WMT · News · 20260912N

Express Delivery Competition

Walmart Inc. · 2026-09-12 · Importance 17 · Surprise 24

Costco has improved its U.S. digital sales and delivery capabilities, with same-day delivery averaging less than 45 minutes. The service improvement is strengthening Costco’s member experience and supporting its membership-driven competitive model. Costco’s delivery performance increases competitive pressure on Walmart and Amazon in rapid grocery and general-merchandise fulfillment. The comparison highlights Costco’s more focused technology investment relative to the broader infrastructure deployed by Walmart and Amazon.