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From Walmart launches Express Pickup curbside service using Ipsos survey insights

How could Walmart's new Express Pickup service affect Kroger's market position?

Possible What happens if… A possibility worth considering, not a forecast.

Walmart's free curbside pickup service may intensify competition for Kroger Walmart is rolling out Express Pickup, a new curbside service designed to offer fast and convenient shopping, informed by Ipsos survey data showing high consumer demand for such options. This service allows customers to order through the Walmart app and have their items ready for collection in as little as one hour, and it is offered at no additional cost. As a major competitor to Kroger, this aggressive focus on convenience and speed during the critical holiday shopping season could intensify the competitive pressure on Kroger's own grocery and fulfillment operations.

Reported by 1 independent outlet Written Oct 12
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How it reaches Kroger

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The facts so far

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  • Nearly half of curbside pickup users, at 46%, use the service at least weekly, according to a 2025 Ipsos survey.foreignpolicyjournal.com
  • 71% of curbside pickup users say they are likely to use the service again in the future.foreignpolicyjournal.com
  • Express Pickup allows shoppers to have their order ready for curbside collection in as little as one hour.foreignpolicyjournal.com
  • The rollout begins at 500 stores and is set to expand nationwide in the coming weeks.foreignpolicyjournal.com

Why it matters

For Kroger, a direct competitor to Walmart, the launch of a highly convenient and free service like Express Pickup puts immediate pressure on its own fulfillment capabilities. The ability of Walmart to capture consumers who prioritize ease of purchase during the critical holiday shopping season directly impacts market share and customer loyalty in the grocery sector.

Walmart and Kroger are intense market rivals competing directly on pricing, market share, and retail strategies. This move reflects a broader retail strategy by Walmart to compete aggressively on convenience, leveraging consumer data to optimize its operational offerings against established competitors.

What we don't know yet

  • How will Kroger adjust its own fulfillment offerings to match the speed and convenience of Express Pickup?
  • Will the holiday shopping season see a measurable shift in consumer preference toward curbside pickup services?

What would change this answer

Kroger announces a similar free, rapid curbside pickup serviceThe competitive pressure will likely stabilize, as both major retailers will be competing on similar convenience offerings.
Walmart's Express Pickup service fails to meet inventory or capacity requirementsThe immediate competitive threat to Kroger will fade, as the service's reliability and availability will be compromised.

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Brind's analysis is written by AI from the reporting linked above and can be wrong. This explainer is a possibility worth considering, not a forecast: steps marked as Brind's reasoning are not stated in the reporting. It is not investment advice; do your own research.