Monthly card-based spend, transactions and basket size
Advan Research’s SpendView dataset tracks de-identified consumer card transactions across the United States, scaled to approximate total consumer-card volume.
Share of total spend by channel.
| Channel | Spend | Transactions | Avg ticket |
|---|
| City | Spend | Transactions | Avg ticket |
|---|
Walmart Inc. is the world's largest retailer by revenue, operating approximately 4,700 U.S. stores under the Walmart, Neighborhood Market, and Sam's Club banners. The company generates revenue across groceries, general merchandise, apparel, and pharmacy services, supplemented by a substantial e-commerce business through walmart.com. This diversified operating model positions Walmart as a critical bellwether for consumer spending patterns across both traditional brick-and-mortar and digital channels.
The January 2019 through June 2021 period captures Walmart's performance across three distinct economic regimes: pre-pandemic consumer behavior, COVID-driven disruption and operational adaptation, and stimulus-fueled demand recovery. Across this window, card-based consumer spend data reveals the company's channel dynamics, with brick-and-mortar channels representing approximately 85 percent of measured spend by May 2021, while online purchasing demonstrated a 22 percent premium in average basket size. Texas emerged as the company's largest state market by spend in May 2021, with $10.8 billion in measured transactions across 54 million unique customers, underscoring Walmart's geographic concentration and the scale of its customer base.
