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Carrefour’s Record-Breaking Smart Cart Rollout | Fast Five Shorts · Omni Talk Retail

• 0:00
  Carrefour
• 0:00
  Israel
• 0:01
  and
• 0:01
  A
• 0:01
  to
• 0:01
  Z
• 0:02
  Custom
• 0:02
  Made
• 0:02
  Solutions
• 0:03
  have
• 0:03
  announced
• 0:03
  a
• 0:04
  five
• 0:04
  year
• 0:05
  $50
• 0:05
  million
• 0:06
  agreement
• 0:06
  to
• 0:06
  deploy
• 0:07
  4,000
• 0:08
  smart
• 0:09
  shopping
• 0:09
  carts
• 0:09
  across
• 0:10
  Carrefour
• 0:10
  Israel
• 0:11
  stores.
• 0:12
  One,
• 0:13
  which
• 0:13
  is
• 0:13
  one
• 0:13
  of,
• 0:13
  if
• 0:14
  not
• 0:14
  the
• 0:14
  largest
• 0:15
  smart
• 0:15
  cart
• 0:15
  deployments
• 0:16
  in
• 0:16
  retail
• 0:17
  history
• 0:18
  according
• 0:19
  to
• 0:19
  Chain
• 0:19
  Storage.
• 0:20
  The
• 0:20
  rollout
• 0:20
  is
• 0:20
  set
• 0:20
  to
• 0:21
  begin
• 0:21
  in
• 0:21
  Q3,
• 0:22
  2026.
• 0:22
  I
• 0:22
  see
• 0:23
  Laura
• 0:23
  already
• 0:23
  laughing.
• 0:24
  Across
• 0:24
  six
• 0:24
  Carrefour
• 0:25
  Israel
• 0:25
  flagship
• 0:26
  stores
• 0:26
  and
• 0:26
  will
• 0:26
  include
• 0:27
  end
• 0:27
  to
• 0:27
  end
• 0:27
  delivery
• 0:28
  of
• 0:28
  smart
• 0:28
  cart
• 0:28
  hardware,
• 0:29
  charging
• 0:29
  infrastructure,
• 0:30
  advanced
• 0:30
  software
• 0:31
  systems,
• 0:32
  full
• 0:32
  implementation
• 0:33
  training
• 0:33
  and
• 0:34
  long
• 0:34
  term
• 0:34
  support.
• 0:34
  Tell
• 0:35
  them
• 0:35
  what
• 0:35
  they've
• 0:35
  won,
• 0:35
  Bob.
• 0:36
  A
• 0:36
  to
• 0:36
  Z
• 0:36
  has
• 0:37
  been
• 0:37
  granted
• 0:37
  exclusive
• 0:38
  retail
• 0:38
  media
• 0:38
  and
• 0:39
  data
• 0:39
  monetization
• 0:39
  rights
• 0:40
  on
• 0:40
  the
• 0:40
  smart
• 0:41
  card
• 0:41
  platform
• 0:41
  for
• 0:41
  the
• 0:42
  duration
• 0:42
  of
• 0:42
  the
• 0:42
  deployment,
• 0:43
  giving
• 0:43
  the
• 0:43
  deal
• 0:44
  a
• 0:44
  recurring
• 0:44
  revenue
• 0:45
  model
• 0:45
  built
• 0:46
  on
• 0:46
  top
• 0:46
  of
• 0:46
  the
• 0:46
  hardware.
• 0:47
  Carrefour
• 0:48
  Israel
• 0:48
  expects
• 0:49
  approximately
• 0:50
  $35
• 0:50
  million
• 0:51
  in
• 0:51
  profits
• 0:51
  tied
• 0:52
  to
• 0:52
  the
• 0:52
  agreement,
• 0:52
  with
• 0:53
  additional
• 0:53
  operating
• 0:54
  with
• 0:54
  additional
• 0:55
  operational
• 0:56
  efficiencies
• 0:56
  and
• 0:57
  sales
• 0:57
  gains
• 0:57
  contributing
• 0:58
  beyond
• 0:58
  that
• 0:58
  figure.
• 0:59
  Laura,
• 1:00
  I
• 1:00
  have
• 1:00
  two
• 1:00
  questions
• 1:01
  to
• 1:01
  close
• 1:01
  out
• 1:01
  the
• 1:01
  headlines
• 1:02
  today.
• 1:02
  One,
• 1:02
  are
• 1:03
  you
• 1:03
  buying?
• 1:04
  Number
• 1:04
  one,
• 1:04
  are
• 1:04
  you
• 1:04
  buying
• 1:05
  the
• 1:05
  size
• 1:05
  of
• 1:05
  this
• 1:05
  deal?
• 1:06
  I
• 1:06
  think
• 1:06
  I
• 1:06
  may
• 1:07
  know
• 1:07
  which
• 1:07
  way
• 1:07
  you're
• 1:07
  leading
• 1:07
  on
• 1:08
  that.
• 1:08
  And
• 1:08
  two,
• 1:09
  what
• 1:09
  are
• 1:10
  your
• 1:10
  opinions
• 1:10
  on
• 1:10
  smart
• 1:11
  carts
• 1:11
  in
• 1:11
  general?
• 1:14
  Well,
• 1:14
  I
• 1:15
  will
• 1:15
  say
• 1:15
  I
• 1:15
  did
• 1:16
  listen
• 1:16
  to
• 1:16
  a
• 1:16
  bit
• 1:16
  of
• 1:16
  you
• 1:16
  and
• 1:17
  Carter
• 1:17
  talking
• 1:17
  about
• 1:17
  smart
• 1:18
  cards.
• 1:18
  So
• 1:18
  I,
• 1:18
  I
• 1:19
  know
• 1:19
  that
• 1:19
  like,
• 1:19
  you
• 1:20
  know,
• 1:20
  maybe
• 1:21
  Omnitalk
• 1:22
  is
• 1:22
  like
• 1:22
  off
• 1:22
  smart
• 1:23
  carts
• 1:23
  right
• 1:24
  now.
• 1:24
  So
• 1:24
  I
• 1:24
  know
• 1:24
  that.
• 1:25
  Spoiler
• 1:25
  alert.
• 1:26
  So
• 1:27
  that's
• 1:27
  part
• 1:27
  of
• 1:27
  why,
• 1:28
  why
• 1:28
  I'm,
• 1:28
  I'm
• 1:29
  laughing.
• 1:29
  I
• 1:29
  know
• 1:29
  not
• 1:29
  all
• 1:30
  of
• 1:30
  smart
• 1:30
  cards
• 1:31
  but
• 1:31
  I
• 1:32
  mean
• 1:32
  the
• 1:32
  first
• 1:32
  thing
• 1:32
  that
• 1:32
  this
• 1:33
  calls
• 1:33
  to
• 1:33
  mind
• 1:33
  for
• 1:33
  me
• 1:33
  is
• 1:34
  several
• 1:34
  years
• 1:34
  ago
• 1:35
  when
• 1:35
  Walmart
• 1:35
  made
• 1:35
  a
• 1:36
  deal
• 1:36
  for
• 1:36
  in
• 1:36
  store
• 1:37
  robots
• 1:37
  in
• 1:38
  like
• 1:38
  a
• 1:38
  thousand
• 1:39
  stores
• 1:39
  which
• 1:39
  you
• 1:40
  know,
• 1:40
  for
• 1:40
  Walmart
• 1:40
  is
• 1:41
  huge.
• 1:42
  Only
• 1:42
  to
• 1:43
  call
• 1:43
  it
• 1:43
  back
• 1:43
  a
• 1:43
  few
• 1:44
  years
• 1:44
  later,
• 1:45
  that
• 1:46
  is
• 1:46
  not
• 1:46
  to
• 1:46
  hate
• 1:46
  on
• 1:46
  robots.
• 1:47
  Some
• 1:47
  companies
• 1:47
  are
• 1:48
  still
• 1:48
  seeing
• 1:48
  success
• 1:48
  with
• 1:49
  that,
• 1:49
  but
• 1:49
  it's
• 1:49
  just
• 1:49
  interesting.
• 1:50
  Oh
• 1:50
  yes,
• 1:51
  we
• 1:51
  love
• 1:51
  robots
• 1:51
  at
• 1:51
  Arby
• 1:52
  Talk.
• 1:52
  We
• 1:52
  definitely
• 1:52
  love
• 1:53
  robots.
• 1:53
  We
• 1:53
  love
• 1:54
  robots.
• 1:54
  But
• 1:56
  for
• 1:56
  this
• 1:56
  deal
• 1:58
  it
• 1:58
  seems
• 1:58
  like
• 1:58
  there's
• 1:58
  so
• 1:58
  much
• 1:59
  bundled
• 1:59
  in
• 1:59
  it
• 2:01
  in
• 2:01
  terms
• 2:01
  of
• 2:01
  the
• 2:02
  amount
• 2:02
  of
• 2:02
  money
• 2:03
  and
• 2:03
  everything
• 2:03
  like
• 2:03
  that,
• 2:04
  it's
• 2:04
  hard
• 2:04
  to
• 2:04
  know.
• 2:04
  Does
• 2:05
  all
• 2:05
  of
• 2:05
  this
• 2:05
  materialize?
• 2:07
  Obviously
• 2:08
  they're
• 2:08
  focused
• 2:08
  on
• 2:09
  making
• 2:09
  the
• 2:09
  store
• 2:10
  more
• 2:10
  trackable
• 2:11
  because
• 2:11
  they're
• 2:11
  really
• 2:12
  focused
• 2:12
  on
• 2:12
  the
• 2:12
  retail
• 2:13
  media
• 2:13
  and
• 2:13
  monetization
• 2:14
  points.
• 2:15
  So
• 2:16
  yeah,
• 2:16
  the
• 2:17
  answer,
• 2:17
  the
• 2:17
  short
• 2:17
  answer
• 2:17
  to
• 2:18
  this,
• 2:18
  are
• 2:18
  you
• 2:18
  buying
• 2:18
  the
• 2:18
  size
• 2:19
  of
• 2:19
  this
• 2:19
  deal?
• 2:19
  Is
• 2:19
  like
• 2:20
  I
• 2:20
  guess
• 2:20
  I
• 2:20
  don't,
• 2:20
  I'm
• 2:21
  not
• 2:21
  really
• 2:21
  clear
• 2:21
  what's
• 2:21
  in
• 2:22
  the,
• 2:22
  in
• 2:22
  the
• 2:22
  amount,
• 2:23
  you
• 2:23
  know,
• 2:23
  and
• 2:24
  whether
• 2:24
  it's
• 2:24
  actually
• 2:24
  going
• 2:24
  to
• 2:25
  happen
• 2:27
  because
• 2:27
  of
• 2:27
  my
• 2:27
  feeling
• 2:28
  about
• 2:28
  smart
• 2:28
  cards,
• 2:29
  which
• 2:29
  is
• 2:29
  they,
• 2:29
  they
• 2:30
  clearly
• 2:30
  haven't
• 2:30
  proven
• 2:31
  an
• 2:31
  ROI
• 2:31
  at
• 2:32
  scale
• 2:32
  yet.
• 2:33
  And
• 2:33
  that's.
• 2:34
  I,
• 2:34
  I
• 2:34
  don't
• 2:34
  think
• 2:35
  that
• 2:35
  we
• 2:36
  should
• 2:36
  expect
• 2:36
  them
• 2:36
  to.
• 2:37
  And
• 2:37
  maybe
• 2:37
  this
• 2:37
  is
• 2:37
  in
• 2:37
  a
• 2:38
  backwards
• 2:38
  way
• 2:38
  actually
• 2:39
  saying
• 2:39
  I
• 2:39
  don't
• 2:39
  think
• 2:39
  the
• 2:40
  size
• 2:40
  of
• 2:40
  the
• 2:40
  deal
• 2:40
  is
• 2:40
  good
• 2:41
  because
• 2:42
  my
• 2:42
  feeling
• 2:42
  with
• 2:43
  cashierless
• 2:43
  checkout
• 2:44
  from
• 2:44
  the
• 2:44
  beginning
• 2:44
  has
• 2:44
  been
• 2:45
  that
• 2:45
  it's
• 2:45
  going
• 2:45
  to
• 2:45
  be
• 2:46
  one
• 2:46
  option
• 2:47
  for,
• 2:48
  that
• 2:48
  works
• 2:48
  for
• 2:49
  some
• 2:49
  shoppers
• 2:49
  and
• 2:49
  not
• 2:49
  for
• 2:49
  others.
• 2:50
  You
• 2:50
  know,
• 2:50
  some
• 2:50
  consumers,
• 2:51
  including
• 2:51
  me,
• 2:52
  still
• 2:52
  kind
• 2:52
  of
• 2:53
  hate
• 2:53
  self
• 2:53
  checkout.
• 2:53
  The,
• 2:54
  the,
• 2:54
  the,
• 2:54
  the
• 2:54
  first
• 2:55
  iteration
• 2:55
  of
• 2:56
  this.
• 2:56
  Others
• 2:57
  love
• 2:57
  it.
• 2:57
  They
• 2:57
  think
• 2:57
  it's
• 2:58
  more
• 2:58
  efficient.
• 2:59
  I
• 2:59
  know
• 2:59
  my
• 3:00
  husband's
• 3:00
  somebody
• 3:00
  who
• 3:00
  like
• 3:01
  always
• 3:01
  wishes
• 3:01
  there
• 3:01
  was
• 3:02
  more
• 3:02
  scan
• 3:02
  and
• 3:02
  go
• 3:02
  type
• 3:03
  options
• 3:03
  and,
• 3:03
  and
• 3:04
  I
• 3:04
  always
• 3:04
  try
• 3:04
  and
• 3:04
  tell
• 3:04
  him
• 3:05
  this
• 3:05
  is
• 3:05
  what,
• 3:05
  no,
• 3:06
  there's
• 3:06
  too
• 3:06
  much
• 3:06
  shrink,
• 3:07
  can't
• 3:07
  do
• 3:07
  it.
• 3:07
  But
• 3:07
  you
• 3:07
  know,
• 3:07
  like
• 3:08
  there's
• 3:08
  people
• 3:08
  who
• 3:08
  want
• 3:09
  different
• 3:09
  options.
• 3:10
  And
• 3:10
  so
• 3:11
  I.
• 3:12
  Having
• 3:13
  it
• 3:13
  be
• 3:13
  your
• 3:14
  sole
• 3:14
  option
• 3:15
  feels
• 3:15
  like
• 3:15
  a
• 3:16
  lot
• 3:16
  of,
• 3:16
  you
• 3:17
  know,
• 3:17
  you
• 3:17
  know,
• 3:18
  to
• 3:18
  put
• 3:18
  in
• 3:18
  that
• 3:19
  basket.
• 3:20
  And
• 3:21
  then
• 3:21
  I
• 3:21
  think
• 3:21
  with
• 3:22
  so
• 3:22
  many
• 3:22
  store
• 3:22
  tech
• 3:23
  solutions,
• 3:24
  they
• 3:24
  sound
• 3:24
  great
• 3:25
  and
• 3:25
  I
• 3:25
  would
• 3:25
  include
• 3:25
  robots
• 3:26
  in
• 3:26
  this,
• 3:26
  but
• 3:26
  operationally
• 3:27
  it's
• 3:27
  so
• 3:27
  hard
• 3:28
  because
• 3:28
  every
• 3:28
  store
• 3:28
  is
• 3:29
  different.
• 3:29
  Shelves
• 3:30
  aren't
• 3:30
  even.
• 3:31
  You
• 3:31
  know,
• 3:31
  it's
• 3:32
  just
• 3:32
  all
• 3:32
  this
• 3:32
  stuff
• 3:32
  that
• 3:33
  doesn't,
• 3:33
  that
• 3:33
  is
• 3:34
  much
• 3:34
  more
• 3:34
  difficult
• 3:35
  than
• 3:35
  it
• 3:35
  seems
• 3:35
  in
• 3:36
  the
• 3:36
  beginning.
• 3:36
  You
• 3:37
  know,
• 3:37
  Amazon
• 3:38
  has
• 3:39
  only
• 3:39
  put
• 3:39
  the
• 3:39
  dash
• 3:40
  cart,
• 3:40
  which
• 3:40
  I
• 3:41
  think
• 3:41
  is
• 3:41
  still
• 3:41
  called
• 3:41
  the
• 3:42
  dash
• 3:42
  cart.
• 3:42
  The
• 3:42
  dash.
• 3:42
  Not
• 3:43
  even
• 3:43
  in
• 3:43
  other
• 3:43
  retailers.
• 3:44
  They're
• 3:44
  only
• 3:45
  having
• 3:45
  them
• 3:45
  in
• 3:45
  whole
• 3:45
  food
• 3:46
  stores
• 3:46
  and
• 3:46
  I
• 3:46
  feel
• 3:47
  like
• 3:47
  that's
• 3:47
  telling
• 3:47
  because
• 3:48
  they're
• 3:48
  in
• 3:48
  control
• 3:48
  of
• 3:48
  the
• 3:48
  whole
• 3:49
  food
• 3:49
  store.
• 3:49
  They
• 3:49
  could
• 3:50
  like
• 3:50
  change
• 3:50
  it
• 3:51
  to
• 3:51
  look
• 3:51
  like
• 3:52
  what
• 3:52
  they
• 3:52
  want.
• 3:54
  So
• 3:54
  when
• 3:55
  you
• 3:55
  say
• 3:55
  4,000
• 3:56
  across,
• 3:56
  I,
• 3:57
  I
• 3:57
  think
• 3:57
  there's
• 3:57
  like
• 3:57
  150
• 3:58
  car,
• 3:58
  four
• 3:58
  stores
• 3:59
  in
• 3:59
  Israel.
• 4:00
  That's
• 4:00
  like,
• 4:00
  that
• 4:01
  is
• 4:01
  a
• 4:01
  lot
• 4:02
  for
• 4:03
  it
• 4:03
  to
• 4:03
  be
• 4:04
  just
• 4:04
  an
• 4:04
  option.
• 4:07
  So,
• 4:08
  yeah,
• 4:08
  I'm
• 4:08
  skeptical.
• 4:09
  I'm
• 4:09
  curious
• 4:09
  what,
• 4:09
  what
• 4:10
  your
• 4:10
  smart
• 4:11
  cart
• 4:11
  POV
• 4:12
  is.
• 4:13
  I'm
• 4:13
  skeptical
• 4:13
  of
• 4:13
  the
• 4:14
  deal
• 4:14
  because
• 4:14
  the
• 4:14
  one
• 4:14
  thing
• 4:15
  that
• 4:15
  stuck
• 4:15
  out
• 4:15
  to
• 4:15
  me
• 4:15
  is
• 4:15
  like
• 4:15
  you're
• 4:16
  doing
• 4:16
  a
• 4:16
  six
• 4:16
  store
• 4:17
  pilot
• 4:17
  when
• 4:18
  you
• 4:18
  signed
• 4:18
  a
• 4:18
  $50
• 4:19
  million
• 4:19
  deal.
• 4:19
  Something.
• 4:20
  Yeah,
• 4:20
  something.
• 4:21
  Somebody's
• 4:21
  jumping
• 4:21
  the
• 4:21
  gun
• 4:22
  on
• 4:22
  something
• 4:22
  or
• 4:22
  something
• 4:22
  is
• 4:23
  off
• 4:23
  in
• 4:23
  the
• 4:23
  way
• 4:23
  this
• 4:24
  story
• 4:24
  was
• 4:24
  written.
• 4:25
  So
• 4:25
  that's,
• 4:25
  that's
• 4:26
  why
• 4:26
  I
• 4:26
  was
• 4:26
  skeptical
• 4:27
  of
• 4:27
  it
• 4:27
  because
• 4:27
  you
• 4:27
  don't
• 4:27
  pilot
• 4:28
  something
• 4:28
  and
• 4:28
  then
• 4:28
  invest
• 4:28
  50
• 4:29
  and
• 4:29
  say
• 4:29
  you're
• 4:29
  already
• 4:30
  investing
• 4:30
  $50
• 4:30
  million.
• 4:31
  So
• 4:31
  that's
• 4:31
  weird.
• 4:32
  But
• 4:32
  I
• 4:32
  think
• 4:32
  what,
• 4:32
  I
• 4:33
  think
• 4:33
  what
• 4:33
  you're
• 4:33
  hitting
• 4:33
  on
• 4:33
  here,
• 4:34
  and
• 4:34
  I've
• 4:34
  been
• 4:34
  thinking
• 4:34
  a
• 4:34
  lot
• 4:34
  about
• 4:34
  this.
• 4:35
  I
• 4:35
  mean,
• 4:35
  God,
• 4:35
  we
• 4:35
  talk
• 4:35
  about
• 4:35
  smart
• 4:36
  cards.
• 4:36
  I
• 4:36
  feel
• 4:36
  like
• 4:36
  every
• 4:37
  month,
• 4:37
  I
• 4:38
  think,
• 4:38
  I
• 4:38
  think
• 4:38
  the
• 4:38
  term
• 4:38
  smart
• 4:39
  card
• 4:39
  is
• 4:39
  just
• 4:39
  basically
• 4:40
  a
• 4:40
  disservice
• 4:41
  at
• 4:41
  the
• 4:41
  end
• 4:41
  of
• 4:42
  the
• 4:42
  day.
• 4:42
  Because
• 4:43
  you
• 4:43
  know
• 4:44
  what
• 4:44
  I
• 4:44
  like
• 4:45
  about
• 4:45
  the
• 4:46
  idea
• 4:47
  of
• 4:47
  a
• 4:48
  smart
• 4:48
  shopping
• 4:48
  cart
• 4:49
  is
• 4:49
  really
• 4:49
  the
• 4:49
  two
• 4:50
  things
• 4:50
  that
• 4:50
  have
• 4:50
  proven
• 4:50
  to
• 4:51
  be
• 4:51
  valuable
• 4:51
  to
• 4:51
  the
• 4:52
  consumer
• 4:52
  and
• 4:52
  to
• 4:52
  the
• 4:52
  retailer.
• 4:53
  One,
• 4:54
  you
• 4:54
  can
• 4:54
  see
• 4:54
  your
• 4:55
  budget
• 4:55
  in
• 4:55
  real
• 4:56
  time
• 4:56
  as
• 4:56
  you
• 4:56
  shop,
• 4:56
  which
• 4:57
  I
• 4:57
  think
• 4:57
  is
• 4:57
  a
• 4:57
  valuable
• 4:57
  feature.
• 4:58
  And
• 4:58
  two,
• 4:59
  and
• 4:59
  this
• 4:59
  is
• 4:59
  actually
• 5:00
  beneficial
• 5:00
  for
• 5:00
  the
• 5:00
  consumer
• 5:01
  too.
• 5:01
  You
• 5:01
  can
• 5:01
  get
• 5:01
  served
• 5:02
  up
• 5:02
  ads
• 5:02
  while
• 5:02
  you
• 5:02
  shop.
• 5:03
  Right?
• 5:03
  That's
• 5:03
  beneficial
• 5:04
  for
• 5:04
  the
• 5:04
  brands
• 5:04
  and
• 5:04
  the
• 5:05
  retailers.
• 5:05
  That's
• 5:06
  really
• 5:06
  what
• 5:06
  we're
• 5:06
  talking
• 5:06
  about
• 5:07
  here.
• 5:07
  That's.
• 5:08
  That's
• 5:08
  where
• 5:08
  the
• 5:08
  value
• 5:09
  comes
• 5:09
  in.
• 5:09
  The
• 5:10
  idea
• 5:10
  of
• 5:10
  actually
• 5:10
  being
• 5:11
  able
• 5:11
  to
• 5:11
  exit
• 5:11
  the
• 5:12
  store
• 5:12
  checkout
• 5:13
  free.
• 5:13
  Like,
• 5:13
  I
• 5:14
  don't
• 5:14
  think
• 5:14
  anyone
• 5:14
  really
• 5:15
  cares
• 5:15
  about
• 5:15
  that
• 5:16
  from
• 5:16
  an
• 5:16
  incremental
• 5:16
  value
• 5:17
  standpoint.
• 5:17
  So
• 5:17
  I
• 5:17
  feel
• 5:18
  like,
• 5:18
  I
• 5:18
  feel
• 5:19
  like
• 5:19
  this
• 5:19
  is
• 5:19
  doing
• 5:20
  custom,
• 5:21
  which
• 5:21
  their
• 5:22
  solution
• 5:22
  actually
• 5:23
  looks
• 5:23
  like.
• 5:24
  You
• 5:24
  don't
• 5:24
  need
• 5:24
  a
• 5:24
  whole
• 5:25
  cart
• 5:25
  redesign.
• 5:25
  From
• 5:26
  what
• 5:26
  I,
• 5:26
  when
• 5:26
  I
• 5:26
  was
• 5:26
  perusing
• 5:27
  the
• 5:27
  site,
• 5:27
  it's
• 5:27
  actually
• 5:27
  like
• 5:28
  it
• 5:28
  actually
• 5:28
  just
• 5:29
  bolts
• 5:29
  on
• 5:29
  to
• 5:29
  an
• 5:29
  existing
• 5:30
  cart
• 5:30
  and
• 5:30
  you
• 5:30
  can
• 5:31
  use
• 5:31
  it
• 5:31
  to
• 5:32
  do
• 5:32
  those
• 5:32
  things
• 5:32
  I
• 5:32
  talked
• 5:33
  about
• 5:33
  to
• 5:33
  provide
• 5:33
  those
• 5:33
  two
• 5:34
  elements
• 5:34
  of
• 5:34
  value
• 5:34
  to
• 5:35
  it.
• 5:35
  So,
• 5:35
  like,
• 5:36
  I
• 5:36
  think
• 5:36
  the
• 5:36
  industry
• 5:37
  actually
• 5:37
  needs
• 5:37
  to
• 5:37
  go
• 5:37
  away
• 5:38
  from
• 5:38
  calling
• 5:38
  these
• 5:38
  things
• 5:39
  smart
• 5:39
  cards
• 5:39
  and
• 5:40
  let's
• 5:40
  just
• 5:40
  call
• 5:40
  them
• 5:40
  what
• 5:40
  they
• 5:40
  are,
• 5:41
  Laura.
• 5:41
  Let's
• 5:41
  just
• 5:41
  call
• 5:41
  it
• 5:41
  the
• 5:42
  retail
• 5:42
  media
• 5:42
  and
• 5:42
  couponing
• 5:43
  bolt
• 5:43
  on,
• 5:44
  because
• 5:45
  that's
• 5:45
  really
• 5:45
  what
• 5:45
  everybody
• 5:46
  wants
• 5:46
  to
• 5:46
  do.
• 5:46
  And
• 5:47
  let's
• 5:47
  just
• 5:47
  find
• 5:47
  the
• 5:48
  solution
• 5:48
  that
• 5:49
  does
• 5:49
  that
• 5:49
  in
• 5:49
  the
• 5:49
  best
• 5:50
  way
• 5:51
  possible.
• 5:51
  I
• 5:51
  mean,
• 5:51
  it
• 5:52
  sounds
• 5:52
  silly,
• 5:53
  but
• 5:53
  it's
• 5:54
  so
• 5:54
  obvious
• 5:55
  to
• 5:55
  me
• 5:55
  when
• 5:56
  we
• 5:56
  talk
• 5:56
  about
• 5:56
  it
• 5:57
  like
• 5:57
  that.
• 5:57
  I'm
• 5:58
  just,
• 5:58
  I'm
• 5:58
  over
• 5:58
  smart
• 5:59
  cards,
• 5:59
  but
• 5:59
  I
• 6:00
  mean,
• 6:00
  I.
• 6:00
  Talk
• 6:01
  me
• 6:01
  off
• 6:01
  the
• 6:01
  ledge
• 6:01
  here,
• 6:02
  Laura.
• 6:02
  Yeah,
• 6:03
  no
• 6:04
  laughing
• 6:04
  in
• 6:04
  the
• 6:04
  background
• 6:05
  as
• 6:05
  I'm
• 6:05
  saying
• 6:05
  that.
• 6:06
  But
• 6:06
  like,
• 6:06
  that's
• 6:06
  really
• 6:07
  what
• 6:07
  we're
• 6:07
  talking
• 6:07
  about.
• 6:08
  Yes.
• 6:08
  Yeah.
• 6:09
  I
• 6:09
  mean,
• 6:09
  I
• 6:09
  think
• 6:09
  the
• 6:10
  bolt
• 6:10
  on
• 6:10
  has
• 6:10
  always
• 6:11
  seemed
• 6:11
  like
• 6:11
  the
• 6:11
  way
• 6:12
  it's
• 6:12
  going
• 6:12
  to
• 6:12
  go.
• 6:12
  I
• 6:13
  mean,
• 6:13
  these
• 6:13
  whole
• 6:13
  carts
• 6:14
  with
• 6:14
  computer
• 6:15
  vision
• 6:15
  are
• 6:15
  like
• 6:16
  just
• 6:16
  insane
• 6:17
  investments
• 6:18
  for
• 6:18
  something
• 6:18
  that
• 6:19
  did
• 6:19
  not
• 6:19
  cost
• 6:19
  that
• 6:20
  much
• 6:21
  for
• 6:21
  the
• 6:21
  retailer
• 6:21
  to
• 6:22
  buy
• 6:22
  in
• 6:22
  its
• 6:22
  old
• 6:22
  form.
• 6:22
  So,
• 6:23
  like,
• 6:23
  yeah,
• 6:23
  that
• 6:23
  just
• 6:23
  doesn't.
• 6:25
  That
• 6:25
  is
• 6:25
  the
• 6:25
  correct
• 6:26
  direction.
• 6:26
  The
• 6:26
  thing
• 6:27
  with,
• 6:27
  with
• 6:27
  retail
• 6:28
  media
• 6:28
  that
• 6:28
  I
• 6:28
  keep
• 6:29
  bumping
• 6:29
  up
• 6:29
  against
• 6:31
  is
• 6:31
  that
• 6:32
  that's
• 6:33
  really
• 6:33
  great
• 6:33
  for
• 6:34
  the
• 6:34
  brands
• 6:34
  and
• 6:34
  the
• 6:34
  retailer.
• 6:36
  I'm
• 6:36
  just
• 6:37
  so
• 6:37
  curious
• 6:39
  to
• 6:39
  your
• 6:39
  point.
• 6:39
  At
• 6:39
  least
• 6:39
  if
• 6:40
  it
• 6:40
  has
• 6:40
  the
• 6:40
  budgeting
• 6:40
  aspect,
• 6:41
  then
• 6:41
  that's
• 6:41
  going
• 6:41
  to
• 6:41
  make
• 6:42
  a
• 6:42
  consumer
• 6:42
  use
• 6:42
  it.
• 6:43
  But
• 6:43
  like,
• 6:43
  what
• 6:43
  is
• 6:44
  the
• 6:44
  value
• 6:44
  for
• 6:44
  the
• 6:44
  consumer?
• 6:45
  Okay,
• 6:45
  the
• 6:45
  budgeting
• 6:46
  is
• 6:46
  good.
• 6:47
  Maybe
• 6:47
  it's
• 6:47
  a
• 6:48
  little
• 6:48
  faster.
• 6:48
  You
• 6:49
  perceive
• 6:49
  it's
• 6:49
  faster,
• 6:50
  which
• 6:50
  is
• 6:50
  actually
• 6:50
  all
• 6:51
  that
• 6:51
  really
• 6:51
  matters.
• 6:53
  And
• 6:53
  so
• 6:53
  that's
• 6:54
  good,
• 6:54
  because
• 6:55
  the
• 6:55
  retail
• 6:56
  media
• 6:56
  in
• 6:57
  store,
• 6:57
  I'm
• 6:58
  not,
• 6:58
  like,
• 6:58
  hating
• 6:58
  on
• 6:59
  it
• 6:59
  at
• 6:59
  all.
• 6:59
  But
• 6:59
  for
• 6:59
  that
• 7:00
  thing
• 7:01
  from,
• 7:01
  like,
• 7:01
  10
• 7:01
  years
• 7:01
  ago,
• 7:02
  like,
• 7:02
  how
• 7:02
  much
• 7:02
  ads
• 7:03
  do
• 7:03
  you
• 7:03
  want
• 7:03
  to
• 7:03
  be
• 7:03
  pounded
• 7:04
  with?
• 7:04
  Right,
• 7:04
  right,
• 7:04
  exactly.
• 7:05
  If
• 7:05
  that's
• 7:06
  half
• 7:06
  of
• 7:06
  the
• 7:06
  proposition,
• 7:07
  I
• 7:07
  mean,
• 7:08
  that's
• 7:08
  the
• 7:08
  retailer
• 7:08
  and
• 7:09
  the
• 7:09
  brand
• 7:09
  proposition.
• 7:10
  That's
• 7:11
  not
• 7:11
  the
• 7:11
  consumer
• 7:11
  proposition.
• 7:12
  So
• 7:13
  you
• 7:13
  have
• 7:13
  to
• 7:13
  have
• 7:14
  consumers
• 7:14
  adopt
• 7:15
  this.
• 7:16
  Which
• 7:16
  again,
• 7:16
  just
• 7:17
  brings
• 7:17
  me
• 7:17
  back
• 7:17
  to
• 7:17
  like,
• 7:17
  yeah,
• 7:18
  make
• 7:18
  it
• 7:18
  an
• 7:18
  option
• 7:19
  if
• 7:19
  you
• 7:19
  want,
• 7:19
  and
• 7:20
  if
• 7:20
  you
• 7:20
  want
• 7:20
  to
• 7:20
  get
• 7:20
  some
• 7:21
  ads
• 7:21
  and
• 7:21
  some
• 7:21
  coupons,
• 7:22
  like,
• 7:22
  have
• 7:22
  at
• 7:22
  it.
• 7:24
  But
• 7:24
  making
• 7:24
  it
• 7:25
  like,
• 7:26
  the
• 7:26
  size
• 7:27
  of
• 7:27
  this
• 7:27
  implies
• 7:28
  that
• 7:28
  they
• 7:28
  want
• 7:28
  all
• 7:28
  their
• 7:28
  checkouts
• 7:29
  to
• 7:29
  be
• 7:29
  that.
• 7:29
  And
• 7:30
  it
• 7:30
  makes
• 7:30
  me
• 7:30
  a
• 7:30
  little
• 7:30
  more
• 7:31
  curious.
• 7:31
  I
• 7:31
  don't
• 7:31
  know
• 7:31
  the
• 7:31
  Israel
• 7:32
  market
• 7:32
  that
• 7:32
  well.
• 7:32
  Like,
• 7:32
  is
• 7:33
  there
• 7:33
  a
• 7:33
  real
• 7:33
  labor
• 7:34
  challenge
• 7:34
  here
• 7:35
  that
• 7:35
  we're
• 7:35
  trying
• 7:35
  to.
• 7:35
  That's,
• 7:36
  like,
• 7:36
  more
• 7:36
  extreme
• 7:37
  than
• 7:37
  what
• 7:37
  we
• 7:37
  see
• 7:37
  in
• 7:37
  the
• 7:37
  States
• 7:38
  or
• 7:38
  in
• 7:38
  Europe
• 7:39
  that,
• 7:39
  like,
• 7:40
  that
• 7:40
  we're
• 7:40
  really
• 7:41
  having
• 7:41
  to
• 7:41
  deal
• 7:41
  with?
• 7:42
  Because
• 7:43
  then
• 7:43
  that
• 7:43
  would
• 7:44
  answer
• 7:44
  a
• 7:45
  little
• 7:45
  the
• 7:45
  question
• 7:45
  of,
• 7:45
  like,
• 7:46
  why
• 7:46
  is
• 7:46
  this
• 7:46
  so
• 7:47
  huge?
• 7:47
  Or
• 7:48
  to
• 7:48
  your
• 7:48
  point,
• 7:48
  maybe
• 7:48
  it's
• 7:49
  just
• 7:49
  weird
• 7:49
  and
• 7:50
  there's
• 7:50
  no
• 7:50
  logic
• 7:51
  behind
• 7:51
  it
• 7:51
  being
• 7:52
  so
• 7:52
  huge,
• 7:52
  but
• 7:53
  it
• 7:53
  also
• 7:53
  depends.
• 7:54
  On
• 7:54
  how
• 7:54
  you
• 7:54
  pitch
• 7:54
  the
• 7:55
  pitch,
• 7:55
  the
• 7:55
  deal
• 7:56
  too,
• 7:56
  right?
• 7:56
  Like,
• 7:56
  yes,
• 7:57
  pilot
• 7:57
  with
• 7:57
  the
• 7:58
  potential
• 7:58
  to
• 7:58
  get
• 7:58
  to
• 7:58
  50
• 7:59
  million,
• 7:59
  too,
• 7:59
  you
• 7:59
  know,
• 7:59
  that
• 8:00
  whole
• 8:00
  thing.
• 8:00
  But
• 8:00
  right,
• 8:00
  right,
• 8:01
  right,
• 8:01
  right.
• 8:01
  We'll
• 8:01
  see.