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1、April 2023Placer.ai Quarterly Index-Q1 2023Dive into Placer.ais Q1 2023 Quarterly Index to find out where theeconomic headwinds are continuing to impact retail performanceand what categories are beating the curve.1Placer.ais Q1 2023 Quarterly IndexFollowing a strong January driven at least partially

2、 by the comparison to an Omicronimpacted 2022 retail traffic slowed somewhat as consumers continued adjusting theirspending habits to inflationary prices.Overall retail visits fell 4.2%year-over-year(YoY),andsome of the pandemics strongest categories including Grocery and Superstores alsosaw visit d

3、ips.And while some of the traffic decrease is due to the success and the uniquebehaviors these sectors last year,the drops also signal that 2023s retail landscape isgoing to look different from what weve seen in recent years.Still,despite the challenges,some categories continued to impress.Fitness c

4、ontinued itsremarkable run,with YoY traffic growth of 18.7%.Discount&Dollar Stores also exceeded2022 levels a noteworthy feat given their strength over the past couple of years.Finally,Dining marked a 2.2%YoY visit increase,indicating that the categorys recovery is stillongoing.2022 Placer Labs,Inc.

5、|More insights at placer.ai|2Discount&Dollar StoresQ1 2023 Weekly Discount&Dollar Store Visit TrendsMany Discount&Dollar Store chains including visit share leaders Dollar Tree and DollarGeneral have expanded significantly in recent years,with foot traffic to the categoryconsistently ahead of pre-COV

6、ID numbers.Now,visit data indicates that growth isbeginning to slow down,with March traffic remaining close to 2022 levels.Still,the sectorssuccess in maintaining its pandemic-era visit gains despite the volatile economicenvironment indicates that Discount&Dollar Stores are now embedded in manyconsu

7、mers regular shopping routine.Discount&Dollar Stores Brand BreakdownWith the exception of Ollies Bargain Outlet which saw a significant increase in YoY visitsbut just a 1.1%increase in visits per venue YoY visits to most Discount&Dollar Stores 2022 Placer Labs,Inc.|More insights at placer.ai|3tracke

8、d closely with YoY visits per venue.Since visit and visits-per-venue trends tend to getdecoupled when a chain expands or contracts its store fleets,the correlations between YoYvisits and visits per venue indicate that the recent expansions undergone by many Discount&Dollar Stores largely normalized

9、in 2022.FitnessQ1 2023 Weekly Fitness Visit TrendsFollowing its COVID hiatus,the Fitness category continued driving remarkable foot trafficnumbers in Q1 2023,with weekly visits consistently up relative to 2022.Weekly visits inJanuary 2023 traditionally Fitness strongest month were up 22.5%to 31.5%,a

10、lthoughsome of that strength is likely due to the disappointing January 2022 performance whenOmicron limited traffic peaks.The double-digit increase in traffic later in the quarter istherefore even more impressive than the January surge,as the comparison to already high 2022 Placer Labs,Inc.|More in

11、sights at placer.ai|4weekly Fitness visit numbers in February and March 2022 reveal the full extent of Fitnesscurrent strength.Q1 2023 Fitness Chain Break DownFollowing the COVID-era rightsizing undergone by several Fitness leaders,all major Fitnesschains analyzed posted YoY gains in Q1 2023,both in

12、 terms of visits and in terms of visitsper venue.This indicates that Fitness venue closures have mostly tapered off,just likeDiscount&Dollar Stores expansions have slowed down and may signal that 2023 will seefewer dramatic store fleet adjustments.2022 Placer Labs,Inc.|More insights at placer.ai|5Su

13、perstoresQ1 2023 Weekly Superstore Visit TrendsWith the exception of the first week of January and the week of Valentines Day,SuperstoreQ1 2023 visits mostly stayed below 2022 levels perhaps another sign that 2023 consumerbehavior is likely to be quite different from that which weve seen in recent y

14、ears.But whilesome Superstore patterns are shifting,other aspects of the Superstore industry remain thesame.Walmart is still the undisputed leader with 57.8%of the visit share in Q1 2023,andthe brand is investing in automation both in-store and at its fulfillment center tomaintain its lead over its

15、competitors.2022 Placer Labs,Inc.|More insights at placer.ai|6Superstore Brand BreakdownThe Superstore category performed well in Q1 2022,making YoY comparisons challenging.Still,Target the second largest Superstore chain saw its visits and visits per venue growrelative to Q1 2022.The chains success

16、 could be partially due to its appeal to youngershoppers,its expanding portfolio of brand partnerships and shops-in-shop,and itsassorted private labels appealing to a variety of customers.2022 Placer Labs,Inc.|More insights at placer.ai|7GroceryQ1 2023 Weekly Grocery Visit TrendsThe pandemic brought

17、 Grocery visits to record peaks,as interest in elaborate homecooking skyrocketed and many consumers clung to any reason to leave the house.But thecategory has experienced particularly steep price increases,and as inflation replacedCOVID as consumers primary concern,Grocery traffic fell.But as more g

18、rocers build outtheir private label options which are typically priced lower than better known brandnames consumers who shifted some of their food shopping away from traditional grocerystores may return and bring traffic back up.2022 Placer Labs,Inc.|More insights at placer.ai|8Grocery Brand Breakdo

19、wnEven as many major Grocery labels see YoY declines,some smaller brands are seeing trafficincreases indicating that despite the economic headwinds,there is still room for growthin the Grocery space.For most of these growing brands,the increases in visits are largerthan the increases in visits per v

20、enue,so at least some of the traffic gains are likely due toexpansions.Still,the fact that these grocers are building out their store fleet whilemaintaining positive or neutral visit-per-venue numbers means that the expansions aremeeting with a ready demand.2022 Placer Labs,Inc.|More insights at pla

21、cer.ai|9DiningQ1 2023 Weekly Visit TrendsDining was one of the hardest hit sectors over COVID,and the category barely had time torecover before inflationary pressures on consumer spending began impacting traffic to thespace.The effect of the current economic headwinds is less apparent when looking a

22、t YoYvisits in early Q1 2023 due to favorable comparisons to an Omicron-plagued January 2022 but the visit dips later in the quarter indicate that the category is indeed seeing itsrecovery limited by inflation.Still,there is some room for optimism the visit gap steadilynarrowed over the last three w

23、eeks of March,which may signal that consumers havebegun making peace with higher prices and are now returning to dining out.2022 Placer Labs,Inc.|More insights at placer.ai|10Restaurant Type BreakdownEven as overall dining visits remain below last years levels,several leading chains aremaintaining o

24、r even exceeding 2022 traffic numbers.McDonalds,which is thrivingunder the current inflationary climate,saw its YoY visits grow 14.5%in Q1 2023.TexasRoadhouse and Starbucks are also enjoying significant visit gains.The success of thesevarious chains from across the dining spectrum indicates that man

25、y consumers are stillfinding room in their budget for the occasional coffee or meal and strong brands appearto be the major beneficiary of consumers dining spend.2022 Placer Labs,Inc.|More insights at placer.ai|11MallsQ1 2023 Weekly Malls Visit BreakdownYear-over-year weekly visits to malls were up

26、in January,largely due to favorablecomparisons with an Omicron-plagued January 2022.But beginning the week of January30th,2023,traffic numbers began to dip as the economic headwinds continued weighingon consumers discretionary spending.As inflation begins to cool and warm weatherreturns,shopping cen

27、ters may well get a boost in Q2 as pent-up demand drives visitors tothe category.2022 Placer Labs,Inc.|More insights at placer.ai|12Mall Category BreakdownTraffic to Open-Air Lifestyle Centers tracked closest to last years numbers,with visits downjust 1.1%relative to Q1 2022 perhaps thanks to the Op

28、en-Air Lifestyle Centers addeddraw as a social and entertainment hub.The across-the-board increase in dwell time couldalso indicate that more people are visiting shopping centers to do more than just shop soat least some of the traffic dip could be coming from consumers taking longer trips anddoing

29、more with each visit.2022 Placer Labs,Inc.|More insights at placer.ai|13Key Takeaways1.Q1 2023 visits to Discount&Dollar Stores remained ahead of 2022 levels,buttraffic growth was not as marked as it has been in previous years,indicating that thesectors massive fleet expansions have slowed down.At t

30、he same time,the fact thatvisits remain steady in a difficult retail environment highlights the sectors ongoingappeal.2.The remarkable strength of the offline Fitness sector continued in Q1 2023,withYoY visits up by double digits every week of the quarter and the categorys successis driving visit gr

31、owth at all analyzed Fitness chains.3.Visits to Superstores took a YoY dip in Q1 2023 as consumers consolidated tripsand tightened budgets.Still,Walmart remains the Superstore visit leader,andTarget continued seeing visit growth indicating while some things may bechanging,other aspects of the Supers

32、tore landscape remain the same.2022 Placer Labs,Inc.|More insights at placer.ai|144.Visits to the Grocery sector have normalized following their pandemic highs,withthe increase in food prices likely impacting traffic growth.But visits to some smallerchains increased in Q1,indicating that despite the

33、 economic headwinds,there is stillroom for growth in the Grocery space.5.Overall Dining visits were up YoY,but visit gaps opened up towards the end of thequarter,so the current economic headwinds are likely hampering the categorysrecovery.Still,several Dining leaders across various sub-sectors saw v

34、isit growth,which could mean that consumers are taking fewer risks with their Dining spendand favoring familiar brands.6.Mall traffic fell YoY for the three shopping center categories analyzed,but mediandwell time increased,which could mean that consumers are taking fewer trips tomalls but making more out of each visit.2022 Placer Labs,Inc.|More insights at placer.ai|15