Inside Walmart’s new identity—and what it means for the world’s largest retailer

For highly visible brands, a refreshed identity can signal something deeper, and truly significant. For Walmart, de-emphasizing the name in favor of a more streamlined and contemporary look reinforces the retailer’s ongoing evolution from physical shopping destination to a universal source for all things—a brick-and-mortar-plus-digital powerhouse that goes head-to-head against competitors such as Amazon.

It’s been entertaining to catch up on the social buzz around the launch of Walmart’s new identity. From the haters to a bit of teasing from competitors like Aldi, it’s certainly grabbing attention!

Having been involved in many large rebranding programs over my career—and being acquainted with the team that did the identity that is the basis of this update—it’s interesting to look at the “before” and “after” and think about what it means for the company going forward. The team at Walmart is framing the new identity as a big launch. I’m inclined to agree.

Change can be consequential, in a good way

The last change to the Walmart brand—the launch of the sunburst logo and a fresh look roughly 20 years ago—was a huge change for the company. In a time when everything around us seems instant, the scale of refreshing a brand like Walmart is noteworthy. Just getting the 80,000 trailers repainted probably took years!

That rebrand recast Walmart’s image, moving it from stodgy shopping experience to a much more vibrant (even fun) expression. That was a big shift, and proved to be a key driver of massive growth over the past two decades. It showed the power of a new identity to reach new audiences and expand the scope of the business.

This time, the rebrand reflects Walmart’s pivot to digital

With this new refresh, something not being discussed much is the new symbol, which no longer has  the word Walmart locked up to it, on applications such as walmart.com. On the surface it seems subtle, but there’s real meaning behind it.

The beauty of moving away from the name is multifaceted. From an identity standpoint, the company is laying claim to its symbol and creating a shorthand for its brand promise. Only a lucky few can achieve this: Mastercard, with its two-circles-only logo, Apple and Nike spring to mind. The ability to de-emphasize, or even delete, the name is a fantastic opportunity that only the most recognized brands can claim. A simpler, more streamlined visual identity performs better in the digital environment across devices and experiences, reflecting the way today’s consumers prefer to engage.

It’s not just about retail sales anymore

I see another major benefit that’s not being talked about at all. Retail media! The rise of retail media is quietly reshaping the e-commerce landscape, and this relatively new space is worth billions to Walmart beyond product sales. Forecasts by the end of 2026 for Walmart’s retail media network exceed $6 billion in ad sale revenue. Walmart’s new brand identity is key to success in this high-growth, highly competitive market.

In retail media, advertisers buy ad placement on e-commerce sites and other high-traffic channels—and in the case of Walmart, even in-store. From Walmart’s perspective, the strategy and refreshed identity clearly play to its advantage. By de-emphasizing the Walmart name and raising the profile of advertisers, Walmart becomes a prime (pun intended!) destination for consumers to discover products and services. Creating a neutral e-commerce identity helps drive both ad spending and retail sales—an enormous revenue opportunity.

Unpacking Walmart’s new identity reveals that it’s about much more than putting on a fresh new face. What might feel like a subtle change in design reflects big, strategic moves that will drive exponential growth and opportunity for the company as it continues its dominance as the world’s largest retailer.

A year of achievement, a future of promise

A letter from Hampton Bridwell, CEO

As the team here at Tenet closes out 2024, we’ve received another mark of recognition as one of Chief Marketer’s 2025 Top Agencies of the Year, a listing of the industry’s most innovative marketing agencies. It’s further confirmation that our longstanding focus on brand innovation continues to be the right strategy.

Looking forward to 2025, I’m excited by the direction our industry is taking. AI is driving massive change in the advertising and marketing space, as evidenced by the impending merger of two major sales and marketing holding companies: Omnicom Group and IPG. The combined enterprise is looking to scale up its use of AI and data analytics to inform and execute marketing—a huge force for change that will ripple upstream and influence how brands are built and managed.

This is far from new territory for Tenet Partners. We’ve been at the forefront of the AI trend for more than five years with our data science practice, and are expanding AI use in our workflows and areas such as foresighting and inspiration. At the same time, we recognize the enormous value of human knowledge, insight, expertise, creativity and strategic thinking. AI promises to further empower us and our clients, but essential work such as strategy, messaging, key campaign elements and content will still flow from our most valuable resource: the skilled and experienced professionals who make up our team.

As I look back on 2024, I’m struck by all we’ve accomplished. The recognition by Chief Marketer is just the latest in a long and growing string of awards and acknowledgements.

This year alone, we’ve won six Rebrand awards and three Transform awards spanning everything from enterprise rebranding to creative strategy, brand architecture, and internal communications. We’ve also maintained our ranking as a Top 5 Branding Agency on Clutch, and as I write this we’re holding the #1 spot in the branding category Leaders quadrant. And to round it out, we’ve once again been recognized by Gartner in their annual buyer’s guide for brand consultancies.

But of far greater importance than accolades is the stellar work the Tenet team has done for our clients—a list that includes some of the world’s greatest brands. In 2024 alone, we’ve taken on major initiatives for organizations such as The Smithsonian, Dow, Bluetooth, Hearst Health, Canon Medical, The Bancorp—the fintech innovator that issues PayPal and Venmo Mastercards—and more.

I am both deeply impressed by and proud of our team. Tenet’s ongoing success—and promising trajectory for 2025—is powerful testament to their dedication and ability. It’s giving me great confidence as we all look forward to what the coming year may bring.

Hampton Bridwell
Managing Partner and CEO

The aerospace brand challenge: Competing with Silicon Valley’s disruptive influence

The aerospace industry, long dominated by established players with proprietary systems, is facing an unprecedented shift. New entrants from Silicon Valley are rewriting the rules of the game, leveraging open architectures and open-source models to drive innovation and disrupt traditional aerospace brands. This transformation isn’t just technological—it’s existential, forcing aerospace brands to rethink how they operate and differentiate themselves in an increasingly open and collaborative environment.

Historically, aerospace companies have thrived on proprietary technologies, creating “black box” systems that ensured ongoing revenue streams through long-term contracts and locked-in customers. However, much like the tech industry in the 1990s, when companies like IBM were forced to adapt to the rise of open-source software, aerospace brands must now contend with a similar wave of disruption. Silicon Valley firms are bringing a fresh mindset, using open-source principles to outpace traditional competitors in speed, flexibility and cost-efficiency.

Take Anduril, a startup from California that has already secured significant defense contracts. By combining open architectures with cutting-edge AI, Anduril has positioned itself not just as a technology provider, but as a mission-critical partner by embracing open architectures. This approach mirrors the rise of open-source software in enterprise IT, where open systems allowed new players to innovate faster and more effectively than incumbents.

For legacy aerospace brands, the implications are clear: the days of relying solely on proprietary systems to generate value are numbered. The future lies in open ecosystems, where collaboration and flexibility drive competitive advantage. This means evolving business models to focus on services, partnerships and integration, while still leveraging legacy strengths.

Brands that resist this shift in both organizational culture and business model design face the risk of becoming obsolete, outpaced by faster, more agile competitors. Aerospace companies must learn from past disruptions, applying foresight to understand how the future will demand new ways of thinking and operating. By embracing new positioning to reframe attributes that underpin their business strategy and brand personality, they can stay relevant in an industry increasingly defined by innovation and collaboration.

The challenge is not just surviving this wave of disruption but thriving in it. Brands that successfully navigate the transition will be those that redefine what it means to be a leader in aerospace, much like Silicon Valley companies have done in technology.

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