沃尔玛与 Papa John's 达成的新配送合作是一步妙棋，可借助现有 Spark Driver 网络提升客单价与应用参与度。
逐段跳播
想想 Target、Walmart、Amazon 会是最先感受到这种“糖分高潮”式提振的，尽管它们的基本面盈利没有任何变化。
Think Target, Walmart, Amazon would be the first to feel the sugar high bump even though nothing about their underlying earnings changed.
所以 Walmart 正在把 Papa John's 加入其配送阵容。这是继 Subway 和 Duncan 之后的第三个合作，也是它首次与一家尚未入驻 Walmart 门店的连锁品牌合作。
订单通过 Walmart 现有的 Spark Driver 网络运行，承诺 30 分钟或更短时间内送达，而 90% 的美国人居住在距离一家 Walmart 10 英里以内。真正重要的数字是，65% 的餐厅订单已经包含其他 Walmart 商品，这意味着这个外卖配送的布局其实是一匹特洛伊木马，用来扩大购物篮规模和提升应用参与度，直接侵入 Door Dash 和 Uber 的地盘。
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.
所以，我觉得这是个挺有意思的分享。Walmart 正在采取一些动作，看起来相当聪明。但有意思的是，如果有人说：“嘿，我想要一份 Subway 新出的 7 美元长条三明治，你在 Walmart 的时候，能不能顺便帮我带点洗发水和一些 Tide Pods？”
就像所有这些东西一次搞定。我能想象这会发生，就像你的食物在那段时间里应该不会变得那么，你知道，不新鲜吧，我猜，但这是个有趣的布局，Walmart。有趣的布局。
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.
我其实不怎么用 Door Dash 或那些来点餐。我这儿周围有各种各样的餐厅，但我明白为什么这对他们来说说得通，我们会看看整合效果如何。嗯，我没有就此做过任何数据测算，但这绝对是个聪明的布局。
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.
这个频道对 $WMT 的历次判断
Rich Habits 在这只股票上只有这一条判断。