R.J. Hottovy

“Coffee and doughnuts are low-ticket purchases, but Walmart doesn't need a $6 Dunkin' order to work on its own — it needs to attach that order to an existing $80 grocery basket for the economics to work,”

R.J. Hottovy · said date not stated · reported 2026-09-05

Hottovy said Walmart needs to attach a Dunkin' order to an existing grocery basket for the delivery economics to work.

“Walmart's expansion into third-party delivery is more than an in-store partnership play. Extending delivery to Dunkin' locations beyond its own stores signals that Walmart wants to be a restaurant delivery marketplace, not just a landlord,”

R.J. Hottovy · said date not stated · reported 2026-09-05

Hottovy said extending delivery to Dunkin' locations beyond Walmart's own stores signals the retailer wants to be a restaurant delivery marketplace.