The Motley Fool
25 Oct 2026, 16:27 UTC · 2h ago
Can Walmart's New Bundled Subscription Beat Amazon?
Impact · against what's priced in
The new membership bundle is a tactical move to accelerate Walmart's high-margin flywheel, which the market currently discounts. However, it is unlikely to materially disrupt Amazon's Prime dominance enough to alter the current valuation of its AWS and advertising-driven growth story.
- WMT+0.20
Challenges what's priced in
- The price assumes
The high-margin advertising and membership flywheel (up 38% and 17% respectively)
The market currently declines to pay for the expansion of the high-margin membership flywheel; this bundled offering specifically aims to deepen engagement and strengthen that flywheel to compete with Prime.
What WMT's price assumes · Sep 10
