Walmart U.S. Strategies and Shoppers

Section A: Walmart As Omnichannel Competitor

Chapter 1: Executive Summary

Introduction

• Report Scope

Retailer Omni-Channel Sales And Usage Trends

• Internet-Only And Omni-Channel E-Commerce Forecast
• Amazon E-Commerce Share
• More Consumers Purchasing Online And Making More Purchases Online
• Online Purchasing Habits Of Younger Consumers Help Foretell The Future
• In-Store Retailing Is Here To Stay
• Home Delivery Rules The Roost
• Click-And-Collect Gains Traction
• Leading Click-And-Collect Retailers
• The Click-And-Collect Connection To In-Store Purchasing
• Walmart Click-And-Collectors
• Subscription Services Take Hold

Walmart U.S. Trends And Innovation

• Performance Trends
• E-Commerce And Click-And-Collect Forecast
• Omni-Channel Walmart Purchases, By Retail Category
• Leveraging In-Store Services
• Private Label Strength
• Health And Wellness: On The Cusp Of A Growth Curve?
• Store Formats: Steroids And Stealth
• Technology Innovation
• Omni-Channel Innovation

Sam’s Club Trends And Innovation

• Performance Trends
• Sam’S Club Versus Club Store Competitors
• Sam’S Club Products And Services
• Omni-Channel Product Purchases, By Retail Category
• Omni-Channel Purchasing Methods

Major Retailers: Competitive Analysis

• Walmart Is Leader By Far
• In-Store/Online Purchasing Trends Over Time
• In-Store Purchasing Trends Over Time
• Major Retailers: Cross-Usage Of Amazon And Walmart Over Time
• Walmart And Sam’S Club Vs. Major Retailers, By Demographic
• Following The Online Purchaser
• Amazon, Target And Walmart Online Purchasers: 2015 Vs. 2018

Chapter 2: Walmart Inc.

• Walmart Inc.
• Largest Retailer In The World
• Sales Momentum
• Omni-Channel Pivot And Innovation
• The E-Commerce Landscape In 2020
• In-Store Retail: Down But Hardly Out
• Smart Cart Pricing Technology
• Branding Shift Underway?
• Challenging Amazon

Chapter 3: Retailer Omni-Channel Sales And Usage Trends

• E-Commerce Growth Vs. Overall Retail Sales Growth
• Projecting From Census Data

• Table 3A-1 Total Retail Sales Vs. E-Commerce Sales, 2008-2017 (In Billions And Percent Of Total)
• Table 3A-2 Total Retail Sales Vs. E-Commerce Sales, 2016-2020P (In Billions And Percent Of Total)

Internet-Only Vs. Omni-Channel E-Commerce Sales Growth

• Table 3A-3 E-Commerce: In-Store, Direct, Internet-Only, And Omni-Channel Sales, 2011-2017 (In Billions, % Change, And Sales Shares)
• Table 3A-4 E-Commerce: In-Store, Direct, Internet-Only, And Omni-Channel Sales, 2016-2020 (In Billions, % Change, And Sales Shares)

Amazon Share Of E-Commerce Sales Over Time

• Table 3A-5 Amazon U.S. Gross Merchandise Sales: Direct Sales And Third-Party Sales, 2014-2020 (In Billions)
• Table 3A-6 U.S. E-Commerce And Amazon U.S. Gross Merchandise Sales, 2014-2020 (In Billions)

More Consumers Purchasing Online And Making More Purchases Online

• Table 3A-7 Retail Purchasing Patterns: In-Store, Online, And Mobile, 2014-2018 (In Percent Of Adults And Frequency Of Online Purchasing)
• Table 3A-8 Omni-Channel Purchasing Patterns For Top Five Retail Categories, 2014-2018 (In Percent Of Adults And Online To In-Store Ratio)
• Table 3A-9 Omni-Channel Purchasing Patterns For Sixth Through Ninth Largest Retail Categories, 2014-2018 (In Percent Of Adults And Online To In-Store Ratio)

Online Purchasing Habits Of Younger Adults Help Foretell The Future

• Table 3A-10 In-Store, Online, And Mobile Purchasing Patterns: By Age Bracket, 2014-2018 (In Percent Of Adults And Frequency Of Online Purchasing)

Home Delivery Rules The Roost

• Table 3A-11 Use Of Home Delivery: Adults Overall Vs. Online Purchasers, 2018 (Percent)
• Click-And-Collect Gains Traction
• Table 3A-12 Use Of Online Ordering With Pickup: Adults Overall Vs. Online Purchasers, 2018 (Percent Using Overall, Same Day, Or Subsequent Pick-Up)

Leading Click-And-Collect Retailers

• Table 3A-13 Click And Pick Up: Retail Chain Or Channel Used For Last Pick Up, 2018 (Percent)
• Table 3A-14 Click And Pick Up: Influence On In-Store Purchasing Behavior At Pick Up, 2018 (Percent)
• Table 3A-15 Click And Pick Up Influence On In-Store Purchasing Behavior: Walmart Vs. Target, 2018 (Percent)

Subscription Services Take Hold

• Table 3A-16 Use Of Online Subscription/Repeat Ordering Service: Adults Overall Vs. Online Purchasers, 2018 (Percent)

Demographic Analysis

• Table 3A-17 Use Of Click And Collect, Subscription Service, And Home Delivery: By Demographic, 2018 (Percent)

Chapter 4: Walmart U.S.

Walmart U.S.

Performance Trends

• Table 4A-1 Walmart U.S. Net Sales, Units, Sales Per Unit And Square Foot, And Comparable Sales Change, 2014-2018

Largest Retailer By Sales . . . Until 2022?

• Table 4A-2 Walmart U.S. Vs. Amazon Sales, 2017-2022 (In Billions And Percent Change)

Walmart U.S. E-Commerce Sales Versus The Competition

• Table 4A-3 Retail Sales And E-Commerce Sales: Walmart, Amazon, Costco, And Target, 2014-2017 (In Billions And Percent Share)
• Table 4A-4 Retail Sales Share And E-Commerce Sales Share: Walmart, Amazon, Costco, And Target, 2014-2017 (In Billions And Percent Share)

Walmart U.S. E-Commerce Forecast

• Table 4A-5 Walmart U.S. Total Net Sales, E-Commerce Sales, And E-Commerce Sales Share, 2015-2021 (In Billions)
• Table 4A-6 Walmart U.S. E-Commerce Sales: Click-And-Collect Grocery Vs. Other, 2017-2021

Walmart Products And Services

Grocery, Heath And Wellness, General Merchandise

• Table 4A-7 Walmart U.S. Net Sales, By Merchandise Category, 2014-2018

Omni-Channel Walmart Purchases, By Retail Category

• Table 4A-8 Walmart Shopping Patterns: In-Store, Online, And In-Store/Online, By Retail Category, 2018 (Percent)
• Table 4A-9 Walmart General Merchandise And Health & Wellness Purchasers: In-Store Vs. Online, By Retail Category, 2018 (Percent)

In-Store Services Usage, By Type

• Table 4A-10 Use Of Walmart In-Store Services: By Types Of Service, 2018 (Percent)

In-Store Services Usage: Influence On Other Purchases

• Table 4A-11 Walmart In-Store Purchasing By Retail Category: Adults Overall Vs. Walmart In-Store Services Users, 2018 (Percent)
• Table 4A-12 Walmart In-Store Service Use By Service Category: Adults Overall Vs. Walmart In-Store Product Purchasers, 2018 (Percent)

Walmart Trends And Innovation

Private Label: A Shifting Strategy

• Table 4A-13 Use Of Walmart Private Label: By Brand, 2018 (Percent)

Health And Wellness: On The Cusp Of A Growth Curve?

Store Formats: Steroids And Stealth

• Table 4A-14 Walmart U.S. Locations By Store Format Type, 2009-2018 (In Number And Share Of Total)

• Technology Innovation
• How It Works
• Table 4A-15 Influence Of Dynamic Pricing Options On Consumer Purchase Decision: By Pricing Option, 2018
• The Walmart App
• Omni-Channel Innovation

Chapter 5: Sam’s Club

Retailer Overview

Sam’s Club

Performance Trends

• Table 5A-1 Sam’S Club U.S. Net Sales, Units, Sales Per Unit And Square Foot, And Comparable Sales Change, 2014-2018

Sam’s Club Versus Club Store Competitors

• Table 5A-2 Sam’S Club, Costco, And Bj’S Wholesale Club: U.S. Net Sales, Comparable Sales Change, And Units, 2013-2017
• Table 5A-3 Sam’S Club, Costco, And Bj’S Wholesale Club: U.S. Private Label Sales, Grocery/Consumables Sales, And Membership Renewal Rates, 2017

• Membership Structure Changes
• Business Member Emphasis
• Sam’S Club Products And Services
• Six Product Categories

• Table 5A-4 Sam’S Club U.S. Net Sales By Merchandise Category, 2014-2018 (In Billions And Share Of Total)

Omni-Channel Product Purchases, By Retail Category

• Table 5A-5 Sam’s Club Purchasers: In-Store, Online, And In-Store/Online: By Retail Category, 2018 (Percent)
• Table 5A-6 Sam’s Club Food/Beverage And Consumables Purchasers: In-Store Vs. Online: By Retail Category, 2018 (Percent)
• Table 5A-7 Sam’s Club General Merchandise And Health & Wellness Purchasers: In-Store Vs. Online: By Retail Category, 2018 (Percent And Category Share)

In-Store Services Usage

• Table 5A-8 Use Of Sam’S Club In-Store Services: By Service Offered, 2018 (Percent)

Omni-Channel Innovation

• Table 5A-9 Shopper Use Of Sam’S Club Omni-Channel Purchasing Methods, 2018 (Percent)

Chapter 6: Major Retailers: Competitive Analysis

Usage And Usage Frequency Trends

Usage Trends

• Table 6A-1 Shopper Penetration For Major Discount And Club Retailers, 2014-2018 (Percent)
• Frequency Of Shopping And Purchasing Trends
• Table 6A-2 Monthly Shopping And Purchasing Patterns: By Major Discount Retailer, 2014-2018 (Percent)
• Table 6A-3 Monthly Shopping And Purchasing Patterns: By Club Retailer, 2014-2018

Omni-Channel Purchasing Trends

In-Store And/Or Online Purchasing

• Table 6A-4 Walmart, Amazon, Target, Costco, Sam’s Club, And Kmart: Percent Of Shoppers Who Purchase In-Store, Online, Or Both, 2014-2018
• Table 6A-5 In-Store, Online, And In-Store/Online: Shopper Purchasing Patterns In Last 3 Months By Major Retailer, 2018 (Percent)

In-Store Purchasing, By Retailer And Retail Category

• Table 6A-6 Costco, Sam’s Club, Target, And Walmart: In-Store Purchasing Patterns By Retail Category, 2018 (Percent)

Major Retailers: Cross-Usage Of Amazon And Walmart Over Time

• Table 6A-7 Purchasing And Cross-Purchasing Patterns Among Major Retailers, 2014 Vs. 2018 (Percent And Percent Change)

Walmart And Sam’S Club Vs. Major Retailers, By Demographic

• Table 6A-8 Shopper Profiles For Major Retailers: Usage, By Gender, Age, And Hh Income Segments, 2018 (Index)

Walmart And Sam’S Club Vs. Major Retailers: Top Designated Market Areas, Metropolitan Areas & County Size

• Table 6A-9 Shopper Patterns For Major Retailers: Usage By Top Designated Market Area And Retailer, 2018 (Index)
• Table 6A-10 Shopper Patterns For Major Retailers: Usage By Metropolitan Area Grouping And Retailer, 2018 (Index)
• Table 6A-11 Walmart Vs. Major Retailers: Shopper Patterns By County Size And Retailer, 2018 (Index)

Following The Online Purchaser

Online Purchasers Tend To Have Higher Incomes, But The Gap Is Closing

• Table 6A-12 In-Store And Online Purchasing Patterns By Household Income, 2015 Vs. 2018 (Percent And Index)

2015 Vs. 2018: Amazon, Target, And Walmart Online Purchasers, By Hh Income

• Table 6A-13 In-Store And Online Purchasing Patterns By Major Retailer: By Hh Income, 2015 Vs. 2018 (Percent And Index)

• Amazon, Target, And Walmart Online Purchasers, By Hh Income And Age
• Table 6A-14 Amazon, Target And Walmart: In-Store And Online Purchasers Age 18-34, By Hh Income, 2015 Vs. 2018 (Percent And Index)
• Appendix
• Methodology

• Consumer Survey Methodology
• Population Estimates
• Table Indexes
• Tables
• Appendix-1A Walmart U.S. Store Formats, By Square Footage, 2009-2018

Section B:

Chapter 1: Executive Summary

Introduction

Report Scope

Report Summary

• Walmart Financial Services And Products
• Financial Services In Context: The Walmart Moneycenter
• Walmart Financial Services Purchases And Usage
• The Walmart Financial Services User
• Walmart And Payment Cards
• Walmart And Mobile Technology
• Walmart And Other Financial Services

Chapter 2: Walmart Financial Services

Financial Services Offerings In Context

• Comprehensive Range Of Services
• Overview Of Revenues Generated

Financial Services: The Components

• Moneycenter
• Walmart Customer Financial Service Purchases And Usage

• Table 2B-1 Shopper Patterns : In-Store, Online, And In-Store/Online Purchasing From Walmart, By Retail Category, 2018
• Table 2B-2 Walmart In-Store Services Usage: By Type, 2018
• Table 2B-3 Walmart In-Store Financial And Tax Services Usage: By Type Of Offering, 2018

Chapter 3: The Walmart Financial Services User

• User Characteristics
• Banked Status

• Table 3B-1 Banked Vs. Unbanked Customers: By Selected Major Retailer, 2018 (Percent And Number In Millions)
• Table 3B-2 Walmart Customer Profile: Banked, Fully Banked, Underbanked, And Unbanked, 2018
• Table 3B-3 Customer Use Of Walmart U.S. Financial Services: By Banked Status, 2018 (Percent And Index)

Other Demographics

• Table 3B-4 Customer Use Of Walmart U.S. Financial Services: By Hh Income And Banked Status, 2018 (Percent And Index)
• Table 3B-5 Customer Use Of Walmart U.S. Financial Services: By Gender And Age, 2018 (Percent And Index)
• Table 3B-6 Customer Use Of Walmart U.S. Financial Services: By Region And Population Density, 2018 (Percent And Index)
• Table 3B-7 Customer Use Of Walmart U.S. Financial Services: By Region And Population Density, 2018 (Percent And Index)

Chapter 4: Walmart And Payment Cards

• Credit Cards
• Credit Card Usage By Major Retailer Customer Base

• Table 4B-1 Credit Card Usage And Usage Frequency Indexed By Major Retailer Customer Base, 2018

Walmart And Sam’s Club

• Table 4B-2 Percent Of Customers Who Use Walmart Credit Cards: Overall And By Private Label Vs. Co-Branded, 2018
• Table 4B-3 Percent Of Customers Who Use Sam’S Club Credit Cards: Overall And By Private Label Vs. Co-Branded, 2018

Prepaid Cards

• Prevalent Uses
• Moneycard Program An Industry Success Story

• Table 4B-4 Top Five Reloadable Prepaid Cards: Use And Use Most, 2018

• In The Store
• Walmart Moneycard: Nuts And Bolts
• Savings And Budgeting Features
• New Features
• Pricing Changes
• The Green Dot Connection

• Table 4B-5 Green Dot Operating Revenue And Revenue Attributable To Walmart, 2010-2017

Chapter 5: Walmart And Mobile Technology

• The Technology
• It’S All About The App
• Retailer-Specific Mobile Apps An Important Means Of Consumer Engagement
• Walmart App Facilitates The Omni-Channel Shopping Experience

• Table 5B-1 Mobile Wallet App Usage By Brand: Walmart Customers, 2018

Online And Mobile Checkout Options Galore

Chapter 6: Walmart And Other Financial Services

• Money Transfer Services
• Money Transfer Types Used: By Retailer

• Table 6B-1 Indexed Usage Of Money Transfer Methods: By Major Retailer Customer Base, 2018
• Table 6B-2 Money Transfer Services Used At Walmart: By Type, 2018

Domestic And International Money Transfers

• Table 6B-3 Moneygram Operating Revenue And Revenue Attributable To Walmart, 2011-2017

Tax Services

• Table 6B-4 Tax Services Used And Products Purchased At Walmart: By Type, 2018

• The Jackson Hewitt Connection
• Appendix
• Methodology
• Consumer Survey Methodology
• Population Estimates
• Table Indexes

Section C:

Chapter 1: Executive Summary

Introduction

• Report Scope

Report Summary

• The Walmart And Sam’S Club Grocery Business
• The Walmart And Sam’S Club Grocery Shopper
• Why Consumers Choose Walmart
• Retail Channel Competition
• Multi-Channel Grocery Purchasing

Chapter 2: The Walmart And Sam’S Club Grocery Business

• Walmart Grocery In Context
• Omni-Channel Grocery Pivot
• Omni-Channel Grocery Momentum
• Demographic Shifts
• Overview Of Walmart

• Table 2C-1 Walmart U.S. And Sam’S Club Grocery And Consumables Net Sales, 2014-2018
• Table 2C-2 Walmart U.S., Kroger, Costco, Target, And Sam’S Club: U.S. Sales And Grocery And Consumables Sales, 2017

Walmart U.S. Performance Trends

• Table 2C-3 Walmart U.S. Net Sales, By Merchandise Category, 2014-2018

Sam’s Club

• Table 2C-4 Sam’S Club U.S. Net Sales, By Merchandise Category, 2014-2018

Sam’s Club Versus Club Store Competitors

• Table 2C-5 Sam’S Club, Costco, And Bj’S Wholesale Club: Grocery/Consumables Sales And Sales Share, 2017

Product Trends

• Walmart Omni-Channel Food/Beverage Product Purchases, by Type
• Table 2C-6 Walmart Food/Beverage And Consumables Purchasers: In-Store Vs. Online, By Retail Category, 2018

Private Label

Walmart U.S.

• Table 2C-7 Walmart Private Label Brands Usage, By Brand, 2018

Great Value And Sam’S Choice: Demographic Analysis

• Table 2C-8 Purchasing From Walmart: Anything, Food/Beverage, Great Value, And Sam’S Choice, By Gender, Age, And Hh Income, 2018
• Table 2C-9 Purchasing From Walmart: Any Purchase, Food/Beverage, Great Value, And Sam’s Choice, By Region And Population Density, 2018

Sam’s Club

• Table 2C-10 Sam’s Club, Costco, And BJ’s Wholesale Club: U.S. Private Label Sales And Sales Share, 2017

Member’s Mark: Demographic Analysis

• Table 2C-11 Purchasing From Sam’s Club: Any Purchase, Food/Beverage, Member’s Mark, By Gender, Age, And Hh Income, 2018

Omni-Channel Initiatives

• Table 2C-12 Walmart Omni-Channel Initiative Timeline, 2016-2019

Growing Assortment

• Table 2C-13 Walmart.Com Items, 2015-2018

Stand-Alone Retailer Brands

Going Premium

Online Grocery

Walmart Click-And-Collect Expansion

• Table 2C-14 Walmart: Number Of Online Grocery Locations, 2015-2019

Walmart Click-And-Collect Grocery Market Size And Forecast

• Table 2C-15 Walmart U.S. E-Commerce Sales: Click-And-Collect Vs. Other, 2017-2021
• Table 2C-16 Walmart U.S. Click-And-Collect Sales Analysis, 2017-2021

Chapter 3: The Walmart And Sam’S Club Grocery Shopper

Top Food Retail Chains: Demographic Changes Over Time

• Table 3C-1 Top 10 Supermarket/Food Retail Chains Usage: Usage Share, By Age, 2018
• Table 3C-2 Top 10 Supermarket/Food Retail Chains, Indexed Usage And Usage Share Change, By Age, 2014 Vs. 2018

Household Income A Strong Differentiator

• Table 3C-3 Top 10 Supermarket/Food Retail Chains, Usage And Usage Share, By Hh Income, 2018
• Table 3C-4 Top 10 Supermarket/Food Retail Chains, Indexed Change In Usage And Usage Share, By Hh Income, 2014 Vs. 2018

Walmart Purchaser Demographics: Online Vs. In-Store

• Table 3C-5 Walmart Purchasers: Online Vs. In-Store; Any Product Vs. Food/Beverage, By Gender, Age, And Hh Income, 2018
• Table 3C-6 Walmart Purchasers: Online Vs. In-Store; Any Product Vs. Food/Beverage, By Region And Population Density, 2018

Chapter 4: Why Consumers Choose Walmart

Factors Most Important To Choosing In-Store Grocery Provider

• Table 4C-1 Factors Important To Choosing In-Store Grocery Provider, 2018

Factors Most Important To Choosing In-Store Grocery Provider, By Retailer

Price Factors

• Table 4C-2 Price Factors Important To Choosing In-Store Grocery Provider, By Retailer Used Most, 2018

Convenience Factors

• Table 4C-3 Convenience Factors Important To Choosing In-Store Grocery Provider, By Retailer Used Most, 2018

Brand/Selection Factors

• Table 4C-4 Brand/Selection Factors Important To Choosing In-Store Grocery Provider, By Retailer Used Most, 2018

Factors Most Important To Choosing Online Grocery Provider

• Table 4C-5 Factors Important To Choosing Online Grocery Provider, 2018

Factors Most Important To Choosing Online Grocery Provider, By Retailer

Clear-Cut Differences Between The Walmart And Amazon Online Grocery Purchasers

• Table 4C-6 Price Factors Important To Choosing Online Grocery Provider: Use Amazon Most Vs. Use Walmart Most, 2018
• Table 4C-7 Convenience Factors Important To Choosing Online Grocery Provider: Use Amazon Most Vs. Use Walmart Most, 2018
• Table 4C-8 Brand/Selection Factors Important To Choosing Online Grocery Provider: Use Amazon Most Vs. Use Walmart Most, 2018
• Table 4C-9 Online Ordering Factors Important To Choosing Online Grocery Provider: Use Amazon Most Vs. Use Walmart Most, 2018

Chapter 5: Retail Channel Competition

Grocery Purchasing Trends, By Major Supermarket Chain

Top 20 Food Retail/Supermarket Chains

• Table 5C-1 Top 20 Supermarket/Food Retail Chains, By Usage Penetration, 2014-2018

Key Competitors: Usage Frequency Trends

• Table 5C-2 12 Major Supermarket/Food Retail Chains, Used 4+ Times In Past Month, 2014-2018
• Table 5C-3 12 Major Supermarket/Food Retail Chains, Frequent Shopper Share, 2014-2018

Key Competitors: Cross-Usage Trends

• Table 5C-4 Supermarket/Food Retail Stores Shopped In Last Four Weeks: Usage & Share Also Buying From Walmart, 2014 Vs. 2018
• Table 5C-5 12 Major Supermarket/Food Retail Chains Used In Past 4 Weeks, Cross Usage, 2018

County Size

• Table 5C-6 Major Supermarket/Food Retailer Usage Indexes, By County Size, 2018

Chapter 6: Multi-Channel Grocery Purchasing

Grocery Purchases, By Major Retailer

• Table 6C-1 In-Store/Online, In-Store, And Online Groceries: Where Purchased, By Retailer, 2018

In-Store Grocery Purchases, By Major Retailer

• Table 6C-2 In-Store Groceries: Where Purchased And Where Purchased Most, By Retailer, 2018

Online Grocery Purchases, By Major Retailer

• Table 6C-3 Online Groceries: Where Purchased And Where Purchased Most, By Retailer, 2018

Online Food/Grocery Ordering Usage Trends

• Table 6C-4 12 Online Food/Grocery Ordering In Last 3 Months, 2014-2018

Online Grocery Delivery Players

• Table 6C-5 Online Grocery Delivery Service Usage, By Provider, 2018

Omni-Channel Grocery Shopping Analysis

Weekly Grocery Spending And Hh Income

• Table 6C-6: Weekly Grocery Spending: In-Store Supermarket Shoppers, Online Grocery Orderers, And Online Grocery Delivery Users, 2018

Gender, Age, And Number Of Children In Home

• Table 6C-7 Weekly Grocery Spending: In-Store Supermarket Shoppers, Online Grocery Orderers, And Online Grocery Delivery Users, By Gender, Age And Number Of Children In Home, 2018

County Size

• Table 6C-8 Weekly Grocery Spending: In-Store Only Supermarket Shoppers, Online Grocery Orderers, And Online Grocery Delivery Users, By County Size, 2018

Major Supermarket/Food Retail Chains: In-Store Versus Online Customers

• Table 6C-9 Supermarket/Food Retail Chain Users: In-Store Shoppers Vs. Online Food/Groceries Users, By Chain, 2018

• Appendix
• Methodology
• Consumer Survey Methodology
• Population Estimates
• Table Indexes
• U.S Pet Market Focus: Walmart As Competitor

Section D: U.S Pet Market Focus: Walmart As Competitor

Chapter 1: Executive Summary

Introduction

• Scope Of Report

• Methodology
• Walmart Leads In Pet Product Sales
• Sam’s Club Pet Product Sales
• Walmart Share Of Pet Product Shoppers

• Table 1D-1 Top Channel Choices For Pet Product Shopping In Last Three Months: Pet Food Vs. Non-Food Pet Supplies, 2016-2018 (Percent)

• Walmart And Pet Medications
• Customer Base And Pet Ownership Patterns
• Customers Are Buying More Pet Products At Walmart
• The Pet Parenting Factor
• Why Consumers Choose Walmart For Pet Care Shopping

• Table 1D-2 Factors Most Important To Choosing Pet Products Provider, 2018 (Percent)

• Role Of Private Label
• Cross-Retailer Shopping Patterns For Walmart Pet Product Shoppers
• Omnichannel Is Crucial
• Pet Product Purchasing In-Store, Online, And Both

• Table 1D-3 In-Store/Online, In-Store, In-Store Only & Online Pet Product Purchases: Selected Brick-And-Mortar And Internet Retailers, 2018 (Percent)

• Online Purchasing Analysis
• Walmart Omnichannel Pattern Suggests Online Pet Products Traction
• Services Key To Competing With Internet

Chapter 2: Walmart As Pet Market Competitor

• Walmart Overview
• Pet Industry Context
• Pet Product Sales By Channel

• Table 2D-1 Share Of U.S. Retail Channel Sales Of Pet Products By Channel Classification, 2017 (Percent)

• Walmart Leads In Pet Product Sales
• Sam’s Club Pet Product Sales
• Walmart Share Of Pet Product Shoppers

• Table 2D-2 Top Channel Choices For Pet Product Shopping In Last Three Months: Pet Food Vs. Non-Food Pet Supplies, 2016-2018 (Percent)

Walmart And Pet Medications

• Table 2D-3 Top Brick-And-Mortar Channel Choices For Purchasing Pet Medications In Last Three Months, 2016 Vs. 2017 (Percent Of Pet Product Buyers)

Chapter 3: The Walmart Pet Products Shopper

Shopper Overview

Customer Base And Pet Ownership Patterns

• Table 3D-1A Pet-Owning Customer Base For Walmart And Sam’S Club, 2018 (In Thousands Of Households)
• Table 3D-1B Pet-Owning Customer Base For Other Leading Retailers: Petsmart, Petco, Target, Costco, And Kroger, 2018 (In Thousands Of Households)
• Table 3D-2 Pet-Ownership Patterns Among Pet Product Customers: Walmart, Pet Superstores, Supermarkets, 2018 (Percent And Index)

Customers Are Buying More Pet Products At Walmart

• Table 3D-3 Percent Buying More, Less, Or Same Amount Of Pet Products From Walmart Compared To A Few Years Ago: By Gender And Age Bracket, 2018 (Percent And Index)
• Table 3D-4 Percent Buying More, Less, Or Same Amount Of Pet Products From Walmart Compared To A Few Years Ago, By Hh Income And Geographic Density, 2018

The Pet Parenting Factor

• Overview: Why Consumers Choose Walmart For Pet Care Shopping
• Analysis Of Key Factors

• Table 3D-5 Factors Most Important To Choosing Pet Products Provider, 2018 (Percent)

Price Factors

• Table 3D-6 Price Factors Most Important To Choosing Pet Products Provider, By Retailer Used Most, 2018 (Percent And Index)

Convenience Factors

• Table 3D-7 Convenience Factors Most Important To Choosing Pet Products Provider, By Retailer Used Most, 2018 (Percent And Index)

Brand And Selection Factors

• Table 3D-8 Brand/Selection Factors Most Important To Choosing Pet Products Provider, By Retailer Used Most, 2018 (Percent And Index)

Role Of Private Label

The Story Of Ol’ Roy

• Table 3D-9 Ol’ Roy Dog Food Purchasers, 2009-2018 (Percent Of Dog Owners)
• Table 3D-10 Ol’ Roy Dog Food Purchasers: By Demographic, 2018(Percent And Index)
• Table 3D-11 Cross-Brand Purchasing Patterns Among Ol’ Roy Dog Food Customers: By Demographic, 2018 (Percent)

Staff And In-Store Service Factors

• Table 3D-12 Staff And Customer Service Factors Most Important To Choosing Pet Products Provider, By Retailer Used Most, 2018 (Percent And Index)
• U.S Pet Market Focus: Walmart As Competitor

Chapter 4: Retail, Internet, And Omnichannel

Retail Store Competition

Channels Trends

• Table 4D-1 Pet Product Purchasing Patterns By Channel, 2011-2018 (Percent)

Channel Loyalty Is Slipping

• Table 4D-2 Sole Channel Pet Product Purchasers: Usage By Channel And Average Number Of Channels Used, 2011-2018 (Percent And Number

Cross-Retailer Shopping Patterns For Walmart Pet Product Shoppers

• Figure 4D-1 Cross-Retailer Shopping Patterns For Walmart Pet Product Shoppers, 2018 (Percent)

• Omnichannel Competition
• Omnichannel Is Crucial
• Amazon And Chewy As Internet Kingpins
• In-Store And Online Patterns For Pet Product Purchasing

Table 4D-3 Pet Product Purchases: In-Store, In-Store Only, Online, And Online Only, 2018 (Percent)

In-Store Purchasing Analysis

• Table 4D-4 In-Store, In-Store-Only, And Online Pet Product Purchasers Who Purchase In-Store: By In-Store Retailer Purchased From And Purchased From Most, 2018 (Percent)

Pet Product Purchasing In-Store, Online, And Both

• Table 4D-5 In-Store/Online, In-Store, In-Store Only & Online Pet Product Purchases: Brick-And-Mortar And Internet Retailers, 2018 (Percent)
• Figure 4D-2 Online Cross-Shopping Patterns For Pet Product Customer Base: By Retail Channel, 2018 (Percent)

Online Purchasing Analysis

• Table 4D-6 Online Pet Product Purchasers, By Online Retailer Purchased From And Purchased From Most, 2018 (Percent)

Online Ordering Factors

• Table 4D-7 Online Ordering Factors Most Important To Choosing Pet Products Provider: By Retailer Used Most, 2018 (Percent And Index)

Walmart Omnichannel Pattern Suggests Online Pet Products Traction

• Table 4D-8 Walmart Consumables Purchasers: In-Store Vs. Online, By Retail Category, 2018 (Percent)

Role Of Subscriptions/Auto-Ship

• Table 4D-9 Pet Products Subscription Service Usage, By Demographic, 2018 (Index)
• Table 4D-10 Pet Products Subscription Service Usage, By Retailer Where Shop For Pet Products, 2018 (Index)

Click-And-Collect

• Table 4D-11 Pet Products Click-And-Collect Usage, By Demographic, 2018 (Index)
• Table4-12 Pet Products Click-And-Collect Usage, By Retailer Used For Pet Products, 2018 (Index)

Chapter 5: Growth Of Retailer Pet Services

Services As Omnichannel Advantage

Services Key To Competing With Internet

• Table 5D-1 Customers Who Consider In-Store Pet Service Factors Most Important To Choosing Pet Products Provider, By Retailer Used Most, 2018 (Percent And Index)

In-Store Pharmacies And Pet Medications

Table 5D-2 Pet Owner Walmart Pharmacy Use: Share Who Fill Prescription For Self And For Pet, 2018 (Percent)

• Walmart And The Fairness To Pet Owners Act
• Veterinary Services