Walmart is expanding its strategy to attract higher-income shoppers by opening new in-store Dunkin' locations, mirroring the successful Target/Starbucks model. This move follows strong results from modernization efforts, including a 5.8% increase in total revenues in Q3 fiscal 2026.

  • Households earning over $100,000 now represent 75% of Walmart's market share.
  • The first new location in San Antonio is expected to open by May 28, 2026.
  • WMT shares traded slightly lower on January 28, moving in line with the mixed broader market.