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Walmart Accelerates Delivery, Shopee Diversifies in Vietnam, and AI Targets Retail Loss
Walmart has significantly expanded its 30-minute delivery service, rolling it out to 33 U.S. markets and encompassing over 100,000 eligible items. This move underscores a broader industry push towards faster fulfillment options, with Walmart U.S. seeing a 45% growth in store-fulfilled delivery during Q1 fiscal 2027, and expedited deliveries (under three hours) accounting for approximately 36% of those orders.
Singapore-headquartered e-commerce and gaming giant Sea Ltd, parent company of Shopee, is planning a strategic expansion into banking, financial services, and modern logistics within Vietnam. This diversification comes as Shopee's market share in Vietnam, while still dominant at 56% by the end of 2025, saw a notable decrease from 64% in 2024, with TikTok Shop emerging as a strong competitor, growing to 41% in the same period.
Appriss Retail has unveiled "Sidekick," an agentic AI layer designed to combat returns and total retail loss for omnichannel retailers. Natively integrated into the Appriss Retail platform, Sidekick moves beyond simple information surfacing to actively identify anomalies, track outcomes like prevented returns, and guide users through investigations, representing a new frontier in AI-driven loss prevention.
The Bottom Line
E-commerce leaders are intensifying efforts in rapid fulfillment and leveraging AI for operational efficiency, while also strategically diversifying into new service areas like financial services, indicating a dynamic and competitive landscape focused on speed, innovation, and expanded customer ecosystems.
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