Walmart delivers the final blow to Costco and Target: it's happening in the United States

Retail in the United States is undergoing a period of deep transformation. Companies like Walmart, Target, and Costco are competing to lead an increasingly demanding market. Technological evolution and new consumer demands are redefining the rules of the game.

Speed, personalization, and efficiency are now key factors in purchasing decisions. Consumers are looking for more than just low prices or well-known products. They want agile experiences, immediate solutions, and brands that understand their lifestyle.

Walmart Profits From Its Bet on Express Delivery

After years of investment and testing, Walmart reached a goal that once seemed out of reach: making money from same-day deliveries. According to Business Insider, this achievement is due to its extensive store network, the use of automation, and improved logistics. This combination has transformed its service into an efficient and profitable operation.

Doug McMillon, the company's CEO, stated that they can reach 95% of households in three hours (3 h) or less. "Delivering to five houses on the same street instead of just one" distributes costs more effectively, explained John David Rainey, Walmart's CFO. This approach has optimized delivery resources, consolidating its position as a leader in fast deliveries.

Although its inventory is not as extensive as Amazon's, its speed and coverage make a difference. This advantage has started to tip the balance of digital commerce in its favor. Walmart has managed to turn speed into a real and sustainable source of income.

Changing Habits and New Consumers

Walmart is also outperforming its rivals in the online food segment, where customer loyalty is vital. According to Grocery Dive, 60% of Prime members bought groceries at Walmart, while only 52% did so at Amazon. In addition, 79% of Walmart+ users made repeat online purchases during the past year.

This change also reflects a different consumer profile. Walmart has succeeded in attracting younger shoppers with greater purchasing power. Its strategy of adapting stores with sushi stations, Hispanic bakeries, and fresh tortillas reinforces this trend.

While Target and Costco keep traditional approaches, Walmart is redefining the concept of a supermarket. With innovation, speed, and closeness to the customer, it is establishing itself as the new leader in modern retail. The result is a more human, faster, and more convenient experience, ideal for today's needs.