There have been a lot of guesses. Some where dismissed. I don't think it's Walmart either. But according to the guesses so far they are Lowes, Home Depot, Menards, Window World, Walmart, Target. Oh and Springroll said (Bed bath and beyond) but I think he was kidding.
Some of those would be considered in the realm of Walmart as you stated. Other have the capability. But the PR said "NEW" customer as well.
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