Walmart Delivery Push Has These Last Mile Logistics Stocks On Investor Watch

Walmart’s push into restaurant delivery with Dunkin and its dense store network has put last mile logistics and omnichannel fulfillment back in the spotlight. This shift in how everyday orders get to the doorstep could reshape which stocks benefit from growing delivery habits. This article looks at 3 stocks exposed to this Walmart news and explains why the market reaction might matter for your watchlist today.

The stocks covered below are just a sample, and the full screen surfaced 33 more U.S. omnichannel and last mile logistics companies with similarly detailed business narratives that are not included here. To identify and analyze the highest conviction ideas that fit your own criteria, go straight to the U.S. Omnichannel Retail & Last-Mile Logistics Enablers screener.

RXO (RXO)

Overview: RXO is a truck brokerage company that connects shippers with carriers for truckload freight across North America and other regions, handling the middle mile that keeps goods flowing into last mile and omnichannel retail delivery networks. It also offers asset light managed transportation, last mile delivery, and freight forwarding services across ocean, air, and domestic middle mile routes.

Operations: RXO generates about $6.1b in revenue almost entirely from Transportation - Trucking, with roughly $5.7b from the U.S. and about $0.4b from markets outside the U.S.

Market Cap: US$3.4b

RXO gives you direct exposure to the freight plumbing that supports Walmart style omnichannel and restaurant delivery growth, with an asset light model and heavy use of proprietary digital freight matching. The company is tightly linked to e-commerce and last mile through truckload and LTL brokerage, managed transportation and profitable final mile operations. Partnerships such as Enterprise Purchasing Group broaden shipper access to its network and technology. RXO is still working through freight market softness and relies heavily on end markets such as automotive. There are also funding and liquidity risks to consider. For investors who want to understand whether RXO’s technology, Coyote integration and the current truckload cycle can offset those pressures, the full narrative goes much deeper.

RXO’s asset light freight network and digital matching could be more important to Walmart style delivery than many investors realise. To see how that story connects with profitability pressures and funding risks, go to the full narrative for RXO

ArcBest (ARCB)

Overview: ArcBest is an integrated logistics company that helps retailers and manufacturers move goods by truck, air, and ocean, with services that range from less than truckload freight to time critical deliveries and final mile support for omnichannel distribution. Its asset based network and asset light brokerage and managed transportation solutions position ArcBest as a key link between large shippers and the growing flow of e-commerce and retail inventory that needs to reach customers quickly and reliably.

Operations: ArcBest generates about US$2.8b of revenue from its Asset-Based freight operations and around US$1.5b from its Asset-Light segment, with virtually all of its US$4.2b in revenue coming from the United States.

Market Cap: US$3.2b

ArcBest gives you a way to gain exposure to rising e-commerce and omnichannel delivery without owning a pure app based delivery platform. The company is pushing hard on technology, including AI driven route and city optimization tools and its ArcBestView digital logistics platform, to improve productivity and give shippers better visibility across modes. At the same time, investors need to weigh recent losses, restructuring charges, and cost cuts such as service center closures and brand consolidation, along with pressure from tariffs and softer freight conditions. For investors who want exposure to the freight and logistics infrastructure behind Walmart style delivery growth, the central question is whether ArcBest’s tech investments and cost savings can outweigh those earnings and balance sheet risks over the next few years.

ArcBest’s technology initiatives and cost reset may be reshaping the story more than recent losses suggest. Get the fuller picture in the 3 key rewards and 3 important warning signs that highlights where the next surprise might come from.

United Natural Foods (UNFI)

Overview: United Natural Foods is a large distributor that supplies natural, organic, specialty and conventional groceries to retailers across the U.S. and Canada, effectively acting as a backbone for omnichannel grocery and delivery models. Alongside distribution, United Natural Foods provides retailers with digital tools, store support and e-commerce services that help connect physical shelves with online baskets.

Operations: United Natural Foods generates around US$16.9b from its Natural segment, about US$13.3b from Conventional products and roughly US$2.2b from Retail, with eliminations of approximately US$1.1b.

Market Cap: US$2.7b

United Natural Foods gives you exposure to the plumbing behind omnichannel grocery as retailers push harder into online ordering, delivery and pickup. This trend is reinforced by moves like Walmart’s restaurant delivery expansion that depend on steady, high quality food supply. The company is working to lift profitability through warehouse automation, network redesign and tighter focus on contract returns, while also carrying funding and interest coverage risks and a recent history of losses that leave little room for missteps. With fresh leadership reshaping roles across finance, operations and commercial teams and ongoing investments in digital services for retailers, the key question for investors is whether this distributor can turn its scale and data into the margin gains needed to fully justify the recent optimism around United Natural Foods.

United Natural Foods is working to use warehouse automation and its extensive grocery network to improve margins, yet funding pressure still hangs over the story. Read the United Natural Foods financial health report

Seeking Fresh Alternatives Beyond Walmart?

Some stocks start to build breakout momentum long before headlines catch up. Use these fresh ideas while they are still under the radar for now and act now.

• Spot companies building steady compounding potential before they are widely followed by scanning a curated list of solid balance sheet and fundamentals (53 results) that keeps financial resilience front and center.
• Ride the next wave of AI driven growth by tracking curated 55 AI infrastructure stocks where real businesses power chips, data centers, and the rails behind machine learning momentum.
• Position ahead of possible commodity sentiment swings by reviewing a focused 35 elite gold producer stocks that filters for producers with scale instead of short lived trading stories.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com