The Plus Side of Walmart’s Growth Story
- This week, retail shopping enters high gear as Amazon’s Prime Big Deal Days, Target Circle Week, and Walmart Deals compete for consumers’ share of wallet. Each retailer is touting significant discounts and top-rated products designed to capture spending.
- In addition to monitoring spending intentions and potential pull-forward of holiday purchases across these events, Occam tracks Walmart+ membership on a longitudinal basis. Notably, Walmart+ has approached 30mm members in the U.S., underscoring its growing influence within the retail membership landscape. In an increasingly dynamic retail environment, Walmart+ has emerged as a strategically significant driver of Walmart’s broader growth story.
- Occam also monitors member cancellation likelihood by age cohort, providing a deeper view of retention dynamics and potential churn risk.
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