{"id":1004772245,"date":"2025-09-23T02:24:54","date_gmt":"2025-09-23T10:24:54","guid":{"rendered":"https:\/\/www.commercialsearch.com\/news\/?p=1004772245"},"modified":"2025-10-03T00:47:29","modified_gmt":"2025-10-03T08:47:29","slug":"retail-sales-on-the-mend-upswing-or-seasonality","status":"publish","type":"post","link":"https:\/\/www.commercialsearch.com\/news\/retail-sales-on-the-mend-upswing-or-seasonality\/","title":{"rendered":"Retail Sales, Foot Traffic Are on the Mend. Upswing or Seasonality?"},"content":{"rendered":"\n<p><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;6a28cb822d112&quot;}\" data-wp-interactive=\"core\/image\" class=\"alignright size-full is-resized wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"900\" data-attachment-id=\"1004772248\" data-permalink=\"https:\/\/www.commercialsearch.com\/news\/retail-sales-on-the-mend-upswing-or-seasonality\/diagonal_split_backward_zoomed\/\" data-orig-file=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png\" data-orig-size=\"1200,900\" data-comments-opened=\"0\" data-image-meta=\"{&quot;aperture&quot;:&quot;0&quot;,&quot;credit&quot;:&quot;&quot;,&quot;camera&quot;:&quot;&quot;,&quot;caption&quot;:&quot;&quot;,&quot;created_timestamp&quot;:&quot;0&quot;,&quot;copyright&quot;:&quot;&quot;,&quot;focal_length&quot;:&quot;0&quot;,&quot;iso&quot;:&quot;0&quot;,&quot;shutter_speed&quot;:&quot;0&quot;,&quot;title&quot;:&quot;&quot;,&quot;orientation&quot;:&quot;0&quot;}\" data-image-title=\"Adidas_Athleta_Blend_Colliers_Retail_WriteUp\" data-image-description=\"&lt;p&gt;Images obtained from the media kits of Adidas and Athleta (on The Gap&#8217;s website): https:\/\/www.adidas-group.com\/en\/media\/pictures-and-videos and https:\/\/www.gapinc.com\/en-us\/news\/media-center-search?mediacategory=Stores&#038;query=athleta&#038;currentPage=1&lt;\/p&gt;\n\" data-image-caption=\"&lt;p&gt;Apparel brands, such as Adidas and Athleta, also stood to gain from the seasonal shift as athletic wear and sneakers were in high demand among students and families, Solanki told CPE. Images courtesy of Adidas and The Gap Inc.&lt;\/p&gt;\n\" data-large-file=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png?w=1024\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on-async--click=\"actions.showLightbox\" data-wp-on-async--load=\"callbacks.setButtonStyles\" data-wp-on-async-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png\" alt=\"Exterior shot depicting the store front of an Adidas and an Athleta store, some of the brands that witnessed an uptick in retail sales and foot traffic.\" class=\"wp-image-1004772248\" style=\"width:400px\" srcset=\"https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png 1200w, https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png?resize=300,225 300w, https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png?resize=768,576 768w, https:\/\/www.commercialsearch.com\/news\/wp-content\/uploads\/sites\/46\/2025\/09\/diagonal_split_backward_zoomed.png?resize=1024,768 1024w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on-async--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Apparel brands, such as Adidas and Athleta, stood to gain from the seasonal shift as athletic wear and sneakers were in high demand among students and families, Anjee Solanki told <em>CPE<\/em>. <em>Images courtesy of Adidas and The Gap Inc.<\/em><\/figcaption><\/figure><\/div>\n\n\n<p>Retail traffic and sales ticked up in August as seasonal ebb countered economic woes such as tariffs and inflationary pressures.<\/p>\n\n\n\n<p>August saw shop visits climb 1.1 percent year-over-year, while sales also rose, 3.5 percent, according to a monthly retail foot traffic and sales <a href=\"https:\/\/www.colliers.com\/en\/research\/nrep-usret-us-retailer-foot-traffic-august-2025\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">analysis by Colliers<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-inflation-the-double-agent\">Inflation, the double agent<\/h2>\n\n\n\n<p>Sticky inflation nudged short-term gains, leading to an underlying retail sales volume growth of 0.4 percent. Consequently, prices showed little wiggle room with fewer promotions in August, causing consumers to rely more on online shopping, paving the way for a competitive in-store retail road ahead.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity has-very-light-gray-to-cyan-bluish-gray-gradient-background has-background is-style-wide\"\/>\n\n\n\n<p><strong>LISTEN<\/strong>: <a href=\"https:\/\/www.commercialsearch.com\/news\/investment-matters-rocking-neighborhood-retail\/\">Investment Matters: Rocking Neighborhood Retail<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity has-very-light-gray-to-cyan-bluish-gray-gradient-background has-background is-style-wide\"\/>\n\n\n\n<p>Apparel emerged as a frontrunner, with in-shop sector sales jumping 7.6 percent compared to last year. Consumers remained loyal as foot traffic likewise grew, though by a more moderate 4.7 percent. This suggests higher average transactions and indulgent one-off buys drove the increase, rather than a steady acquisition inflow.<\/p>\n\n\n\n<p>Conversely, sustained and stable growth propped up value retailers, which emphasize affordability at a time when consumers become more discerning and disciplined in their spending habits, Anjee Solanki, national director within Colliers\u2019 U.S. retail services and practice groups, told\u00a0<em>Commercial Property Executive<\/em>.<\/p>\n\n\n\n<p>\u201cBrands such as Family Dollar, Ollie\u2019s Bargain Outlet, HomeGoods, Dollar Tree, Five Below, TJ Maxx, Goodwill, Citi Trends and Ross Dress for Less have consistently ranked among the top 10 performers by average visits per location since the beginning of 2025,\u201d Solanki added.<\/p>\n\n\n\n<p>Should economic uncertainty persist, such retailers are on track to continue leveraging their strengths as they refine stock, adopt private labels and lean into convenience to attract frugal customers, she reasoned.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-back-to-school-impacts-retail-sales\">Back-to-school impacts retail sales<\/h2>\n\n\n\n<p>As parents and students prepared to kick off the new school year, their shopping habits aligned with certain brands, which stood to gain from this seasonal variance, Solanki told <em>CPE<\/em>. The data supports this line of thinking. <\/p>\n\n\n\n<p>\u201cRetailers like Michaels, Staples and Citi Trends benefited from strong demand for school supplies, apparel and seasonal items. At the same time, value chains like Ollie\u2019s Bargain Outlet, Goodwill and Ross Dress for Less captured budget-conscious shoppers seeking affordable back-to-school essentials,\u201d Solanki added.<\/p>\n\n\n\n<p>With back-to-school shopping in full swing, budgets got tighter and consumers had to make choices. Certain retail sectors felt the aftermath of their decisions, such as theatres and music venues, which saw foot traffic plunge 26.9 percent, the steepest drop across all categories.<\/p>\n\n\n\n<p>Home improvement stores also recorded slight turbulence, as shoppers deprioritized core DIY projects, opting to conserve cash \u201camid elevated travel and back-to-school spending and limited personal time,\u201d Solanki commented. Home improvement saw a 5.7 percent decline in sales year-over-year.<\/p>\n\n\n\n<p>All this considered, the uptick in sales and traffic mirrors a broader <a href=\"https:\/\/www.commercialsearch.com\/news\/retail-market-trends\/\">retail trend<\/a> visible in CRE, characterized by an increase in investor interest in select subsectors, as it relates, for example, to the <a href=\"https:\/\/www.commercialsearch.com\/news\/single-tenant-retail-is-back-in-favor\/\">single-tenant net-lease retail market<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Do real estate pros have any reason to cheer? Colliers has the data.<\/p>\n","protected":false},"author":3471,"featured_media":1004772248,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[21808,21742,21749,51037],"tags":[47678,35498],"class_list":["post-1004772245","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-latest","category-retail","category-trends","tag-anjee-solanki","tag-colliers"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.4 (Yoast SEO v24.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Retail Sales, Foot Traffic Are on the Mend. 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