Walmart, Labubus and luxury fashion collide in bold new holiday ad

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Walmart kicked off its holiday push this week with a whimsical TV spot that drops viewers into a Dr. Seuss–style town named WhoKnewVille. The ad mixes humor and holiday stress, then reveals Walmart as a one-stop solution for gifts, deals and fast delivery—aiming to change how shoppers view the retail giant this season.

What the WhoKnewVille ad shows and why it matters

The commercial opens with frantic holiday shoppers in a quirky village. A child named Mindy Lou wishes everyone could easily find the gifts they want. A falling star delivers a phone-like device filled with brand logos and product names.

  • Brands shown include Tonies, Nespresso and Apple.
  • Fashion and beauty labels featured: Michael Kors, E.l.f., Glossier, Kate Spade.
  • One fictional product mentioned, Labubu, is available only on the online marketplace.

The spot builds on Walmart’s prior “Who Knew” creative and signals a push to be seen as more than a low-price retailer. At the same time, the ad reassures shoppers that value is still central to the offer.

Where the campaign will run and how Walmart plans to reach shoppers

Beyond the Sunday Night Football debut, Walmart’s holiday push is rolling out across many channels. The goal is to meet shoppers everywhere they look.

  • YouTube and social video placements
  • Paid and organic social media
  • E-commerce pages and onsite merchandising
  • Influencer tie-ins and partnerships
  • Traditional TV and streaming buys

Walmart’s marketing team says the creative arc tracks customer concerns as the season unfolds. Early messaging centers on inspiration. Later creative will emphasize deals and rapid delivery options.

Marketplace expansion and product mix shaping perception

Walmart has broadened its assortment in stores and online. The company’s marketplace now lists what it says is half a billion items. That breadth allows advertising to spotlight both first-party essentials and third-party specialty goods.

Labubu, mentioned in the spot, underscores the point: some items shown aren’t on shelves but live only in the marketplace. The campaign intentionally blends those offers to show shoppers the full range.

How assortment and services are highlighted

  • First-party staples alongside curated premium brands
  • Membership perks through Walmart+
  • Same-day and express delivery options

Targeting wealthier customers while keeping value front and center

Walmart’s creative and product choices reflect a balancing act. The retailer wants to attract higher-income buyers by showcasing premium brands. At the same time, it continues to promote low prices and holiday-friendly deals.

Company leaders describe this as expanding who thinks of Walmart as a destination for a range of needs. Executives say the message is: upscale choices are available, but you won’t lose the savings customers expect.

How the campaign ties to shipping, membership and seasonal offers

Walmart plans to align messaging with the holiday calendar.

  1. Early season: inspiration and gift ideas
  2. Black Friday window: heavy focus on deals and rollback pricing
  3. Late season: fast delivery and same-day options for last-minute shopping

Marketing leaders note shoppers care about price, but they also value convenience and speed. That’s why the ad routine stresses both bargain events and logistics capabilities like same-day delivery.

Evidence of shifting customer perceptions and behavior

Internal surveys indicate the “Who Knew” work has moved consumer views on several fronts. Respondents report a stronger sense that Walmart offers quick delivery, a wider selection and improved product quality.

The company says these shifts are translating into action. Metrics showing increased adoption include:

  • More customers signing up for Walmart+
  • Greater use of express and same-day delivery
  • Higher purchases from the longer-tail marketplace assortment

Analysts weigh in: omnichannel shoppers drive value

Retail consultants point to a long-standing dynamic: customers who shop both online and in store tend to deliver better lifetime value. Engaging shoppers across channels deepens loyalty and lifts baskets.

One former buyer and retail consultant explained that the campaign encourages people to discover items they might otherwise miss. That discovery can spur purchases and strengthen relationships with the brand.

Promotions to watch: price points, Thanksgiving meals and thousands under $20

Walmart’s holiday playbook includes aggressive pricing and curated bundles. For example, the company will promote a Thanksgiving meal kit designed to feed 10 people for under $40. It also plans to feature thousands of items priced below $20.

Executives say rollbacks are arriving faster this year. They expect shoppers to hunt harder for deals as the season approaches and will spotlight merchant work to bring quality assortments at affordable prices.

Strategic tension: juggling value messaging with premium appeal

The central challenge for Walmart is clear. The retailer must remind long-time customers that value still rules. At the same time, it needs to persuade new, higher-income shoppers to explore its expanded offerings.

Marketing will need to thread both narratives through the season: low-cost, family-friendly solutions alongside aspirational brands and fast services. The creative in WhoKnewVille is the first act of that approach, with more tactical activations expected as holidays near.

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