Target has seen a steady decline in same-store visits over the past 18 months while Walmart's foot traffic has increased. Despite challenges, Target has reported meaningful growth in its e-commerce segment, with a 4.7% increase in digital sales last quarter. However, this growth has not compensated for a significant decline in in-store sales, which dropped by 5.7%. Walmart continues to attract customers with its vast grocery selection, promoting consistent shopping habits among its consumers.
Target has faced meaningful challenges, with year-over-year (YoY) same-store visit gaps ranging from 2.2% to 9.7% since February 2025.
While Target sells groceries, that's not as big of an in-store sales driver as it is for 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.
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