Global Scans · Walmart · Weekly Summary

• [New] Walmart and Wing will establish a network of over 270 drone delivery locations in 2027, stretching from Los Angeles to Miami. Talking Logistics with Adrian Gonzalez
• [New] We are scaling ultra-fast service to an additional 150 Walmart stores over 2027, bringing the convenience of drone delivery to more than 40 million Americans. Talking Logistics with Adrian Gonzalez
• [New] U.S. B2C E-Commerce is expected to surpass USD 1.5 trillion by 2028, while Amazon and Walmart are projected to control roughly two-thirds of online sales by 2029, reinforcing platform concentration. Yahoo Finance UK
• [New] US retail media spend will hit $69.33 B in 2026; Amazon and Walmart capture ~89% of incremental dollars Insider Intelligence/eMarketer. MixBright
• [New] Major players like Walmart target zero-emission operations by 2035, reshaping supply chains with electric freight haulers integrated into TransPlus TMS for real-time tracking. HotBot
• [New] Walmart plans to build or convert 150 stores over the next five years, and has already set out its early 2026 goal. The US Sun
• [New] Walmart announced plans to expand drone delivery to 150 additional US stores within 2027, up from about two dozen currently, making sky deliveries available to tens of millions of new shoppers. the DONUT
• [New] Aldi is on track to have more than 3,000 locations by 2028, which would put it ahead of every food retailer in the U.S. not named Walmart. Grocery Dive
• [New] In addition to existing automated locations, Walmart will break ground on another fulfillment center in 2026 that leans on robotics to move goods and support in store navigation tools, a plan outlined in coverage of Walmart changes. AOL
• [New] By partnering with Google, Walmart is building on earlier efforts to prepare for a future in which customers will increasingly use AI chatbots to make purchases. Digiday
• [New] Tariffs and Trade Policy: With approximately 20% of its imports tied to China, any escalation in trade tensions or new tariffs in 2026 could force Walmart to either raise prices or squeeze its own margins. Inyo Register
• [New] Walmart and Wing said they will establish a network of over 270 drone delivery locations by 2027, stretching from Los Angeles to Miami. Robotics 24/7
• [New] Walmart will expand drone delivery service to an additional 150 Walmart stores in 2026, on a flight path that will establish a network of 270 drone delivery locations in 2027 stretching from Los Angeles to Miami. Retail Touchpoints
• [New] As Walmart continues to blend its physical assets with digital prowess, the retail sector watches closely, anticipating further disruptions to Amazon's longstanding lead. Cord Cutters News
• [New] Major corporations like Walmart, UnitedHealth Group and JPMorgan Chase have already started telling investors that AI will allow them to cut payrolls. Salon.com
• [New] As large retailers like Walmart and Target embrace agentic shopping, consumers will quickly grow more comfortable outsourcing large portions of their shopping journeys to AI assistants. Solutions Review Technology News and Vendor Reviews
• [New] Walmart plans to have DSLs operational in 2,300 stores by 2026. AOL
• In addition to the existing automated facilities, Walmart will begin construction of another fulfillment center in 2026, which will feature technological advances such as autonomous mobile robots and optimized storage processes. MARCA
• Walmart is leaning into AI - and soon, shopping could become as easy as sending a message. SheFinds

Last updated: 26 January 2026