Insights into the physical world anchored in location analytics
INSIDER
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 5, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
Executive Insights
Executive Insights
Dutch Bros vs. Dave’s Hot Chicken: The Veteran and the Rookie in America’s Restaurant Expansion RaceThe 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
Kyle Inserra
Dec 10, 2025
3 minutes
Article
Article
Starbucks and Dunkin’s LTOs Boost TrafficThe 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 10, 2025
2 minutes
Article
Article
Is lululemon Poised for a Holiday Rebound?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
Dec 9, 2025
2 minutes
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
Latest
Article
Four Black Friday Signals for the 2025 Holiday Season Black Friday 2025 foot traffic trends show a holiday season defined by value-driven decisions, regional price sensitivity, and shifts toward budget-conscious categories. Longer in-store visits and standout gains for convenient, low-ticket coffee chains highlight shoppers’ deliberate, mission-focused approach to spending.
Shira Petrack
December 5, 2025
4 minutes
Article
Will Upscale Dining Lead the Holiday Season Again?Holiday dining patterns highlight upscale and fine-dining restaurants as the strongest seasonal performers, with coffee, casual dining, and eatertainment showing targeted lifts. Emerging YoY trends point to premium full-service concepts leading demand again this December.
Bracha Arnold & Lila Margalit
December 4, 2025
4 minutes
Article
Did Fewer Franchise Films Limit Thanksgiving’s Movie Theater Lift?Thanksgiving brought a healthy rise in movie theater traffic while still trailing 2024’s exceptional highs. The gap points to a growing reality in the theatrical space: In 2025, audiences show up strongest when franchises – and preferably, multiple franchises at once – lead the way.
Shira Petrack
December 3, 2025
3 minutes
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
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
Article
Q2 2025 Restaurant Recap: A Cautious Consumer Shapes Dining Trends Q2 2025 restaurant trends highlight a cautious consumer. QSRs and fast casuals face headwinds as diners trade down to cheaper options, while casual dining brands like Chili’s and Applebee’s outperform with value-driven promotions and bundled meals.
R.J. Hottovy
September 19, 2025
5 minutes
Article
Costco Early Openings Reshape Store Traffic PatternsCostco’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
The US Open: A Comparison of Visitors to Fan Week and the Main DrawThe 2025 U.S. Open showed that singles and affluent audiences dominate attendance across both Fan Week and the main draw, and despite supplementary events, the matches remain the tournament’s main attraction.
Ezra Carmel
September 17, 2025
5 minutes
Article
Darden Restaurants’ Portfolio Powers Through Consumer HeadwindsDarden’s 2025 performance reveals a split: overall visits rose 1.4% YoY, outpacing the full-service dining sector, but same-store traffic was flat. Yard House and LongHorn powered growth, Olive Garden held steady, while Cheddar’s softened – underscoring the importance of portfolio balance.
Bracha Arnold
September 16, 2025
4 minutes
Article
Are Cracks in Consumer Resilience Beginning to Show? After stability in early 2025, U.S. retail and dining traffic has declined for three straight months, with weakness spreading across states. Tariffs, income bifurcation, and Gen Z holiday cutbacks signal rising risks to consumer resilience heading into late 2025.
Shira Petrack
September 15, 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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