Walmart Plus takes on Amazon Prime
cnet.com
cnet.com
They must have explored this idea yeah? How could they not have? I guess that Vudu was just too valuable for cash and was a good time to sell?
Walmart has competitors in every market I've seen. Small towns seem to be more likely to have chain dollar stores than a Walmart.
In my small city of 50k, Walmart doesn't exclusively cover any category other than maybe toys. There are other grocery stores, other automotive stores, other clothes stores, jewelry, drugs, blah blah. You go to Walmart because it's cheap, not because it's the only option.
So if the question is where do I go to get some random item where it won't break immediately and I won't overpay, Walmart seems like a reasonable choice.
Of course, Walmart is not alone in the category of wide selection, reasonably cheap, not terrible quality, Target comes to mind, and I think Kohls too, although I rarely go there so I might be wrong about that. Anyone know any others?
So I agree Walmart is not a monopoly, even if you are looking for apples-to-apples comparisons it is not unique.
But throw in the next season of Marvelous Mrs. Maisel, and I no longer really care. That show is that good.
The benefits you get are really just delivery of in-store items to your house, it seems your walmart.com experience doesn't change much. Based on what I've seen on Amazon fresh, you'd probably make up your $98 pretty quick if you moved all your grocery shopping from fresh to WM+.
But even more competitive with Amazon, the Walmart in Van Horne, Texas has all that available for same day delivery too even though it’s 200 miles from El Paso and even further from Dallas.
Walmart is cheap, but often high quality for staples. They have a good to great organics food section, their toiletries section carries high quality diapers, their toy section has legos and other luxury toys etc etc etc.
even their clothes are of good quality (although no luxury brands).
Walmart actually has nicer stuff than Target a lot of the time.
"Target-exclusive shoppers are more likely to be female, younger and richer. For example, Target-exclusives had an average household income of about $85,000, compared to $57,000 for Walmart-exclusives, according to a 2005 survey." https://www.jacksonville.com/article/20111104/ENTERTAINMENT/...
> "We're not launching Walmart Plus with the intent to compete with anything else," Whiteside [Walmart's chief customer officer,] said when asked about Prime. "We're launching it to meet the needs of our customers."
Sure.
And my mom shops at Wal-mart NON-STOP. There are a lot of people like here. This is for them.
I can't handle Walmart's anymore, maybe it's pandemic times, but they're overstretched, overcapacity, multiple of people in one place and a frenzy. They weren't always like that too.
One thing that did annoy me is now after COVID Walmart employees complain if you have more than 10 items in the self-checkout lane, but there's no sign suggesting self-checkout is for a small amount of items. One lady was being loud and obnoxious about it, even when nobody was talking to her.
If Walmart and Target will let me pay from an app and just walk up to a machine to print out my receipt, I'd be using their app a lot more. I don't even care about having to bag up my stuff, I got my own bags for groceries in my car already. I guess the trickery is for grocery items that must be weighed.
It's like the experience doesn't scale. Long lines, filthy (often broken) carts, and they don't restock the shelves often enough. Of course, that was all pre-COVID. I haven't been in a store since March.
I only want the store features, I don't care about the rest, and when they keep raising the price to subsidize their content creation it makes me have to re-decide every time if it's still worth the cost.
A lot of items still have free shipping. Amazon will give very pessimistic delivery date estimates and try to upsell Prime at every opportunity, but packages still get here fairly quickly. More often than not, an order arrives in 2 or 3 days even without Prime, almost always faster than the estimate given at checkout.
Ymmv, but it seems clear to me that Prime is more about manipulating purchasing behavior to buy more and the add-ons like video and grocery delivery than about the advertised free 2 day shipping.
I don't care about any of those either.
Another post in this thread mentioned Walmart's sale of Vudu as premature in light of this offering, but I prefer an unbundled, single-purpose service. I don't want groceries from my television provider.
I'm excited by this.
Amazon is starting to get worse as of late, but it still has the most reliable online delivery so far.
I don't; Walmart courts brands, tempting them with access to thousands and thousands of stores. As soon as an irreplaceable proportion of the brand's revenue comes from Walmart, they start turning the screws, lowering the price they sell the product at, forcing the supplier to reduce costs. This often ends up with the brand producing a different product, with the same name, to sell at Walmart.
I can't find fault in any party's decisions in these scenarios; consolidation is the inevitable result of capitalism.
https://www.fastcompany.com/54763/man-who-said-no-wal-mart is one example of a company that saw what was coming and refused to go along with it.
...except that you can refuse to do business with them and they're not going to kneecap you or burn down your business
I'm not among those complainers, having grown up in a small town where you couldn't get anything without mail-ordering it until Wal-Mart came in. But I could certainly be swayed to their point of view if Wal-Mart starts selling counterfeit or extremely low-grade crap like the rope ericbarrett purchased.
I think this will be popular in those places where Walmart is the retailer of last resort which encompasses a lot of mid-west and even the south.
On demand 1 thing at a time can be nice ordering something niche online, but when you have a whole fresh grocery, just add some steak or toilet paper.
Walmart has less depth but if you can get store prices you're in a significantly better starting place.
Unfortunately, middle america is spread out that I doubt any kind of delivery system would be effective there. Biggest benefit might be avoiding the checkout lines, but even then, in middle america those lines aren't that bad.
Sounds like this mostly benefits dense suburbs.
> In-store prices as fast as same-day on more than 160,000 items from tech and toys to household essentials and groceries.
For people who live in dense urban areas without Walmarts (e.g. SF, Chicago, Seattle, NYC, etc.), there's a genuine value prop there. Walmart sells pantry items for less than basically everyone.
[0]: https://corporate.walmart.com/newsroom/2020/09/01/walmart-in...
Compare Walmart store locations [1] to Amazon fulfillment centers [2] and you'll see that delivering from their stores enables them to cover a lot of rapid-delivery territory where Amazon just isn't.
1 https://www.scrapehero.com/store/wp-content/uploads/maps/Wal...
2 https://truthout.org/wp-content/uploads/2018/09/02-Amazon-Wa...
I live in Puerto Rico which is one of those places where Amazon kind of sucks. Items used to take over a week to get here and I was OK with that because I understand geographic limitations. Now they often take a month, which I'm willing to accept because of current circumstances. But what puts me off is that they flat out refuse to sell me many items. I have a Prime subscription but my last phone didn't come from Amazon. It came from Walmart online. Even eBay serves my region better.
About Walmart, I have a Walmart owned supermarket within walking distance of my house, a Supercenter about 9 miles away, and there's a Sam's club right next to it. My groceries and my medicines come from a store owned by Walmart and they're everywhere. If I didn't have the time or the energy to buy my parents their groceries I would get them delivered to them from Walmart.
Now, I don't expect to use their service (if it becomes available here) because most of my online shopping consists of items that I can't find locally, but for people in areas like mine who can't visit or who don't like to visit physical stores this service would be great.
Every time I've had to return something, it has taken at least 20 minutes as there is either no employee or is understaffed with a 5+ person queue.
It's actually an interesting exercise to look at long term spending at stores. In the past 12 years I've spent $37k @ Amazon compared to nearly $50k at WM. Big numbers, but averaged out that's not all that much. Most of my grocery spend in recent years has been at WM due to it being the closest grocery store and is within walking distance of my house.
You only get free shipping with orders $35 or more. I haven't checked recently but I thought you get that at Amazon without paying for Amazon Prime.
Which doesn't sound that compelling to me.
For example: https://www.usatoday.com/story/money/2020/09/01/amazon-prime...
If that isn't true then they aren't getting their message out on why this is a compelling service.
It's incredible that amazon's market cap is now 4X walmart's. Amazon is well on its way to becoming the 2nd 2 trillion dollar company after Apple. Bezos and his ex-wife's shares are now worth $260 billion. Bezos is the world's wealthiest person and his wife is the world's wealthiest woman. Of course it's mostly all on paper at the moment, but the run the big tech companies had in the past 5 years is breathtaking. Is it substantive or a gigantic bubble?
What's interesting is that it took AAPL and AMZN decades to become a trillion dollar company. It took AAPL a few months to add another trillion to their market cap. AMZN is on track to do the same.
It's both IMO. The whole market is in a giant bubble due to various fiscal policies and decisions, but the big tech companies have substantive/reasonably solid businesses within the bubble.
I keep Prime for Video mostly (kids titles), but We use the free Prime music (not unlimited) quite a bit.
I recently discovered Prime books with kids titles which end up being convenient for car rides or times when carrying many books is inconvenient, but libraries have plenty of assortment for kids ebooks these days so that's not really a selling point.
Walmart is a behemoth. Also Walmart has the advantage of local stores to deal with returns etc
I'll most likely switch.
Or different tastes.
Amazon continues to pay lip service to the fakes problem but it's a major reason I only buy items there when there aren't other good options now.
Their inability to explain the value proposition when asked that question by a reporter isn’t showing a great deal of confidence in the offering.
Plenty of other grocers/retailers could go the Doordash route and be competitive.
Consumers will generally choose efficiency (manifested as lower prices) over security (local stores with local owners resulting in redundant supply chains).
Browbeating people into accepting a less-efficient alternative, regardless of how you think the morality stacks up, just won't work.
So much this. I'm guessing the next phase of this will be subscription aggregators who will package these services into bundles e.g. netflix, prime, uber eats along with a bunch of fringe services for the low-low-monthly-price of just $199.99.
Much of walmart.com is now filled via 3rd party - same as Amazon (except perhaps more likely to seller ship vs be marketplace fulfilled).
You can thank the Progressive Era[1] for giving the US Prohibition[2], the legacy of which is the insanity of present-day US drug and alcohol laws.
[1] https://en.wikipedia.org/wiki/Progressive_Era [2] https://en.wikipedia.org/wiki/Prohibition_in_the_United_Stat...
[1] https://www.5280.com/2019/10/are-grocery-store-beer-sales-ki...
And what your sister is doing is actually illegal in Utah, but also largely unenforced.
Which is also another topic -- too many laws, most of which aren't enforced, and need to go away.
Walmart shipping is already free with a $35 dollar order, it's just 2 day instead of 1 day.
I hope they would have lowered that minimum order amount if you paid for their service.
Next step is moving my company's cloud from AWS to Azure. Not sure yet what to do about the surveillance devices (Alexa) as I want something that can run without an internet connection to a Big Tech company.