On today’s podcast episode, we discuss whether Walmart and Target were ever truly competing on the same promise of mass retail, or whether they were solving different consumer needs all along. We also explore the differences in their loyalty program strategies and consider whether their recent success has been driven more by business models or by execution. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Principal Analyst Sky Canaves, and Analyst Rachel Wolff. Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: [email protected] For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at [email protected] For a transcript of this episode click here: https://www.emarketer.com/content/podcast-walmart-vs-target-retail-strategy-loyalty-programs-whats-driving-success-reimagining-retail © 2026 EMARKETER Rokt helps marketers reach high-intent customers in the Transaction Moment™—when they’re actively completing a purchase online. Powered by AI and first-party data, Rokt Ads connects your brand with over 400 million global shoppers and delivers outcomes you can count on. Learn more at rokt.com/emarketer to get started today.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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