Rivian Electric Van Spotted in Walmart+ Livery, Hinting at Potential Fleet Deal

A Rivian electric delivery van wrapped in Walmart+ branding has been spotted on a car hauler in Indiana, sparking speculation about a potential fleet deal between the two companies. The van is Rivian’s Commercial Van, with a distinctive tall body and red light bar, similar to the Amazon Prime vans. While neither company has announced a deal, the sighting suggests that Walmart may be considering Rivian as its next electric van supplier after its previous suppliers, Canoo and BrightDrop, ceased operations. Rivian has been struggling to land a major customer since its exclusivity deal with Amazon ended in 2023, and a deal with Walmart would be a significant boost to its van business. The timing of the sighting is also notable, as Rivian is set to report its Q3 2026 results on October 29. The van’s appearance on a car hauler with Walmart+ branding has sparked excitement among investors, with Rivian’s stock rising over 3% on the news. While it’s unclear whether the van is part of a pilot program or a larger fleet order, the sighting suggests that Rivian may be poised to land a major customer in the near future.