According to data provided exclusively to a major newswire, consumer foot traffic increased at Target during the recent Christmas season compared to two years ago, but trips to Walmart and Best Buy stores declined overall, according to statistics monitoring shopper visits from Nov. 1 to Dec. 25.

After a festive season marred by the coronavirus epidemic and inventory shortages caused by a supply chain snafu, the retail data could provide early hints to assist investors, sort winners, from losers.

According to, a research organization that collects anonymized location data from 30 million mobile devices throughout the country, shopper traffic at Target shops increased 6.2% during the holiday season compared to two years ago, pre-pandemic. According to the report, traffic at Walmart and Best Buy fell by 0.1% and 11.5%, respectively.

Target, Walmart, and Best Buy did not respond to requests for comment.Big box bonanza: Target sees surging sales growth in 2020 | Retail News | Al Jazeera

People purchasing earlier than usual in the 2021 holiday season reduced November-December traffic in the United States.

According to Marshal Cohen, a lead retail researcher at NPD Group, traffic data is useful in determining whether consumers are visiting stores and making so-called impulse purchases, which account for around 25% of Christmas sales.

Nonetheless, Cohen stated that customers concerned about COVID-19 have modified their shopping habits, increasingly opting online, posing a "problem" for certain companies.

Target's Christmas quarter sales are predicted to increase by more than a third compared to 2019, while Walmart's revenue is expected to increase by about 7%, and Best Buy sales are expected to increase by nearly 10%, according to Refinitiv I/B/E/S.

According to, Target store traffic climbed in every state except Hawaii and Washington, D.C., with footfall up nearly 24% in Vermont and Idaho compared to 2019.

Despite high Christmas traffic, Target's fourth-quarter profit margin is forecast to shrink to 25.35% from 27.10% two years ago, owing to supply-chain bottlenecks.


Walmart traffic dropped in 20 states, largely around the coasts, with Florida, New Jersey, Maryland, and Delaware being the hardest affected. It saw increased foot traffic in numerous sections of the country, with shoppers flocking to its stores in several Midwest and Southern states.

During this time, Best Buy's footfall decreased in all but four states in the United States. Analysts believe the electronics merchant was unable to obtain sufficient products, such as televisions and consoles, due to a global semiconductor shortage.

Sales trends are not always reflected in traffic. "It's really difficult to draw a straight line between shop visitors and total sales and retail," said John Mercer, global research director at advisory firm Coresight Research.

According to statistics from Sensormatic, overall foot traffic to U.S. stores declined each week from Nov. 1 to Dec. 25, compared to the same weeks in pre-pandemic 2019.

"Target has pretty much led the way since the COVID lifestyle began," Cohen said. "They've had fewer out-of-stocks; they've been a leader in curbside and buy-online-pick-up-in-store even as Amazon reduced them; they've invested in private-label items, and they've had fewer out-of-stocks."