Can Walmart Take a Bite Out of DoorDash and Uber Eats? | Fast Five Shorts

Retail Fast Five · Sep 7, 2026 · 9:58

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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