Placer.ai: Retail giants continue gaining share of store visits

Physical retail is increasingly being defined by a small group of dominant players.

The share of physical retail traffic captured by Walmart, Target, Costco Wholesale and Dollar General rose from 16.8% in 2019 to 17.5% in the first quarter of 2026, signaling continued sector consolidation, according to Placer.ai’s new white paper, “Physical Retail in 2026.”

Placer.ai says that these larger players benefit from “superior data, stronger vendor leverage and operational efficiencies” that are setting them apart from competitors...

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RSK: Foot traffic is up in retail but most of it comes from the large retailers such as Walmart, Target Costco etc. It does trickle down, however.