Key facts
- Walmart is adding Subway meals to its 30-minute delivery service.
- Customers can order Subway meals through the Walmart app.
- The service will expand to approximately 1,400 Walmart stores by late summer.
- Subway has had an in-store presence at Walmart supercenters since 2004.
Walmart has integrated Subway meals into its fast-delivery service, making them available to customers through its app. This initiative is part of Walmart's strategy to expand its e-commerce offerings amid intense competition, particularly with Amazon. Subway is Walmart's largest in-store restaurant tenant, and the retailer plans to extend this fast-delivery service to approximately 1,400 stores by late summer. Walmart sees this as a starting point for potentially offering delivery from any in-tenant location within its stores. The company utilizes its over 4,600 stores to fulfill online deliveries, and its 30-minute delivery option for groceries and other items has been its fastest-growing service, with sales from store-fulfilled delivery more than doubling over the past two years. This move also occurs as lower-income households, historically a key consumer base for Walmart, are moderating their spending. Subway has had an in-store presence at Walmart supercenters since 2004, alongside other fast-food chains and regional operators. Walmart is using its driver network to go toe-to-toe with food-delivery companies such as Uber Technologies and DoorDash.