That's a bit of a different topic. There's the type of generic/private label stuff you mentioned, which both Amazon and Walmart do. Amazon originally had a maj

That's a bit of a different topic. There's the type of generic/private label stuff you mentioned, which both Amazon and Walmart do. Amazon originally had a major competitive advantage here in that they could leverage insights from their own sales and third party sellers in order to inform decisions for AmazonBasics (and their other private label brands). But Walmart also introduced third-party sellers to their ecommerce platform. Amazon's sheer volume of third party sales still gives them a leg up over Walmart in this area, but the type of risk-free consumer intelligence Amazon gets from third-party sales data is no longer something only they have. Then there's retailer-specific SKUs of branded products, which is what I was referring to before. Amazon does this as well, but they take a fundamentally different approach to it that doesn't really impact the effectiveness of Walmart's approach. Amazon-specific SKU variants will likely have the "same" product as the standard SKU, but have unique packaging that's optimized for shipping. Walmart-specific SKU variants are optimized to sell the greatest volume possible while being considered "good enough" by consumers, and usually result in actual product changes in order to meet the price point, reliability, and feature set Walmart deems necessary to do so. Because they have different optimization functions in their approach to retailer-specific SKUs of branded products, Walmart's approach is likely to continue working for Walmart, at least for their B&M sales. They'll start to have some of the same optimization concerns as Amazon as their ecommerce sales grow, but will be able to benefit from all the experience manufacturers and packaging companies are currently gaining from their current work with Amazon.