From Investing.com: 2024-11-09 15:30:00

Morgan Stanley analysts assess competitive landscape among Walmart+, Amazon Prime, and Costco, highlighting Walmart+’s growth with nearly 24 million members and a 30% CAGR from 2020 to 2024, outpacing Amazon Prime and Costco. Significant membership overlap noted, with Walmart+ competing heavily in Amazon’s core market and potential for untapped growth. Retailer’s promotional strategies and investments in supply chain infrastructure set to enhance market share.



Read more at Investing.com: Morgan Stanley breaks down the overlap between Walmart, Amazon, Costco memberships By Investing.com