Walmart's new delivery partnership with Papa John's is a smart play to increase basket size and app engagement via existing Spark Driver network.

Think Target, Walmart, Amazon would be the first to feel the sugar high bump even though nothing about their underlying earnings changed.

So Walmart is adding Papa John's to its delivery lineup. Its third partnership after Subway and Duncan, and it's first with a chain not already inside of the Walmart stores. Orders run through Walmart's existing Spark Driver network, promising 30 minutes or less delivery, with 90% of Americans living within 10 miles of a Walmart.

The number that matters is 65% of restaurant orders already include other Walmart items, meaning the food delivery play is really a Trojan horse to grow basket size and app engagement directly encroaching on Door Dash and Uber's territories.

So, I thought that was a fun one to share. Walmart's making some moves and it seems pretty smart. But it is interesting to think that if someone is like, "Hey, I want one of the new $7 foot longs from Subway and while you're there at Walmart, can you also pick me up some shampoo and some Tide Pods?"

Like all of that in one thing. I could see that happening like like your food's not going to get that, you know, old, I guess, in that that period of time, but interesting play, Walmart. Interesting play.

I don't really use Door Dash in any of those for food. I have all kinds of restaurants around here, but I get why this makes sense for them, and we'll see how the integration works.

Um, I haven't run any numbers on it, but it's definitely a smart play.