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.