- Walmart (NASDAQ:WMT) and Google are integrating Walmart and Sam’s Club products into Google’s (NASDAQ:GOOG) Gemini AI, allowing shoppers to discover and purchase items directly through conversational interactions
- Linked customer accounts enable personalized recommendations, streamlined checkout, and member benefits from Walmart+ and Sam’s Club
- The service promises fast fulfillment, with many locally stocked items deliverable in under three hours and as quickly as 30 minutes, launching first in the U.S. before expanding internationally
- Walmart stock (NASDAQ:WMT) opened trading at US$117.50, and Google owner Alphabet stock (NASDAQ:GOOG) opened trading at US$326.50
Walmart (NASDAQ:WMT) and Google (NASDAQ:GOOG) have outlined a new partnership that will bring Walmart and Sam’s Club products directly into Google’s AI assistant, Gemini, marking another step in both companies’ efforts to adapt to evolving consumer shopping habits.
The initiative, which uses Google’s new Universal Commerce Protocol (UCP), aims to make product discovery and purchasing more seamless by embedding retail capabilities inside everyday AI conversations.
The joint announcement was made at the National Retail Federation’s annual Big Show in New York, where executives from both companies described the collaboration as part of a broader shift toward “agent‑led commerce.”
How the integration works
Under the new system, Gemini will automatically surface relevant Walmart and Sam’s Club products when users ask about a need or activity. For example, a question about spring camping gear may prompt the AI to display items drawn from Walmart’s online and in‑store inventory. Because conversations with Gemini are iterative, the AI can refine recommendations as users provide more details.
The platform is built to reduce the friction between browsing and purchasing. When customers link their Walmart or Sam’s Club accounts, Gemini can suggest complementary items based on past shopping behaviour, merge new selections with existing online carts, and apply benefits from Walmart+ or Sam’s Club memberships.
Delivery and fulfillment
The companies say the system will allow customers to receive locally stocked items in under three hours, with some deliveries promised in as little as 30 minutes. This fast‑fulfillment component is a core part of the collaboration, highlighting Walmart’s significant investment in last‑mile logistics. The rollout is planned to begin in the United States before expanding internationally.
Industry context and competitive landscape
The partnership is the latest example of major retailers embedding shopping capabilities into AI assistants. In recent months, Walmart has formed similar agreements with OpenAI’s ChatGPT and has continued developing its own AI tools, including its in‑app assistant, Sparky. Other companies such as Shopify and Wayfair are also participating in Google’s UCP standard, which is designed to let businesses plug into AI assistants without building one‑off integrations.
Both Google and Walmart framed the collaboration as a response to changing consumer expectations—particularly as more shoppers begin their product searches inside conversational AI tools rather than traditional websites or apps. While the companies highlighted the promise of more intuitive shopping, they did not disclose financial terms or specific launch dates beyond the U.S.‑first rollout plan.
A step in an ongoing shift
Though early in deployment, the Gemini integration represents a growing evolution in digital retail, where recommendations, discovery, and checkout increasingly happen within a single AI‑driven interaction. As both companies continue adapting to rapid shifts in e‑commerce and consumer behavior, the partnership signals how AI‑based commerce may reshape traditional shopping channels in the years ahead.
Leadership insights
“AI can improve every step of the consumer journey, from discovery to delivery. Walmart is an innovator in retail, and we are excited to partner with them on a new open standard to make agentic commerce a reality,” Sundar Pichai, CEO of Google and Alphabet said in a news release. “Customers will soon be able to experience everything they love about Walmart directly in the Gemini app.”
About Walmart and Alphabet
Walmart Inc. operates retail and wholesale stores and clubs, eCommerce websites, and mobile applications worldwide.
Google’s owner, Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments.
Walmart stock (NASDAQ:WMT) opened trading nearly 3 per cent higher at US$117.50 and has risen 27 per cent since this time last year.
Alphabet stock (NASDAQ:GOOG) opened trading half a per cent lower at US$326.50 but has risen 70 per cent since January 2025.
Join the discussion: Find out what the Bullboards are saying about Walmart and Google, then check out Stockhouse’s stock forums and message boards.
Stockhouse does not provide investment advice or recommendations. All investment decisions should be made based on your own research and consultation with a registered investment professional. The issuer is solely responsible for the accuracy of the information contained herein. For full disclaimer information, please click here.