Insights into the physical world anchored in location analytics
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Report
5 Markets to Watch in 2026Find out why Salt Lake City, Reno, Indianapolis, Raleigh, and Tampa are Placer.ai's markets to watch in 2026.
Placer Research
December 1, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
Article
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black FridayThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Shira Petrack
Dec 8, 2025
4 minutes
Article
Article
Four Black Friday Signals for the 2025 Holiday Season The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Shira Petrack
Dec 5, 2025
4 minutes
Article
Article
Will Upscale Dining Lead the Holiday Season Again?The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Bracha Arnold & Lila Margalit
Dec 4, 2025
4 minutes
Article
Article
Did Fewer Franchise Films Limit Thanksgiving’s Movie Theater Lift?The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Shira Petrack
Dec 3, 2025
3 minutes
Latest
Article
Darden Heads Into Holiday Season With Strong Visit TrendsDarden is heading into the holiday season with accelerating visit growth across its portfolio. Olive Garden, LongHorn, and Cheddar’s continue to deliver strong same-restaurant gains, while upscale banners like Seasons 52 and Ruth’s Chris are positioned for another robust holiday surge based on early 2025 trends.
Bracha Arnold
December 2, 2025
3 minutes
Article
How Did Grocery Stores Perform This Turkey Wednesday?Turkey Wednesday 2025 drove major traffic to grocery stores, with traditional supermarkets seeing the biggest visit spikes, while value chains led early-week shopping. Dwell times showed a shift from early stock-up trips to quick last-minute runs, and all analyzed major grocers posted year-over-year visit growth.
Lila Margalit
December 1, 2025
4 Minutes
Article
How Do Holiday Shopping Patterns Differ for Off-Price and Traditional Apparel?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.
Lila Margalit
November 26, 2025
4 minutes
Article
DICK's Sporting Goods Riding Positive Visit Trend into the HolidaysDICK’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.
Bracha Arnold
November 25, 2025
2 minutes
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Article
3 Factors Driving Dillard’s Department Store SuccessDillard’s has managed to outperform the wider department store space in 2025 by sustaining traffic during key months, benefiting from a Sunbelt-heavy footprint, and positioning itself as a weekend destination. Its clearance locations have also thrived, highlighting the enduring importance of value-oriented shopping in a cautious consumer climate.
Lila Margalit
October 1, 2025
4 minutes
Article
Expansion Into New Categories Signals Shift for Gap Inc. Gap Inc. is expanding into beauty and accessories to offset apparel’s sameness, capture value-driven and aspirational shoppers, and build brand identity. With overlap in beauty and off-price traffic, success depends on delivering trend-forward products and in-store expertise.
Elizabeth Lafontaine
September 30, 2025
7 minutes
Article
Beauty and Fitness Foot Traffic: From Post-Pandemic Correction to New NormalBeauty and fitness retail stores have not only recovered from the pandemic, but significantly surpassed pre-pandemic foot traffic levels. In the fitness space, this growth is in part driven by increased visitor frequency, and in the beauty space, continued growth hinges on the integration of a store experience that complements digital shopping behavior.
Ezra Carmel
September 29, 2025
5 minutes
Article
Affluent Shoppers Sustain Luxury, But Growth Potential May Be Limited Apparel is diverging in 2025 as luxury and off-price outperform traditional retailers. Visit data shows luxury gaining ground among high-income shoppers, while off-price continues to scale with broad consumer appeal. Traditional apparel lags as value and exclusivity dominate demand.
Bracha Arnold
September 26, 2025
3 minutes
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Article
Hobby Lobby and Michaels Defy Discretionary Spending HeadwindsThe arts and crafts retail landscape is consolidating fast, but Hobby Lobby and Michaels are thriving. With JOANN and Party City gone, both banners are capturing displaced demand: Michaels by expanding into party goods and Halloween, Hobby Lobby by leveraging large-format stores and growing shopper loyalty.
Lila Margalit
September 25, 2025
4 minutes
Article
Black Rock Coffee's Post-IPO Growth Potential Black Rock Coffee’s $1.32B IPO underscores its rapid expansion, affluent customer base, and similarities to Dutch Bros’ trajectory. With visits up 226% since 2019 and a target of 1,000 stores by 2035, the chain’s strategy highlights significant growth potential in new markets.
Bracha Arnold
September 24, 2025
3 minutes
Article
How Asian Grocers Are Redefining the Grocery ExperienceEast and South Asian grocery chains like H Mart, 99 Ranch Market, Mitsuwa Marketplace, and Patel Brothers offer some shoppers a taste of home while presenting others with an entry point to explore global cuisines.
Bracha Arnold
September 23, 2025
3 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
Latest Reports
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INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and RetailersDive into the data to uncover the retail categories, audiences, and timing strategies poised to deliver high-impact campaigns this holiday season.
Placer Research
October 30, 2025
INSIDER
Report
What is Driving Discretionary Spending in 2025? See which discretionary retail categories are gaining momentum by delivering value, accessible upgrades, and immersive experiences.
Placer Research
October 2, 2025
INSIDER
Report
3 Trends Shaping the Grocery Sector Right NowDiscover the 2025 grocery sector trends driving growth across value, fresh, traditional, and ethnic formats. Learn how shifting consumer behavior, bifurcated spending, and short-trip missions are reshaping retail competition.
Placer Research
September 22, 2025
INSIDER
Report
Emerging Trends for CRE in 2025This Placer Snapshot examines the evolution of key industries impacting commercial real estate. We explore the shifting dynamics of office visits, the recovery of shopping centers, and population growth patterns across the United States in 2025.
Placer Research
August 28, 2025
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
INSIDER
Report
LA vs SF: Divergent Office Recovery PathsSee the data on Los Angeles and San Francisco's divergent office recovery paths and understand why Century City is emerging as LA's standout submarket for CRE professionals.
Placer Research
August 4, 2025
6 minutes
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