minutes or more, while smaller grocers captured a larger share of the shortest trips. As shown above, larger grocery chains, which tend to attract longer visits, grew faster than the industry overall – but short visits, which skew more heavily toward smaller chains, accounted for a greater share of total traffic growth. Together, these patterns show that both long, destination trips and short, targeted visits are driving grocery traffic growth and creating viable paths forward for retailers of all sizes.

Large and Small Chains Win by Competing for Different Shopping Missions

Larger chains are more likely to serve as destinations for fuller shopping missions, competing for the entire grocery list – or a significant share of it. But smaller banners can grow too by competing for more short visits. By specializing in a specific product category, owning a clearly defined shopping mission, or delivering a compelling value proposition, smaller grocers can earn a place in shoppers’ routines and become a deliberate stop within a broader grocery journey. 

What These Trends Mean for Grocery Growth in 2026

As grocery moves deeper into 2026, growth is being driven by the cumulative effect of how consumers are navigating food shopping today. Expanded supply has increased overall engagement, higher food costs are driving more frequent and targeted trips, and shoppers are increasingly willing to split their grocery list across retailers based on value, availability, and mission.

Looking ahead, this suggests that grocery growth will remain resilient, but unevenly distributed. Retailers that clearly understand which trips they are best positioned to win – and invest accordingly – will be best placed to capture that growth. Large chains are likely to continue benefiting from scale, consolidation, and their ability to serve full shopping missions, while smaller banners can grow by earning a defined role within shoppers’ broader grocery journeys. In 2026, success in grocery will be less about winning every trip and more about consistently winning the right ones.

INSIDER
Report
Office Attendance Drivers in 2026: The New Rules of Showing Up
Dive into the data to learn how convenience-driven behaviors are impacting the office recovery – and how stakeholders from employers to office owners and local retailers can best adapt.
February 5, 2026

Key Takeaways:

To optimize office utilization and surrounding activity in 2026, stakeholders should: 

1. Plan for continued, but slower, office recovery. Attendance continues to rise and has reached a post-pandemic high, but moderating growth suggests the return-to-office may progress at a more gradual and incremental pace than in prior years.

2. Account for growing seasonality in office staffing, local retail operations, and municipal services. As office visitation becomes increasingly concentrated in late spring and summer, offices, downtown retailers, and cities may need to plan for more predictable peaks and troughs by adjusting hours, staffing levels, and local services accordingly, rather than relying on annual averages.

3. Align leasing strategies with seasonal demand. Stronger attendance in Q2 and Q3 suggests these quarters are best suited for leasing activity, while softer Q1 and Q4 periods may be better used for renovations, repositioning, and targeted activation efforts designed to draw workers in.

4. Design hybrid policies around midweek anchor days. With Tuesdays and Wednesdays consistently driving the highest office attendance, employers can maximize collaboration and space utilization by concentrating meetings, programming, and in-office expectations midweek.

5. Reduce early-week commute friction to support attendance. Monday office attendance appears closely correlated with commute ease, suggesting that reliable and efficient transportation may be an important factor in early-week office recovery.

6. Prioritize proximity in leasing and development decisions. Visits from employees traveling less than five miles to work have increased steadily since 2019, reinforcing the value of centrally located offices and housing near employment hubs.

When Policy Isn’t Enough

2025 was the year of the return-to-office (RTO) mandate. Employers across industries – from Amazon to JPMorgan Chase –  instituted full-time on-site requirements and sought to rein in remote work. But the year also underscored the limits of policy. As employee pushback and enforcement challenges mounted, many organizations turned to quieter tactics such as “hybrid creep” to gradually expand in-office expectations without triggering outright resistance.

For employers seeking to boost attendance, as well as office owners, retailers, and cities looking to maximize today’s visitation patterns, understanding what actually drives employee behavior has become more critical than ever. This reports dives into the data to examine office visitation patterns in 2025 – and explore how structural factors such as weather, commute convenience, and workplace proximity have emerged as key differentiators shaping how and when, and how often workers come into the office. 

Office Attendance Reaches a New High, But Momentum Slows

National office visits rose 5.6% year over year in 2025, bringing attendance to just 31.7% below pre-pandemic levels and marking the highest point since COVID disrupted workplace routines. At the same time, the pace of growth slowed compared to 2024, signaling a possible transition into a steadier phase of recovery.

With new return-to-office mandates expected in 2026, and the balance of power quietly shifting towards employers, additional gains remain likely. But the trajectory suggested by the data points toward gradual progress rather than a return to the more rapid rebounds seen in 2023 or 2024. 

Weather, Workations, and a New Kind of Seasonality 

Before COVID, “I couldn’t come in, it was raining” would have sounded like a flimsy excuse to most bosses. But today, weather, travel, and individual scheduling are widely accepted reasons to stay home, reflecting a broader assumption that face time should flex around convenience.

This shift is visible in the growing seasonality of office visitation, which has intensified even as overall attendance continues to rise. In 2019, office life followed a relatively steady year-round cadence, with only modest quarterly variation after adjusting for the number of working days. In recent years, however, greater seasonality has emerged. Since 2024, Q1 and Q4 have consistently underperformed while Q2 and Q3 have posted meaningfully stronger attendance – a pattern that became even more pronounced in 2025. Winter weather disruptions, extended holiday travel, and the growing normalization of “workations” appear to be pulling some visits out of the colder, holiday-heavy months and concentrating them into late spring and summer.

For employers, office owners, downtown retailers, and city planners, this emerging seasonality matters. Staffing, operating budgets, and programming decisions increasingly need to account for predictable soft quarters and peak periods, making quarterly planning a more useful lens than annual averages. Leasing activity may also convert best in Q2 and Q3, when districts feel most active. Slower quarters, meanwhile, may be better suited for renovations, construction, or employer- and city-led programming designed to give workers a reason to show up.

The Quest for Convenience and the TGIF Workweek

The growing premium placed on convenience is also evident in the persistence of the TGIF workweek – and in the factors shaping its regional variability.

Before COVID, Mondays were typically the busiest day of the week, followed by relatively steady attendance through Thursday and a modest drop-off on Fridays. Today, Tuesdays and Wednesdays have firmly established themselves as the primary anchor days, while Mondays and Fridays see consistently lower activity. And notably, this pattern has remained essentially stable over the past three years – despite minor fluctuations – as workers continue to cluster their in-office time around the days that offer the most perceived value while preserving flexibility at the edges of the week.

Commute Friction Shaping the Start of the Week

At the same time, while the hybrid workweek remains firmly entrenched nationwide, its contours vary significantly across regions – and the data suggests that convenience is once again a key differentiator.

Across major markets, a clear pattern emerges: Cities with higher reliance on public transportation tend to see weaker Monday office attendance, while markets where more workers drive alone show stronger early-week presence. While industry mix and local office culture still matter, the data points to commute hassle as another factor potentially shaping Monday attendance. 

New York City, excluded from the chart below as a clear outlier, stands as the exception that proves the rule. Despite nearly half of local employees relying on public transportation (48.7% according to the Census 2024 (ACS)), the city’s extensive and deeply embedded transit system appears to reduce perceived friction. In 2025, Mondays accounted for 18.4% of weekly office visits in the city, even with heavy transit usage.

The contrast highlights an important nuance: Where transit is fast, frequent, and integrated into daily routines, it can support office recovery, offering a potential roadmap for other dense urban markets seeking to rebuild early-week momentum. 

Proximity as a Key Attendance Driver

Another powerful signal of today’s convenience-first mindset shows up in commute distances. Since 2019, the share of office visits generated by employees traveling less than five miles has steadily increased, largely at the expense of mid-distance commuters traveling 10 to 25 miles.

To be sure, this metric reflects total visits rather than unique visitors, so the shift may be driven by increased visit frequency among workers with shorter, simpler commutes rather than a change in where employees live overall. Still, the pattern is telling: Workers with shorter commutes appear more likely to generate repeat in-person visits, while longer and more complex commutes correspond with fewer trips. Over time, this dynamic could shape office leasing decisions, residential demand near employment centers – whether in urban cores or in nearby suburbs – and the geography of the workforce.

Friction in Focus 

Taken together, the data paints a clear picture of the modern return-to-office landscape. Attendance is rising, but behavior is no longer driven by mandates alone. Instead, workers are making rational, convenience-based decisions about when coming in is worth the effort.

For cities, the implication is straightforward: Ease of access matters. Investments in transit reliability, last-mile connectivity, and housing near employment centers can all play a meaningful role in shaping how consistently people show up. For employers, too, the lesson is that the path back to the office runs through convenience, not just compulsion, as attendance gains are increasingly driven by how effectively organizations reduce friction and increase the perceived value of being on-site.

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