Any form of an Amazon Meal Kit service would have zero impact on Walmart's business. The study has already been completed. No impact. It's not even worth thinking about. In fact, it benefits Walmart for Amazon to sink money and effort into trying to make it work since there's no revenue stream past the honeymoon period - it's just an eventual money drain on Amazon.
Retail experts don't see much impact with the Amazon - Whole Foods deal, either. It's not like the regular Walmart food shopper is going to drop everything to run out to shop at Whole Foods now, or, start buying groceries on Amazon. Basically, our research says the normal Walmart grocery shopper might go to Whole Foods for specialty items like 'Veggie Cheese' or items they can't get at the Walmart. We already know that.
We'll probably see some more thrashing in the grocery arena in the next nine to fourteen months. We're prepared for it already. One thing is clear, though, the American consumer puts more emphasis on consistently lower prices than it does on 'being trendy'.
This is basic Economics 101.