Insights into the physical world anchored in location analytics

TJX saw strong Q2 2025 performance, exceeding company guidance. HomeGoods led same-store visit growth, while the newest brands, Sierra and Homesense, drove overall traffic increases. The company is also successfully penetrating rural and semi-rural markets, creating a path for continued domestic growth.

Economic uncertainty and rising prices are causing consumers to pull back on discretionary travel, opting for shorter, regional "micro-cations." This shift is reshaping the traditional summer vacation, leading to less driving and flying, a trend visible in gas station and airport traffic data. This cautious consumer behavior is expected to influence the broader retail and travel landscapes for the remainder of 2025.

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.

Kohl's has emerged as an unlikely meme stock. Is there anything lying beyond the internet buzz? We took a look at the company's foot traffic to find out.

CAVA and Sweetgreen saw major visit growth in Q2 2025, but their expansion philosophies differ. See the data comparing CAVA's market depth to Sweetgreen's national breadth.

Find out how leading QSR players Yum! Brands, RBI, and Wendy’s performed in Q2 2025.

Shake Shack Q2 visits up 13.7% (per-venue -1.7%). Wingstop visits up 3.6% (per-venue -6.3%). These divergent paths show brand resilience. Shake Shack appeals to higher HHI. Wingstop's lower HHI family base faces budget pressure, impacting loyalty. Both brands adapt for future success.

McDonald's Snack Wrap re-launch on July 10 drove a significant visit surge, up 15.0% from the 2025 YTD daily average. This initial success highlights the power of nostalgia-driven menu innovation to boost traffic, crucial for McDonald's ongoing efforts to reverse recent sales and traffic plateaus