- Walmart plans to begin delivering Dunkin' products from its own stores before expanding to most Dunkin' U.S. locations over the next year; the program builds on its earlier Subway partnership.
- Walmart's strategic advantage is its store network, with 90% of Americans located within 10 miles of a Walmart, allowing restaurant orders to be bundled with grocery and general-merchandise purchases.
- Walmart's U.S. fast-delivery business grew 48% in the quarter, but deliveries from restaurants outside Walmart stores will face the standalone delivery economics already managed by DoorDash and Uber Eats.
Quotes
“We see this as a way to continue adding value and convenience for customers within a shopping experience they already know and trust. By pairing restaurant delivery with Walmart's vast assortment, we can create a delivery experience that gives customers more of what they want in one place”
“To me it seems that Walmart is testing its own delivery system to see if they can handle it, and if it is successful there will be a big competition between Walmart and Uber Eats and DoorDash”
“Once you leave your own building, the attachment breaks, and you're essentially running pure delivery economics against DoorDash and Uber Eats, who have already occupied that ground”