in store

Target expects to remodel more stores in 2026, and it is also evolving its shipping strategy to make sure that e-commerce doesn’t weigh on the in-store experience.

Currently, Target fulfills most of its online orders at stores—a tactic that some analysts argue has contributed to in-store inventory shortages, long checkout lines, and messier stores.

Starbucks is investing hundreds of millions of dollars in increased staffing in cafes, additional barista training and ceramic dinnerware for in-store orders to improve the experience for customers.

Rogers says 75% of the market is still in baskets $75 and above, but more people may be making small purchases online that they previously would have made in-store.

“It’s possible that new entrants and new use cases are driving incremental small baskets online,” Rogers says, adding that Amazon’s grocery delivery expansion is drawing customers that previously shopped in-store.