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
Article
Kohl’s: More Than a Meme?Kohl's has emerged as an unlikely meme stock. Is there anything lying beyond the internet buzz? We took a look at the company's foot traffic to find out.
Lila Margalit
July 28, 2025
1 minute
Article
More From Less: How CVS's Rightsizing Strategy Drove Growth in Q2 2025Pharmacies have weathered a challenging landscape in recent years. We took a look at CVS's visit data to see how the company is faring in Q2 2025, how its rightsizing and optimization efforts have impacted visitation, and what location analytics reveals about some of its strategies.
Lila Margalit
July 28, 2025
3 minutes
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Executive Insights
All The Things I Think I Think About Retail Over The Last Quarter: Kool-Aid, Kmart, and the Kohl’s Dumpster FireQ2 2025 is done and dusted - and analyst Chris Walton takes a look at the retail performance of chains including Starbucks and Target to see how his Q1 2025 predictions held up - and what might lie ahead for the next quarter of the year.
Chris Walton
July 25, 2025
5 minutes
Article
Dutch Bros Visits Surge, Dunkin & Starbucks Traffic Trends Improve in Q2 2025Coffee’s top chains show diverse paths in Q2 2025. Starbucks’ visits narrowed declines, Dunkin’ saw modest growth via value, and Dutch Bros continued rapid expansion. These distinct strategies shape the competitive market.
Shira Petrack
July 24, 2025
3 minutes
Article
Decoding Shake Shack & Wingstop's Q2 2025 Visit PerformanceShake Shack Q2 visits up 13.7% (per-venue -1.7%). Wingstop visits up 3.6% (per-venue -6.3%). These divergent paths show brand resilience. Shake Shack appeals to higher HHI. Wingstop's lower HHI family base faces budget pressure, impacting loyalty. Both brands adapt for future success.
Shira Petrack
July 23, 2025
2 minutes
Article
Warby Parker & Allbirds Q2 2025: Unpacking Divergent Retail StrategiesWarby Parker sees visits up, though Q2 VPL dipped -2.7%. Allbirds' overall visits fell -12.5%, but Q2 VPL surged +18.2%. Both find unique success in their divergent brick-and-mortar strategies, proving different paths can move forward.
Bracha Arnold
July 22, 2025
2 minutes
Article
How Has Cinemark Avoided the Movie Theater Slowdown? Movie theaters generally remain below 2019 visits, but Cinemark bucks this, nearing pre-pandemic levels (down 2.6% for flagship brand). Its success comes from targeting budget-conscious families with value memberships and child-friendly amenities, sustaining visits despite industry challenges.
Shira Petrack
July 21, 2025
4 minutes
Article
What Do July Sales Events Reveal About Consumer Sentiment in H2 2025? July 2025 promotions primarily boosted weekday retail traffic, but overall in-store visits were down YoY. Walmart notably defied this trend with increased visits. Consumers focused on high-value purchases during the period.
Shira Petrack
July 18, 2025
2 minutes
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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
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