1st May 2025
It’s a phrase that’s often repeated, but rarely unpacked: “Walmart is within 10 miles of 90% of American households.” On the surface, it sounds impressive — but when you dive deeper, it reveals a major strategic advantage that every retailer (and investor) should pay attention to, especially as the battle for omni-channel dominance intensifies against giants like Amazon, Target, and Kroger.
In a world obsessed with speed, convenience, and instant gratification, location is more than just geography — it’s a competitive moat.
Walmart’s massive store footprint — nearly 5,000 locations across the U.S. — isn’t just about in-store shopping anymore. These stores are now critical nodes in a much larger omnichannel ecosystem, serving as:
When 90% of households can get to a Walmart in 10 miles or less, it allows Walmart to blend digital and physical experiences faster and more cost-effectively than competitors who rely solely on centralised warehouses and third-party logistics.
Amazon has dominated e-commerce by building an empire of distribution centres, technology, and logistics. But even with Prime, same-day delivery is costly and limited in suburban and rural areas where Walmart already has a physical advantage.
Target has made significant strides in curbside pickup and store-as-fulfilment strategies, but it still has a smaller footprint (around 2,000 stores compared to Walmart’s 5,000).
Kroger leads in grocery and has heavily invested in e-commerce and automated fulfilment. However, without the same breadth of general merchandise and geographic density, they face challenges in scaling across multiple retail categories as seamlessly.
The conversation around retail disruption often focuses on digital innovation, and rightfully so. But the future of commerce isn’t just digital — it’s physical and digital, seamlessly intertwined.
Walmart’s 10-mile advantage is not just a legacy of its past success. It’s a blueprint for its future dominance.
In the coming years, the companies that win in omni-channel retail won’t be the ones with the flashiest apps or the biggest warehouses. They’ll be the ones who can meet customers where they are — physically, digitally, and emotionally — faster, cheaper, and more authentically than anyone else.
And right now, Walmart is better positioned than almost anyone to do exactly that.
Written by Charles Kochel – Infinity Blue North America, CEO