Judith McKenna: If we’re talking about e-commerce and Marketplace, it would be particularly be remiss of me not to talk about Flipkart and the growth that we’ve seen there. We were there as well recently. And that business is just continuing to go from strength-to-strength. It’s consistently performed in line with our expectations over the last few years. I’m really pleased to see the positive contribution margins continue and then their business mix is really quite healthy. So seeing strength in hardlines, particularly across mobile and electronics as well. The scaling of their ecosystem is also helping contribute not only to the overall business, but also to their advertising revenues well. So interesting, coming back to this theme of quality and convenience to people, they recently launched in their Cleartrip business, luxury packages of holidays in India, which are going incredibly well as well.
Myntra, which is the largest fashion online retailer in India as John David mentioned as well, they’ve just launched a MyFashionGPT capability as well, which is quite incredible. And I used it this morning. I put in, what to wear to go to the airport? And they gave me, to England, to the airport. And they gave me, Black T-shirt, black leggings, a jacket and sunglasses, which I think was rather optimistic using the sunglasses for England. But it shows you the power of what I think gen AIs can do in the future. And it’s really coming to life in India. It’s just a great business, and be proud to be able to be associated with it for the last five years.
Operator: Our next question is from the line of Edward Yruma with Piper Sandler. Please proceed with your question
Edward Yruma: Hi, good morning. Thanks for taking the question. You guys have done a lot to enhance the accessibility at Walmart+. You’ve added a ton of new features. I guess, as you sit back and assess the success of the program, kind of what’s turned the dial the most? And then in terms of the data you’re able to now collect, where have you been able to kind of pivot and change the flow of business based on some of the stuff that you’re collecting from these Walmart+ customers? Thanks.
Doug McMillon: Hi, Edward. Certainly, we want to have a digital relationship with as many customers as possible, pleased with the growth overall. And as we’ve talked about before, Plus is an important part of the offer we have. I would pull the reason back that Plus has had more success to the very core of the offer. The offer was established to limit the number of deliveries people get without having a charge on those deliveries from both the fulfillment centers and the stores. We launched this in 2020, certainly had issues at that point with availability. And we’ve had inventory imbalances. But in the last year or so, the focus continues to be and improvements have been in the core, where we measure every week something we call perfect order.
The stores are very focused on what we call the first-time pick rate, which is picking the order the first time they look for it. And then another thing that we do very intentionally is measure what percent of the order was delivered before there were any substitution. So what customers are looking for is exactly what they ordered at the time that they expected it to be delivered. And that’s the way we hold ourselves accountable. Certainly, the other benefits are helpful. There are different features that people are using. And it is important to have a variety of benefits. But the core of the offer is the most important thing that we have to execute going forward.
Operator: Our next question is from the line of Seth Sigman with Barclays. Please proceed with your question.
