Here’s why Walmart doesn’t open new stores 👇
- machristineoffice
- 2 days ago
- 1 min read
Yes, Walmart is the beast of traditional retail.
But Aldi, BJ’s, Kroger, and Costco are growing faster.
Heck, even Target will open more doors this year.
Walmart will open 20 new doors over the next 2 years.
That’s a paltry 0.2% growth per year.
Do you even grow bro?
“𝘐𝘧 𝘺𝘰𝘶’𝘳𝘦 𝘯𝘰𝘵 𝘨𝘳𝘰𝘸𝘪𝘯𝘨, 𝘺𝘰𝘶’𝘳𝘦 𝘥𝘺𝘪𝘯𝘨.” - Phil Knight
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Let’s look at this through another lens.
Let’s look at Walmart growth through digital:
- 24% global ecommerce growth (Q4 FY2026)
- 27% U.S. ecommerce growth (Q4 FY2026)
- 8 straight quarters of 20%+ ecom growth.
- 50%+ growth in <3-hour delivery orders.
- 70% growth in store-fulfilled delivery (Q3, 2025.)
- 23% of total sales from ecommerce.
Maybe let that last line sink in.
Nearly 1/4 of Walmart sales originate online now.
And ecom sales are still showing double-digit growth.
I mean, where would you invest?
“…𝘦𝘤𝘰𝘮𝘮𝘦𝘳𝘤𝘦 𝘥𝘳𝘪𝘷𝘦𝘴 𝘵𝘩𝘦 𝘮𝘢𝘫𝘰𝘳𝘪𝘵𝘺 𝘰𝘧 𝘰𝘶𝘳 𝘴𝘢𝘭𝘦𝘴 𝘨𝘳𝘰𝘸𝘵𝘩.”
- Walmart CFO, John Rainey
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Walmart is one of the World’s biggest data companies.
And Walmart says the future of fulfillment is digital.
Who am I to argue?
So have you tried Walmart Plus for delivery?
What do you think of it?
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We drive velocity in Sprouts, Whole Foods, Walmart, Target, Walgreens, CVS, Kroger, Sam's, COSTCO, and lots of other retailers.
We grow brands on Amazon.
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