Kohl's Demographics and Foot Traffic Insights

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.

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Tariff anticipation drives forward baby product purchases, boosting visits at Babylist showroom and Kohl's Babies"R"Us. The baby category faces disruption, requiring adaptable strategies and clear value communication from retailers.

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Retailers are finding diverse paths to success in 2025. Smaller formats, like Sprouts' compact stores and Kohl's scaled-down concepts, drive visits by reaching new audiences and offering convenience. Conversely, giant experiential stores like Buc-ee's and Scheels also thrive by becoming destinations. Creative use of physical space is key to engaging shoppers.

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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.

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The US economy shows a split. Retail visits rebounded in May-June, driven by value and promotions, after a slow start. This consumer resilience contrasts with a slowdown in manufacturing and port activity since May, as businesses brace for potential tariff volatility in H2 2025.

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JCPenney's "Yes, JCPenney" campaign launched in April 2025, driving visit growth and challenging outdated brand perceptions. The campaign saw broad success, especially in the South and Midwest. It notably resonated with single shoppers, suggesting it attracts a new generation of customers. Initial results are promising for sustained visitor growth.

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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.

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The Lollapalooza festival is a powerful economic driver for Chicago, attracting a highly regional, affluent, and demographically distinct audience. This report analyzes the foot traffic data to reveal how the festival supercharges local tourism and provides valuable insights for both civic leaders and sponsors. 

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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.

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