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June 18, 2019 2 minutes

Walmart Offers Competitive $98/Year Grocery “Delivery Unlimited” Service

Primary Analyst: Coresight Research
Contributors
Primary Analyst: Coresight Research
Other Contributors:
John Harmon, CFA, Managing Director of Technology Research
Sam Li
Flash Report

Executive Summary

Walmart is testing an unlimited grocery delivery service in select US markets called “Delivery Unlimited.”

  • Walmart subscribers pay an annual fee of $98 or a monthly charge of $12.95 for unlimited delivery of online grocery orders.
  • Driven by online grocery, Walmart’s e-commerce sales jumped 37% in 1Q20, and the company expects e-commerce sales to grow another 35% in FY20.
  • Separately, Target last week expanded its same-day delivery service, which costs $9.99 per order.

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This document was generated for

Food and Grocery

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