Deep DiveMass Merchandisers, Warehouse Clubs and Discount Stores: Themes, Concepts and Innovators—Target at a Crossroads, Dollar Stores Revive and Warehouse Clubs Gain Momentum Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research December 22, 2025 Reasons to ReadUnderstand 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 Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: US Tariffs: Three Actions for Risk Mitigation and Long-Term PositioningHigh-Income Consumers Turn Optimistic About Economy; Plus, Inflation Awareness Declines: US Consumer Survey InsightsThree Data Points We’re Watching This Week, Week 29: US Holiday, Back to School and Prime DayThe Changing Consumer: Insights Presented by Deborah Weinswig at YPO Retail CEO Summit
