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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.

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