.svg)
The dining segment has faced no shortage of challenges in recent years. Rising food and labor costs, inflation, and shifting consumer habits have put pressure on many chains – but some are thriving.
We take a look at three dining chains – local favorites that have been expanding in recent years – to see what lies behind their surprising success.
From Corner Spot to Crowd Favorite
Visits to the overall fast-casual segment remained flat year over year (YoY) in Q1 2025, highlighting the challenging state of the dining category. But three expanding local restaurant chains – Pura Vida Miami, Mendocino Farms, and P. Terry’s Burger Stand – all saw their foot traffic grow significantly in the same period.
Florida-based Pura Vida Miami, a cafe that specializes in health and wellness, saw the biggest jump in foot traffic, with visits growing by 58.5% in Q1 2025 compared to Q1 2024. The eatery, which opened its first location in 2012, and now boasts 35 locations across South Florida and New York has no plans to slow its rapid expansion. And fittingly, the average number of visits to each location of the chain also increased by 11.9% YoY – highlighting that its new venues are meeting strong demand.
California-based fast-casual restaurant Mendocino Farms also places a strong emphasis on healthy dining. Founded in 2005, the chain has grown to 75 locations – most of them in California – and continues to thrive, with visits up by 23.0% in Q1 2025 and visits per location rising by 12.9%. Austin, Texas favorite P. Terry’s Burger Stand, which opened in 2005, is also thriving. The chain grew its presence over the past year, adding new locations in Houston – and like the other analyzed brands, saw increases in both overall visits and average visits per location.
Pure Miami Vibes
Location analytics show that each of the chains is finding success in its own way. Diving into hourly visitation patterns for Pura Vida Miami, for example, reveals a subtle but notable shift in its peak visit times, suggesting that as the chain expands, it is successfully positioning itself as a breakfast and lunchtime destination. Between Q1 2025 and Q1 2024, the share of visitors arriving between 7:00 and 11:00 AM, and 12:00 - 4:00 PM increased slightly, while the proportion of evening visitors declined.
To capitalize on this trend, Pura Vida could consider further developing its morning menu or, conversely, exploring opportunities to enhance its dinner menu to attract a cohort that seeks health-centric dinner items.
Beyond California Dreamin’
Mendocino Farms, for its part, appears to be deriving some of its success from the affluence of its customer base. The chain, which boasts over 60 of its 75 locations in California, has also established a presence in Washington, Texas, and Colorado. Mendocino Farms will be opening around 15 new locations throughout 2025, and will begin its eastward march, opening a location in Chicago in the coming months.
And a look at the chains’ two largest markets, California and Texas, shows that visitors to the Mendocino Farms in Q1 2025 were more likely to come from high-income trade areas, likely insulating them from the overall challenges facing the wider dining segment. For example, the median HHI of visitors to Mendocino Farms in California was $123.8K, compared to the California average of $96.7K. And in Texas, its second-largest market, visitors originated from trade areas with a median HHI of $105.8K – significantly higher than both the Texas ($76.5K) and nationwide ($78.9K) medians.
Burger Business Booms
P. Terry’s Burger Stand is a Texas cult favorite. The chain, which has grown from a family-owned burger stand in 2005 to 34 locations in the Austin area is thriving, and recently began expanding into other cities in Texas.
Over the years, the chain has become something of a weekend destination, with 30.4% of its visitors coming on the weekends in Q1 2025 – up from 28.1% in Q1 2024. This suggests that, as the chain grows, more customers are incorporating P. Terry's into their weekend routines, likely drawn by its blend of quality and accessible price point. This increasing weekend popularity, coupled with its strategic expansion into new markets like Houston, bodes well for P. Terry's continued growth across Texas.
Growing and Thriving
The three dining chains are proving that, even in challenging times, there’s plenty of space for local favorites to flourish.
Will these chains continue to thrive in the second half of 2025?
Visit Placer.ai/anchor to stay up-to-date with the latest data driving dining stores.
Keeping Up With Coach
While the overall luxury apparel market has seen its traffic slow in recent months, Coach is seeing visit growth. The company posted an impressive 15% increase in revenue year-over-year (YoY) in Q1 2025 – and YoY visits were also elevated.
Overall foot traffic grew in all but one analyzed month of 2025, culminating in May 2025 with 7.5% YoY visit growth.
Coach Captures Cost-Conscious Customers
Some of Coach’s success may be tied to its positioning as an affordable luxury brand. The company has also made attracting younger, Gen Z consumers, a priority. And this focus appears to be paying off, as evidenced by its demographic and psychographic data.
Nationwide, visitors to Coach stores typically come from trade areas with a median household income (HHI) of $82.5K. While higher than the nationwide median of $79.6K, this figure remains significantly lower than the $109.3K median HHI of traditional luxury shoppers. And this disparity in income suggests that the “affordable” part of the affordable luxury retail experience is resonating.
And diving into the psychographic data for Coach’s captured market further supports this idea: visitors to Coach came from trade areas with much lower shares of “Power Elite” shoppers, defined by the Experian: Mosaic as the wealthiest households in the country. And the share of “Singles and Starters” – city-based Gen Z professionals – was higher than that of luxury shoppers.
Taken together, these data points suggest that Coach is driving success by reaching a consumer segment not typically targeted by other major luxury brands. Coach's strong performance in a challenging retail environment suggests that luxury's appeal is broader than often assumed and highlights the opportunities created by tailoring products to a wider range of consumers.
Coachtopia Captures California
Aside from offering affordable luxuries to a wide range of shoppers, Coach also places a strong emphasis on creating compelling retail experiences. In 2023, the company introduced its interactive Coach Play stores – designed for experiential shopping – as well as Coachtopia, a new product line focused on sustainability that currently has twelve dedicated stores across the country.
And diving into the visit data for one of these Coachtopia locations suggests that, much like Coach Play stores, this retail concept encourages visitors to linger. Visitors to a Coachtopia store in The Grove, Los Angeles, stayed, on average, 30% longer than visitors to other Coach stores in California.
Visitors to the store also tended to come from trade areas where the median household income, while exceeding the nationwide median ($88.1K compared to $79.6K), was lower than that of the average Coach shopper and the average California resident. This suggests that concepts like Coachtopia are not only attracting their target audience – middle-income shoppers who value affordable luxuries – this demographic is also happy to spend more time in-store.
Luxury For Everyone
Coach’s success, especially in a period marked by significant challenges for the apparel and luxury markets, serves as a reminder that perceived worth can make even a luxury purchase compelling for a wide audience.
Will Coach continue to see foot traffic and visit success in the second half of the year? Visit Placer.ai/anchor for the latest data-driven retail insights.
The drugstore and pharmacy space has faced significant challenges in recent years, and recently, Rite Aid announced that it would be closing all its locations. We took a look at the location intelligence for Rite Aid and the chains buying its closing locations to see how this closure might affect visits to the other chains.
Visits to Drugstores Dip
The past few years have seen a dramatic shift in the way people purchase their prescriptions and other health-related sundries – and Rite Aid, in particular, was heavily affected by this shift. The chain had made several attempts over the past few years to rightsize and restructure in hopes of turning around its fortunes. But in May 2025, amidst bankruptcy proceedings, the company announced it would be closing all of its remaining locations and selling its business – primarily to CVS Pharmacy, with some going to Walgreens, Albertsons, Kroger, and Giant Eagle.
Rite Aid had already spent much of 2023 and 2024 closing stores, a factor that certainly fueled its 37.2% year-over-year (YoY) dip in foot traffic in Q1 2025. Meanwhile, CVS – which has also been closing stores – saw its visits and visits per location grow in Q1 2025, by 2.6% and 5.1%, respectively. And Walgreens, in the midst of its own rightsizing moves, experienced relatively flat visit numbers, with only minor YoY dips.
What Does CVS Stand to Gain?
CVS is poised to be a major beneficiary of Rite Aid’s closure, taking over business from hundreds of its locations. And a look at demographic and psychographic data shows that the move stands to offer CVS greater access to older consumers – a key demographic in the pharmacy space. Rite Aid’s stores also attract a more middle-income shopper, helping to broaden CVS’ customer base.
Rite Aid’s Largest Markets
A look at geographic segmentation data shows that CVS’s assumption of Rite Aid business will also grant it greater inroads into semirural and urban audiences.
Rite Aid has its largest presence in California (347 stores), Pennsylvania (345 locations), and New York (178 stores). And data from Esri: Tapestry Segmentation highlights differences in where shoppers at the two drugstore chains tend to come from – both nationwide and in its major markets.
CVS sees higher shares of “Suburban Periphery” visitors in all the analyzed markets, while Rite Aid sees higher shares of “Semirural” visitor segments, both nationwide and across its largest markets. This reinforces that CVS stands to significantly expand its footprint in less dense, semi-rural communities by acquiring Rite Aid assets.
While some common threads can be seen across visitor types by state, there are also notable differences, highlighting the importance of diversification across geographic segments for comprehensive market coverage. For instance, in New York, Rite Aid holds a higher share of visitors from “Principal Urban Centers” (18.8%) than CVS (13.3%). This suggests CVS may be able to expand both its semirural and urban reach as it assumes Rite Aid's former customer base.
What Lies Ahead For Pharmacy?
Rite Aid’s closure highlights the challenges facing the retail healthcare segment – but it also opens up new opportunities for other chains as they absorb these closed stores.
What will the retail pharmacy and healthcare segment look like in the coming months? Visit Placer.ai/anchor for the latest data-driven retail insights.
Discount and dollar stores have enjoyed unprecedented success over the past few years as economic uncertainty continues to weigh on consumers’ minds – and wallets. We took a look at two discount players, Five Below and Ollie’s Bargain Outlet, to see where the two are holding as the first half of 2025 draws to a close.
Strength In The First Quarter
Five Below and Ollie’s were major winners in 2024, with visits to both chains elevated on a consistent basis. Both chains also aggressively expanded their footprints: Ollie's Bargain Outlet acquired around 40 leases from Big Lots, while Five Below opened a remarkable 227 new stores in 2024, with plans for another 150 in 2025.
Their strong positions were clearly reflected in Q1 2025 visit data. Five Below saw foot traffic climb 6.1% YoY, and Ollie's visits grew by 12.4%. Average visits per location were more mixed: Five Below's dipped by 4.6%, while Ollie's Bargain Market maintained momentum with a 4.6% YoY increase.
Rural Resurgence for Five Below
As its name suggests, Five Below primarily sells items for $5 or less, offering strong value at a time of rising prices – and customers are clearly responding. Five Below's monthly visits remained elevated throughout 2025, peaking in April with a 20.4% YoY increase. Monthly visits per location experienced more fluctuation, dipping in February and March while remaining elevated in January (+1.6%) and April (+10.1%).
Diving into the geographic segments as defined by Esri offers insight into the type of visitor that comes to Five Below – and what it might mean as the chain continues its expansion plans. Between Q1 2019 and Q1 2025, the share of visitors coming to Five Below from "Rural" and "Semi-Rural" areas increased, while the share from "Suburban Periphery" areas declined. This trend aligns with Five Below's deliberate focus on rural and semi-rural locations – a strategic choice likely influenced by existing customer behavior patterns – and might inform where the chain chooses to open its new locations in the coming years.
Ollie’s Bets Big on Bargains
Foot traffic to Ollie’s Bargain Outlet was elevated for the first few months of 2025. Monthly visits experienced consistent YoY growth, and while average visits per location declined slightly in February 2025, they picked up immediately, ending April 2025 with 8.9% more visits per location than in April 2024. Some of this growth may be coming from its recent expansions – the chain opened 50 new stores in 2024.
While Ollie's differs from Five Below in terms of its product selection and price points, both chains share similarities in the demographic makeup of their visitors. The share of visitors coming from rural trade areas across the income spectrum, as defined by the Spatial.ai: PersonaLive dataset, was higher in Ollie’s captured markets than in its potential markets*. Meanwhile, the share of “Young Urban Singles” and “Upper Suburban Diverse Families” was lower in Ollie’s captured market than in its potential market.
This highlights the strength that the chain has among all kinds of rural visitor segments, and can help inform the chains’ expansion strategy as it grows its footprint in 2025 and beyond.
*A chain’s captured market is obtained by weighting each Census Block Group (CBG) in its trade area according to the CBG’s share of visits to the chain – and so reflects the population that actually visits the chain in practice.
Bargain Chains Booming
Five Below and Ollie’s are holding onto their 2024 gains thus far into 2025. With dozens of stores slated to open in the coming months, will the two retailers continue to grow their foot traffic?
Visit Placer.ai/anchor for the latest data-driven retail insights.
Dollar Tree and Dollar General have been major foot traffic winners in recent years, attracting an ever-increasing customer base to their dramatically expanded store counts. And while this growth hasn’t been without its setbacks – like the sale of Family Dollar and recently announced store closures – the segment’s overall strength suggests that there is still room for these chains to continue growing.
We take a closer look at the foot traffic to the two biggest players in the space – Dollar General and Dollar Tree – to understand where the two brands stand.
Dollar General Keeps Things Elevated
Dollar General, one of the largest retailers in the United States, demonstrated a robust start to the year. Overall visits were up by 1.9% YoY in Q1 2025, while average visits per location held steady.
Diving into the monthly visit data offers insight into the slight dips in per-location visits – and potential trends for the chain heading into the second quarter. Dollar General got a strong start to the year, with both overall visits and visits per location elevated in January 2025. However, February’s inclement weather along with the comparison to last year’s leap year drove YoY visits down in February – but by March, foot traffic to the chain had mostly recovered.
By April 2025, YoY visits and visits per location were up 6.5% and 5.4%, respectively – perhaps due to pull-forward of demand ahead of tariffs, but also suggesting a strong start to Q2 2025. Indeed, the company has announced plans to open an additional 725 stores in 2025 – an ambitious goal for a company in a solid position.
pOpshelf Pops Back
Dollar General also operates pOpshelf, a smaller chain offering items at a slightly elevated price point compared to the company’s flagship Dollar General banner. And while pOpshelf will be rightsizing in 2025, with 45 store closures planned, Dollar General continues to build out this higher-priced brand concept, expanding its product offerings to reach a wider range of customers.
This investment in both the pOpshelf and Dollar General concepts suggests that the company is well-positioned to capture a wider customer base across a range of discount retail styles.
Dollar Tree Growth
Dollar Tree, the second-largest discount retailer in the country, has experienced similar visitation patterns to Dollar General. The company, which recently announced the sale of its Family Dollar banner, saw Q1 2025 visits to the Dollar Tree banner increase by 4.8% YoY, while visits per location dipped slightly.
But, like Dollar General, Dollar Tree experienced strong monthly visit growth in April 2025, with visits and visits per location elevated year-over-year by a significant 21.2% and 16.1%, respectively, likely due in part to the pull-forward of demand but also highlighting Dollar Tree’s fundamental strength.
Dollar Tree is aiming to continue this momentum, with a goal of opening around 300 stores by the end of the year and actively expanding its “3.0 Model.” This new store format is designed to offer shoppers a more comfortable experience and includes the addition of extended freezer and refrigerator offerings – suggesting that Dollar Tree may be looking to more directly compete with Dollar General’s grocery offerings.
Final Thoughts
Discount and dollar stores definitively proved their staying power over the past few years. The segment continues to adapt to a rapidly changing economic environment and the shifting needs of consumers – whether by building out extended grocery options or offering discount products across a wider price range.
Will discount stores continue to hold onto their dominance in Q2 and beyond?
Visit Placer.ai/anchor for the latest data-driven retail insights.
Big Chicken's moment in the spotlight has been building for the past few years. The surge in chicken offerings – from Chili’s popular sandwich to the expansion of local and international chicken chains and McDonald’s recently launched McCrispy strips – has spurred considerable traffic in the fast-casual and quick-service dining sectors.
With the year’s midpoint quickly approaching, we took a look at some of the most popular players in the game to see how visits are performing.
Finger-Lickin’ Good Foot Traffic
Chicken is the most popular protein in America, so it’s no surprise that chicken-centric restaurants are thriving. Still, even within this favorable dining landscape, recent years have seen chains like Dave’s Hot Chicken and Raising Cane’s significantly outpace other dining concepts in terms of growth.
Visits to chicken restaurants Huey Magoo’s, Super Chix, Dave’s Hot Chicken, and Raising Cane’s showed impressive year-over-year (YoY) growth in Q1 2025. Dave’s Hot Chicken, recently acquired in a $1 billion deal, experienced the most significant YoY visit growth – 67.2% in Q4 2024 and 60.0% in Q1 2025, followed by Super Chix (26.9% and 19.7%, respectively), with Raising Cane’s and Huey Magoo’s following closely. In contrast, overall fast-casual restaurants saw much more muted growth – and quick-service visits declined slightly in both quarters.
Some of the visit growth is driven by expansions – all of the analyzed chicken chains are growing their footprint to meet growing demand. And most brands are either growing or seeing only minor declines in their average visits per location numbers – suggesting that demand is keeping up with supply.
In terms of performance, Dave’s and Raising Cane’s also saw the most year-over-year growth in average visits per location in Q1 2025, up 11.6% and 3.6%, respectively. While Huey Magoo’s and Super Chix experienced a slight slowdown in visits per location, their numbers tracked closely with those of previous years and the wider fast-casual and quick-service dining segments.
Weekly Visits Take Wing
Overall, weekly visits in April generally maintained their upward trend. Although the week of April 14th saw a slight dip in visits for Huey Magoo’s and Raising Cane’s, both chains quickly returned to growth in subsequent weeks.
And once again, Dave’s Hot Chicken continued to drive the most significant visit increases, with weekly visits surging by 55.1% during the week of April 28th.
Strength in the Suburbs
Each of the analyzed chains has its own unique draw. Huey Magoo’s fans call the chain the “Filet Mignon of Chicken,” while Dave’s Hot Chicken is known for its meticulous, chef-driven approach to fried chicken. Still, diving into the geographic segmentation data for each chain highlights a common thread uniting them: their strength in the suburbs and mid-sized cities.
In Q1 2025, all four chains saw significant shares of visitors originating from the “Suburban Periphery” and “Metro Cities” – defined by the Esri: Tapestry Segmentation dataset as commuter-oriented suburbs and mid-sized cities. However, despite these similarities across major geographic segments, visitors to these chains had their own distinctions as well. Notably, Huey Magoo’s drew 15.4% of its visitors from “Rural” areas, while only 1.9% and 4.4% of Dave’s Hot Chicken and Raising Cane’s Chicken Fingers visitors, respectively, came from those areas.
This highlights that while a significant portion of visitors to these chicken chains come from relatively similar areas, enough distinctions remain within their customer bases to allow for individual brand differentiation.
The Chicken Rush Is On
Chicken chains continue to be one of the most exciting dining categories to watch. As the chains continue to spread their wings, will visits continue to fly with them? Or will the cluck stop?
Visit Placer.ai to keep up with the latest data-driven dining insights.
