{
  "id": 10396030,
  "title": "Walmart’s Grocery Business Is Emerging as Its Answer to Prime, PYMNTS Data Finds",
  "url": "https://urgent.news/2026/09/28/walmarts-grocery-business-is-emerging-as-its-answer-to-prime-pymnts",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-28T08:00:00.000Z",
  "source": {
    "name": "PYMNTS",
    "slug": "pymnts",
    "url": "https://www.pymnts.com/news/retail/2026/walmarts-grocery-business-is-emerging-as-its-answer-to-prime-pymnts-data-finds/"
  },
  "original_language": "en",
  "account": "Walmart's grocery business is increasingly seen as a key strategy to compete with Amazon Prime. The September 2026 PYMNTS Intelligence report estimates Walmart controls about 21% of U.S. food and beverage spending, while Amazon holds roughly 3%. What sets Walmart apart is that grocery represents a recurring consumer behavior, with households visiting the store multiple times a week. This frequency gives Walmart an edge in maximizing lifetime customer value. Walmart's grocery advantage mirrors Amazon's Prime membership, which generates revenue from shipping benefits and additional services. Walmart's grocery customers can also become subscribers to Walmart+, use their pharmacy services, shop on the marketplace, become advertising targets, or utilize financial services. This model allows Walmart to generate incremental economics beyond traditional merchandise retail. Walmart's scale in groceries also provides a rich data set, with household-level signals on buying habits and changing patterns. By leveraging these data points, Walmart can potentially lower customer acquisition costs for higher-margin businesses. As AI technology reduces friction in switching between retailers, Walmart's recurring grocery behaviors may become even more valuable. Essentially, Walmart's grocery business is becoming a strategic asset in a retail landscape shifting from individual transactions to maximizing lifetime customer value.",
  "summary": "Amazon spent decades building a machine designed to make consumers come back constantly. Walmart has had one all along. It’s called grocery. Food and beverages now account for roughly 60% of Walmart’s retail business. Findings in the September 2026 edition of the Share of Wallet: Amazon vs. Walmart report from PYMNTS Intelligence estimate that Walmart […] The post Walmart’s Grocery Business Is…",
  "key_points": [
    "Walmart's grocery business valued at 21% of U.S. food and beverage spending",
    "Grocery represents recurring consumer behavior with weekly store visits",
    "Walmart+ subscription and pharmacy services generate incremental economics"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}