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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How Much Does Price Really Matter to Today’s Dining Consumer?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 17, 2025
3 minutes
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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
Latest
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Placer.ai November 2025 Office Index: Post-Pandemic Record Occupancy Driven by stricter RTO mandates and a stabilizing "new normal," November 2025 marked the strongest November office occupancy rates we have seen since 2019.
Shira Petrack
December 11, 2025
3 minutes
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
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
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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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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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
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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