As urban environments continue to evolve rapidly, accurately modeling the dynamic behaviour of Points of Interest is essential for supporting data-driven urban planning and commercial decision-making. While recent advancements in spatio-temporal graph learning have improved POI forecasting, most methods rely on proximity-based graphs and correlation-driven modeling, which overlook the functional dependencies between POIs and fail to capture the causal effects of urban interventions. In this paper, we introduce a novel research problem -- cold-start POI check-in forecasting, which aims to predict the future check-in pattern of a newly introduced POI, by modeling its temporal evolution and functional interactions with nearby POIs in a structured urban spatial context. To address these challenges, we propose CausalPOI, a spatio-temporal graph-based causal representation learning framework. CausalPOI leverages Spatio-Temporal Functional Interaction Graph to model semantic and spatial relationships between POIs, and constructs structurally aligned treatment and control graphs to simulate factual and counterfactual scenarios. Extensive experiments on real-world SafeGraph datasets demonstrate that CausalPOI significantly outperforms state-of-the-art baselines across the board, validating its effectiveness in spatio-temporal forecasting, semantic interaction modeling, and causal effect estimation, providing a more interpretable and actionable foundation for urban intervention analysis. Source code is available at Github.
Predicting a user's next Point-of-Interest (POI) based on their historical check-in records is a fundamental task in location-based services. While recent methods incorporating large language models have shown strong reasoning capabilities and promising results, they typically formulate the prediction task as a one-step trajectory-to-location mapping problem, making predictions prone to shallow trajectory correlations and historical frequency bias. We argue that users rarely choose locations directly and instead, they usually first form a traveling intention and then accordingly select specific POIs. Motivated by this insight, we propose IntentPOI, a two-stage intention-guided reasoning framework. In the thinking stage, we infer users' intermediate intentions by incorporating historical mobility patterns, similar peer behaviors, and the temporal contexts. In the acting stage, we first construct a compact candidate pool, and then perform intention-guided reasoning to identify locations that best align with the inferred intention. By explicitly decoupling intention inference from location prediction, IntentPOI transforms the next POI prediction from direct trajectory matching into intention-guided reasoning. Extensive experiments on three real-world datasets demonstrate that IntentPOI consistently outperforms eleven state-of-the-art baselines.
Next Point-of-Interest (POI) recommendation ranks a user's likely next location based on check-in history. Most recent rankers compress the trajectory into a single user vector and score every candidate through the same representation, ignoring that every candidate carries geographic coordinates and that the relevance of a past visit depends on where the candidate is located. Target attention from click-through-rate prediction conditions the user representation on the scored item, but its operator was developed for web items without geometry. This paper proposes CaST-POI, a candidate-conditioned POI ranker that keeps a standard target-attention reader and adds two bucketised biases to the attention logits: one for the recency of each past visit and another for its distance to the candidate being scored. Different candidates therefore read the same trajectory with different attention weights, grounded in real geographic distance rather than inferred from item embeddings. Comparing against seven sequential recommenders trained with the same split on three datasets NYC, TKY and CA under per-user leave-one-out with full-vocabulary ranking, CaST-POI improves MRR over the strongest baseline by 5.1%, 7.6% and 14.5%. Holm-corrected paired tests confirm the gains on TKY and CA. Ablation study locates the gain in the explicit revisit gate and the candidate-relative spatial bias, whereas the candidate-independent temporal bias has no measurable effect on all datasets. Code is available at https://github.com/YuZhenyuLindy/CaST-POI.
Forecasting urban delivery demand becomes substantially more challenging when newly added service regions lack historical records. Existing spatiotemporal forecasters effectively model spatial dependence once sufficient node histories are available. Still, they remain parametric and therefore struggle to recover short-term operational dynamics in cold-start regions. Geospatial embeddings help identify where a region is and what function it serves, yet they do not directly reveal how a similar region behaves under a comparable temporal context. We propose Bridge, a retrieval-augmented spatiotemporal graph framework that combines an inductive contextual graph backbone with a time-aware memory of region-time windows. For each target region, Bridge retrieves future demand patterns from the memory using both regional context and recent dynamics, and refines the backbone forecast through a gated fusion mechanism. To align retrieval with forecasting utility, we further train the retriever with a future-aware objective that favors entries whose future trajectories best match the target. Experiments on four real-world delivery datasets show that Bridge consistently improves over competitive spatiotemporal baselines in both within-city cold-start and cross-city transfer with partial observations. The results show that retrieval augmentation provides a useful operational memory for cold-start urban demand forecasting when parametric graph generalization alone is insufficient.