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1、July 2024Q2 2024 Retail&Restaurant ReviewDiscover how discount and dollar stores,grocery chains,fitness clubs,superstores,home improvement and furnishingschains,and restaurants fared in Q2 2024.Table of ContentsQ2 2024 Overview3Consumers Double Down on Value and Essential Goods4Discount&Dollar Store

2、s5Expanding Store Counts and Visits5Grocery Stores6Aldi Ahead of the Pack7Fitness8Value Fitness Holds Sway9Superstores10Wholesale Clubs Maintain Their Lead11Home Improvement and Furnishings12Value Fuels Growth at Harbor Freight Tools13Restaurants14Chain Expansion Drives Restaurant Visit Growth15Posi

3、tive Momentum Heading Into Summer16 2024 Placer Labs,Inc.|More insights at placer.ai|2Q2 2024 OverviewThe positive retail momentum observed in Q1 2024 continued into Q2 as stabilizingprices and a strong job market fostered cautious optimism among consumers.Year-over-year(YoY)retail foot traffic rema

4、ined elevated throughout the quarter,withJune in particular seeing significant weekly visit boosts ranging from 4.7%to 8.5%.The robustness of the retail sector in Q2 was also highlighted by positive visit growthduring the quarters special calendar occasions,including Mothers Day(the week ofMay 6th)a

5、nd Memorial Day(the week of May 27th).And though consumer spendingmay moderate as the year wears on,retails strong Q2 showing offers plenty of roomfor optimism ahead of back-to-school sales and other summer milestones.2024 Placer Labs,Inc.|More insights at placer.ai|3Consumers Double Down on Value a

6、nd Essential GoodsOn a quarterly basis,overall retail visits rose 4.2%in Q2.And diving into specificcategories shows that value continued to reign supreme,with discount and dollarstores seeing the most robust YoY visit growth(11.2%)of any analyzed category.Other essential goods purveyors,such as gro

7、cery store chains(7.6%)and superstores(4.6%),also outperformed the overall retail baseline.And fitness a category deemedessential by many health-conscious consumers outpaced overall retail with asubstantial 6.0%YoY foot traffic increase.The decidedly more discretionary home improvement industry perf

8、ormed less wellthan overall retail in Q2 but in another sign of consumer resilience,it tooexperienced a YoY visit uptick.And overall restaurant foot traffic increased 2.6%YoY.2024 Placer Labs,Inc.|More insights at placer.ai|4Discount&Dollar StoresDiscount and dollar stores enjoyed a strong Q2 2024,m

9、aintaining YoY visit growthabove 10.0%for six out of the quarters 13 weeks.Only during the week of April 1stdid the category see a temporary decline,likely the result of an Easter calendar shift.(The week of April 1st 2024 is being compared to the week of April 3rd,2023,whichincluded the run-up to E

10、aster)Some of this growth can be attributed to the continued expansion of segment leaderslike Dollar General.But the category has also been bolstered by the emphasisconsumers continue to place on value in the face of still-high prices and economicuncertainty.Expanding Store Counts and VisitsDollar G

11、eneral,which has been expanding both its store count and its groceryofferings,saw YoY visits increase between 9.1%and 15.9%throughout the quarter.2024 Placer Labs,Inc.|More insights at placer.ai|5Affordable-indulgence-oriented Five Below,which has also been adding locations at abrisk clip,saw YoY vi

12、sits increase between 4.9%and 18.8%.And though Dollar Tree has taken steps to rightsize its Family Dollar brand,thecompanys eponymous banner which caters to middle-income consumers insuburban areas continued to grow both its store count and its visits in Q2.Grocery StoresGrocery store chains also pe

13、rformed well in Q2 2024 experiencing strongly positivefoot traffic growth throughout the quarter.Though the sector continues to face itsshare of challenges,stabilizing food-at-home prices and improvements in employeeretention and supply chain management have helped propel the industry forward.2024 P

14、lacer Labs,Inc.|More insights at placer.ai|6Aldi Ahead of the PackDiving into the performance of specific chains shows that within the grocery segment,too,price was paramount in Q2 2024 with limited-assortment value grocery storeslike Aldi and Trader Joes leading the way.Traditional chains H-E-B and

15、 Food Lion(owned by Ahold Delhaize)both of whichare known for relatively low prices outperformed the wider grocery sector withrespective YoY foot traffic boosts of 11.4%and 8.7%.But ShopRite,Safeway(ownedby Albertsons),Kroger,and Albertsons also drew more visits in Q2 2024 than in theequivalent peri

16、od of last year.2024 Placer Labs,Inc.|More insights at placer.ai|7FitnessFitness has proven to be relatively inflation-proof in recent years thriving even in theface of reduced discretionary spending and consumer cutbacks.Indeed,rising pricesmay have actually helped boost gym attendance,as people so

17、ught to squeeze themost value out of their monthly fees and replace pricy outings with already-paid-forgym excursions.And despite lapping a remarkably strong 2023,visits to gyms nationwide remainedelevated YoY in Q2 2024.2024 Placer Labs,Inc.|More insights at placer.ai|8Value Fitness Holds SwayDivin

18、g into the data for some of the nations leading gyms shows that todays fitnessmarket has plenty of room at the top.Planet Fitness,24 Hour Fitness,Life TimeFitness,Orangetheory Fitness,and LA Fitness all experienced YoY visit growth inQ2 2024 reflecting consumers enduring interest in all things welln

19、ess-related.But it was ES Fitness and Crunch Fitness two value gyms that have been pursuingaggressive expansion strategies that really hit it out of the park,with respective YoYfoot traffic increases of 23.4%and 21.4%.2024 Placer Labs,Inc.|More insights at placer.ai|9SuperstoresThe week of April 1st

20、 saw a decline in YoY visits to superstores likely attributable tothe Easter calendar shift noted above.But the category quickly rallied,and withback-to-school shopping and major superstore sales events coming up this July,thecategory appears poised to enjoy continued success throughout the summer.2

21、024 Placer Labs,Inc.|More insights at placer.ai|10Wholesale Clubs Maintain Their LeadWithin the superstore category,wholesale clubs continued to stand out with CostcoWholesale,Sams Club and BJs Wholesale Club enjoying YoY foot traffic growthranging from 12.0%to 7.4%.But Target and Walmart also impre

22、ssed with 4.6%and4.0%YoY visit increases.2024 Placer Labs,Inc.|More insights at placer.ai|11Home Improvement and FurnishingsInflation,elevated interest rates,and a sluggish real estate market have created aperfect storm for the home improvement industry,with spending on renovations indecline.The acc

23、elerated return to office has likely also taken its toll on the category,as people spend more time outside the home and have less availability to immersethemselves in DIY projects.But despite these challenges,weekly YoY foot traffic to home improvement andfurnishing chains remained elevated througho

24、ut much of the Q2 with June and Aprilseeing mostly positive YoY visit growth,and May hovering just below 2023 levels.This(modest)visit growth may be driven by consumers loading up on supplies fornecessary home repairs,or by shoppers seeking materials for smaller projects.Andgiven the importance of Q

25、2 for the home improvement sector,this largely positivesnapshot may offer some promise of good things to come.2024 Placer Labs,Inc.|More insights at placer.ai|12Value Fuels Growth at Harbor Freight ToolsSome chains within the home improvement category continued to perform especiallywell in Q2 2024 w

26、ith rapidly expanding,budget-oriented Harbor Freight Toolsleading the pack.But Ace Hardware,Menards,The Home Depot,and Lowes alsosaw foot traffic increases in Q2,showcasing the categorys resilience in the face ofheadwinds.2024 Placer Labs,Inc.|More insights at placer.ai|13RestaurantsRestaurants incl

27、uding full-service restaurants(FSR),quick-service restaurants(QSR),fast-casual chains,and coffee chains lagged behind grocery stores and otheressential goods retailers in Q2 2024,as price-sensitive consumers prioritized needsover wants and ate at home more often.Still,YoY restaurant foot traffic rem

28、ained up throughout most of the quarter.Andimpressively,the sector saw a YoY visit uptick during the week of Mothers Day(theweek of May 6th,2024,compared to the week of May 8th,2023)an importantmilestone for FSR.2024 Placer Labs,Inc.|More insights at placer.ai|14Chain Expansion Drives Restaurant Vis

29、it GrowthThe restaurant industrys YoY visit growth was felt across segments thoughfast-casual and coffee chains experienced the biggest visit boosts.Like in Q1 2024,fast-casual restaurants hit the sweet spot between indulgence and affordability,outpacing QSR in the wake of fast food price hikes.And

30、building on the positive YoYtrendline that began to emerge last quarter,full-service restaurants finished Q2 2024with a 1.4%YoY visit uptick.Chain expansion was the name of the restaurant game in Q2 2024,with severalchains that have been growing their footprints outperforming segment averages includ

31、ing CAVA,Chipotle Mexican Grill,Ziggis Coffee,California-based PhilzCoffee,Raising Canes,Whataburger,and First Watch.Chilis Grill and Bar alsooutpaced the full-service category average,aided by the revamping of its“3 for Me”menu.2024 Placer Labs,Inc.|More insights at placer.ai|15Positive Momentum He

32、ading Into SummerRetailers and restaurants in Q2 2024 continued to face plenty of challenges,frominflation to rising labor costs and volatile consumer confidence.But foot traffic trendsacross industries including both essential goods purveyors like grocery stores andmore discretionary categories like home improvement and restaurants suggestplenty of room for cautious optimism as 2024 wears on.2024 Placer Labs,Inc.|More insights at placer.ai|16