A tale of 2 retailers: Wal-Mart vs. Target

Published May 26, 2009 4:00am ET



Wal-Mart’s low-price message and emphasis on necessities are helping the world’s largest retailer grab new customers around the globe in a recession, while Target — with greater emphasis on trendy merchandise — has been struggling to hold on to its shoppers and is now turning to groceries for growth.

“Target is clearly making steps in the right direction,” said Craig R. Johnson, president of consulting group Customer Growth Partners. “Meanwhile, Wal-Mart continues to raise the bar.”

According to the companies’ recent annual reports, here’s a breakdown of sales by merchandise categories for the latest fiscal year:

• Wal-Mart:

Revenue for year ended Jan. 31: $405.6 billion

Groceries: 49 percent

Entertainment: 13 percent

Furniture and electronics: 12 percent

Apparel: 11 percent

Health and wellness: 10 percent

Home: 5 percent

• Target

Revenue for year ended Jan. 31: $64.9 billion

Consumables, including groceries and health and wellness: 37 percent

Electronics, entertainment, sporting goods and toys: 22 percent

Apparel and accessories: 20 percent

Home furnishings and decor: 21 percent