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Placer.ai Sees New Era for Retailing World’s Giants
Prior to the pandemic, the two 800-lb. gorillas of retail giants were Walmart and Target. Fast forward to 2025, and Dollar General, Dollar Tree and Costco have seen store visits increase by as much as 45.9% in the past six years, according to a new white paper from Placer.ai.
“This substantial increase in visits to Costco, Dollar General and Dollar Tree has altered the competitive landscape in which Walmart and Target operate,” Placer.ai reports in A New Era for Retail Giants: Who’s Winning in 2025? “In 2019, 55.9% of combined visits to the five retailers went to Walmart. Now, Walmart’s relative visit share is less than 50%.”
Read the report to find out more about the dramatic growth of the three newest members of the retail giant club, as well as why Target and Walmart visits have remained steady, even as the competition has intensified. Among other topics, it also discusses how dollar stores have evolved from “fill-in” shops to primary destinations for many.
- ◦Economy
