Walmart Inc. reported roughly 40% growth in U.S. store-fulfilled delivery in its fiscal second-quarter results released August 20. In a May 28 announcement, the company outlined delivery in 30 minutes or less across 33 U.S. markets, with a $10 fee for Walmart+ members, a service targeting immediate needs such as forgotten groceries. U.S. e-commerce sales rose 24% in the quarter, and management cited improved e-commerce economics among the drivers of segment operating income growth. The open question for investors is whether delivery fees and merchandise profit cover picking and delivery costs when shoppers buy only a few items, since a small order still requires someone to select, prepare, and deliver it. The $10 fee gives Walmart a direct revenue source beyond merchandise, but waiving or discounting it could encourage demand while weakening the revenue available to pay for fulfillment.
Walmart Inc.Walmart reported ~40% growth in U.S. store-fulfilled delivery and 24% e-commerce sales growth, signaling strong customer demand for its delivery service.
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