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How retailers can benefit as affluent consumers pivot to value

The trend: Trading down is no longer confined to lower-income consumers.

  • Walmart noted that households earning $100,000 or more drove the bulk of its market share gains in its two most recent quarters.
  • Retailers including Dollar Tree and Ollie’s Bargain Outlet said in their most recent earnings reports that they are attracting a rising number of value-seeking shoppers from upper- and middle-income brackets.

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