
The episode discusses Walmart's expansion into restaurant delivery and its potential impact on competitors like DoorDash and Uber Eats.
Walmart is expanding its restaurant delivery ambitions beyond the Subway locations inside its stores, and the Fast Five crew thinks this could become much more than just a grocery delivery add-on. Ken Davidson sees it primarily as a logical bolt-on, while Michael Prendergast, Ben Miller, and Chris Walton argue Walmart's massive store footprint, delivery density, and potential drone capabilities could eventually make it a much bigger threat to DoorDash and Uber Eats. ▶️ Watch the full Fast Five episode here: https://youtu.be/NXUUmuwrX2Q
Guests: Ken Davidson, Michael Prendergast, Ben Miller, Chris Walton
Organizations: Walmart, DoorDash, Uber Eats
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