Episodes
67
Latest episode
Oct 2026
Language
EN
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.
In this episode: Walmart Holds Prices as Sparky Lifts Conversion Brands Feed Alexa as Amazon Pushes Longer Attribution Costco Gained $2.5 Billion in CPG Wallet Share Gopuff Joins Instacart for 15-Minute Delivery Ahold Uses AI Agents in Retail Media, Builds Screens
In this episode: TikTok Shop Cracks 2% of US Online Retail PepsiCo Puts AI Marketing Overhaul Up for Grabs Target's Grocery Bet Is Working, Now Comes the Hard Part Retail Media Builds Brands, Not Just Closes Sales Amazon Adds Alexa Fraud Checks and Restock Alerts BONUS: Meta Muse Launches as an AI Agent That Can Buy BONUS: SharkNinja's CMO Breaks Down Her Virality Playbook
In this episode: The Store Aisle Gets 3,500 New Targeting Signals Retail Media Isn’t a Cart. Commerce Media Can’t Mean Everything TikTok Shop Wants Its Own Prime Flywheel P&G Prescribes a $3.8 Billion Wellness Expansion Product Content Gets an AI Distribution Pipe BONUS: Instacart Sends the Male Shopper Meme to Bootcamp
In this episode: Prime Day Proves the Summer Spike—and AI Rewrites the Funnel Albertsons and P&G Turn Retail Media Into a Content Studio Clorox uses TikTok Shop to test products, creative, and demand across Pine-Sol, Burt's Bees, Brita, Hidden Valley Ranch, and Clorox. Clorox uses TikTok Shop to test products, creative, and demand across Pine-Sol, Burt's Bees, Brita, Hidden Valley Ranch, and Clorox. Target added Forever 21, Clarks, and K-beauty to invite-only Target Plus.
In this episode: Google Wants to Be the Cart Behind the Prompt Amazon is collapsing Rufus into Alexa for Shopping and putting the assistant directly into the Amazon search bar Instacart is extending Ads Manager directly to retailer partners Walmart’s Q1 readout shows the digital model maturing Amazon moved Prime Day back into June and kept the four-day format, running June 23–26 Pinterest Assistant is a different version of AI commerce: less command line, more taste graph Roundel is positioning Precision Plus as an AI performance engine that can improve growth and efficiency at the same time Target’s Q1 snapshot shows the ecosystem around the shelf becoming a bigger part of the business model
In this episode: Rufus Gets a Raise: Amazon’s Chatty Shopping Bot Is Also a Media Sales Rep Walmart is giving Great Value a full private-label refresh across 10,000 food and consumable items, and it is doing more than changing the packaging Ulta is pushing beauty discovery deeper into Google’s AI ecosystem, with assortment appearing across Google AI surfaces and a new shopping assistant built on Gemini Enterprise for Customer Experience Sam’s Club is taking retail media measurement beyond the standard onsite playbook with its MAP framework and Retail Experience Network Newly unredacted California evidence allegedly suggests Amazon worked through vendors to push higher prices at Target and Walmart Amazon told analysts that Prime Day will happen in most countries in June, pulling one of retail’s biggest promo moments forward on the calendar Walmart’s annual report reads like a company leaning into digital growth, AI execution, and selective physical expansion rather than retail nostalgia Amazon has paused a controversial advertising payment change after seller pushback made the cash-flow impact impossible to ignore The Census data keeps confirming the same retail truth: nonstore is still outrunning the broader market
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.
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 areaccelerating Tariffs 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.
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
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
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Alexander Spencer
