Rich HabitsPublished 2026-09-11
“Trump's $5K Bribe, Anthropic's $2T IPO, & Meta's Muse”
$WMTBullish
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.
