What Walmart's Trade Areas Say About Where the Traffic Is Contested
Walmart shares fell about 9% on Thursday, August 20. Reporting put it as the worst single-day drop in more than four years, with more than $80 billion of market value gone. The trigger was not the top line. Revenue was reported up 5.9% to $187.9 billion, adjusted EPS at $0.81, and the company…
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Walmart printed today. Here is what the map said first.
Walmart was chosen for this week's work off the news, not off the calendar. Shares fell about 9% on Thursday, August 20, their worst single-day drop in more than four years, erasing over $80 billion in market value, per CNBC. Reporting put US comparable sales up 2.6% ex-fuel, short of consensus and…
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The Wendy's Map, Held Against the Call
Nelson Peltz's Trian Fund Management is reportedly assembling an investor group to take Wendy's private, with a bid expected in the coming weeks. Flynn Group, a longtime franchisee, and BlueFive Capital may join. The stock jumped as much as 15 percent on August 12 on the report and was halted for…
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The map behind the Wendy's bid
Nelson Peltz's Trian is reported to be assembling an investor group to take Wendy's private, with a bid expected in the coming weeks. Flynn Group, a longtime Wendy's franchisee, and BlueFive Capital have been named as possible members of the consortium. The stock jumped as much as 15% on the report…
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Shake Shack's Whitespace, Measured Rather Than Asserted
Starboard Value disclosed a new stake in Shake Shack on August 5, 2026, reported to be worth several hundred million dollars and likely the largest active position in the stock. The shares gained about 8.6% to $71.90 on the news. The reported thesis is that Shake Shack should layer US franchising…
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McDonald's U.S. saturation read: live trade-area numbers
McDonald's operates 13,558 U.S. stores reaching 320M Americans (95.6%) at a 30-min drive. Trade-area overlap with Burger King (6,635 stores): 95.8%. All numbers below pulled from the live platform API at 2026-05-14 17:05:28 UTC.
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Chipotle vs. CAVA: where the trade areas actually overlap
Chipotle operates 3,929 U.S. stores reaching 270M Americans (80.5%) at a 30-min drive. Trade-area overlap with CAVA (472 stores): 55.0%. All numbers below pulled from the live platform API at 2026-05-14 17:05:35 UTC.
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Costco vs. BJ's: the U.S. warehouse-club duopoly map
Costco operates 620 U.S. stores reaching 214M Americans (64.0%) at a 30-min drive. Trade-area overlap with BJ's Wholesale Club (283 stores): 36.0%. All numbers below pulled from the live platform API at 2026-05-14 17:05:40 UTC.
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Walmart vs. Target: trade-area overlap on the live platform
Walmart operates 4,610 U.S. stores reaching 308M Americans (92.0%) at a 30-min drive. Trade-area overlap with Target (1,978 stores): 84.7%. All numbers below pulled from the live platform API at 2026-05-14 17:05:55 UTC.
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Sprouts vs. Trader Joe's: 50.6% trade-area overlap, real numbers
Sprouts Farmers Market operates 443 U.S. stores reaching 119M Americans (35.4%) at a 30-min drive. Trade-area overlap with Trader Joe's (643 stores): 50.6%. All numbers below pulled from the live platform API at 2026-05-14 17:06:00 UTC.
Read →AutoZone vs Advance Auto Parts: trade area overlap
AutoZone and Advance Auto Parts trade areas routed on the road network. 74.84% of AutoZone's reach is shared at a 30-minute drive.
Read →AutoZone vs O'Reilly Auto Parts: trade area overlap
AutoZone and O'Reilly Auto Parts trade areas routed on the road network. 85.64% of AutoZone's reach is shared at a 30-minute drive.
Read →Baskin-Robbins vs Dairy Queen: trade area overlap
Baskin-Robbins and Dairy Queen trade areas routed on the road network. 95.25% of Baskin-Robbins's reach is shared at a 30-minute drive.
Read →Best Buy vs GameStop: trade area overlap
Best Buy and GameStop trade areas routed on the road network. 96.06% of Best Buy's reach is shared at a 30-minute drive.
Read →Boot Barn vs Tractor Supply: trade area overlap
Boot Barn and Tractor Supply trade areas routed on the road network. 80.31% of Boot Barn's reach is shared at a 30-minute drive.
Read →Buxton Alternatives in 2026: What Changed and Where to Go
Buxton merged into Audiense in July 2026 and its location tools now sell as Audiense In-Person. A comparison of the remaining trade-area options and their prices.
Read →Casey's vs QuikTrip: trade area overlap
Casey's and QuikTrip trade areas routed on the road network. 42.66% of Casey's's reach is shared at a 30-minute drive.
Read →Chick-fil-A vs Popeyes: trade area overlap
Chick-fil-A and Popeyes trade areas routed on the road network. 94.43% of Chick-fil-A's reach is shared at a 30-minute drive.
Read →Chipotle vs Taco Bell: trade area overlap
Chipotle and Taco Bell trade areas routed on the road network. 99.78% of Chipotle's reach is shared at a 30-minute drive.
Read →Costco vs BJ's Wholesale Club: trade area overlap
Costco and BJ's Wholesale Club trade areas routed on the road network. 39.17% of Costco's reach is shared at a 30-minute drive.
Read →CVS vs Good Neighbor Pharmacy: trade area overlap
CVS and Good Neighbor Pharmacy trade areas routed on the road network. 75.75% of CVS's reach is shared at a 30-minute drive.
Read →Dick's Sporting Goods vs Academy Sports + Outdoors: trade area overlap
Dick's Sporting Goods and Academy Sports + Outdoors trade areas routed on the road network. 27.79% of Dick's Sporting Goods's reach is shared at a 30-minute drive.
Read →Dollar General vs Dollar Tree: trade area overlap
Dollar General and Dollar Tree trade areas routed on the road network. 96.02% of Dollar General's reach is shared at a 30-minute drive.
Read →Dollar Tree vs Family Dollar: trade area overlap
Dollar Tree and Family Dollar trade areas routed on the road network. 84.87% of Dollar Tree's reach is shared at a 30-minute drive.
Read →Domino's vs Papa John's: trade area overlap
Domino's and Papa John's trade areas routed on the road network. 89.71% of Domino's's reach is shared at a 30-minute drive.
Read →Domino's vs Pizza Hut: trade area overlap
Domino's and Pizza Hut trade areas routed on the road network. 95.72% of Domino's's reach is shared at a 30-minute drive.
Read →Drive-Time vs Radius Trade Areas: Why Rings Are Wrong
A three-mile ring assumes people travel in circles at constant speed. They do not. What changes when trade areas are routed on the road network.
Read →Dutch Bros vs Starbucks: trade area overlap
Dutch Bros and Starbucks trade areas routed on the road network. 99.84% of Dutch Bros's reach is shared at a 30-minute drive.
Read →Five Below vs Dollar Tree: trade area overlap
Five Below and Dollar Tree trade areas routed on the road network. 99.93% of Five Below's reach is shared at a 30-minute drive.
Read →Foot Locker vs Dick's Sporting Goods: trade area overlap
Foot Locker and Dick's Sporting Goods trade areas routed on the road network. 94.58% of Foot Locker's reach is shared at a 30-minute drive.
Read →Foot Traffic Panels vs Routed Trade Areas
Panels sample phones and extrapolate. Routing computes catchments from the road network. When each is the right tool.
Read →Franchise Territory Mapping Software Compared (2026)
Territory is a contract term, not a map layer. A comparison of franchise territory mapping tools, how they define boundaries, and what they cost.
Read →Gap vs American Eagle: trade area overlap
Gap and American Eagle trade areas routed on the road network. 91.91% of Gap's reach is shared at a 30-minute drive.
Read →Great Clips vs Supercuts: trade area overlap
Great Clips and Supercuts trade areas routed on the road network. 85.34% of Great Clips's reach is shared at a 30-minute drive.
Read →Hardee's vs Burger King: trade area overlap
Hardee's and Burger King trade areas routed on the road network. 97.3% of Hardee's's reach is shared at a 30-minute drive.
Read →How to Define a Franchise Territory That Holds Up
Territory boundaries become contract terms. How to define one that survives a franchisee dispute, and why radius grants create encroachment claims.
Read →Jiffy Lube vs Mister Car Wash: trade area overlap
Jiffy Lube and Mister Car Wash trade areas routed on the road network. 29.35% of Jiffy Lube's reach is shared at a 30-minute drive.
Read →Kroger vs ALDI: trade area overlap
Kroger and ALDI trade areas routed on the road network. 93.17% of Kroger's reach is shared at a 30-minute drive.
Read →Little Caesars vs Pizza Hut: trade area overlap
Little Caesars and Pizza Hut trade areas routed on the road network. 98.96% of Little Caesars's reach is shared at a 30-minute drive.
Read →Lululemon vs Alo Yoga: trade area overlap
Lululemon and Alo Yoga trade areas routed on the road network. 52.47% of Lululemon's reach is shared at a 30-minute drive.
Read →Lululemon vs Vuori: trade area overlap
Lululemon and Vuori trade areas routed on the road network. 54.17% of Lululemon's reach is shared at a 30-minute drive.
Read →Marco's Pizza vs Domino's: trade area overlap
Marco's Pizza and Domino's trade areas routed on the road network. 96.47% of Marco's Pizza's reach is shared at a 30-minute drive.
Read →Mattress Firm vs Floor & Decor: trade area overlap
Mattress Firm and Floor & Decor trade areas routed on the road network. 66.83% of Mattress Firm's reach is shared at a 30-minute drive.
Read →McDonald's vs Burger King: trade area overlap
McDonald's and Burger King trade areas routed on the road network. 96.04% of McDonald's's reach is shared at a 30-minute drive.
Read →Ollie's Bargain Outlet vs Burlington: trade area overlap
Ollie's Bargain Outlet and Burlington trade areas routed on the road network. 86.27% of Ollie's Bargain Outlet's reach is shared at a 30-minute drive.
Read →Panera Bread vs CAVA: trade area overlap
Panera Bread and CAVA trade areas routed on the road network. 59.31% of Panera Bread's reach is shared at a 30-minute drive.
Read →Petco vs Tractor Supply: trade area overlap
Petco and Tractor Supply trade areas routed on the road network. 73.46% of Petco's reach is shared at a 30-minute drive.
Read →Placer.ai Alternatives for Trade Area Analysis (2026)
Placer.ai is a foot-traffic panel. If you need routed trade areas, saturation ceilings or chain-vs-chain overlap, here are the alternatives and what they cost.
Read →Planet Fitness vs Anytime Fitness: trade area overlap
Planet Fitness and Anytime Fitness trade areas routed on the road network. 82.17% of Planet Fitness's reach is shared at a 30-minute drive.
Read →Popeyes vs KFC: trade area overlap
Popeyes and KFC trade areas routed on the road network. 95.18% of Popeyes's reach is shared at a 30-minute drive.
Read →Retail Cannibalization Analysis: How to Actually Measure It
Cannibalization is measurable: the share of a new store's catchment already served by your existing stores. How to compute it and what the numbers mean.
Read →Retail Whitespace Analysis: A Practical Guide
Whitespace is not empty space on a map. It is population your footprint cannot reach. How to compute and rank it.
Read →Shake Shack vs Chipotle: trade area overlap
Shake Shack and Chipotle trade areas routed on the road network. 98.93% of Shake Shack's reach is shared at a 30-minute drive.
Read →Site Selection Data: Sources, Costs and Coverage (2026)
What the major site-selection data sources actually cost, which are free, and which layers matter for trade-area work.
Read →SiteZeus Alternatives for Franchise Site Selection (2026)
SiteZeus relaunched as Atlas in May 2026. A comparison of franchise site selection and territory mapping alternatives, with published prices.
Read →Sonic Drive-In vs Dairy Queen: trade area overlap
Sonic Drive-In and Dairy Queen trade areas routed on the road network. 93.68% of Sonic Drive-In's reach is shared at a 30-minute drive.
Read →Sprouts Farmers Market vs Trader Joe's: trade area overlap
Sprouts Farmers Market and Trader Joe's trade areas routed on the road network. 88.33% of Sprouts Farmers Market's reach is shared at a 30-minute drive.
Read →Starbucks vs Dunkin': trade area overlap
Starbucks and Dunkin' trade areas routed on the road network. 85.35% of Starbucks's reach is shared at a 30-minute drive.
Read →Store Saturation: How Many Locations Can a Market Support?
Unit growth targets are usually stated without a ceiling. How saturation is computed from routed catchments, and what it says about published targets.
Read →Subway vs Jersey Mike's: trade area overlap
Subway and Jersey Mike's trade areas routed on the road network. 85.34% of Subway's reach is shared at a 30-minute drive.
Read →Subway vs Jimmy John's: trade area overlap
Subway and Jimmy John's trade areas routed on the road network. 73.39% of Subway's reach is shared at a 30-minute drive.
Read →Target vs Walmart: trade area overlap
Target and Walmart trade areas routed on the road network. 98.84% of Target's reach is shared at a 30-minute drive.
Read →Texas Roadhouse vs Cracker Barrel: trade area overlap
Texas Roadhouse and Cracker Barrel trade areas routed on the road network. 70.5% of Texas Roadhouse's reach is shared at a 30-minute drive.
Read →The Home Depot vs Lowe's: trade area overlap
The Home Depot and Lowe's trade areas routed on the road network. 95.02% of The Home Depot's reach is shared at a 30-minute drive.
Read →T.J. Maxx vs Burlington: trade area overlap
T.J. Maxx and Burlington trade areas routed on the road network. 86.38% of T.J. Maxx's reach is shared at a 30-minute drive.
Read →T.J. Maxx vs Ross Dress for Less: trade area overlap
T.J. Maxx and Ross Dress for Less trade areas routed on the road network. 82.47% of T.J. Maxx's reach is shared at a 30-minute drive.
Read →Tractor Supply vs Ace Hardware: trade area overlap
Tractor Supply and Ace Hardware trade areas routed on the road network. 84.16% of Tractor Supply's reach is shared at a 30-minute drive.
Read →Trade Area Analysis Software: Complete Guide (2026)
The categories of trade-area software, what each is for, published prices, and how to tell a measured number from an extrapolated one.
Read →Ulta Beauty vs Sephora: trade area overlap
Ulta Beauty and Sephora trade areas routed on the road network. 95.56% of Ulta Beauty's reach is shared at a 30-minute drive.
Read →The US Retail Saturation Index
All 104 major US chains ranked 0-100 on how close each is to its geographic store ceiling, computed from routed drive-time catchments.
Read →Wawa vs QuikTrip: trade area overlap
Wawa and QuikTrip trade areas routed on the road network. 6.66% of Wawa's reach is shared at a 30-minute drive.
Read →Wendy's vs McDonald's: trade area overlap
Wendy's and McDonald's trade areas routed on the road network. 99.87% of Wendy's's reach is shared at a 30-minute drive.
Read →Wingstop vs Whataburger: trade area overlap
Wingstop and Whataburger trade areas routed on the road network. 28.01% of Wingstop's reach is shared at a 30-minute drive.
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