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Walmart expands delivery to Dunkin' products, challenging Uber Eats and DoorDash with fast, combined orders.

Market News
05 Sep 2026
CNBC
View Source
Bullish
Walmart expands delivery to Dunkin' products, challenging Uber Eats and DoorDash with fast, combined orders.

Walmart is launching delivery of Dunkin' products from its stores and plans to expand to most Dunkin' locations nationwide, competing directly with food delivery services like Uber Eats and DoorDash. This move builds on Walmart's existing Subway delivery program and leverages its vast store network, where 90% of Americans live within 10 miles of a Walmart. By combining restaurant orders with grocery shopping, Walmart aims to increase order frequency and basket size, offering customers convenience and value. While coffee and doughnut delivery alone is low-margin, Walmart integrates these with grocery orders to boost overall sales and customer engagement. The success of this strategy could reshape the food delivery market, but Walmart must optimize delivery density and maintain fast, quality service to compete effectively.

More News (WMT)

California accuses Amazon of pressuring vendors to raise prices at rival stores like Walmart and Target.

California accuses Amazon of pressuring vendors to raise prices at rival stores like Walmart and Target.

The state of California alleges that Amazon is involved in a price-fixing scheme that coerces wholesale vendors to increase prices at competing retailers such as Target, Walmart, Chewy, and Best Buy. Evidence includes email exchanges between Amazon v...

Market News
Bearish
1 day ago
Walmart's warehouse robots struggle with heavy items and old boxes, delaying automation savings.

Walmart's warehouse robots struggle with heavy items and old boxes, delaying automation savings.

Walmart's effort to automate warehouses with robots faces challenges as the machines struggle to handle heavy items like turkeys and dog food, and cannot manage the long-used cardboard boxes designed for human workers. To address this, Walmart plans ...

Market News
Neutral
1 day ago
Walmart nears JPMorgan as America's biggest company; JPMorgan's earnings report will decide the lead.

Walmart nears JPMorgan as America's biggest company; JPMorgan's earnings report will decide the lead.

Walmart and JPMorgan Chase are nearly tied in market value, with less than $4 billion separating them. Walmart was valued at $877.15 billion and JPMorgan at $880.98 billion as of October 8, 2026. The companies operate in very different sectors—retail...

Market News
Neutral
2 days ago
One-third of websites block Meta's AI agent Muse, delaying agentic commerce revenue, says Jefferies

One-third of websites block Meta's AI agent Muse, delaying agentic commerce revenue, says Jefferies

Jefferies found that about one-third of tested US websites block Meta's AI agent Muse, which aims to perform agentic commerce by browsing and buying online for consumers. This blocking delays Meta's potential revenue from transaction fees, as many si...

Market News
Neutral
2 days ago
Costco stock shows 11% upside with strong sales, member growth, and new warehouses planned.

Costco stock shows 11% upside with strong sales, member growth, and new warehouses planned.

Costco reported strong fiscal 2026 results with $303.15 billion revenue and $20.76 EPS, beating estimates for five quarters straight. Despite tariff pressures and margin challenges, the stock is rated a buy with a 10.88% upside to $1,034.74, supporte...

Analyst Insights
Bullish
3 days ago
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