Walmart has introduced Express Pickup, a service that lets Walmart+ members get eligible orders ready for curbside collection in as little as one hour, alongside a new in-store "Shop to Light" guidance feature. The move tightens the link between Walmart's app, rapid pickup and in-aisle navigation, deepening digital engagement at the start of the peak holiday shopping period. The company's narrative projects $839.4 billion in revenue and $29.5 billion in earnings by 2029, requiring 4.5% yearly revenue growth and about a $7.4 billion earnings increase from $22.1 billion today, with a fair value of $126.78 implying 17% upside to its current price. Fifteen members of the Simply Wall St Community currently see Walmart's fair value between US$65.80 and US$154.58. The expansion of Walmart Connect, framed as a high-margin incremental profit pool, could interact with any uplift in digital engagement, though ultra-fast fulfillment and last-mile logistics remain a risk to margins if they are hard to monetize.
Walmart Inc.Walmart launched Express Pickup one-hour curbside service for Walmart+ members, deepening digital engagement and tightening app-to-fulfillment link at peak holiday shopping.
