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Articles
Article
The Rise of Smaller-Format Home Improvement Retailers: How Ace Hardware and Harbor Freight Are Outpacing Big-Box Chains
Find out how Ace Hardware and Harbor Freight Tools are outperforming the industry.
R.J. Hottovy
Mar 20, 2025
1 minute
Article
Walmart’s Mall Purchase: Towards a More Diversified Portfolio 
Find out what lies behind the trend of non-traditional operators - like Walmart - purchasing malls.
Caroline Wu
Mar 20, 2025
2 minutes
Article
Diving Into Breakfast Chains: What “Eggs”actly is Going On With Eggs Right Now? 
Discover how breakfast restaurants are adapting to rising egg prices.
R.J. Hottovy and Caroline Wu
Mar 19, 2025
3 minutes
Article
Darden Weathers the Storm
See how Darden Restaurants, Inc. fared throughout 2024 and how things are shaping up at the start of 2025.
Lila Margalit
Mar 18, 2025
2 minutes
Article
Sportswear in the New Year
Find out how activewear and sporting goods retailers Nike, lululemon, and DICK'S performed in 2024.
Bracha Arnold
Mar 17, 2025
4 minutes
Article
Placer 100 Index, February 2025 Recap 
Find out which brands on the Placer 100 Index for Retail and Dining thrived in February 2025.
Lila Margalit
Mar 13, 2025
4 minutes
Reports
INSIDER
Report
The Forces Shaping Consumer Traffic in 2026
Explore how higher gas prices, the search for value, and nostalgia-driven demand shaped consumer traffic and behavior in H1 2026.
July 27, 2026
INSIDER
Report
Dining In 2026: All Roads Lead To Value
How shifting consumer priorities are reshaping value perceptions across QSR, fast casual, and casual chains.
July 9, 2026
INSIDER
Report
Migration After the Boom: Where Americans Are Moving in 2026
Find out where Americans are moving in 2026, why they're relocating, and how developers, investors, and retailers can stay ahead of the trends.
June 18, 2026
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