Insights into the physical world anchored in location analytics
INSIDER
Report
5 Markets to Watch in 2026Find out why Salt Lake City, Reno, Indianapolis, Raleigh, and Tampa are Placer.ai's markets to watch in 2026.
Placer Research
December 5, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
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Die-hard Shoppers Pack the Citadel for 27-Hour Shopping MarathonThe 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
Caroline Wu
Dec 16, 2025
2 minutes
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Candle Day 2025 Highlights Enduring Pull of Strong Brands & Good DealsThe 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 15, 2025
2 minutes
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Starbucks and Dunkin’s LTOs Boost TrafficThe 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 12, 2025
2 minutes
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Placer.ai November 2025 Office Index: Post-Pandemic Record Occupancy 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 11, 2025
3 minutes
Latest
Executive Insights
Dutch Bros vs. Dave’s Hot Chicken: The Veteran and the Rookie in America’s Restaurant Expansion RaceExplore how Dutch Bros and Dave’s Hot Chicken showcase two stages of restaurant growth, from explosive expansion to disciplined scaling and strategic maturity.
Kyle Inserra
December 10, 2025
3 minutes
Article
Is lululemon Poised for a Holiday Rebound?Lululemon is outperforming in a challenging retail environment, with monthly visits climbing through fall and Black Friday delivering a substantial traffic surge. Early holiday momentum suggests the brand is positioned to capture share and drive strong year-end performance.
Bracha Arnold
December 9, 2025
2 minutes
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black FridayEarly November momentum and a 3.1% surge on Black Friday offset a softer weekend, driving overall visits up YoY across the three mall formats.
Shira Petrack
December 8, 2025
4 minutes
Article
Four Black Friday Signals for the 2025 Holiday Season Black Friday 2025 foot traffic trends show a holiday season defined by value-driven decisions, regional price sensitivity, and shifts toward budget-conscious categories. Longer in-store visits and standout gains for convenient, low-ticket coffee chains highlight shoppers’ deliberate, mission-focused approach to spending.
Shira Petrack
December 5, 2025
4 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
Latest Reports
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INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and RetailersDive into the data to uncover the retail categories, audiences, and timing strategies poised to deliver high-impact campaigns this holiday season.
Placer Research
October 30, 2025
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
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