Insights into the physical world anchored in location analytics

Q2 2025 data shows how a bifurcated retail landscape is impacting mid-market retailers, as traffic to the Kohl's and Macy's banners fell while visits to Macy's luxury brands remained resilient.

In the first half of 2025, Home Depot and Lowe's faced visit declines, but trends moderated by July. Home Depot showed regional strength in the Midwest, while Lowe's accelerated its pivot to professional contractors to build a more resilient business model.

The Lollapalooza festival is a powerful economic driver for Chicago, attracting a highly regional, affluent, and demographically distinct audience. This report analyzes the foot traffic data to reveal how the festival supercharges local tourism and provides valuable insights for both civic leaders and sponsors. 

Our analysis of Q2 2025 retail foot traffic data reveals a stark divergence between America’s top retailers. Walmart showcased resilient in-store traffic, validating its omnichannel investments and reinforcing its dominance in essential goods. Meanwhile, Target faced persistent declines, signaling significant headwinds from the consumer pullback in discretionary spending. This report breaks down the data, the underlying strategies, and the investor outlook for both retail giants.

In July 2025, office visits were at their highest point since the pandemic, down just 21.8% from 2019. NYC and Miami effectively closed their pre-COVID visit gaps, marking a potential RTO tipping point. San Francisco also showed a remarkable 21.6% YoY growth, signaling a significant turnaround.

TJX saw strong Q2 2025 performance, exceeding company guidance. HomeGoods led same-store visit growth, while the newest brands, Sierra and Homesense, drove overall traffic increases. The company is also successfully penetrating rural and semi-rural markets, creating a path for continued domestic growth.

Economic uncertainty and rising prices are causing consumers to pull back on discretionary travel, opting for shorter, regional "micro-cations." This shift is reshaping the traditional summer vacation, leading to less driving and flying, a trend visible in gas station and airport traffic data. This cautious consumer behavior is expected to influence the broader retail and travel landscapes for the remainder of 2025.

Placer.ai's July 2025 Mall Index shows indoor malls grew 1.3% YoY. Promotional events drove mid-month spikes, but not sustained growth. A spotlight on Boise Towne Square reveals how anchor tenants like In-N-Out can create a powerful halo effect. This report offers key insights for retail and real estate executives.