Insights into the physical world anchored in location analytics

Following the August 7th tariff implementation, manufacturing visits experienced a significant drop, indicating that businesses are working through stockpiled inventory. This suggests a period of reassessment and adjustment in supply chain strategies.

Bath & Body Works (BBWI) leveraged its semi-annual sale to drive visit growth despite economic headwinds.

Ulta (ULTA) drives Q2 2025 growth with new stores and a clear pivot away from Target. Discover how the brand's core business and customer base are set to fuel its next chapter.

Dollar Tree's strategic refocus is driving accelerating traffic growth in Q2 2025 while Dollar General's momentum has cooled. Geographic analysis reveals both chains operate in distinct regional strongholds, creating significant white space expansion opportunities rather than direct competition.

Value-oriented retailers Five Below and Ollie's achieved exceptional Q2 2025 visit growth through aggressive store expansion while maintaining strong same-store performance, demonstrating the expanding market opportunity for value-oriented discretionary retail.

Summary: Gap Inc. showed real progress in Q2 2025, with overall visits up 3.6% year over year. Old Navy drove the gains with a 4.8% boost, while Gap posted positive traffic despite a smaller store base. A strong spring surge, partly fueled by tariff pull-forward, gave way to softer summer visits. Meanwhile, the return of middle-income shoppers signals that revitalization efforts are resonating. 

After steep declines in 2024, Best Buy’s (BBY) store traffic is showing signs of recovery in 2025. Short visits – boosted by BOPIS and major launches like the Nintendo Switch 2 – appear to be driving much of the momentum. 

Discover how three major players in the sports and activewear space – DICK’s, lululemon, and Academy Sports – are navigating current economic headwinds through strategic adaptation.