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Walmart Just Fired a Shot at DoorDash | Fast Five Shorts · Omni Talk Retail

• 0:00
  Walmart
• 0:00
  is
• 0:00
  now
• 0:01
  delivering
• 0:01
  Subway
• 0:02
  sandwiches
• 0:03
  directly
• 0:04
  to
• 0:04
  customers
• 0:04
  through
• 0:05
  the
• 0:05
  Walmart
• 0:05
  app
• 0:05
  and
• 0:06
  Walmart.com,
• 0:07
  marking
• 0:07
  the
• 0:08
  first
• 0:08
  time
• 0:08
  a
• 0:09
  major
• 0:09
  retailer
• 0:09
  has
• 0:10
  integrated
• 0:10
  made
• 0:10
  to
• 0:10
  order
• 0:11
  restaurant
• 0:11
  meals
• 0:11
  into
• 0:12
  its
• 0:12
  express
• 0:12
  delivery
• 0:13
  service.
• 0:14
  Announced
• 0:14
  during
• 0:15
  Walmart's
• 0:15
  shareholders
• 0:16
  week
• 0:16
  In
• 0:16
  Bentonville
• 0:17
  on
• 0:17
  June
• 0:17
  4,
• 0:18
  the
• 0:18
  service
• 0:18
  allows
• 0:19
  customers
• 0:19
  in
• 0:19
  select
• 0:20
  markets
• 0:20
  to
• 0:21
  order
• 0:21
  freshly
• 0:21
  made
• 0:21
  Subway
• 0:22
  meals
• 0:22
  for
• 0:22
  delivery
• 0:23
  in
• 0:23
  as
• 0:23
  little
• 0:23
  as
• 0:24
  30
• 0:24
  minutes
• 0:26
  on
• 0:26
  their
• 0:26
  own
• 0:26
  or
• 0:26
  bundled
• 0:27
  alongside
• 0:27
  groceries,
• 0:28
  prescriptions
• 0:28
  and
• 0:29
  household
• 0:29
  staples
• 0:30
  through
• 0:30
  Walmart's
• 0:31
  existing
• 0:31
  express
• 0:32
  delivery
• 0:32
  service.
• 0:33
  The
• 0:33
  service
• 0:33
  has
• 0:34
  been
• 0:34
  tested
• 0:35
  in
• 0:35
  Connecticut
• 0:35
  and
• 0:36
  Dallas
• 0:36
  thus
• 0:36
  far,
• 0:36
  and
• 0:37
  Walmart
• 0:37
  plans
• 0:37
  to
• 0:37
  expand
• 0:38
  it
• 0:38
  to
• 0:38
  approximately
• 0:39
  1400
• 0:40
  Walmart
• 0:40
  Supercenter
• 0:41
  locations
• 0:42
  where
• 0:42
  Subway
• 0:42
  franchises
• 0:43
  operate
• 0:44
  inside
• 0:44
  the
• 0:44
  stores
• 0:44
  by
• 0:45
  the
• 0:45
  end
• 0:45
  of
• 0:45
  the
• 0:45
  summer.
• 0:46
  This
• 0:47
  move
• 0:47
  also
• 0:47
  puts
• 0:47
  Walmart
• 0:48
  in
• 0:48
  more
• 0:48
  direct
• 0:49
  competition
• 0:49
  with
• 0:49
  UberEats
• 0:50
  and
• 0:50
  DoorDash
• 0:51
  as
• 0:51
  it
• 0:51
  now
• 0:51
  combines
• 0:52
  grocery
• 0:52
  and
• 0:52
  meal
• 0:53
  delivery
• 0:53
  under
• 0:53
  a
• 0:53
  single
• 0:54
  transaction
• 0:54
  and
• 0:55
  app
• 0:55
  experience
• 0:56
  with
• 0:56
  further
• 0:57
  room
• 0:57
  to
• 0:57
  grow
• 0:57
  over
• 0:58
  time
• 0:58
  because
• 0:58
  according
• 0:59
  to
• 0:59
  Friend
• 0:59
  of
• 0:59
  OmniTok
• 1:00
  Walmart
• 1:00
  SVP
• 1:01
  Greg
• 1:01
  Cathy
• 1:02
  quote
• 1:02
  almost
• 1:03
  all
• 1:03
  quick
• 1:03
  service
• 1:04
  restaurant
• 1:04
  brands
• 1:05
  are
• 1:05
  within
• 1:06
  five
• 1:06
  miles
• 1:06
  of
• 1:07
  a
• 1:07
  Walmart
• 1:07
  store.
• 1:08
  End
• 1:08
  quote.
• 1:09
  Chap.
• 1:09
  Walmart
• 1:10
  has
• 1:10
  officially
• 1:10
  entered
• 1:11
  the
• 1:11
  food
• 1:11
  delivery
• 1:11
  wars.
• 1:12
  Is
• 1:12
  Subway
• 1:13
  delivery
• 1:13
  a
• 1:13
  flash
• 1:14
  in
• 1:14
  the
• 1:14
  pan
• 1:14
  or
• 1:15
  a
• 1:15
  sign
• 1:15
  of
• 1:15
  yet
• 1:16
  another
• 1:16
  consequential
• 1:17
  growth
• 1:17
  strategy
• 1:18
  for
• 1:18
  Walmart?
• 1:19
  Wow.
• 1:19
  So
• 1:19
  Chris,
• 1:20
  I'd
• 1:20
  have
• 1:21
  to
• 1:21
  say
• 1:22
  Uber
• 1:22
  Eats
• 1:22
  and
• 1:23
  Door
• 1:23
  Dash.
• 1:24
  I
• 1:24
  hope
• 1:24
  you
• 1:25
  are
• 1:25
  paying
• 1:25
  attention
• 1:26
  because
• 1:27
  wow,
• 1:27
  a
• 1:28
  shot
• 1:28
  has
• 1:28
  been
• 1:28
  fired
• 1:29
  across
• 1:30
  your
• 1:30
  bow.
• 1:31
  You
• 1:32
  know
• 1:32
  delivery
• 1:32
  infrastructure
• 1:33
  seems
• 1:33
  to
• 1:33
  be
• 1:33
  Walmart's
• 1:34
  flywheel
• 1:35
  right
• 1:35
  now,
• 1:35
  so
• 1:35
  this
• 1:36
  clearly
• 1:36
  makes
• 1:37
  sense
• 1:37
  for
• 1:37
  them
• 1:37
  with
• 1:37
  basket
• 1:38
  size.
• 1:38
  More
• 1:39
  reason
• 1:39
  to
• 1:39
  shop
• 1:39
  there.
• 1:40
  Free
• 1:41
  delivery
• 1:41
  of
• 1:41
  the
• 1:42
  subway
• 1:42
  if
• 1:42
  you're
• 1:42
  pairing
• 1:43
  it
• 1:43
  with
• 1:43
  groceries.
• 1:44
  So
• 1:44
  it
• 1:44
  gets
• 1:44
  more
• 1:45
  use
• 1:45
  cases
• 1:45
  into
• 1:46
  this
• 1:46
  delivery
• 1:46
  flywheel.
• 1:48
  And
• 1:48
  of
• 1:48
  course
• 1:48
  the
• 1:48
  biggest
• 1:48
  use
• 1:49
  case
• 1:49
  of
• 1:49
  all
• 1:49
  in
• 1:49
  delivery
• 1:50
  for
• 1:50
  fast
• 1:50
  delivery
• 1:51
  is
• 1:51
  restaurants.
• 1:52
  And
• 1:53
  when
• 1:53
  you
• 1:53
  pair
• 1:53
  this
• 1:54
  with
• 1:54
  the
• 1:54
  drone
• 1:54
  infrastructure
• 1:55
  as
• 1:55
  well,
• 1:56
  your
• 1:56
  head
• 1:56
  starts
• 1:57
  to
• 1:57
  explode
• 1:58
  with
• 1:58
  the
• 1:58
  possibilities.
• 1:59
  So
• 2:00
  yes
• 2:00
  to
• 2:01
  Subway,
• 2:01
  but
• 2:02
  a
• 2:02
  bigger
• 2:02
  yes
• 2:02
  to
• 2:03
  Jimmy
• 2:03
  John's
• 2:03
  and
• 2:03
  Jersey
• 2:04
  Mike's
• 2:04
  et
• 2:05
  cetera.
• 2:05
  If
• 2:06
  Walmart
• 2:06
  can
• 2:06
  figure
• 2:07
  out
• 2:07
  a
• 2:08
  middle
• 2:08
  mile
• 2:09
  infrastructure
• 2:10
  that
• 2:10
  connects
• 2:10
  the
• 2:10
  delivery
• 2:11
  execution
• 2:11
  from
• 2:12
  Walmart
• 2:12
  to
• 2:12
  stores
• 2:13
  surrounding
• 2:13
  the
• 2:13
  restaurants.
• 2:15
  Yes.
• 2:15
  Now
• 2:15
  all
• 2:15
  of
• 2:15
  a
• 2:16
  sudden
• 2:16
  Walmart
• 2:16
  is
• 2:16
  your
• 2:17
  super
• 2:17
  app
• 2:17
  for
• 2:18
  food
• 2:18
  delivery.
• 2:19
  The
• 2:19
  downside
• 2:20
  here
• 2:21
  I
• 2:21
  see
• 2:21
  is
• 2:22
  that
• 2:22
  Walmart
• 2:23
  is
• 2:23
  attaching
• 2:23
  their
• 2:23
  delivery
• 2:24
  execution
• 2:25
  to
• 2:25
  Subway's
• 2:26
  execution.
• 2:26
  Right?
• 2:27
  And
• 2:27
  any
• 2:27
  other
• 2:27
  restaurant
• 2:28
  that
• 2:28
  comes
• 2:28
  into
• 2:28
  this,
• 2:29
  something
• 2:29
  I
• 2:30
  am
• 2:30
  sure
• 2:30
  that
• 2:30
  they
• 2:30
  will
• 2:31
  monitor.
• 2:32
  But
• 2:32
  if
• 2:32
  delivery
• 2:33
  is
• 2:33
  the
• 2:33
  thing
• 2:33
  that's
• 2:34
  building
• 2:34
  trust
• 2:35
  and
• 2:35
  improving
• 2:36
  repeat
• 2:37
  purchase
• 2:37
  rate,
• 2:38
  which
• 2:38
  is
• 2:38
  what
• 2:38
  Walmart
• 2:39
  said
• 2:39
  in
• 2:39
  their
• 2:40
  last
• 2:40
  quarterly
• 2:40
  earnings,
• 2:41
  then
• 2:42
  be
• 2:42
  careful
• 2:43
  here.
• 2:44
  But
• 2:44
  overall,
• 2:45
  as
• 2:45
  a
• 2:45
  retail
• 2:45
  supply
• 2:46
  chain
• 2:46
  guy,
• 2:46
  I
• 2:47
  love
• 2:47
  seeing
• 2:47
  retailers
• 2:48
  make
• 2:48
  hay
• 2:48
  with
• 2:49
  their
• 2:49
  supply
• 2:49
  chain
• 2:49
  assets
• 2:50
  and
• 2:50
  nobody
• 2:51
  has
• 2:51
  that
• 2:51
  more
• 2:51
  dialed
• 2:52
  in
• 2:52
  than
• 2:52
  Walmart
• 2:53
  right
• 2:53
  now.
• 2:54
  Yeah,
• 2:54
  Chad,
• 2:54
  I'm
• 2:54
  curious
• 2:55
  that
• 2:55
  the
• 2:55
  point
• 2:56
  about
• 2:56
  the
• 2:56
  drone
• 2:56
  thing
• 2:57
  is
• 2:57
  really
• 2:57
  interesting.
• 2:57
  I
• 2:57
  hadn't
• 2:57
  thought
• 2:57
  about
• 2:58
  that
• 2:58
  either.
• 2:58
  So,
• 2:58
  like
• 2:59
  what?
• 2:59
  So
• 2:59
  you
• 3:00
  know,
• 3:00
  delivering
• 3:01
  Subway
• 3:01
  out
• 3:01
  of
• 3:01
  the
• 3:01
  store
• 3:02
  is
• 3:02
  one
• 3:02
  thing.
• 3:03
  Coordinating
• 3:04
  deliveries
• 3:05
  with,
• 3:05
  you
• 3:05
  know,
• 3:06
  existing
• 3:07
  retailers
• 3:08
  around
• 3:08
  Walmart
• 3:09
  is
• 3:09
  another
• 3:09
  thing.
• 3:10
  And
• 3:10
  then
• 3:11
  coordinating
• 3:11
  drone
• 3:12
  deliveries
• 3:12
  from
• 3:12
  a
• 3:12
  Walmart
• 3:13
  with
• 3:13
  those
• 3:13
  existing
• 3:14
  retailers
• 3:14
  is
• 3:14
  then
• 3:15
  a
• 3:15
  third
• 3:15
  thing.
• 3:15
  So
• 3:16
  what
• 3:16
  are
• 3:16
  some
• 3:16
  of
• 3:16
  the
• 3:17
  complications
• 3:17
  that
• 3:18
  arise
• 3:18
  as
• 3:18
  you
• 3:18
  go
• 3:19
  from,
• 3:19
  you
• 3:20
  know,
• 3:20
  each
• 3:21
  of
• 3:21
  those,
• 3:22
  you
• 3:22
  know,
• 3:22
  as,
• 3:23
  as
• 3:23
  Walmart?
• 3:23
  Yeah,
• 3:24
  well,
• 3:25
  I,
• 3:25
  I,
• 3:25
  I
• 3:26
  think
• 3:26
  obviously
• 3:26
  you
• 3:26
  know,
• 3:27
  Walmart's
• 3:27
  scaling
• 3:27
  drone
• 3:28
  drones
• 3:29
  aggressively
• 3:30
  because
• 3:30
  they've
• 3:31
  got
• 3:31
  parking
• 3:31
  lots,
• 3:32
  right.
• 3:32
  They've
• 3:32
  got
• 3:32
  the
• 3:32
  infrastructure.
• 3:33
  And
• 3:33
  I
• 3:34
  think
• 3:34
  the
• 3:34
  complicating
• 3:35
  factor
• 3:35
  on
• 3:35
  how,
• 3:36
  how
• 3:36
  do
• 3:36
  we
• 3:36
  connect
• 3:37
  more
• 3:37
  delivery
• 3:37
  use
• 3:38
  cases
• 3:38
  and
• 3:38
  then
• 3:38
  we
• 3:39
  pair
• 3:39
  it
• 3:39
  with
• 3:39
  drones
• 3:39
  is
• 3:40
  like,
• 3:40
  well
• 3:40
  what
• 3:40
  is
• 3:40
  this?
• 3:42
  Weren't,
• 3:42
  you
• 3:42
  know,
• 3:42
  how
• 3:43
  do
• 3:43
  we
• 3:43
  get
• 3:43
  drones
• 3:44
  into
• 3:44
  some
• 3:44
  of
• 3:44
  these
• 3:44
  other
• 3:45
  locations
• 3:45
  that
• 3:46
  aren't
• 3:46
  going
• 3:46
  to
• 3:46
  have
• 3:47
  that
• 3:48
  kind
• 3:48
  of
• 3:48
  real
• 3:48
  estate
• 3:49
  to
• 3:49
  do
• 3:49
  that
• 3:49
  with?
• 3:50
  Which
• 3:50
  is
• 3:50
  where
• 3:51
  I
• 3:51
  think
• 3:51
  there
• 3:51
  needs
• 3:51
  to
• 3:52
  be
• 3:52
  some
• 3:52
  interesting
• 3:53
  middle
• 3:54
  mile
• 3:54
  infrastructure
• 3:55
  that
• 3:55
  might
• 3:55
  not
• 3:55
  be
• 3:55
  drones,
• 3:56
  it
• 3:56
  might
• 3:56
  be
• 3:56
  motorcycles
• 3:57
  or
• 3:58
  bikes.
• 3:58
  Right.
• 3:58
  That's
• 3:59
  connecting
• 4:00
  the,
• 4:01
  the
• 4:01
  food
• 4:01
  service
• 4:02
  with
• 4:02
  the
• 4:02
  main
• 4:03
  delivery
• 4:03
  infrastructure
• 4:04
  because
• 4:04
  obviously
• 4:05
  we
• 4:05
  still
• 4:06
  gotta
• 4:06
  execute
• 4:07
  on
• 4:07
  speed
• 4:07
  here.
• 4:07
  So
• 4:08
  we
• 4:08
  can't
• 4:08
  like
• 4:08
  make
• 4:09
  milk
• 4:09
  runs
• 4:09
  over
• 4:09
  five
• 4:10
  hours
• 4:10
  to
• 4:10
  pick
• 4:10
  up
• 4:10
  food
• 4:11
  orders
• 4:11
  and
• 4:11
  then
• 4:11
  bring
• 4:11
  it
• 4:12
  back
• 4:12
  to
• 4:12
  Walmart.
• 4:13
  So
• 4:13
  it's
• 4:14
  going
• 4:14
  to
• 4:14
  be
• 4:14
  a
• 4:14
  super
• 4:15
  complicated
• 4:15
  dance.
• 4:16
  But
• 4:17
  I
• 4:17
  mean
• 4:17
  if
• 4:18
  anyone
• 4:18
  can
• 4:18
  figure
• 4:18
  out
• 4:19
  that
• 4:19
  dance,
• 4:19
  I
• 4:19
  would
• 4:19
  think
• 4:20
  it
• 4:20
  would
• 4:20
  be,
• 4:20
  it
• 4:20
  would
• 4:21
  be
• 4:21
  Walmart.
• 4:22
  Yeah,
• 4:22
  but
• 4:22
  Chad,
• 4:22
  I
• 4:23
  think
• 4:23
  to
• 4:23
  your
• 4:23
  point
• 4:23
  too,
• 4:23
  I
• 4:24
  think
• 4:24
  we
• 4:24
  also,
• 4:24
  you
• 4:25
  know,
• 4:25
  it's
• 4:25
  interesting
• 4:25
  to
• 4:25
  me,
• 4:26
  like
• 4:26
  they
• 4:26
  said
• 4:26
  1400
• 4:27
  subway
• 4:27
  locations,
• 4:27
  you
• 4:28
  know,
• 4:28
  in
• 4:28
  a
• 4:28
  Walmart
• 4:29
  store
• 4:29
  there's
• 4:30
  probably
• 4:30
  X
• 4:31
  number
• 4:31
  of
• 4:31
  the
• 4:31
  4600
• 4:32
  Walmart
• 4:33
  Super
• 4:33
  Centers
• 4:33
  that
• 4:34
  have,
• 4:35
  you
• 4:35
  know,
• 4:36
  restaurants
• 4:36
  in
• 4:37
  the
• 4:37
  same
• 4:37
  strip
• 4:38
  mall
• 4:38
  as
• 4:38
  them
• 4:39
  as
• 4:39
  well,
• 4:39
  where
• 4:40
  that
• 4:40
  parking
• 4:41
  lot
• 4:41
  is
• 4:41
  very
• 4:42
  readily
• 4:42
  available
• 4:43
  to
• 4:43
  them
• 4:44
  tie
• 4:44
  into
• 4:44
  the
• 4:44
  drones
• 4:45
  too.
• 4:45
  So
• 4:46
  it
• 4:46
  doesn't
• 4:46
  necessarily
• 4:46
  need
• 4:47
  to
• 4:47
  be
• 4:47
  an
• 4:47
  all
• 4:47
  or
• 4:47
  nothing
• 4:48
  thing,
• 4:48
  which
• 4:48
  I'd
• 4:48
  never
• 4:48
  thought
• 4:49
  about
• 4:49
  until
• 4:49
  you
• 4:49
  just
• 4:50
  said
• 4:50
  that
• 4:50
  because
• 4:51
  you
• 4:51
  know,
• 4:51
  there's
• 4:52
  probably
• 4:52
  some
• 4:53
  subset
• 4:53
  of
• 4:53
  stores
• 4:54
  where
• 4:54
  this
• 4:55
  is
• 4:55
  going
• 4:55
  to
• 4:55
  work.
• 4:55
  And
• 4:56
  you
• 4:56
  know,
• 4:56
  for
• 4:56
  that
• 4:56
  reason,
• 4:57
  I'm
• 4:57
  with
• 4:58
  you
• 4:58
  man.
• 4:58
  I
• 4:58
  think,
• 4:58
  I
• 4:58
  think
• 4:59
  this
• 4:59
  is
• 4:59
  a
• 5:00
  brilliant
• 5:00
  extension
• 5:02
  and
• 5:02
  it's,
• 5:02
  it's
• 5:03
  something
• 5:03
  that
• 5:03
  I
• 5:03
  actually
• 5:03
  have
• 5:04
  firsthand
• 5:04
  experience
• 5:04
  trying
• 5:05
  to,
• 5:05
  you
• 5:05
  know,
• 5:06
  get
• 5:06
  going
• 5:06
  at
• 5:07
  Target
• 5:07
  too.
• 5:07
  But
• 5:08
  you
• 5:08
  know,
• 5:08
  first,
• 5:09
  the
• 5:09
  first
• 5:09
  thing
• 5:09
  I'd
• 5:09
  say
• 5:09
  about
• 5:09
  it
• 5:10
  is
• 5:10
  it's
• 5:11
  like
• 5:11
  you
• 5:11
  said,
• 5:12
  it
• 5:12
  makes
• 5:12
  you
• 5:12
  really
• 5:12
  sticky
• 5:13
  to
• 5:13
  Walmart
• 5:13
  if
• 5:14
  they
• 5:14
  pull
• 5:14
  it
• 5:14
  off
• 5:14
  because
• 5:15
  food
• 5:15
  delivery
• 5:15
  is
• 5:15
  something
• 5:16
  especially
• 5:16
  in
• 5:16
  those
• 5:17
  higher
• 5:17
  income
• 5:17
  demographics
• 5:18
  which
• 5:18
  Walmart's
• 5:18
  also
• 5:19
  trying
• 5:19
  to
• 5:19
  push
• 5:19
  its
• 5:19
  way
• 5:19
  into.
• 5:20
  Yeah,
• 5:21
  they
• 5:21
  come,
• 5:22
  you
• 5:22
  know,
• 5:22
  if
• 5:22
  you're,
• 5:22
  if
• 5:23
  you're
• 5:23
  using
• 5:23
  food
• 5:23
  delivery,
• 5:24
  sometimes
• 5:24
  you're
• 5:24
  doing
• 5:24
  it
• 5:24
  multiple
• 5:25
  times
• 5:25
  a
• 5:25
  week,
• 5:26
  more
• 5:26
  often
• 5:26
  than
• 5:27
  you're
• 5:27
  probably
• 5:27
  interacting
• 5:27
  with
• 5:28
  Walmart
• 5:28
  on
• 5:28
  a
• 5:28
  given
• 5:28
  week.
• 5:30
  And
• 5:30
  then
• 5:30
  the
• 5:31
  other
• 5:31
  thing
• 5:31
  too
• 5:31
  I
• 5:31
  talk
• 5:31
  about
• 5:32
  in
• 5:32
  the
• 5:32
  delivery
• 5:32
  space
• 5:32
  is,
• 5:33
  you
• 5:33
  know,
• 5:34
  the
• 5:34
  size
• 5:35
  of
• 5:35
  the
• 5:35
  basket
• 5:35
  is
• 5:36
  so
• 5:36
  integral
• 5:36
  to
• 5:36
  making
• 5:37
  that
• 5:37
  delivery
• 5:38
  profitable.
• 5:38
  So
• 5:39
  even
• 5:39
  if,
• 5:39
  you
• 5:39
  know,
• 5:39
  even
• 5:40
  if
• 5:40
  you
• 5:40
  take
• 5:40
  the
• 5:40
  drones
• 5:41
  part
• 5:41
  out
• 5:41
  of
• 5:41
  it
• 5:41
  in
• 5:42
  the
• 5:42
  long
• 5:42
  run,
• 5:42
  there's
• 5:43
  still
• 5:43
  just
• 5:43
  good
• 5:44
  economics
• 5:45
  here
• 5:45
  in
• 5:45
  terms
• 5:45
  of
• 5:46
  what
• 5:46
  they're
• 5:46
  trying
• 5:46
  to
• 5:46
  do
• 5:46
  just
• 5:46
  even
• 5:47
  with
• 5:47
  Subway
• 5:47
  out
• 5:47
  of
• 5:48
  their
• 5:48
  stores
• 5:48
  so
• 5:49
  you
• 5:49
  get
• 5:49
  the
• 5:50
  basket
• 5:50
  size
• 5:50
  increase,
• 5:50
  that's
• 5:51
  what
• 5:51
  you
• 5:51
  want.
• 5:52
  And
• 5:52
  then
• 5:52
  the
• 5:53
  other
• 5:53
  thing
• 5:53
  too,
• 5:53
  I'll
• 5:53
  say
• 5:54
  in
• 5:54
  closing
• 5:55
  and
• 5:55
  then
• 5:55
  we'll
• 5:55
  move
• 5:55
  on
• 5:56
  is
• 5:57
  I
• 5:57
  think
• 5:57
  if
• 5:57
  you're
• 5:57
  keeping
• 5:58
  score
• 5:58
  at
• 5:58
  home,
• 5:59
  you
• 5:59
  have
• 5:59
  to
• 5:59
  keep
• 5:59
  score
• 6:00
  at
• 6:00
  home
• 6:00
  here
• 6:00
  because
• 6:01
  just
• 6:01
  between
• 6:01
  this
• 6:02
  show
• 6:02
  and
• 6:02
  last
• 6:03
  week
• 6:03
  alone,
• 6:03
  I
• 6:03
  want
• 6:03
  to,
• 6:04
  I
• 6:04
  just
• 6:04
  want
• 6:04
  to
• 6:04
  break
• 6:04
  down
• 6:04
  Walmart's
• 6:05
  growth
• 6:05
  strategies.
• 6:05
  I
• 6:06
  did
• 6:06
  it
• 6:06
  a
• 6:06
  little
• 6:06
  bit
• 6:06
  last
• 6:06
  week,
• 6:07
  but
• 6:07
  you've
• 6:07
  got
• 6:08
  Walmart's
• 6:08
  marketplace,
• 6:09
  you've
• 6:10
  got
• 6:10
  them
• 6:10
  going
• 6:10
  up
• 6:10
  market
• 6:11
  with
• 6:11
  Walmart
• 6:11
  plus,
• 6:12
  which
• 6:12
  they
• 6:12
  also
• 6:12
  just
• 6:13
  took
• 6:13
  to
• 6:13
  Canada,
• 6:13
  which
• 6:14
  didn't
• 6:14
  even
• 6:14
  make
• 6:14
  this
• 6:14
  week's
• 6:15
  Fast
• 6:15
  five
• 6:15
  headlines.
• 6:16
  You've
• 6:17
  got
• 6:17
  the
• 6:17
  convenience
• 6:18
  play
• 6:18
  with
• 6:18
  drones
• 6:19
  overall
• 6:19
  just
• 6:19
  for
• 6:20
  the
• 6:20
  average
• 6:20
  convenience
• 6:20
  purchase.
• 6:21
  And
• 6:21
  now
• 6:21
  you've
• 6:22
  got
• 6:22
  restaurant
• 6:23
  delivery
• 6:23
  and
• 6:23
  the
• 6:24
  future
• 6:24
  of
• 6:24
  restaurant
• 6:24
  delivery
• 6:25
  too.
• 6:26
  And
• 6:26
  all
• 6:26
  of
• 6:26
  those,
• 6:27
  all
• 6:27
  of
• 6:27
  those
• 6:28
  when
• 6:28
  they're
• 6:28
  working
• 6:28
  together,
• 6:29
  expand
• 6:30
  your
• 6:30
  retail
• 6:30
  media
• 6:31
  reach
• 6:31
  too,
• 6:31
  which
• 6:31
  means
• 6:31
  you're
• 6:32
  going
• 6:32
  to
• 6:32
  get
• 6:32
  even
• 6:32
  more
• 6:32
  profit.
• 6:33
  So
• 6:33
  it's
• 6:34
  perfect
• 6:34
  synergy
• 6:35
  and
• 6:35
  it's,
• 6:35
  it's
• 6:36
  just
• 6:36
  a
• 6:36
  testament,
• 6:37
  like
• 6:37
  you
• 6:37
  said,
• 6:38
  to
• 6:38
  how
• 6:38
  Walmart
• 6:39
  is
• 6:39
  humming
• 6:40
  on
• 6:40
  their
• 6:40
  fulfillment
• 6:41
  capabilities
• 6:41
  right
• 6:42
  now.
• 6:42
  Chap.
• 6:43
  Yeah,
• 6:43
  yeah,
• 6:44
  yeah.
• 6:45
  Watch
• 6:45
  out
• 6:45
  world.
• 6:45
  Walmart
• 6:46
  seems
• 6:46
  to
• 6:47
  have
• 6:47
  it
• 6:47
  dialed
• 6:47
  in
• 6:47
  right
• 6:47
  now.