Walmart as Omnichannel Competitor
Packaged Facts views Walmart as better positioned than ever to grow along with e-commerce instead of fighting against it.
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Report Overview
Packaged Facts views Walmart as better positioned than ever to grow along with e-commerce instead of fighting against it. While in-store retail overall has suffered punishing blows, silver linings exist. Among them are in-store services, which play a role in building loyalty among customers, regardless of whether they buy online or in-store and the role physical retail locations play in building loyalty from the omnichannel purchaser. Both are Walmart strengths. Walmart’s foray into dynamic pricing also has
Walmart as Omnichannel Competitor provides industry participants needed insight into the nation’s largest retailer’s omnichannel strengths and weaknesses, framing them within the context of key competitors. The report is part of a four-part series on Walmart Inc., inclusive of Walmart U.S. and Sam’s Club.
This report assesses Walmart usage, products
Deep-Dive Analysis
Walmart as Omnichannel Competitor also places Walmart within the context of broader trends by providing an internet-only and omnichannel e-commerce forecast, as well as an Amazon e-commerce share forecast. It also assesses online and mobile purchasing trends, demographic shifts in purchasing, and shifts in in-store purchasing by retail category over time.
- Executive Summary
- Introduction
- Report Scope
- Retailer Omni-Channel Sales and Usage Trends
- Internet-Only and Omni-Channel E-Commerce Forecast
- Amazon E-Commerce Share
- More Consumers Purchasing Online and Making More Purchases Online
- Online purchasing habits of younger consumers help foretell the future
- In-Store Retailing Is Here to Stay
- Home Delivery Rules The Roost
- Click-and-Collect Gains Traction
- Leading Click-and-Collect Retailers
- The Click-and-Collect Connection To In-Store Purchasing
- Walmart Click-and-Collectors
- Subscription Services Take Hold
- Walmart U.S. Trends and Innovation
- Performance Trends
- E-commerce and Click-and-Collect Forecast
- Omni-Channel Walmart Purchases, by Retail Category
- Leveraging In-Store Services
- Private Label Strength
- Health and Wellness: On The Cusp of A Growth Curve?
- Store Formats: Steroids and Stealth
- Technology Innovation
- Omni-channel Innovation
- Sam's Club Trends and Innovation
- Performance Trends
- Omni-Channel Product Purchases, by Retail Category
- Omni-Channel Purchasing Methods
- Major Retailers: Competitive Analysis
- Walmart Is Leader by Far
- In-Store/Online Purchasing Trends Over Time
- In-Store Purchasing Trends Over Time
- Major Retailers: Cross-Usage Of Amazon and Walmart Over Time
- Following the Online Purchaser
- Amazon, Target and Walmart Online Purchasers: 2015 vs. 2018
- Introduction
- Walmart Inc.
- Largest Retailer in the World
- Sales Momentum
- Omni-Channel Pivot and Innovation
- The E-Commerce Landscape in 2020
- In-Store Retail: Down But Hardly Out
- Smart Cart Pricing Technology
- Branding Shift Underway?
- Challenging Amazon
- Largest Retailer in the World
- Retailer Omni-Channel Sales and Usage Trends
- E-Commerce Growth vs. Overall Retail Sales Growth
- Projecting from Census Data
- Table | Total Retail Sales vs. e-Commerce Sales, 2008-2017 (in billions and percent of total)
- Table | Total Retail Sales vs. e-Commerce Sales, 2016-2020P (in billions and percent of total)
- Internet-Only vs. Omni-Channel E-Commerce Sales Growth
- Table | E-Commerce: In-Store, Direct, Internet-Only, and Omni-Channel Sales, 2011-2017 (in billions, % chang
- Table | E-Commerce: In-Store, Direct, Internet-Only, and Omni-Channel Sales, 2016-2020 (in billions, % chang
- Amazon Share of E-Commerce Sales Over Time
- Table | Amazon U.S. Gross Merchandise Sales: Direct Sales and Third-Party Sales, 2014-2020 (in billions)
- Table | U.S. E-Commerce and Amazon U.S. Gross Merchandise Sales, 2014-2020 (in billions)
- More Consumers Purchasing Online and Making More Purchases Online
- Table | Retail Purchasing Patterns: In-Store, Online, and Mobile, 2014-2018 (in percent of adults and freque
- Table | Omni-Channel Purchasing Patterns for Top Five Retail Categories, 2014-2018 (in percent of adults and
- Table | Omni-Channel Purchasing Patterns for Sixth Through Ninth Largest Retail Categories, 2014-2018 (in pe
- Online Purchasing Habits of Younger Adults Help Foretell the Future
- Table | In-Store, Online, and Mobile Purchasing Patterns: By Age Bracket, 2014-2018 (in percent of adults an
- Home Delivery Rules the Roost
- Table | Use of Home Delivery: Adults Overall vs. Online Purchasers, 2018 (percent)
- Click-and-Collect Gains Traction
- Table | Use of Online Ordering with Pickup: Adults Overall vs. Online Purchasers, 2018 (percent using overal
- Leading Click-and-Collect Retailers
- Table | Click and Pick Up: Retail Chain or Channel Used for Last Pick Up, 2018 (percent)
- Table | Click and Pick Up: Influence on In-Store Purchasing Behavior at Pick Up, 2018 (percent)
- Table | Click and Pick Up Influence on In-Store Purchasing Behavior: Walmart vs. Target, 2018 (percent)
- Subscription Services Take Hold
- Table | Use of Online Subscription/Repeat Ordering Service: Adults Overall vs. Online Purchasers, 2018 (perc
- Demographic Analysis
- Table | Use of Click and Collect, Subscription Service, and Home Delivery: By Demographic, 2018 (percent)
- Projecting from Census Data
- E-Commerce Growth vs. Overall Retail Sales Growth
- Walmart U.S.
- Performance Trends
- Table | Walmart U.S. Net Sales, Units, Sales per Unit and Square Foot, and Comparable Sales Change, 2014-201
- Largest Retailer by Sales . . . Until 2022?
- Table | Walmart U.S. vs. Amazon Sales, 2017-2022 (in billions and percent change)
- Walmart U.S. E-Commerce Sales Versus the Competition
- Table | Retail Sales and E-Commerce Sales: Walmart, Amazon, Costco, and Target, 2014-2017 (in billions and p
- Table | Retail Sales Share and E-Commerce Sales Share: Walmart, Amazon, Costco, and Target, 2014-2017 (in bi
- Walmart U.S. E-Commerce Forecast
- Table | Walmart U.S. Total Net Sales, E-Commerce Sales, and E-Commerce Sales Share, 2015-2021 (in billions)
- Table | Walmart U.S. E-Commerce Sales: Click-and-Collect Grocery vs. Other, 2017-2021
- Walmart Products and Services
- Grocery, Heath and Wellness, General Merchandise
- Table | Walmart U.S. Net Sales, by Merchandise Category, 2014-2018
- Omni-Channel Walmart Purchases, by Retail Category
- Table | Walmart Shopping Patterns: In-Store, Online, and In-Store/Online, by Retail Category, 2018 (percent)
- Table | Walmart General Merchandise and Health & Wellness Purchasers: In-Store vs. Online, by Retail Categor
- In-Store Services Usage, by Type
- Table | Use of Walmart In-Store Services: By Types of Service, 2018 (percent)
- In-Store Services Usage: Influence on Other Purchases
- Table | Walmart In-Store Purchasing by Retail Category: Adults Overall vs. Walmart In-Store Services Users,
- Table | Walmart In-Store Service Use by Service Category: Adults Overall vs. Walmart In-Store Product Purcha
- Grocery, Heath and Wellness, General Merchandise
- Walmart Trends and Innovation
- Private Label: A Shifting Strategy
- Table | Use of Walmart Private Label: By Brand, 2018 (percent)
- Health and Wellness: On the Cusp of a Growth Curve?
- Store Formats: Steroids and Stealth
- Table | Walmart U.S. Locations by Store Format Type, 2009-2018 (in number and share of total)
- Small: Neighborhood Markets
- Smaller: Walmart Express
- Smallest: Walmart Pickup and Fuel, Walmart Convenience with Fuel, Walmart on Campus
- Technology Innovation
- How It Works
- Consumer Interest
- Table | Influence of Dynamic Pricing Options on Consumer Purchase Decision: By Pricing Option, 2018
- The Walmart App
- Omni-Channel Innovation
- Private Label: A Shifting Strategy
- Performance Trends
- Sam's Club
- Retailer Overview
- Performance Trends
- Table | Sam's Club U.S. Net Sales, Units, Sales per Unit and Square Foot, and Comparable Sales Change, 2014-
- Sam's Club Versus Club Store Competitors
- Table | Sam's Club, Costco, and BJ's Wholesale Club: U.S. Net Sales, Comparable Sales Change, and Units, 201
- Table | Sam's Club, Costco, and BJ's Wholesale Club: U.S. Private Label Sales, Grocery/Consumables Sales, an
- Membership Structure Changes
- Business Member Emphasis
- Performance Trends
- Sam's Club Products and Services
- Six Product Categories
- Table | Sam's Club U.S. Net Sales by Merchandise Category, 2014-2018 (in billions and share of total)
- Omni-Channel Product Purchases, by Retail Category
- Table | Sam's Club Purchasers: In-Store, Online, and In-Store/Online: By Retail Category, 2018 (percent)
- Table | Sam's Club Food/Beverage and Consumables Purchasers: In-Store vs. Online: By Retail Category, 2018 (
- Table | Sam's Club General Merchandise and Health & Wellness Purchasers: In-Store vs. Online: By Retail Cate
- In-Store Services Usage
- Table | Use of Sam's Club In-Store Services: By Service Offered, 2018 (percent)
- Omni-Channel Innovation
- Table | Shopper Use of Sam's Club Omni-Channel Purchasing Methods, 2018 (percent)
- Six Product Categories
- Retailer Overview
- Major Retailers: Competitive Analysis
- Usage and Usage Frequency Trends
- Usage Trends
- Table | Shopper Penetration for Major Discount and Club Retailers, 2014-2018 (percent)
- Frequency of Shopping and Purchasing Trends
- Table | Monthly Shopping and Purchasing Patterns: By Major Discount Retailer, 2014-2018 (percent)
- Table | Monthly Shopping and Purchasing Patterns: By Club Retailer, 2014-2018
- Usage Trends
- Omni-Channel Purchasing Trends
- In-Store and/or Online Purchasing
- Table | Walmart, Amazon, Target, Costco, Sam's Club, and Kmart: Percent of Shoppers Who Purchase In-Store, O
- Table | In-Store, Online, and In-Store/Online: Shopper Purchasing Patterns in Last 3 Months by Major Retaile
- In-Store Purchasing, by Retailer and Retail Category
- Table | Costco, Sam's Club, Target, and Walmart: In-Store Purchasing Patterns by Retail Category, 2018 (perc
- Major Retailers: Cross-Usage of Amazon and Walmart Over Time
- Table | Purchasing and Cross-Purchasing Patterns Among Major Retailers, 2014 vs. 2018 (percent and percent c
- Walmart and Sam's Club vs. Major Retailers, by Demographic
- Table | Shopper Profiles for Major Retailers: Usage, by Gender, Age, and HH Income Segments, 2018 (index)
- Walmart and Sam's Club vs. Major Retailers: Top Designated Market Areas, Metropolitan Areas & County
- Table | Shopper Patterns for Major Retailers: Usage by Top Designated Market Area and Retailer, 2018 (index)
- Table | Shopper Patterns for Major Retailers: Usage by Metropolitan Area Grouping and Retailer, 2018 (index)
- Table | Walmart vs. Major Retailers: Shopper Patterns by County Size and Retailer, 2018 (index)
- In-Store and/or Online Purchasing
- Following the Online Purchaser
- Online Purchasers Tend to Have Higher Incomes, but the Gap is Closing
- Table | In-Store and Online Purchasing Patterns by Household Income, 2015 vs. 2018 (percent and index)
- 2015 vs. 2018: Amazon, Target, and Walmart Online Purchasers, by HH Income
- Table | In-Store and Online Purchasing Patterns by Major Retailer: By HH Income, 2015 vs. 2018 (percent and
- Amazon, Target, and Walmart Online Purchasers, by HH Income and Age
- Table | Amazon, Target and Walmart: In-Store and Online Purchasers Age 18-34, by HH Income, 2015 vs. 2018 (p
- Online Purchasers Tend to Have Higher Incomes, but the Gap is Closing
- Usage and Usage Frequency Trends
- Appendix
- Methodology
- Consumer Survey Methodology
- Population Estimates
- Table Indexes
- Tables
- Methodology