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Fast Five Shorts | Walmart Expands Electronic Shelf Labels To All Stores · Omni Talk Retail

• 0:00
  Walmart
• 0:00
  is
• 0:00
  accelerating
• 0:01
  its
• 0:01
  digital
• 0:02
  shelf
• 0:02
  rollout.
• 0:03
  According
• 0:03
  to
• 0:03
  the
• 0:03
  Path
• 0:04
  to
• 0:04
  Purchase
• 0:04
  Institute,
• 0:04
  Walmart
• 0:05
  has
• 0:05
  signed
• 0:05
  a
• 0:05
  contract
• 0:06
  extension
• 0:06
  with
• 0:07
  digital
• 0:07
  shelf
• 0:08
  label
• 0:08
  DSL
• 0:09
  technology
• 0:10
  provider
• 0:10
  Vision
• 0:10
  Group
• 0:11
  to
• 0:11
  accelerate
• 0:11
  the
• 0:11
  deployment
• 0:12
  of
• 0:12
  its
• 0:12
  solutions
• 0:13
  across
• 0:13
  all
• 0:14
  of
• 0:14
  the
• 0:14
  retailers
• 0:15
  4,600
• 0:16
  stores
• 0:16
  in
• 0:16
  the
• 0:16
  U.S.
• 0:17
  wow.
• 0:18
  The
• 0:18
  extension
• 0:19
  follows
• 0:19
  Walmart's
• 0:19
  June
• 0:20
  2024
• 0:20
  announcement
• 0:21
  to
• 0:21
  expand
• 0:21
  its
• 0:22
  use
• 0:22
  of
• 0:22
  Vision
• 0:23
  Groups
• 0:23
  DSLs,
• 0:24
  also
• 0:24
  known
• 0:24
  as
• 0:24
  shelf
• 0:25
  label,
• 0:25
  as
• 0:25
  electronic
• 0:26
  shelf
• 0:26
  labels
• 0:26
  or
• 0:27
  ESLs
• 0:27
  for
• 0:28
  those
• 0:28
  keeping
• 0:28
  score
• 0:28
  at
• 0:29
  home
• 0:30
  to
• 0:30
  202,300
• 0:32
  stores
• 0:32
  by
• 0:33
  2026
• 0:33
  to
• 0:34
  improve
• 0:34
  and
• 0:34
  speed
• 0:35
  up
• 0:35
  how
• 0:35
  associates
• 0:35
  manage
• 0:36
  pricing,
• 0:36
  inventory,
• 0:37
  order
• 0:37
  fulfillment
• 0:38
  and
• 0:38
  customer
• 0:38
  interactions.
• 0:39
  Chris,
• 0:40
  this
• 0:40
  also
• 0:40
  happens
• 0:41
  to
• 0:41
  be
• 0:41
  the
• 0:41
  A
• 0:41
  and
• 0:41
  M
• 0:42
  put
• 0:42
  you
• 0:42
  on
• 0:42
  the
• 0:42
  spot
• 0:42
  question
• 0:43
  right
• 0:43
  away.
• 0:44
  First
• 0:44
  headline
• 0:45
  for
• 0:45
  show
• 0:45
  of
• 0:45
  the
• 0:45
  year.
• 0:45
  Okay.
• 0:46
  Okay.
• 0:47
  Are
• 0:47
  you
• 0:47
  ready
• 0:48
  for
• 0:48
  it?
• 0:49
  Yeah,
• 0:49
  I
• 0:49
  guess
• 0:49
  so.
• 0:50
  I'm
• 0:50
  as
• 0:50
  ready
• 0:50
  as
• 0:50
  I'll
• 0:50
  ever
• 0:51
  be.
• 0:51
  Okay.
• 0:52
  So
• 0:52
  A
• 0:52
  and
• 0:52
  M
• 0:53
  says
• 0:53
  we
• 0:53
  love
• 0:53
  to
• 0:54
  see
• 0:54
  Walmart
• 0:54
  already
• 0:55
  making
• 0:55
  a
• 0:55
  push
• 0:55
  for
• 0:55
  2025's
• 0:56
  retailer
• 0:57
  of
• 0:57
  the
• 0:57
  year
• 0:57
  in
• 0:57
  week
• 0:58
  one.
• 0:58
  Walmart
• 0:59
  obviously
• 0:59
  leading
• 1:00
  here,
• 1:00
  but
• 1:00
  honestly,
• 1:01
  is
• 1:01
  there
• 1:01
  a
• 1:02
  retailer
• 1:02
  or
• 1:03
  sector
• 1:03
  that
• 1:03
  shouldn't
• 1:04
  be
• 1:04
  going
• 1:04
  all
• 1:05
  in
• 1:05
  on
• 1:05
  ESLs
• 1:06
  in
• 1:06
  2025?
• 1:07
  Chris,
• 1:08
  what
• 1:08
  are
• 1:08
  your
• 1:08
  thoughts?
• 1:09
  Oh,
• 1:09
  wow.
• 1:09
  That's
• 1:10
  a
• 1:10
  real
• 1:10
  wow.
• 1:11
  Off
• 1:12
  the
• 1:12
  top
• 1:12
  of
• 1:12
  my
• 1:12
  head,
• 1:12
  I'd
• 1:13
  say
• 1:13
  candidly,
• 1:13
  no.
• 1:14
  No.
• 1:14
  Yeah.
• 1:15
  I
• 1:15
  think
• 1:16
  every
• 1:16
  retailer
• 1:16
  should
• 1:16
  be
• 1:17
  evaluating
• 1:17
  this.
• 1:17
  Now
• 1:17
  I
• 1:17
  think
• 1:18
  there's
• 1:18
  different
• 1:18
  degrees
• 1:19
  of,
• 1:19
  of
• 1:20
  retailers
• 1:20
  that,
• 1:21
  different
• 1:21
  types
• 1:21
  of
• 1:22
  retailers
• 1:22
  that
• 1:22
  should
• 1:22
  be
• 1:22
  looking
• 1:22
  at
• 1:22
  this
• 1:23
  faster
• 1:23
  than
• 1:23
  others.
• 1:24
  But
• 1:24
  on
• 1:24
  the
• 1:24
  whole,
• 1:24
  I'd
• 1:25
  say
• 1:25
  no.
• 1:26
  And
• 1:26
  the
• 1:26
  reason
• 1:26
  I
• 1:26
  say
• 1:27
  that
• 1:27
  and
• 1:27
  is
• 1:28
  I've
• 1:28
  been
• 1:28
  seeing
• 1:28
  some
• 1:29
  pictures
• 1:29
  of
• 1:29
  Walmart's
• 1:30
  deployment
• 1:31
  of
• 1:31
  these
• 1:31
  ESLs
• 1:32
  or
• 1:32
  DSLs
• 1:33
  on
• 1:33
  the
• 1:33
  ground
• 1:33
  from
• 1:34
  folks
• 1:34
  like
• 1:34
  Omnitok
• 1:35
  superfan
• 1:35
  Kevin
• 1:35
  Iverson.
• 1:36
  So
• 1:36
  thanks
• 1:36
  to
• 1:36
  him
• 1:37
  for
• 1:37
  sending
• 1:37
  me
• 1:37
  like
• 1:38
  20
• 1:38
  pictures
• 1:38
  this
• 1:38
  week
• 1:39
  of,
• 1:39
  of
• 1:39
  them
• 1:40
  deployed
• 1:40
  throughout
• 1:40
  the
• 1:40
  entire
• 1:41
  Walmart
• 1:41
  store
• 1:42
  operation.
• 1:42
  It
• 1:42
  was
• 1:42
  pretty
• 1:43
  impressive.
• 1:44
  But
• 1:44
  the
• 1:44
  one
• 1:44
  photo
• 1:45
  that
• 1:45
  he
• 1:45
  and
• 1:45
  I
• 1:45
  got
• 1:45
  talking
• 1:46
  about
• 1:46
  that
• 1:46
  was
• 1:46
  really
• 1:47
  interesting
• 1:47
  was
• 1:47
  he
• 1:48
  sent
• 1:48
  me
• 1:48
  a
• 1:48
  picture
• 1:48
  of
• 1:48
  like
• 1:49
  the
• 1:49
  DSLs
• 1:50
  on
• 1:50
  peg
• 1:50
  hooks
• 1:51
  and,
• 1:51
  and
• 1:51
  so,
• 1:51
  you
• 1:51
  know,
• 1:52
  pay
• 1:52
  hooks
• 1:52
  are,
• 1:52
  you
• 1:52
  know
• 1:52
  what
• 1:53
  those
• 1:53
  are.
• 1:53
  Right.
• 1:54
  People
• 1:54
  familiar
• 1:55
  with
• 1:55
  mass
• 1:55
  market
• 1:56
  retailing
• 1:56
  will
• 1:57
  understand
• 1:57
  this,
• 1:57
  but
• 1:58
  there
• 1:58
  were
• 1:58
  like,
• 1:59
  maybe
• 1:59
  not
• 1:59
  hundreds
• 2:00
  of
• 2:00
  them,
• 2:00
  but
• 2:00
  tens
• 2:00
  of
• 2:01
  tens
• 2:01
  of
• 2:01
  them,
• 2:01
  you
• 2:01
  know,
• 2:01
  like
• 2:02
  20,
• 2:02
  30,
• 2:03
  40,
• 2:04
  all
• 2:04
  with
• 2:04
  labels,
• 2:05
  you
• 2:05
  know,
• 2:05
  very
• 2:05
  easily
• 2:07
  readable.
• 2:07
  And
• 2:08
  so
• 2:08
  that
• 2:08
  tells
• 2:08
  me
• 2:08
  like,
• 2:08
  okay,
• 2:09
  they've
• 2:09
  got
• 2:09
  this
• 2:09
  thing
• 2:09
  ironed
• 2:10
  out
• 2:10
  if
• 2:10
  they're
• 2:10
  using
• 2:11
  it
• 2:11
  in
• 2:11
  that
• 2:11
  type
• 2:12
  of
• 2:12
  display.
• 2:13
  And
• 2:13
  so,
• 2:13
  you
• 2:14
  know,
• 2:14
  with
• 2:14
  all
• 2:14
  the
• 2:14
  ROI
• 2:15
  offshoots
• 2:15
  from
• 2:15
  electronic
• 2:16
  shelf
• 2:16
  labels
• 2:16
  that
• 2:17
  we've
• 2:17
  talked
• 2:17
  about
• 2:17
  ad
• 2:18
  nauseam
• 2:18
  at
• 2:18
  this
• 2:19
  show,
• 2:19
  I
• 2:20
  think
• 2:20
  that
• 2:20
  Walmart
• 2:21
  is
• 2:21
  going
• 2:21
  to
• 2:21
  all
• 2:21
  stores
• 2:22
  with
• 2:22
  this,
• 2:22
  it
• 2:22
  shows
• 2:22
  that
• 2:22
  now's
• 2:23
  the
• 2:23
  time
• 2:23
  for
• 2:23
  further
• 2:24
  dissemination
• 2:24
  of
• 2:24
  this
• 2:25
  across
• 2:25
  retail.
• 2:25
  So
• 2:26
  that
• 2:26
  means
• 2:26
  to
• 2:26
  me,
• 2:26
  you
• 2:27
  know,
• 2:27
  we've
• 2:27
  already
• 2:27
  seen
• 2:27
  it
• 2:28
  in,
• 2:28
  in,
• 2:28
  in
• 2:29
  grocery.
• 2:29
  I
• 2:29
  think
• 2:29
  it'll
• 2:30
  start
• 2:30
  moving
• 2:30
  next
• 2:30
  into
• 2:30
  the
• 2:31
  warehouse
• 2:31
  clubs.
• 2:32
  Then
• 2:32
  I
• 2:32
  think
• 2:32
  it
• 2:32
  starts
• 2:32
  going
• 2:33
  into
• 2:33
  sporting
• 2:33
  goods
• 2:34
  and
• 2:34
  footwear.
• 2:35
  Like,
• 2:35
  why
• 2:35
  doesn't
• 2:35
  Foot
• 2:36
  Locker
• 2:36
  have
• 2:36
  this
• 2:36
  as
• 2:37
  an
• 2:37
  example,
• 2:37
  at
• 2:37
  least
• 2:37
  in
• 2:38
  part
• 2:38
  of
• 2:38
  their
• 2:38
  operation?
• 2:39
  You
• 2:39
  know,
• 2:39
  on
• 2:39
  the
• 2:39
  wall
• 2:40
  displays
• 2:40
  for
• 2:40
  shoes,
• 2:41
  for
• 2:41
  sure.
• 2:42
  And
• 2:42
  then
• 2:42
  the
• 2:42
  other
• 2:43
  place
• 2:43
  I
• 2:43
  think
• 2:43
  that
• 2:43
  really
• 2:43
  makes
• 2:44
  sense,
• 2:44
  which
• 2:44
  is
• 2:44
  not
• 2:44
  as
• 2:45
  big
• 2:45
  of
• 2:45
  a
• 2:45
  retail
• 2:45
  segment
• 2:46
  anymore,
• 2:46
  is
• 2:46
  furniture
• 2:46
  stores.
• 2:47
  Like,
• 2:47
  furniture
• 2:47
  stores
• 2:47
  should
• 2:48
  100%
• 2:48
  have
• 2:48
  this.
• 2:49
  Like,
• 2:49
  it's
• 2:49
  so,
• 2:50
  so
• 2:50
  for
• 2:50
  them
• 2:50
  to
• 2:51
  do.
• 2:51
  I
• 2:51
  think
• 2:51
  apparel
• 2:52
  is
• 2:52
  still
• 2:52
  a
• 2:52
  hard
• 2:52
  get,
• 2:53
  but
• 2:53
  with
• 2:54
  all
• 2:54
  those
• 2:54
  categories
• 2:55
  I
• 2:55
  just
• 2:55
  mentioned,
• 2:55
  that
• 2:55
  means
• 2:55
  the
• 2:56
  majority
• 2:56
  of
• 2:56
  retail
• 2:56
  is
• 2:57
  ready
• 2:57
  for
• 2:57
  this.
• 2:57
  And
• 2:58
  that
• 2:58
  now
• 2:58
  that
• 2:58
  Walmart
• 2:59
  is
• 2:59
  doing
• 2:59
  it,
• 3:00
  all
• 3:00
  the
• 3:00
  laggards
• 3:01
  in
• 3:01
  grocery
• 3:02
  and
• 3:02
  mass
• 3:02
  merchandising
• 3:03
  will
• 3:04
  suddenly
• 3:04
  get
• 3:04
  their
• 3:05
  feet.
• 3:05
  They'll
• 3:05
  have
• 3:05
  no
• 3:05
  choice
• 3:06
  but
• 3:06
  to
• 3:06
  jump
• 3:06
  in
• 3:07
  feet
• 3:07
  first
• 3:07
  in
• 3:07
  the
• 3:07
  water
• 3:08
  as
• 3:08
  well.
• 3:08
  Because
• 3:08
  the
• 3:09
  one
• 3:09
  thing
• 3:09
  that
• 3:09
  proves
• 3:09
  the
• 3:10
  ROI
• 3:10
  quickly,
• 3:10
  which
• 3:11
  is
• 3:11
  what
• 3:11
  we've
• 3:11
  heard
• 3:11
  is,
• 3:12
  is
• 3:12
  still
• 3:12
  the
• 3:12
  use
• 3:12
  case
• 3:13
  for
• 3:13
  those
• 3:13
  that
• 3:13
  don't
• 3:13
  want
• 3:13
  to
• 3:13
  do
• 3:13
  it,
• 3:14
  is
• 3:14
  we
• 3:14
  can't
• 3:14
  prove
• 3:14
  the
• 3:14
  roi.
• 3:15
  It's
• 3:15
  like,
• 3:15
  come
• 3:15
  on,
• 3:16
  guys,
• 3:16
  really?
• 3:16
  You
• 3:16
  can't
• 3:16
  prove
• 3:16
  the
• 3:17
  roi?
• 3:17
  You're
• 3:17
  not
• 3:17
  testing
• 3:18
  this.
• 3:18
  Right.
• 3:18
  But
• 3:18
  the
• 3:18
  one
• 3:18
  thing
• 3:18
  that
• 3:18
  proves
• 3:19
  the
• 3:19
  ROI
• 3:19
  really
• 3:19
  quickly
• 3:20
  is
• 3:20
  that
• 3:20
  you
• 3:20
  can
• 3:21
  tell
• 3:21
  your
• 3:21
  boss
• 3:21
  Walmart's
• 3:22
  already
• 3:22
  doing
• 3:22
  it
• 3:22
  in
• 3:22
  all
• 3:22
  stores.
• 3:23
  Yes,
• 3:23
  exactly.
• 3:24
  Yeah.
• 3:24
  I
• 3:24
  mean,
• 3:25
  and
• 3:25
  I
• 3:25
  think
• 3:25
  the,
• 3:26
  I
• 3:26
  think
• 3:26
  you
• 3:26
  make
• 3:26
  some
• 3:27
  really
• 3:27
  great
• 3:27
  points,
• 3:27
  Chris.
• 3:28
  The
• 3:28
  other
• 3:28
  areas
• 3:28
  I'd
• 3:29
  call
• 3:29
  out,
• 3:29
  like
• 3:29
  drug,
• 3:30
  especially
• 3:31
  beauty
• 3:32
  beauty
• 3:32
  specialty
• 3:33
  stores,
• 3:33
  especially,
• 3:34
  like
• 3:34
  those
• 3:35
  stores,
• 3:35
  like
• 3:35
  the
• 3:36
  fact
• 3:36
  that
• 3:36
  those,
• 3:36
  that
• 3:37
  Walgreens
• 3:37
  and
• 3:38
  CVS
• 3:38
  haven't
• 3:38
  like
• 3:39
  anything
• 3:39
  shelves.
• 3:40
  Yeah.
• 3:40
  And
• 3:41
  like
• 3:41
  even
• 3:41
  in
• 3:41
  the
• 3:41
  apparel
• 3:42
  use
• 3:42
  case,
• 3:42
  like
• 3:42
  Uniqlo
• 3:43
  is
• 3:43
  doing
• 3:43
  this,
• 3:43
  like
• 3:44
  anything
• 3:44
  like
• 3:44
  that
• 3:45
  has
• 3:45
  the
• 3:45
  stuff
• 3:45
  out.
• 3:46
  Like
• 3:46
  Old
• 3:46
  Navy
• 3:47
  should
• 3:47
  be
• 3:47
  doing,
• 3:47
  like
• 3:47
  all
• 3:47
  these
• 3:48
  stores
• 3:48
  that
• 3:48
  have
• 3:48
  this
• 3:49
  stuff
• 3:49
  out
• 3:49
  on
• 3:49
  racks.
• 3:50
  I
• 3:50
  think
• 3:50
  that's
• 3:50
  a
• 3:50
  very
• 3:51
  quick
• 3:51
  and
• 3:51
  easy,
• 3:52
  easy
• 3:53
  application.
• 3:53
  But
• 3:54
  I
• 3:54
  think
• 3:54
  the
• 3:54
  other
• 3:54
  thing
• 3:55
  that
• 3:55
  I
• 3:55
  want
• 3:55
  to
• 3:55
  make
• 3:55
  sure
• 3:55
  that
• 3:55
  we
• 3:56
  point
• 3:56
  out
• 3:56
  about
• 3:56
  this
• 3:57
  and
• 3:57
  just
• 3:57
  a
• 3:58
  teaser
• 3:58
  for
• 3:58
  those
• 3:58
  of
• 3:58
  you
• 3:58
  who
• 3:59
  are,
• 3:59
  are
• 3:59
  going
• 3:59
  to
• 3:59
  be
• 3:59
  out
• 3:59
  at
• 3:59
  nrf,
• 4:00
  I
• 4:01
  actually
• 4:01
  am
• 4:01
  sitting
• 4:01
  on
• 4:02
  stage
• 4:02
  with
• 4:02
  Walmart's
• 4:03
  EVP
• 4:03
  of
• 4:03
  store
• 4:04
  operations,
• 4:04
  Cedric
• 4:05
  Clark
• 4:05
  and
• 4:06
  the
• 4:06
  CEO
• 4:07
  Philip
• 4:07
  Otin
• 4:08
  of
• 4:08
  Fusion
• 4:08
  Group
• 4:09
  next
• 4:09
  week
• 4:10
  on
• 4:10
  Tuesday.
• 4:10
  And
• 4:11
  we're
• 4:11
  going
• 4:11
  to
• 4:11
  be
• 4:11
  talking
• 4:11
  about
• 4:12
  like
• 4:12
  this
• 4:12
  entire
• 4:13
  rollout.
• 4:14
  And
• 4:14
  the
• 4:14
  really
• 4:15
  key
• 4:15
  thing
• 4:16
  that
• 4:17
  he
• 4:17
  has
• 4:18
  mentioned
• 4:18
  to
• 4:18
  me
• 4:18
  several
• 4:19
  times
• 4:19
  as
• 4:19
  we've
• 4:19
  been
• 4:19
  preparing
• 4:20
  for
• 4:20
  this
• 4:20
  is
• 4:20
  he's
• 4:21
  in
• 4:21
  the
• 4:21
  stores
• 4:22
  every
• 4:22
  day,
• 4:22
  so
• 4:23
  not
• 4:23
  Only
• 4:23
  is
• 4:23
  this
• 4:24
  like,
• 4:24
  this
• 4:24
  is
• 4:24
  a
• 4:24
  great
• 4:25
  thing
• 4:25
  for
• 4:25
  Walmart.
• 4:25
  Like
• 4:25
  we
• 4:26
  have
• 4:26
  pricing
• 4:26
  accuracy,
• 4:27
  we're
• 4:27
  using
• 4:27
  these
• 4:27
  as
• 4:28
  like
• 4:28
  this
• 4:28
  better
• 4:29
  is
• 4:29
  the
• 4:29
  Walmart
• 4:29
  bottom
• 4:30
  line
• 4:30
  situation
• 4:31
  but
• 4:31
  he's
• 4:32
  also
• 4:32
  seen
• 4:32
  the
• 4:33
  impact
• 4:33
  that
• 4:33
  it's
• 4:33
  had
• 4:33
  in
• 4:34
  stores
• 4:34
  with
• 4:34
  the
• 4:34
  store
• 4:35
  associates
• 4:35
  and
• 4:35
  I
• 4:35
  think
• 4:35
  that's
• 4:36
  really
• 4:36
  powerful
• 4:37
  here
• 4:37
  too
• 4:37
  is
• 4:37
  it's
• 4:37
  not
• 4:38
  just,
• 4:38
  you
• 4:38
  know,
• 4:38
  it's
• 4:39
  great
• 4:39
  for
• 4:39
  the
• 4:39
  business,
• 4:39
  it's
• 4:40
  great
• 4:40
  for
• 4:40
  the
• 4:40
  people
• 4:40
  working
• 4:41
  the
• 4:41
  stores
• 4:41
  too.
• 4:42
  And
• 4:42
  they've
• 4:42
  really
• 4:42
  seen
• 4:43
  dramatic
• 4:44
  changes
• 4:44
  in
• 4:44
  their
• 4:45
  day
• 4:45
  to
• 4:45
  day
• 4:45
  workload
• 4:45
  because
• 4:46
  of
• 4:46
  that.
• 4:46
  So
• 4:47
  that's
• 4:47
  one,
• 4:47
  one
• 4:48
  key
• 4:48
  thing.
• 4:48
  The
• 4:48
  last
• 4:49
  thing
• 4:49
  I'll
• 4:49
  mention
• 4:49
  too,
• 4:49
  Chris.
• 4:50
  And
• 4:50
  another
• 4:51
  tease
• 4:51
  for
• 4:51
  one
• 4:52
  of
• 4:52
  the
• 4:52
  videos
• 4:52
  that
• 4:52
  we'll
• 4:52
  be
• 4:52
  putting
• 4:53
  out
• 4:53
  here.
• 4:53
  I
• 4:53
  interviewed
• 4:54
  a
• 4:54
  company,
• 4:54
  Power
• 4:55
  Foil
• 4:55
  yesterday
• 4:56
  who
• 4:57
  Power
• 4:57
  Foil,
• 4:57
  Power
• 4:58
  Foil,
• 4:59
  yes.
• 5:00
  And
• 5:00
  they
• 5:00
  are
• 5:01
  putting
• 5:02
  solar
• 5:02
  powered
• 5:03
  strips
• 5:03
  on
• 5:04
  these
• 5:04
  ESL
• 5:04
  right
• 5:05
  on
• 5:05
  the
• 5:05
  rails.
• 5:06
  And
• 5:06
  so
• 5:07
  not
• 5:07
  only
• 5:08
  when
• 5:08
  you
• 5:08
  talk
• 5:08
  about
• 5:09
  roi,
• 5:09
  not
• 5:09
  only
• 5:10
  are
• 5:10
  these
• 5:10
  going,
• 5:11
  these
• 5:11
  shelf
• 5:11
  labels
• 5:12
  themselves
• 5:12
  going
• 5:12
  to
• 5:13
  bring
• 5:13
  a
• 5:13
  return
• 5:13
  on
• 5:13
  investment
• 5:14
  for
• 5:14
  Walmart,
• 5:14
  but
• 5:15
  then
• 5:15
  you
• 5:15
  start
• 5:15
  to
• 5:15
  talk
• 5:16
  about
• 5:16
  eliminating
• 5:16
  battery
• 5:17
  power
• 5:17
  that's
• 5:18
  required
• 5:18
  for
• 5:18
  this.
• 5:19
  So
• 5:19
  that
• 5:19
  hits
• 5:19
  on
• 5:19
  that
• 5:20
  ROI
• 5:20
  of
• 5:20
  the
• 5:21
  batteries
• 5:21
  for
• 5:22
  every
• 5:22
  single
• 5:22
  SKU
• 5:22
  that
• 5:23
  you're
• 5:23
  putting
• 5:23
  an
• 5:23
  ESL
• 5:24
  or
• 5:24
  DSL
• 5:25
  on
• 5:25
  in
• 5:25
  the
• 5:25
  store.
• 5:26
  And
• 5:26
  you're
• 5:27
  hitting
• 5:27
  sustainability
• 5:28
  goals
• 5:28
  too.
• 5:28
  So
• 5:28
  I
• 5:29
  think
• 5:29
  there's
• 5:29
  a
• 5:30
  lot
• 5:30
  here
• 5:30
  in
• 5:31
  this
• 5:31
  headline
• 5:31
  that
• 5:32
  people
• 5:32
  must
• 5:33
  be
• 5:33
  paying
• 5:33
  attention
• 5:34
  to.
• 5:34
  Huge
• 5:34
  headline
• 5:35
  for
• 5:35
  2025.
• 5:36
  Yeah,
• 5:36
  yeah.
• 5:37
  I
• 5:37
  love
• 5:37
  the
• 5:37
  point
• 5:37
  you
• 5:37
  brought
• 5:38
  up
• 5:38
  about
• 5:38
  Cedric
• 5:38
  Clark
• 5:39
  too
• 5:39
  for
• 5:39
  a
• 5:39
  couple
• 5:39
  of
• 5:39
  reasons.
• 5:39
  One,
• 5:40
  the
• 5:40
  other
• 5:40
  thing
• 5:40
  that
• 5:40
  Kevin
• 5:41
  said
• 5:41
  to
• 5:41
  me
• 5:41
  is
• 5:41
  like,
• 5:41
  oh
• 5:42
  my
• 5:42
  God,
• 5:42
  this,
• 5:43
  this
• 5:43
  is
• 5:43
  a
• 5:44
  gift
• 5:44
  to
• 5:44
  anyone
• 5:45
  that's
• 5:45
  ever
• 5:45
  done
• 5:45
  ad
• 5:46
  set
• 5:46
  up
• 5:46
  on
• 5:46
  a
• 5:46
  weekend,
• 5:47
  you
• 5:47
  know,
• 5:47
  because
• 5:47
  that
• 5:48
  is
• 5:48
  just
• 5:48
  the
• 5:48
  worst
• 5:49
  job
• 5:49
  in
• 5:49
  history.
• 5:50
  I'm
• 5:50
  sure
• 5:50
  Cedric
• 5:51
  is
• 5:51
  going
• 5:51
  to
• 5:51
  talk
• 5:51
  about
• 5:52
  that.
• 5:52
  And
• 5:52
  then
• 5:52
  the
• 5:53
  other
• 5:53
  thing,
• 5:53
  Shameless
• 5:54
  plug
• 5:54
  for
• 5:54
  us.
• 5:54
  Yeah.
• 5:55
  Like
• 5:55
  this
• 5:55
  is
• 5:55
  why
• 5:55
  I
• 5:56
  think
• 5:56
  our
• 5:56
  listeners
• 5:56
  follow
• 5:57
  us
• 5:57
  because
• 5:57
  we
• 5:57
  are
• 5:58
  on
• 5:58
  the
• 5:58
  ground
• 5:58
  talking
• 5:59
  to
• 5:59
  the
• 5:59
  people
• 6:00
  and
• 6:01
  ahead
• 6:01
  of
• 6:01
  the
• 6:01
  game
• 6:01
  in
• 6:02
  terms
• 6:02
  of
• 6:02
  where
• 6:03
  the
• 6:03
  industry
• 6:03
  is
• 6:03
  moving
• 6:04
  and
• 6:04
  getting
• 6:04
  those
• 6:04
  conversations
• 6:05
  with
• 6:05
  the
• 6:05
  key
• 6:06
  people.
• 6:06
  So
• 6:06
  kudos
• 6:06
  to
• 6:06
  you
• 6:07
  for
• 6:07
  doing
• 6:07
  that
• 6:07
  at
• 6:07
  NRF
• 6:08
  as
• 6:08
  well.
• 6:09
  All
• 6:09
  right,
• 6:09
  headline
• 6:10
  number
• 6:10
  two,
• 6:11
  tech
• 6:12
  company
• 6:12
  Cantaloupe
• 6:13
  Inc.
• 6:14
  My
• 6:14
  favorite
• 6:15
  tech
• 6:15
  company
• 6:16
  name
• 6:16
  ever,
• 6:16
  Cantaloupe
• 6:17
  Inc.
• 6:17
  Do
• 6:17
  you
• 6:17
  think
• 6:17
  they.
• 6:18
  How
• 6:18
  big
• 6:18
  is
• 6:18
  that
• 6:18
  Cantaloupe?
• 6:19
  Like
• 6:19
  remember
• 6:20
  that
• 6:20
  song
• 6:20
  from
• 6:20
  the
• 6:20
  80s
• 6:21
  and
• 6:21
  90s?
• 6:21
  I'm.
• 6:22
  This
• 6:22
  is
• 6:22
  like
• 6:22
  a,
• 6:22
  maybe
• 6:23
  a
• 6:23
  deep
• 6:23
  cut
• 6:23
  but
• 6:24
  I
• 6:24
  know
• 6:24
  it's
• 6:24
  80s
• 6:24
  and
• 6:25
  90s,
• 6:25
  you
• 6:26
  know
• 6:26
  that
• 6:27
  you
• 6:27
  gotta
• 6:27
  sing
• 6:27
  it
• 6:27
  for
• 6:28
  Fantasia.
• 6:30
  Remember
• 6:31
  that
• 6:31
  song?
• 6:31
  No.
• 6:31
  Yeah,
• 6:32
  maybe,
• 6:32
  maybe,
• 6:33
  maybe.
• 6:33
  I,
• 6:34
  I
• 6:34
  don't
• 6:34
  know.
• 6:34
  I
• 6:34
  think
• 6:34
  it's
• 6:34
  a
• 6:34
  play
• 6:35
  on
• 6:35
  the
• 6:35
  size
• 6:35
  of
• 6:35
  their
• 6:35
  melon,
• 6:36
  actually.