Walmart is launching delivery of Dunkin' products from its own stores before expanding the program over the next year to most of the doughnut chain's approximately 10,000 U.S. locations, many of which are outside Walmart stores. The initiative extends Walmart Restaurant Delivery, whose first partner was Subway, and positions Walmart as a potential competitor to Uber Eats and DoorDash. Walmart's model is to attach restaurant purchases to grocery and general-merchandise orders through its existing stores, app and delivery network rather than profit from standalone coffee or doughnut deliveries. About 90% of Americans live within 10 miles of a Walmart store, giving the retailer a broad geographic base. Walmart's fast U.S. delivery, defined as under 30 minutes, grew 48% for the quarter despite sales weakness that pressured its stock price. Since the Subway launch, nearly 65% of restaurant orders have also included Walmart items, while one in five combined orders represented a customer's first use of Express Delivery and nearly 30% of those customers returned within 30 days. Analysts say Walmart must still build delivery density, improve routing and maintain food quality and speed, particularly in rural and off-peak orders, to compete directly with established delivery platforms. The strategic opportunity is to increase basket size and encourage more frequent app use, potentially turning restaurant orders into a gateway to weekly, biweekly or monthly grocery purchases.