Walmart to Accept Apple Pay and Google Pay by End of 2026

M&A · PartnershipProduct / Tech
โดย Bloomberg·US·Read original
Summary · why it matters

Walmart Inc. will accept Apple Pay and Google Pay across all its U.S. stores and Sam's Club locations by the end of 2026, ending a years-long holdout, as reported by Bloomberg on August 21, 2026. The rollout begins August 24 at select locations, with fuel stations gaining the capability by mid-2027. Walmart had previously relied on its own proprietary Walmart Pay system, preferring QR-code technology that gave it more control over transaction data, rather than supporting near-field communication wallets like Apple Inc.'s Apple Pay. Customers will be able to tap contactless cards, phones, or smartwatches at checkout and add Walmart, Sam's Club, or OnePay cards to their digital wallets. For Apple, this closes one of the last major gaps in Apple Pay's retail coverage, as more than 90% of U.S. retailers already accept Apple Pay, and the service holds roughly 92% market share among U.S. mobile wallets, according to Capital One data. However, Walmart is giving up some data control, and the financial upside for Apple per transaction is likely modest relative to the headline significance of the deal.

Impact on stocks 8

Artificial Intelligence · 4 stocks
Apple Inc.
AAPL
▲ PositiveDemandrelevance

Apple Pay gains Walmart as a major retailer, closing a key gap in coverage and expanding its user base.

Alphabet Inc Class C
GOOG
▲ PositiveDemandrelevance

Google Pay will be accepted at Walmart, expanding its reach to a major retailer.

Consumer Staples · 1 stocks
Walmart Inc.
WMT
± MixedTechnologyrelevance

Walmart adopts Apple Pay and Google Pay, ending its proprietary Walmart Pay system, but impact on its business is mixed due to data control trade-offs.

Semiconductors · 1 stocks
Digital Finance & Tokenization · 1 stocks
Financials · 1 stocks

Theme Impact 1

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