Target has faced a decline in same-store visits over the last 18 months, with gaps ranging from 2.2% to 9.7% year-over-year since February 2025. This decline poses challenges to the brand's perception, previously viewed as vibrant and trend-setting. Although in-store sales have decreased by 5.7%, Target has reported a 4.7% increase in digital sales, particularly due to significant growth in same-day delivery. In contrast, Walmart's grocery offerings attract consistent, necessity-driven foot traffic, positioning it as a primary shopping destination.
Target's foot traffic has shown a decline of 2.2% to 9.7% YoY since February 2025, signaling challenges in brand perception and customer engagement.
Despite challenges in physical store visits, Target's e-commerce saw a 4.7% increase in digital comp sales, driven by over 35% growth in same-day delivery.
In contrast, Walmart's business model thrives due to its grocery focus, attracting shoppers who frequent its stores for necessity-driven purchases at a high rate.
Walmart's scale and grocery selection contribute to its success, with 34% of shoppers visiting at least four times a month between May and July 2025.
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