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
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
Article
Article
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
Executive Insights
All the Things I Think I Think About Retail Over the Last Quarter: Amazon, Walmart & Why the Box May Soon Be on the Other PorchRetail in 2025 is being redefined by omnichannel convergence, creative merchandising, and tech-driven convenience. Walmart’s 4.5% sales growth underscores its edge over Amazon, while warehouse clubs modernize and grocers uncover new merchandising plays. The winners? Those adapting fastest to a constantly shifting retail landscape.
Chris Walton
October 9, 2025
9 minutes
Article
The Comeback Blueprint for Kirkland’s and Bed Bath & BeyondIn 2025, Beyond, Inc. and The Brand House Collective will rebrand 250–275 Kirkland’s stores as Bed Bath & Beyond Home. Despite softer digital and traffic trends, modest same-store visit gains at Kirkland's suggest potential for renewed growth for the chain.
Lila Margalit
October 8, 2025
3 minutes
Article
Distinct Playbooks Driving Growth in Premium Home RetailRH, Le Creuset, and Sur La Table are outperforming the home furnishings sector by aligning unique strategies to distinct audiences. From immersive, experience-driven retail to research-led, transaction-focused events, each brand shows how tailored positioning drives growth.
Bracha Arnold
October 7, 2025
4 minutes
Article
Do QSR Value Promotions Still Resonate With Consumers?From McDonald’s Extra Value Meals to Pizza Hut’s $2 Tuesdays and Dairy Queen’s Free Cone Day, the latest foot traffic data reveals what types of QSR promotions still move the needle in 2025.
Lila Margalit
October 6, 2025
4 minutes
Article
Who’s Losing Grocery Share to Dollar General – and What Consumer Habit Is Driving Its Growth?Dollar General is rapidly gaining grocery share, fueled by short “in-and-out” trips and a growing role as a food destination. Since 2019, the chain has taken visits from traditional supermarkets while expanding nationwide beyond its Southern core. Cross-shopping shows Aldi as a complementary partner, while Kroger and other legacy grocers feel the squeeze.
Lila Margalit
October 3, 2025
5 minutes
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Article
Exploring Barnes & Noble’s Recent Acquisitions Barnes & Noble’s acquisition of Bay Area chain Books Inc. highlights a strategy that blends community-driven bookstore experiences with the financial scale of a national brand. Location analytics reveal how B&N’s model could reshape Books Inc.’s future.
Bracha Arnold
October 2, 2025
4 minutes
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Article
3 Factors Driving Dillard’s Department Store SuccessDillard’s has managed to outperform the wider department store space in 2025 by sustaining traffic during key months, benefiting from a Sunbelt-heavy footprint, and positioning itself as a weekend destination. Its clearance locations have also thrived, highlighting the enduring importance of value-oriented shopping in a cautious consumer climate.
Lila Margalit
October 1, 2025
4 minutes
Article
Expansion Into New Categories Signals Shift for Gap Inc. Gap Inc. is expanding into beauty and accessories to offset apparel’s sameness, capture value-driven and aspirational shoppers, and build brand identity. With overlap in beauty and off-price traffic, success depends on delivering trend-forward products and in-store expertise.
Elizabeth Lafontaine
September 30, 2025
7 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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