June 10, 20261 hr 6 min
Cyber 5 / Next Commerce News May 2026
In this episode
Episodes
63
Latest episode
Jun 2026
Language
EN
About the show
Commerce is constantly changing. As first movers, we recognize that responding strategically to change means knowing what truly matters… and how to act on it. But trying to stay up to date on every retail, eCommerce, omnichannel and AI headline on top of your day job can be overwhelming. Join us each month as we cut through the market noise to surface the commerce signals that matter most for CPG leaders.
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May 4, 202650 min
Cyber 5 / Next Commerce News May 2026
In this episode:
April 13, 202654 min
Cyber 5 / Next Commerce News April 2026
In this episode:OpenAI's first pass at agentic shopping proved the idea is real but the workflow is still brittle.Project Kobe points to Amazon's next retail act: blending big-box physicalretail, fulfillment, warehouse automation, and AI. Walmart and Target Want to Be Your AIShopping Buddy.Consumer sentiment fell to a three-month low in March, with the Universityof Michigan index hitting 53.3 as war-driven energy prices and inflation fearshit confidence broadly across incomelevels and age groups.Retail sales rose 0.6% month-over-monthin February, the largest monthly gain inseven months, led by motor vehicles,department stores, and apparel. Unilever's food carve-out and merger with McCormick creates a combinedentity valued at roughly $65 billion, anchored by brands like Hellmann'sand French's, and structured as a Reverse Morris Trust for tax efficiency.Supermetrics found that only 17% of retail, e-commerce, and CPGmarketers use AI for campaign optimization, the lowest adoption of any AIuse case, despite 70% naming spend optimization as a top priority.Circana's latest read shows private label has become structural, notcyclical, reaching $330 billion in U.S. CPG sales with a 24% unit share.
March 9, 20261 hr 2 min
Cyber 5 / Next Commerce News / March 2026
In this episode: For the first time in 13 years, Walmart has lost the #1 revenue crown. Amazon posted $716.9B in FY2025 revenue versus Walmart's $713.2B — a $3.7B gap driven by AWS and relentless e-commerce growth.Walmart's Q4 tells the other side of thestory: $190.7B in revenue, operatingincome up 26%, and e-commerce up 27%.At CAGNY 2026, a clear divide emerged across the CPG industry. AI-nativeoperators like P&G, Coca-Cola, Conagra, and Colgate-Palmolive areacceleratingTariffs are reaching shelves. Import prices are up 6.8%, domestic up 4.8%,and retailers from Walmart to Levi's to Columbia are confirming priceincreases are coming or already in effect.NIQ's latest data shows most Americans have not used AI tools for shopping decisions despite significant retailer and brand investment.Target delivered a strong quarter under new CEO Michael Fiddelke: Q4 EPSof $2.44 versus the $2.16 consensus, beating estimates in his first earnings report.Forrester projects US e-commerce will reach $1.8 trillion by 2030,composing 29% of all retail sales.
February 9, 20261 hr 1 min
Cyber 5 / Next Commerce News / February 2026
In this episode: • Amazon shuts down palm-payment system and doubles down on online grocery and Whole Foods expansion• Retail media shifts into ROI and accountability era with AI-powered measurement and targeting• Walmart and Google partner to embed Gemini AI directly into Walmart and Sam’s Club shopping• Kroger scales back Ocado automation deal and closes robotic warehouses• GLP-1 adoption reshapes food demand toward high-protein, nutrient-dense products• Private label sales jump 30% in five years and grow nearly 3× faster than national brands
January 12, 202653 min
Cyber 5 / Next Commerce News / January 2026
In today’s episode:• Global online sales reach $1.3T as AI agents drive 20% of retail revenue• DoorDash brings ChatGPT-powered recipe-to-grocery ordering• Amazon launches browser-based Alexa+ shopping and planning hub• TikTok Shop captures one-fifth of social commerce market• Albertsons turns display ads into instant shoppable carts• Walmart expands drone delivery to new U.S. cities• Instacart ends personalized pricing tests after shopper backlash
December 8, 202557 min
Cyber Monday - Next Commerce News / December 2025
In this episode:Cyber Week 2025 is on track to smash recordsOnline grocery sales hit US$11.6B in October, setting a new recordTarget launches an AI holiday gift finder to streamline gift shoppingTarget rolls out a ChatGPT-based shopping app that lets users build full cartsTarget introduces “List Scanner” to turn handwritten notes into digital cartsChatGPT launches “Shopping Research,” a new AI-powered way to compare productsWalmart tests ads in its new AI shopping assistant, SparkyAmazon rolls out Amazon Bazaar to 14 new marketsGoogle rolls out new AI shopping tools for the holidaysYoung shoppers lean on AI to cut Thanksgiving grocery costsDigital shoppers lean on product content and generative AI to guide buyingDoorDash and Family Dollar partner for same-day deliveryUber expands robotic delivery through a new global partnershipPayPal expands checkout into Perplexity’s AI-powered shopping experienceGrocers go niche with private-label specialtiesAlibaba beats quarterly revenue estimates on strong instant retail and AI push
November 10, 202550 min
Cyber Monday - Next Commerce News / November 2025
In this episode:Walmart captures 21% of U.S. grocery spendingWalmart launches AI tools to enhance in-store shoppingWalmart and OpenAI partner to enable purchases via ChatGPTAmazon’s “Help Me Decide” AI tool simplifies product choicePinterest rolls out AI-driven boards to become a personal shopping assistantPayPal reports how AI is reshaping holiday shoppingConsumers increasingly move beyond search engines for discoveryRetailers enter a generative AI feedback loopConsumers embrace AI for research but hesitate on autonomous purchasesAmazon unveils agentic AI and smart glasses to supercharge the supply chainKroger deepens its partnership with Uber Eats through app integrationKroger and Sprouts pilot Instacart’s AI-powered Cart AssistantTarget cuts 1,800 corporate jobs as part of a major restructureAmazon plans to cut 14,000 jobs to stay “nimble”Amazon and OpenAI ink a $38B cloud services partnership
October 14, 2025Episode 959 min
Cyber Monday - Next Commerce News / October 2025
In this episode:Shoppers Are Embracing AI but Want GuardrailsOne-Third of Consumers Plan to Use AI for Holiday ShoppingChatGPT Lets Shoppers Buy Products Within the PlatformGoogle Launches AI-Enabled Conversational ShoppingKroger Accelerates AI to Cut Costs, Boost EfficiencyHow Aldi Revamped Its Social Media StrategyInstacart Adds SNAP Tracking & Savings Tools to Smart CartsAmazon debuts single-tap “Add to Delivery” functionKroger to Use DoorDash’s DashMart for Delivery FulfillmentDoorDash Launches Proprietary Delivery Robot “Dot”Uber refreshes grocery delivery with new features and guaranteesAldi Joins Uber Eats for Nationwide Grocery DeliveryAmazon Unifies Its Private-Label Grocery Lines Under “Amazon Grocery”Grocers aim to significantly increase private brand dollar share by 2027Amazon to close 14 UK Fresh stores, convert some into Whole Foods
September 16, 2025Episode 954 min
Cyber Monday - Next Commerce News / September 2025
In this episode:Online grocery sales top $11 billion in August, led by deliveryHoliday sales could grow up to 3.4%: DeloitteUlta targets wellness growth and raises full-year sales outlookMass beauty outpaces prestige in the first half of 2025Ralph Lauren rolls out AI-powered assistant to dole out fashion adviceWalmart Realm adds new digital storefronts to woo Gen ZHow Instacart is upgrading smart carts to drive omnichannel shoppingAmazon integrates Lens visual search with its AI shopping assistantPinterest has effectively become an AI-enabled shopping assistantHoliday shoppers plan to use AI to compare pricesAlmost half of AI search tool users prefer them to GoogleBest Buy, Uber Eats partner on same-day delivery
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