By Thomas Paulson, Head of Market Insights
Traffic trends going into Easter Sunday 2025 demonstrated that households planned to celebrate the holiday this year and that the “outside environment” didn’t diminish their enthusiasm and preparations. (Generally, holidays are largely immune from...
By Thomas Paulson, Head of Market Insights
On Wednesday, Walmart had a well-timed investor day to make its pitch on why it is a steady ship in all sorts of tempests (and sunnier periods), and the justification for accelerating the number of Sam’s Club openings. Big picture, what we heard: (1)...
By Thomas Paulson, Head of Market Insights
Over the weekend, again numerous press and blog reports declared Target’s store traffic to be down due to boycotts and upset feelings over Target’s messaging around DEI. However, those reports cite a traffic decline YoY against a week last year that...
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