Industry landscapes
Industry report

Funding and advertised pay are reported in USD; filed accounts retain their stated source currency and basis.

Exchange-rate basis

Indicative conversions use ECB reference rates dated 2026-09-14, applied consistently across all periods. They are not historical exchange rates. Indian rupees may use crore (1 crore = 10 million); other currencies use K, M and B. CSV downloads, source documents and quoted news headlines retain their original currencies.

THE SAN FRANCISCO EDITION 2026

San Francisco’s
retail industry,
in focus.

The companies, capital and talent shaping retail in San Francisco. Find the leaders. Understand the segments. See where the activity is.

Snapshot: Funding in USD
Illustrated cover for Retail Industry Landscape of San Francisco
US
COMPANIES · CAPITAL · TALENT

An industry ecosystem,
measured in context.

Retail illustration
MEET THE COMPANIES

Explore San Francisco’s retail leaders

24 featured companies from the funding, hiring, revenue and team-size leaderboards.

Expand panel +
Retail company highlights in San Francisco, snapshot 7 August 2026
Company
Squaresquareup.com$2.71B—9,358$3.21BFYFY2018 filing
Fairefaire.com$1.39B—569—
Tradeshifttradeshift.com$1.24B———
Quincequince.com$969.5M—175—
Boltbolt.com$947M—385—
Wish Shoppingwish.com$928.7M—739—
SpotOnspoton.com$923M—1,398—
Heydayheyday.co$800M—156—
Brilliant Earthbrilliantearth.com—11 roles767$437.48MFYFY2025 filing
Dolls Killdollskill.com—11 roles300—
Amadaamadawellness.com—10 roles——
AppDirectappdirect.com—10 roles986—
Grocery Outletgroceryoutlet.com—10 roles969$4.37BFYFY2024 filing
Booksybooksy.com—9 roles112—
Farmgirl Flowersfarmgirlflowers.com—9 roles197—
Huckberryhuckberry.com—8 roles133—
Afreshafresh.com——165—
Algoliaalgolia.com——758—
Algonomyalgonomy.com——293Financial figure available in RadarView in Radar
Allbirdsallbirds.com——505$152.47MFYFY2025 filing
Grovegrove.co——1,117$173.72MFYFY2025 filing
Stitch Fixstitchfix.com——6,749Financial figure available in RadarView in Radar
The Gapgapinc.com——95,000Financial figure available in RadarView in Radar
Williams-Sonomawilliams-sonoma.com——21,100$5.67BFYFY2019 filing
24 featured companies

Locked revenue figures are available in Radar; the eight company financial previews stay the same throughout this page. A dash means the figure is outside these featured lists. Revenue years vary by company; the figures are not a like-for-like revenue comparison. Compare annual accounts ↗

Company discovery

Recorded evidence only

Explore the live startup set in Radar

No company example met every recorded classification, independence and public-profile gate in this snapshot. The live directory may have newer qualifying companies.

Explore classified startups in Radar ↗
THE KEY SIGNALS

Retail industry KPIs in San Francisco

A few useful ratios bring the size of this ecosystem into perspective.

7 August 2026
Hiring participation6.6%

112 of 1,689 tracked companies have open roles.

Funding participation34.0%

574 of 1,689 tracked companies have a recorded round.

Top 3 funding share19.9%

Share of disclosed capital received by the three largest recorded recipients.

Median disclosed round$6.25M

Midpoint of 824 rounds with a disclosed amount.

Scale is concentrated. Opportunity is broader. The three largest funding recipients hold 19.9% of disclosed capital, while 66.0% of tracked companies have no recorded funding round.

Explore the segments →
CAPITAL & COMPANY FORMATION

How San Francisco retail has grown

Recorded company formation and disclosed funding across the complete annual series shown.

Expand panel +
2016 — 2025

Disclosed funding by year

Sum of recorded funding rounds · USD

San Francisco retail
$0$1.93B$3.86B$5.79B$7.71B2016: $614.98M20162017: $625.53M20172018: $2.51B20182019: $2.45B20192020: $3.27B20202021: $6.77B20212022: $2.16B20222023: $1.26B20232024: $801.56M20242025: $804.03M2025
View the numbers
Annual retail funding and company formation in San Francisco
YearFunding (USD)FoundedRaising
2016$614.98M8865
2017$625.53M8871
2018$2.51B8082
2019$2.45B7778
2020$3.27B12069
2021$6.77B104105
2022$2.16B6071
2023$1.26B8757
2024$801.56M6747
2025$804.03M1332
WHERE CAPITAL SITS

Funding concentration

Share of all disclosed company funding.

  • Square10.1%
  • Faire5.2%
  • Tradeshift4.6%
  • Other companies80.1%

Funding by stage

1,001 recorded rounds since 2016

NUMBER OF ROUNDS
Seed & Angel409 40.9%
Series A–B346 34.6%
Series C+ / PE141 14.1%
Grants, debt & other105 10.5%

Recent recorded rounds

Latest recorded rounds · USD
8 rounds

Swipe or scroll horizontally to browse.

Seed05/2026
District $14.7M

Backed by Andreessen Horowitz and Kindred Ventures and others.

Series B04/2026
Afresh $34M

Backed by Just Climate and Highsage.

Series E03/2026
Quince $500M

Backed by IconiQ and Basis Set Ventures and others.

Series A03/2026
SkySelect $9M

Backed by Verb Ventures and The Rock Creek Group and others.

Seed02/2026
Fibr $5.7M

Backed by Accel and WillowTree and others.

Largest and notable recorded rounds

Each card is one recorded round
10 cards

Swipe or scroll horizontally to browse.

Series G11/2021
Fairefaire.com$596.21M

Backed by Durable Capital Partners and Dragoneer Investment Group and others.

Series C11/2021
Heydayheyday.co$555M

Backed by The Raine Group and General Catalyst and others.

Series E04/2019
PAX Labspax.com$445.67M

Backed by Tao Capital Partners and Tiger Global Management and others.

Series D10/2021
Boltbolt.com$399M

Backed by Untitled Investments and Willoughby Capital and others.

Series E12/2021
Boltbolt.com$355M

Backed by BlackRock and Schonfeld and others.

Series F05/2022
SpotOnspoton.com$300M

Backed by Dragoneer Investment Group and Andreessen Horowitz and others.

Series E09/2021
SpotOnspoton.com$300M

Backed by Andreessen Horowitz and DST Global and others.

THE BUSINESS BEHIND THE ACTIVITY

Revenue, profitability & financial strength

Annual accounts for reporting companies linked to this landscape, on like-for-like currency and reporting bases.

Expand panel +
USD · millions · consolidated

Display conversions use the dated reference rates above. Where a verified rate is unavailable, figures retain their source currency. Each reporting cohort keeps its currency and accounting basis separate.

FY2025 · company accounts; aggregate reporting threshold not met · 3 reporting entities from 9 eligible matches.

Revenue in covered accounts—

Sum of reporting-entity revenue; not San Francisco market sales.

Net profit / loss—

Combined result for the same cohort.

Aggregate net margin—

Combined net income ÷ combined revenue.

Median company revenue—

The middle covered reporting entity.

Profitable entities—

None of 3 covered entities.

Top-five concentration—

Share of covered revenue from the five largest entities.

Annual account trend

Reported cohort totals by year; coverage is stated for every period.

Bar height shows revenue. Changes in coverage can affect totals.

Profitability has two perspectives

FY2025 · 3 reporting entities

Open the company accounts

Up to eight fixed company previews show financial amounts. Search and sort the wider company list, then continue in Radar.

3 reporting entities
Continue your financial research in Radar

Explore full company accounts and filings.

View financials in Radar ↗
SAN FRANCISCO · INDUSTRY COHORTS

How does retail compare?

Each pair uses the same year, currency and reporting basis. Cohort overlap is disclosed.

IndustryCovered / eligibleRevenue totalMedian revenueNet profit / lossAggregate marginProfitable shareOverlap

Available-account cohorts are not estimates of whole industries. Overlapping entities can occur in more than one cohort; do not add cohort totals.

Coverage, calculations & financial sources

Filed annual accounts for exact designated national identifiers. Every aggregate and peer pair uses one fiscal year, source currency and reporting basis; periods, coverage and overlap are explicit; 2026 partials are excluded.

The same up to eight reporting entities remain open across years, filters and sorts. Other company figures are available in Radar.

Source currencies and accounting bases stay separate. Missing accounts are excluded rather than treated as zero. Exact reporting periods appear on company previews. Annual totals can change with coverage and do not measure growth of a fixed company cohort.

DIGITAL FOOTPRINT

Web traffic, app reach and release cadence

How the San Francisco companies on this page show up online: the sites people visit, the apps they install, and how often those apps ship.

Busiest websites

108 of the 1,689 companies on this page carry a measured traffic record (6.4%); these are the largest of those, by monthly visits. The median among them is 479,729 visits.

CompanyMonthly visitsAuthorityMobile
Craigslist websitecraigslist.org116,952,3539071.8%
Rakutenrakuten.com110,253,6967366.4%
Tremendoustremendous.com65,064,4564798.1%
Gapgap.com49,708,5438278.8%
Quincequince.com26,167,0936281.9%
Supersuper.com23,418,0264992.3%
Redbubbleredbubble.com16,051,8117467%
Booksybooksy.com11,432,5657173.9%
BabyCenterbabycenter.com9,936,4277787.8%
ManyChatmanychat.com8,860,3235551.7%

Visits and authority are third-party web estimates, not company-reported figures.

Most-installed apps

163 of these companies (9.7%) publish at least one Android app — 291 apps in all, carrying 855M installs between them.

Installs are lifetime totals to date at the June 2026 store reading — a measure of reach, not of people using an app today.

App reach by segment

The busiest app inside each of this page’s own segments, with the quarterly release trend behind it (2023Q3–2026Q1).

SegmentAppsInstallsLeading appRelease trend
Horizontal E-Commerce17672.9MWish: Shop and Save 645.9M
Online Mom & Baby Care3475.1MPregnancy App & Baby Tracker 35.1M
Local Services2238.8MBooksy for Customers 21.7M
Social Platforms537.5MPregnancy & Mom Chat — MomLife 2.1M
Beauty Tech1127.1MBooksy Biz: For Businesses 3.2M
Sme Business Management Software1525.6MSpotOn 475.4K
Coupons And Deals825.5MRakuten: Cash Back and Deals 14.8M
Pre-K Edtech2622.3MMore Trucks by Duck Duck Moose 8M

A company can carry several segment tags, so these rows overlap and should not be added together. Trend lines are zero-based and share one quarter grid, so a flat line is a quiet segment, not a missing one.

Release cadence by quarter

New apps published, beside apps whose most recent update landed in that quarter — the second bar is how much of the shelf is still being maintained.

2023Q2: 62023Q2: 02023Q22023Q3: 82023Q3: 32023Q32023Q4: 72023Q4: 62023Q42024Q1: 92024Q1: 32024Q12024Q2: 82024Q2: 72024Q22024Q3: 42024Q3: 72024Q32024Q4: 42024Q4: 92024Q42025Q1: 52025Q1: 72025Q12025Q2: 92025Q2: 82025Q22025Q3: 92025Q3: 182025Q32025Q4: 102025Q4: 292025Q42026Q1: 62026Q1: 392026Q1

Darker bars are new releases, lighter bars apps updated. 274 of 291 apps carry a release date. The series ends at 2026Q1, the last quarter that closed before the June 2026 reading.

INSIDE THE INDUSTRY

The San Francisco retail market map

Explore the segments behind the headline numbers.

Expand panel +

Where companies are building

Rank segments by scale, hiring or disclosed funding.

Consumer digital831
B2c e-commerce732
Enterprise tech535
Commerce enablers416
Enterprise software374
Internet first brands295
Saas239
Retail saas219
Marketplaces184
B2c fashion e-commerce183
E-commerce saas177
Internet first fashion brands114

Companies can sit in several segments. Counts and funding overlap.

SEGMENT TO EXPLORE

Consumer digital

The largest measured segment in this report snapshot.

831companies
6.3%have hiring activity

52 companies hiring · $9.84B disclosed funding

Explore in Radar

How companies make money

Common revenue models; a company can use more than one.

E-commerce - product825
Subscription762
E-commerce - service404
Commission on transaction291
Advertising197
Physical commerce161
Fee-for-service69
Sponsorship9
THE COMPANIES IN MOTION

Who is listing, hiring leaders, launching and winning work

Recorded corporate activity linked to companies in this landscape.

Expand panel +
Recent corporate headlines 10 dated reports
Mergers & acquisitionsworldly.io ↗

Worldly, the leading sustainability and supply chain intelligence platform for the consumer goods industry, has acquired Bendi Software, a UK-based supply chain mapping and supplier risk intelligence company.

Funding roundsmanifestcommerce.com ↗

A trans‑Tasman startup has raised $2 million in pre‑seed funding to help advertising agencies better track and value their work amid the rapid adoption of AI across the sector.

IPO activityallbirds.com ↗

Less than five years after the sneaker maker‘s $3 billion IPO, Vernachio is now asking shareholders to approve a deal, announced April 15, to sell the company’s assets to American Exchange Group for just $39 million.

Funding roundsafresh.com ↗

Oakland-based Afresh an AI-powered company selling software to track demand and manage orders for fresh produce in grocery stores.

Funding roundsdeliverr.com ↗

Deliverr founder Harish Abbott raised an $85 million Series A round late last year to help automate work done by freight shippers and carriers.

Mergers & acquisitionsappdirect.com ↗

In December 2025, AppDirect acquired Tackle.io, the cloud go-to-market platform that supports more than $20 billion in hyperscaler marketplace transactions.

Funding roundsclaros.so ↗

Power management company Claros recently raised $30m in a seed round to fund the development of an integrated voltage regulator – a type of electronic device placed beneath or on a chip to maintain a stable voltage that is meant to reduce power losses – and a direct current power distribution platform.

Funding roundsrubi.earth ↗

Rubi, the company pioneering the next era of manufacturing with technology that transforms carbon into essential materials, today announces a $7.5 million funding round and significant commercial traction, including multi-year offtake term sheets worth over $60M with leading fashion brands and manufacturers, eight new commercial partnerships, and moving pilots into larger-scale production testing.

Funding roundsskyselect.com ↗

The investment will be used to enhance SkySelect´s AI sourcing and procurement optimisation tools.

Funding roundsbinti.com ↗

Pivotal recently put $3 million into a company called Binti, Fortune is the first to report, a direct investment not attached to any fundraising round.

Full recorded event mix

Top 10 categories among 829 recorded events in the 24-month window.

Earnings
191
Leadership moves
140
Company announcements
136
Funding rounds
106
New products
89
Mergers & acquisitions
72
Lawsuit
25
Asset acquisitions
24
Capital infusions
15
Contracts
15
7 activity cards

Swipe or scroll horizontally to browse.

IPO pipeline

1 companies with recorded IPO activity

Allbirds ↗

IPO · NASDAQ5 reports

Leadership moves

61 tracked people moves

Fast ↗
Clive Wilson

Appointment Managing Director

Rest. ↗
Darran Arnott

Appointment general manager, digital

Rest. ↗
Sonia Bluzmanis

Appointment head of strategic, partnerships, investments

Abby Teisch

Promotion Chief Marketing Officer

Aujsha Taylor

Promotion President of its Rejuvenation division

Vicki McWilliams

Promotion President of stores and customer care

Felicia Thornton

Appointment Independent Director

AppDirect ↗
Mariane Louvet

Appointment Director of Provider Management

Product launches

Products, platforms and features in the recorded window

PawCo ↗
Magic Bars

Dog Food

PawCo ↗
Magic Toppers

Dog Food

Worldly ↗
Supplier Compliance Management

Product

Rakuten ↗
Shiba Inu (SHIB)

Cryptocurrency Token Listing

Petcube ↗
Dog snacks

Pet treats

Algolia ↗
Shopify integration enhancements

Integration

Extend ↗
ERP integrations

Expense management platform

Shippo ↗
Shippo Intelligence

Feature

Contract wins

9 recorded customer wins

Zippin ↗

Customer: melbourne cricket groundSports/Retail

Worldly ↗

Customer: gobluChemicals

Volition ↗

Customer: hologic

Customer: ontrac

Fast ↗

Customer: inland revenue departmentGovernment

Quince ↗

Customer: SurcarePublic Relations

Regulatory events

4 recorded events

financially compensated 100-150k consumersHungarian Competition Authority (GVH)

Rakuten ↗

fined for AML and CTF breachesCSSF

investigation concludedHungarian Competition Authority (GVH)

Square ↗

conditional approval to create ILC banksFederal Deposit Insurance Corporation

Litigation

22 tracked suits

Company
Shareholder v grocery outlet

misrepresentations regarding the Company’s restructuring planClass Action · Filed

Company
N, A v grocery outlet

securities fraudClass Action · Ongoing

Earnings pulse

Reported company results in the recorded window.

15companies
223period observations
2.7%median reported growth

Median across 190 reported growth observations; companies may contribute multiple periods.

Mergers and acquisitions

Company-linked deal reports; status is preserved as recorded.

Acquirer → targetStatusDateValue / context
Worldly→Bendi Software LtdAnnounced2026-05-04Not stated in snapshot
Rakuten→InnoeyeAnnounced2026-04-28Not stated in snapshot
AppDirect→partnerstackAnnounced2026-04-20Not stated in snapshot
american exchange group→Allbirds ↗Announced2026-04-16$39.0M
AppDirect→Tackle.ioCompleted2026-04-14Not stated in snapshot
AppDirect→vcom solutionsCompleted2026-04-14$100.0M

A discussion or rumour is not a completed transaction. An unstated value is not zero.

PEOPLE & OPPORTUNITY

The talent market

5,172 postings in the preceding 12 months. The full 8,172-posting snapshot covers 253 employers.

Expand panel +

Most advertised job titles

Speech Language Pathologist In Federal Way, Washington $2,690/Week99
Client Success Associate (Entry Level, Remote)97
Client Success Expert (Remote)84
Chief Financial Officer (Cfo)80
Independent Operator Store Manager76
Rn House Supervisor In King City, California $2,957/Week71
2 internship postings

408 tracked postings mention remote work.

The seniority mix

2,590 postings specify a level.

unspecified
5,582
manager
1,496
senior
538
lead
278
entry
200
intern
78

Skills employers mention

Top skills across 8,172 tracked postings in the available jobs snapshot.

Python
61
Excel
57
React
53
Aws
53
Sql
37
Typescript
35
Docker
32
Ai
31
Kafka
30
Salesforce
27
ADVERTISED PAY$81.0K/ year

Median across 649 postings with pay data, expressed in USD.

Salary by seniority

manager$106.5K/ year162 postings
senior$130.0K/ year51 postings

Advertised posting medians do not describe all employees or roles.

THE PEOPLE BUILDING THE FIELD

Founders and leaders

1,064 founders and chief executives across 721 companies.

Expand panel +
12 profiles

Swipe or scroll horizontally to browse.

Education networks

272 profiles with education records.

Stanford University
65
University of California (Berkeley)
37
Harvard University
35
Harvard Business School
29
Massachusetts Institute of Technology
21
University of Pennsylvania
19
Stanford Business School
16
Yale University
12

Prior employers

107 profiles with prior-work records.

Google
25
Microsoft
14
Uber
12
Facebook
11
Amazon
7
McKinsey
6
Boston Consulting Group
6
Bain
6

Profiles cover recorded founders and leaders; contact details remain in Radar.

NEWS INTELLIGENCE

How this industry appears in the news

27,205 articles in the measured 12-month window.

Expand panel +
27,205articles in the measured year
6,076articles in 2026Q1
60.4%positive tone in the latest complete year

News volume trends

Retail coverage tagged San Francisco · articles per complete quarter

03,0206,0399,05912,0782021Q2: 5,8652021Q22021Q3: 7,6242021Q4: 5,8862022Q1: 6,7372022Q2: 6,1972022Q22022Q3: 5,6402022Q4: 6,3492023Q1: 6,5282023Q2: 7,2992023Q22023Q3: 6,2042023Q4: 8,1812024Q1: 8,0892024Q2: 6,7142024Q22024Q3: 8,0192024Q4: 7,2662025Q1: 10,5032025Q2: 6,7362025Q22025Q3: 8,6202025Q4: 6,0462026Q1: 6,0762026Q1
View quarterly article counts
QuarterArticles
2021Q25,865
2021Q37,624
2021Q45,886
2022Q16,737
2022Q26,197
2022Q35,640
2022Q46,349
2023Q16,528
2023Q27,299
2023Q36,204
2023Q48,181
2024Q18,089
2024Q26,714
2024Q38,019
2024Q47,266
2025Q110,503
2025Q26,736
2025Q38,620
2025Q46,046
2026Q16,076

Article volume measures coverage, not market sales.

Tone of coverage over time

2021
15,410 positive · 212 neutral · 7,200 negative
2022
16,516 positive · 306 neutral · 8,062 negative
2023
16,805 positive · 373 neutral · 10,979 negative
2024
19,314 positive · 296 neutral · 10,428 negative
2025
19,238 positive · 350 neutral · 12,249 negative

Leading coverage topics

Retail coverage tagged San Francisco · ranked by full-period article count.

Administrative And Political Subdivisions4,359,391 articles in the full recorded period
860,914 recent · 716,010 prior
Geopolitical Disputes And Contested Areas320,881 articles in the full recorded period
97,882 recent · 73,123 prior
International And Transnational Geographic Entities320,718 articles in the full recorded period
97,817 recent · 73,089 prior
International Political Relations202,879 articles in the full recorded period
53,484 recent · 39,220 prior
Security And Defense Policies143,013 articles in the full recorded period
42,107 recent · 25,973 prior
International Relations And Diplomacy91,526 articles in the full recorded period
22,343 recent · 18,089 prior
Geographic Naming Conventions And Etymology82,179 articles in the full recorded period
39,007 recent · 7,053 prior
Trade Policies And Agreements77,571 articles in the full recorded period
26,853 recent · 25,040 prior
Human Rights Advocacy Reports69,871 articles in the full recorded period
17,892 recent · 17,341 prior
Cryptocurrency Impact On Forex Markets61,042 articles in the full recorded period
17,192 recent · 10,948 prior

Recent and prior counts use the source comparison windows.

Topics gaining and losing attention

United States comparison coverage

KeywordRecentPriorChange
foreign policy analysis6,3154,26248%
national security strategy6,2462,751127%
multilateral diplomacy6,2253,78864%
diplomatic engagements4,9103,08559%
countries3,6161,614124%
stock price3,4332,29450%
investment deal3,1401,270147%
stablecoin fx impact2,947962206%
oil price volatility2,489888180%
aerial bombardments2,3571,30780%
olympic team selections1,2742,499-49%
olympic trials9852,099-53%
electioneering tactics6181,720-64%
ceasefire violations7921,456-46%
summer olympics athletics1801,395-87%

Event and signal lenses

United States comparison coverage

All complete annual cohorts shown
Rising

Regulatory Risk

1,990,330 classified articles

territories, disputed islands, tariff negotiations

38.6% critical · 23.8% positive
Rising

Funding Momentum

363,372 classified articles

inflation reports fx, trade deficits fx, gdp growth forex

39.2% critical · 43.3% positive
Rising

Growth

561,523 classified articles

gdp growth forex, earnings report, inflation reports fx

32.0% critical · 44.3% positive

Retail coverage tagged San Francisco. Topic labels describe recorded classifications and can include broad context.

DEMAND, SUPPLY & PLACE

Where demand signals run ahead of mapped supply — San Francisco

Compare demand signals in San Francisco’s newsflow with the retail categories mapped to each signal.

Expand panel +
HOW TO READ THE GAP

Signal percentile − supply percentile = gap in percentile points. Positive gaps highlight questions to investigate. A high signal can reflect spending pressure or access friction, as well as potential demand.

The comparison is relative to the signal families on this page. A supply percentile of zero means the lowest relative reading, not zero companies. It is a prioritisation clue, not measured market size or unmet demand.

COMPARISON PERIOD2025-05-01 to 2026-05-01Against 2024-05-01 to 2025-05-01Explore the signals ↓

The opportunity, in one view

Signal and mapped-supply percentiles, their gap, and change in the signal’s article share.

Swipe horizontally to compare all columns →

3 San Francisco demand signals compared with mapped retail supply
Signal familySignal percentileSupply percentileRelative gapGap (points)Signal share vs prior year
Layoffs & income shocks ↗Spending Pressure100.00.0+100.0+33.0%
Rail & metro connectivity ↗Connectivity Build-Out50.075.0-25.0+21.6%
Inflation & spending pressure ↗Spending Pressure0.075.0-75.0-32.5%

Showing all 3 signals. Select a family for its history and mapped categories.

Where the signals are loudest

All 12 city readings for these demand families in the comparison geography. San Francisco is highlighted.

Mentions per 10,000 articles

Each city’s reading is a share of its own coverage. Rows cover all of the United States for this page's signal families; San Francisco is marked.

Seattle105.2

Layoffs & income shocks · Inflation & spending pressure · Rail & metro connectivity

St. Louis97.8

Layoffs & income shocks · Inflation & spending pressure · Rail & metro connectivity

Lebanon92.8

Inflation & spending pressure · Layoffs & income shocks

New York City64.2

Inflation & spending pressure · Layoffs & income shocks · Rail & metro connectivity

Cleveland58.4

Inflation & spending pressure · Layoffs & income shocks · Rail & metro connectivity

San Francisco57.6

Layoffs & income shocks · Rail & metro connectivity · Inflation & spending pressure

Minneapolis55.6

Layoffs & income shocks · Inflation & spending pressure · Rail & metro connectivity

Detroit53.4

Layoffs & income shocks · Inflation & spending pressure

Atlanta49.0

Layoffs & income shocks · Inflation & spending pressure · Rail & metro connectivity

Chicago47.3

Inflation & spending pressure · Layoffs & income shocks · Rail & metro connectivity

Portland45.0

Layoffs & income shocks · Inflation & spending pressure · Rail & metro connectivity

Newark42.9

Layoffs & income shocks · Rail & metro connectivity · Inflation & spending pressure

Inside the leading signals

Open any signal for its quarterly history
SPENDING PRESSURELayoffs & income shocks+100.0percentile-point gap
THE OPERATING HYPOTHESIS

Layoff cycles can pull discretionary spend back toward value offerings.

30.74mentions per 10,000 articles+33.0%share change vs prior year

Mapped retail categories

  • Internet First Brands295
  • Marketplaces184

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of San Francisco coverage

Mentions per 10,000 articles · zero baseline

0142842562024Q3: 162024Q32024Q4: 392024Q42025Q1: 162025Q12025Q2: 162025Q22025Q3: 482025Q32025Q4: 292025Q42026Q1: 252026Q1
View quarterly signal counts
Layoffs & income shocks in San Francisco coverage
QuarterMentionsPer 10,000 articles
2024Q33116.44
2024Q46839.78
2025Q14116.41
2025Q22116.17
2025Q35748.27
2025Q42629.0
2026Q14225.36

Where this signal concentrates in the comparison geography

Seattle97.5 / 10,000
St. Louis66.7 / 10,000
Minneapolis47.4 / 10,000
CONNECTIVITY BUILD-OUTRail & metro connectivity-25.0percentile-point gap
THE OPERATING HYPOTHESIS

Where rail and metro build out, station-area demand can follow the footfall.

12.68mentions per 10,000 articles+21.6%share change vs prior year

Mapped retail categories

  • B2C E-Commerce732
  • Marketplaces184

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of San Francisco coverage

Mentions per 10,000 articles · zero baseline

061218232024Q3: 72024Q32024Q4: 122024Q42025Q1: 112025Q12025Q2: 162025Q22025Q3: 202025Q32025Q4: 112025Q42026Q1: 72026Q1
View quarterly signal counts
Rail & metro connectivity in San Francisco coverage
QuarterMentionsPer 10,000 articles
2024Q3147.43
2024Q42112.28
2025Q12811.21
2025Q22216.94
2025Q32420.32
2025Q41011.15
2026Q1127.25

Where this signal concentrates in the comparison geography

San Francisco12.1 / 10,000
San Diego9.1 / 10,000
Los Angeles8.0 / 10,000
SPENDING PRESSUREInflation & spending pressure-75.0percentile-point gap
THE OPERATING HYPOTHESIS

Sustained price pressure can shift spending toward value formats.

11.53mentions per 10,000 articles-32.5%share change vs prior year

Mapped retail categories

  • B2C E-Commerce732
  • Marketplaces184

Companies can appear in multiple categories; these counts are not a unique-company total.

Quarterly share of San Francisco coverage

Mentions per 10,000 articles · zero baseline

071320272024Q3: 182024Q32024Q4: 182024Q42025Q1: 122025Q12025Q2: 232025Q22025Q3: 152025Q32025Q4: 142025Q42026Q1: 72026Q1
View quarterly signal counts
Inflation & spending pressure in San Francisco coverage
QuarterMentionsPer 10,000 articles
2024Q33418.04
2024Q43218.72
2025Q13012.01
2025Q23023.1
2025Q31815.24
2025Q41314.5
2026Q1137.85

Where this signal concentrates in the comparison geography

Lebanon70.3 / 10,000
New York City40.6 / 10,000
Cleveland37.5 / 10,000
RESEARCH & CHANGING CONVERSATIONS

Related research and changing coverage

San Francisco retail coverage

Expand panel +
RESEARCH CONTEXT · 2020

Higher Sugar-Sweetened Beverage Retail Prices After Excise Taxes in Oakland and San Francisco

American Journal of Public Health

68 citations in the snapshot

RESEARCH CONTEXT · 2019

Healthy Retail as a Strategy for Improving Food Security and the Built Environment in San Francisco

American Journal of Public Health

17 citations in the snapshot

RESEARCH CONTEXT · 2018

Merchant Attitudes Toward a Healthy Food Retailer Incentive Program in a Low-Income San Francisco Neighborhood

International Quarterly of Community Health Education

12 citations in the snapshot

What is growing in this coverage

the United States coverage of this page's demand families

KeywordRecent articlesPrior articlesShare change
patent infringement394241923.3%
cyber liability254251152.2%
privacy policies20724963.0%
arbitration clause17022852.3%
ip litigation54772836.3%
antitrust investigations63587799.5%

Share changes describe coverage in the stated comparison periods, not search demand or market size.

UNDERSTAND THE LANDSCAPE

Retail in San Francisco: key questions

Clear definitions for making better comparisons.

What does this landscape measure?

It measures the tracked company ecosystem, recorded funding, hiring and other available evidence. It is not a market-size estimate.

Can segment counts be added together?

No. A company can belong to several segments, so segment counts and funding can overlap.

What does a missing figure mean?

A dash or unavailable panel means the current reviewed source snapshot does not support that figure.

Company ecosystem snapshot: 7 August 2026. Funding is recorded in USD; filed accounts retain their stated currency and reporting basis. Each section identifies its own coverage. The news and research behind these sections is explorable in Prism.

Canonical landscape ↗
Coming soon