Morgan Stanley's latest analysis finds Walmart offers the strongest overall fulfillment model, averaging roughly 48 minutes for deliveries while combining rapid speed with a broad assortment of groceries and general merchandise. As AI agents begin making more automated shopping decisions based on delivery time and other factors, retailers that balance speed, selection, and pricing are positioned to gain market share.
Summaries like this, in your inbox every morning.
Sign up free →What happened
Morgan Stanley analysis ranks retailers by delivery speed, with Amazon Now fastest at roughly 25 minutes and Walmart most balanced at roughly 48 minutes, combining speed with broad assortment across groceries and general merchandise.
Why it matters
Purchase decisions are becoming increasingly convenience-driven as AI agents begin making more automated shopping decisions based on factors such as delivery time, price and product availability. Retailers that can consistently deliver products quickly while maintaining broad assortments may gain market share.
What to watch
Specialty retailers generally trail larger mass merchants, with delivery times ranging from several hours to multiple days depending on the category. The next phase of retail competition is likely to center on balancing delivery speed, product assortment and pricing as AI-assisted shopping becomes more widely adopted.
No comments yet. Be the first to share your thoughts!
Log in to join the discussion
Get curated AI news from 200+ sources delivered daily to your inbox. Free to use.
Get Started FreeFree · takes 30 seconds · unsubscribe anytime
1 minute a day. The AI essentials.
200+ sources · Email / LINE / Slack
