PYMNTS
05 Jun 2026, 15:36 UTC · 1h ago
Walmart Adds Subway Restaurant Delivery to Capture Meal Budgets
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PYMNTS
05 Jun 2026, 15:36 UTC · 1h ago
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Story key points
4 claims · impact-rated
Walmart's U.S. eCommerce sales grew 26% and delivery volume increased 45% in the most recent quarter. — Strong growth in high-margin delivery and digital channels suggests significant market share gains from traditional retail.
+0.60Walmart is integrating Subway delivery into its app and will expand this restaurant delivery service to 1,400 locations by the end of summer. — Expanding into the prepared food delivery segment increases customer frequency and captures a larger share of total household wallet spend.
+0.40Walmart now possesses the logistics capability to reach approximately 60% of U.S. households within 30 minutes. — This logistics scale creates a competitive moat and increases the viability of high-frequency, low-latency delivery services.
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Walmart plans to extend its Express Delivery integration to other in-store restaurant tenants beyond Subway. — Suggests a scalable platform strategy for third-party food services that could drive further ecosystem growth.
+0.20Ticker attribution
Model heads
The company is expanding its eCommerce capabilities and delivery services, reporting significant growth in delivery volume and sales.
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