Americans like to shop. For a lot of consumers, the act of browsing and filling a digital or physical cart isn't a point of friction but a way of life — just ask Costco influencers. But in the event that more people delegate their shopping to AI agents, Walmart, and its open embrace of AI partnerships, stands to win. That's the takeaway in a new note by Bank of America analysts led by Christopher Nardone, published Monday. They cite Walmart's integration with multiple AI ecosystems; the development of the retailer's own shopping assistant named "Sparky"; and its partnerships with other agents, including Meta's Muse, as reasons for Walmart's solid positioning.
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