Walmart is offering a combined Walmart+ and Sam's Club Plus membership for $120 per year, $100 less than the two programs priced separately and $19 less than Amazon Prime's $139. The bundle includes free delivery, 2% Sam's Cash on select purchases, $0.10 off per gallon of gas, and a choice of Peacock or Paramount+, but it is annual-only with no free trial or monthly option. The author says the bundle is unlikely to displace Amazon Prime, but argues Walmart does not need to beat Amazon to benefit, since the offer strengthens its flywheel and advertising business. Shoppers who are members spend roughly four times as much as non-members at Walmart, and the stock, up nearly 6% year to date, trades at about 40 times forward and trailing earnings. E-commerce grew 23% and membership grew 17% in the fiscal 2027 second quarter.
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Related tickers and likely impact
AMZN
▼ Likely negativeAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/23/2026 | 248.04 |
| Change that session | -0.93% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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