Walmart has doubled the number of units it gets to customers in under 30 minutes year over year this quarter and taken the service into 38 US markets, up from the 33 it opened with in May, CFO John David Rainey said on the earnings call. Fast delivery of fashion, general merchandise, groceries, and medicine grew 48% in Q2, store-fulfilled delivery rose more than 40%, and orders landing inside three hours accounted for roughly 37% of what stores shipped. Rainey said stores now carry the last mile on 80% of Walmart’s e-commerce orders and all of its fast deliveries, with inventory within 10 miles of 95% of the country. He also said the US e-commerce business threw off double-digit incremental margins over the first six months, helped by network density, paid fast delivery, and automation.
