Retail

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.

Dollar Tree and Dollar General Thrive Amid Inflation Fatigue

Despite 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.

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.

Superstores and Warehouse Clubs Find Early Holiday Momentum

Foot traffic to major warehouse clubs and superstores rose in fall 2025 as Costco, BJ’s, and Sam’s Club continued to thrive in a value-conscious environment, while early holiday promotions drove visits to Walmart and Target.

Lowe’s and The Home Depot See the Future of Home Improvement in the Next Generation

As the home improvement sector adjusts to changing consumer behavior, Lowe’s and The Home Depot show growing potential with Gen Z. Location analytics reveals how both brands are positioning for the next phase of growth in 2025.