September 2026 retail and food services sales were $745.0 billion, up 0.8 percent from the previous month and up 6.3 percent from September 2025. Grocery store sales rose 0.5 percent from the prior month. General merchandise store sales moved 0.1 percent lower from the prior month. Nonstore retailers rose 0.3 percent from the prior month. Grocery is the book that continues. General merchandise and nonstore are the merchant exposure.
census.gov
Walmart U.S. operates 4,611 stores and had net sales of $482,975 million in the year ended 31 January 2026. Less than one third of what Walmart sells in the U.S. is imported, with most of those imports coming from China, Mexico, Vietnam, India, and Canada. Grocery was $285,482 million and general merchandise was $115,060 million. Calculated from those sales and $482,975 million, grocery was 59.1 percent and general merchandise was 23.8 percent.
sec.gov
Target says approximately one-half of the merchandise it offers is sourced from outside the United States, with China the largest country of origin for imported goods. A second sentence in the same filing calls China the single largest source of merchandise Target imports. Net sales were $104.8 billion. Stores fulfilled more than 97 percent of merchandise sales. The filing does not name Taiwan.
sec.gov
China was 48.4 percent of U.S. imports of toys, games, and sporting goods. Taiwan was 4.7 percent of U.S. imports of toys, games, and sporting goods. Both shares are calculated from the 2025 end-use column. China toys were 19,353,331,006 dollars and Taiwan toys were 1,891,295,250 dollars, against a world total of 40,008,205,492 dollars. China toy imports were 37.1 percent lower than 2024. That 37.1 percent is calculated from 30,747,342,014 dollars in 2024 and 19,353,331,006 dollars in 2025.
census.gov
Taiwan was 3.5 percent of U.S. imports of business machines and equipment. That share is calculated from Taiwan imports of 176,176,559 dollars and world imports of 4,967,512,735 dollars in 2025. The same workbook shows Taiwan at 33.1 percent of computers and 23.3 percent of semiconductors. Those two lines are not the retail shelf. They are why a country goods total would misstate store exposure.
census.gov
In the second quarter of 2026, seasonally adjusted e-commerce sales were $340.2 billion. E-commerce sales rose 3.8 percent from the prior quarter. On the adjusted basis, e-commerce accounted for 17.1 percent of total sales. Of Walmart U.S. net sales, approximately $99.6 billion was eCommerce. Calculated from 99,600 million dollars and 482,975 million dollars, that is 20.6 percent.
census.govsec.gov
The named retailer outage used here is Marks and Spencer, not a U.S. chain. The strategic report records £131.3 million of costs directly related to the cyber incident. Online sales decreased by 18.4 percent to £1,165.7 million, reflecting the pause in online orders. The group has 1,059 UK-owned and franchise stores. The opened text does not print a day count for the pause. That 18.4 percent print stays a U.K. retailer.
corporate.marksandspencer.com
The fetched case with U.S. banners is Ahold Delhaize. The 19 October 2026 update says the incident was previously disclosed on Monday, 12 October 2026, that stores remained open throughout, and that e-commerce services at the U.S. brands were still expected to come back in the coming days. The 4 November 2026 results say most of the disruption was contained within two weeks and, on current estimations, is expected to reduce fourth-quarter net sales by between €200 million and €250 million. That group is not an Australian retailer, and the two-week phrase is the printed duration. No store count was printed.
newsroom.aholddelhaize.comnewsroom.aholddelhaize.com
A China stop hits imported general merchandise and nonstore parcels. It does not, on these pages, empty grocery. Grocery stores were $77,152 million in September 2026, up 0.5 percent from August and up 0.9 percent from September 2025. General merchandise was $81,776 million, down 0.1 percent from August and up 4.2 percent from a year earlier. Nonstore was $124,283 million, up 0.3 percent from August and up 8.2 percent from a year earlier.
census.gov
Walmart's own split is the chain-level version of that divide. Grocery is the majority of Walmart U.S. sales at the calculated 59.1 percent. Imports are less than one third of U.S. sales, and China is named first among import origins. The filing does not print a China percentage of purchases.
sec.gov
The shelf lines that name China in the 2025 end-use column are concentrated. Furniture, household goods was 21.7 percent China, calculated from 8,195,408,833 dollars and a world total of 37,831,928,088 dollars. Household appliances were 28.4 percent China, from 10,400,167,537 dollars and 36,625,905,275 dollars. Cell phones and other household goods were 36.1 percent China, from 39,302,587,858 dollars and 108,830,048,517 dollars. Footwear was 30.8 percent China, from 5,459,609,119 dollars and 17,733,535,446 dollars.
census.gov
Those China dollar levels already fell before this scenario. Cell phones and other household goods from China were 39.1 percent lower in 2025 than in 2024, calculated from 64,544,843,488 dollars and 39,302,587,858 dollars. The scenario is a stop from whatever level is still on the water, not a return to the 2024 dollar level.
census.gov
September imports of consumer goods were $59,842 million, up $2,355 million from August. January through September consumer-goods imports were $511,229 million against $630,222 million a year earlier, a decline of $118,992 million. The calculated decline is 18.9 percent. That comparison is nine months, not a six-month window, and it is not split by country.
census.gov
The week-1 cash event at the merchant is a till or a website, on the Marks and Spencer record of a checkout pause. Commercial Facilities includes Retail and operates with open public access. Whether a 2027 wave hits U.S. tills in that order is an inference.
corporate.marksandspencer.comcisa.gov