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Insights into the physical world anchored in location analytics
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INSIDER
Report
What is Driving Discretionary Spending in 2025? See which discretionary retail categories are gaining momentum by delivering value, accessible upgrades, and immersive experiences.
Placer Research
October 2, 2025
Industry Trends
Year-Over-Year Visits to Grocery Stores by State
Article
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Article
Sips Of Success: Coffee in Q3 2025The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Bracha Arnold
Oct 24, 2025
4 minutes
Article
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Article
Texas Roadhouse and Chili’s: Strong Q3 Traffic and a Secret Sauce of High-Income DinersThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Ezra Carmel
Oct 23, 2025
5 minutes
Article
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineThe Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
Ezra Carmel
Oct 22, 2025
4 minutes
Executive Insights
Executive Insights
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025The Kroger Co, is a leading player in the grocery store space, operating its epon lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu
R.J. Hottovy & Elizabeth Lafontaine
Oct 21, 2025
4 minutes
Latest
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Article
McDonald’s and Chipotle Face Headwinds in Q3 2025In Q3 2025, McDonald’s and Chipotle contended with slowing traffic and sector-wide dining headwinds. McDonald’s faced visit declines despite promotions, while Chipotle relied on expansion to sustain growth. Both chains enter Q4 balancing momentum against mounting pressure.
Bracha Arnold
October 20, 2025
3 minutes
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Article
Manufacturing Foot Traffic Signals Continued CautionPlacer.ai data shows U.S. manufacturing foot traffic remained below 2024 levels in September, led by sharp declines in autos after the Novelis fire. Despite slight stabilization late in the month, AI-driven automation and shifting production patterns suggest continued industrial caution heading into Q4.
Shira Petrack & Lila Margalit
October 17, 2025
1.5 minutes
Article
September 2025 Placer.ai Office Index: A Fall ResurgenceThe September 2025 Placer.ai Office Index reveals a nationwide office rebound, with visits just 26.3% below 2019 levels. Miami and New York lead recovery, while San Francisco posts a 19% YoY surge amid renewed RTO mandates and AI-driven corporate growth.
Lila Margalit
October 16, 2025
4 minutes
Article
Placer.ai September 2025 Mall Index: Summer Slowdown Extends Into FallAfter a spring rebound, mall traffic cooled through summer and softened further in September 2025. Placer.ai’s Mall Index shows modest YoY declines across mall types in Q3 2025, with outlet malls lagging as value-driven shoppers turn to discount retailers and online deals. Still, steady overall trends suggest a stable foundation heading into the holiday season.
Maytal Cohen
October 15, 2025
4 minutes
Article
Summer Surge for Sturgis as Motorcycles Vroom En MasseThe 2025 Sturgis Motorcycle Rally delivered a major tourism and retail boost to Sturgis, SD. Visits soared nearly 550% over average levels, with affluent suburban travelers creating strong opportunities for local businesses and national brands to engage high-value consumers.
Caroline Wu
October 14, 2025
2 minutes
Article
K-Beauty & Personalization Drive Beauty Traffic After a post-pandemic boom, beauty’s growth has cooled in 2025 – but new cultural and experiential forces are emerging. Ulta’s K-Beauty World taps into America’s love for Korean skincare, while personalized experiences like Lip Lab are bringing diverse shoppers back to retail.
Caroline Wu
October 13, 2025
3 minutes
Article
The Geography of BevAlc Retail GrowthLiquor store visits remain far above 2019 levels despite slowing national growth. Regional patterns reveal Florida, Texas, and parts of the South as emerging BevAlc hubs, while California and the Northeast see declines, signaling strategic opportunities for targeted retail investment.
Shira Petrack
October 10, 2025
2 minutes
Executive Insights
All the Things I Think I Think About Retail Over the Last Quarter: Amazon, Walmart & Why the Box May Soon Be on the Other PorchRetail in 2025 is being redefined by omnichannel convergence, creative merchandising, and tech-driven convenience. Walmart’s 4.5% sales growth underscores its edge over Amazon, while warehouse clubs modernize and grocers uncover new merchandising plays. The winners? Those adapting fastest to a constantly shifting retail landscape.
Chris Walton
October 9, 2025
9 minutes
Article
The Comeback Blueprint for Kirkland’s and Bed Bath & BeyondIn 2025, Beyond, Inc. and The Brand House Collective will rebrand 250–275 Kirkland’s stores as Bed Bath & Beyond Home. Despite softer digital and traffic trends, modest same-store visit gains at Kirkland's suggest potential for renewed growth for the chain.
Lila Margalit
October 8, 2025
3 minutes
Article
Distinct Playbooks Driving Growth in Premium Home RetailRH, Le Creuset, and Sur La Table are outperforming the home furnishings sector by aligning unique strategies to distinct audiences. From immersive, experience-driven retail to research-led, transaction-focused events, each brand shows how tailored positioning drives growth.
Bracha Arnold
October 7, 2025
4 minutes
Article
Do QSR Value Promotions Still Resonate With Consumers?From McDonald’s Extra Value Meals to Pizza Hut’s $2 Tuesdays and Dairy Queen’s Free Cone Day, the latest foot traffic data reveals what types of QSR promotions still move the needle in 2025.
Lila Margalit
October 6, 2025
4 minutes
Article
Who’s Losing Grocery Share to Dollar General – and What Consumer Habit Is Driving Its Growth?Dollar General is rapidly gaining grocery share, fueled by short “in-and-out” trips and a growing role as a food destination. Since 2019, the chain has taken visits from traditional supermarkets while expanding nationwide beyond its Southern core. Cross-shopping shows Aldi as a complementary partner, while Kroger and other legacy grocers feel the squeeze.
Lila Margalit
October 3, 2025
5 minutes
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INSIDER
Report
3 Trends Shaping the Grocery Sector Right Now
Discover the 2025 grocery sector trends driving growth across value, fresh, traditional, and ethnic formats. Learn how shifting consumer behavior, bifurcated spending, and short-trip missions are reshaping retail competition.
Retail
Article
October Promotions Aimed to Capture Demand From Value-Seeking Consumers In-Store and OnlineEarly-October sales events from major retailers aimed to capture value-seeking consumers across channels. While in-store traffic softened, e-commerce activity surged, highlighting how early promotions now set the stage for holiday demand both online and in-store.
Ezra Carmel
October 22, 2025
4 minutes
Executive Insights
Retail Outlook: A Tale of Two Consumers Heading into Holiday 2025Holiday 2025 reveals a split in consumer behavior. Affluent shoppers drive luxury growth, while budget-conscious consumers seek deals. Retail success depends on timing, precision, and understanding shifting priorities.
R.J. Hottovy & Elizabeth Lafontaine
October 21, 2025
4 minutes
Article
Placer.ai September 2025 Mall Index: Summer Slowdown Extends Into FallAfter a spring rebound, mall traffic cooled through summer and softened further in September 2025. Placer.ai’s Mall Index shows modest YoY declines across mall types in Q3 2025, with outlet malls lagging as value-driven shoppers turn to discount retailers and online deals. Still, steady overall trends suggest a stable foundation heading into the holiday season.
Maytal Cohen
October 15, 2025
4 minutes
Article
K-Beauty & Personalization Drive Beauty Traffic After a post-pandemic boom, beauty’s growth has cooled in 2025 – but new cultural and experiential forces are emerging. Ulta’s K-Beauty World taps into America’s love for Korean skincare, while personalized experiences like Lip Lab are bringing diverse shoppers back to retail.
Caroline Wu
October 13, 2025
3 minutes
Latest Reports
INSIDER
Report
Emerging Trends for CRE in 2025This Placer Snapshot examines the evolution of key industries impacting commercial real estate. We explore the shifting dynamics of office visits, the recovery of shopping centers, and population growth patterns across the United States in 2025.
Placer Research
August 28, 2025
INSIDER
Report
A New Era for Retail Giants: Who’s Winning in 2025?Find out how the Dollar General, Dollar Tree, and Costco's hyper growth have changed the retail landscape and see how Walmart and Target can stay competitive in today's value-driven market.
Placer Research
August 21, 2025
INSIDER
Report
LA vs SF: Divergent Office Recovery PathsSee the data on Los Angeles and San Francisco's divergent office recovery paths and understand why Century City is emerging as LA's standout submarket for CRE professionals.
Placer Research
August 4, 2025
6 minutes
QSR
Article
Sips Of Success: Coffee in Q3 2025The coffee segment grew 1.4% YoY in Q3 2025, outperforming broader QSR declines. Starbucks and Dunkin’ saw modest visit drops, Dutch Bros continued to expand, and rising chains like 7 Brew, Better Buzz, Foxtail Coffee, and Black Rock Coffee Bar fueled much of the category’s momentum.
Bracha Arnold
October 24, 2025
4 minutes
Article
McDonald’s and Chipotle Face Headwinds in Q3 2025In Q3 2025, McDonald’s and Chipotle contended with slowing traffic and sector-wide dining headwinds. McDonald’s faced visit declines despite promotions, while Chipotle relied on expansion to sustain growth. Both chains enter Q4 balancing momentum against mounting pressure.
Bracha Arnold
October 20, 2025
3 minutes
Article
Do QSR Value Promotions Still Resonate With Consumers?From McDonald’s Extra Value Meals to Pizza Hut’s $2 Tuesdays and Dairy Queen’s Free Cone Day, the latest foot traffic data reveals what types of QSR promotions still move the needle in 2025.
Lila Margalit
October 6, 2025
4 minutes
Article
Black Rock Coffee's Post-IPO Growth Potential Black Rock Coffee’s $1.32B IPO underscores its rapid expansion, affluent customer base, and similarities to Dutch Bros’ trajectory. With visits up 226% since 2019 and a target of 1,000 stores by 2035, the chain’s strategy highlights significant growth potential in new markets.
Bracha Arnold
September 24, 2025
3 minutes
