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Walmart's Game-Changer: Same-Day Prescription Delivery Is Here! · Omni Talk Retail

• 0:00
  Walmart
• 0:00
  has
• 0:00
  added
• 0:01
  same
• 0:01
  day
• 0:02
  prescription
• 0:02
  delivery
• 0:03
  service.
• 0:03
  According
• 0:04
  to
• 0:04
  Seeking
• 0:04
  Alpha,
• 0:05
  the
• 0:05
  retail
• 0:05
  giant
• 0:05
  will
• 0:05
  begin
• 0:06
  to
• 0:06
  deliver
• 0:06
  prescriptions
• 0:07
  to
• 0:07
  households
• 0:07
  in
• 0:07
  the
• 0:07
  US
• 0:08
  in
• 0:08
  as
• 0:08
  little
• 0:09
  as
• 0:10
  30
• 0:10
  minutes.
• 0:10
  30?
• 0:11
  That's
• 0:12
  right,
• 0:12
  30
• 0:12
  minutes.
• 0:12
  Customers
• 0:13
  have
• 0:13
  the
• 0:13
  ability
• 0:13
  to
• 0:14
  add
• 0:14
  prescriptions
• 0:15
  and
• 0:15
  medication
• 0:15
  refills
• 0:16
  to
• 0:16
  their
• 0:17
  orders
• 0:17
  for
• 0:17
  groceries
• 0:18
  and
• 0:18
  other
• 0:18
  products
• 0:19
  and
• 0:19
  the
• 0:19
  service
• 0:19
  will
• 0:19
  be
• 0:20
  free
• 0:20
  for
• 0:21
  Walmart
• 0:21
  plus
• 0:21
  members.
• 0:22
  Walmart
• 0:22
  aims
• 0:23
  to
• 0:23
  have
• 0:23
  prescription
• 0:23
  delivery
• 0:24
  available
• 0:24
  in
• 0:25
  49
• 0:25
  states
• 0:25
  by
• 0:25
  the
• 0:26
  end
• 0:26
  of
• 0:26
  January,
• 0:26
  with
• 0:27
  coverage
• 0:27
  across
• 0:27
  more
• 0:28
  than
• 0:28
  86%
• 0:29
  of
• 0:29
  us
• 0:30
  households.
• 0:30
  Uh,
• 0:31
  Chris,
• 0:31
  we're
• 0:31
  going
• 0:31
  to
• 0:31
  you
• 0:32
  first
• 0:32
  here.
• 0:33
  How
• 0:33
  big
• 0:33
  of
• 0:33
  a
• 0:33
  move
• 0:34
  is
• 0:34
  same
• 0:34
  day
• 0:34
  prescription
• 0:35
  delivery
• 0:35
  from
• 0:35
  Walmart?
• 0:36
  There's
• 0:36
  a
• 0:36
  lot
• 0:36
  of
• 0:36
  perks
• 0:37
  in
• 0:37
  that
• 0:37
  announcement.
• 0:39
  Yeah,
• 0:39
  I
• 0:40
  mean,
• 0:40
  I
• 0:40
  think
• 0:40
  it's
• 0:41
  definitely
• 0:41
  a
• 0:42
  big
• 0:42
  move.
• 0:43
  I
• 0:43
  think
• 0:43
  it's
• 0:43
  scarier
• 0:44
  if
• 0:44
  you're
• 0:45
  CV's
• 0:45
  Walgreens
• 0:46
  sitting
• 0:46
  there.
• 0:47
  It's
• 0:48
  obviously
• 0:48
  quite
• 0:49
  a,
• 0:49
  quite
• 0:49
  an
• 0:49
  intimidating
• 0:50
  move.
• 0:51
  But
• 0:51
  I
• 0:51
  don't
• 0:51
  think
• 0:52
  of
• 0:52
  it
• 0:52
  as,
• 0:52
  you
• 0:52
  know,
• 0:53
  some
• 0:53
  people
• 0:53
  have
• 0:53
  been
• 0:53
  saying
• 0:54
  this
• 0:54
  is
• 0:54
  the
• 0:55
  like
• 0:56
  critical
• 0:57
  death
• 0:57
  of
• 0:58
  pharmacy
• 0:58
  and
• 0:59
  drug.
• 1:00
  I
• 1:00
  mean,
• 1:00
  I
• 1:00
  look
• 1:01
  at
• 1:01
  it
• 1:01
  more
• 1:01
  as
• 1:02
  a
• 1:02
  million
• 1:03
  cuts
• 1:03
  that
• 1:03
  are
• 1:03
  going
• 1:04
  to
• 1:04
  a
• 1:04
  contributing
• 1:05
  factor
• 1:05
  that's
• 1:05
  going
• 1:05
  to
• 1:06
  lead
• 1:06
  to
• 1:06
  continued
• 1:07
  decline
• 1:07
  in
• 1:07
  drug.
• 1:07
  I
• 1:08
  mean,
• 1:08
  so
• 1:08
  today,
• 1:10
  90%
• 1:11
  of
• 1:11
  households
• 1:12
  are
• 1:12
  within
• 1:13
  10
• 1:13
  miles
• 1:13
  of
• 1:13
  a
• 1:14
  Walmart
• 1:14
  pharmacy.
• 1:15
  But
• 1:15
  they
• 1:16
  only
• 1:16
  actually,
• 1:16
  Walmart
• 1:17
  only
• 1:17
  has
• 1:17
  5%
• 1:18
  of
• 1:18
  the
• 1:18
  market
• 1:18
  share
• 1:19
  for
• 1:19
  prescriptions,
• 1:20
  Walgreens
• 1:21
  and
• 1:21
  CV's
• 1:22
  40
• 1:22
  50%.
• 1:23
  So
• 1:25
  right
• 1:25
  out
• 1:25
  of
• 1:25
  the
• 1:25
  gate,
• 1:26
  will
• 1:26
  they
• 1:26
  start
• 1:26
  to
• 1:27
  steal
• 1:27
  some
• 1:27
  market
• 1:27
  share
• 1:28
  away?
• 1:28
  Probably,
• 1:29
  but
• 1:29
  their
• 1:30
  overall
• 1:30
  penetration
• 1:31
  in
• 1:31
  the
• 1:31
  pharmacy
• 1:31
  is
• 1:32
  relatively
• 1:32
  low.
• 1:34
  It
• 1:34
  starts
• 1:34
  to
• 1:34
  get
• 1:34
  more
• 1:35
  interesting.
• 1:35
  Amazons
• 1:36
  doing
• 1:36
  the
• 1:36
  same
• 1:36
  thing.
• 1:37
  I
• 1:37
  think
• 1:38
  Walmart
• 1:38
  is
• 1:38
  targeting
• 1:39
  90%
• 1:40
  coverage
• 1:40
  by
• 1:40
  January.
• 1:41
  Amazon's
• 1:42
  opening
• 1:43
  new
• 1:43
  pharmacies.
• 1:44
  I
• 1:44
  think
• 1:44
  they're
• 1:44
  trying
• 1:44
  to
• 1:45
  reach
• 1:45
  50%
• 1:46
  of
• 1:46
  households
• 1:47
  with
• 1:47
  same
• 1:47
  day
• 1:48
  over
• 1:48
  the
• 1:48
  next
• 1:48
  year.
• 1:49
  So
• 1:49
  you
• 1:50
  start
• 1:50
  to
• 1:50
  have
• 1:50
  more
• 1:50
  and
• 1:50
  more
• 1:51
  competitors
• 1:51
  in
• 1:51
  the
• 1:51
  space.
• 1:52
  And
• 1:52
  I
• 1:52
  think
• 1:52
  it
• 1:53
  does
• 1:53
  beg
• 1:53
  the
• 1:53
  question
• 1:54
  of
• 1:54
  what
• 1:54
  is
• 1:55
  the
• 1:55
  future
• 1:55
  for
• 1:56
  pharmacies
• 1:56
  like
• 1:57
  Walgreens
• 1:57
  and
• 1:57
  CV's
• 1:58
  that
• 1:58
  have
• 1:58
  8000
• 1:59
  locations?
• 2:00
  They're
• 2:00
  continuing
• 2:01
  to
• 2:01
  evaluate
• 2:02
  their
• 2:02
  footprints.
• 2:03
  I
• 2:03
  think
• 2:03
  the
• 2:04
  bigger
• 2:04
  thing
• 2:04
  here
• 2:04
  for
• 2:05
  them
• 2:05
  is
• 2:05
  that
• 2:05
  Walmart
• 2:06
  doesn't
• 2:06
  really
• 2:06
  have
• 2:07
  to
• 2:07
  make
• 2:07
  money
• 2:07
  on
• 2:08
  their
• 2:08
  pharmacy,
• 2:09
  whereas
• 2:09
  they
• 2:09
  really
• 2:10
  do.
• 2:11
  So
• 2:11
  I
• 2:11
  think
• 2:11
  it's
• 2:11
  just
• 2:12
  another
• 2:12
  cut
• 2:12
  that's
• 2:12
  going
• 2:13
  to
• 2:13
  start
• 2:13
  amping
• 2:13
  up
• 2:13
  the
• 2:14
  pressure.
• 2:14
  And
• 2:14
  it
• 2:14
  really
• 2:15
  shows
• 2:15
  how
• 2:15
  other
• 2:16
  players
• 2:16
  who
• 2:16
  are
• 2:16
  competing
• 2:17
  for
• 2:17
  those
• 2:17
  same
• 2:18
  scripts
• 2:18
  and
• 2:18
  the
• 2:19
  same
• 2:19
  front
• 2:19
  end
• 2:19
  baskets
• 2:20
  have
• 2:21
  a
• 2:21
  lot
• 2:21
  more
• 2:21
  levers
• 2:22
  to
• 2:22
  innovate
• 2:23
  than
• 2:24
  your
• 2:24
  cvs
• 2:24
  is
• 2:25
  in
• 2:25
  your
• 2:25
  Walgreens
• 2:25
  of
• 2:25
  the
• 2:26
  world.
• 2:27
  Yeah,
• 2:27
  absolutely.
• 2:28
  And,
• 2:28
  and
• 2:28
  then
• 2:28
  you
• 2:29
  throw
• 2:29
  in
• 2:29
  grocery
• 2:29
  delivery
• 2:30
  in
• 2:30
  there
• 2:30
  too,
• 2:30
  which
• 2:30
  is
• 2:30
  something
• 2:31
  that
• 2:31
  Walgreens,
• 2:31
  CV's
• 2:32
  can't
• 2:32
  compete
• 2:33
  with,
• 2:33
  for
• 2:33
  sure.
• 2:34
  Um.
• 2:34
  All
• 2:34
  right,
• 2:35
  Chris
• 2:36
  Walton,
• 2:36
  you
• 2:37
  are
• 2:37
  so
• 2:37
  excited
• 2:38
  about
• 2:38
  this.
• 2:38
  I
• 2:38
  know.
• 2:39
  What
• 2:39
  are
• 2:39
  your
• 2:39
  thoughts
• 2:40
  here?
• 2:41
  Yeah,
• 2:41
  I
• 2:41
  mean,
• 2:41
  Chris
• 2:41
  brought
• 2:42
  up
• 2:42
  some
• 2:42
  great
• 2:42
  points
• 2:43
  there.
• 2:43
  Like,
• 2:43
  I
• 2:43
  didn't
• 2:43
  realize
• 2:43
  the
• 2:43
  underpenetration
• 2:44
  of
• 2:44
  Walmart's
• 2:45
  pharmacy
• 2:45
  business.
• 2:45
  So
• 2:46
  that
• 2:46
  means
• 2:46
  to
• 2:46
  me,
• 2:46
  this
• 2:46
  is
• 2:47
  just
• 2:47
  all
• 2:47
  a
• 2:47
  massive
• 2:48
  growth
• 2:48
  opportunity.
• 2:49
  Um,
• 2:49
  the
• 2:49
  other
• 2:50
  thing
• 2:50
  that
• 2:50
  I'm
• 2:50
  reminded
• 2:51
  of
• 2:51
  is
• 2:51
  the
• 2:51
  great
• 2:51
  MC
• 2:52
  Hammer
• 2:52
  song
• 2:52
  and
• 2:53
  of
• 2:53
  can't
• 2:53
  touch
• 2:54
  this
• 2:54
  because,
• 2:55
  you
• 2:55
  know,
• 2:55
  Chris
• 2:55
  mentioned
• 2:56
  it
• 2:56
  a
• 2:56
  little
• 2:56
  bit,
• 2:56
  but
• 2:57
  like,
• 2:57
  the,
• 2:58
  the
• 2:58
  Wall,
• 2:59
  the
• 2:59
  Walgreens
• 2:59
  and
• 2:59
  CV's
• 3:00
  is
• 3:00
  the
• 3:00
  world.
• 3:00
  They
• 3:00
  can't
• 3:00
  really
• 3:01
  do
• 3:01
  this
• 3:01
  at
• 3:01
  the
• 3:01
  same
• 3:02
  scale,
• 3:02
  particularly
• 3:02
  because
• 3:03
  of
• 3:03
  the
• 3:03
  dynamics
• 3:03
  of
• 3:04
  the
• 3:04
  other
• 3:04
  items
• 3:04
  you
• 3:04
  can
• 3:05
  ship
• 3:05
  with
• 3:06
  your
• 3:06
  pharmacy
• 3:06
  orders
• 3:07
  that
• 3:07
  Walmart
• 3:08
  can.
• 3:08
  And
• 3:09
  then
• 3:09
  I
• 3:09
  look
• 3:09
  at
• 3:09
  their
• 3:10
  biggest
• 3:10
  competitors,
• 3:11
  target
• 3:12
  particularly
• 3:12
  target
• 3:12
  can't
• 3:13
  touch
• 3:13
  this
• 3:13
  at
• 3:13
  all
• 3:14
  because
• 3:14
  of
• 3:14
  the,
• 3:15
  their
• 3:15
  CV's
• 3:15
  relationship.
• 3:16
  They've
• 3:16
  subcontracted
• 3:17
  out
• 3:17
  their
• 3:17
  pharmacy
• 3:18
  business
• 3:18
  to
• 3:18
  CV's.
• 3:19
  So
• 3:19
  think
• 3:19
  about
• 3:19
  the
• 3:19
  coordination
• 3:20
  that's
• 3:20
  going
• 3:20
  to
• 3:20
  be
• 3:20
  involved
• 3:21
  in
• 3:21
  that.
• 3:21
  And
• 3:22
  CV's
• 3:22
  has
• 3:22
  a
• 3:22
  ton
• 3:22
  of
• 3:23
  other
• 3:23
  problems,
• 3:23
  namely,
• 3:23
  they
• 3:24
  just
• 3:24
  named
• 3:24
  a
• 3:24
  new
• 3:24
  CEO
• 3:25
  in
• 3:25
  the
• 3:25
  last
• 3:25
  week.
• 3:26
  So
• 3:26
  they're
• 3:26
  not
• 3:26
  going
• 3:26
  to
• 3:26
  be
• 3:27
  focused
• 3:27
  on
• 3:27
  trying
• 3:27
  to
• 3:27
  do
• 3:28
  that
• 3:28
  and
• 3:28
  figuring
• 3:28
  out
• 3:28
  how
• 3:28
  to
• 3:28
  make
• 3:28
  that
• 3:29
  happen
• 3:29
  at
• 3:29
  a
• 3:29
  target,
• 3:30
  particularly.
• 3:31
  And
• 3:31
  then
• 3:31
  Amazon
• 3:31
  just
• 3:32
  doesn't
• 3:32
  have
• 3:32
  the
• 3:32
  physical
• 3:32
  presence.
• 3:33
  So
• 3:33
  I
• 3:34
  don't
• 3:34
  know.
• 3:34
  I,
• 3:34
  the
• 3:34
  thing
• 3:35
  I
• 3:35
  love
• 3:35
  most
• 3:35
  about
• 3:35
  this
• 3:36
  is
• 3:36
  that
• 3:37
  it
• 3:37
  shows
• 3:38
  the
• 3:38
  beauty
• 3:38
  of
• 3:38
  how
• 3:38
  Walmart
• 3:39
  is
• 3:39
  also
• 3:39
  thinking
• 3:40
  about
• 3:40
  Walmart
• 3:40
  plus.
• 3:41
  It's
• 3:41
  taking
• 3:41
  the
• 3:41
  beauty
• 3:42
  of,
• 3:42
  of
• 3:43
  what
• 3:43
  Walmart
• 3:44
  does
• 3:44
  best,
• 3:44
  which
• 3:44
  is
• 3:44
  its
• 3:45
  physical
• 3:45
  stores
• 3:46
  by
• 3:46
  way
• 3:47
  of
• 3:47
  gas
• 3:47
  discounts,
• 3:48
  scan
• 3:48
  and
• 3:48
  go
• 3:48
  activations,
• 3:49
  and
• 3:49
  now
• 3:50
  pharmacy
• 3:51
  and
• 3:51
  creating
• 3:51
  differentiation
• 3:52
  through
• 3:53
  digital
• 3:54
  by
• 3:54
  way
• 3:54
  of
• 3:54
  that
• 3:55
  subscription,
• 3:55
  which
• 3:55
  is
• 3:56
  just
• 3:56
  going
• 3:56
  to
• 3:56
  be
• 3:56
  so
• 3:57
  powerful.
• 3:57
  And
• 3:57
  to
• 3:57
  Chris's
• 3:58
  point,
• 3:58
  with
• 3:58
  under
• 3:58
  penetration,
• 3:59
  a
• 3:59
  massive
• 4:00
  gross
• 4:00
  opportunity
• 4:00
  here
• 4:01
  potentially,
• 4:01
  too.
• 4:02
  Zachary?
• 4:02
  Yeah,
• 4:02
  Chris,
• 4:02
  I
• 4:03
  think
• 4:03
  it's
• 4:03
  really
• 4:03
  important
• 4:03
  what
• 4:04
  you
• 4:04
  highlight,
• 4:04
  too,
• 4:04
  about
• 4:04
  the
• 4:05
  Walmart
• 4:05
  plus
• 4:05
  membership
• 4:06
  to
• 4:07
  Holden
• 4:07
  Bale.
• 4:08
  He
• 4:08
  was
• 4:08
  sharing
• 4:09
  with
• 4:09
  me
• 4:09
  some
• 4:09
  research
• 4:09
  at
• 4:10
  shop
• 4:10
  talk
• 4:10
  last
• 4:10
  week
• 4:10
  where
• 4:11
  he
• 4:11
  said
• 4:11
  that,
• 4:12
  you
• 4:12
  know,
• 4:12
  of
• 4:12
  the,
• 4:12
  of
• 4:13
  these
• 4:13
  retailers
• 4:13
  that
• 4:14
  they
• 4:14
  studied,
• 4:15
  the
• 4:15
  most
• 4:15
  surprising
• 4:15
  thing
• 4:16
  that
• 4:16
  he
• 4:16
  found
• 4:16
  was
• 4:16
  that
• 4:17
  so
• 4:17
  many
• 4:17
  of
• 4:17
  the
• 4:18
  retailers
• 4:18
  are
• 4:18
  just
• 4:18
  looking
• 4:19
  at
• 4:19
  what
• 4:19
  their
• 4:19
  competitors
• 4:20
  are
• 4:20
  doing
• 4:20
  and
• 4:20
  trying
• 4:21
  to
• 4:21
  do
• 4:21
  that
• 4:21
  versus
• 4:22
  what
• 4:22
  their
• 4:22
  customers
• 4:23
  are
• 4:23
  telling
• 4:23
  them
• 4:23
  that
• 4:23
  they
• 4:24
  want.
• 4:24
  And
• 4:24
  I
• 4:24
  think
• 4:24
  this
• 4:24
  is
• 4:25
  a
• 4:25
  perfect
• 4:25
  example
• 4:26
  of
• 4:27
  Walmart
• 4:27
  doing
• 4:28
  the
• 4:28
  opposite
• 4:29
  here.
• 4:29
  Walmart
• 4:29
  listened
• 4:30
  to
• 4:30
  what
• 4:30
  their
• 4:30
  customers
• 4:31
  said.
• 4:31
  They
• 4:31
  said
• 4:32
  the
• 4:32
  number
• 4:32
  one
• 4:32
  thing
• 4:32
  they
• 4:32
  wanted
• 4:33
  with
• 4:33
  their
• 4:33
  Walmart
• 4:33
  plus
• 4:34
  membership
• 4:34
  was
• 4:34
  the
• 4:34
  ability
• 4:35
  to
• 4:35
  combine
• 4:35
  grocery
• 4:36
  delivery
• 4:36
  and
• 4:37
  prescription
• 4:37
  delivery.
• 4:38
  And
• 4:38
  Walmart
• 4:39
  delivered.
• 4:39
  It's
• 4:39
  the
• 4:40
  single
• 4:40
  most
• 4:40
  asked
• 4:40
  for
• 4:41
  service.
• 4:41
  And
• 4:42
  them
• 4:42
  listening
• 4:43
  to
• 4:43
  their
• 4:43
  customers
• 4:43
  instead
• 4:44
  of
• 4:44
  just
• 4:44
  saying,
• 4:45
  like,
• 4:45
  what's
• 4:45
  Amazon
• 4:46
  doing?
• 4:46
  What's
• 4:46
  target
• 4:47
  doing?
• 4:47
  What's,
• 4:47
  you
• 4:48
  know,
• 4:48
  what
• 4:48
  are
• 4:49
  CV's
• 4:49
  and
• 4:49
  Walgreens
• 4:49
  doing?
• 4:50
  They
• 4:50
  are
• 4:51
  uniquely
• 4:51
  positioned
• 4:52
  to
• 4:52
  give
• 4:52
  the
• 4:53
  customers
• 4:53
  what
• 4:53
  they
• 4:53
  want.
• 4:54
  I
• 4:54
  think
• 4:54
  it's
• 4:54
  so
• 4:54
  brilliant
• 4:55
  here.
• 4:56
  Lakshman,
• 4:57
  I'd
• 4:57
  love
• 4:57
  for
• 4:58
  you
• 4:58
  to
• 4:58
  close
• 4:59
  us
• 4:59
  out.
• 4:59
  What
• 5:00
  do
• 5:00
  you
• 5:00
  think
• 5:00
  of
• 5:00
  this
• 5:00
  move?
• 5:01
  How
• 5:01
  big
• 5:01
  is
• 5:02
  Walmart's
• 5:02
  same
• 5:02
  day
• 5:03
  prescription
• 5:04
  delivery?
• 5:04
  Yeah,
• 5:06
  we
• 5:06
  know
• 5:06
  the
• 5:06
  demographic
• 5:07
  curve
• 5:07
  that's
• 5:08
  coming
• 5:08
  up,
• 5:08
  right?
• 5:08
  We
• 5:09
  know
• 5:09
  that
• 5:09
  the
• 5:09
  baby
• 5:09
  boomers
• 5:10
  and
• 5:11
  the
• 5:11
  next
• 5:11
  wave
• 5:12
  are
• 5:12
  coming
• 5:12
  up
• 5:12
  to
• 5:12
  age
• 5:13
  now.
• 5:13
  It's
• 5:14
  a
• 5:14
  great.
• 5:14
  They
• 5:14
  want
• 5:14
  convenience,
• 5:15
  they
• 5:15
  want
• 5:16
  speed,
• 5:16
  they
• 5:16
  want
• 5:17
  security,
• 5:17
  they
• 5:18
  want
• 5:18
  reliability.
• 5:19
  Who
• 5:19
  best
• 5:20
  to
• 5:20
  deliver
• 5:21
  that
• 5:21
  than
• 5:22
  Walmart?
• 5:23
  100%.
• 5:24
  That's
• 5:24
  great.
• 5:25
  That's
• 5:25
  a
• 5:25
  great
• 5:25
  point
• 5:25
  too,
• 5:26
  because
• 5:26
  the
• 5:26
  demographics
• 5:27
  of
• 5:27
  who
• 5:27
  shops
• 5:28
  where
• 5:28
  at
• 5:28
  what
• 5:28
  pharmacies
• 5:29
  is
• 5:29
  also
• 5:29
  going
• 5:29
  to
• 5:30
  shift
• 5:30
  because
• 5:30
  as
• 5:30
  you
• 5:30
  get
• 5:31
  older
• 5:31
  is
• 5:31
  when
• 5:31
  you
• 5:31
  start
• 5:31
  needing
• 5:32
  medication.
• 5:32
  So
• 5:32
  that
• 5:33
  50%
• 5:34
  roughly,
• 5:34
  I
• 5:34
  think
• 5:34
  you
• 5:34
  said,
• 5:35
  Chris,
• 5:35
  that
• 5:35
  shop
• 5:35
  at
• 5:35
  Walgreens
• 5:36
  and
• 5:36
  CV's,
• 5:37
  that's
• 5:37
  going
• 5:37
  to
• 5:38
  change
• 5:38
  naturally
• 5:38
  too.
• 5:39
  So
• 5:39
  really
• 5:40
  interesting
• 5:40
  point,
• 5:40
  Lakshman.
• 5:41
  All
• 5:41
  right.
• 5:41
  And
• 5:42
  we
• 5:42
  just
• 5:42
  interviewed
• 5:43
  Vanessa
• 5:43
  Yates,
• 5:44
  the
• 5:44
  SVP
• 5:44
  of
• 5:44
  Walmart
• 5:45
  plus.
• 5:45
  She's
• 5:45
  got
• 5:45
  the
• 5:46
  best
• 5:46
  poker
• 5:46
  face
• 5:46
  in
• 5:46
  the
• 5:47
  world.
• 5:47
  We
• 5:47
  interviewed
• 5:47
  her
• 5:48
  ten
• 5:48
  days
• 5:49
  ago.
• 5:49
  We
• 5:49
  asked
• 5:49
  her,
• 5:49
  like,
• 5:49
  what's
• 5:50
  coming
• 5:50
  with
• 5:50
  Walmart
• 5:51
  plus?
• 5:51
  She
• 5:51
  didn't
• 5:51
  give
• 5:52
  us
• 5:52
  any
• 5:52
  indication
• 5:53
  that
• 5:53
  this
• 5:53
  bombshell
• 5:54
  was
• 5:54
  on
• 5:54
  the
• 5:54
  doorstep.
• 5:55
  I
• 5:55
  can
• 5:55
  only
• 5:55
  imagine
• 5:56
  what's
• 5:56
  in
• 5:56
  store
• 5:57
  still.
• 5:57
  Like,
• 5:58
  that's
• 5:58
  not
• 5:58
  the
• 5:58
  end
• 5:58
  of
• 5:58
  this.
• 5:59
  They
• 5:59
  just,
• 5:59
  they're
• 5:59
  moving
• 6:00
  at
• 6:00
  lightning
• 6:00
  speed
• 6:00
  right
• 6:01
  now.
• 6:01
  It's
• 6:01
  remarkable.