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Google Loses Walmart As "Commerce Search" Intensifies

Google loses Walmart on Shopping Actions and Google Express, a related delivery service. That means Walmart wants to build those capabilities in-house over expecting Google to deliver them. For Google, it is really bad as by losing Walmart, the chance of challenging Amazon on ecomemrce fades. Amazon has been expanding capabilities in Google territories as it ramps up its "commerce search" business.

Walmart Inc. has quietly withdrawn from one of Google’s marquee efforts to challenge Amazon.com Inc. in e-commerce.

Walmart removed its products from Google’s Shopping Actions service, the internet giant said on Thursday. The retailer also recently dropped out of Google Express, a related delivery service.

In March, Google unveiled Shopping Actions, which lets consumers more easily buy goods from retailers through the company’s search engine, digital assistant and Express delivery. The service launched with Walmart and Target Corp. as flagship partners, an alliance that showed the retail stalwarts attempting to curb Amazon’s expansion. Google takes a commission on sales from partners.

Losing Walmart, the world’s largest retailer, is a blow for Google. Walmart has emerged as one of Amazon’s main e-commerce competitors. The Bentonville, Arkansas-based company is making a major push to hire tech talent, expand its own delivery service and use its network of physical stores to lure new customers online.