Category: Thought Leadership

The Halloween Creep: What Early Fall Traffic Tells Us About Neighborhood Retail

Halloween may fall on October 31, but for retailers, spooky season is arriving earlier than ever. Pumpkins are appearing on shelves while temperatures are still climbing, seasonal collections are dropping before students head back to school and consumers are increasingly treating Halloween less like a single-day celebration and more like the beginning of the fall… Read more »

Brewing Value: The Caffeinated Economics of Experience

The U.S. coffee industry didn’t just expand over the past two decades; it redefined what growth means in the category. In the early 2000s, the industry generated approximately $11 billion in annual revenue across roughly 20,000 locations. By 2025, that figure has grown to $74.3 billion across approximately 77,500 locations. The implication is more telling… Read more »

Same Pie, Different Economics: How Demand Is Shifting Within the Pizza Category

Westwood Financial | Market Perspective Same Pie, Different Economics: How Demand Is Shifting Within the Pizza Category Westwood Financial | Market Perspective The U.S. pizza market has remained structurally stable over the past decade, with total unit count holding between approximately 70,000 and 75,000 locations. While the category is often perceived as expanding due to… Read more »

AI Infrastructure Investment and Retail Ripple Effects: A Phoenix Perspective

AI Infrastructure Investment and Retail Ripple Effects: A Phoenix Perspective The conversation around artificial intelligence investment has been dominated by the digital layer, chips, models, compute, and capital. What receives less attention is where that investment physically lands, and what it sets in motion when it does. The jobs it creates, the people it attracts,… Read more »

Florida Migration & Retail Demand

When the business climate shifts, retail demand often follows. Business Migration, Supply Constraints, and Retail Demand in Florida Florida’s economic momentum has been difficult to ignore. The state recently ranked #1 for starting a business in 2026 — supported by access to financing, favorable labor dynamics, office affordability, and a tax structure that continues to… Read more »

Understanding the Ongoing Retail Reset and What It Means for 2026

The U.S. retail sector continues to evolve strategically, reflecting years of deliberate optimization in response to shifting consumer behavior and demand for convenience. What some have labeled a “retail reset” is a reallocation of resources toward necessity-based retail formats that support everyday needs. While some legacy formats rationalize store counts to align with profitability and… Read more »