Grocery

The first half of 2025 shows a bifurcated retail market. While foot traffic is up for experiences and value brands, it lags for discretionary items. This is driving leasing momentum in prime locations, even as overall retail sales are propped up by high-income households.

Aldi, Trader Joe's, and Lidl defy grocery challenges with unique strategies. Aldi maintains per-store visits despite rapid expansion. Trader Joe's gained California market share. Lidl broadened its base with older shoppers and now targets urban expansion. Their success extends beyond just low prices.

The US economy shows a split. Retail visits rebounded in May-June, driven by value and promotions, after a slow start. This consumer resilience contrasts with a slowdown in manufacturing and port activity since May, as businesses brace for potential tariff volatility in H2 2025.

Limited-edition product launches powerfully drive retail traffic. Trader Joe's Mini Totes and Target's Kate Spade launch show how manufactured scarcity and non-price incentives engage diverse consumers, proving their enduring power in today's market.

Jagalchi Food Hall and Grocery Store, a one-stop destination for Korean eats, opened at Serramonte Center in Daly City, California, recently opened. How have visits to the center shifted since its opening? We took a look at the location analytics to find out.

Memorial Day – the unofficial start of the summer season – is typically accompanied by major retail promotions and movie releases. We dove into the visit data to see how consumers celebrated the holiday and see how brick-and-mortar retail traffic compared to last year's numbers. 

A strong value proposition has never been more important to shoppers – and discount powerhouses like Aldi and Lidl are prime examples. We took a closer look at some of the location intelligence to see where the two grocers stand.

We dive into the visit data for Sprouts Farmers Market and Natural Grocers to see how the two health-centric grocers are performing in Q1 2025.