Walmart's digital business exploded 27% in Q3, driven by store-fulfilled delivery, marketplace expansion, and aggressive investments in digital infrastructure. The company spent $18.6 billion on capital expenditures this year, much aimed at logistics and technology supporting same-day delivery and pickup. CFO John David Rainey emphasized "enhancing the digital customer experience" during the earnings call. Costco's e-commerce grew 13.6% in F4, solid but far slower than Walmart's pace.