Apparel & Beauty

Foot traffic trends in the luxury and thrift spaces reveal bifurcation and a shifting audience profile. The data points to a season defined by both value-seeking behavior and sustained premium demand.

Foot traffic trends reveal that flagship-led and lifestyle-driven retail corridors vary in their seasonal foot traffic patterns, but both types of corridors are poised for a busy end to the holiday season.

Candle Day’s performance in 2025 highlights how value-driven promotions and strong brand loyalty can sustain discretionary spending even in a cautious consumer climate.

Lululemon is outperforming in a challenging retail environment, with monthly visits climbing through fall and Black Friday delivering a substantial traffic surge. Early holiday momentum suggests the brand is positioned to capture share and drive strong year-end performance.

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.

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.

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.

After early-year slowdowns, Gap and Urban Outfitters posted Q3 traffic gains, up 1.4% and 2.4% YoY respectively, reflecting improving consumer demand. Gap’s turnaround and affluent shopper base fueled growth, while Urban’s back-to-school surge lifted visits.