“On a standalone basis, coffee and doughnut delivery is one of the worst baskets in the business. Low order value, temperature-sensitive, time-critical. It's next to impossible to profit on just delivering a single-serve coffee by itself, but that's not what Walmart is doing,”

Mike Danford · said date not stated · reported 2026-09-05

Danford said standalone coffee and doughnut delivery is unprofitable but Walmart is attaching it to existing grocery trips.