过年脚步临近， 春节假期是线上消费的高峰期， 也是运力较为紧张的时期。 山姆、盒马、叮咚买菜、永辉超市等 将在春节期间加收 每单3元至6元不等的服务费或运费。 山姆发布春节运费说明称，由于春节运力紧张，为保障线上配送服务，2026年2月11日至2月24日期间下单，山姆线上配送在现有运费基础上将每单加收3 元春节运费，用于补贴春节期间坚守岗位的配送员。 盒马发布通知称，春节期间（2026年2月14日0点至2月21日24点），全部用户（含X会员）通过盒马APP/盒马鲜生微信小程序/盒马支付宝小程序/淘宝小程 序/盒马作为商家入驻的其他平台下单购买[盒马鲜生/盒马mini】商品的线上配送订单，任意金额订单均按照6元/单收取基础运费；如订单商品超重，按日 常标准加收超重运费。前述期间结束后恢复日常运费标准。 生鲜零售平台集体通知， 叮咚买菜表示，因春节期间运力紧张，腊月廿八0点至正月初五24点(2026年2月15日0点至2026年2月21日24点)，将与往年一致，每单额外收取3元春节服 务费。 永辉超市发布春节运费说明：2026年2月15日0点-2月21日24点期间，所有通过永辉线上超市APP、微信小程序及其他平台下 ...

Core Insights - Walmart is enhancing the shopping experience for last-minute holiday shoppers by offering Express Delivery in as fast as one hour for orders placed by 5 p.m. local time on Christmas Eve [1] - The company has introduced a "Get it Now" option in its app, allowing customers to see estimated delivery times and place orders quickly, improving the overall shopping experience [2] - Walmart's delivery capabilities now reach 95% of U.S. households in under three hours, making it easier for customers to receive their orders during the holiday season [2] Company Overview - Walmart Inc. is a leading omnichannel retailer with a fiscal year 2025 revenue of $681 billion and approximately 2.1 million employees worldwide [3] - The company serves around 270 million customers weekly across more than 10,750 stores and various eCommerce platforms in 19 countries [3] - Walmart is committed to sustainability, corporate philanthropy, and providing employment opportunities [3]

Company Overview - Walmart Inc. has transformed from a traditional brick-and-mortar retailer to an omnichannel player, adapting to the evolving retail landscape through acquisitions, partnerships, and delivery programs like Walmart+ and Express Delivery [11] - The company has invested in its online e-commerce platform, Flipkart, to compete with rivals such as Amazon and Target [11] - Walmart's extensive product offerings range from groceries to electronics, home furnishings, health and wellness products, and apparel [11] Investment Ratings - Walmart is currently rated as 3 (Hold) on the Zacks Rank, with a VGM Score of B, indicating a solid position but not a strong buy [12] - The company has a Growth Style Score of B, forecasting a year-over-year earnings growth of 3.6% for the current fiscal year [12] - Four analysts have revised their earnings estimates upwards in the last 60 days for fiscal 2026, with the Zacks Consensus Estimate increasing to $2.60 per share [12] Performance Metrics - Walmart boasts an average earnings surprise of 5.3%, indicating a history of exceeding earnings expectations [12] - With a solid Zacks Rank and strong Growth and VGM Style Scores, Walmart is positioned as a potential top pick for growth investors [13]

Core Insights - Walmart is expanding its drone delivery service to three additional states, aiming to compete with Amazon for the fastest delivery service [1] - The partnership with Google's Wing will enable Walmart to launch drone delivery at 100 stores across cities including Atlanta, Charlotte, Houston, Orlando, and Tampa, building on existing operations in Arkansas and Texas [2] - Walmart claims to be the first retailer to scale drone delivery across five states, emphasizing its goal to lead in tech-enabled retail [2] Delivery Service Details - Wing's drones can operate beyond visual line of sight, covering a range of up to 6 miles from the store, with delivery times under 30 minutes [3] - Walmart has conducted over 150,000 drone deliveries since 2021 in collaboration with Wing and Zipline, which initially partnered with Walmart for deliveries in Arkansas [6] - In addition to drone delivery, Walmart has launched other fast delivery options, including Express Delivery, Late-Night Delivery, and InHome Delivery [8] Competitive Landscape - Amazon has also been expanding its drone delivery services, recently deploying them in College Station, Texas, and the West Valley of Phoenix, Arizona [9] - Amazon reported record Prime delivery speeds in early 2024, with over 2 billion items delivered the same or next day to Prime members globally [10]