To support transparency and ease of integration, we provide detailed data dictionaries for our core datasets. Each document outlines field definitions and methodology. Please use the links below to access the full PDF documentation for each product: SpendView+ Data Dictionary Patterns+ Data Dictionary Neighborhood Patterns+ Data Dictionary Each data dictionary can be downloaded and reviewed independently for technical and analytical reference.

Thomas Paulson, Head of Market Insights at Advan Research, presented this deck at BattleFin Miami 2026, highlighting how foot traffic data can unlock insights across healthcare, industrials, materials, and B2B markets. Download deck

At this week’s ICR conference, most presenting retailers announced that they had an on-plan, or better, holiday season. The message from restaurant companies was more nuanced, full-service better (in-line with our preview), limited service, still facing headwinds, which are likely to last for the 1H, excluding the $90bn estimated (per Morgan Stanley) increase in consumption from consumer-facing tax cuts (OBBBA). Yes, lots of talk of AI. It won’t be 2026.

Aritzia reported very strong sales growth for its fiscal Q3, +54% for the US region, and while management guided for a slower rate for FQ4, Advan’s transaction data points to ongoing strength (+50%) suggested a lot of conservatism in that guide. Aritzia is driving strong growth in both established regions (New York, Chicago, and Los Angeles) through strong digital sales and store-level comp-sales increases, and new markets, ahead of having a physical store in them.

In a difficult industry backdrop, Albertsons Co. is driving stronger traffic and less-bad unit trends by amplifying its loyalty offers and passing less cost inflation on to its shoppers; both of which eat into margin. Management doesn’t expect the environment to improve anytime soon, and so, they are doing what they can control – reorganizing, restructuring work streams, and cutting costs to pay for the greater value presented to shoppers, while also contemporizing their services – expanded and fast store delivery (more than half of the quarters digital orders were delivered in 3 hours or less), AI shopping agents, etc.

Chipotle introduced new low-price-point menu items on December 23rd, such as the High Protein Cup of Adobo Chicken at $3.82 and a Single Chicken Taco at $3.50. The aim, in our view, is to address affordability perceptions and put something of substance on the menu for lighter eaters. Traffic built leading into the launch; however, one week later, the enthusiasm waned. Moreover, the stronger period was matched by Taco Bell, which also enjoyed a favorable spurt.

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· Simon Property Group’s 18-year project of turning around the first indoor mall, Southdale, has come to fruition as a sharply curated pinnacle brand and luxury showcase and experience. · Visits were up +11% this holiday season (Nov + Dec). Even consumer spend at Southdale’s legacy retailer Macy’s was strongly up (+17%), outperforming other comparable Macy’s locations in the market. While shopping for Christmas gifts, we visited the first indoor mall in the US — **Southdale Center Mall **in Edina, Minnesota, owned by Simon Property Group.

Amazon, Walmart, Five Below, and Ross Dress for Less have continued to outperform in traffic and spend. Most brands have shown a stronger trend than last week, especially Kohl’s and Ross. Store spend has been less vibrant than traffic due to more shopping around for deals, i.e. some average ticket pressure, and online wallet taking share. Last week, we wrote that we expected the pace of holiday foot traffic to accelerate going into Christmas day, and as shown below, that has happened; however, Advan’s transaction data shows that store spending has not, save department stores and off-price.

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