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Insights into the physical world anchored in location analytics

INSIDER
Report
5 Markets to Watch in 2026
Find 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
Article
Article
Starbucks and Dunkin’s LTOs Boost Traffic
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Shira Petrack
Dec 12, 2025
2 minutes
Article
Article
Placer.ai November 2025 Office Index: Post-Pandemic Record Occupancy
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Shira Petrack
Dec 11, 2025
3 minutes
Executive Insights
Executive Insights
Dutch Bros vs. Dave’s Hot Chicken: The Veteran and the Rookie in America’s Restaurant Expansion Race
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Kyle Inserra
Dec 10, 2025
3 minutes
Article
Article
Is lululemon Poised for a Holiday Rebound?
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Bracha Arnold
Dec 9, 2025
2 minutes
Latest
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black Friday
Early 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
Article
Will Upscale Dining Lead the Holiday Season Again?
Holiday dining patterns highlight upscale and fine-dining restaurants as the strongest seasonal performers, with coffee, casual dining, and eatertainment showing targeted lifts. Emerging YoY trends point to premium full-service concepts leading demand again this December.
Bracha Arnold & Lila Margalit
December 4, 2025
4 minutes
Article
Did Fewer Franchise Films Limit Thanksgiving’s Movie Theater Lift?
Thanksgiving brought a healthy rise in movie theater traffic while still trailing 2024’s exceptional highs. The gap points to a growing reality in the theatrical space: In 2025, audiences show up strongest when franchises – and preferably, multiple franchises at once – lead the way.
Shira Petrack
December 3, 2025
3 minutes
Industry Trends
The Industry Trends Report offers insight into how visitation has changed over time across a variety of industries and regions in the United States. Easily view foot traffic metrics and compare year-over-year changes for the industries and states that interest you.
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View Full Report
Article
Gap and Urban Outfitters See Visit Increases in Q3
After early-year slowdowns, Gap and Urban Outfitters posted Q3 traffic gains, up 1.4% and 2.4% YoY respectively, reflecting improving consumer demand. Gap’s turnaround and affluent shopper base fueled growth, while Urban’s back-to-school surge lifted visits.
Bracha Arnold
November 19, 2025
4 minutes
Article
Superstores and Warehouse Clubs Find Early Holiday Momentum
Foot traffic to major warehouse clubs and superstores rose in fall 2025 as Costco, BJ’s, and Sam’s Club continued to thrive in a value-conscious environment, while early holiday promotions drove visits to Walmart and Target.
Ezra Carmel
November 19, 2025
4 minutes
Article
Lowe’s and The Home Depot See the Future of Home Improvement in the Next Generation
As the home improvement sector adjusts to changing consumer behavior, Lowe’s and The Home Depot show growing potential with Gen Z. Location analytics reveals how both brands are positioning for the next phase of growth in 2025.
Ezra Carmel
November 18, 2025
4 minutes
Article
TJX, Burlington, and Ross Gear Up for a Blockbuster Holiday Season
Foot traffic to off-price giants TJX, Burlington, and Ross is growing as budget-conscious consumers flock to value and discovery-driven shopping. With traffic surging across banners, these retailers are well-positioned for a standout holiday season.
Lila Margalit
November 18, 2025
3 minutes
Executive Insights
Back to the Future of Retail: Why Technology Is Bringing Us Full Circle
Technology is taking retail full circle, reviving old models like the milkman and general store. Dive into the data to see how innovations in retail apply new tools to old habits, bringing the industry back to basics with authenticity and a hyper-local focus.
Hue Chen
November 17, 2025
5 Minutes
Article
Is Turkey Wednesday the Only Big Day for Grocers?
Thanksgiving week brings the busiest grocery shopping day of the year, with visits peaking on Turkey Wednesday. Traditional supermarkets lead the rush, while other formats see distinct seasonal trends. 
Lila Margalit
November 17, 2025
4 minutes
Article
Placer.ai October 2025 Mall Index: Shoppers Return to Malls
Mall traffic surged in October 2025 – likely driven by early holiday shopping – with visits jumping YoY and MoM across all mall formats.
Shira Petrack
November 13, 2025
2 minutes
Article
How Starbucks Proved That Free Isn’t Everything
Starbucks’ $29.95 Bearista glass drove a 37.8% visit surge – nearly matching Red Cup Day’s free-cup frenzy. The viral launch proved that creativity, emotion, and scarcity can spark major traffic, showing consumers will still splurge on products that feel special.
Lila Margalit
November 13, 2025
3 minutes
Latest Reports
INSIDER
Report
Winning Holiday Shoppers in 2025: Key Insights for Advertisers and Retailers
Dive 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 Now
Discover 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 2025
This 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 Paths
See 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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