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
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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
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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
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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
Article
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How Did Grocery Stores Perform This Turkey Wednesday?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
Lila Margalit
Dec 1, 2025
4 Minutes
Latest
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
October 2025 Placer.ai Office Index: Continued MomentumThe October 2025 Placer.ai Office Index shows continued RTO momentum, with visits just 30.8% below 2019 levels. Miami and New York lead recovery, while San Francisco posts major YoY gains. Yet hybrid habits persist - Friday remains a quiet day, signaling an evolving workweek balance.
Lila Margalit
November 24, 2025
3 minutes
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Article
Does CAVA Still Have Growth Potential?Can CAVA's aggressive growth strategy continue to deliver traffic increases?
Bracha Arnold
November 4, 2025
3 minutes
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Article
Catching Up With 2021’s Dining IPOsFour years after their IPOs, First Watch, Portillo’s, and sweetgreen are navigating a new dining reality. First Watch continues strong growth, Portillo’s cools after expansion, and sweetgreen balances new tech and suburban growth to sustain its momentum.
Bracha Arnold
November 3, 2025
4 minutes
Article
Wendy’s Bets on Fewer, Bigger Deals in Q3 2025Wendy’s same-store visits dropped 6.3% YoY in Q3 2025 amid high costs and discounting pressure. But a simplified promotion strategy – led by the $1 breakfast biscuit deal – fueled double-digit breakfast growth in August. The brand’s new “fewer, bigger deals” approach could help reignite momentum heading into year-end.
Bracha Arnold & Lila Margalit
October 28, 2025
2 minutes
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Article
Yum! & RBI: QSR in Q3 2025In Q3 2025, Yum! Brands outperformed the broader QSR category, led by Taco Bell’s continued strength and recoveries at KFC and Pizza Hut. Meanwhile, Restaurant Brands International (RBI) saw overall declines, though Firehouse Subs’ steady visit growth stood out as a bright spot.
Bracha Arnold
October 28, 2025
3 minutes
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Shake Shack & Wingstop: Navigating Q3 WatersShake Shack and Wingstop’s Q3 2025 data reveals diverging trends in the fast-casual sector. Shake Shack’s growth stems from rapid expansion despite flat same-store traffic, while Wingstop faces tougher comps and digital shifts. Promotions remain key traffic drivers.
Bracha Arnold
October 27, 2025
4 minutes
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Sips Of Success: Coffee in Q3 2025The coffee segment grew 1.4% YoY in Q3 2025, outperforming broader QSR declines. Starbucks and Dunkin’ saw modest visit drops, Dutch Bros continued to expand, and rising chains like 7 Brew, Better Buzz, Foxtail Coffee, and Black Rock Coffee Bar fueled much of the category’s momentum.
Bracha Arnold
October 24, 2025
4 minutes
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Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income DinersAmid economic headwinds, Texas Roadhouse and Chili’s are outperforming full-service peers. Location analytics show both brands sustaining traffic through strong value, efficiency, and higher-income appeal — key factors for continued growth.
Ezra Carmel
October 23, 2025
5 minutes
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events from major retailers aimed to capture value-seeking consumers across channels. While in-store traffic softened, e-commerce activity surged, highlighting how early promotions now set the stage for holiday demand both online and in-store.
Ezra Carmel
October 22, 2025
4 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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