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Discretionary Slowdown Impacts Kohl's & Macy's Mid-Market Brands – Placer.ai Blog
https://www.placer.ai/anchor/articles/discretionary-slowdown-kohls-macys
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Q2 2025 data shows how a bifurcated retail landscape is impacting mid-market retailers, as traffic to the Kohl's and Macy's banners fell while visits to Macy's luxury brands remained resilient.