Walmart Dunkin Delivery
Walmart expands restaurant delivery to include Dunkin through a new partnership.
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Key Points
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Walmart expanded its express delivery to include Subway orders, marking the retailer's first restaurant integration for express delivery and signaling Subway as its largest in-store restaurant tenant.
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During Walmart's Q2, U.S. store-fulfilled delivery grew about 43%, with roughly 37% of store-fulfilled orders delivered in under three hours, highlighting rapid delivery performance gains.
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Rival retailers have been pursuing similar in-store restaurant integrations, with Target previously testing Starbucks orders in its Drive Up service in 2022.
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Subway delivery via Walmart Express can be as fast as 30 minutes or less in select locations, illustrating accelerated delivery options tied to the program.
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Market reaction to Walmart's Dunkin delivery deal included a stock response with shares down about 1% year-to-date, reflecting investor sensitivity to new restaurant-delivery initiatives.
Walmart is bringing Dunkin' coffee and food to its delivery app, starting with 150 in-store locations. The Independent reported that the partnership with Inspire Brands will eventually expand to most of Dunkin's 10,000 locations outside Walmart stores. Customers can now order Dunkin' items alongside groceries through the Walmart app's restaurants tab.
The move strengthens Walmart's position in the crowded delivery market, where DoorDash and Uber Eats dominate. Walmart's stores sit within 10 miles of roughly 90% of the U.S. population, giving the retailer a major advantage in speedy delivery. The Shelby Report noted this partnership reflects Walmart's broader push to integrate restaurants into its omni-channel retail strategy.
Walmart's Restaurant Delivery Muscle Keeps Growing
Walmart has been aggressively expanding restaurant partnerships. The retailer recently launched Subway delivery through its Walmart Express service, offering orders as fast as 30 minutes in select locations. The Shelby Report noted Subway is Walmart's largest in-store restaurant tenant, signaling the company's serious commitment to this channel.
During Q2, Walmart's store-fulfilled delivery grew about 43%, with roughly 37% of orders arriving in under three hours. These numbers show Walmart is moving fast enough to compete with dedicated delivery apps. The Dunkin' partnership builds on this momentum.
How Walmart's Location Network Beats the Competition
Walmart's biggest advantage is physical proximity. The company operates stores within 10 miles of roughly 90% of Americans, making it a natural last-mile delivery champion. Unlike DoorDash or Uber Eats, Walmart can fulfill orders from its own locations without third-party drivers.
This geographic reach lets Walmart offer faster, cheaper delivery on restaurant orders bundled with groceries. Customers get coffee and a donut delivered the same time as milk and bread. That seamless experience is hard for pure delivery apps to replicate.
Rivals Testing Similar In-Store Restaurant Deals
Walmart isn't alone in chasing restaurant delivery. Target previously tested Starbucks orders through its Drive Up service back in 2022. Other big-box retailers recognize that restaurants attract traffic and boost app engagement.
But Walmart's 150-location Dunkin' launch suggests it's moving faster than competitors. The retailer plans to expand to most of Dunkin's 10,000 locations outside Walmart stores, creating a nationwide delivery footprint that Target and others will struggle to match.
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