Analyst CornerAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 16, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. Explore how US mass retailers are redefining value as Target resets, dollar stores rebound and warehouse clubs expand. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Analyst Corner: The Shifting “Friction Gap” Between Stores and E-Commerce Is Benefitting Digital Channels, with John MercerConsumer Sentiment Declines; Plus, Apparel and Footwear Shopping in Focus: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2025, Week 47: IKEA Continues Its Opening Spree; Target To Invest in StoresDisrupting Retail: Lessons from SHEIN and TEMU on Redefining Consumer Engagement and Supply Chain Innovation