Walmart’s 4.1% Traffic Gain and 50% Delivery Jump Pressure on Amazon; Coupang Falls 26%
Walmart foot traffic rose 2.3% in Q4 2025 and 4.1% in January 2026, boosting store-delivery sales 50% and driving 75% of share gains from households earning over $100k, intensifying pressure on Amazon’s e-commerce. Coupang shares fell 26% after a 34m-account breach; revenue rose 20% to $33.7B, free cash flow positive.
1. Walmart’s Retail Momentum Challenges Amazon
Walmart’s store visits increased 2.3% in Q4 2025 and 4.1% in January 2026, fueling a nearly 50% jump in store-fulfilled delivery sales in late 2025. Home remodels of 650 stores introduced premium fashion lines and digital kiosks, with households earning over $100k accounting for 75% of recent share gains, signaling a shift toward value-driven omnichannel retail that challenges Amazon’s delivery and pricing model.
2. Coupang’s Share Decline and Financial Metrics
Coupang’s stock has slid 26% over the past year following a breach exposing 34 million accounts and subsequent regulatory probes. Despite the setback, revenue climbed 20% to $33.66 billion, customer counts rose 10%, free cash flow turned positive, and the company trades at a $32 billion market cap, suggesting a mixed outlook for e-commerce competitors including Amazon.