Platform Intelligence

Walmart

Walmart a kasuwannin kasuwanci ta yanar gizo 1 na yanki: Arewacin Amurka — GMV / rabo / girma / matsayi daga rahoton Top-5 na kowane yanki.

QAs a merchant, what do I need to care about?

Nine dimensions merchants should review before joining:

Merchant snapshot

Marketplace na uku na Amurka, fa'idar duk hanyoyin siyarwa + kayan abinci, kuɗaɗe gaba ɗaya ƙasa da Amazon; ya dace da ƙwararrun masu siyarwa na ketare iyaka masu ɗakin ajiya a Amurka/ƙwarewar cika umarni na gida, amma yanayin har yanzu yana da rauni.

Entry requirements

Shigar da Marketplace ta tsarin dubawa: ana buƙatar lasisin kasuwanci na kamfani (kamfani na Amurka ko kamfani na duniya da ya cancanci), bayanan haraji da shirin jigila, lokacin dubawa yana da tsawo; a 2025 masu siyarwa 200,000+ amma ana danganta ficewar masu siyarwa, an canza shirin ƙarfafawa na ɓangare na uku a hankali (Ecommerce Times). Babu kuɗin wata, babu kuɗin kowane kaya (kwatancen threecolts 2025.9); masu siyarwa na ƙasashen waje na buƙatar bayar da cika umarni na Amurka ko amfani da WFS.

Fee structure

Babu kuɗin biyan kuɗi/kuɗin wata da kuɗin kowane kaya, ana karɓar referral fee bisa nau'in kawai: misali tufafi (>$20) 15%, kwamfuta 6%, kayan kiɗa 12%, tawada na firinta 12% (threecolts 2025.9: daidai ko ƙasa da Amazon a waɗannan nau'ikan); kuɗin cika umarni na WFS a wasu nau'ikan ya fi na FBA ƙasa sosai (wasu kuɗaɗe ƙasa da kusan 80%), amma kananan kayayyaki (<$10) FBA ne mafi arha. Talla na Walmart Connect bisa gasa. Bisa bisa da jadawalin kuɗaɗen hukuma.

Getting traffic

Binciken cikin Walmart.com + tallan Walmart Connect (girman ƙaruwa kusan sau 6 na siyarwa, na_platforms.md); membobin Walmart+ da zirga-zirgar shaguna suna aiki tare, cika umarni ta shaguna na isar da rana ɗaya ga kusan 93% na iyalan Amurka; abokan cinikin kasuwanci na farko na Amurka a kayan abinci suna faɗaɗa zuwa waɗanda ba na abinci ba da talla. Tasirin dandali da kayan aikin masu siyarwa sun fi na Amazon rauni, zirga-zirgar halitta tana da iyaka, mai siyarwa na buƙatar kawo fa'idar farashi/zaɓin kaya da kansa.

Fulfilment & logistics

WFS (Walmart Fulfillment Services) na sarrafa kusan 45% na umarnin marketplace (Q4 FY25); cika umarni na duk hanyoyi na shago shi ne ɗakin ajiya (isar da rana ɗaya/ɗauka da kanka) shine babban bambanci; mai siyarwa kuma zai iya aikawa da kansa (ana buƙatar cika SLA na lokaci). Kuɗin jigila/ajiya bisa girma da tsawon lokaci (shafin Pricing na hukuma), Big & Bulky yana da ƙarin kuɗi.

Payments & settlement

Dandali na karɓar kuɗi gaba ɗaya, sulhu da dalar Amurka; mai siyarwa ya ɗaure asusun banki na Amurka ko mai biyan kuɗi na ɓangare na uku (Payoneer/WorldFirst da sauransu); tsawon lokacin sulhu bisa manufofin dandali (yawanci makonni); kuɗaɗe da talla ana cire su daga sulhun.

Compliance

Harajin siyarwa na Amurka dandali ne ya karba ko mai siyarwa ya yi rajista; samfura na buƙatar bin takaddun shaida na aminci CPSC/CPC da sauransu da manufofin hana siyarwa na Walmart; kayayyakin WFS na buƙatar bin ƙa'idojin marufi da kayayyaki masu haɗari; a 2025 an ƙaddamar da kayan aikin AI na masu siyarwa da sabbin ƙa'idodin haɗin shaguna (Retail Dive). Dandali ba ya bayyana GMV na Amurka da ribar sashen e-commerce, mai siyarwa na buƙatar kula da lafiyar asusun da kansa.

Key risks

1) Yanayin masu siyarwa yana da rauni: jita-jitar ficewar masu siyarwa da canjin shirin ƙarfafawa sun raunana labarin maye gurbin Amazon; 2) Girman 3P ya yi ƙasa da Amazon sosai (3P kusan 10% na GMV na e-commerce), bambancin wadatar kayayyaki da tsarin kayan aiki/talla/jigila a bayyane yake; 3) Bayanai ba su bayyana: ba a bayyana GMV na Amurka ba (~$15B ma'aunin 3P ne kawai, yana cin karo da girman da aka ɓoye na kashi ~7%); 4) Matsi na kuɗin cika umarni da isarwa da daidaita riba (ci gaba da saka hannun jari a isar da awa 1/rana ɗaya).

Best-fit sellers

Ya dace da masu siyarwa na ketare iyaka na matsakaici-manyan da ke da ɗakin ajiya a Amurka/ƙwarewar isarwa na gida, masu yin kayan abinci, kayan gida, kayan amfani na yau da kullun, kayan jarirai da tufafi, a matsayin hanyar ƙarin ƙarancin kuɗi a wajen Amazon; masu siyarwa na sarkar samar da kayan abinci suna da fa'idar halitta. Bai dace da sabbin kanana masu siyarwa marasa shirin cika umarni na Amurka, masu neman saurin ƙaruwa ba, da kuma alamu waɗanda suke buƙatar wadatattun kayan aikin masu siyarwa/yanayin talla ba.

Sources

research/sections/na_platforms.md; 各地区电商平台Top5深度研究报告.md 第2章; https://threecolts.university/blog/walmart-vs-amazon-seller-fees; https://docs.m2ecloud.com/docs/walmart-seller-fees-explained/; https://ecommerce-times.com/walmart-marketplaces-rumored-seller-exodus-is-rattling-its-amazon-alternative-pitch/; https://www.businesswire.com/news/home/20250219052528/en/Walmart-reports-strong-revenue-of-4.1-up-5.3-in-constant-currency-cc-with-operating-income-growing-faster-at-8.3-or-9.4-adjusted-cc

QA waɗanne yankuna Walmart ya shiga Top 5, kuma yaya aka jera shi?

Walmart ya bayyana a jerin Top-5 na yankuna 1: Arewacin Amurka.

Tsawon sanda = rabo da aka bayyana/kima (1 / 1 dandamali, daidai rabon)
Faɗaɗa: cikakken teburin bayanai na kowane yanki (GMV / kudaden shiga / rabo / girma / matsayi)
Yanki# GMV / kudaden shiga Rabo Girma Matsayi
Arewacin Amurka3FY25 jimlar kudaden shiga $681B (+5.1%)~7% US (Consumer Edge)Kasuwancin ecommerce na duniya +16%Omnichannel + ecommerce ecommerce #1 a cikin Amurka; Walmart + zama; WFS cika

QYaya matsayin gasa ya bambanta bisa yanki?

  • Arewacin Amurka(#3):Omnichannel + ecommerce ecommerce #1 a cikin Amurka; Walmart + zama; WFS cika

QIna wannan shaida ta fito?

Kowane adadi an ɗauke shi daga rahoton Top-5 da binciken majiyoyi na waccan yanki. Babu canji tsakanin yankuna ko sabbin kimar: