Walmart's EV charging network hits 100 stations in two years

Walmart has built 100 fast-charging stations across 20 states in less than two years, starting from zero. The chain is using its real estate density and foot traffic to compete in vehicle electrification. By embedding chargers into shopping destinations rather than building standalone stations, Walmart captures customers who charge while shopping—a structural advantage against Tesla's Supercharger network and oil companies entering EV charging. Logistics and mobility infrastructure, not automotive manufacturing, appear to be the deciding factor in EV adoption.