Walmart opens direct ocean freight from Vietnam, bypassing China and reshaping Q4 logistics.
The big-box giant just plugged Vietnam into its US cross-border freight network—first origin ports outside China; holiday season supply chains just got real.
Walmart adds Vietnam to its cross-border freight network
Walmart just flipped the switch on Vietnam‑to‑US full‑container shipments. As of August 13, 2025, sellers using Walmart Cross Border can now book ocean freight from Ho Chi Minh City and Hai Phong straight into U.S. Walmart Fulfillment Services hubs—marking the first origin ports added outside of China. That’s from a July 31 announcement highlighted by Max Garland on Supply Chain Dive.
Ecommerce operators are actively diversifying beyond China
China alone isn’t cutting it anymore. With higher tariffs and trade unpredictability, sellers have been scrambling for Plan B. Vietnam emerged as the go-to alternative—HP, Boot Barn, and others have already retooled sourcing to rely less on China. Walmart just gave that effort a direct line into its U.S. fulfillment belt.
And timing matters. Just two days ago, Trump extended the US–China tariff truce by 90 days, dodging a 145% tariff bomb—for now. But November 9 is your next landmine. Any serious operator should be hedging their Q4 strategy, and Vietnam is looking like the safer bet.
Walmart’s move aligns with the holiday season inventory race
Timing couldn’t be sharper. Sellers can now actually inbound inventory from Vietnam before peak holiday demand. Plus Walmart is dangling two juicy carrots:
- 🧯 No peak‑season storage fees from October 1 to December 31. Normally it’s $0.75/ft³ plus $1.50/ft³ for over‑30‑day storage. That surcharge is gone.
- 💸 30% off Multichannel Solutions through October 1—so you can fulfill via Walmart.com, Amazon, Shein, Temu, etc., via one pipeline.
Amazon’s logistics lead is getting squeezed
Walmart isn’t just doing logistics—they’re gunning for Amazon. AWS has Amazon Global Logistics moving direct from China to the U.S., U.K., and EU. Now Walmart has Vietnam too, plus Q4 incentives. This isn’t friendly competition. It’s a logistics land grab.
What ecommerce operators need to do now
- Faster, cheaper, smarter: Vietnam sourcing just got plug‑and‑play with Walmart’s infrastructure.
- Holiday-proofing: No late‑season storage fees = better margins, less anxiety.
- Omnichannel unlocked: One lane for multiple storefronts—streamlines fulfillment chaos.
- Strategy friction-free: Diversify supply chain without reinventing logistics.
Tariffs are volatile. China is risky. Walmart just made Vietnam supply chains practical—and profitable—for holiday season and beyond.
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