$Wal-Mart(WMT)$ $Amazon.com(AMZN)$ 🌡️💊🚪 Walmart vs Amazon: Pharmacy Wars Heat Up 🚪💊🌡️
🩺 Walmart just lobbed a direct shot at Amazon’s healthcare ambitions. Starting today, refrigerated prescriptions, including insulin and weight-loss blockbuster Ozempic, will be delivered straight to customers’ doors in under 30 minutes. The rollout spans 49 states and covers roughly 90% of all prescriptions, making this Walmart’s boldest healthcare expansion yet.
📊 On the charts:
• $AMZN 4H is sliding toward $228 support with Keltner and Bollinger compression signaling volatility ahead. The last rejection near $241 suggests bears remain in control.
• $WMT 4H has been basing above $102, with buyers defending the EMA cluster. A push through $105 would re-ignite momentum after the recent pullback.
🔍 Strategic lens:
This isn’t just about convenience. Prescriptions are sticky, recurring revenue—exactly what Walmart wants to layer on top of its retail empire. Amazon disrupted pharmacy with PillPack and PrimeRx, but Walmart is leaning on its physical footprint and logistics edge to fight back. If Walmart captures even a fraction of Amazon’s healthcare TAM, the margin mix could shift meaningfully.
⚖️ Historical note:
Pharmacy wars echo the “delivery wars” of the 2010s when AmazonFresh, Walmart Grocery, and Instacart battled for dominance. In both cases, the victor isn’t just selling goods—they’re capturing the customer relationship and the recurring order flow.
👉❓Key question: Can Walmart sustain this edge long enough to dent Amazon’s healthcare moat, or will AMZN’s ecosystem eventually absorb the shock?
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- Kiwi Tigress·09-23TOPI’m actually hyped seeing WMT move prescriptions like this cause it hits where AMZN’s been trying to win. 30 min insulin delivery isn’t just convenience, it’s loyalty locked in. If they push past 105, it’s game on for retail healthcare dominance2Report
- Hen Solo·09-23TOP💊Capturing insulin and Ozempic delivery in 30 minutes isn’t just speed, it’s tapping into chronic care demand. WMT above 102 feels like a base building while AMZN failing at 241 shows the market already sorting the stronger operator in healthcare.1Report
- Cool Cat Winston·09-23TOP🩺I like how you tied Walmart’s prescription move to recurring revenue because that’s the sticky part of the business. If WMT can hold above 102 and push through 105, it really sets up a different earnings profile compared to AMZN at 228.4Report
- Tui Jude·09-23TOP📦The pharmacy delivery reminds me of when AMZN leaned into logistics with Fresh. What strikes me is how WMT’s chart resilience near support could reflect investor confidence in this new healthcare layer. It’s a smart defensive angle against AMZN’s broader ecosystem.3Report
- Valerie Archibald·09-23If this is down because of the H1b news, it’s a buying opportunity. It’s not like Amazon runs on that lol.LikeReport
- Mortimer Arthur·09-23The Netflix deal alone should take this to ATHs. Amazon is the only undervalued tech giant right now.LikeReport