Insights into the physical world anchored in location analytics
INSIDER
Report
Retail Trends to Watch in 2026Which retail trends are set to define 2026? Using location intelligence, we explore the shifting patterns that could shape the retail landscape in the year ahead.
Placer Research
November 14, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
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
Article
Article
Darden Heads Into Holiday Season With Strong Visit TrendsThe 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 2, 2025
3 minutes
Latest
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
Article
Dollar Tree and Dollar General Thrive Amid Inflation FatigueDespite weakened consumer sentiment, Dollar Tree and Dollar General continue to post strong visit and sales growth. Both chains are capitalizing on shoppers’ focus on value, with consistent quarterly gains and October momentum signaling sustained strength into the holidays.
Bracha Arnold
November 24, 2025
2 minutes
.avif)
Executive Insights
Retail’s Balancing Act: What the First Half of 2025 Reveals About Evolving Consumer PrioritiesThe first half of 2025 shows a bifurcated retail market. While foot traffic is up for experiences and value brands, it lags for discretionary items. This is driving leasing momentum in prime locations, even as overall retail sales are propped up by high-income households.
Nicole Larson
August 5, 2025
8 minutes
Article
Din Tai Fung: Sky High Average-Unit-Volume is a Recipe for SuccessDin Tai Fung achieves an incredible $27.4 million average unit volume, nearly double its next competitor. This success is a boon for malls, boosting foot traffic, increasing dwell time, and extending evening visits, proving a powerful destination brand can uplift an entire retail ecosystem.
Caroline Wu
August 5, 2025
5 minutes
Article
Bracing for Impact: July's Manufacturing Surge Reveals Tariff AnxietyU.S. industrial manufacturing saw a dramatic surge in July 2025 as companies rushed to beat an August 1st tariff deadline. This push, evidenced by increased visits from employees and logistics partners, was particularly strong in the auto and metals sectors.
R.J. Hottovy
August 4, 2025
2 minutes
Article
How EAT, TXRH & BLMN Are Navigating the Q2 2025 Dining MarketQ2 2025 foot traffic: Brinker surges on value, Texas Roadhouse stays strong, Bloomin’ Brands lags. See key insights now.
Bracha Arnold & Lila Margalit
August 4, 2025
4 minutes
Article
Life Time & Planet Fitness Q2 2025 Visit RecapLife Time's slight Q2 visit dip is a strategic nuance, not a weakness, as it focuses on high-value members and expansion. Planet Fitness, with a 10.1% visit surge, validates its affordable model. Both are expanding, confirming a strong, bifurcated fitness market.
Bracha Arnold
August 1, 2025
3 minutes
%26firstwatch.avif)
Article
Growth vs. Optimization: A Q2 2025 Analysis of First Watch, Denny's, & Dine BrandsDiscover two distinct paths to success in casual dining: high-income expansion vs. value-driven loyalty.
Shira Petrack
July 30, 2025
2 minutes
.avif)
Article
Scaling Fast-Casual: CAVA's Depth vs. Sweetgreen's Breadth in Q2 2025CAVA and Sweetgreen saw major visit growth in Q2 2025, but their expansion philosophies differ. See the data comparing CAVA's market depth to Sweetgreen's national breadth.
Shira Petrack
July 30, 2025
2 minutes
Article
The QSR Playbook for H2 2025: Lessons in Value and Innovation from Yum!, RBI, & Wendy'sFind out how leading QSR players Yum! Brands, RBI, and Wendy’s performed in Q2 2025.
Lila Margalit
July 29, 2025
4 minutes
Latest Reports.png)
.png)
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
INSIDER
Report
6 Trends Still Defining Post- Pandemic Consumer BehaviorDive into the data five years post-COVID to uncover six fundamental shifts in consumer behavior since the pandemic.
Placer Research
July 17, 2025
10 minutes
.svg)