WMT
Walmart’s trying to become your errand fairy
Walmart is expanding its restaurant delivery service with Dunkin, which is a very on-brand move for a retailer that wants to live inside your phone as much as it lives inside your neighborhood. Instead of just dropping off paper towels and eggs, Walmart is leaning harder into the “while you’re at it…” economy.
Why this matters
This isn’t just a cute coffee-and-donuts partnership. It’s Walmart continuing to make delivery stickier, which can mean more app usage, more order frequency, and more reasons for customers to keep Walmart in the checkout rotation.
- More delivery options can make the platform feel less like a grocery app and more like an everything app.
- If customers bundle breakfast runs with grocery orders, Walmart gets another shot at raising order value.
- It also keeps Walmart in the conversation with other retail giants racing to own last-mile convenience.
The bigger play
The real story here is that Walmart keeps finding ways to turn logistics into loyalty. First it was groceries, then broader marketplace stuff, and now restaurant delivery is another little brick in the “we deliver basically your whole day” wall.
Big picture: if Walmart can make delivery feel easy enough, you may stop thinking of it as a store and start thinking of it as infrastructure. And that’s a much more interesting business model.