Food Retail Foot & Web Traffic Tracker: Mass Takes Over Top Traffic Spot

Research evidence excerpt

Food Retail Foot & Web Traffic Tracker: Mass Takes Over Top Traffic Spot

USA | Food Retail EquityMayResearch12, 2026

Food Retail Foot Traffic Absolute RankFood Retail Foot & Web Traffic Tracker: Mass RETAILER FOOT TRAFFIC APR-26 Y/Y RANK RANK ∆ FROM PREV MONTH

Target 1 3

Whole Foods Market 2 0

Sam's Club 3 (2)Takes Over Top Traffic Spot Walmart Neighborhood Market 4 1

Costco Wholesale 5 1

H-E-B 6 (3)

Walmart U.S. 7 0

Meijer 8 3Mass and Premium channels were the only ones to see sequential acceleration BJ's Wholesale Club 9 (1)

Kroger Company 10 0

Publix 11 (2)in 3M rolling y/y foot traffic in April, driven by TGT and Whole Foods. Discount Ahold Delhaize Company 12 0

Albertsons Company 13 1

Aldi 15 0saw the sharpest deceleration, remaining in the lowest relative foot traffic SproutsTraderFarmersJoe's 14 (1) Market 16 0

CHANNEL FOOT TRAFFIC APR-26 Y/Y RANK RANK ∆ FROM PREV MONTHposition. Most retailers decelerated, a possible sign that higher gas prices are Mass 1 1

Club 2 (1)

Grocery 3 0

Premium 4 0impacting grocery budgets. SFM sequential performance was toward the better

Discount 5 .

Source: Jefferies Research, Placerend of peers, but remains in the bottom relative foot traffic position. 0

Food Retail Foot Traffic Monthly Sequential

Discount continues to fall. In April, Discount saw the greatest sequential deceleration in 3M rolling Delta

y/y foot traffic (down ~157 bps), as Trader Joe's (down ~281 bps), saw the most deceleration RETAILERTargetFOOT TRAFFIC APR-26186M/MbpsDELTA

among retailers. Discount remained in the lowest relative foot traffic position among channels, a Whole FoodsMeijerMarket 8820 bpsbps

possible indication that low-end consumers are feeling increasing pressure from higher gas prices. WalmartCostcoNeighborhoodWholesaleMarket (512bps)bps