Walmart Inc. (WMT)[Tv]

Key Developments

• Walmart+ expands into Canada at $8.97/month, bundling Crave streaming, same-day delivery, and free shipping with no minimums—marking a strategic escalation into international loyalty ecosystems, directly challenging Amazon Prime in a high-growth market.
• Walmart launches full-scale drone delivery via Wing in seven U.S. cities, with 270 stores now operational and over 1 million deliveries completed—proving drone logistics has matured into a scalable, high-frequency fulfillment engine beyond pilot phase.
• Walmart signs a historic 15-year nuclear power agreement with Constellation Energy, securing 176 MW of emissions-free electricity to power its Belvidere, IL distribution center from 2029–2030—a transformative shift positioning Walmart as an industrial-scale energy integrator.
• Walmart.com launches in Mexico, leveraging existing omnichannel infrastructure and upfront fee transparency to build trust in a high-growth region—a major bet on international e-commerce expansion with strong supply chain leverage.
• Walmart faces formal regulatory intervention in China, requiring Sam’s Club to establish a senior-management-led task force to address systemic food safety risks—a critical reputational and operational escalation in its global expansion.