

We're happy to serve people however they wanna be served. Customers these days shop in kind of an all-of-the-above way. They use stores, they use pick up, they use delivery.
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Today, we still have more than 300,000 U.S. associates who were with us since 2015 and are now leading teams, running stores and clubs, and continuing to grow their careers. Their stories are a reminder that when people are given opportunity, they make the most of it - and a culture of opportunity creates a cycle where happy associates lead to happy customers and members, and vice versa.
One of the biggest areas of change in the last decade is related to associates that work in our stores, picking orders for delivery and pickup for our customers. And we have something north of 200,000 people doing that job, and yet we have about the same (total) number of people working in Walmart U.S.
Volunteer for something extra, volunteer for something hard. One of the reasons that I got the opportunities that I got was that I would raise my hand when my boss was out of town and he or she was visiting stores or something, and someone needed to pinch hit and go to a meeting, I would go, and if I knew the answer to the question that came up, I'd share it, if I didn't, I'd say, "I don't know, but I'll find out fast and get back to you." I then put myself in an environment where I became a low risk promotion because people had already seen me do the job.
The stores are an asset, and they have a great assortment in them and they're close to people. Being within 10 miles of 90% of America is a huge advantage, especially with fresh food at a good price. But we must also, if you think long-term and you think about what the company wants to accomplish, you must have a big and important first-party e-commerce business, and you must have a marketplace, and the things that go along with the marketplace.
I think that people that shop Walmart frequently and love the brand the most find it very natural to come to us first for e-commerce. But for others that may shop around or not have chosen to shop at Walmart in the past, you get what you earn, and our opportunity to earn their business starts with winning their grocery and consumables basket.
We hope that our associates over time can do more delivery from their way home from stores. We keep trying to figure that out given the realities and the rules associated with that.
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