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
Executive Insights
Executive Insights
Dutch Bros vs. Dave’s Hot Chicken: The Veteran and the Rookie in America’s Restaurant Expansion RaceThe 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
Kyle Inserra
Dec 10, 2025
3 minutes
Article
Article
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 10, 2025
2 minutes
Article
Article
Is lululemon Poised for a Holiday Rebound?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
Dec 9, 2025
2 minutes
Article
Article
Placer.ai November 2025 Mall Index: Early Strength Offsets a Softer Black FridayThe 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 8, 2025
4 minutes
Latest
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
Article
Darden Heads Into Holiday Season With Strong Visit TrendsDarden is heading into the holiday season with accelerating visit growth across its portfolio. Olive Garden, LongHorn, and Cheddar’s continue to deliver strong same-restaurant gains, while upscale banners like Seasons 52 and Ruth’s Chris are positioned for another robust holiday surge based on early 2025 trends.
Bracha Arnold
December 2, 2025
3 minutes
Article
How Did Grocery Stores Perform This Turkey Wednesday?Turkey Wednesday 2025 drove major traffic to grocery stores, with traditional supermarkets seeing the biggest visit spikes, while value chains led early-week shopping. Dwell times showed a shift from early stock-up trips to quick last-minute runs, and all analyzed major grocers posted year-over-year visit growth.
Lila Margalit
December 1, 2025
4 Minutes
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
Article
Department Stores Ahead of the Holidays Following uneven Q3 results, department stores rebounded in October 2025. Bloomingdale’s led gains, and key shopping days like Black Friday promise to deliver another lift as the holiday season approaches.
Bracha Arnold
November 20, 2025
4 minutes
Article
Red Cup Day 2025 Outperforms Last Year With Bigger Crowds Than BearistaStarbucks’ 2025 Red Cup Day drew higher visits than both the Bearista launch and previous years. Placer.ai data shows visits jumped 44.5% above average as customers lined up for limited-edition cups and holiday drinks – proving that buzz, exclusivity, and timing continue to drive Starbucks’ seasonal success.
Lila Margalit
November 19, 2025
3 minutes
Article
Gap and Urban Outfitters See Visit Increases in Q3After 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
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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