Latest / Omni Talk Retail / Walmart's 'Dinner Tonight,' Sephora & Lyft, Plus A New Grocery App That May Disrupt All | Fast Five

Transcript

Walmart's 'Dinner Tonight,' Sephora & Lyft, Plus A New Grocery App That May Disrupt All | Fast Five · Omni Talk Retail

0:00
The
0:00
Omni
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Tech
0:01
Fast
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5
0:01
is
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brought
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to
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you
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by
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the
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A
0:02
and
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M
0:03
Consumer
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and
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Retail
0:04
Group.
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The
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A
0:05
and
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M
0:05
Consumer
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and
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Retail
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Group
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is
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a
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management
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consulting
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firm
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that
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tackles
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the
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complex
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and
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advances
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its
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clients,
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people
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and
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communities
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toward
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their
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maximum
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potential.
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CRG
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brings
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the
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experience,
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tools
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and
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operator
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like
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pragmatism
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to
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help
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retailers
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and
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consumer
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products
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companies
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be
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on
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the
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right
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side
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of
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disruption
0:21
and
0:22
Miracle,
0:22
the
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catalyst
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of
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Commerce.
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Over
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450
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retailers
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are
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now
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opening
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new
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revenue
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streams
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with
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marketplaces,
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dropship
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retail
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media.
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And
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succeeding
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with
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Miracle,
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you
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unlock
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and
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more
0:36
profits
0:36
without
0:36
the
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heavy
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lifting.
0:38
What's
0:38
holding
0:38
you
0:38
back?
0:39
Visit
0:39
Miracle.com
0:41
to
0:41
learn
0:41
more.
0:41
That's
0:42
M
0:42
I
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R
0:42
A
0:43
K
0:43
L.com
0:44
and
0:44
Symbi
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Simbi
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powers
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the
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most
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banners
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in
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the
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with
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today's
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only
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in
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store
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intelligence.
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0:52
how
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Albertsons,
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Automation@7simd
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Robotics.com
1:00
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1:00
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1:01
@
1:01
Infios,
1:02
they
1:02
unite
1:02
warehousing,
1:03
transportation
1:03
and
1:04
order
1:04
management
1:04
into
1:05
a
1:05
seamless,
1:05
adaptable
1:06
network.
1:07
Infios
1:07
helps
1:08
you
1:08
stay
1:08
ahead
1:09
from
1:09
promise
1:10
to
1:10
delivery
1:10
and
1:11
every
1:11
step
1:11
in
1:12
between.
1:12
To
1:12
learn
1:13
more,
1:13
visit
1:13
infios.com
1:15
and
1:15
Clear
1:15
Demand
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pricing
1:17
shouldn't
1:17
be
1:17
guesswork.
1:18
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1:18
Demand's
1:19
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powered
1:20
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1:20
data
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1:20
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1:22
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1:22
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1:23
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1:23
protecting
1:24
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1:25
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1:26
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1:27
profits.
1:27
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1:28
Demand
1:28
makes
1:29
it
1:29
happen.
1:29
Learn
1:30
more@cleardemand.com
1:32
omnitalk
1:33
and
1:33
finally,
1:34
Ocampo
1:34
Capital.
1:35
Ocampo
1:35
Capital
1:35
is
1:36
a
1:36
venture
1:36
capital
1:36
firm
1:37
founded
1:37
by
1:37
retail
1:38
executives
1:38
with
1:38
an
1:39
aim
1:39
of
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helping
1:39
early
1:40
stage
1:40
consumer
1:40
businesses
1:41
succeed
1:41
through
1:42
investment
1:42
and
1:42
operational
1:43
support.
1:44
Learn
1:44
more@ocampocapital.com
1:47
hello,
1:47
you
1:47
are
1:47
listening
1:48
to
1:48
Omnitalk's
1:49
Retail
1:49
Fast
1:50
Five
1:50
ranked
1:50
in
1:50
the
1:50
top
1:51
10%
1:51
of
1:51
all
1:51
podcasts
1:52
globally
1:52
and
1:53
currently
1:53
the
1:53
only
1:53
retail
1:54
podcast
1:54
ranked
1:55
in
1:55
the
1:55
top
1:55
100
1:55
of
1:56
all
1:56
business
1:56
podcasts
1:57
on
1:57
Apple
1:57
podcast
1:58
the
1:58
Retail
1:58
Fast
1:59
Five
1:59
is
1:59
the
2:00
podcast
2:00
that
2:00
we
2:00
hope
2:00
makes
2:01
you
2:01
feel
2:01
a
2:01
little
2:01
smarter,
2:02
but
2:02
most
2:02
importantly,
2:03
a
2:03
little
2:03
happier
2:04
each
2:04
week
2:04
too.
2:05
And
2:05
the
2:05
Fast
2:05
5
2:05
is
2:06
just
2:06
one
2:06
of
2:06
the
2:06
many
2:06
great
2:07
podcasts
2:07
that
2:08
you
2:08
can
2:08
find
2:08
from
2:08
the
2:09
Omnitok
2:09
Retail
2:09
Podcast
2:10
Network
2:10
alongside
2:11
our
2:11
Retail
2:11
Daily
2:12
Minute,
2:12
which
2:12
brings
2:12
you
2:12
a
2:13
curated
2:13
selection
2:13
of
2:13
the
2:14
most
2:14
important
2:14
retail
2:15
headlines
2:15
every
2:15
morning
2:16
and
2:16
our
2:17
Retail
2:17
Technology
2:17
Spotlight
2:18
series
2:18
which
2:18
goes
2:19
deep
2:19
each
2:19
week
2:19
on
2:20
the
2:20
latest
2:20
retail
2:21
technology
2:21
trends.
2:22
It's
2:22
July
2:22
9,
2:23
2025.
2:24
I'm
2:24
one
2:24
of
2:24
your
2:24
hosts
2:24
and
2:25
mazinga.
2:26
And
2:26
I'm
2:26
Chris
2:26
Walton
2:27
and
2:27
we
2:27
are.
2:28
Here
2:28
once
2:28
again
2:28
to
2:29
discuss
2:29
all
2:29
the
2:29
top
2:30
headlines
2:30
from
2:30
the
2:30
past
2:31
week
2:31
making
2:32
Waves
2:32
in
2:32
the
2:32
world
2:32
of
2:32
omnichannel
2:33
retailing.
2:34
But
2:34
Chris,
2:34
what
2:34
our
2:35
listeners
2:35
most
2:36
definitely
2:36
care
2:36
most
2:37
about
2:37
is
2:37
if
2:38
you
2:38
are
2:38
in
2:39
fact
2:39
now
2:39
the
2:39
sausage
2:40
king
2:40
of
2:40
Edina,
2:41
Minnesota.
2:41
How
2:41
did
2:42
the
2:42
brats
2:43
turn
2:43
out?
2:45
I
2:45
would,
2:45
I
2:45
definitely
2:45
was
2:46
not
2:46
the
2:46
sausage
2:46
king
2:47
of
2:47
Chicago.
2:47
And
2:47
I
2:47
think
2:48
actually
2:48
probably
2:48
the
2:48
most
2:48
appropriate
2:49
term
2:49
is
2:49
the
2:49
gastroenteritis
2:50
king
2:51
of,
2:51
of
2:52
of
2:52
Minnesota
2:52
because
2:53
I
2:53
think
2:54
I
2:54
gave
2:54
my
2:54
wife
2:54
mini
2:55
food
2:55
poisoning
2:55
because
2:56
of
2:56
an
2:56
uncooked
2:56
bratwurst,
2:57
which
2:58
I
2:58
don't
2:58
know.
2:58
I
2:58
don't
2:59
know
2:59
why
2:59
I
2:59
can't
3:00
figure
3:00
out
3:00
how
3:00
to
3:00
use
3:00
a
3:00
meat
3:01
thermometer.
3:01
And
3:01
I
3:01
stick
3:02
the
3:02
meat
3:02
thermometer
3:02
in,
3:02
it
3:03
says
3:03
it's
3:03
well
3:03
done.
3:04
And
3:04
then
3:04
they
3:05
eat
3:05
it
3:05
and
3:05
it's
3:05
like
3:06
raw.
3:06
I
3:06
just,
3:07
I
3:07
just,
3:07
I
3:07
don't
3:07
know.
3:07
I
3:07
just
3:08
cannot
3:08
ever
3:08
get
3:09
a
3:09
meat
3:09
thermometer
3:09
to
3:09
work.
3:10
So
3:10
if
3:10
anyone
3:10
has
3:10
any
3:10
meat
3:11
thermometer
3:11
tricks,
3:12
let
3:12
me
3:13
know.
3:13
Like,
3:13
am
3:13
I
3:13
putting
3:14
it
3:14
in
3:14
too
3:14
early?
3:15
Do
3:15
I
3:15
need
3:15
to
3:15
let
3:15
it
3:16
sit?
3:16
I
3:16
don't,
3:16
I
3:17
don't
3:17
know
3:17
what
3:17
I'm.
3:17
Doing,
3:17
but
3:18
I
3:18
have
3:18
no
3:18
idea.
3:19
I
3:19
cannot
3:19
help
3:20
you
3:20
on
3:21
I
3:21
feel
3:21
Saturday
3:22
for
3:22
her.
3:22
I
3:22
feel
3:23
like
3:23
you
3:23
need
3:23
to
3:23
remember
3:24
that
3:24
guy
3:24
we
3:25
interviewed
3:25
from
3:25
the
3:25
thermometer
3:26
company
3:26
and
3:26
outdoor
3:27
thermometer.
3:28
Yes,
3:29
I
3:29
know.
3:29
I
3:29
feel
3:29
like
3:30
you
3:30
or
3:30
whatever
3:30
it
3:30
is.
3:30
Yeah,
3:31
I
3:31
think
3:31
you
3:31
need
3:32
to
3:32
like
3:32
send
3:32
a
3:33
message
3:33
to
3:33
him
3:33
and
3:34
get
3:34
the,
3:34
the
3:34
download
3:35
on
3:35
like
3:35
what
3:36
you're
3:36
missing
3:36
because
3:37
my,
3:38
my
3:38
guess
3:38
is
3:38
that
3:39
guy
3:39
can
3:39
give
3:39
you
3:39
an
3:40
answer.
3:40
Yeah,
3:41
he
3:41
probably
3:41
does.
3:41
He
3:41
probably
3:41
has
3:42
like
3:42
a
3:42
step
3:42
by
3:42
step
3:42
technique
3:43
that
3:43
is,
3:44
is,
3:44
is
3:44
very,
3:45
very
3:46
helpful
3:46
to.
3:47
What
3:47
about
3:47
a
3:47
YouTube
3:48
video?
3:48
Did
3:48
you
3:49
watch
3:49
a
3:49
YouTube
3:49
video?
3:49
I'm
3:50
sure
3:50
there,
3:50
I'm
3:50
sure
3:50
there's
3:51
things
3:51
I.
3:51
And
3:52
just
3:52
a
3:52
question
3:52
of
3:52
how
3:52
much
3:52
time
3:53
do
3:53
I
3:53
want
3:53
to
3:53
invest
3:53
in
3:53
this,
3:54
but
3:54
I
3:54
guess
3:54
when
3:54
the
3:54
health
3:54
and
3:55
safety
3:55
of
3:55
my
3:55
family
3:55
is
3:56
involved,
3:56
I
3:56
probably
3:56
should.
3:57
How
3:57
about
3:58
you?
3:58
Were
3:58
you
3:58
the
3:58
chicken
3:59
wing
3:59
king?
4:00
The
4:00
wing.
4:00
The
4:01
wing
4:01
king
4:01
of
4:01
the
4:02
wing
4:02
Master.
4:02
No,
4:03
I
4:03
was
4:03
not
4:03
the
4:03
wing,
4:04
but
4:04
I
4:04
did
4:04
make
4:04
a
4:05
wonderful
4:05
burrata
4:05
salad
4:06
that
4:06
went
4:06
over
4:07
very
4:07
well.
4:08
So
4:08
I
4:08
think.
4:08
And
4:09
some
4:09
avocado
4:10
breakfast
4:10
toast.
4:10
So,
4:11
yes,
4:11
that,
4:12
that
4:12
went
4:12
swimmingly.
4:13
But
4:14
we
4:14
had
4:14
some
4:15
really
4:15
good.
4:15
Yes,
4:16
yes,
4:16
really
4:17
good.
4:17
Put
4:18
some
4:18
sea
4:18
salt
4:18
on
4:18
those
4:19
tomatoes.
4:19
Sea
4:19
salt.
4:20
Made
4:20
a
4:21
little
4:21
like
4:21
basil,
4:22
olive
4:22
oil.
4:22
Drizzle
4:23
it.
4:23
Wonderful.
4:24
So,
4:24
yes,
4:25
we
4:25
had
4:25
a
4:25
great,
4:25
we
4:26
had
4:26
a
4:26
great
4:26
time
4:28
and
4:28
the,
4:29
the
4:29
hot
4:29
sauces
4:30
were
4:30
great.
4:31
This
4:31
year,
4:32
like,
4:32
my
4:33
sister
4:33
curated
4:34
her
4:34
own
4:34
selection
4:35
from
4:35
the
4:35
Hot
4:35
Ones.
4:36
Highly
4:37
recommend
4:37
you
4:37
go
4:37
to
4:37
that
4:38
website
4:38
and
4:38
do
4:38
the
4:38
same
4:39
thing.
4:39
It's
4:39
really
4:40
wonderful.
4:40
You
4:41
don't
4:41
have
4:41
to
4:41
Pick
4:41
the
4:42
box.
4:42
You
4:42
can
4:43
pick
4:43
your
4:43
own
4:43
levels
4:44
and
4:44
they
4:44
say
4:45
like
4:45
this
4:45
is
4:46
the
4:46
1
4:46
through
4:46
10,
4:47
you
4:47
can
4:47
pick
4:47
from
4:48
these.
4:48
So,
4:49
so
4:49
the,
4:50
the
4:50
Thai
4:51
chili
4:51
and
4:52
there
4:52
was
4:52
a
4:52
Polish
4:53
hot
4:54
sausage
4:54
inspired
4:55
hot
4:55
sauce
4:56
that
4:56
was
4:56
extraordinary.
4:58
So
4:58
those
4:58
two
4:58
were
4:59
the
4:59
clear
4:59
winners.
5:00
Yeah.
5:00
Wow.
5:00
I
5:01
wonder
5:01
how
5:01
many
5:01
people
5:01
it
5:01
takes
5:02
to
5:02
put
5:02
in,
5:02
to
5:02
put
5:03
that
5:03
sauce
5:03
in
5:03
that
5:03
bottle.
5:04
Anyway,
5:04
all
5:05
right,
5:05
and
5:06
let's
5:06
get
5:07
to
5:07
this.
5:07
Should
5:07
we
5:08
get
5:08
this
5:08
show
5:08
going
5:09
after
5:09
that?
5:10
Which
5:10
I'm
5:10
Polish
5:11
fans,
5:11
so
5:12
yes,
5:12
yes.
5:12
I
5:13
love
5:13
Polish
5:13
jokes.
5:14
All
5:14
right,
5:14
well,
5:15
we
5:15
got
5:15
to
5:15
get
5:15
started
5:15
this
5:16
weekend
5:16
with
5:16
this
5:16
month's
5:17
Omni
5:17
Star.
5:18
Yes.
5:18
For
5:18
those
5:18
new
5:18
to
5:19
the,
5:19
new
5:19
to
5:19
the
5:19
podcast,
5:20
our
5:20
Omnistar
5:20
Award
5:21
is
5:21
the
5:21
award
5:21
we
5:22
give
5:22
out
5:22
each
5:22
month
5:23
in
5:23
partnership
5:23
with
5:24
Corso
5:24
to
5:24
recognize
5:24
the
5:25
top
5:25
omnichannel
5:26
operators
5:26
out
5:26
there.
5:26
Not
5:26
the
5:27
pundits,
5:27
not
5:28
the
5:28
so
5:28
called
5:28
experts,
5:29
but
5:29
the
5:29
real
5:29
life
5:30
retail
5:30
operators
5:31
making
5:31
a
5:31
difference
5:32
in
5:32
their
5:32
organizations.
5:33
Corso's
5:34
AI
5:34
co
5:34
pilot
5:35
coaches
5:35
retail
5:36
leaders
5:36
to
5:36
optimize
5:36
store
5:37
performance
5:37
at
5:37
every
5:37
level,
5:38
transform
5:39
retail
5:39
operations
5:40
from
5:40
data
5:40
overload
5:41
into
5:41
data
5:41
power
5:42
load.
5:42
And
5:42
congratulations
5:43
to
5:43
our
5:43
friends
5:43
at
5:43
Corso2
5:44
and
5:44
for
5:44
closing
5:45
their
5:45
series
5:45
B
5:46
round
5:46
recently.
5:47
This
5:47
week
5:47
too,
5:47
huge
5:48
news
5:48
for
5:48
them.
5:49
And
5:49
yeah,
5:49
they're
5:49
on
5:49
a
5:50
roll
5:50
for
5:50
sure.
5:50
But
5:51
this
5:51
month,
5:51
Dan,
5:51
we
5:52
are
5:52
excited
5:52
to
5:52
give
5:53
the
5:53
Omnistar
5:54
Award
5:54
to
5:55
Tracy
5:55
Brown,
5:56
the
5:56
EVP
5:57
President
5:57
and
5:58
Chief
5:58
Customer
5:58
Officer
5:59
at
5:59
Walgreens.
6:00
Now,
6:00
I'm
6:00
sure
6:01
some
6:01
of
6:01
you
6:01
might
6:01
be
6:01
asking,
6:02
why
6:02
would
6:02
you,
6:02
why
6:02
would
6:03
you
6:03
do
6:03
this?
6:03
Why
6:03
would
6:03
you
6:04
do
6:04
this,
6:04
Chrissy?
6:04
Dan?
6:04
Well,
6:05
because
6:05
Tracy
6:06
is
6:06
doing
6:06
what
6:06
we
6:07
love
6:07
here
6:07
at
6:07
Omnitok.
6:08
She
6:08
is
6:09
eating
6:09
what
6:09
she
6:10
cooks.
6:10
According
6:11
to
6:11
a
6:11
recent
6:11
LinkedIn
6:12
post
6:12
that
6:12
caught
6:12
our
6:12
attention,
6:13
Tracy
6:14
became
6:14
a
6:14
licensed
6:15
pharmacy
6:15
tech.
6:16
And
6:16
for
6:16
the
6:16
past
6:17
several
6:17
months.
6:17
This
6:18
is
6:18
so
6:18
cool.
6:18
Right?
6:19
And
6:19
for
6:19
the
6:19
past
6:20
several
6:20
months
6:21
has
6:21
been
6:21
working
6:21
in
6:22
Walgreens
6:22
pharmacies
6:23
on
6:23
the
6:23
weekends
6:24
as
6:24
a
6:24
better,
6:25
as
6:26
a,
6:26
as
6:26
a
6:26
way,
6:27
excuse
6:27
me,
6:27
to
6:27
better
6:28
understand
6:29
and
6:29
to
6:29
accelerate
6:30
change.
6:30
So
6:30
I
6:31
love
6:31
that,
6:31
man.
6:31
She's,
6:32
she's
6:32
like
6:32
working
6:33
in
6:33
the
6:33
pharmacies
6:34
on
6:34
the
6:34
weekends.
6:35
That's
6:35
exceptional.
6:36
I
6:36
mean,
6:37
yeah,
6:37
not
6:37
everyone
6:38
can
6:38
do
6:38
that,
6:38
Tracy,
6:39
but
6:40
wow,
6:40
wow.
6:41
So
6:41
impressed
6:42
by
6:42
your
6:42
dedication
6:44
to
6:44
your
6:45
teams
6:45
and
6:45
to
6:45
really
6:46
understanding
6:46
what's
6:46
going
6:46
on.
6:47
I'm
6:47
sure
6:47
they
6:47
appreciate
6:48
that
6:48
too.
6:49
Yeah,
6:49
yeah.
6:49
And
6:49
Tracy's
6:50
a
6:50
frequent
6:50
liker
6:51
and
6:51
follow
6:51
of
6:52
our
6:52
work
6:52
too.
6:52
So
6:52
shout
6:53
out
6:53
to
6:53
her
6:53
and
6:53
congrats
6:53
to
6:54
her
6:54
for
6:54
being
6:54
named
6:55
this
6:55
month's
6:55
Omni
6:55
Star.
6:56
All
6:56
right,
6:57
in
6:57
this
6:57
week's
6:57
Fast
6:57
Five,
6:58
we've
6:58
got
6:58
news
6:58
on
6:58
Amazon's
6:59
national
7:00
UK
7:00
partnership
7:01
with
7:01
GoPuff,
7:02
how
7:02
Staples
7:03
has
7:03
made
7:03
service
7:04
a
7:04
key
7:04
piece
7:05
of
7:05
its
7:05
business,
7:06
Sephora
7:06
working
7:07
with
7:07
Lyft
7:07
to
7:07
deliver
7:08
customers
7:08
to
7:09
its
7:09
stores
7:10
and
7:10
a
7:10
new
7:10
grocery
7:11
app
7:11
called
7:11
Grocery
7:12
Deals
7:13
deals
7:13
with
7:13
the
7:13
Z.
7:14
I
7:14
know
7:14
you
7:14
like
7:14
that
7:15
ad
7:15
that
7:15
allows
7:16
for
7:16
real
7:16
time
7:17
price
7:17
comparisons
7:18
but
7:18
we
7:18
begin
7:19
today
7:19
with
7:19
big
7:19
news
7:20
out
7:20
of
7:20
Walmart
7:20
because
7:21
I
7:21
feel
7:21
like
7:21
Dinner
7:22
Tonight
7:22
I
7:22
feel
7:23
like
7:23
dinner
7:23
Tonight.
7:24
And
7:25
oh
7:25
my
7:25
God.
7:26
Headline
7:26
number
7:27
one.
7:27
Walmart
7:28
is
7:28
attempting
7:29
to
7:29
answer
7:30
the
7:30
age
7:30
old
7:30
question
7:31
what's
7:32
for
7:32
dinner?
7:32
If
7:33
you
7:33
didn't
7:33
get
7:34
catch
7:34
that
7:34
from
7:34
Chris's
7:36
like
7:36
version
7:37
of
7:37
the
7:37
jingle
7:38
I
7:38
feel
7:38
like
7:38
Chicken
7:39
Tonight.
7:39
According
7:40
to
7:40
Progressive
7:40
Grocer,
7:41
Dinner
7:42
Tonight,
7:42
which
7:42
launched
7:43
in
7:43
early
7:43
June,
7:44
is
7:44
a
7:44
one
7:44
step
7:44
platform
7:45
on
7:45
Walmart's
7:45
website
7:46
and
7:46
app
7:46
that
7:47
aims
7:47
to
7:47
be
7:47
a
7:48
total
7:48
meal
7:48
solution
7:49
for
7:49
shoppers.
7:50
Customers
7:51
can
7:51
simply
7:51
type
7:52
in
7:52
Dinner
7:52
Tonight,
7:53
easy
7:53
dinner,
7:54
easy
7:54
meals
7:55
or
7:55
be
7:56
routed
7:56
directly
7:57
to
7:57
the
7:57
landing
7:57
page.
7:58
Dinner
7:58
Tonight
7:59
features
7:59
one
7:59
click
7:59
baskets
8:00
with
8:00
everything
8:00
from
8:01
spaghetti
8:01
and
8:01
meatballs
8:02
to
8:02
tacos
8:02
and
8:02
stir
8:03
fry
8:03
as
8:04
well
8:04
as
8:04
a
8:04
recipe
8:05
hub,
8:05
shoppable
8:06
lists
8:06
and
8:06
global
8:07
meal
8:07
inspiration.
8:08
Customers
8:08
can
8:09
also
8:09
use
8:09
the
8:09
platform
8:10
to
8:10
shop
8:10
for
8:10
hot
8:11
rotisserie
8:11
chickens,
8:12
wings
8:12
and
8:13
favorites
8:13
like
8:13
berry
8:14
Chantilly
8:15
cake
8:15
to
8:15
be
8:16
delivered
8:16
directly
8:17
from
8:17
Walmart's
8:18
deli
8:18
and
8:18
bakery.
8:19
Chris,
8:20
what's
8:20
the
8:20
verdict
8:21
on
8:21
Walmart's
8:22
Dinner
8:22
Tonight
8:22
platform?
8:24
Chantilly
8:25
I
8:25
I
8:26
actually
8:26
love
8:26
this
8:26
an
8:27
I
8:27
don't
8:27
know
8:28
if
8:28
you
8:28
tried
8:28
it
8:28
out
8:28
but
8:28
did
8:29
you
8:29
try
8:29
it
8:29
out
8:29
yesterday?
8:30
I
8:30
tried
8:30
it
8:30
too.
8:30
Yeah
8:31
and
8:32
it's
8:32
pretty
8:32
slick.
8:32
Like
8:32
you
8:33
preload
8:33
your
8:33
delivery
8:34
time
8:34
which
8:34
is
8:34
kind
8:34
of
8:35
cool.
8:35
Like
8:35
I
8:35
wasn't
8:36
expecting
8:36
that
8:36
to
8:37
do
8:37
that.
8:38
And
8:38
then
8:38
you
8:38
can
8:38
one
8:38
click
8:39
anything
8:39
you
8:39
want
8:39
from
8:40
recipes
8:40
to
8:40
ready
8:41
made
8:41
meals
8:41
to
8:42
heat
8:42
and
8:42
eat
8:42
options
8:42
like
8:43
it's
8:43
all
8:43
available
8:43
to
8:44
you
8:45
and
8:45
I
8:45
think
8:45
that's
8:45
great
8:46
because
8:46
it
8:46
hits
8:46
on
8:46
a
8:46
need
8:46
state
8:47
of
8:47
what
8:48
do
8:48
I
8:48
want
8:48
to
8:48
do
8:48
for
8:48
dinner?
8:49
Because
8:49
you
8:50
know,
8:50
and
8:50
it's
8:50
in
8:50
the
8:50
moment
8:51
too
8:51
which
8:51
is
8:51
long
8:52
made
8:52
meal
8:52
kit
8:53
options
8:53
kind
8:54
of
8:54
impractical
8:54
and
8:54
wasteful
8:55
at
8:55
the
8:55
end
8:55
of
8:55
the
8:55
day
8:55
because
8:56
you
8:56
have
8:56
to
8:56
pre
8:56
order
8:56
all
8:56
that
8:56
stuff
8:57
in
8:57
advance.
8:57
Then
8:57
you're
8:57
like
8:58
I
8:58
don't,
8:58
I
8:58
don't
8:58
want
8:59
chicken
8:59
Kiev
9:00
for
9:00
dinner
9:00
tonight.
9:00
Right.
9:01
Like
9:01
that's
9:01
just
9:01
not,
9:02
not
9:02
something
9:02
I'm
9:02
in
9:02
the
9:02
mood
9:03
for.
9:03
So
9:03
this,
9:03
this
9:04
changes
9:04
that.
9:04
And
9:05
the
9:05
other
9:05
point
9:05
I
9:05
would
9:05
make
9:06
is
9:06
I
9:06
could
9:06
see
9:07
the
9:07
way
9:07
it
9:07
works.
9:08
I
9:08
could
9:08
see
9:08
people
9:09
using
9:09
it
9:09
habitually.
9:10
But
9:11
the
9:11
thing
9:11
I
9:11
love
9:11
most
9:12
about
9:12
it
9:12
and
9:12
is
9:13
I
9:13
go
9:13
back.
9:14
It
9:14
goes
9:14
back
9:14
to
9:14
a
9:14
prediction
9:15
I
9:15
made
9:15
in
9:15
2018
9:16
where
9:17
I
9:17
said
9:17
meal
9:17
kits
9:17
were
9:18
going
9:18
to
9:18
go
9:18
the
9:18
way
9:18
of
9:18
the
9:18
dodo
9:19
bird
9:19
and
9:20
I
9:20
called
9:20
them
9:20
in
9:20
Forbes
9:21
the
9:21
equivalent
9:21
of
9:22
the
9:22
stylus
9:22
on
9:22
the
9:22
Palm
9:23
Pilot.
9:23
Because
9:24
an
9:24
actual
9:24
grocery
9:25
store
9:25
is
9:25
a
9:26
meal
9:26
kit
9:26
when
9:26
you
9:27
think
9:27
about
9:27
it,
9:28
when
9:28
it's
9:28
supercharged
9:29
with
9:29
technology
9:29
and
9:30
technology
9:30
can
9:30
just
9:30
do
9:30
it
9:31
better.
9:31
So
9:31
that's
9:31
what
9:31
Walmart
9:32
is
9:32
doing
9:32
here.
9:33
They're
9:33
taking
9:33
the
9:33
idea
9:34
and
9:34
they're
9:34
making
9:34
it
9:34
better.
9:35
And
9:35
so
9:35
kudos
9:35
to
9:36
them
9:36
and
9:36
I
9:36
love
9:36
them
9:36
yet
9:37
again
9:37
for
9:37
what
9:37
I
9:37
think
9:37
is
9:38
a,
9:38
is
9:38
a,
9:38
is
9:39
a
9:39
platform
9:39
with
9:39
a
9:39
lot
9:39
of
9:40
potential
9:40
here.
9:40
Just
9:41
depends
9:41
on
9:41
how
9:41
they,
9:42
how
9:42
they
9:42
manipulate
9:42
it
9:43
over
9:43
time.
9:43
I
9:44
think
9:44
potential
9:44
is
9:45
the
9:45
key
9:45
word
9:45
here.
9:45
I
9:46
mean,
9:46
looking
9:46
at
9:46
it
9:46
right
9:47
now,
9:47
there's
9:47
nothing
9:47
revolutionary
9:48
about
9:48
this.
9:49
It's,
9:49
that's
9:49
the
9:49
same
9:50
thing
9:50
that
9:50
you
9:50
see
9:50
on
9:51
a
9:51
lot
9:51
of
9:51
sites,
9:52
with
9:52
the
9:52
exception
9:53
of
9:53
how
9:54
the
9:54
they're
9:54
going
9:55
through
9:55
and
9:55
you're
9:55
planning
9:55
your
9:56
time.
9:56
But
9:57
if
9:57
you
9:57
just
9:57
go
9:57
to
9:58
dinner
9:58
tonight,
9:58
like,
9:59
yes,
9:59
there's
9:59
a
9:59
recipe
10:00
hub.
10:00
Yes,
10:00
yes,
10:00
there's,
10:01
you
10:01
know,
10:01
there's,
10:02
you
10:02
can
10:02
pick
10:02
heat
10:03
neat
10:03
meals,
10:03
like
10:03
a
10:03
lot
10:04
of
10:04
retailers
10:04
are
10:04
doing
10:04
this.
10:05
But
10:05
I
10:05
think
10:05
what
10:06
is
10:06
interesting
10:06
about
10:07
this
10:07
is
10:08
number
10:08
one,
10:09
the
10:09
speed.
10:10
No
10:10
grocer
10:11
can
10:11
match
10:12
this
10:12
speed.
10:12
And
10:13
this
10:13
collection
10:14
of
10:14
recipes
10:14
right
10:15
now,
10:15
like
10:15
Walmart
10:16
can,
10:16
I
10:17
mean
10:17
it.
10:17
And,
10:18
and
10:18
on
10:18
top
10:19
of
10:19
it,
10:19
which
10:19
I
10:19
think
10:19
is
10:19
even
10:20
better,
10:20
is
10:20
like
10:20
when
10:21
I,
10:21
what
10:21
I
10:21
did
10:21
yesterday
10:22
was
10:23
ordering
10:23
all
10:23
of
10:24
these
10:24
things,
10:24
plus
10:25
a
10:25
few
10:25
of
10:25
essentials.
10:26
Like,
10:26
my
10:26
kid
10:26
needed
10:27
sunscreen,
10:27
an
10:27
extra
10:28
bottle
10:28
of
10:28
sunscreen.
10:28
So
10:29
it's
10:29
like,
10:29
oh,
10:29
all
10:29
of
10:29
these
10:30
things
10:30
that
10:31
truly
10:31
make
10:31
sense
10:32
to
10:32
happen
10:32
in
10:33
this
10:33
one
10:33
moment.
10:34
And
10:34
what
10:35
I
10:35
love
10:35
even
10:35
more
10:35
is
10:36
that
10:36
I
10:36
think
10:36
Sparky
10:37
is
10:37
not
10:37
even
10:38
integrated
10:38
into
10:38
this
10:39
yet
10:39
fully.
10:39
Like,
10:40
you
10:40
have
10:40
to
10:40
go
10:40
to
10:40
a
10:40
different
10:43
place
10:43
to
10:43
ask
10:43
Sparky
10:44
a
10:44
question,
10:44
but
10:45
it
10:45
is
10:45
serving
10:46
up
10:46
the
10:46
content.
10:46
So
10:46
if
10:46
you
10:47
went
10:47
to
10:47
Walmart
10:47
and
10:47
you're
10:47
like,
10:48
what's
10:48
for
10:48
dinner
10:48
tonight,
10:49
Sparky?
10:49
It'll
10:50
pop
10:50
up.
10:51
The
10:52
key
10:52
thing
10:52
here
10:52
is
10:53
that
10:53
not
10:53
only
10:53
will
10:54
that
10:54
pop
10:54
up
10:54
on
10:55
if
10:55
you're
10:55
on
10:55
Walmart.
10:56
Com
10:56
searching
10:56
for
10:57
it,
10:57
but
10:57
when
10:57
more
10:57
and
10:58
more
10:58
people
10:58
are
10:58
going
10:59
to
10:59
chatgpt
11:00
asking
11:00
the
11:01
same
11:01
question,
11:01
question,
11:01
what's
11:02
for
11:02
dinner
11:02
tonight?
11:03
Walmart
11:03
will
11:04
be
11:04
showing
11:04
up
11:05
there.
11:05
These
11:05
recipes
11:06
will
11:06
be
11:06
showing
11:06
up
11:07
there.
11:07
They've
11:07
done
11:08
all
11:08
the
11:08
right
11:08
things
11:08
to
11:09
connect
11:09
all
11:09
the
11:09
dots
11:10
here
11:10
so
11:10
that
11:10
you
11:11
make
11:11
sure
11:11
that
11:12
you're
11:12
showing
11:12
up
11:12
and
11:13
you're
11:13
going
11:13
to
11:13
pay
11:14
off
11:14
that
11:14
experience
11:15
tenfold
11:16
once
11:16
people
11:17
realize,
11:17
oh,
11:17
wow,
11:18
I
11:18
can,
11:18
I
11:19
can
11:19
get
11:19
this
11:19
to
11:19
my
11:20
house
11:20
in
11:20
an
11:20
hour
11:21
or
11:21
less.
11:22
Hitting
11:22
on
11:22
that
11:23
that
11:23
needs
11:24
state
11:24
that
11:24
you
11:24
talked
11:24
about
11:25
earlier.
11:26
Yeah,
11:26
I
11:26
mean,
11:26
I
11:26
wonder,
11:27
I
11:27
wonder
11:27
if
11:27
it
11:27
actually
11:27
isn't
11:28
a
11:28
more
11:28
budget
11:28
friendly
11:29
Way
11:29
to
11:29
actually
11:29
do
11:29
your
11:29
grocery
11:30
shopping
11:30
too.
11:30
Like
11:30
when
11:31
you're
11:31
just
11:31
buying
11:31
your
11:31
dinner
11:32
in
11:32
the
11:32
moment
11:32
every
11:33
day
11:33
for
11:33
what
11:33
you
11:34
feel
11:34
like
11:34
you
11:34
and
11:34
your
11:34
are
11:35
going
11:35
to
11:35
want
11:35
to
11:35
eat
11:36
and
11:36
you're
11:36
paying
11:36
the
11:36
fee
11:37
for
11:37
Walmart
11:37
plus
11:37
but
11:38
then
11:38
you
11:38
get
11:38
the
11:38
delivery,
11:38
you
11:39
know,
11:39
at
11:39
a,
11:39
at
11:39
a,
11:39
you
11:40
know,
11:40
reduced
11:40
rate
11:41
and
11:41
so
11:41
like
11:41
you
11:42
know,
11:42
you're
11:42
not
11:42
wasting
11:43
food
11:43
anymore
11:43
either.
11:44
So
11:44
like
11:44
I,
11:44
I
11:45
think
11:45
this
11:45
is,
11:45
this
11:46
is
11:46
great
11:46
for
11:46
both
11:47
income
11:47
stratas
11:47
which
11:48
Walmart
11:48
is
11:48
killing
11:48
at.
11:49
They're
11:49
killing
11:49
it,
11:49
you
11:49
know,
11:50
the
11:50
traditional
11:51
customer
11:51
that
11:51
they
11:51
have
11:51
and
11:52
then
11:52
expanding
11:52
it
11:52
into
11:53
people,
11:53
you
11:53
know,
11:54
with
11:54
the
11:54
higher
11:54
income
11:54
echelons
11:55
for
11:55
the
11:55
reasons
11:55
that
11:55
you,
11:56
you
11:56
described.
11:57
So
11:57
yeah,
11:57
I
11:57
think
11:58
it's
11:58
great.
11:59
All
11:59
right,
11:59
headline
11:59
number
12:00
two.
12:00
Amazon
12:00
has
12:01
rolled
12:01
out
12:01
15
12:01
minute
12:02
grocery
12:02
deliveries
12:03
to
12:03
cities
12:03
across
12:04
the
12:04
UK
12:05
after
12:05
striking
12:05
a
12:06
national
12:06
partnership
12:06
with
12:07
rapid
12:07
delivery
12:08
firm
12:08
Gopuff.
12:09
According
12:10
to
12:10
a
12:10
retail
12:10
gazette,
12:11
the
12:11
ultra
12:11
fast
12:12
service
12:12
First
12:12
Child
12:13
in
12:13
Birmingham.
12:14
Birmingham,
12:14
like
12:15
I
12:15
said,
12:15
Birmingham
12:16
and
12:16
I
12:16
do
12:16
trying
12:17
to
12:17
pull
12:17
out
12:17
my
12:17
Ben,
12:18
my
12:18
best
12:18
Ben
12:18
Miller
12:18
impersonation
12:19
and
12:20
Salford
12:20
in
12:20
May
12:21
is
12:21
now
12:21
available
12:21
in
12:22
cities
12:22
including
12:22
London,
12:23
Manchester,
12:24
Liverpool,
12:24
Leeds
12:24
Green,
12:25
Cardiff,
12:25
Bristol
12:26
and
12:26
Sheffield.
12:26
If
12:26
you're
12:27
keeping
12:27
score
12:27
at
12:27
home,
12:28
Amazon
12:28
customers
12:29
can
12:29
now
12:29
order
12:29
groceries,
12:30
cleaning
12:30
products,
12:30
baby
12:31
supplies
12:31
and
12:31
alcohol
12:32
24,7
12:33
via
12:33
a
12:33
retailer's
12:34
website
12:34
or
12:34
app.
12:35
With
12:35
delivery
12:35
speeds
12:35
of
12:36
as
12:36
little
12:36
as
12:36
15
12:36
minutes
12:37
in
12:37
some
12:37
areas.
12:38
The
12:39
move
12:39
is
12:39
powered
12:39
by
12:40
GoPuff's
12:40
network
12:40
of
12:41
micro
12:41
fulfillment
12:42
centers
12:42
strategically
12:43
located
12:43
close
12:43
to
12:44
customers
12:44
to
12:45
enable
12:45
near
12:45
instant
12:46
delivery.
12:47
The
12:47
tie
12:47
up
12:47
adds
12:48
the
12:48
online
12:48
giant's
12:49
growing
12:49
roster
12:49
of
12:49
grot
12:50
grocery
12:50
partners
12:51
including
12:52
Morrisons
12:52
Co
12:53
Op
12:53
and
12:53
Iceland,
12:54
as
12:54
the
12:54
e
12:55
commerce
12:55
giant
12:56
steps
12:56
up
12:56
its
12:56
focus
12:57
on
12:57
convenience
12:57
and
12:58
speed
12:58
in
12:58
the
12:58
competitive
12:59
UK
12:59
grocery
13:00
market.
13:00
And
13:01
my
13:01
question
13:01
for
13:01
you,
13:02
do
13:02
you
13:02
think
13:02
Amazon's
13:03
UK
13:03
partnership
13:04
with
13:04
GoPuff
13:04
says
13:05
more
13:05
about
13:05
the
13:05
state
13:05
of
13:06
Amazon
13:06
or
13:07
the
13:07
state
13:07
of
13:07
Gopuff?
13:09
I
13:09
mean
13:09
I
13:10
immediately
13:11
thought
13:11
like
13:11
what's
13:12
poor
13:13
Gopuff
13:13
like?
13:14
They
13:14
must
13:14
be
13:14
in
13:15
some
13:15
dire
13:15
streets
13:15
here
13:16
that
13:16
they're
13:16
just
13:16
like,
13:16
well
13:17
we're
13:17
just
13:17
going
13:17
to
13:17
white
13:17
label
13:18
for
13:18
Amazon
13:18
now
13:19
like
13:19
it's
13:20
a
13:20
business
13:20
model.
13:20
But
13:21
it
13:21
certainly
13:22
is
13:22
quite
13:22
a
13:22
departure
13:23
from
13:23
where
13:23
they
13:24
were,
13:24
you
13:24
know,
13:25
two
13:25
or
13:25
three
13:25
or
13:26
however
13:26
many
13:26
grocery
13:27
shops
13:27
ago
13:27
that
13:27
was
13:28
where
13:28
they
13:28
were
13:28
on
13:28
stage
13:29
talking
13:29
about
13:29
how
13:29
they
13:29
were
13:30
going
13:30
to
13:30
dominate
13:30
the
13:31
delivery
13:32
space,
13:32
especially
13:32
the
13:33
rapid
13:33
delivery
13:33
space.
13:34
So
13:34
for
13:34
me
13:35
I,
13:36
I
13:36
question
13:37
what
13:37
this
13:38
does
13:38
for
13:38
Gopuff
13:39
in
13:39
the
13:39
long
13:39
run
13:40
because
13:40
they
13:41
are
13:41
losing
13:41
all
13:41
the
13:42
customer
13:42
data
13:42
to
13:43
Amazon.
13:43
Like
13:44
the,
13:44
all
13:44
the,
13:44
all
13:45
the
13:45
value
13:45
of
13:45
this
13:46
is
13:46
going
13:47
away.
13:47
And
13:48
so
13:48
it
13:48
just
13:48
seems
13:49
like,
13:49
can
13:49
the
13:49
Gopuff
13:50
model
13:50
still
13:50
sustain
13:51
itself
13:51
on
13:52
just
13:52
being
13:52
a
13:52
white
13:52
label
13:53
delivery
13:53
provider
13:55
and
13:55
especially
13:55
when
13:55
you
13:56
think
13:56
about
13:56
who
13:57
we're
13:57
talking
13:57
about
13:58
here
13:58
now
13:58
with
13:58
Amazon.
13:59
And
13:59
I
13:59
think
13:59
that's
14:00
the
14:00
question
14:00
that
14:00
I
14:00
have,
14:01
like,
14:01
do
14:01
they
14:02
get
14:02
to
14:02
test
14:02
the
14:02
logistics
14:03
and
14:03
the
14:03
validity
14:03
of
14:03
15
14:04
minute
14:04
delivery
14:04
and
14:05
the
14:05
need
14:05
here
14:05
without
14:06
building
14:06
their
14:06
own
14:07
network?
14:07
Yes,
14:08
this
14:08
is
14:08
a
14:08
huge
14:08
value
14:09
to
14:09
them,
14:10
but
14:10
I
14:10
have
14:10
to
14:10
imagine
14:11
that
14:11
once
14:11
they
14:11
figure
14:12
this
14:12
out,
14:13
they're
14:13
just
14:13
going
14:13
to
14:14
learn
14:14
everything
14:15
from
14:15
Gopuff,
14:16
replicate
14:16
it
14:16
for
14:16
themselves
14:17
in
14:17
some
14:17
way
14:17
and
14:18
then
14:18
either
14:19
figure
14:19
out
14:19
it,
14:20
A,
14:20
it's
14:20
not
14:20
financially
14:21
feasible,
14:21
we're
14:21
going
14:21
to
14:22
shut
14:22
it
14:22
down,
14:22
or
14:22
B,
14:23
we'll
14:23
just
14:23
do
14:24
this
14:24
better
14:24
ourselves.
14:24
I,
14:25
I
14:25
don't
14:25
see
14:26
this
14:26
as
14:26
like
14:26
a
14:27
lasting
14:27
partnership.
14:28
But
14:28
what
14:28
do
14:28
you,
14:28
where
14:29
do
14:29
you
14:29
land
14:29
on
14:30
it?
14:30
What
14:30
do
14:30
you
14:30
think
14:30
that
14:31
that's
14:31
interesting.
14:32
And
14:32
one
14:32
point,
14:32
one
14:32
point
14:33
of
14:33
clarification
14:33
for
14:33
the
14:33
audience
14:34
too.
14:34
It
14:34
was
14:34
a
14:34
little
14:34
unclear,
14:34
like
14:35
how
14:35
this
14:35
is
14:35
actually
14:35
from
14:36
the
14:36
article
14:36
is
14:36
a
14:36
little
14:36
unclear
14:37
on
14:37
how
14:37
this
14:37
actually
14:37
shows
14:38
up
14:38
on
14:38
Amazon.
14:38
Like
14:38
I'm,
14:39
I
14:39
think
14:39
given
14:40
the
14:40
allusions
14:40
to
14:41
Morrisons
14:42
and
14:42
co
14:43
op
14:43
and
14:43
stuff,
14:43
like,
14:44
I
14:44
think
14:44
it
14:44
probably
14:44
shows
14:45
up
14:45
as
14:45
like
14:45
on
14:45
their
14:45
marketplace,
14:46
like
14:46
Gopuff
14:47
is
14:47
the
14:47
vendor,
14:47
but
14:47
I
14:47
don't,
14:48
I
14:48
don't
14:48
know
14:48
for
14:48
sure.
14:49
So
14:49
I
14:49
don't
14:49
know
14:49
if.
14:49
Yeah,
14:50
you
14:50
know
14:50
it
14:50
said
14:50
that
14:51
you
14:51
go
14:51
to
14:51
Amazon,
14:52
right?
14:52
You
14:52
go
14:52
to
14:52
Amazon.
14:53
You.
14:53
Yeah,
14:53
you
14:53
go
14:54
to
14:54
Amazon.
14:54
So.
14:54
Yeah,
14:55
yeah,
14:55
so.
14:56
But
14:56
it's
14:56
hard
14:56
to
14:56
tell.
14:56
So,
14:57
but
14:57
I
14:57
think,
14:57
you
14:58
know,
14:58
I
14:58
think
14:58
it
14:59
says
14:59
a
14:59
lot
14:59
about
14:59
both,
15:00
but
15:00
I
15:01
think
15:01
it
15:01
says
15:01
more
15:01
about
15:01
Amazon.
15:02
You
15:02
know,
15:02
for
15:02
Gopuff,
15:03
you
15:04
know,
15:04
it's
15:04
like
15:04
you're
15:04
saying
15:04
they
15:04
can't
15:05
make
15:05
it
15:05
alone.
15:05
They
15:05
need,
15:06
they
15:06
need
15:06
the
15:06
scale
15:07
to
15:07
make
15:07
their
15:08
delivery
15:08
model
15:08
even
15:08
work
15:09
at
15:09
a
15:09
profit,
15:09
from
15:09
a
15:10
profit
15:10
perspective
15:10
is
15:10
my
15:11
guess,
15:11
which
15:11
is
15:11
not
15:11
a
15:11
surprise
15:12
to
15:12
anyone.
15:13
For
15:14
Amazon
15:14
though,
15:15
like,
15:15
I
15:15
think
15:15
there's
15:16
some
15:16
interesting
15:16
angles
15:17
here
15:17
which
15:17
I
15:17
potentially
15:18
disagree
15:18
with
15:18
you
15:18
a
15:18
little
15:18
bit,
15:19
or
15:19
not
15:19
disagree
15:19
with
15:20
you,
15:20
but
15:20
I
15:20
think
15:20
there's
15:20
some
15:20
extensions
15:21
here
15:21
that
15:21
we
15:21
have
15:21
to
15:21
think
15:22
about.
15:22
I
15:23
mean,
15:23
it
15:23
tells
15:23
me
15:23
they're
15:23
definitely
15:24
taking
15:24
the
15:24
marketplace
15:25
approach
15:25
in
15:25
the
15:25
uk,
15:26
you
15:26
know,
15:26
which
15:27
again,
15:27
like
15:27
we've
15:28
asked
15:28
on
15:28
the
15:28
show,
15:28
like,
15:28
why
15:29
are
15:29
the
15:29
grocers
15:29
signing
15:30
up
15:30
for
15:30
this?
15:30
That's
15:30
my
15:31
number
15:31
one
15:31
question,
15:31
like,
15:32
why
15:32
are
15:32
you
15:32
giving
15:32
Amazon
15:33
this
15:33
position
15:33
of
15:33
strength?
15:34
But
15:35
number
15:35
two,
15:36
why
15:36
is
15:36
Amazon
15:37
having
15:37
so
15:37
much
15:37
trouble
15:38
going
15:38
direct
15:38
and
15:39
establishing
15:39
a
15:39
grocery
15:40
foothold
15:40
in
15:40
the
15:40
market,
15:41
similar
15:41
to
15:41
the
15:41
trouble
15:41
they're
15:42
having
15:42
over
15:42
here
15:42
in
15:42
the
15:42
States?
15:43
So
15:44
that's
15:44
the
15:44
one
15:44
thing
15:44
where
15:44
I'm
15:45
like,
15:45
okay,
15:46
can
15:46
they
15:46
ever
15:46
really
15:47
go
15:47
Direct.
15:47
I
15:47
mean,
15:47
if
15:48
they're
15:48
doing
15:48
this,
15:48
like,
15:49
you
15:49
know,
15:49
they're,
15:50
they're
15:50
using
15:50
the
15:50
marketplace
15:51
partners
15:51
to
15:51
help
15:51
them
15:52
reach
15:52
the
15:52
market.
15:53
But
15:53
like
15:53
the
15:54
idea
15:54
of
15:54
going
15:54
direct
15:54
eventually,
15:55
I
15:56
don't
15:56
know
15:56
if
15:56
that's
15:56
their
15:57
game
15:57
because.
15:57
And
15:58
we'll
15:58
talk
15:58
about
15:58
this
15:58
more
15:58
in
15:58
headline
15:59
5.
16:00
I'm
16:00
wondering
16:00
if
16:00
they're
16:01
actually
16:01
setting
16:01
this
16:01
up
16:01
more
16:02
for
16:02
like
16:02
an
16:02
agentic
16:03
AI
16:03
play
16:03
where
16:03
they
16:04
have
16:04
the
16:04
stable
16:04
of
16:05
grocers
16:05
online
16:06
and
16:06
then
16:06
they
16:06
can,
16:07
you
16:07
know,
16:07
mix
16:08
and
16:08
match
16:08
people
16:08
and
16:09
delivery
16:09
times
16:10
and
16:10
expectations
16:11
to
16:11
that
16:11
for
16:12
them.
16:12
And
16:12
they're
16:13
kind
16:13
of
16:13
saying,
16:13
you
16:13
know
16:13
what,
16:13
we
16:14
don't
16:14
want
16:14
to
16:14
be
16:14
in
16:14
this
16:14
logistics
16:15
game,
16:15
especially
16:16
in
16:16
this
16:16
market,
16:17
but
16:17
let's
16:17
start
16:17
thinking
16:18
about
16:18
the
16:18
next
16:18
wave
16:19
of
16:19
how
16:19
customers
16:20
are
16:20
going
16:20
to
16:20
interact
16:20
for
16:21
groceries
16:21
with
16:22
us
16:22
and
16:23
let's
16:23
start
16:23
to
16:23
put
16:24
in
16:24
the
16:24
infrastructure
16:25
for
16:25
that.
16:25
And
16:26
we'll
16:26
talk
16:26
more
16:26
about
16:26
that
16:26
in
16:27
Headline
16:27
five
16:27
particularly.
16:28
But,
16:28
but
16:29
I
16:29
think
16:29
that's,
16:30
that's
16:30
potentially
16:31
the
16:31
one
16:31
thing
16:32
I'm
16:32
like,
16:32
maybe
16:33
there's
16:33
like
16:33
a
16:33
different
16:34
endgame
16:34
here
16:34
that
16:34
just
16:35
isn't
16:35
as
16:35
obvious.
16:36
I
16:37
hadn't
16:37
thought
16:37
about
16:37
that.
16:38
So
16:38
you
16:38
think
16:38
that
16:39
Amazon.
16:40
So
16:41
Amazon
16:41
would
16:41
be
16:41
like
16:42
taking
16:42
multiple
16:43
groceries
16:43
orders
16:44
for
16:44
different
16:45
things.
16:45
You
16:46
just
16:46
order
16:46
it
16:46
all
16:47
through
16:47
Amazon
16:48
and
16:48
then
16:48
it
16:48
all
16:49
arrives
16:49
at
16:49
different
16:50
times
16:50
based
16:50
on
16:50
when
16:51
they're
16:51
doing
16:51
the
16:51
pickups.
16:52
Yeah,
16:53
especially
16:53
when
16:53
you
16:53
think
16:54
about
16:54
the
16:54
value
16:54
of
16:54
Amazon,
16:55
which
16:55
is
16:55
always
16:55
about
16:55
selection
16:56
and
16:56
price.
16:56
So
16:56
you
16:57
get
16:57
the
16:57
agentic
16:57
AI
16:58
agents
16:58
working
16:59
for
16:59
you
16:59
to
16:59
do
16:59
your
16:59
grocery
17:00
shopping
17:00
and
17:00
you
17:00
can
17:00
find
17:00
the
17:01
lowest
17:01
price
17:01
of
17:01
whatever
17:02
item
17:02
you're
17:02
looking
17:03
for
17:03
and
17:04
has
17:04
the
17:04
selection
17:05
and
17:05
can
17:05
get
17:05
you
17:05
the
17:06
delivery
17:06
speed
17:06
that
17:06
you
17:06
want
17:07
too.
17:07
Do
17:07
you
17:07
want
17:07
15
17:07
minutes?
17:08
You
17:08
want
17:08
next
17:08
day?
17:08
You
17:09
want,
17:09
you
17:09
know,
17:10
two
17:10
day,
17:10
whatever
17:10
it
17:11
is?
17:11
I
17:11
think
17:11
that's
17:12
potentially
17:12
the
17:12
idea
17:13
here
17:13
that
17:13
I
17:13
think,
17:13
you
17:14
know,
17:14
I
17:14
think
17:14
it's
17:15
something
17:15
we
17:15
need
17:15
to
17:15
be
17:15
thinking
17:16
about
17:16
more
17:16
consciously
17:17
than
17:17
we
17:17
probably
17:18
are
17:18
when
17:18
we
17:18
read
17:18
the
17:18
headline,
17:19
you
17:19
know,
17:19
just
17:19
on
17:19
its
17:20
face
17:20
value.
17:21
Right,
17:21
yeah,
17:22
hadn't
17:22
even
17:22
thought
17:22
about
17:23
that.
17:23
It's
17:23
one
17:23
of
17:24
the
17:24
beauties
17:24
of
17:25
doing.
17:25
This
17:26
show,
17:26
having
17:27
epiphanies
17:27
in
17:28
the
17:28
moment
17:28
and
17:28
having
17:28
something
17:29
like
17:29
an
17:29
epiphany
17:29
in
17:29
the
17:30
moment.
17:30
Yes,
17:30
yes.
17:31
All
17:31
right,
17:31
well,
17:32
let's
17:32
go
17:32
on
17:32
to
17:32
headline
17:33
number
17:33
three.
17:33
Maybe
17:34
another
17:34
epiphany
17:35
will
17:35
be
17:35
here.
17:36
Not
17:36
so
17:36
sure,
17:36
though.
17:37
Staples
17:37
appears
17:38
to
17:38
be
17:38
angling
17:38
for
17:39
new
17:39
relevance
17:40
with
17:40
services
17:41
on
17:41
top
17:42
of
17:42
office
17:42
supplies.
17:43
According
17:43
to
17:43
modern
17:43
retail
17:44
other
17:44
than
17:44
pens
17:45
and
17:45
computer
17:46
paper,
17:46
business
17:46
retailer
17:47
Staples
17:48
says
17:49
these
17:49
days
17:49
they
17:50
derive
17:51
traffic
17:52
from
17:52
services
17:53
like
17:53
printing,
17:54
shipping
17:54
and
17:55
passports.
17:56
Chris.
17:56
Most
17:56
recently
17:58
this
17:58
includes
17:58
a
17:58
pilot
17:59
with
17:59
Verizon
17:59
to
17:59
sell
18:00
phones
18:00
and
18:00
devices
18:01
in
18:01
store,
18:01
plus
18:02
business
18:02
specific
18:03
services
18:03
like
18:03
Internet
18:04
and
18:04
phone
18:04
plans.
18:05
President
18:06
of
18:06
Staples
18:06
US
18:07
Retail
18:08
Marshall
18:09
Warkington
18:10
said
18:10
that
18:10
the
18:10
company
18:11
introduced
18:11
the
18:11
partnership
18:12
with
18:12
Verizon
18:13
in
18:13
five
18:13
stores
18:14
earlier
18:14
this
18:14
year
18:14
and
18:15
will
18:15
expand
18:15
it
18:16
to
18:16
30
18:17
more
18:17
stores
18:17
later
18:18
this
18:18
summer.
18:19
Once
18:19
a
18:19
mainstay
18:20
of
18:20
the
18:20
Fortune
18:20
500
18:21
list,
18:21
Staples
18:21
lost
18:22
ground
18:22
in
18:22
the
18:22
office
18:22
supply
18:23
sales
18:23
during
18:23
the
18:23
mid
18:24
2010s
18:24
amid
18:25
competition
18:25
from
18:26
e
18:26
commerce
18:26
players.
18:27
An
18:27
attempt
18:28
to
18:28
acquire
18:28
Office
18:28
Depot
18:29
and
18:29
Office
18:29
Max
18:30
in
18:30
2015
18:31
failed
18:31
on
18:31
antitrust
18:32
grounds
18:32
and
18:33
and
18:33
the
18:33
company
18:33
then
18:33
pivoted
18:34
to
18:34
a
18:34
B2B
18:35
strategy
18:35
and
18:35
was
18:36
bought
18:36
by
18:36
Sycamore
18:37
Partners
18:37
in
18:37
2017.
18:38
As
18:39
a
18:39
private
18:39
company,
18:39
Staples
18:40
doesn't
18:40
share
18:40
revenue
18:41
or
18:41
profit
18:42
figures,
18:42
but
18:42
its
18:42
future
18:43
relies
18:43
on
18:43
its
18:44
ability
18:44
to
18:44
provide
18:44
business
18:45
services
18:46
out
18:46
of
18:46
about
18:46
945
18:47
locations
18:48
that
18:48
are
18:49
within
18:49
roughly
18:50
five
18:50
miles
18:51
of
18:51
90%
18:52
of
18:52
the
18:52
US
18:53
population.
18:54
Printing
18:55
is
18:55
still
18:55
the
18:55
main
18:56
driver
18:57
for
18:57
the
18:58
and
18:59
they
18:59
can
18:59
print
18:59
from
19:00
the
19:00
design
19:00
service
19:00
Canva,
19:01
which
19:01
allows
19:02
users
19:02
to
19:02
pick
19:02
up
19:03
items
19:04
store.
19:04
In
19:05
2022,
19:05
it
19:05
introduced
19:06
same
19:07
day
19:07
passport
19:07
photos
19:08
and
19:08
processing
19:08
services,
19:09
and
19:09
about
19:10
200
19:10
stores
19:11
also
19:11
offer
19:11
TSA
19:12
pre
19:12
check
19:12
enrollment,
19:13
yielding
19:13
about
19:14
1
19:14
million
19:15
approvals
19:15
a
19:16
year.
19:17
Chris,
19:17
that
19:17
was
19:17
a
19:18
lot
19:18
of
19:18
information.
19:19
Are
19:20
you
19:20
buying
19:21
the
19:21
services
19:21
salvation
19:22
story
19:23
at
19:23
staples?
19:25
Absolutely
19:25
not.
19:25
100%?
19:26
No.
19:26
I'm
19:27
not
19:27
buying
19:27
it
19:28
one
19:28
iota
19:29
ann.
19:29
And
19:30
the
19:30
reason
19:30
for
19:30
that
19:30
is
19:30
pretty
19:31
simple
19:31
for
19:31
me.
19:31
Like
19:32
if
19:32
your
19:32
core
19:32
business,
19:33
as
19:33
the
19:33
article
19:34
says,
19:34
is
19:34
still
19:35
printing,
19:36
that's
19:36
a
19:36
dying
19:36
business.
19:37
Like
19:37
at
19:38
the
19:38
end
19:38
of
19:38
the
19:38
day,
19:38
there's
19:39
no
19:39
two
19:39
bones
19:39
about
19:39
it.
19:40
It's
19:40
a
19:40
dying
19:40
business
19:41
and
19:41
the
19:41
services
19:42
that
19:42
you're
19:42
offering
19:43
that
19:43
you're
19:43
purporting
19:44
are
19:44
helping
19:44
you.
19:45
Passport
19:46
photos,
19:46
TSA
19:47
pre
19:47
check,
19:47
and
19:47
mobile
19:48
phone
19:48
activations
19:48
particularly.
19:49
Those
19:49
are
19:49
the
19:49
three
19:50
that
19:50
were
19:50
called
19:50
out
19:50
the
19:50
most.
19:51
They're
19:51
all
19:51
one
19:52
offs
19:52
and
19:52
have
19:52
nothing
19:53
to
19:53
do
19:53
with
19:53
printing.
19:54
Absolutely
19:54
zero
19:55
to
19:55
do
19:55
with
19:55
printing.
19:56
So
19:56
long
19:57
term
19:57
there
19:57
are
19:57
many
19:58
competitors
19:58
in
19:59
all
19:59
of
19:59
those
19:59
spaces
20:00
and
20:00
other
20:00
options.
20:01
Which
20:02
means
20:02
the
20:02
customer
20:02
acquisition
20:03
cost
20:03
for
20:03
these
20:04
services
20:04
will
20:04
be
20:04
relatively
20:05
higher
20:05
for
20:05
Staples
20:06
than
20:06
it
20:06
will
20:06
be
20:06
for
20:07
other
20:07
people
20:08
while
20:08
your
20:09
printing
20:09
business
20:09
is
20:09
still
20:10
dwindling.
20:10
So
20:11
no,
20:11
I'm
20:11
selling
20:12
this.
20:13
It
20:13
sounds
20:14
like
20:14
a
20:14
completely
20:14
crafted
20:15
narrative
20:15
to
20:16
make
20:16
Staples
20:16
sound
20:17
better
20:17
than
20:17
it
20:17
potentially
20:18
is.
20:18
That's
20:18
that's
20:18
my
20:18
take,
20:19
and
20:19
I
20:19
hate
20:19
to
20:19
be
20:20
blunt,
20:20
but
20:21
that's
20:21
what
20:21
I
20:21
feel.
20:21
Luckily
20:22
no
20:22
one
20:23
is
20:23
holding
20:23
stock
20:24
in
20:24
this
20:24
company
20:24
right
20:24
now,
20:25
so
20:25
they
20:25
don't
20:25
have
20:25
to
20:25
be
20:25
too
20:26
worried
20:26
about
20:26
just
20:26
the
20:27
private
20:27
investors.
20:27
The
20:28
private
20:28
investors.
20:29
But
20:30
so
20:31
I
20:31
when
20:32
I
20:32
read
20:32
this
20:32
story,
20:33
it
20:33
reminded
20:33
me
20:33
of
20:33
a
20:34
conversation
20:34
that
20:34
I
20:34
had
20:34
with
20:35
the
20:35
President
20:35
Of
20:36
Office
20:36
Depot,
20:37
Kevin
20:37
Moffitt
20:38
back
20:38
at
20:39
Etail,
20:39
we
20:39
were
20:39
talking
20:40
about,
20:40
you
20:40
know,
20:41
I
20:41
asked
20:41
him
20:41
this
20:42
question
20:42
point
20:42
blank
20:42
and
20:43
I
20:43
was
20:43
like
20:43
what,
20:44
why
20:44
are
20:44
you
20:44
still
20:44
relevant?
20:45
Like
20:45
what's,
20:46
what
20:46
is,
20:46
what
20:47
needs
20:47
are.
20:48
The
20:48
Office
20:48
Max
20:48
is
20:49
an
20:49
Office
20:49
Depots
20:49
of
20:49
the
20:50
world
20:50
still
20:50
serving.
20:51
And
20:52
while
20:52
I
20:52
agree
20:53
with
20:53
you
20:53
that
20:53
there
20:53
will
20:53
be
20:54
burnout
20:54
and
20:55
he,
20:55
he
20:55
agreed
20:56
that
20:56
like
20:56
their
20:56
businesses
20:57
is
20:57
evolving
20:58
quite
20:58
a
20:58
bit,
20:59
he
20:59
still
20:59
sold
21:00
me
21:00
on
21:00
the
21:01
value
21:01
that
21:01
they're
21:02
providing
21:02
small
21:03
businesses.
21:03
I
21:04
do
21:04
think
21:05
that
21:05
we're
21:05
in,
21:05
we're
21:06
in
21:06
a
21:06
slow
21:07
phase
21:07
out
21:07
of
21:08
the
21:08
mass
21:09
printing
21:09
like
21:10
we
21:10
used
21:10
to
21:11
see
21:11
the,
21:12
you
21:12
know,
21:12
the
21:12
copying
21:13
paper
21:13
and
21:14
all
21:14
the
21:14
things
21:15
like
21:15
that.
21:15
But
21:15
I
21:16
do
21:16
when
21:16
he
21:17
explained
21:17
to
21:17
me
21:17
like
21:18
they
21:18
have
21:18
the
21:18
fastest
21:19
in
21:19
store
21:20
pickup
21:21
buy
21:21
online
21:21
pickup
21:22
in
21:22
store
21:22
of
21:22
anyone
21:23
in
21:23
the
21:23
world,
21:23
he
21:24
said,
21:24
so
21:24
within
21:24
20
21:25
minutes
21:25
or
21:25
less
21:25
you
21:26
can
21:26
go
21:26
to
21:26
an
21:26
Office
21:26
Depot,
21:27
you
21:27
can
21:27
get
21:28
the
21:28
things
21:28
that
21:28
you
21:28
need
21:29
and
21:29
to
21:30
be
21:30
within
21:30
five
21:31
miles
21:31
of
21:32
90%
21:32
of
21:32
the
21:33
country,
21:33
like
21:33
there
21:33
is
21:33
still
21:34
some
21:34
value
21:34
there.
21:35
For
21:35
a
21:35
lot
21:36
of
21:36
the
21:36
small
21:36
businesses
21:36
that
21:37
do
21:37
depend
21:38
on
21:38
them
21:38
as
21:38
their
21:39
one
21:39
stop
21:39
shop.
21:39
It's
21:40
their
21:40
printer,
21:40
it's
21:41
their,
21:41
you
21:41
know,
21:42
shipping
21:42
location,
21:43
it's,
21:43
it's
21:43
the
21:43
place
21:43
that
21:44
they
21:44
can
21:44
go
21:44
and
21:44
do
21:45
all
21:45
the
21:45
things
21:45
in
21:45
one
21:45
place.
21:46
But
21:47
I
21:47
do
21:47
agree
21:48
that
21:49
eventually
21:50
we
21:50
will
21:50
find
21:51
new
21:51
ways
21:51
of
21:51
doing
21:52
this.
21:52
The,
21:53
the
21:53
menu
21:53
example,
21:54
printing
21:54
off
21:55
new
21:55
menus
21:55
every
21:55
day
21:56
like
21:56
that
21:57
will
21:57
likely
21:58
go
21:58
by
21:59
the
21:59
wayside.
21:59
Some,
22:00
something
22:00
will
22:00
change
22:01
there.
22:01
So
22:01
I
22:01
don't,
22:02
I
22:02
don't
22:02
think
22:02
I'd
22:02
be
22:03
putting
22:03
my
22:03
money
22:03
on
22:03
this
22:04
one
22:04
for
22:05
the
22:05
long
22:05
term.
22:06
But
22:06
I
22:06
do
22:06
think
22:06
it's
22:07
going
22:07
to
22:07
be
22:07
a
22:07
bit
22:07
more
22:07
of
22:08
a
22:08
stock
22:08
slow
22:08
burn
22:09
than,
22:10
than
22:10
most
22:10
of
22:11
us
22:11
would
22:11
expect.
22:12
Yeah,
22:13
it's,
22:13
I
22:13
mean
22:13
it's
22:14
a
22:14
smart,
22:14
it's
22:14
a
22:14
smart
22:14
pitch
22:15
and
22:15
a
22:15
smart
22:15
way
22:15
to
22:15
try
22:16
to
22:16
get
22:16
extra
22:16
business
22:16
like
22:17
get
22:17
TSA
22:17
pre
22:18
check
22:18
applications
22:19
going
22:19
through
22:19
your
22:19
store.
22:20
And
22:20
they
22:20
do
22:20
get
22:20
a
22:20
lot
22:21
like
22:21
Office
22:21
Depot
22:22
and
22:22
Office
22:22
Max
22:22
do
22:22
that
22:23
too.
22:23
And
22:23
he
22:23
said
22:23
it's
22:23
crazy
22:24
like
22:24
the
22:24
amount
22:25
of
22:25
volume
22:25
that
22:25
they
22:25
get.
22:26
But
22:26
you
22:27
know,
22:27
I'd
22:27
rather
22:27
go
22:27
there.
22:27
Than
22:28
the
22:28
airport
22:28
for
22:28
100%,
22:29
you
22:29
know,
22:30
I
22:30
mean
22:30
if
22:30
I'm
22:31
a
22:31
retailer
22:31
listening,
22:31
I'm
22:32
like
22:32
why
22:32
are,
22:32
why,
22:33
why
22:33
not,
22:33
why
22:33
aren't
22:33
I
22:34
doing
22:34
that
22:34
too?
22:34
Like
22:34
if
22:35
I'm
22:35
Costco
22:35
or
22:36
some
22:36
Sam's
22:36
Club
22:36
or
22:37
whatever,
22:37
like
22:37
why
22:37
aren't
22:37
I
22:37
doing
22:38
that?
22:38
Why
22:38
am
22:38
I
22:38
letting
22:38
this
22:39
business
22:39
go
22:39
to
22:39
go
22:40
to
22:40
the,
22:40
go
22:40
to
22:41
Staples
22:41
like
22:41
people
22:41
are
22:42
in
22:42
my
22:42
store
22:42
more
22:42
often.
22:43
Why
22:43
aren't
22:43
I
22:43
setting
22:44
up
22:44
these
22:44
things
22:44
right?
22:44
I
22:45
don't
22:45
know.
22:45
But
22:45
are
22:45
people,
22:46
are
22:46
people
22:46
buying
22:47
the,
22:47
you
22:47
know,
22:48
500
22:49
office
22:49
chair
22:49
while
22:50
they're
22:50
there?
22:50
Probably
22:51
not.
22:51
And
22:52
that's
22:52
the
22:52
thing
22:52
that
22:52
you
22:53
have
22:53
to
22:53
look
22:53
at,
22:53
like
22:54
how
22:54
much.
22:54
That's
22:55
the,
22:55
that's
22:55
the
22:56
business
22:56
that
22:56
you're
22:56
making
22:56
the
22:57
real
22:57
margins
22:57
on.
22:58
Are
22:58
you
22:58
going
22:58
to
22:59
see
22:59
people
23:00
do
23:00
that
23:01
behavior?
23:02
Probably,
23:02
you
23:02
know,
23:02
they're
23:03
probably
23:03
looking
23:03
online
23:03
for
23:04
that
23:04
stuff
23:04
to
23:04
find
23:04
the
23:05
best
23:05
price.
23:06
And
23:07
I
23:07
don't
23:07
know
23:07
that
23:07
Office
23:08
Office
23:09
Max
23:09
Depot
23:10
or
23:10
Staples
23:10
are,
23:10
are
23:11
going
23:11
to
23:11
be
23:11
that
23:11
for
23:12
them.
23:13
Yeah.
23:13
100
23:13
agree.
23:14
All
23:14
right,
23:14
headline
23:14
number
23:15
four.
23:15
This
23:15
one's
23:15
gonna
23:16
be
23:16
interesting.
23:16
I'm
23:16
not
23:16
sure
23:16
where
23:17
you
23:17
and
23:17
I
23:17
are
23:17
each
23:17
gonna
23:17
fall
23:18
on
23:18
this
23:18
next
23:18
headline.
23:18
Sephora
23:19
taps
23:19
Lyft
23:20
to
23:20
deliver
23:21
customers
23:21
to
23:21
its
23:22
stores
23:22
according
23:23
to
23:23
retail
23:23
Dive.
23:24
While
23:24
several
23:24
retailers
23:25
are
23:25
promising
23:25
major
23:26
discounts
23:26
and
23:27
speedy
23:27
delivery
23:27
during
23:28
their
23:28
July
23:28
sales
23:29
events,
23:29
Sephora
23:30
is
23:30
flipping
23:31
the
23:31
script
23:31
by
23:31
delivering
23:32
shoppers
23:33
themselves
23:33
to
23:33
its
23:34
retail
23:34
locations
23:34
for
23:35
in
23:35
store
23:35
guidance
23:35
and
23:36
special
23:36
pricing.
23:37
Sephora
23:38
and
23:38
Lyft
23:38
Media
23:38
have
23:39
partnered
23:39
on
23:39
a
23:39
promotion
23:40
to
23:40
literally
23:41
drive
23:42
potential
23:42
beauty
23:43
customers
23:43
to
23:43
a
23:43
handful
23:44
of
23:44
its
23:44
freestanding
23:45
locations
23:45
between
23:45
July
23:46
7
23:46
and
23:46
July
23:47
10,
23:47
right
23:48
amid
23:48
all
23:48
the
23:49
Prime
23:49
Day
23:49
festivities
23:50
this
23:50
week.
23:50
Promoted
23:51
as
23:51
quote
23:52
delivered
23:52
to
23:52
Beauty,
23:53
the
23:53
four
23:54
day
23:54
event
23:54
provides
23:55
customers
23:55
with
23:55
a
23:55
$20
23:56
credit
23:56
for
23:56
one
23:56
way
23:57
rides
23:57
on
23:57
Lyft
23:57
to
23:58
a
23:58
participating
23:58
Sephora
23:59
location.
24:00
There
24:00
they
24:00
will,
24:01
there
24:01
they
24:01
will
24:02
receive
24:02
in
24:02
store
24:03
guidance
24:03
and
24:03
discounts
24:04
of
24:04
$10
24:05
on
24:05
any
24:05
purchase
24:05
over
24:06
$50.
24:07
Select
24:07
Sephora
24:08
stores
24:08
in
24:08
New
24:08
York
24:09
City,
24:09
Los
24:09
Angeles,
24:10
San
24:10
Francisco,
24:10
Chicago
24:11
and
24:11
Seattle
24:11
are
24:12
participating
24:12
in
24:13
the
24:13
promotion.
24:14
And
24:14
do
24:14
you
24:14
think
24:14
Sephora
24:15
and
24:15
Lyft's
24:15
partnership
24:16
is
24:16
omnichannel
24:17
genius
24:17
amid
24:18
Prime
24:18
Day?
24:18
Or
24:19
is
24:19
it
24:19
more
24:19
just
24:19
good
24:20
marketing
24:20
spin?
24:21
I,
24:21
I
24:22
think
24:22
this
24:22
is
24:23
a
24:23
great
24:23
marketing
24:24
campaign
24:24
and
24:24
that's
24:24
what
24:25
you
24:25
have
24:25
to
24:25
look
24:25
at
24:25
this
24:25
as.
24:26
I
24:26
don't
24:26
think
24:26
this
24:26
is
24:27
like
24:27
a
24:27
future
24:28
pilot
24:28
where
24:29
Sephora
24:30
starts,
24:30
you
24:30
know,
24:31
bringing
24:31
people
24:32
to
24:32
their
24:32
stores
24:32
and
24:33
offering
24:34
car
24:34
service.
24:35
But
24:35
I
24:35
do
24:36
think
24:36
that
24:36
it's
24:37
a
24:37
worthwhile
24:38
test
24:38
and
24:38
investment.
24:40
I
24:40
think
24:40
it's
24:40
a
24:41
way
24:41
to
24:41
provide
24:42
people
24:43
a
24:43
luxury
24:44
experience
24:45
at
24:46
a
24:46
price
24:47
point
24:47
that,
24:47
you
24:48
know,
24:48
it's
24:48
a
24:48
$28
24:49
bottle
24:49
of
24:50
lotion.
24:50
Maybe
24:50
that's
24:50
what
24:51
they
24:51
buy.
24:51
Once
24:51
they
24:51
get
24:52
to
24:52
Sephora,
24:52
it
24:53
still
24:53
gives
24:53
them
24:54
that
24:55
white
24:56
glove
24:56
service
24:56
that
24:57
they
24:57
don't
24:57
typically
24:58
get
24:59
from
24:59
a
24:59
mass
25:00
retailer
25:00
like
25:01
a
25:01
Sephora.
25:01
So
25:02
I
25:02
think
25:02
it's
25:03
a
25:03
really
25:03
cool
25:03
way
25:04
to
25:04
establish
25:05
some
25:05
brand
25:05
loyalty,
25:06
get
25:06
some
25:07
advocacy
25:07
and
25:08
some
25:08
media
25:08
attention
25:09
and
25:09
some
25:10
social
25:10
media
25:11
posts
25:11
from
25:12
people
25:12
who
25:12
will
25:13
most
25:13
definitely
25:13
share
25:14
this
25:14
experience
25:14
online.
25:15
But
25:16
I
25:16
do
25:16
not
25:16
think
25:17
that
25:17
it's
25:18
something
25:18
that
25:18
we'll
25:19
See,
25:19
go
25:19
beyond
25:20
like,
25:21
like
25:21
this
25:21
is,
25:21
this
25:22
is
25:22
all
25:22
coming
25:22
from
25:22
the
25:23
marketing
25:23
funding
25:24
bucket.
25:24
This
25:24
is
25:25
not
25:25
coming
25:25
from
25:25
like
25:26
new
25:26
story,
25:26
innovation,
25:27
money
25:28
or
25:28
R
25:28
and
25:28
D.
25:28
Yeah,
25:29
that's
25:29
my
25:30
perspective.
25:31
Yeah.
25:31
It's
25:31
not
25:31
long
25:32
term
25:32
strategically
25:32
differentiating
25:33
in
25:34
with
25:34
the
25:34
coming
25:35
throes
25:35
of
25:35
E
25:35
commerce.
25:36
That's,
25:36
that's
25:36
what
25:36
you're
25:37
telling
25:37
me.
25:37
No,
25:37
nor
25:38
do
25:38
I
25:38
think
25:38
this
25:39
is
25:39
like
25:39
a
25:39
long
25:40
term
25:40
play.
25:40
I
25:40
think
25:41
this
25:41
is
25:41
going
25:41
to
25:41
be
25:42
an
25:42
idea
25:42
until
25:43
other
25:43
retailers
25:44
start
25:44
doing
25:44
it
25:44
and
25:45
then
25:45
it
25:45
doesn't.
25:45
It's
25:46
not
25:46
cool
25:46
and
25:47
innovative
25:47
anymore.
25:48
Yeah.
25:49
No
25:49
good.
25:49
I'm
25:49
surprised,
25:50
I'm
25:50
surprised
25:50
we
25:50
agree
25:51
on
25:51
this
25:51
one.
25:51
Yeah.
25:51
I
25:51
was
25:51
not,
25:52
I
25:52
was
25:52
kind
25:52
of
25:52
wondering
25:52
if
25:52
you
25:53
were
25:53
going
25:53
to
25:53
take
25:53
that
25:53
approach.
25:53
I,
25:54
I
25:54
100
25:54
agree.
25:55
I
25:55
don't
25:55
think
25:55
this
25:55
is
25:55
anything
25:56
new.
25:56
I
25:56
can
25:56
remember
25:57
you,
25:57
I
25:57
don't
25:57
think
25:58
I've
25:58
ever
25:58
told
25:58
you
25:58
this.
25:58
I
25:58
can
25:58
Remember
25:59
back
25:59
in
25:59
1999,
26:01
Banana
26:01
Republic
26:02
was
26:02
running
26:02
cars
26:03
on
26:03
demand
26:03
around
26:04
San
26:04
Francisco
26:05
to
26:05
get
26:05
people
26:05
into
26:05
their
26:06
stores
26:06
and
26:07
that
26:07
was
26:07
well
26:07
before
26:07
Prime
26:08
Day
26:08
even
26:08
existed.
26:09
So
26:09
like
26:09
this
26:09
is,
26:10
this
26:10
is
26:10
not.
26:10
Yeah.
26:12
Oh
26:12
God.
26:12
Luxury
26:13
retailers
26:13
have
26:14
been
26:14
doing
26:14
this
26:14
for
26:14
years.
26:15
Like,
26:15
I
26:15
mean,
26:16
Neiman's,
26:16
Bergdorf,
26:17
like
26:18
they'll
26:18
send
26:18
a
26:18
car
26:18
for
26:19
their
26:19
good
26:19
customers.
26:20
Like,
26:20
like
26:20
you
26:21
always
26:21
say
26:21
the
26:21
casino
26:22
model.
26:22
Like
26:22
we'll
26:23
take
26:23
you
26:23
wherever
26:23
you
26:23
want
26:23
to
26:24
go.
26:24
You're
26:24
going
26:24
to
26:24
come
26:24
spend
26:25
money,
26:25
go
26:25
for
26:25
it.
26:25
Yeah.
26:26
Right.
26:26
But
26:27
it's
26:27
continue.
26:28
It's
26:28
not
26:28
going
26:29
to
26:29
stay.
26:29
I
26:29
mean
26:29
the
26:29
point
26:29
is
26:30
it's
26:30
not
26:30
going
26:30
to
26:30
stave
26:30
off
26:30
the
26:31
Prime
26:31
Day
26:31
drain
26:32
in
26:32
any
26:32
way,
26:32
shape
26:32
or
26:32
form,
26:33
especially
26:33
when
26:33
you're
26:34
just
26:34
doing
26:34
like
26:34
five
26:34
cities.
26:35
But
26:35
it
26:35
does
26:36
make
26:36
a
26:36
compelling
26:37
headline
26:37
of
26:37
like
26:38
the
26:38
Omnichannel
26:39
strategy
26:39
when
26:40
you
26:40
pitch
26:40
it
26:40
in
26:40
the
26:40
media
26:41
that
26:41
way.
26:41
So
26:41
kudos
26:42
to
26:42
the
26:42
Sephora
26:43
marketing
26:43
team
26:44
for
26:44
getting
26:44
that
26:44
hook
26:44
and
26:45
getting
26:45
people
26:45
to
26:45
bite
26:46
on
26:46
it
26:46
more
26:46
so
26:47
than
26:47
they
26:47
would
26:47
if
26:47
it
26:48
was
26:48
just
26:48
the
26:48
traditional
26:48
things
26:49
like
26:49
you
26:49
were
26:49
just
26:49
describing.
26:50
Right?
26:51
Yeah.
26:51
Yeah.
26:52
I
26:52
think
26:52
it's
26:52
brilliant.
26:52
You
26:53
look
26:53
at
26:53
their
26:53
target
26:53
audience.
26:54
I
26:54
mean
26:54
you
26:55
have
26:55
teens
26:55
that
26:55
don't
26:56
have
26:56
licenses
26:56
that
26:57
need
26:57
to
26:57
get
26:57
into
26:57
the,
26:58
you
26:58
know,
26:58
getting
26:58
to
26:58
the
26:59
store
26:59
and
26:59
giving
27:00
them
27:00
the
27:00
opportunity
27:01
to
27:01
spend
27:01
a
27:01
bunch
27:01
of
27:01
money.
27:02
Like
27:02
you'll,
27:03
you'll
27:03
make
27:03
your,
27:03
you'll
27:04
make
27:04
your
27:04
marketing
27:04
impressions,
27:05
that's
27:05
for
27:06
sure.
27:06
Like
27:06
I
27:06
think
27:06
this
27:07
is
27:07
a
27:07
very
27:07
worthwhile
27:09
marketing
27:09
investment.
27:10
But
27:10
yes.
27:11
Not,
27:12
not
27:12
the
27:13
strategy
27:13
that's
27:13
gonna
27:14
help
27:14
them
27:14
take
27:14
off.
27:15
I
27:16
just
27:16
laugh
27:16
at
27:16
our
27:16
retail
27:17
media
27:17
peers
27:17
that
27:18
pick
27:18
up
27:18
these
27:18
sound
27:18
bites
27:19
that
27:19
the,
27:19
the
27:19
PR
27:19
teams
27:20
are
27:20
throwing
27:20
them.
27:20
Like,
27:21
oh,
27:21
it's,
27:21
you
27:21
know,
27:21
an
27:21
Omnichannel
27:22
strategy
27:22
to
27:22
combat
27:23
Prime
27:23
Day.
27:23
Like,
27:24
come
27:24
on,
27:25
like,
27:25
let's
27:25
be
27:26
real
27:26
here.
27:26
This
27:27
has
27:27
been
27:27
done
27:27
before.
27:28
All
27:28
right.
27:29
Yep.
27:30
All
27:30
right,
27:30
well,
27:30
I
27:30
know
27:30
we've
27:31
got
27:31
a
27:31
lot
27:31
to
27:31
talk
27:31
about
27:32
on
27:32
headline
27:32
number
27:32
five,
27:33
so
27:33
let's
27:33
get
27:33
to
27:33
that.
27:34
The
27:34
new
27:34
grocery
27:35
app,
27:35
Grocery
27:36
Deals
27:36
acts
27:37
as
27:37
an
27:37
e
27:37
commerce
27:38
marketplace
27:38
that
27:39
allows
27:39
shoppers
27:39
to
27:40
compare
27:40
costs
27:40
between
27:40
supermarkets
27:41
and
27:41
quickly
27:42
build
27:42
a
27:42
cart.
27:43
According
27:43
to
27:43
Grocery
27:44
Dive,
27:44
the
27:44
new
27:44
app
27:45
aims
27:45
to
27:45
be
27:45
the
27:46
gas
27:46
buddy
27:46
of
27:46
the
27:47
groc
27:47
grocery
27:47
industry,
27:48
said
27:48
Michael
27:49
Waldrop,
27:49
its
27:49
CEO
27:50
and
27:50
one
27:50
of
27:50
its
27:51
co
27:51
founders.
27:51
The
27:52
free
27:52
app
27:52
enables
27:53
shoppers
27:53
to
27:53
compare
27:53
groceries
27:54
prices
27:54
and
27:54
then
27:55
quickly
27:55
build
27:55
a
27:55
cart.
27:56
Users
27:56
will
27:57
be
27:57
able
27:57
to
27:57
build
27:57
the
27:57
cart
27:58
in
27:58
app
27:58
and
27:58
then
27:58
be
27:59
directed
27:59
to
27:59
the
27:59
selected
28:00
grocer's
28:00
app
28:00
or
28:01
website
28:01
with
28:01
the
28:02
cart
28:02
already
28:02
made.
28:03
In
28:03
cases
28:04
where
28:04
the
28:04
cart
28:04
can't
28:04
be
28:05
carried
28:05
over
28:05
completely
28:06
to
28:06
the
28:06
grocer's
28:07
platform,
28:07
shoppers
28:08
will
28:08
still
28:08
be
28:08
directed
28:09
to
28:09
their
28:09
preferred
28:10
grocer's
28:11
website.
28:12
Grocery
28:12
Deal's
28:12
initial
28:13
launch
28:13
was
28:13
in
28:14
the
28:14
Dallas
28:14
Fort
28:14
Worth
28:15
area
28:15
in
28:15
mid
28:15
June,
28:15
and
28:16
the
28:16
app
28:16
is
28:16
slated
28:16
to
28:17
expand
28:17
to
28:17
the
28:17
rest
28:18
of
28:18
Texas
28:18
with
28:18
the
28:18
long
28:19
term
28:19
goal
28:19
of
28:19
reaching
28:20
shoppers
28:20
nationwide
28:21
in
28:22
May.
28:22
The
28:22
company
28:22
said
28:23
its
28:23
national
28:23
expansion
28:24
will
28:24
happen
28:24
region
28:25
by
28:25
region
28:26
and
28:26
state
28:26
by
28:27
state.
28:27
Chris,
28:28
this
28:28
is
28:28
also
28:29
the
28:29
put
28:29
you
28:29
on
28:29
the
28:30
spot
28:30
question.
28:31
A
28:31
and
28:32
M
28:32
wants
28:32
to
28:32
know
28:33
when
28:34
the
28:34
gas
28:34
finding
28:34
app
28:35
Gas
28:35
Buddy
28:35
took
28:36
off.
28:36
The
28:37
pricing
28:37
transparency
28:38
to
28:38
consumers
28:39
put
28:39
major
28:40
pressure
28:40
on
28:40
fuel
28:41
retailers
28:41
to
28:41
dynamically
28:42
respond
28:42
to
28:42
the
28:42
competitive
28:43
pricing
28:43
environment
28:44
around
28:44
them,
28:45
but
28:45
it
28:45
also
28:45
served
28:46
to
28:46
firmly
28:46
establish
28:47
relative
28:47
pricing
28:48
strategy
28:48
strategies
28:49
for
28:49
the
28:49
same
28:49
retailers
28:50
across
28:50
the
28:50
market.
28:51
As
28:51
this
28:51
kind
28:52
of
28:52
pricing
28:52
transparency
28:53
makes
28:53
its
28:53
way
28:53
into
28:54
grocery,
28:54
should
28:54
retailers
28:55
be
28:55
concerned
28:56
about
28:56
a
28:56
race
28:56
to
28:56
the
28:57
bottom
28:57
or
28:57
is
28:57
there
28:58
inherent
28:58
benefit
28:59
in
28:59
there
29:00
for
29:00
them?
29:01
Wow.
29:01
Wow,
29:02
great
29:02
question.
29:02
I
29:02
was
29:03
hoping
29:03
I,
29:03
I
29:04
was,
29:04
I
29:04
was
29:04
kind
29:04
of
29:04
hoping
29:05
that
29:05
they
29:05
would
29:05
pick
29:05
this
29:06
headline
29:06
too.
29:06
As
29:07
we
29:07
were
29:07
talking
29:07
to
29:07
them
29:08
yesterday,
29:08
I
29:08
was
29:08
like,
29:08
I
29:08
think,
29:09
I
29:09
think
29:09
I
29:09
know
29:09
where
29:09
they're
29:09
going
29:09
to
29:10
go
29:10
this
29:10
week.
29:10
And
29:10
it
29:10
turns
29:11
out
29:11
they
29:11
did.
29:12
First
29:12
of
29:12
all,
29:13
I
29:13
think
29:13
the
29:13
analogy
29:14
is
29:14
a
29:14
little
29:14
bit
29:14
different
29:14
here
29:15
because
29:15
for
29:15
a
29:16
convenience
29:16
store,
29:16
a
29:16
gas
29:17
station,
29:17
you
29:17
still
29:17
have
29:17
to
29:18
go
29:18
to
29:18
the
29:18
gas
29:19
station.
29:19
Long
29:20
term,
29:20
you
29:20
don't
29:20
necessarily
29:21
need
29:21
to
29:21
do
29:22
that
29:22
to
29:22
get
29:23
your
29:23
groceries,
29:23
but
29:23
you
29:24
still
29:24
have
29:24
to
29:24
go
29:24
to
29:24
a
29:24
gas
29:24
station
29:25
to
29:25
get
29:25
gas
29:25
into
29:26
your
29:26
car.
29:26
So
29:26
that's,
29:27
that's
29:27
a
29:27
fundamental
29:27
difference
29:28
here.
29:28
So,
29:28
so
29:29
if
29:29
I'm
29:29
the
29:29
grocery
29:30
industry
29:31
and
29:31
I'm
29:32
super
29:32
scared
29:32
about
29:33
this.
29:33
Yeah.
29:33
Not
29:34
because
29:34
of
29:34
this
29:35
app
29:35
per
29:35
se,
29:36
but
29:36
because
29:37
of
29:37
the
29:37
whole,
29:37
the
29:38
whole
29:38
idea
29:38
that
29:38
opens
29:39
my
29:39
eyes
29:39
to
29:39
you,
29:39
which
29:39
I
29:39
alluded
29:40
to
29:40
in
29:40
the
29:40
previous
29:41
Headline
29:41
regarding
29:41
Amazon
29:42
and
29:42
gopa
29:43
Gentic
29:44
AI
29:44
is
29:44
coming
29:45
fast
29:45
and
29:45
furiously.
29:46
We
29:46
all
29:46
know
29:46
that.
29:47
And
29:47
so
29:47
you
29:47
can
29:47
envision
29:48
a
29:48
world
29:48
where
29:48
AI
29:49
agents
29:49
will
29:49
be
29:49
able
29:49
to
29:50
coordinate
29:50
orders
29:51
from
29:51
different
29:51
grocers
29:52
on
29:52
price,
29:54
which
29:54
means
29:55
e
29:55
commerce
29:56
could
29:56
become
29:56
unsustainable
29:57
for
29:57
many
29:58
players
29:58
in
29:58
the
29:58
grocery
29:58
space
29:59
if
29:59
that
29:59
is
29:59
the
29:59
case,
30:00
because
30:00
many
30:00
grocers
30:01
simply
30:01
don't
30:01
have
30:02
the
30:02
margin
30:02
structure
30:03
to
30:03
move
30:03
lower
30:04
than
30:04
where
30:04
they
30:04
currently
30:05
are.
30:05
And
30:05
so
30:06
all
30:06
told,
30:06
this
30:06
is
30:06
the
30:07
first
30:07
example
30:07
of
30:08
increasing
30:08
incredible
30:08
disruption
30:10
that
30:10
will
30:10
be
30:10
coming
30:11
to
30:11
that
30:11
end
30:12
in
30:12
my
30:12
mind.
30:13
And
30:13
it
30:13
reminds
30:14
me
30:14
of
30:14
the
30:14
anecdote
30:15
what
30:15
comes
30:15
to
30:15
mind
30:15
for
30:15
me
30:16
when
30:16
I
30:16
think
30:16
about
30:16
this
30:17
headline.
30:17
Particularly
30:18
it
30:18
calls
30:18
to
30:18
mind
30:19
the
30:19
antidote
30:19
of
30:20
Doug
30:20
McMillan
30:20
carrying
30:21
around
30:21
in
30:21
his
30:21
pocket
30:22
the
30:22
top
30:22
10
30:23
retailers
30:24
by
30:24
decade,
30:25
because
30:25
this
30:26
is
30:26
going
30:26
to
30:26
upend
30:27
that
30:27
list
30:27
big
30:28
time.
30:28
And
30:28
the
30:28
retailers
30:29
that
30:29
should
30:29
be
30:29
quaking
30:29
in
30:30
my
30:30
mind
30:30
are
30:30
Albertsons
30:31
and
30:31
Kroger
30:32
because
30:32
particularly
30:33
they
30:33
play
30:33
the
30:33
high
30:34
low
30:34
game.
30:35
While
30:35
others
30:35
like
30:36
Walmart,
30:36
Aldi,
30:37
Amazon,
30:38
they're
30:38
going
30:38
to
30:38
win
30:38
in
30:38
this
30:39
space.
30:39
And
30:39
they're
30:39
the
30:40
ones
30:40
investing
30:41
and
30:41
being
30:41
smartly
30:42
already
30:42
putting
30:43
as
30:43
you
30:43
mentioned
30:43
with
30:44
Sparky,
30:44
they're
30:45
the
30:45
ones
30:45
putting
30:45
resources
30:46
towards,
30:46
yeah,
30:47
agentic
30:47
AI
30:48
functionality
30:48
on
30:49
their
30:49
website
30:49
to
30:50
capitalize
30:50
on
30:50
this
30:51
in
30:51
the
30:51
long
30:51
run.
30:51
So
30:52
it's
30:52
crazy
30:52
to
30:52
think
30:52
about.
30:53
I
30:53
know
30:53
it's
30:53
kind
30:54
of
30:54
out
30:54
there
30:54
and
30:54
wild,
30:55
but
30:55
it's
30:56
going
30:56
to
30:56
come
30:56
and
30:57
you've
30:57
got
30:57
to
30:57
start
30:57
wrapping
30:58
your
30:58
head
30:58
around
30:58
it
30:58
and
30:58
start
30:59
thinking
30:59
about
30:59
what
30:59
do
30:59
I
30:59
do
31:00
in
31:00
this
31:00
situation?
31:01
What
31:01
is
31:01
my,
31:02
what
31:02
is
31:02
my
31:02
digital
31:02
strategy
31:03
as
31:03
a
31:03
grocer
31:04
now
31:04
as
31:04
I
31:04
go
31:05
forward,
31:05
how
31:05
am
31:05
I
31:05
going
31:05
to
31:05
differentiate
31:06
on
31:06
price?
31:07
How
31:07
do
31:07
I
31:07
want
31:07
my
31:07
prices
31:08
to
31:08
show
31:08
up
31:08
in
31:08
online
31:09
vs
31:09
stores?
31:10
Whole
31:10
host
31:10
of
31:10
questions
31:11
to
31:11
think
31:11
about.
31:11
And
31:11
man,
31:12
the
31:12
grocery
31:12
industry
31:12
is
31:13
so
31:13
fascinating
31:13
but
31:13
God
31:14
damn,
31:14
their
31:14
jobs
31:15
are
31:15
hard.
31:15
Yeah.
31:16
And
31:16
it,
31:16
it
31:17
makes
31:17
me
31:17
think
31:18
even
31:18
more
31:19
now
31:19
than
31:19
ever,
31:19
like
31:20
you
31:20
need
31:20
to
31:20
have
31:21
a
31:21
pricing
31:21
platform
31:22
in
31:22
place
31:22
because
31:23
you're,
31:23
now
31:24
that
31:24
you
31:24
have
31:24
this
31:24
visibility
31:25
across
31:25
the
31:26
board
31:26
too.
31:26
You're,
31:27
you
31:27
can
31:27
no
31:27
longer
31:28
rely
31:28
on
31:29
manual
31:29
price
31:30
changes
31:30
like
31:30
things
31:31
like
31:31
that.
31:31
Like
31:31
you
31:31
have
31:32
to
31:32
make
31:32
sure
31:33
you're
31:33
in
31:33
competition
31:34
with
31:34
an
31:35
app
31:35
like
31:35
this.
31:35
And
31:36
I
31:36
think
31:36
the
31:37
other
31:37
to
31:37
the
31:37
other
31:37
part
31:38
of
31:38
A&M's
31:38
question
31:39
too,
31:39
Chris.
31:40
You
31:40
know,
31:40
I
31:40
think
31:41
retailers,
31:41
I
31:41
tried
31:42
this
31:42
app
31:42
out
31:42
yesterday
31:43
and
31:43
I
31:43
ordered,
31:44
I
31:44
like
31:44
put
31:44
items
31:44
in
31:45
my
31:45
cart
31:45
and
31:45
kind
31:46
of
31:46
shifted
31:46
it
31:46
around.
31:46
Oh,
31:47
you
31:47
could
31:47
get
31:47
it.
31:47
Oh,
31:47
did
31:47
you
31:48
tell
31:48
them
31:48
you
31:48
were
31:48
in
31:48
Dallas
31:48
or
31:49
something?
31:49
I
31:49
tried
31:49
it,
31:49
yeah.
31:50
You
31:50
can
31:50
use
31:50
like
31:50
a,
31:51
I
31:51
just
31:51
used
31:51
a
31:52
Dallas
31:53
zip
31:53
code
31:54
but.
31:54
Oh
31:54
cool.
31:55
The,
31:55
the
31:55
app
31:55
Itself
31:56
is
31:56
still
31:57
not
31:58
like
31:58
super
31:58
user
31:59
friendly.
31:59
For
31:59
example,
32:00
like
32:00
I
32:00
put
32:01
in
32:01
eggs,
32:02
milk
32:03
and
32:03
ground
32:03
beef
32:04
as
32:04
like
32:04
three
32:05
categories
32:06
now.
32:06
It
32:06
can't
32:07
transfer
32:07
over.
32:07
Exactly.
32:08
Because
32:08
the
32:09
brands
32:09
are
32:09
different.
32:09
Like,
32:10
there's
32:10
still
32:10
some
32:10
stuff
32:11
that,
32:11
that
32:11
would.
32:11
I
32:12
think
32:12
if
32:12
I
32:12
was
32:13
a
32:13
legacy
32:13
grocer,
32:14
I
32:14
might
32:14
be
32:14
like,
32:14
oh,
32:15
that's
32:15
not.
32:15
People
32:15
aren't
32:16
gonna
32:16
do
32:16
this.
32:17
They're
32:17
not
32:17
gonna,
32:17
like,
32:18
this
32:18
is
32:19
a
32:19
hassle.
32:19
It's
32:20
easy
32:20
just
32:20
to
32:20
dismiss.
32:21
But
32:21
I
32:21
think
32:22
what's
32:22
going
32:22
to
32:22
be
32:22
so
32:23
important
32:23
is
32:23
that
32:24
that's.
32:24
Those
32:24
are
32:25
easy
32:25
problems
32:25
to
32:26
fix.
32:26
This
32:26
is
32:26
like
32:26
phase
32:27
one
32:28
in
32:28
one
32:28
market.
32:29
And
32:29
this
32:29
is
32:30
why
32:30
as
32:30
a
32:30
retailer,
32:31
you
32:31
can't
32:32
just
32:32
pass
32:32
off
32:33
a
32:33
technology
32:33
like
32:34
it's
32:34
not
32:34
ready.
32:35
This
32:35
is
32:35
going
32:36
to
32:36
come
32:36
fast
32:36
and
32:37
furious
32:37
for
32:37
you
32:37
grocery
32:38
industry.
32:38
And
32:39
those
32:39
kind
32:39
of
32:39
kinks
32:40
will
32:40
be
32:40
worked
32:41
out
32:41
quickly
32:42
because
32:42
there's
32:43
so
32:43
much
32:43
to
32:44
gain
32:44
from
32:44
the
32:44
consumer
32:45
perspective
32:45
here.
32:46
So
32:46
I
32:46
think
32:46
it
32:47
is
32:47
a
32:47
big
32:47
concern,
32:48
I
32:48
agree
32:48
with
32:49
you.
32:49
For
32:50
members
32:50
of
32:50
the
32:50
grocery
32:51
industry
32:51
to
32:51
be
32:51
paying
32:52
attention
32:52
to.
32:52
Yeah,
32:53
you
32:53
could
32:53
dismiss
32:53
the
32:54
app,
32:54
but
32:54
you
32:54
can't
32:54
necessarily
32:55
dismiss
32:55
the
32:55
idea.
32:56
The
32:56
fundamental
32:57
idea
32:57
that
32:57
it's
32:58
predicated
32:58
upon.
32:59
Right.
32:59
And
33:00
that,
33:00
and
33:00
that's
33:00
why
33:00
we
33:01
do
33:01
this
33:01
show
33:01
quite
33:02
honestly,
33:02
is
33:02
to
33:02
go
33:03
beyond
33:03
the
33:03
headlines
33:03
and
33:04
talk
33:04
about,
33:04
you
33:05
know,
33:05
the
33:05
implications
33:05
here
33:06
for
33:06
the
33:06
long
33:06
term.
33:06
So,
33:07
yeah,
33:07
and
33:07
there
33:07
isn't
33:07
even
33:08
loyalty
33:08
played
33:08
into
33:09
this
33:09
yet
33:09
either.
33:10
Like,
33:10
that's
33:10
the
33:10
other
33:10
thing
33:10
that
33:11
I
33:11
think
33:11
makes
33:11
a
33:11
big
33:11
difference.
33:12
If
33:12
you
33:12
look
33:12
at,
33:12
you
33:13
know,
33:13
this
33:13
July
33:14
shopping
33:14
week
33:15
that's
33:15
been
33:15
instigated
33:16
by
33:16
Prime
33:16
Week.
33:17
I
33:17
mean,
33:17
I
33:18
was
33:18
shocked
33:18
at
33:18
some
33:18
of
33:19
the
33:19
loyalty
33:19
plays
33:19
that
33:20
were
33:20
happening.
33:20
Like,
33:20
you
33:21
know,
33:21
you,
33:21
you're
33:22
comparing
33:22
prices
33:23
on
33:23
an
33:23
espresso
33:24
coffee
33:24
machine,
33:25
Right.
33:25
But
33:25
if
33:26
you
33:26
go
33:26
to
33:26
Walmart,
33:27
like
33:27
I
33:27
got
33:27
an
33:27
ext
33:28
extra
33:28
$10
33:29
cash
33:29
back
33:29
for
33:29
that.
33:30
Or
33:30
at
33:30
Target
33:30
they
33:31
were
33:31
giving
33:31
a
33:31
certain
33:32
deal.
33:32
Like
33:32
the
33:33
loyalty
33:33
parts
33:34
haven't
33:34
even
33:34
come
33:34
into
33:35
this
33:35
app
33:35
yet
33:35
either.
33:36
So
33:36
I
33:36
think
33:37
there's
33:37
even
33:37
more
33:37
potential
33:38
for
33:38
this
33:38
app
33:39
once
33:39
you
33:39
start
33:39
to
33:39
think
33:39
about
33:40
like
33:40
fetch
33:40
rewards
33:41
or
33:41
an
33:41
upside
33:42
getting
33:42
involved
33:43
in
33:43
this
33:43
too.
33:43
And
33:43
then
33:44
being
33:44
able
33:44
to
33:44
show
33:44
like,
33:45
okay,
33:45
but
33:45
with
33:45
your
33:46
loyalty
33:46
you
33:46
can
33:46
also
33:47
get
33:47
these
33:47
things
33:48
here.
33:48
So
33:48
there's
33:49
a
33:49
lot
33:49
for
33:49
grocers
33:50
to
33:50
be
33:50
paying
33:50
attention
33:50
to.
33:51
Yeah.
33:52
And
33:52
I,
33:52
and
33:52
remember
33:53
we
33:53
had
33:53
David
33:53
Doer.
33:53
I
33:54
think
33:54
it
33:54
was
33:54
David
33:54
Dorff
33:54
of
33:55
aws.
33:55
I'm
33:55
thinking
33:55
it
33:56
was
33:56
him
33:56
who
33:56
told
33:56
us
33:56
about,
33:57
you
33:57
know,
33:58
what
33:58
does
33:58
loyalty
33:58
mean
33:58
in
33:59
the
33:59
agentic
33:59
AI
33:59
world?
34:00
Right.
34:00
Like
34:00
how
34:01
important
34:01
is
34:01
that?
34:01
Or
34:02
do
34:02
you
34:02
just
34:02
start
34:02
caring
34:03
about
34:03
price?
34:03
Like
34:04
you
34:04
just
34:04
want
34:04
to
34:04
get
34:05
everything
34:05
coordinated
34:06
to
34:06
you
34:06
and
34:06
delivered
34:07
for
34:07
you.
34:07
And,
34:07
yeah,
34:08
maybe
34:08
the
34:08
loyalty
34:08
schemes
34:09
work
34:09
in
34:09
the
34:09
background,
34:09
but
34:09
do
34:10
you
34:10
even
34:10
pay
34:10
attention
34:10
to
34:11
them
34:11
anymore?
34:11
Who
34:11
the
34:12
hell
34:12
knows,
34:12
right?
34:13
That's
34:13
why
34:14
this
34:14
is
34:14
important.
34:15
All
34:15
right,
34:16
well,
34:16
let's
34:16
go
34:16
to
34:16
the
34:16
lightning
34:17
round.
34:18
Chris,
34:18
question
34:19
number
34:19
one.
34:19
Grocery
34:19
deals.
34:20
Who
34:20
we
34:20
just
34:20
mentioned.
34:21
The
34:21
new
34:21
gas
34:21
app
34:22
for
34:22
groceries
34:23
is
34:23
the
34:23
free
34:24
app
34:24
that
34:24
helps
34:24
visitors
34:25
compare
34:25
the
34:25
cost
34:25
of
34:26
groceries
34:26
at
34:26
a
34:26
variety
34:27
of
34:27
nearby
34:27
outlets
34:28
and
34:28
then
34:28
builds
34:28
virtual
34:29
carts
34:29
for
34:29
them
34:30
to
34:30
save
34:30
money
34:30
on
34:30
their
34:31
groceries.
34:31
I'm
34:32
curious,
34:33
what
34:33
three
34:33
grocery
34:34
items
34:34
you
34:35
would
34:35
use
34:35
this
34:36
app
34:36
for?
34:37
Oh,
34:38
man.
34:38
And,
34:38
you
34:38
know,
34:39
God,
34:39
I
34:39
gotta
34:40
think
34:40
about
34:40
this.
34:40
So
34:40
when
34:40
I
34:40
think
34:41
about,
34:41
like,
34:41
what
34:41
are
34:41
my
34:42
grocery
34:42
staples?
34:42
The
34:43
things
34:43
I'm
34:43
going
34:43
to
34:43
the
34:43
grocery
34:44
store.
34:44
I
34:44
go
34:44
to
34:44
the
34:44
grocery
34:44
store
34:45
a
34:45
lot.
34:45
I
34:45
go
34:45
almost
34:45
every
34:45
day.
34:47
And
34:47
I
34:48
think
34:48
the
34:48
three
34:48
things
34:48
that
34:48
are
34:49
in
34:49
my
34:49
cart
34:49
the
34:50
most
34:50
are.
34:50
This
34:51
is
34:51
gonna.
34:51
It's
34:51
gonna
34:52
crack
34:52
you
34:52
up.
34:52
Red
34:53
Vines.
34:54
Oh,
34:54
my
34:54
God.
34:56
Dried
34:57
dates,
34:57
pitted
34:58
dried
34:58
dates,
34:59
and
34:59
coconut
35:00
milk.
35:00
Those
35:00
are
35:00
the
35:00
three
35:01
things
35:01
that
35:01
I'm
35:01
purchasing
35:02
the
35:02
most
35:02
often.
35:02
So
35:03
if
35:03
I
35:03
could
35:03
get
35:03
a
35:03
good
35:03
deal
35:03
on
35:04
those
35:04
and
35:04
just,
35:05
you
35:05
know,
35:05
I.
35:06
I'd
35:06
be
35:06
all
35:06
for
35:06
it.
35:06
Yeah.
35:07
100.
35:08
You're
35:08
messing
35:09
the
35:09
algorithm,
35:09
man.
35:10
That
35:10
algorithm
35:11
is
35:11
like,
35:11
we
35:11
don't
35:11
know
35:11
what
35:12
to
35:12
make
35:12
of
35:12
this
35:12
guy.
35:13
He's
35:13
maybe
35:13
healthy,
35:14
but
35:14
then
35:14
also
35:14
still
35:15
consumes
35:15
Red
35:15
number
35:16
five
35:16
on
35:16
a
35:16
regular
35:17
basis.
35:17
What's
35:17
happening?
35:18
What
35:18
is
35:18
going
35:18
on?
35:19
Right?
35:19
Yeah,
35:20
I'm
35:20
an
35:20
enigma.
35:21
All
35:21
right.
35:21
Word
35:21
on
35:22
the
35:22
street
35:22
is
35:22
that
35:22
McDonald's
35:23
is
35:23
turning
35:23
up
35:23
the
35:23
heat
35:24
on
35:24
breakfast
35:24
this
35:25
summer.
35:25
And
35:26
starting
35:26
July
35:27
8,
35:27
you
35:27
can
35:28
add
35:28
some
35:28
kick.
35:28
Oh,
35:29
this
35:29
might
35:29
be
35:29
up
35:30
your
35:30
alley.
35:30
You
35:30
can
35:30
add
35:30
some
35:31
kick
35:31
to
35:31
your
35:31
morning
35:31
routine
35:32
with
35:32
the
35:32
sizzling
35:33
debut
35:33
of
35:34
the
35:34
spicy
35:34
McMuffin
35:35
breakfast
35:36
sandwich.
35:36
The
35:36
limited
35:37
time
35:37
glow
35:38
up
35:38
includes
35:38
everything
35:39
you
35:39
already
35:39
love
35:39
about
35:40
the
35:40
iconic
35:40
Egg
35:41
McMuffin,
35:42
plus
35:42
a
35:42
fiery
35:43
delicious
35:43
twist,
35:44
a
35:44
shot
35:44
of
35:44
McDonald's
35:45
signature
35:46
spicy
35:46
pepper
35:47
sauce,
35:47
and
35:48
will
35:48
you
35:48
or
35:48
anyone
35:49
in
35:49
your
35:49
family
35:49
give
35:50
a
35:50
spicy
35:50
McMuffin
35:51
a
35:51
whirl?
35:52
What's
35:52
the
35:52
signature
35:53
spicy
35:53
pepper
35:54
sauce?
35:54
Does
35:54
this
35:54
exist
35:55
already?
35:55
No
35:55
idea.
35:55
This
35:56
is
35:56
Chick
35:56
Fil
35:56
a
35:57
sauce
35:57
that
35:57
McDonald's
35:58
has,
35:58
and
35:58
I
35:58
just
35:59
don't
35:59
know
35:59
about
35:59
it.
35:59
I.
36:00
No
36:00
idea.
36:01
It
36:01
doesn't
36:01
hook
36:01
me
36:01
at
36:02
all.
36:02
We
36:03
are,
36:03
I
36:03
would
36:04
say
36:04
our
36:04
family
36:04
is
36:05
pretty
36:05
exclusively
36:06
Starbucks
36:06
breakfast
36:07
eaters
36:08
because
36:08
it's
36:09
just
36:09
more
36:09
convenient.
36:09
Like,
36:10
I
36:10
couldn't
36:10
tell
36:10
you
36:10
the
36:10
last
36:11
time
36:11
I
36:11
had
36:11
a
36:11
McDonald's
36:12
breakfast,
36:13
but,
36:13
I
36:13
mean,
36:14
I'm
36:14
intrigued.
36:14
I
36:15
love.
36:15
Who
36:15
doesn't
36:16
love
36:16
a
36:16
spicy
36:17
sausage
36:18
breakfast
36:18
sandwich?
36:19
That
36:19
sounds
36:20
interesting.
36:21
You
36:21
might
36:21
give
36:21
it
36:21
a
36:22
shot.
36:22
You
36:22
might
36:22
give
36:22
it
36:22
a
36:22
shot.
36:23
Yeah.
36:23
Maybe.
36:24
I
36:24
just.
36:24
I.
36:24
We
36:25
don't
36:25
have
36:25
a
36:25
McDonald's
36:26
that
36:26
we
36:27
are
36:27
frequenting
36:28
ever.
36:28
So
36:29
I
36:29
don't
36:29
know.
36:30
I'd
36:30
have
36:30
to
36:30
be
36:30
the
36:30
right
36:31
time
36:31
and
36:31
place.
36:32
There
36:32
isn't
36:32
a
36:32
real.
36:33
There
36:33
isn't
36:33
a
36:33
McDonald's
36:33
that's
36:34
really
36:34
close
36:34
by
36:34
to
36:34
us.
36:34
That's
36:35
a
36:35
good
36:35
point.
36:35
Which
36:35
is
36:35
kind
36:36
of
36:36
odd
36:36
when
36:36
you
36:36
think
36:36
about
36:36
there
36:37
aren't
36:37
a
36:37
lot
36:37
of
36:37
fast
36:37
food
36:37
restaurants
36:38
in
36:38
our
36:38
neighborhood.
36:38
Actually,
36:39
no.
36:40
Not
36:40
a
36:40
bad
36:40
thing,
36:40
though.
36:41
I'll
36:41
take
36:41
it.
36:42
Okay,
36:43
question
36:44
three,
36:44
Chris.
36:44
Bob's
36:45
Discount
36:45
Furniture
36:46
is
36:46
starting
36:46
a
36:46
new
36:47
series
36:47
of
36:47
social
36:48
programming,
36:48
including
36:49
one
36:50
segment
36:50
called
36:50
Furniture
36:51
Eulogies,
36:52
which
36:52
will
36:53
give
36:53
heartfelt
36:53
shout
36:54
outs
36:54
to
36:54
questionable
36:55
design
36:55
choices
36:56
within
36:56
your
36:56
home.
36:57
Which
36:57
design
36:58
element
36:59
or
36:59
item
37:00
in
37:00
your
37:00
house
37:01
needs
37:01
to
37:01
be
37:01
eulogized?
37:02
Chris.
37:03
Oh,
37:04
my
37:04
God.
37:04
That.
37:04
That
37:04
is
37:05
such
37:05
a
37:05
wonderful
37:05
question.
37:06
And
37:06
I
37:06
know
37:06
the
37:06
exact
37:07
answer.
37:07
For
37:07
me
37:07
in
37:08
my
37:08
house,
37:08
it's
37:08
our
37:09
dining
37:09
room
37:09
table.
37:10
I
37:10
freaking
37:10
hate
37:10
the
37:11
thing.
37:11
It's
37:11
huge.
37:12
It's
37:12
wooden.
37:13
I.
37:13
I
37:13
got.
37:13
I
37:14
got
37:14
a
37:14
tip
37:14
for
37:14
you
37:14
all,
37:15
okay?
37:15
Never,
37:16
ever
37:16
buy
37:16
a
37:17
table
37:17
that
37:17
you
37:18
can't
37:18
write
37:18
on
37:18
with
37:18
a
37:19
paper
37:19
and
37:19
pen.
37:20
Like,
37:20
it's
37:20
so
37:21
frustrating.
37:21
It's
37:22
so
37:22
annoying.
37:23
I
37:23
want
37:23
to
37:23
get
37:23
rid
37:24
of
37:24
it
37:24
since
37:24
the
37:24
day
37:24
I
37:25
got
37:25
it.
37:25
And
37:26
that's
37:26
my
37:26
advice
37:26
for
37:27
anyone
37:27
listening.
37:27
And
37:27
it's
37:28
just.
37:28
It's.
37:28
It's.
37:28
It's
37:29
such
37:29
a
37:29
bad
37:30
move.
37:30
You
37:30
don't
37:30
want
37:30
to
37:31
do
37:31
it.
37:31
Even
37:31
if
37:31
it
37:31
looks
37:31
cool,
37:32
don't
37:32
do
37:33
it.
37:34
Okay,
37:34
Noted.
37:35
So
37:35
the
37:35
dining
37:36
room
37:36
table.
37:36
No,
37:37
like,
37:37
art
37:37
or
37:37
anything
37:38
that.
37:38
You
37:38
gotta
37:39
be
37:39
a
37:39
flat
37:40
couch.
37:40
Got
37:40
to
37:40
be
37:40
a
37:40
flat
37:41
pad.
37:41
Okay.
37:42
No,
37:42
I'm
37:42
ready
37:43
to
37:43
burn
37:43
that
37:43
thing
37:43
in
37:44
effigy
37:44
and.
37:44
All
37:44
right.
37:45
A
37:45
new
37:45
dating
37:45
trend
37:46
known
37:46
as
37:47
banksying
37:48
involves
37:49
slowly
37:49
withdrawing
37:50
emotionally
37:50
from
37:50
your
37:51
partner
37:51
without
37:51
telling
37:52
them
37:52
that
37:52
that's
37:53
what
37:53
you're
37:53
doing
37:54
when
37:54
the
37:54
time
37:54
comes
37:55
to
37:55
finally
37:55
break
37:55
up
37:56
the
37:56
Banks
37:56
year.
37:57
Not
37:58
the
37:58
Banksy.
37:58
Banksy.
37:59
E.
37:59
The
38:00
Banksy
38:00
er
38:01
Often
38:01
feels
38:01
better
38:02
having
38:02
mentally
38:02
checked
38:03
out
38:03
of
38:03
the
38:03
relationship
38:04
long
38:04
ago,
38:05
while
38:05
the
38:05
other
38:06
partner
38:06
is
38:06
left
38:06
blindsided
38:07
and
38:07
confused.
38:08
The
38:08
is
38:08
so
38:08
great.
38:09
Have
38:09
you
38:10
or
38:10
have.
38:11
Have
38:11
you
38:11
or
38:11
have
38:12
you
38:12
ever
38:12
been
38:13
banked?
38:16
I
38:16
have
38:16
Banksy
38:17
Somebody.
38:18
You
38:18
bank.
38:19
My
38:20
first
38:20
real
38:20
boyfriend,
38:21
Phil.
38:22
I
38:22
still
38:22
feel
38:23
so
38:23
bad
38:23
about
38:23
it.
38:23
Like,
38:24
I
38:24
still
38:24
have
38:24
dreams
38:25
where
38:25
I
38:25
feel
38:25
bad
38:26
that.
38:27
But
38:27
I
38:27
was
38:27
at
38:27
college,
38:28
and
38:28
I
38:28
found
38:29
I
38:29
was
38:29
like,
38:29
whoa,
38:29
college
38:30
is
38:30
great.
38:30
My
38:31
high
38:31
school
38:31
boyfriend.
38:31
Are
38:32
we
38:32
hanging
38:32
on
38:32
to
38:32
this?
38:33
I
38:33
don't
38:33
think
38:33
so.
38:34
I
38:34
want
38:34
to
38:34
explore
38:35
the
38:35
world
38:35
here
38:36
at
38:36
college.
38:36
And
38:36
I
38:37
was
38:37
a
38:37
real
38:37
jerk,
38:38
and
38:38
he
38:38
was
38:39
the
38:39
most
38:39
kind
38:39
person.
38:40
So,
38:40
Phil,
38:41
if
38:41
you're
38:41
listening,
38:42
I'm
38:42
Real
38:42
sorry.
38:44
I
38:44
guess
38:45
we
38:45
have
38:45
a
38:45
name
38:46
for
38:46
it.
38:46
Like,
38:47
it's
38:47
not
38:47
anything
38:47
new,
38:47
but
38:48
it's
38:48
like,
38:48
kind
38:48
of
38:48
interesting
38:49
that
38:49
we
38:49
have
38:49
a
38:49
name
38:49
for
38:49
it
38:50
now,
38:50
right?
38:50
Like
38:51
it's
38:51
something
38:51
that
38:51
probably
38:51
everybody's
38:52
done,
38:52
I
38:53
guess.
38:53
Yeah.
38:55
I'm
38:55
not
38:55
sure
38:55
I
38:56
love
38:56
the
38:56
name,
38:56
but
38:57
we'll
38:57
go
38:57
with
38:57
it,
38:58
I
38:58
guess.
38:58
Like,
38:59
yeah,
38:59
Bank
39:00
Seed.
39:00
Right?
39:01
The
39:01
connection.
39:01
Right.
39:02
Yeah.
39:02
I
39:02
don't
39:02
know.
39:02
I
39:03
agree.
39:03
All
39:03
right,
39:03
well,
39:03
happy
39:04
birthday
39:04
to
39:05
it
39:05
sounds
39:05
like
39:05
a
39:05
stretch.
39:06
Yeah,
39:06
it
39:06
does
39:06
sound
39:06
like
39:06
a
39:06
stretch
39:06
to
39:07
me,
39:07
too.
39:07
But
39:07
it
39:07
sounds
39:07
like
39:08
something
39:08
that
39:08
could
39:08
catch
39:08
on.
39:08
To
39:09
Happy
39:09
birthday
39:10
today
39:10
to
39:10
Tom
39:10
Hanks,
39:11
Kelly
39:11
McGillis,
39:12
and
39:12
to
39:12
Victor
39:13
so
39:13
Fuentes
39:14
himself
39:14
of
39:14
LA
39:15
Law,
39:15
the
39:15
great
39:16
Jimmy
39:16
Smith.
39:17
And
39:17
remember,
39:17
if
39:17
you
39:17
can
39:18
only
39:18
read
39:18
or
39:18
listen
39:18
to
39:18
one
39:19
retail
39:19
blog
39:19
in
39:19
the
39:19
business,
39:20
make
39:20
it
39:20
Omnitong
39:21
only
39:21
retail
39:21
media
39:21
outlet
39:22
run
39:22
by
39:22
two
39:22
former
39:23
executives
39:23
from
39:23
a
39:24
current
39:24
top
39:24
10
39:24
US
39:25
retailer.
39:25
Our
39:26
Fast
39:26
Five
39:26
podcast
39:26
is
39:27
the
39:27
quickest,
39:27
fastest
39:27
rundown
39:28
of
39:28
all
39:28
the
39:28
week's
39:28
top
39:28
news
39:29
and
39:29
our
39:29
daily
39:30
newsletter,
39:30
the
39:30
Retail
39:31
Daily
39:31
Minute,
39:31
tells
39:31
you
39:31
all
39:32
you
39:32
need
39:32
to
39:32
know
39:32
each
39:32
day
39:33
to
39:33
stay
39:33
on
39:33
top
39:34
of
39:34
your
39:34
game
39:34
as
39:34
a
39:34
retail
39:35
executive
39:35
and
39:35
also
39:36
regularly
39:36
feature
39:37
special
39:37
content
39:37
that
39:37
is
39:38
exclusive
39:38
to
39:38
us
39:38
and
39:39
that
39:39
Ann
39:39
and
39:39
I
39:39
take
39:40
a
39:40
lot
39:40
of
39:40
pride
39:40
in
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39:42
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39:43
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39:43
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39:57
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39:59
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