五大高增长消费市场研究报告

Table of Contents Salt Lake City, UT – Strong Home-Focused Demand Foot Traffic on the Rise Across Salt Lake City NeighborhoodsHome-Centric Retail Outperforms in Salt Lake City Drive-Market Advantage and Cost ResilienceYounger Demographics Fuel Consumer Growth Indianapolis, IN – Family-Friendly Affordability Suburban Families Lead the Charge in IndianapolisCost-of-Living Advantage Boosts Discretionary Spending Raleigh, NC – High-Income Consumers Fueling Mixed-Use Traffic In-Market Visit Growth in Raleigh10Affluent Singles and Professionals Boost Traffic to Mixed-Use Developments in Tampa, FL – Urban Revival Powering Dining Gains Commuter and Visitor Activity on the Rise12Tampa Area Dining Growth Outpaces the Nation12 Key Takeaways: 1.Salt Lake City: Home-Centric Growth and Sustained Consumer Strength Salt Lake City continues to outperform thanks to a young, fast-growingpopulation and a strong homeownership culture. Retailers in home goods, 2.Reno: A Tourism Hub Evolving Beyond Gaming The share of "Singles & Starters" among Reno's visitor base continues to climb– and this generational diversification is transforming the city into a year-round 3.Indianapolis: Family Affordability Fuels Retail Momentum With strong employment, affordable housing, and a favorable cost-of-livingratio, discretionary retail and family-friendly dining concepts are particularly 4.Raleigh: Young, High-Earning Consumers Drive Mixed-Use Expansion Raleigh’s relatively low median age and strong labor market are fuelingdemand for premium dining and retail, leading to foot traffic gains for upscale 5.Tampa: Urban Revival Powers Dining and Retail Gains In-migration of Gen Z and millennial workers, together with rising officeattendance, has boosted commuter and visitor traffic across Tampa’s urbancore – helping Tampa's dining concepts grow faster than the national average Five Consumer Markets to Watch in 2026 Five metros from across the United States stand out for consumer momentum goinginto 2026: Salt Lake City (UT), Reno (NV), Indianapolis (IN), Tampa-St.Petersburg-Clearwater (FL), and Raleigh-Durham (NC). Allfive metro areas saw their populationsincrease by more than the average U.S. metro between 2023 and 2024, Salt Lake City, UT – Strong Home-Focused Demand Utah is one of thefastest-growingstates in the U.S. The state’s population has grownsteadily for more thantwo decadeswith unemployment remaining consistentlybelow the nationwide average, with one of theyoungestworkforces in the country. Foot Traffic on the Rise Across Salt Lake City Neighborhoods All of this positions Salt Lake City – the state’s capital – as a particularly attractivemarket heading into 2026. Location analytics show year-over-year increases in foottraffic across many neighborhoods, from established retail hubs like Sugar House and Home-Centric Retail Outperforms in Salt Lake City Salt Lake City’s diversity in age and household composition as well as Utah's stronghomeownership culture– even amongyounger cohorts– creates opportunities forretail and dining chains across categories. Home-forward concepts are particularlypoised to outperform, as shown by recent location analytics. Traffic to furniture &home furnishing chains increased 7.4% YoY in the Salt Lake City DMA compared to a Reno, NV – Attracting a New Generation of Visitors While Salt Lake City continues to build on its strong foundation, another Western cityis quietly gaining momentum. Reno, Nevada, which is often viewed as a regional In 2024 Washoe County (including the city of Reno)welcomedapproximately 3.8million visitors whose spending of about $3.4 billion generated a total economicimpact of $5.2 billion. This growth signals a robust visitor-economy that supports Drive-Market Advantage and Cost Resilience What makes this particularly compelling is that while Las Vegas, Nevada is facingmounting pressuresfrom increasing costs, the Reno-Tahoe region is showingstrongerresiliencethanks in part to a drive-market model and diversified appeal.Analyzing the traffic data shows that visits from non-residents, non-employees todowntown Reno have increased YoY for the past three years. And though Reno may Younger Demographics Fuel Consumer Growth This generational diversification carries important implications for both retail and realestate investment. As younger visitors drive up spending in food, entertainment, andshopping centers, the market is poised for renewed urban energy – fueling redevelopment across downtown corridors and mixed-use projects. With strategic Indianapolis, IN – Family-Friendly Affordability The Midwest also contains several metro areas on the rise. Large-scale manufacturingprojects likeIntel’s$20 billion chip plants andHonda and LG EnergySolution’s EVbattery facility are spurring housing and retail expansion around Columbus, Ohio. growth linked to its role as aFIFA World Cup 2026host city. And Madison, Wisconsin,is seeing steady consumer growth is supported