想想 Target、Walmart、Amazon 会是最先感受到这种“糖分高潮”式提振的，尽管它们的基本面盈利没有任何变化。
Think Target, Walmart, Amazon would be the first to feel the sugar high bump even though nothing about their underlying earnings changed.
所以 Walmart 正在把 Papa John's 加入其配送阵容。这是继 Subway 和 Duncan 之后的第三个合作，也是它首次与一家尚未入驻 Walmart 门店的连锁品牌合作。
订单通过 Walmart 现有的 Spark Driver 网络运行，承诺 30 分钟或更短时间内送达，而 90% 的美国人居住在距离一家 Walmart 10 英里以内。真正重要的数字是，65% 的餐厅订单已经包含其他 Walmart 商品，这意味着这个外卖配送的布局其实是一匹特洛伊木马，用来扩大购物篮规模和提升应用参与度，直接侵入 Door Dash 和 Uber 的地盘。
So Walmart is adding Papa John's to its delivery lineup. Its third partnership after Subway and Duncan, and it's first with a chain not already inside of the Walmart stores. Orders run through Walmart's existing Spark Driver network, promising 30 minutes or less delivery, with 90% of Americans living within 10 miles of a Walmart.
The number that matters is 65% of restaurant orders already include other Walmart items, meaning the food delivery play is really a Trojan horse to grow basket size and app engagement directly encroaching on Door Dash and Uber's territories.