retail news in context, analysis with attitude

Walmart-owned Sam’s Club said yesterday that it will begin testing home delivery through Instacart. According to a Reuters story, “Sam's Club said the service will be available to shoppers in Austin and Dallas-Forth Worth in Texas, and St. Louis, who can place orders for everything from fresh produce to small appliances without a membership … The delivery offer is also part of a strategic shift by Sam's new chief executive, John Furner, as he attempts to turn around a business that has underperformed parent company Walmart and rivals like Costco Wholesale Corp. Sam's recently consolidated its membership structure, shut about a tenth of its stores and laid off more than 10,000 workers.”
KC's View:
The CNBC story about this move suggests that “the new partnership raises questions about the future of Walmart's grocery delivery business and whether it might one day partner with Instacart at large.”

Partner? Hell, I think it is a better shot that Walmart just buys Instacart. Wouldn’t be surprised at all if initial inquiries already have been made.