Target has seen a decline in same-store visits for about 18 months, while Walmart has gained ground in foot traffic. Foot traffic is not the sole indicator of health for omnichannel retailers, but it reflects consumer sentiment regarding a brand. Target's digital sales have increased, but this growth has not compensated for the decrease in in-store sales. Walmart's grocery business draws habitual shoppers, evidenced by a considerable percentage visiting multiple times a month.
Target has faced meaningful challenges, with year-over-year (YoY) same-store visit gaps ranging from 2.2% to 9.7% since February 2025.
Target's online growth has been a bright spot - last quarter, the company reported a 4.7% increase in digital comp sales, aided by more than 35% growth in same-day delivery.
Walmart's vast scale and extensive grocery selection make it a prime destination for habitual, necessity-driven shopping.
Between May and July 2025, about 34% of shoppers visited Walmart at least four times a month.
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