Walmart is expanding its delivery network to deepen its omnichannel model, reporting that U.S. e-commerce sales rose 24% in the second quarter of fiscal 2027 while store-fulfilled delivery sales grew approximately 43%. Expedited deliveries completed in under three hours accounted for roughly 37% of store-fulfilled orders, average weekly customers increased more than 20%, fast delivery in the United States rose 48% during the quarter, and sub-30-minute delivery expanded to 38 U.S. markets. Stores serve as last-mile fulfillment nodes for 80% of e-commerce orders and 100% of fast deliveries, and Walmart said customers using fast delivery shop more frequently, deepen their engagement and are more likely to become Walmart+ members. The delivery offering is also extending into additional food occasions through a recent collaboration with Dunkin', set to launch first via 150 in-store tenant locations, with plans to expand to the majority of Dunkin's 10,000 locations outside Walmart stores nationwide. Walmart, which competes with Costco Wholesale Corporation and Target Corporation, has seen its shares gain 3.3% over the past year compared with the industry's 2.2% growth, while the Zacks Consensus Estimate for its current fiscal-year sales and earnings per share implies year-over-year growth of 5.3% and 8.7%, respectively.
Walmart Inc.Walmart's fast delivery grew 48% and e-commerce sales rose 24%, with fast-delivery customers shopping more frequently.
Costco Wholesale Corp
Target CorporationDunkin' collaboration extends Walmart delivery into additional food occasions, launching via 150 in-store locations with plans to expand nationwide.
