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INSIDER
Report
A New Era for Retail Giants: Who’s Winning in 2025?
Find out how the Dollar General, Dollar Tree, and Costco's hyper growth have changed the retail landscape and see how Walmart and Target can stay competitive in today's value-driven market.
Placer Research
August 21, 2025

Articles & Executive Insights

Article
Superstores and Warehouse Clubs Find Early Holiday Momentum
Foot traffic to major warehouse clubs and superstores rose in fall 2025 as Costco, BJ’s, and Sam’s Club continued to thrive in a value-conscious environment, while early holiday promotions drove visits to Walmart and Target.
Ezra Carmel
November 19, 2025
4 minutes
Executive Insights
Back to the Future of Retail: Why Technology Is Bringing Us Full Circle
Technology is taking retail full circle, reviving old models like the milkman and general store. Dive into the data to see how innovations in retail apply new tools to old habits, bringing the industry back to basics with authenticity and a hyper-local focus.
Hue Chen
November 17, 2025
5 Minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and Online
Early-October sales events from major retailers aimed to capture value-seeking consumers across channels. While in-store traffic softened, e-commerce activity surged, highlighting how early promotions now set the stage for holiday demand both online and in-store.
Ezra Carmel
October 22, 2025
4 minutes
Article
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025
Holiday 2025 reveals a split in consumer behavior. Affluent shoppers drive luxury growth, while budget-conscious consumers seek deals. Retail success depends on timing, precision, and understanding shifting priorities.‍
R.J. Hottovy & Elizabeth Lafontaine
October 21, 2025
4 minutes
Executive Insights
All the Things I Think I Think About Retail Over the Last Quarter: Amazon, Walmart & Why the Box May Soon Be on the Other Porch
Retail in 2025 is being redefined by omnichannel convergence, creative merchandising, and tech-driven convenience. Walmart’s 4.5% sales growth underscores its edge over Amazon, while warehouse clubs modernize and grocers uncover new merchandising plays. The winners? Those adapting fastest to a constantly shifting retail landscape.
Chris Walton
October 9, 2025
9 minutes
Article
Is Costco’s Momentum Built to Last?
Costco continues to post steady traffic gains with rising same-store visits, longer dwell times, and favorable macro trends. Strong engagement and value positioning highlight lasting growth potential.
Shira Petrack
September 22, 2025
3 minutes
Article
Costco Early Openings Reshape Store Traffic Patterns
Costco’s early Executive Member hours are reshaping traffic patterns by shifting visits earlier, easing congestion, and encouraging shorter, more efficient trips—enhancing customer experience without raising labor costs.
Shira Petrack
September 18, 2025
3 minutes
Article
Expansions Drive Visit Gains for Wholesale Clubs
Discover how aggressive store expansions by Costco, BJ's, and now Sam's Club are fueling visit growth and sparking new regional competition.
Shira Petrack
August 19, 2025
2 minutes
Industry Trends
The Industry Trends Report offers insight into how visitation has changed over time across a variety of industries and regions in the United States. Easily view foot traffic metrics and compare year-over-year changes for the industries and states that interest you.
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Reports

INSIDER
Report
10 Top Brands to Watch in 2025
Dive into Placer’s list of 10 top brands – and three potential surprises – for 2025, and find out what the data says about these brands’ growth accelerators.
Placer Research
January 16, 2025
14 minutes
INSIDER
Report
Retail Giants in 2024: Walmart, Costco, and Target's Competitive Edge
See how retail giants Walmart, Costco, and Target fared in the first half of 2024 – and explore factors contributing to their success.
Placer Research
August 23, 2024
7 minutes
INSIDER
Report
Q2 2024 – Retail & Restaurant Review
Discover how discount and dollar stores, grocery chains, fitness clubs, superstores, home improvement and furnishing chains, and restaurants fared in Q2 2024.
Placer Research
July 18, 2024
6 minutes
INSIDER
Report
Q1 2024 Retail & Dining Review
Discover how the Discount & Dollar Stores, Grocery Stores, Fitness, Superstores, Dining, and Home Improvement & Furnishings categories performed in Q1 2024.
Placer Research
April 18, 2024
6 minutes
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