Walmart & T.J. Maxx: America’s New Luxury Bargain Bin

KEY POINTS

•In Q3 2025, Walmart increased revenue by 5.8% and attracted more middle to higher-income shoppers.
•T.J. Maxx and Ross Stores reported same-store sales growth of 5% and 7% respectively in the recent quarter.
•Fast-casual chains like Applebee’s and Chili’s prosper as they hit the right price point for dine-in value.
•Meanwhile, Chipotle, Sweetgreen, and Cava faced declining young customer visits, impacting sales and stock prices.

In Q3 2025, Walmart flexed its capitalist muscles with a 5.8% revenue hike and stole the wallets of more upscale Americans, while T.J. Maxx and Ross strutted their off-price stuff boasting sales boosts of 5% and 7%. Meanwhile, Chipotle, Sweetgreen, and Cava—aka trendy slop bowl HQs—got ghosted by Gen Z and Millennials, with Sweetgreen’s sales tanking by 9.5%. Not shockingly, Target can’t keep its aisles clean or its cashiers fast enough, pushing shoppers to greener (and less chaotic) pastures. Even McDonald’s CEO admits value now matters at every income level, as the big Mac becomes a generous meal deal rival. Cheap luxury and bargain feasts are the new American dream, apparently.

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Mockingbird News

@MockingbirdNews · now

Walmart’s rich plebs invasion confirmed while $15 salad joints hemorrhage customers faster than you can say 'avocado toast recession'. The true America: bulk buys and budget luxe.

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