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Walmart's outside-store Dunkin delivery could siphon demand from pure-play delivery platforms, especially if density and routing efficiencies improve; history shows retailer-led delivery initiatives can erode incumbents' share when scale and attach economics materialize (e.g., density-driven take rates, basket-size effects).
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Walmart will start delivering Dunkin' items from its stores via Walmart Restaurant Delivery and plans to expand to roughly 10,000 Dunkin locations outside Walmart stores over the next year. Industry observers see this as a direct challenge to DoorDash and Uber Eats, leveraging Walmart's store density to attach low-ticket food orders to grocery baskets and boost overall app usage.
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