The most current numbers aren't
that current, but they do point to the success of Walmart Pay in the US.
https://www.pymnts.com/mobile-wallet-adoption-statistics/
I have seen that report as well, but it is based on a survey of 2,000 users and as others have said, I am not completely convinced it is an accurate representation for several reasons. First, it is about a year old, and in that time many more retailers have begun to support NFC pay, which helps encourage people to try Apple Pay and the other NFC Pay solutions. Second, it does not pass the sniff test. Setting up Walmart Pay requires a fair amount of effort (more than Apple Pay, Google Pay and/or Samsung.) One has to download their app, create an account, add credit cards and other information. Unless one is a regular Walmart shopper, it does not seem likely that casual users will go through the trouble. People do not even go through trouble of getting rewards cards at grocery stores that take almost no work to enable.
The report you site, says that 5.9% of Walmart users used Walmart pay once over the previous month. I have observed people checking out at Walmart while waiting for friends to shop for several camping trips over the last two years. I think I have seen two people of hundreds use it. My sample is clear not a representative cross sample of all Walmart, but a random sample from about 7 different Walmarts in 4 different states (California, Illinois, Michigan, and Wisconsin).
To me, it seems Walmart figures they can go it alone without the other NFC based pays.
This is clearly their position.
Walmart has 270 million weekly customers.
Walmart has an average of 270 million customer transactions a week, not 270 million customers a week. Very big difference.
A lack of Apple/Android Pay doesn't affect those numbers.
Maybe or maybe not. Lack of Apple Pay certainly makes me and my family less likely to shop there. It may not be crippling, but over the long term, if they do not attract newer, younger, digital native customers, it is a problem for them.
Walmart pay is great for those who are regular Walmart customers, but it it does nothing to gain new customers, and actually makes it less likely that they will shop there. It takes a great deal of effort to set up, but since one knows there are gains if one does it, one feels ripped off if one doesn't do it. Unlike the grocery store savings where the clerk just scans the store card, there is nothing similar for Walmart pay.
The questions that Walmart has probably asked and answered are "Do we gain more by going with our solution and keeping all the data that helps us maximize customer engagement and profitability?" or "Do we gain more by adding the other NFC based Pays to our offerings... but lose the customer data associated with those Pays?" If they asked those questions, the answers probably came up as Yes and No respectively.
You may be right that those were the questions they asked, but they are false choices. Walgreens supports Apple Pay, and integrates the Walgreens card into Apple Wallet. They get just as much customer data as Walmart, without taking any of the risk for maintaining the credit card data. If they were mostly concerned about the data, they would make it easy for me to use it without needing to trust them with my card information. As was mentioned, I expect that their plan is to eventually offer people discounts if they link a bank account and use it to pay.
Short answer: til their numbers change, I don't think they don't need any of the NFC Pays. They're doing just fine going it alone. Most companies can't.
Their biggest risk is that digital natives do not consider them, and by they time they realize it, they need to fight to pull them into their stores, vs. already have them as customers and only need to get them to increase their shopping.