Walmart has the Microsoft Office problem. Anything that canabalizes physical store revenue is going to have to fight beauracratic headwinds. So while Walmart o

Walmart has the Microsoft Office problem. Anything that canabalizes physical store revenue is going to have to fight beauracratic headwinds. So while Walmart online may be necessary (in the same way Office 365 / on iOS & Android was), I don't have much faith on their being able to organizationally get there in a timely manner with sufficient resources. Far more companies seem to recognize changing marketplaces and then botch business transitions by not being aggressive enough vs simply missing the changing marketplace signals.