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All Fulfillment Logistics Freight Technology Trade Procurement Funding
Briefing
Logistics
September growth accelerated to 19% as cloud companies and AI infrastructure suppliers drove demand.
Trade
News
Suppliers went back to Guangzhou after the tariff saving that justified the move vanished.
Fulfillment
The CFO blames diesel and driver capacity, not the network.
The retailer compared stores near rivals with stores away from them to rule out competition.
The chain scrapped AI shelf counting and bet on daily trucks instead.
US ecommerce grew 24% last quarter, and Walmart says the store network is why.
More than 2,000 stores now work as delivery hubs, on flat first-half capital spending.
One-time refunds cut this year's bill by $382 million and will not repeat.
Freight
The brand had cut clearance stock to record lows, leaving nothing to fall back on.
The retailer moved inventory early and set aside trucks so store changes didn't empty shelves.