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.

Costco Early Openings Reshape Store Traffic Patterns
Costco’s early Executive Member hours are reshaping traffic patterns by shifting visits earlier, easing congestion, and encouraging shorter, more efficient trips—enhancing customer experience without raising labor costs.

Are Cracks in Consumer Resilience Beginning to Show?
After stability in early 2025, U.S. retail and dining traffic has declined for three straight months, with weakness spreading across states. Tariffs, income bifurcation, and Gen Z holiday cutbacks signal rising risks to consumer resilience heading into late 2025.

Placer.ai August 2025 Mall Index: Is Consumer Caution Weighing on Mall Performance?
Placer.ai’s August 2025 Mall Index reveals a summer slowdown in mall traffic, with indoor malls showing modest gains and outlet malls closing visit gaps. Shorter visit durations and softer Labor Day results signal rising consumer caution. The holiday season presents a pivotal chance to recapture momentum.

Nordstrom Anniversary Sale: An Event that Continues to Find Success Amid Reinvention
Nordstrom's Anniversary Sale was longer than in previous years, but daily visits during the event were up compared to 2023 & 2024 – highlighting the brand value and positive consumer perception that the retailer has successfully cultivated in recent years.

Where Can Dollar General & Dollar Tree Still Expand?
Dollar Tree's strategic refocus is driving accelerating traffic growth in Q2 2025 while Dollar General's momentum has cooled. Geographic analysis reveals both chains operate in distinct regional strongholds, creating significant white space expansion opportunities rather than direct competition.

Five Below & Ollie's Traffic Signals Growth for Value Retail
Value-oriented retailers Five Below and Ollie's achieved exceptional Q2 2025 visit growth through aggressive store expansion while maintaining strong same-store performance, demonstrating the expanding market opportunity for value-oriented discretionary retail.




