The battle of the retail giants has only intensified this year. A new report from Moody's analysts led by Charlie O'Shea looks at the fallout and possible outcomes as Amazon and Walmart throw competitive jabs and make forays onto turf long dominated by the other.
The analysts noted a "delivery arms race" that is "escalating," with Amazon and Walmart each announcing various takes on next-day shipping within a month of each other this spring. They also posited that Walmart could make gains in an area long dominated by Amazon: third-party sellers. Helping Walmart on this front are its physical stores, which offer space to outsiders, and something it doesn't have: Amazon's propensity for developing competing brands.. . . more