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INSIDER
Report
Physical Retail in 2026: How the Giants Are Winning
Read the report to find out how Walmart, Target, Costco Wholesale, and Dollar General are performing in 2026 – and what their trajectories reveal about broader retail trends.
Placer Research
May 11, 2026

Articles & Executive Insights

Article
Wholesale Clubs Find Success in Q1 2025 
Wholesale clubs were foot traffic winners in Q1 2025. We took a closer look at how weather and expanding footprints played a part in visitation trends for Target, Walmart, Sam’s Club, BJ’s Wholesale Club, and Costco Wholesale and how the demographic characteristics of visitors impacted in-store shopping behavior. 
Ezra Carmel
May 14, 2025
4 minutes
Guest Contributor
All The Things I Think I Think About Retail Over The Last Quarter
Find out all the thoughts Chris Walton has had about retail throughout Q1 2025. Which brands are thriving, which are poised for a turnaround, and who may be on the decline?
Chris Walton
April 21, 2025
13 minutes
Article
3 Insights Into the Shopping Habits of Older Consumers 
Despite making up over 40% of American adults, Gen X and Baby Boomers are often overlooked by marketers in favor of Gen Z shoppers. We analyzed the latest data to better understand these frequently overlooked consumer segments. 
Shira Petrack
April 17, 2025
4 minutes
Article
Placer 100 Index, March 2025 Recap – Which Chains Weathered the Storm? 
Foot traffic to the Placer 100 Index for Retail & Dining - the top-performing chains identified by the Placer.ai platform - stabilized in March 2025, with fitness and dining leading the way.
Ezra Carmel
April 16, 2025
3 minutes
Article
What Happened to Family Dollar? 
Dollar Tree's recently announced plan to sell Family Dollar at a significant loss is another sign of the recent struggles in the discount and dollar store sector. We dove into the data to understand what is driving Dollar Tree’s decision and what this means for Family Dollar moving forward.
Shira Petrack
March 31, 2025
5 minutes
Article
Target’s Bet on Babies 
Target is building out its baby and toddler assortment - find out what the data says about that decision.
Shira Petrack
March 25, 2025
1 minute
Article
Walmart’s Mall Purchase: Towards a More Diversified Portfolio 
Walmart recently purchased a mall in Allegheny, PA. We took a look at the data - for this and other mall purchases - to see what may lie behind the move.
Caroline Wu
March 20, 2025
2 minutes
Article
Walmart Goes to the Mall: Insights From the Monroeville Acquisition
Walmart’s recent acquisition of the Pittsburgh, PA-area Monroeville Mall signals a new chapter for the retail giant. Why did Walmart choose this particular property, what makes it such an appealing prospect – and what might the company do with the space? 
Lila Margalit
March 4, 2025
4 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
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
INSIDER
Report
Meeting 2024’s Consumer
Dive into the location intelligence data to find out how the retail landscape has shifted over the past five years and understand what characterizes consumers in 2024.
Placer Research
March 14, 2024
11 minutes
INSIDER
Report
Q4 2023 Quarterly Index
Find out how the Fitness, Beauty & Self Care, Discount & Dollar Stores, Superstores, Grocery Stores, and Dining categories fared during last year’s all-important holiday shopping season.
Placer Research
February 15, 2024
6 minutes
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