Why Walmart is moving in on DoorDash, Uber Eats delivery action, starting with donuts, coffee and sandwiches

Walmart's deal to deliver for Dunkin' follows one earlier this year for Subway sandwiches, as the nation's largest retailer targets Uber Eats and DoorDash.

Why Walmart is moving in on DoorDash, Uber Eats delivery action, starting with donuts, coffee and sandwiches

TL;DR

  • Walmart is expanding its delivery service to include Dunkin' products, building on its partnership with Subway.
  • The initiative is positioned as a direct challenge to existing food delivery services like Uber Eats and DoorDash.
  • Walmart aims to combine restaurant deliveries with its vast assortment of merchandise, offering convenience to customers.
  • The strategy leverages Walmart's extensive store network and logistics infrastructure to create a competitive advantage.
  • By adding items like coffee and doughnuts, Walmart seeks to increase order frequency and drive app usage.
  • Experts suggest that while standalone food delivery can be challenging, integrating it with grocery orders makes the economics viable for Walmart.
  • Walmart's success will depend on optimizing delivery density, routing, and maintaining a high level of speed and customer experience for food items.