Apparel & Beauty

Discretionary retail has faced its fair share of challenges over the past few years. But even in this challenging environment, some brands, like Ulta Beauty, are continuing to see visit growth, while others, like Gap and Old Navy, are making a comeback. 

Off-price apparel chains continue to drive traffic in 2024. We dove into the latest location analytics for four of the largest brands – T.J. Maxx, Marshalls, Ross Dress for Less, and Burlington – to take a closer look at these retailers’ foot traffic growth and evolving visitor bases. 

Crocs’ rebrand from ugly to chic is one of retail’s most fascinating Cinderella stories (glass clog, anyone?). We dive into the latest location analytics and demographic data to explore the consumer behavior that drives Crocs’ continued success. 

With athleisure and sportswear becoming bonafide wardrobe staples, more consumers than ever are investing in high-end items. Two players—Nike and Lululemon—are at the forefront of this trend. We examine the demographics of the two chains' consumer bases to see what is driving visits.

With the first round of earning announcements in 2024 coming to a close, we dove into the foot traffic data to find out which companies are likely to surpass their 2023 performance in the coming year.