Walmart Inc (WMT)

[Monksdream]

More than just groceries: Now Walmart is selling its software
Walmart ($WMT) isn’t just selling groceries and clothes anymore — it’s also selling software to logistics giants. The company now offers its Route Optimization tool, which helps businesses map efficient delivery routes. It saved Walmart over $90M in a year as part of a surprising embrace of SaaS (“software as a service”).
Walmart’s move into software marks a diversification strategy, as the retail giant aims for faster-growing businesses and higher profit margins, as reported by Bloomberg.
The introduction of Route Optimization, Store Assist, and its AI-powered search also positions Walmart as a first-mover in AI — boosting efficiency for both shoppers and retailers.
Thinking beyond retail: Earlier this month, Walmart acquired Vizio ($VZIO) in an effort to enter the connected TV space. Walmart sees significant profit potential in this area, particularly through advertising across its properties. Last year, its ad business grew by 28% to $3.4B — a far cry from Walmart’s retail numbers but indicating a promising segment that should grow in the coming years.