Retail

All The Things I Think I Think About What I Got Right And Wrong About Retail In 2025

Discretionary Retail in 2025: A Year of Discernment, Reinvention & Small Joys

Surprises You Should Have Expected

Younger Shoppers, Consolidation Boost Holiday Traffic to Michaels & Hobby Lobby

RE(I)KEA: Setting Their Own Promotional Calendar

Seasonal Foot Traffic Trends Tells a Tale of Two Types of Retail Corridors

Foot traffic trends reveal that flagship-led and lifestyle-driven retail corridors vary in their seasonal foot traffic patterns, but both types of corridors are poised for a busy end to the holiday season.

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. 

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.

DICK's Sporting Goods Riding Positive Visit Trend into the Holidays

DICK’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.