> compete in grocery with the real giants in Walmart
In my area Walmart is on Instacart and I've often wondered how that squares with their own delivery service.
In my area Walmart is on Instacart and I've often wondered how that squares with their own delivery service.
They tried that with WalmartPay. After about a decade, they gave up[1].
Consumers have a lot of agency. A lot of people get paid access to one of the other platforms by virtue of tie-ins with their mobile carrier, or bank, or whatever. There's low incentive to pay again to use Walmart's delivery service, which will not also bring delicious Thai food for lunch.
1 - https://techcrunch.com/2026/08/21/walmart-to-finally-start-a...