Target has been experiencing a decline in same-store visits over the past 18 months, unlike Walmart, which has seen foot traffic gains. Though foot traffic is not the sole indicator of brand health, it reflects consumer sentiment, particularly among younger shoppers. Target's in-store sales have struggled, reporting a 5.7% decline, but their digital sales increased by 4.7%, driven by growth in same-day delivery. Walmart's extensive grocery selection contributes to constant customer visits, with about 34% of shoppers going there at least four 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,
Like Walmart, 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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