Analyst CornerAnalyst Corner: US Mass Merchandisers, Warehouse Clubs and Discount Stores—Target in Transition as Dollar Stores and Clubs Surge Ahead, With Sujeet Naik Sujeet Naik, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research November 16, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. Explore how US mass retailers are redefining value as Target resets, dollar stores rebound and warehouse clubs expand. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: US Back to School 2025, Part 1: Early Shopping, Tariff Worries and Strategic Choices Shape BTS 2025Shoptalk Spring 2025 “Shark Reef” Startup Pitch: Event Format and CompetitorsDick’s Sporting Goods To Acquire Foot Locker: Analyzing Store Overlap, Shopper Penetration and Strategic ReachAnalyst Corner: Understanding US Consumer Economy Resilience Amid Macroeconomic Challenges, with Manik Bhatia