Observed Signal · Jun 4, 2026 · Partnership · Source: Adweek · Impact: 3/5 · Sentiment: Positive
Walmart Adds Subway Delivery at 1,400 Stores
Walmart has begun delivering Subway menu items through its Express Delivery service, allowing customers to add Subway orders alongside groceries and other items in the Walmart app and website. The pilot, started near Subway’s Connecticut headquarters and in the Dallas area, is live at select stores in Connecticut, Florida, Georgia, Ohio, Pennsylvania and Texas and will expand to all ~1,400 Subway locations inside Walmart stores by the end of the summer. Walmart charges the same flat Express Delivery fee, offers orders in one hour or less (about 26% arrive in 30 minutes or less), and uses AI to estimate restaurant prep time, pick orders, route drivers and time deliveries. Executives said the company plans to broaden the in-app restaurant ordering experience and may extend delivery partnerships beyond in-store tenants over time.
Large retailer (Walmart) expanding commerce and delivery partnerships across ~1,400 stores — a meaningful operational and commerce move that could affect retail fulfillment, in-store tenant strategies and retail commerce offerings.
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Key Takeaways & Evidence Grounding
- Walmart is delivering Subway items via its Express Delivery service starting in June 2026.
- There are roughly 1,400 Subway locations inside Walmart stores; Walmart plans to enable delivery at all of them by the end of the summer 2026.
- Service is available at select stores in Connecticut, Florida, Georgia, Ohio, Pennsylvania and Texas, after pilots in Connecticut and the Dallas area.
- Walmart uses AI to estimate restaurant prep time, order picking, delivery routing and driver timing for the service.
- Express Deliveries typically arrive in one hour or less; the company says 26% of Express Deliveries arrive in 30 minutes or less.
Connected Companies & Entities
2 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Walmart Expands 30-Minute Delivery to 38 U.S. Markets
Walmart said on its Q2 earnings call that it has expanded its 30-minutes-or-less delivery service to 38 U.S. markets, extending faster fulfillment to millions of customers. The service launched in May across 33 markets and recently added Nashville, Omaha, San Antonio, Wichita and Winter Haven, a Walmart spokesperson told Supply Chain Dive. Walmart charges a $10 fee for the 30-minute option for Walmart+ members, and executives said faster delivery drives higher shopping frequency and membership. In Q2, gross merchandise value for deliveries of three hours or less grew 48% year over year, paid fast deliveries made up 37% of store-fulfilled deliveries, and stores handled last-mile fulfillment for 80% of e-commerce orders. Walmart also reported using automated freight at 3,100 U.S. stores to improve inventory flow and speed.
Walmart Converts Closed Pharmacies into Delivery Depots
Walmart is repurposing vacant retail spaces — including former Walgreens, CVS, Rite Aid and Goodwill locations — into compact local delivery depots aimed at accelerating same‑day and ultra‑fast online order fulfillment. The company has opened at least three such sites, referred to internally as "Walmart Depots," in Texas, New Jersey and Arkansas over the past year, and is planning additional depots in markets including New York, California, Florida, Nevada and the Pacific Northwest, according to the Financial Times. These micro‑hubs are stocked with high‑demand grocery and household items, operate as last‑mile fulfillment centers (not open for public shopping), and in test markets can enable deliveries in roughly 30 minutes. The strategy leverages vacant pharmacy real estate to reduce build costs and place fulfillment closer to residential areas as Walmart seeks to compete with Amazon on speed and omnichannel e‑commerce capability.
Walmart and Wing Start Drone Delivery in Florida
Walmart and Wing launched a drone delivery service in Florida’s Greater Orlando area on Aug. 4, 2026, expanding their partnership. The service now covers more than 50,000 homes, businesses and apartment buildings and can deliver items in as fast as 30 minutes from two Walmart locations in Apopka and Clermont. The partners plan to expand coverage to three additional Walmart stores in Ocoee, Clermont and Haines City. Wing — an Alphabet-owned drone operator — currently flies drones that carry up to 2.5 pounds (planned increase to 5 pounds), can reach speeds up to 60 mph, and lowers packages to the ground using a tether. The article notes Walmart previously ran drone deliveries with DroneUp in Florida (2022–2024).
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