Insights into the physical world anchored in location analytics

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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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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
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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
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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
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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

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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

Article
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Holiday 2025 reveals a split in consumer behavior. Affluent shoppers drive luxury growth, while budget-conscious consumers seek deals. Retail success depends on timing, precision, and understanding shifting priorities.
R.J. Hottovy & Elizabeth Lafontaine
October 21, 2025
4 minutes
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Article
McDonald’s and Chipotle Face Headwinds in Q3 2025In Q3 2025, McDonald’s and Chipotle contended with slowing traffic and sector-wide dining headwinds. McDonald’s faced visit declines despite promotions, while Chipotle relied on expansion to sustain growth. Both chains enter Q4 balancing momentum against mounting pressure.
Bracha Arnold
October 20, 2025
3 minutes
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Article
Manufacturing Foot Traffic Signals Continued CautionPlacer.ai data shows U.S. manufacturing foot traffic remained below 2024 levels in September, led by sharp declines in autos after the Novelis fire. Despite slight stabilization late in the month, AI-driven automation and shifting production patterns suggest continued industrial caution heading into Q4.
Shira Petrack & Lila Margalit
October 17, 2025
1.5 minutes

Article
September 2025 Placer.ai Office Index: A Fall ResurgenceThe September 2025 Placer.ai Office Index reveals a nationwide office rebound, with visits just 26.3% below 2019 levels. Miami and New York lead recovery, while San Francisco posts a 19% YoY surge amid renewed RTO mandates and AI-driven corporate growth.
Lila Margalit
October 16, 2025
4 minutes

Article
Placer.ai September 2025 Mall Index: Summer Slowdown Extends Into FallAfter a spring rebound, mall traffic cooled through summer and softened further in September 2025. Placer.ai’s Mall Index shows modest YoY declines across mall types in Q3 2025, with outlet malls lagging as value-driven shoppers turn to discount retailers and online deals. Still, steady overall trends suggest a stable foundation heading into the holiday season.
Maytal Cohen
October 15, 2025
4 minutes

Article
Summer Surge for Sturgis as Motorcycles Vroom En MasseThe 2025 Sturgis Motorcycle Rally delivered a major tourism and retail boost to Sturgis, SD. Visits soared nearly 550% over average levels, with affluent suburban travelers creating strong opportunities for local businesses and national brands to engage high-value consumers.
Caroline Wu
October 14, 2025
2 minutes

Article
K-Beauty & Personalization Drive Beauty Traffic After a post-pandemic boom, beauty’s growth has cooled in 2025 – but new cultural and experiential forces are emerging. Ulta’s K-Beauty World taps into America’s love for Korean skincare, while personalized experiences like Lip Lab are bringing diverse shoppers back to retail.
Caroline Wu
October 13, 2025
3 minutes

Article
The Geography of BevAlc Retail GrowthLiquor store visits remain far above 2019 levels despite slowing national growth. Regional patterns reveal Florida, Texas, and parts of the South as emerging BevAlc hubs, while California and the Northeast see declines, signaling strategic opportunities for targeted retail investment.
Shira Petrack
October 10, 2025
2 minutes




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