July 19, 2026 Analyst Corner Register for Free Access Analyst Corner: Amazon Joins Walmart in the 10%-Market-Share Club, with John MercerOur main yearly outlook for the US retail market finds that, for the first time, two retail companies have each crossed the threshold of capturing more than 10% of total US retail sales. These “consolidators” are marked by scale, convenience and price competitiveness, supported by higher-margin nonretail revenues.
May 25, 2026 Insight Report Premium Target’s Supply Chain Reset: What Jeff England’s Appointment Means for Its Turnaround AheadTarget’s supply chain reset taps Walmart veteran Jeff England to strengthen inventory discipline, fulfillment speed and turnaround execution.
March 11, 2026 Infographic Premium Sector Focus: Dollar Store Shopping—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store sector in this graphic.
March 4, 2026 Event Coverage Premium Target Financial Community Meeting 2026: Rebuilding Momentum Through Store Reinvention, Merchandising Authority, Loyalty and TechnologyTarget’s 2026 Financial Community Meeting outlined strategies for store reinvention, merchandising authority and digital transformation. Explore growth and innovation plans.
January 20, 2026 Infographic Premium Sector Focus: Discount Stores—Data GraphicOur Sector Focus data graphics feature the latest survey findings on US retail sectors and categories. Dive into the US dollar store sector in this graphic.
December 22, 2025 Deep Dive Premium Mass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain MomentumBuilding on our Market Navigator on US mass merchandisers, warehouse clubs and discount stores, we explore the key trends and themes we are watching in the space, such as Target’s transition, dollar stores revival and private label growth. We also showcase our blue-sky thinking for the sector and the retail innovators we are watching.
December 18, 2025 Insight Report Premium Holiday 2025: US Holiday Retail Homestretch—Strong Total Demand (So Far), with Price-Driven Players Entrenching Structural GainsUnderstand the holiday season in US retail so far. We cover sector trends and which retailers are winning and losing share, based on our consumer research, shopper traffic metrics and other data.
December 17, 2025 Infographic Premium 2026 Sector Outlook: US Mass Merchandisers, Warehouse Clubs and Discount Retailers—Warehouse Clubs To Lead Growth amid Sustained Value-Seeking BehaviorThe 2026 outlook for US mass merchandisers, warehouse clubs and discount retailers highlights growth, challenges and shifting consumer behavior.
November 16, 2025 Analyst Corner Register for Free Access Analyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet NaikMass retailers drive major shifts in value, convenience and competition as Target evolves, dollar stores rebound and warehouse clubs pursue aggressive growth.
September 23, 2025 Deep Dive Databank Members Sentiment Hits Four-Month Low as Higher-Income Confidence Weakens; Plus, Mass Merchandisers and Warehouse Clubs in Focus: US Consumer Survey InsightsHow is US consumer sentiment changing amid new tariffs? Ww review our latest weekly US consumer data on financial and economic sentiment. We also analyze consumer shopping behavior at mass merchandisers and warehouse clubs.
September 16, 2025 Deep Dive Databank Members Lower-Income Sentiment Continues to Weaken; Plus, Off-Price and Dollar Stores in Focus: US Consumer Survey InsightsHow is US consumers’ sentiment changing amid new tariffs? We review our latest US consumer data on consumer sentiment. This week, we also analyze consumer shopping behavior at off-price and dollar stores.
July 2, 2025 Deep Dive Databank Members Positivity About Personal Finances Continues; Walmart Leads Mass Merchandisers and Warehouse Clubs: US Consumer Survey InsightsDive into our survey-driven insights on mass merchandiser and warehouse club shopping in the US to uncover popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing greater divergence between financial and economic expectations.
June 25, 2025 Deep Dive Databank Members Financial Confidence Reaches Five-Month High; TJX Dominates Off-Price Retail; Dollar Tree Leads Dollar Stores: US Consumer Survey InsightsDive into our survey-driven insights on off-price and dollar-store shopping in the US to uncover shopping rates, popular retailers and the most bought categories. Plus, we continue to track consumer sentiment, with new data this week revealing improving financial confidence.
April 29, 2025 Deep Dive Premium Head-to-Head in US Warehouse Club Retailing: Costco vs. Sam’s ClubAs part of our Head-to-Head series, we dive into the competition between the two market leaders in US warehouse club retailing: Costco and Sam’s Club. How do the two companies stack up, and which is best positioned for future growth and success? Explore metrics such as revenue growth, shopper profiles, brick-and-mortar expansion and tech strategies.
April 14, 2025 Event Coverage Premium Walmart Investment Community Meeting 2025: From Low-Margin Retailer to Diversified, Digital Profit Engine, But Tariffs Create UncertaintyWe present insights from Walmart’s Investment Community Meeting 2025, covering its digital businesses, Sam’s Club’s growth plans, and the impacts of tariffs.
