WMT · News · 20260914N

Competition and Market Share

Walmart Inc. · 2026-09-14 · Importance 20 · Surprise 24

A Numerator analysis found that Kroger and its associated brands lost more than $12 billion in consumer packaged goods spending to Amazon, Walmart and Costco during the past year. The shift was concentrated among lower-income households, which reduced Kroger store trips and redirected spending toward competing mass merchants and e-commerce platforms. Walmart was identified as one of the principal beneficiaries of this grocery and CPG share movement, alongside Amazon and Costco.