Reasons to Read

Understand how mass merchandisers, warehouse clubs and discount stores are transforming retail through scale, innovation and value-driven strategies.

Read this report to discover answers to these and other questions:

• How are mass retailers driving structural shifts in US retail—and what could their continued rise mean for competitors?
• What demographic and technological forces are reshaping the future of warehouse clubs, and how will their business models evolve?
• How will agentic AI transform connected shopping journeys and redefine the retail value proposition by 2035?
• Why is Target losing relevance, and what strategic pivots is it making to recover market share and customer loyalty?
• What challenges lie ahead for dollar stores—even as they rebound—and how might players like Temu, Amazon and Walmart impact their path forward?

Companies mentioned in this report include: Amazon, BJ’s Wholesale Club, Centric Software, Costco, Dollar General, Dollar Tree, Family Dollar, RELEX, Simbe Robotics, Walmart.

Data in this report include: Target sales and traffic trends; cross-shopping behavior of Target customers; warehouse club store count and expansion potential; dollar store comparable sales growth; private-label vs. name-brand performance; retail media market size and growth projections.

Other relevant research:

• Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey Insights
• Consumer Sentiment Flatlines Ahead of Big Tariff Reveal; Plus, Mass Merchandisers and Wholesale Clubs in Focus: US Consumer Survey Insights
• US Mass Merchandisers, Warehouse Clubs and Discount Stores- Retail 2025 Sector Outlook: Essentials To Fuel Revenue Growth
• Discount Decades—US Dollar and Discount Stores: Unlocking Their Potential for Future Growth