Amid the shift toward electrification of transportation, two retail giants, Walmart and Costco, have surprised everyone. Although many expected a full commitment to electric, the truth is that they are taking an unexpected path. The most surprising thing is that consumers are not only not complaining... they're delighted.
Walmart and Costco have decided to invest in something many thought was finished: gas stations. Yes, they're opening more gas stations. They're doing it with a very clear strategy, to strengthen customer loyalty and improve their position against competitors in an increasingly tight market.
More gasoline, more customers
Walmart has already confirmed the opening of more than 45 new gas stations in the United States. These aren't small pumps: they're designed to be integrated directly into the parking lots of their stores. This allows customers to fill up the tank and do their shopping in a single trip, something that's increasingly valued.
Costco, meanwhile, has chosen to extend the hours of their members-only stations. Now many remain open until 10 p.m., even after their stores close. This flexibility is being very well received by club members, who take advantage of the extra hours to refuel at their leisure.
Even the famous chain Dollar General is joining this trend, testing stations in the southern part of the country, reveals Unión Rayo. Although their model is still in the experimental phase, the message is clear: the future of retail also involves the pump.
A smart response to the current context
While tariffs on imported products and inflation affect sales, offering fuel becomes an added value. Walmart, for example, offers special discounts for Walmart+ users, who can save up to 10 cents per gallon. It's a move that eases the burden on customers' wallets and keeps traffic in their stores.
Costco is not far behind: approximately 12% of their revenue comes from gasoline sales. That's why they've decided to strengthen their energy strategy while others are betting long-term on electric. The reality is that there still aren't enough chargers, electric cars have limited range, and charging remains slow.
Some experts believe these gas stations could eventually become electric charging points. According to Manish Choudhary, director of SymphonyAI, these spaces are already ready to transform when the time comes. Meanwhile, filling up the tank remains the most practical option.
The message is clear: Walmart and Costco are not ignoring the future. They're just making sure they don't miss out on the present. Their customers, who can now fill up the cart and the tank at the same time, are grateful.