retail news in context, analysis with attitude

CNBC reports that Walmart has made deal with four different companies - Point Pickup, Skipcart, AxleHire and Roadie - to provide delivery services in a quartet of markets, with expansion planned for the “coming weeks.”

This more than doubles the number of companies that Walmart currently is working with, which includes DoorDash, Postmates and Deliv.

The story says that Walmart “says it’s still on track to have its online grocery delivery service available in more than 800 stores by the end of this fiscal year, then doubling that in 2019.”

CNBC notes that “not only is the company experimenting with driverless cars to deliver bread and produce to shoppers’ doorsteps, but U.S. e-commerce chief Marc Lore recently said Walmart will find a way to one day put groceries right into customers’ refrigerators. It’s clearly not afraid to push the envelope. But it also has to compete with Amazon and its Whole Foods stores.”
KC's View:
I’m wondering when Walmart is going to start buying some of these companies, as opposed to contracting out to them. Because I have to think that Walmart won’t want to rely for too long on outsourcing of such critical functions, especially if they can position it as a differential advantage.