Key stat: Costco's foot traffic grew 8.2% YoY from April to July, nearly 12 times Walmart's 0.7%, according to an August report from Placer.ai.

Beyond the chart:

• Costco's gains are coming straight out of rivals' carts. Costco added 4.5 million customer households and $2.5 billion in CPG spending over the past year, according to Numerator.
• Meanwhile, the club crowd is getting younger. More than half of Costco's new members are under 40, according to Mizuho. Sam's Club sees a similar shift, with millennials and Gen Zers making up half of its new members.

Use this chart: Drop this into your next retail partner review to show where in-store momentum lives. Use Costco's 8.2% and Numerator's $1 billion share shift to make the case for club-channel packs, and show Walmart's 0.7% to explain why its store traffic alone won't lift your sales.

Related EMARKETER reports:

• Live Earnings Report: Retail & Ecommerce Tracker Q2 2026 (EMARKETER subscription required)
• Generational Shopping Trends 2026 (EMARKETER subscription required)

Methodology: Data is from an August 2026 Placer.ai article titled "What Q2 2026 Visit Trends Reveal About Superstores and Wholesale Clubs." Placer.ai analyzes 1.5+ billion monthly visitors across 20 million devices, 13+ million venues, thousands of segments, and 500+ mobile apps.