Physical Retail in 2026: How the Giants Are Winning
April 27, 2026
Read the report to find out how Walmart, Target, Costco Wholesale, and Dollar General are performing in 2026 – and what their trajectories reveal about broader retail trends.
Key Insights:
- Brick-and-mortar retail is consolidating, with top players steadily gaining share since 2019.
- Costco and Dollar General lead visit growth, driven by expansion and higher visits per store.
- Walmart remains the dominant retailer, with YoY growth across nearly all U.S. markets in Q1 2026.
- Increased mid-length visits at Target in Q1 2026 reveals early traction in its turnaround efforts.
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