Yes! That is what has surprised me recently. The Walmart shoppers have been halved of late. I would not have even sent that out to Cramer, but for what I have personally saw for myself. Big Lots has been packed with shoppers. The Walmart consumers have really slowed since the holidays.
I cannot answer your question with a hard lined YES! All I know is for whatever goods/products that Big Lots has on their shelves has brought in shoppers in a BIG way of recently.
I cannot say what the future will hold, but only for what I have witnessed recently.