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White Paper Recap: October 2023

Shira Petrack
November 2, 2023
White Paper Recap: October 2023

October’s white papers looked at superstore and grocery leaders transforming retail media; grocery holding companies; Q3 performance in key retail and retail-adjacent sectors; and the upcoming holiday season. Below is a taste of our findings. For the full reports, visit our library.

Superstore and Grocery Leaders Transforming Retail Media

The white paper dives into the data to explore innovations in the brick-and-mortar retail media space pioneered by superstore and grocery leaders. 

Retail media networks (RMNs) – advertising opportunities provided by retailers either online or in their physical stores – are catching on like wildfire. And two segments in particular – superstores and grocery chains – continue to spearhead the RMN revolution, especially when it comes to utilizing physical stores. 

Retailers in these categories still attract more visitors to their physical stores than to their websites. This means that advertisements in grocery chains and superstores’ offline channels will potentially be seen by many more people than online ads published through the retailers’ digital channels. By embracing holistic strategies that account for physical visits as well as virtual ones, major chains in these categories are able to unleash the full power of their retail media offerings. 

To find out how location intelligence can be leveraged to optimize retail media networks and read the full white paper, click here.

Banner Variety Within 3 Grocery Giants

This white paper looks at the value that multiple banners bring to leasing grocery companies.

Despite the significant size of the top grocery players in the United States, no single holding company controls the grocery market. Instead, the space is divided between local players, independently-owned national chains, and holding companies that operate a variety of regional and national brands – with every banner serving a different function within each holding company’s family of brands. 

To understand the different purposes of the various banners and read the full white paper, click here

Q3 2023 Quarterly Index

This white paper analyzes the Q3 2023 foot traffic performance of the Grocery, Superstores, Discount & Dollar Stores, C-Stores, Dining, and Movie Theater sectors.

Inflation and high interest rates continued to weigh on consumer foot traffic in Q3 2023, with Overall Retail foot traffic (including Apparel, Department stores, Malls, and Specialty Stores) falling 2.8% year over year (YoY). And as consumers cut down on discretionary spending, Dining visits fell 2.4% YoY. Superstores and Grocery Stores also experienced visit dips of 2.1% and 1.4%, respectively, and C-Store foot traffic remained stable, with shoppers likely minimizing non-essential purchases that could have driven visit growth. 

Meanwhile, Discount & Dollar Stores visits increased 3.4% YoY as shoppers traded down and looked for discounts. And with some consumers preferring spending their limited budgets on experiences rather than on products – and helped by the impressive success of Barbie and Oppenheimer – Movie Theaters foot traffic also skyrocketed.

To dive deeper into each sector’s Q3 2023 performance and read the full white paper, click here

Looking Ahead: Lessons from the 2022 Holiday Season

This white paper looks at last year’s Q4 visit patterns to draw lessons for the upcoming holiday season. 

Superstores draw huge crowds during the holiday season, as consumers seek out Black Friday deals and search for holiday gifts at a bargain. For category leaders like Walmart and Target, the period between Thanksgiving and Christmas is the busiest time of the year. And as the centrality of Black Friday wanes, “Christmas Eve Eve” is emerging as a major shopping day. 

December 23rd’s remarkable visit growth appears to reflect shifting patterns in holiday shopping. The extended holiday season has retailers launching holiday promotions well before Black Friday, which may be coming at the expense of the traditional post-Thanksgiving retail traffic surge. But last-minute gift shopping still needs to be done in-store, which could explain why December 23rd visits are on the rise. Still, the data also shows that Black Friday itself hasn’t lost all its magic for superstores, which continue to draw crowds on the big sales day. 

To read the full white paper, click here

For more data-driven reports and webinars analyzing consumer patterns and retail trends, visit the Placer Library

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