Retail
Stay on top of the latest foot traffic trends and data-driven retail insights for everything from grocery stores to shopping centers to specialty brands. Follow industry news and success stories in the world of retail.
Home Depot & Lowe's: Navigating Challenges & Finding Growth in 2025
In the first half of 2025, Home Depot and Lowe's faced visit declines, but trends moderated by July. Home Depot showed regional strength in the Midwest, while Lowe's accelerated its pivot to professional contractors to build a more resilient business model.
What Walmart and Target's Q2 2025 Traffic Reveals About Future Performance
Our analysis of Q2 2025 retail foot traffic data reveals a stark divergence between America’s top retailers. Walmart showcased resilient in-store traffic, validating its omnichannel investments and reinforcing its dominance in essential goods. Meanwhile, Target faced persistent declines, signaling significant headwinds from the consumer pullback in discretionary spending. This report breaks down the data, the underlying strategies, and the investor outlook for both retail giants.
Placer.ai Mall Index: July 2025
Placer.ai's July 2025 Mall Index shows indoor malls grew 1.3% YoY. Promotional events drove mid-month spikes, but not sustained growth. A spotlight on Boise Towne Square reveals how anchor tenants like In-N-Out can create a powerful halo effect. This report offers key insights for retail and real estate executives.
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Retail’s Balancing Act: What the First Half of 2025 Reveals About Evolving Consumer Priorities
The first half of 2025 shows a bifurcated retail market. While foot traffic is up for experiences and value brands, it lags for discretionary items. This is driving leasing momentum in prime locations, even as overall retail sales are propped up by high-income households.
More From Less: How CVS's Rightsizing Strategy Drove Growth in Q2 2025
Pharmacies have weathered a challenging landscape in recent years. We took a look at CVS's visit data to see how the company is faring in Q2 2025, how its rightsizing and optimization efforts have impacted visitation, and what location analytics reveals about some of its strategies.
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The Post-JOANN Arts & Crafts Retail Landscape
JOANN and Party City closed, but not due to low demand. Their smaller size may have affected competition with giants like Michaels, which saw its traffic surge post-JOANN closure. Smaller Blick thrived in a premium niche, avoiding mass-market price competition. The craft market now favors extreme scale or defined premium niches
In-Store Retail Media Networks in 2025
Retail media networks are transforming advertising, leveraging physical stores. Offline traffic often dominates. Understanding regional variations and combining online/offline data is crucial for optimizing campaigns and competing effectively in the ad space.
Service Shift Pays Visit Dividends for Staples
Staples defied retail challenges and store closures by pivoting to services and B2B solutions. Overall visits in Q2 2025 exceeded 2019 levels, and average visits per location significantly increased. This strategic shift has also led to more frequent customer visits.
