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1、February,2024Q4 2023 QuarterlyIndexFind out how the Fitness,Beauty&Self Care,Discount&DollarStores,Superstores,Grocery Stores,and Dining categoriesfared during last years all-important holiday shopping season.1Table of ContentsOverview of Categories:Q4 2023 and Yearly Review3Fitness:Not Just for New
2、 Years Resolutions Anymore4Budget and High-End Fitness Both on the Rise5Beauty&Self Care:Wellness-Driven Success5Ulta Beauty Stays Ahead of the Pack6Discount&Dollar Stores:Entering the Mainstream7Five Below Above the Rest8Superstores:Capturing the Crowds9Members Only,Please10Grocery Stores:Holding T
3、heir Own11Value Grocers Lead the Way12Dining:Staying the Course13Success Across Dining Sub-Categories14Key Takeaways16 2024 Placer Labs,Inc.|More insights at placer.ai|2Overview of Categories:Q4 2023 and Yearly ReviewLast year ended on a high note for many retailers,with cooling inflation andrebound
4、ing consumer confidence contributing to a robust holiday season.Still,2023was a year of headwinds for the sector,as consumers traded down and cut back onunnecessary indulgences.In the midst of these challenges,some segments thrived.Continued prioritization ofhealth and wellness by consumers drove st
5、rong visit growth for the Fitness andBeauty&Self Care segments which emerged as 2023 winners and enjoyed positivefoot traffic growth in Q4.At the same time,price consciousness drove foot traffic toDiscount&Dollar Stores and Superstores,both of which made inroads into theaffordable grocery space duri
6、ng the year.The Grocery category,too,saw a 4.3%jump in visits last year compared to 2022,aswell as a slight uptick in Q4 visits.And even the discretionary Dining sector held itsown,with a 2.1%year-over-year(YoY)annual increase in foot traffic,and a Q4quarterly visit gap of just 1.8%.2024 Placer Labs
7、,Inc.|More insights at placer.ai|3Fitness:Not Just for New Years Resolutions AnymoreFitness had a particularly strong 2023,buoyed by consumers sustained interest inself-care and wellness.Since the pandemic,gym memberships have graduated from adiscretionary expense to something of a necessity an impo
8、rtant investment inhealth and wellbeing.The category has also likely continued to benefit from thepost-COVID craving for experiences.And quarterly data shows that the Fitness segment is positively flourishing.Throughout most of Q4 2023,Fitness venues experienced YoY weekly visit growthranging from 8
9、.8%to 12.2%.(The unusual visit spike and dip during the last twoweeks of the quarter are due to calendar discrepancies:The week of December 18th,2023 is being compared to the week of December 19th,2022,which includedChristmas Day while the week of December 25th,2023 is being compared to theweek of D
10、ecember 26th,2022,which did not).Budget and Premium Fitness on the RiseDrilling down into the data for several leading fitness chains shows that theres plentyof success to go around.Crunch Fitness ranked by Entrepreneur as 2024s top 2024 Placer Labs,Inc.|More insights at placer.ai|4fitness franchise
11、 led the pack with a remarkable 28.2%YoY annual increase in visits,partly fueled by the steady expansion of its fleet.And while other value gyms likePlanet Fitness also saw robust visit growth,the boost wasnt limited to budgetoptions.Given the Fitness sectors already-impressive 2022 performance,thec
12、ategorys strong YoY showing is especially noteworthy.Beauty&Self Care:Wellness-Driven SuccessBeauty&Self Care was another category to benefit from 2023s obsession withwellness as well as the“lipstick effect”,which sees consumers treating themselves tofun,affordable luxuries when moneys tight.Driven
13、in part by the evolvingpreferences of Gen Z consumers,cosmetics leaders have embraced wellness-focusedapproaches to cosmetics that prioritize self-care and self-expression.This strategycontinues to prove successful:Throughout Q4 2023,Beauty&Self Care chains sawsteady YoY weekly visit growth,especial
14、ly in November and early December perhapshighlighting Beautys growing role in the holiday shopping frenzy.2024 Placer Labs,Inc.|More insights at placer.ai|5Ulta Beauty Stays Ahead of the PackOne brand leading the cosmetics pack in 2023 was Ulta Beauty which drew growingcrowds with its diverse produc
15、t selection.Everybody loves makeup,and Ulta makessure to have something for everyone from discount fare to more upscale products.BuffCity Soap,which now pairs its signature offerings with experiential vibes at some270 locations across 33 states,also experienced YoY annual visit growth of 14.7%.AndBa
16、th&Body Works,which made the Wall Street Journals list of best-managedcompanies for 2023,also saw visit strength,with an overall increase in annual foottraffic,even as Q4 visits saw a slight decline.2024 Placer Labs,Inc.|More insights at placer.ai|6Discount&Dollar Stores:Entering the MainstreamIf we
17、llness was a key retail buzzword in 2023,value was an equally discussed topic.And Discount&Dollar Stores ideal destinations for cash-strapped consumersseeking bargain merchandise made the most of this opportunity.Shoppersfrequented these chains year-round for everything from groceries to home goods,
18、propelling the category firmly into the mainstream.And in Q4 2023,shoppers flocked to discount chains in droves to snag food items,stocking stuffers,and other holiday fare fueling near-uniform positive YoY foottraffic growth throughout the quarter.The week of October 30th seems to havekicked offthe
19、Discount&Dollar holiday shopping season,perhaps showcasing thesegments growing role as a Halloween candy and costume hotspot.2024 Placer Labs,Inc.|More insights at placer.ai|7Five Below Above the RestEvery discount chain is somewhat different and the success of the various Discount&Dollar chains can
20、 be attributed to a range of factors.Dollar Tree and Dollar Generallikely benefited from the broadening and diversification of their grocery selections while Ollies(“Get Good StuffCheap!”)solidified its position as a place to find relativelyupscale items at a bargain.All three chains and particularl
21、y Dollar General andOllies also grew their footprints over the past year.Family Dollar(also owned byDollar Tree)also came out ahead on an annual basis despite the comparison to astrong 2022.Of all the Discount&Dollar chains,Five Below saw the biggest surge in foot traffic,partly as a result of its i
22、ncreasing store count.But the retailers offerings affordabletoys,party supplies,and other fun splurges also appear to have been tailor-madefor 2023s retail vibe.2024 Placer Labs,Inc.|More insights at placer.ai|8Superstores:Capturing the CrowdsDuring the fourth quarter of the year,Superstores saw a s
23、light YoY increase in visits including during the all-important week of Black Friday,beginning on November 20th.(This week was compared with the week of November 21st,2022,which also includedBlack Friday).Like Discount&Dollar chains,Superstores saw an appreciable YoY visituptick during the week of H
24、alloween.2024 Placer Labs,Inc.|More insights at placer.ai|9Members Only,PleaseOn an annual basis,Superstore mainstays Walmart and Target experienced visitincreases of 2.8%and 4.7%,respectively.But while all the major category playersenjoyed a successful year,membership warehouse chains YoY visit num
25、bers wereespecially strong.As perfect venues for mission-driven shopping expeditions,Costco,Sams Club,and BJs likely drew shoppers eager to load up on both inexpensive giftsand essentials.2024 Placer Labs,Inc.|More insights at placer.ai|10Grocery Stores:Holding Onto GainsThe traditional Grocery sect
26、or also held its own during Q4 2023.Notably,grocerystores saw positive visit growth for most weeks of November and December,a periodencompassing the critical Turkey Wednesday milestone no small feat given thedisruptions experienced by the category.2024 Placer Labs,Inc.|More insights at placer.ai|11V
27、alue Grocers Lead the WayUnsurprisingly,it was discount grocery chains that saw some of the greatest YoY visitgrowth,as shoppers including higher-income segments sought to counter inflationwith lower-priced food-at-home alternatives.Whether through opportunistic buyingmodels,private label merchandis
28、ing,or no-frills customer experiences,valuesupermarkets proved once again that even quality specialty items dont have to carryhigh price tags.2024 Placer Labs,Inc.|More insights at placer.ai|12Dining:Staying the CourseEating out can be expensive and when moneys tight,restaurants and otherdiscretiona
29、ry categories are often first to feel the crunch.But the Dining categoryseems to have emerged from 2023 relatively unscathed,with overall yearly visits up2.1%compared to 2022 despite the modest YoY weekly visit gaps in Q4 2023.Andgiven the myriad challenges out-of-home eateries had to contend with i
30、n 2023 frominflation to labor shortages even the minor weekly gaps are quite an attainment.(Asnoted,the last two weeks of the quarter reflect calendar discrepancies).2024 Placer Labs,Inc.|More insights at placer.ai|13Success Across Dining Sub-CategoriesFoot traffic data shows that dining success cou
31、ld be found across sub-categories.Wingstop,Shake Shack,and Jersey Mikes Subs rocked Fast Casual and QSR,withannual YoY visit growth ranging from 11.8%to 20.3%,partly fueled by the chainsgrowing footprints.Full-Service Restaurants also had their bright spots,includingall-you-can-eat buffet star Golde
32、n Corral and two steak venues:Texas Roadhouse andLongHorn Steakhouse.And in the Coffee,Breakfast,and Bakeries space,Playa Bowls led the charge.Thesuperfruit bowl chains affordable,wellness-oriented treats seem to have beencreated with 2023 in mind and during the year Playa Bowls expanded its fleet w
33、hilealso seeing double-digit increases in comparable store sales.Steadily expandingBiggby Coffee and Dutch Bros.Coffee also saw significant YoY foot traffic growth.2024 Placer Labs,Inc.|More insights at placer.ai|14 2024 Placer Labs,Inc.|More insights at placer.ai|15Key Takeaways1.The Fitness catego
34、ry stood out as a major winner for 2023 overall and for Q4specifically,buoyed by consumers continued emphasis on wellness andexperience.2.Beauty&Self Care,led by brands like Ulta,also benefited from 2023swellness-driven culture as well as from the quest for inexpensiveindulgences.The category experi
35、enced positive weekly YoY foot traffic growththroughout most of Q4 2023,with November increases likely highlightingBeautys growing role in the holiday shopping frenzy.3.Discount&Dollar Stores did well in Q4 2023,as consumers flocked to thesegment for everything from groceries to home goods,toys,and
36、candy including for Halloween.4.Annual visits to Superstores outpaced 2022 levels,with membershipwarehouse clubs enjoying a particularly successful year and Q4 2023 perhapsfueled by mission-driven shoppers eager to load up on everything from gifts toessentials.5.Despite disruptions and other challen
37、ges,traditional Grocery Stores heldtheir own in Q4 2023 with YoY quarterly visits 0.6%higher than in theequivalent period of 2022.Value grocers stayed ahead of the pack withsignificant YoY quarterly and annual visit increases.6.Yearly visits to the Dining segment increased YoY,although the category didsee a minor drop in foot traffic during the fourth quarter of 2023.But severalchains across various sub-categories saw continued growth indicating thatthere is still room for success in the space despite the continued headwinds.2024 Placer Labs,Inc.|More insights at placer.ai|16