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.
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.
Best Buy H1 2025 Traffic Data Suggests a Recovery Is Underway
After steep declines in 2024, Best Buy’s (BBY) store traffic is showing signs of recovery in 2025. Short visits – boosted by BOPIS and major launches like the Nintendo Switch 2 – appear to be driving much of the momentum.
How Athletic Retailers are Weathering the Storm in Q2 2025.
Discover how three major players in the sports and activewear space – DICK’s, lululemon, and Academy Sports – are navigating current economic headwinds through strategic adaptation.
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.
