Group 1 - Walmart is piloting a "dark store" model in Dallas and Bentonville to optimize order fulfillment efficiency, focusing on high-frequency items for quicker sorting and dispatch [1] - By Q1 2025, 30% of Walmart's online orders will be eligible for one or three-hour delivery, with a goal to cover 95% of U.S. consumers by the end of 2025 [3] - The CFO noted a 20% increase in order density per vehicle due to the expansion of in-store fulfillment, with expedited services contributing over 30% of online orders [3] Group 2 - The acceleration of local fulfillment network construction by Walmart indicates higher demands on supply chain responsiveness, restocking capabilities, and SKU structure [4] - By June 2024, Walmart's InHome delivery service will cover over 50 markets, reaching 45 million households [5] - New prescription delivery services will be introduced by October 2024, including a 30-minute expedited option [5] - By April 2025, same-day delivery services will be expanded to an additional 12 million households using new mapping technology [5] - Drone delivery will be launched in five cities in the southeastern U.S. by June 2025 [5]