1、April 2023Placer.ai Quarterly Index-Q1 2023Dive into Placer.ais Q1 2023 Quarterly Index to find out where theeconomic headwinds are continuing to impact retail performanceand what categories are beating the curve.1Placer.ais Q1 2023 Quarterly IndexFollowing a strong January driven at least partially

2、 by the comparison to an Omicronimpacted 2022 retail traffic slowed somewhat as consumers continued adjusting theirspending habits to inflationary prices.Overall retail visits fell 4.2%year-over-year(YoY),andsome of the pandemics strongest categories including Grocery and Superstores alsosaw visit d

3、ips.And while some of the traffic decrease is due to the success and the uniquebehaviors these sectors last year,the drops also signal that 2023s retail landscape isgoing to look different from what weve seen in recent years.Still,despite the challenges,some categories continued to impress.Fitness c

4、ontinued itsremarkable run,with YoY traffic growth of 18.7%.Discount&Dollar Stores also exceeded2022 levels a noteworthy feat given their strength over the past couple of years.Finally,Dining marked a 2.2%YoY visit increase,indicating that the categorys recovery is stillongoing.2022 Placer Labs,Inc.

5、|More insights at placer.ai|2Discount&Dollar StoresQ1 2023 Weekly Discount&Dollar Store Visit TrendsMany Discount&Dollar Store chains including visit share leaders Dollar Tree and DollarGeneral have expanded significantly in recent years,with foot traffic to the categoryconsistently ahead of pre-COV

6、ID numbers.Now,visit data indicates that growth isbeginning to slow down,with March traffic remaining close to 2022 levels.Still,the sectorssuccess in maintaining its pandemic-era visit gains despite the volatile economicenvironment indicates that Discount&Dollar Stores are now embedded in manyconsu