Off-Price and Fitness Visits Are Up Nearly 30%

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See which tenant categories are driving the strongest growth in shopping centers this year.

Weekly Update

September 23, 2026

Placer Industry Trends tool (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPY3pxJzW69sMD-6lZ3pPW8GPhkS6mWknZW4tf02t1MvkMwW3G8FVy7pKWPCW6dkVlz6wfgYZW7c4pj295KQ_5W5C0rm19kVTwJW4yCM493nxSSxW5GjPtg2D4vsrW6cppb72JmY1nW7xrlky4lHbLxW5vFrgl1ql0_SW3VG2bm97MhB8W9gbsyX5nWZXQW6q4YpH4MDlXJW7PgGZV6L1FvFN76BmJYqkrNPVG6YWm805t5GW7yc3Bn8w8N7gW4qY0Q_5cHs4yW6bJDF3450MrJf4gL5Dg04 )

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Try Placer Free (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPY3pxJzW69sMD-6lZ3pQW7t0qSn2YmHs2W4s8_Yn4fJrBHW1n694n50JhVDW7SWnMy7TPm_xW5ytl_B5jTj8GW5Jf4dM6-S6VvW6wQh9Q29K1Y1W96ZvVF2P1cKsW481Wjd3N-TXGW8vLptq7TxDPJW4nxbpP3_2XFXW66bMh_18YfXHW6M4s5h4tGv3RMXpdYtCTG1lW38twGx3Tr6QtW2dKRVM2TFkH_W39v_nd8W51SnW31L3mX3YNCwpVWX7gf3DVsDZW49snXD84vz_Jdq7d1l04 )

Latest Content

The New Tenant Mix Playbook (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQR3gV5vW7Y8-PT6lZ3pWW1zvs727s8YPMW7M5Nwy5TV3jrW2mNVbm6drTNbW1CzDZk7qyfLsW6LyTKJ1Hl9-hW4_NrGp5FFCpMW3V45Hn1rTdgMW861Zv35bLhRDW2FqhJr5n8ChlW31BSy_6JkqyHW6zRsCs1B9CNsW1-T21t57bfM3W1KpPxJ7cxJkrW7pFf4w2XsxKwW7p4P5G2YLgpzW1WqDtY7v-6HtVMShNv1tTnNWW97wyRx9lc8vNW18Hb2-7d9_2vW81DLCH4K9jzBW4C3bwx855SMfN45yWDMqMKSjW9hgm8z3h6-m1W72z09G5gNpcYVtxcFM2ZQhB8W61Qsgd25WxbZf2d5wzM04 )

The New Tenant Mix Playbook

See how shopping center tenant mixes are shifting in 2026 – and how landlords can use traffic data to drive frequency, dwell time, and growth.

Read More (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQR3gV5vW7Y8-PT6lZ3pWW1zvs727s8YPMW7M5Nwy5TV3jrW2mNVbm6drTNbW1CzDZk7qyfLsW6LyTKJ1Hl9-hW4_NrGp5FFCpMW3V45Hn1rTdgMW861Zv35bLhRDW2FqhJr5n8ChlW31BSy_6JkqyHW6zRsCs1B9CNsW1-T21t57bfM3W1KpPxJ7cxJkrW7pFf4w2XsxKwW7p4P5G2YLgpzW1WqDtY7v-6HtVMShNv1tTnNWW97wyRx9lc8vNW18Hb2-7d9_2vW81DLCH4K9jzBW4C3bwx855SMfN45yWDMqMKSjW9hgm8z3h6-m1W72z09G5gNpcYVtxcFM2ZQhB8W61Qsgd25WxbZf2d5wzM04 )

A DNB Lesson: Why Warby Parker's Physical.. (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPl5fqCHW50kH_H6lZ3pzW2pBLyn8YVn-6W4h5L6h5l_1z8VcR-z54pJy88W4-6HM15qMYS7Vk-m5-2rJ1F6V-nSfJ3nkgW6W94jt-w6ZjQ9rW29cCCH1cV62MVp6cKD1NDRfLVvLhdd8trWddW2fBghx2FP9TrW3N2nwf9lm_HGW4V43Wy6BMYRTW5d9blm7g-DfNW72BYd-6Qf2ywW5vtLgq2CJHLwW6ZmX9b2k07ZWV1M-Q05wSWpTW3Fwqk64BKrNqW6JWWLM5SmCW_W1W5-dr8pCDQhW1jqKGb7XD6pRW1NSJj7959rzTW7KMxwJ7d0_X8W6_sKQc8JXZkzW7zwy0b96-_TLW4hDkt_1g3QgrW2W5HgF8l--qwVV_dRb8YnqH3W4hXb-66qh7HWW6X5CDk6cJrj3W1DZ7hX1ncpnwf8XBSM404 )

Article

A DNB Lesson: Why Warby Parker's Physical Stores Worked and Allbirds' Didn't

Read More (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPl5fqCHW50kH_H6lZ3pzW2pBLyn8YVn-6W4h5L6h5l_1z8VcR-z54pJy88W4-6HM15qMYS7Vk-m5-2rJ1F6V-nSfJ3nkgW6W94jt-w6ZjQ9rW29cCCH1cV62MVp6cKD1NDRfLVvLhdd8trWddW2fBghx2FP9TrW3N2nwf9lm_HGW4V43Wy6BMYRTW5d9blm7g-DfNW72BYd-6Qf2ywW5vtLgq2CJHLwW6ZmX9b2k07ZWV1M-Q05wSWpTW3Fwqk64BKrNqW6JWWLM5SmCW_W1W5-dr8pCDQhW1jqKGb7XD6pRW1NSJj7959rzTW7KMxwJ7d0_X8W6_sKQc8JXZkzW7zwy0b96-_TLW4hDkt_1g3QgrW2W5HgF8l--qwVV_dRb8YnqH3W4hXb-66qh7HWW6X5CDk6cJrj3W1DZ7hX1ncpnwf8XBSM404 )

The Local Tenant Advantage (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQR3gV5vW7Y8-PT6lZ3kzW6H11f57PrK2MW7wqv6j5xkVTCN8KSvq-LxdgDW2DbJfD1_71TcVSv9--47KjSmW1hf_dd62xv-kW7l3dJr5qR5C8W5bJv5n6RwPSpW5tvkZ96Dk_NCW1nlvHd7pvGS1V2MTWT1_VRXHW6RYJMn4HhSj-W61KssR2SxwLlW97KFLW110CFPW1Dlq6z7vLFYKW6ZjpKK3ctZFQW44lDwK3kTx6mW3VLGfX6pG6_qW2qrTBF7b_PZgW27b91D5LgFbtW3TKGdL6wXk_fW1-nd_w4XvPlnVJk-z-2YMtWHW5Wk31k4y-gcrW1Dz9RL2KWlvKW2YWY0x7g_j90f7Mjr1T04 )

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The Local Tenant Advantage

Read More (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQR3gV5vW7Y8-PT6lZ3kzW6H11f57PrK2MW7wqv6j5xkVTCN8KSvq-LxdgDW2DbJfD1_71TcVSv9--47KjSmW1hf_dd62xv-kW7l3dJr5qR5C8W5bJv5n6RwPSpW5tvkZ96Dk_NCW1nlvHd7pvGS1V2MTWT1_VRXHW6RYJMn4HhSj-W61KssR2SxwLlW97KFLW110CFPW1Dlq6z7vLFYKW6ZjpKK3ctZFQW44lDwK3kTx6mW3VLGfX6pG6_qW2qrTBF7b_PZgW27b91D5LgFbtW3TKGdL6wXk_fW1-nd_w4XvPlnVJk-z-2YMtWHW5Wk31k4y-gcrW1Dz9RL2KWlvKW2YWY0x7g_j90f7Mjr1T04 )

home improve,emt q2 2026 (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPF5fqCHW5BWr2F6lZ3q0W88n5X9102HMKW3G3cFn1G2W34W1x9BqG8CtQdGW2tZNZv5c7py7W8PZYVM6J_6l0VBBPHH4gNnkjW46jCcM1QWgwRW67BSgc3wylT6W3kXfZ34P4KKTW21PWSP5_yS4JN25cJW7mGWTNW7WHDQ94LYq8fW8KSQSR3-tyggW6ksZVW2HnP0pMyqCqymPpMYW4c7ZSt62FS8CW4cwCTN6f3dxJW8VYlXs99mqb3W2GTL9h72R_YbW4yv6w38D1wDrW6sT3qM83Zh9LW83Sp3h6p8pfDW4cmF7X1Wq3TtW73BNSn4nPPM1W5rZ2zS4Q5Kp1W733XVr2GPHh5W21CV2D8Gd7q8W26zXlv2wnrS9W3XXXKl9gsNztW1Q36Jv2fhFW5W3cm-Qz7snNdKW7bL3vq7F3PhdW7JnNdn2l1SH2VCVrrn5Nzg-Bf5Th58-04 )

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Placer.ai August 2026 Mall Index: Open-Air Leads

Read More (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPF5fqCHW5BWr2F6lZ3q0W88n5X9102HMKW3G3cFn1G2W34W1x9BqG8CtQdGW2tZNZv5c7py7W8PZYVM6J_6l0VBBPHH4gNnkjW46jCcM1QWgwRW67BSgc3wylT6W3kXfZ34P4KKTW21PWSP5_yS4JN25cJW7mGWTNW7WHDQ94LYq8fW8KSQSR3-tyggW6ksZVW2HnP0pMyqCqymPpMYW4c7ZSt62FS8CW4cwCTN6f3dxJW8VYlXs99mqb3W2GTL9h72R_YbW4yv6w38D1wDrW6sT3qM83Zh9LW83Sp3h6p8pfDW4cmF7X1Wq3TtW73BNSn4nPPM1W5rZ2zS4Q5Kp1W733XVr2GPHh5W21CV2D8Gd7q8W26zXlv2wnrS9W3XXXKl9gsNztW1Q36Jv2fhFW5W3cm-Qz7snNdKW7bL3vq7F3PhdW7JnNdn2l1SH2VCVrrn5Nzg-Bf5Th58-04 )

August 2026 Placer.ai Office Index (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FRq3gV5vW95jsWP6lZ3nwW3jQWrW8QHsGbW3Td90-4V9HP6W7QcgKx42NhS6W6czwwB1rDRPnVsM5st21yp_pW7nXT007HgbcvW6HvTNC1JsXtDW1B8-M45kjlJBW1wWPbz2jxdvhVvkwZ12fKtVQW5g9SlM1PXTXvW8gcQ5q4sKJx5W3BCMjH2mpsJNW52yTJJ5SKLCZW3fBznq5q9qc_W8D8_6S4wxQsGW3nJZs_63JN8zW69Dlgr4V2JtzW1yXVMH1C2ccWW6rNkh98hQNGwW3SDr1g4WlkrzW2dMCQn4kKKN3W3DlB6K35CSj1W8K3Z1q5xc0mDVkypq_5jjZGcW3BHX2g50wVN6W11zDSn7V54dLW1sdcfC4PTpQjW2P8vqV8mCPTsW7yprYL1RDH2sdxy90404 )

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August 2026 Placer.ai Office Index: RTO Momentum

Read More (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FRq3gV5vW95jsWP6lZ3nwW3jQWrW8QHsGbW3Td90-4V9HP6W7QcgKx42NhS6W6czwwB1rDRPnVsM5st21yp_pW7nXT007HgbcvW6HvTNC1JsXtDW1B8-M45kjlJBW1wWPbz2jxdvhVvkwZ12fKtVQW5g9SlM1PXTXvW8gcQ5q4sKJx5W3BCMjH2mpsJNW52yTJJ5SKLCZW3fBznq5q9qc_W8D8_6S4wxQsGW3nJZs_63JN8zW69Dlgr4V2JtzW1yXVMH1C2ccWW6rNkh98hQNGwW3SDr1g4WlkrzW2dMCQn4kKKN3W3DlB6K35CSj1W8K3Z1q5xc0mDVkypq_5jjZGcW3BHX2g50wVN6W11zDSn7V54dLW1sdcfC4PTpQjW2P8vqV8mCPTsW7yprYL1RDH2sdxy90404 )

Industry Trends

Gain insights into key foot traffic trends for industries across multiple geographies and time periods.

Placer Industry Trends tool (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPY3pxJzW69sMD-6lZ3p0N8m5qgLPyfCqW3yB0cM4GjG-jW7yfMW26k0_16W5Fz50850BWkGW3XN0L_4nrLLnW6QS0t03L8q9cW7P7Ynz4YfC-yV3xnlL7c2q56N3_cxmqm0XTCW7-YGbj5kRqLJVHYKXv5Rw9wVW3rG16h8GY6DbW2z0ctT6ny0RmW2kRnjH2rCmnbW5XVJRM5TQhFyW76P9C91J51VGW6yBRJs79vxLPW3kMZsY5rFFM8W1xN9j590zn7cW4Yk8xH8B9Kchf6X--XP04 )

View Full Report (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPY3pxJzW69sMD-6lZ3p0N8m5qgLPyfCqW3yB0cM4GjG-jW7yfMW26k0_16W5Fz50850BWkGW3XN0L_4nrLLnW6QS0t03L8q9cW7P7Ynz4YfC-yV3xnlL7c2q56N3_cxmqm0XTCW7-YGbj5kRqLJVHYKXv5Rw9wVW3rG16h8GY6DbW2z0ctT6ny0RmW2kRnjH2rCmnbW5XVJRM5TQhFyW76P9C91J51VGW6yBRJs79vxLPW3kMZsY5rFFM8W1xN9j590zn7cW4Yk8xH8B9Kchf6X--XP04 )

Upcoming Events

APR 8

Discover: New York 2027

Book (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQd3gV5vW6N1vHY6lZ3lnW1Fgg1z5mQFVjW4t0t6D5zy6FxW7Z3hnH7NlkCSW7W63tr5zy6RhW5r_dPc43TH1WW7jzKtN13C1rkW8LDl-X8b6TMLVWsST_6JRYmvW706NP53q7HTdW7s9QCs8VQxBVW7g_xJg8hkQhkVFYq0H3pc23BW7fxCVn45XBkHW7M-8mB3yxSQHW3z7CJK563z-XW5XDpKz5MNg2jN630Qsz799kcW7sc3ZH71ndntW5Zdvz86bLr3SN8GLTBtjlX9GW2fx2Ky7_nt7xW6yV_8m2Dggn7f5lK02404 )

SEP 22

Groceryshop 2026

Book (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQx3gV5vW7lCdLW6lZ3psW4bKgDR4cW-YfW511LJX197Rn9W1XyKCQ7FY9C6W8qs-Jb49nsYpVd2HKB8kxkkNVvR2fy6kbtcyW3hJX9g6x9bdSW5LtWpz1M5GbTW2y2QHM8-PPwJW723yM092TbqfW8qln531Tcm18W6RzPdk74FZf0W92LCPv75VbZfW2Fvk8S80stcxM2HbQNftrmDW4gGVpl1fYJ2PW4N9nM-8Nyh4JW9lssyN4kWHk7N76rW77cwkNXW4Lw6JW91lB7gW8QqGDb7Zpg9cW29nS0F4zF1_YW8th3_B85k__bW7mPKRd8r8Q6gdwKd9P04 )

OCT 17

ICMA Annual

Conference 2026

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Yt (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQd3pxJzW6N1vHY6lZ3ptW3BYnw36TVb4YF8jVM4Nw-J0N2Bvm-k6bdV2W2JPjbW7zBTkqN4cL5808bMBgW32LjmK63JQZqW7Jj4XD1d8G0yW6cXGRx7P8slfW3JMYRj35xY5lW2SWrf-8FzB15W7CWX8v4yd2-WW1t36H12JNsNjW4Xqd9b7S_jMMW11hfWT4k78HsW7jnyDV2blFyGVnSV893C8VM9W406Yhm9gX0d5W6kWTV91XZZ6hW3R2q2h9kQ5y4N5DlPLSlsrXqW54w5fy5jFCbsW7TyGJv54mYBPf6qv3kT04 )

X (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FPY3pxJzW69sMD-6lZ3pFW4KFvc986CFDTW7h-yp91-97BzW5W4lTy8VFJH5W6zWmyR1f9J4LW8ztYPL3vbNBBW8H15xf6pbrvWW7LrjZd3mc3-xW3srRnz2dWtL6W2vcfhl8zpMZBW4lBjhw6ScbDgN1vRznvK-mvjW8lTBrs29CtlhW8MN7Yd7nFlFNW7YYxhw3NnkzgW7-K0BD1qTczqVgkqFy5flmm-VMG3xY61wvHkW6R35H685m9SLW5gC2Fq8zCPJpVgffTM7dh4r-f72JZ8R04 )

In (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQx3pxJzW7lCdLW6lZ3n7W6KWn_P2pSwVXW8TFDDJ726hb_W18wKHq3yJH4xW1M_ycd1kRN-FN5zc_FcZJKpDW2lntq_2B3vQNVC-d5T6HrQ-RW5c_H578PCbRbN9f2zvDLZZkpN4qn6MPsx6T6W1xQ-zX4ZPMg9W54SqNw7grSFYW1qf14V22GS2ZV813CG2w1zTTW1BY_8f8fgjLRN3JSlcbWJ5zVVzfvLH9ctDt-W3m52bj19xNDPW6G5Npc1ZhXtKW8BhN2P1cqkGMV5mk2k4KLdPPW2mt9f45PKgfbW8lX2QH8RpmJDVFwj-r6Z1QN3f1TYs8004 )

Ig (https://cK3Xt04.na1.hubspotlinks.com/Ctc/OP+113/cK3Xt04/MVMgY09rZ7QW4ndwQj78Bs1fW9k7knf5VhFk9N5j5FQd3pxJzW6N1vHY6lZ3n4W101r3f4WxwXHN8nMH573p_KFW4yw78S6r10sjW7vYP157t9YndW45DYtY3LvgByW7NMGr51B7FlkW80BGNY7w3JvqVd6QMp86P7Z8W7VtNvD4nwYl3W1D7Ky-6nxc16W4zjV586hLT51W4b95Dv6cRfn6W58gGpG80jQRrW7kRYb01xh9R1W68-RXw1j7My5W54J39n1STQGzW1J0pVm35cTW4W1lQHhr8d0Z24N4--l4Dmh7KFW6Ypkqm2mzsf7W1qbT478Qm6z9W27VCK17BkgJQf2sr86-04 )

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Accession

nse/placer/2026-09-23/2291

From

Placer.ai Research · noreply@updates.placer.ai

Sent

23 September 2026 · 16:00 UTC