Walmart expands restaurant delivery beyond its own stores, targeting Dunkin’s 10,000 locations
CNBC’s Kevin Williams reports that Walmart will deliver Dunkin’ products nationwide over the next year, expanding beyond in-store partners like Subway to standalone restaurant locations, a direct challenge to DoorDash and Uber Eats in third-party delivery.
Why it matters. DoorDash and Uber Eats now face a rival with a fundamentally different cost structure, since Walmart’s existing grocery delivery network subsidizes low-margin restaurant orders.
Signal from cnbc.com · Kevin Williams · read the original.
All gas. No brake. Free.
What’s happening, why it matters, who reported it, who followed, and how the story develops. Free with a reader account. Unsubscribe any time.
Continue free →