Walmart's US E-Commerce Sales Surge 26% with Faster Delivery

Walmart's US e-commerce sales grew 26% in Q2, driven by faster delivery speeds, with deliveries fulfilled from stores increasing almost 50% YoY. The company attributes its success to its Express Delivery service, which has been expanded to over 4,500 US stores, and its same-day delivery service, which is now offered in over 6,500 stores worldwide. Walmart has achieved profitability for the second straight quarter, with progress made on improving net delivery costs and increasing revenues for its advertising service, Walmart Connect.

Walmart's US e-commerce sales surged by 26% in the second quarter of 2025, driven by a significant increase in delivery speeds and the expansion of its delivery services. The company attributed its success to the rapid growth of its Express Delivery service, which has been expanded to over 4,500 US stores, and its same-day delivery service, now offered in over 6,500 stores worldwide [1].

Walmart's Express Delivery service, which offers delivery within hours, has been a key factor in driving this growth. The company has been expanding this service to more stores, making it more convenient for customers to receive their orders quickly. Additionally, Walmart's same-day delivery service has also seen significant growth, with the number of stores offering this service increasing by over 50% year-over-year [1].

The company has also made progress in improving net delivery costs and increasing revenues for its advertising service, Walmart Connect. These efforts have contributed to Walmart's profitability for the second consecutive quarter [1].

Walmart's CEO, Doug McMillon, noted that the company's focus on convenience and value has helped drive its growth. He stated that households making $100,000 or more made up 75% of Walmart's share gains, indicating that the company's efforts to cater to higher-income consumers have been successful [2].

The company's strong performance in e-commerce has also been driven by shoppers' increasing concern about inflation. Walmart has positioned its Walmart+ membership service as a way for consumers to save money shopping both in-store and online, which has boosted membership revenue and e-commerce sales [2].

Walmart's e-commerce sales growth has been particularly impressive compared to its rival, Target. While Walmart's e-commerce sales grew by 26% in the second quarter, Target's online sales growth was only 4.3% during the same period [1].

Overall, Walmart's strong performance in e-commerce and its focus on convenience and value have positioned it as a leader in the retail industry. The company's continued expansion of its delivery services and its success in catering to higher-income consumers have been key factors in driving its growth.

References:
[1] https://www.thestreet.com/retail/walmart-disappoints-wall-street-in-one-crucial-way
[2] https://www.usatoday.com/story/money/2024/11/19/walmart-earnings-third-quarter/76309347007/