Latest / Omni Talk Retail / Walmart’s Auto Center “Of The Future,” Amazon’s Rx Kiosk & Kroger’s Odd Digital Strategy | Fast Five

Transcript

Walmart’s Auto Center “Of The Future,” Amazon’s Rx Kiosk & Kroger’s Odd Digital Strategy | Fast Five · Omni Talk Retail

• 0:00
  This
• 0:01
  episode
• 0:01
  of
• 0:01
  the
• 0:01
  OMNITALK
• 0:02
  Retail
• 0:02
  Fast
• 0:02
  5
• 0:03
  is
• 0:03
  brought
• 0:03
  to
• 0:03
  you
• 0:03
  by
• 0:03
  the
• 0:04
  A
• 0:04
  and
• 0:04
  M
• 0:04
  Consumer
• 0:05
  and
• 0:05
  Retail
• 0:05
  Group.
• 0:06
  The
• 0:06
  A
• 0:06
  and
• 0:06
  M
• 0:06
  Consumer
• 0:07
  and
• 0:07
  Retail
• 0:07
  Group
• 0:07
  is
• 0:08
  a
• 0:08
  management
• 0:08
  consulting
• 0:09
  firm
• 0:09
  that
• 0:09
  tackles
• 0:10
  the
• 0:10
  most
• 0:10
  complex
• 0:10
  challenges
• 0:11
  and
• 0:11
  advances
• 0:12
  its
• 0:12
  clients,
• 0:13
  people
• 0:13
  and
• 0:14
  communities
• 0:14
  towards
• 0:15
  their
• 0:15
  maximum
• 0:15
  potential.
• 0:16
  CRG
• 0:17
  brings
• 0:17
  the
• 0:17
  experience,
• 0:18
  tools
• 0:18
  and
• 0:18
  operator
• 0:19
  like
• 0:19
  pragmatism
• 0:20
  to
• 0:20
  help
• 0:20
  retailers
• 0:21
  and
• 0:21
  consumer
• 0:22
  products
• 0:22
  companies
• 0:23
  be
• 0:23
  on
• 0:23
  the
• 0:23
  right
• 0:23
  side
• 0:24
  of
• 0:24
  disruption
• 0:25
  and
• 0:25
  Miracle,
• 0:26
  the
• 0:26
  catalyst
• 0:27
  of
• 0:27
  Commerce.
• 0:28
  Over
• 0:28
  450
• 0:29
  retailers
• 0:30
  are
• 0:30
  opening
• 0:30
  new
• 0:31
  revenue
• 0:31
  streams
• 0:32
  with
• 0:32
  marketplaces,
• 0:32
  dropship
• 0:33
  and
• 0:33
  retail
• 0:34
  media
• 0:34
  and
• 0:35
  succeeding.
• 0:35
  With
• 0:36
  Miracle,
• 0:36
  you
• 0:36
  can
• 0:37
  unlock
• 0:37
  more
• 0:37
  products,
• 0:38
  more
• 0:38
  partners
• 0:39
  and
• 0:39
  more
• 0:39
  profits
• 0:40
  without
• 0:40
  the
• 0:40
  heavy
• 0:41
  lifting.
• 0:41
  What's
• 0:42
  holding
• 0:42
  you
• 0:42
  back?
• 0:43
  Visit
• 0:43
  Miracle.com
• 0:44
  to
• 0:44
  learn
• 0:45
  more.
• 0:45
  That's
• 0:45
  M
• 0:45
  I
• 0:46
  R
• 0:46
  A
• 0:46
  K
• 0:46
  L.com
• 0:48
  and
• 0:48
  Corso.
• 0:49
  Your
• 0:49
  stores
• 0:50
  are
• 0:50
  full
• 0:50
  of
• 0:51
  data,
• 0:51
  but
• 0:51
  are
• 0:52
  your
• 0:52
  teams
• 0:52
  acting
• 0:53
  on
• 0:53
  it?
• 0:54
  Corso
• 0:54
  turns
• 0:55
  retail
• 0:55
  data
• 0:55
  into
• 0:56
  personalized
• 0:56
  daily
• 0:57
  to
• 0:57
  dos
• 0:57
  that
• 0:57
  drive
• 0:58
  sales,
• 0:58
  reduce
• 0:59
  waste
• 0:59
  and
• 0:59
  improve
• 1:00
  execution.
• 1:01
  No
• 1:01
  fluff,
• 1:02
  just
• 1:03
  action.
• 1:03
  Help
• 1:04
  your
• 1:04
  managers
• 1:04
  focus
• 1:05
  on
• 1:05
  what
• 1:05
  matters
• 1:06
  most.
• 1:06
  Visit
• 1:06
  corso.com
• 1:08
  to
• 1:08
  see
• 1:08
  Intelligent
• 1:09
  management
• 1:09
  in
• 1:10
  motion
• 1:10
  and
• 1:10
  Infios.
• 1:12
  At
• 1:12
  Infios,
• 1:13
  they
• 1:13
  unite
• 1:13
  warehousing,
• 1:13
  transportation
• 1:14
  and
• 1:14
  order
• 1:15
  management
• 1:15
  into
• 1:15
  a
• 1:15
  seamless,
• 1:16
  adaptable
• 1:16
  network.
• 1:17
  Infios
• 1:18
  helps
• 1:18
  you
• 1:18
  stay
• 1:18
  ahead
• 1:19
  from
• 1:19
  promise
• 1:19
  to
• 1:20
  delivery
• 1:20
  and
• 1:21
  every
• 1:21
  step
• 1:21
  in
• 1:22
  between.
• 1:22
  To
• 1:22
  learn
• 1:22
  more,
• 1:23
  visit
• 1:23
  infios.com
• 1:25
  and
• 1:25
  finally,
• 1:26
  Ocampo
• 1:26
  Capital.
• 1:27
  Ocampo
• 1:28
  Capital
• 1:28
  is
• 1:28
  a
• 1:28
  venture
• 1:29
  capital
• 1:29
  firm
• 1:29
  founded
• 1:30
  by
• 1:30
  retail
• 1:30
  executives
• 1:31
  with
• 1:31
  the
• 1:32
  aim
• 1:32
  of
• 1:32
  helping
• 1:32
  early
• 1:33
  stage
• 1:33
  consumer
• 1:34
  businesses
• 1:34
  succeed
• 1:35
  through
• 1:35
  investment
• 1:36
  and
• 1:36
  operational
• 1:36
  support.
• 1:37
  Learn
• 1:38
  more@ocampo
• 1:39
  capital.com
• 1:41
  hello,
• 1:42
  you
• 1:42
  are
• 1:42
  listening
• 1:42
  to
• 1:42
  Omnitalk's
• 1:43
  Retail
• 1:43
  Fast
• 1:44
  Five,
• 1:44
  ranked
• 1:44
  in
• 1:44
  the
• 1:45
  top
• 1:45
  10%
• 1:45
  of
• 1:45
  all
• 1:46
  podcasts
• 1:46
  globally
• 1:46
  and
• 1:47
  currently
• 1:47
  the
• 1:47
  only
• 1:47
  retail
• 1:48
  podcast
• 1:48
  ranked
• 1:48
  in
• 1:49
  the
• 1:49
  top
• 1:49
  100
• 1:49
  of
• 1:50
  all
• 1:50
  business
• 1:50
  podcasts
• 1:50
  on
• 1:51
  Apple
• 1:51
  Podcasts.
• 1:52
  The
• 1:52
  Retail
• 1:52
  Fast
• 1:52
  five
• 1:53
  is
• 1:53
  the
• 1:53
  podcast
• 1:53
  that
• 1:54
  we
• 1:54
  hope
• 1:54
  makes
• 1:54
  you
• 1:54
  feel
• 1:54
  a
• 1:55
  little
• 1:55
  smarter,
• 1:55
  but
• 1:56
  most
• 1:56
  importantly,
• 1:56
  a
• 1:57
  little
• 1:57
  happier
• 1:57
  each
• 1:57
  week
• 1:58
  too.
• 1:58
  And
• 1:58
  the
• 1:58
  Fast
• 1:59
  5
• 1:59
  is
• 1:59
  just
• 1:59
  one
• 1:59
  of
• 1:59
  the
• 2:00
  many
• 2:00
  great
• 2:00
  podcasts
• 2:00
  you
• 2:01
  can
• 2:01
  find
• 2:01
  from
• 2:01
  the
• 2:01
  Omnitok
• 2:02
  Retail
• 2:02
  Podcast
• 2:03
  Network
• 2:03
  alongside
• 2:04
  our
• 2:04
  Retail
• 2:04
  Daily
• 2:05
  Minute,
• 2:05
  which
• 2:05
  brings
• 2:05
  you
• 2:05
  a
• 2:06
  curated
• 2:06
  selection
• 2:06
  of
• 2:07
  the
• 2:07
  most
• 2:07
  important
• 2:07
  retail
• 2:08
  headlines
• 2:08
  every
• 2:09
  morning
• 2:09
  and
• 2:10
  our
• 2:10
  Retail
• 2:10
  Technology
• 2:11
  Spotlight
• 2:11
  series
• 2:11
  which
• 2:12
  goes
• 2:12
  deep
• 2:12
  each
• 2:12
  week
• 2:13
  on
• 2:13
  the
• 2:13
  latest
• 2:13
  retail
• 2:14
  technology
• 2:14
  trends.
• 2:15
  It's
• 2:15
  October
• 2:16
  15,
• 2:16
  2025.
• 2:17
  I'm
• 2:17
  one
• 2:17
  of
• 2:18
  your
• 2:18
  hosts,
• 2:18
  Anne
• 2:18
  Mazinga.
• 2:19
  And
• 2:19
  I'm
• 2:19
  Chris
• 2:19
  Walton
• 2:20
  and
• 2:20
  we
• 2:20
  are.
• 2:20
  Here
• 2:20
  once
• 2:21
  again
• 2:21
  to
• 2:21
  discuss
• 2:21
  all
• 2:22
  the
• 2:22
  top
• 2:22
  headlines
• 2:23
  from
• 2:23
  the
• 2:23
  past
• 2:23
  week
• 2:24
  making
• 2:24
  waves
• 2:25
  in
• 2:25
  the
• 2:25
  world
• 2:26
  of
• 2:26
  omnichannel
• 2:27
  retailing.
• 2:28
  And
• 2:28
  Chris,
• 2:29
  before
• 2:29
  we
• 2:29
  get
• 2:29
  into
• 2:29
  the
• 2:29
  headlines,
• 2:30
  I
• 2:30
  just
• 2:30
  want
• 2:31
  to
• 2:31
  alert
• 2:31
  our
• 2:32
  listeners
• 2:32
  to
• 2:33
  all
• 2:33
  of
• 2:33
  the
• 2:34
  incredible
• 2:34
  LinkedIn
• 2:35
  Live
• 2:35
  events
• 2:35
  that
• 2:35
  we
• 2:36
  have
• 2:36
  coming
• 2:36
  up
• 2:36
  as
• 2:37
  we
• 2:37
  are
• 2:37
  in
• 2:38
  Q4
• 2:38
  and
• 2:39
  we're
• 2:39
  getting
• 2:39
  ready
• 2:39
  for
• 2:39
  the
• 2:40
  holidays.
• 2:41
  We've
• 2:41
  got
• 2:41
  some
• 2:42
  pretty
• 2:42
  exciting
• 2:42
  lineup
• 2:43
  here
• 2:43
  or
• 2:43
  we
• 2:43
  have
• 2:43
  a
• 2:44
  pretty
• 2:44
  exciting
• 2:44
  lineup
• 2:44
  coming
• 2:45
  up
• 2:45
  here.
• 2:45
  We
• 2:46
  have
• 2:46
  SPS
• 2:47
  Commerce
• 2:47
  coming
• 2:47
  up.
• 2:48
  They're
• 2:48
  talking
• 2:48
  about
• 2:48
  five
• 2:49
  things
• 2:49
  you
• 2:49
  can
• 2:49
  still
• 2:49
  do
• 2:50
  to
• 2:50
  get
• 2:50
  ready
• 2:51
  for
• 2:51
  Black
• 2:51
  Friday.
• 2:53
  We
• 2:53
  have
• 2:54
  htech
• 2:55
  coming
• 2:55
  up,
• 2:55
  talking
• 2:56
  about
• 2:56
  computer
• 2:57
  vision
• 2:57
  and
• 2:58
  some
• 2:58
  avoidable
• 2:59
  disasters
• 3:00
  and
• 3:00
  computer
• 3:00
  vision
• 3:01
  deployment.
• 3:01
  So
• 3:02
  that's
• 3:02
  going
• 3:02
  to
• 3:02
  be
• 3:02
  a
• 3:02
  good
• 3:02
  one.
• 3:03
  That
• 3:03
  one
• 3:03
  sounds
• 3:04
  spicy.
• 3:05
  That
• 3:05
  one
• 3:05
  sounds
• 3:05
  really
• 3:05
  spicy.
• 3:06
  It
• 3:06
  is
• 3:06
  going
• 3:07
  to
• 3:07
  be
• 3:07
  spicy.
• 3:07
  And
• 3:07
  then
• 3:08
  we
• 3:08
  have
• 3:09
  our
• 3:09
  favorite
• 3:10
  of
• 3:10
  all
• 3:10
  favorite
• 3:11
  podcasts.
• 3:11
  We
• 3:12
  do
• 3:12
  this
• 3:12
  twice
• 3:12
  a
• 3:12
  year.
• 3:13
  Chris,
• 3:13
  I'm
• 3:14
  going
• 3:14
  to
• 3:14
  give
• 3:14
  you
• 3:14
  the
• 3:14
  honors
• 3:14
  in
• 3:15
  talking
• 3:15
  about
• 3:15
  the
• 3:16
  last
• 3:16
  one
• 3:16
  that
• 3:16
  we
• 3:16
  have
• 3:17
  coming
• 3:17
  up.
• 3:17
  Oh,
• 3:17
  the
• 3:17
  last
• 3:18
  one?
• 3:18
  Yeah,
• 3:18
  the
• 3:19
  last
• 3:19
  one
• 3:19
  I'm
• 3:19
  really
• 3:19
  excited
• 3:19
  about.
• 3:20
  We're
• 3:20
  bringing
• 3:20
  back
• 3:21
  Ethan
• 3:21
  Chernofsky
• 3:21
  of
• 3:22
  Placer
• 3:22
  AI
• 3:23
  to
• 3:24
  to
• 3:24
  join
• 3:24
  us
• 3:24
  and
• 3:24
  he's
• 3:25
  doing
• 3:25
  what
• 3:25
  we're
• 3:25
  calling
• 3:25
  this
• 3:26
  year
• 3:26
  the
• 3:26
  way
• 3:27
  too
• 3:27
  early
• 3:28
  2025
• 3:29
  recap.
• 3:29
  Because
• 3:29
  we're
• 3:29
  planning
• 3:30
  to
• 3:30
  debut
• 3:30
  it
• 3:30
  in
• 3:31
  early
• 3:31
  November
• 3:32
  before
• 3:32
  all
• 3:32
  the
• 3:32
  hullabaloo
• 3:33
  of
• 3:33
  the
• 3:33
  holiday
• 3:33
  starts
• 3:34
  and
• 3:34
  everyone
• 3:34
  gets
• 3:34
  distracted.
• 3:35
  And
• 3:35
  quite
• 3:35
  honestly,
• 3:36
  there's
• 3:36
  not
• 3:36
  that
• 3:36
  much
• 3:36
  difference
• 3:37
  in
• 3:37
  the,
• 3:37
  in
• 3:37
  the
• 3:37
  last
• 3:38
  month
• 3:39
  anyway.
• 3:39
  So
• 3:39
  when
• 3:39
  you're
• 3:40
  looking
• 3:40
  back
• 3:40
  on
• 3:40
  a
• 3:40
  whole
• 3:40
  year
• 3:41
  of
• 3:41
  trends
• 3:41
  in
• 3:41
  retail.
• 3:42
  So.
• 3:43
  So
• 3:43
  yeah,
• 3:43
  I'm
• 3:44
  excited
• 3:44
  about
• 3:44
  it.
• 3:44
  Ethan's
• 3:45
  always
• 3:45
  good
• 3:45
  fun
• 3:45
  and
• 3:46
  good
• 3:46
  stuff
• 3:46
  to
• 3:46
  have
• 3:46
  on
• 3:46
  the
• 3:46
  program.
• 3:47
  So
• 3:47
  yeah,
• 3:47
  you
• 3:47
  should
• 3:48
  definitely
• 3:48
  check
• 3:49
  that
• 3:49
  out.
• 3:49
  You
• 3:49
  can
• 3:49
  Register
• 3:49
  via
• 3:50
  our
• 3:50
  LinkedIn
• 3:50
  page.
• 3:51
  You
• 3:51
  can
• 3:51
  also
• 3:51
  register
• 3:51
  via
• 3:52
  our
• 3:52
  daily
• 3:52
  newsletter
• 3:53
  that
• 3:53
  comes
• 3:53
  your
• 3:54
  way
• 3:54
  each
• 3:54
  and
• 3:54
  every
• 3:54
  morning.
• 3:55
  Excellent.
• 3:56
  Yes,
• 3:56
  check,
• 3:57
  definitely
• 3:57
  check
• 3:57
  those
• 3:58
  out.
• 3:58
  Lots
• 3:58
  of
• 3:58
  good
• 3:58
  information
• 3:59
  to
• 3:59
  have.
• 3:59
  And
• 3:59
  if
• 3:59
  you
• 4:00
  aren't
• 4:00
  already,
• 4:00
  follow
• 4:01
  us
• 4:01
  on
• 4:01
  LinkedIn
• 4:02
  so
• 4:02
  that
• 4:03
  you
• 4:03
  can
• 4:03
  get
• 4:03
  access
• 4:03
  to
• 4:04
  those
• 4:04
  recordings
• 4:05
  once
• 4:05
  they
• 4:05
  go
• 4:06
  live
• 4:06
  also.
• 4:07
  All
• 4:07
  right,
• 4:07
  Chris,
• 4:07
  let's
• 4:08
  get
• 4:08
  to
• 4:08
  the
• 4:08
  headlines.
• 4:09
  All
• 4:09
  right.
• 4:10
  And
• 4:10
  in
• 4:10
  this
• 4:10
  week's
• 4:10
  Fast5,
• 4:11
  we've
• 4:11
  got
• 4:11
  news
• 4:11
  on
• 4:12
  Walmart
• 4:12
  opening
• 4:12
  an
• 4:13
  auto
• 4:13
  care
• 4:13
  center
• 4:14
  of
• 4:15
  the
• 4:15
  future.
• 4:17
  Kroger
• 4:17
  using
• 4:17
  dashmart
• 4:18
  for
• 4:18
  online
• 4:18
  delivery.
• 4:19
  Walmart
• 4:20
  partnering
• 4:20
  with
• 4:20
  Williot
• 4:21
  to
• 4:21
  improve
• 4:21
  inventory
• 4:22
  tracking.
• 4:23
  The
• 4:23
  big
• 4:24
  three
• 4:24
  third
• 4:24
  party
• 4:25
  grocery
• 4:25
  delivery
• 4:26
  and
• 4:26
  food
• 4:26
  delivery
• 4:27
  marketplaces.
• 4:28
  DoorDash,
• 4:29
  Instacart
• 4:29
  and
• 4:29
  UberEats
• 4:30
  teaming
• 4:30
  up
• 4:30
  with
• 4:31
  ChatGPT.
• 4:31
  But
• 4:32
  we
• 4:32
  begin
• 4:32
  today
• 4:33
  with
• 4:33
  more
• 4:33
  quote
• 4:34
  unquote
• 4:35
  of
• 4:35
  the
• 4:35
  future
• 4:36
  news.
• 4:36
  Going
• 4:36
  to
• 4:36
  do
• 4:37
  my
• 4:37
  Joy
• 4:37
  Tribbian
• 4:38
  thing
• 4:38
  of
• 4:39
  the
• 4:39
  future
• 4:39
  news
• 4:40
  out
• 4:40
  of
• 4:40
  Amazon.
• 4:40
  And
• 4:41
  yes,
• 4:42
  headline
• 4:42
  number
• 4:43
  one,
• 4:44
  Amazon's
• 4:44
  new
• 4:45
  in
• 4:45
  office
• 4:45
  prescription
• 4:46
  kiosks
• 4:47
  allow
• 4:47
  patients
• 4:48
  to
• 4:48
  pick
• 4:48
  up
• 4:48
  their
• 4:48
  prescriptions
• 4:49
  immediately
• 4:50
  after
• 4:51
  their
• 4:51
  medical
• 4:51
  appointment.
• 4:52
  According
• 4:53
  to
• 4:53
  an
• 4:53
  Amazon
• 4:53
  press
• 4:54
  release,
• 4:54
  starting
• 4:54
  December
• 4:55
  2025,
• 4:56
  Amazon
• 4:56
  Pharmacy
• 4:57
  kiosks
• 4:57
  will
• 4:58
  be
• 4:58
  available
• 4:58
  to
• 4:58
  patients
• 4:58
  at
• 4:59
  One
• 4:59
  Medical
• 4:59
  locations
• 5:00
  across
• 5:00
  the
• 5:00
  greater
• 5:01
  Los
• 5:01
  Angeles
• 5:01
  area
• 5:02
  including
• 5:02
  downtown
• 5:03
  la,
• 5:03
  west
• 5:04
  la,
• 5:04
  Beverly
• 5:05
  Hills,
• 5:05
  Long
• 5:05
  beach
• 5:05
  and
• 5:06
  West
• 5:06
  Hollywood,
• 5:07
  with
• 5:07
  expansion
• 5:08
  to
• 5:08
  additional
• 5:08
  1
• 5:09
  medical
• 5:09
  offices
• 5:09
  and
• 5:10
  other
• 5:10
  locations
• 5:11
  soon
• 5:11
  after.
• 5:12
  Powered
• 5:13
  by
• 5:13
  Amazon's
• 5:13
  logistics
• 5:14
  and
• 5:14
  technology,
• 5:15
  each
• 5:15
  kiosk
• 5:16
  is
• 5:16
  stocked
• 5:16
  with
• 5:17
  a
• 5:17
  curated
• 5:17
  inventory
• 5:17
  of
• 5:18
  medications
• 5:18
  tailored
• 5:19
  to
• 5:19
  the
• 5:19
  prescribing
• 5:19
  patterns
• 5:20
  of
• 5:20
  the
• 5:21
  specific
• 5:21
  office
• 5:22
  location.
• 5:22
  The
• 5:23
  process
• 5:23
  is
• 5:23
  very
• 5:24
  simple.
• 5:24
  You
• 5:25
  create
• 5:25
  an
• 5:26
  Amazon
• 5:26
  pharmacy
• 5:27
  account@pharmacy.Amazon.com
• 5:29
  you
• 5:30
  then
• 5:30
  schedule
• 5:30
  an
• 5:30
  appointment
• 5:31
  at
• 5:31
  any
• 5:31
  participating
• 5:32
  One
• 5:32
  Medical
• 5:32
  location
• 5:33
  and
• 5:33
  ask
• 5:33
  your
• 5:33
  provider
• 5:34
  to
• 5:34
  send
• 5:34
  your
• 5:34
  prescription
• 5:35
  to
• 5:35
  Amazon
• 5:36
  Pharmacy
• 5:37
  at
• 5:37
  checkout.
• 5:38
  In
• 5:38
  the
• 5:38
  Amazon
• 5:39
  app,
• 5:39
  you
• 5:39
  can
• 5:39
  select
• 5:39
  the
• 5:40
  kiosk
• 5:40
  pickup
• 5:40
  and
• 5:40
  pay
• 5:41
  with
• 5:41
  your
• 5:41
  preferred
• 5:42
  method.
• 5:42
  You'll
• 5:43
  get
• 5:43
  a
• 5:43
  QR
• 5:43
  code
• 5:44
  to
• 5:44
  scan
• 5:44
  at
• 5:44
  the
• 5:44
  kiosk
• 5:45
  to
• 5:45
  pick
• 5:45
  up
• 5:45
  your
• 5:45
  medication.
• 5:46
  An
• 5:46
  Amazon
• 5:47
  pharmacist
• 5:47
  will
• 5:48
  review
• 5:48
  your
• 5:48
  medication
• 5:49
  and
• 5:49
  it
• 5:49
  will
• 5:49
  be
• 5:49
  ready
• 5:49
  for
• 5:50
  pickup
• 5:50
  within
• 5:51
  minutes.
• 5:51
  Through
• 5:52
  the
• 5:52
  Amazon
• 5:52
  app,
• 5:52
  patients
• 5:53
  can
• 5:53
  see
• 5:53
  upfront
• 5:54
  costs
• 5:54
  including
• 5:54
  available
• 5:55
  discount
• 5:56
  and
• 5:56
  estimated
• 5:57
  insurance
• 5:57
  co
• 5:57
  pays.
• 5:58
  They
• 5:58
  can
• 5:58
  pay
• 5:58
  for
• 5:58
  their
• 5:59
  prescriptions
• 5:59
  and
• 5:59
  if
• 6:00
  needed,
• 6:00
  connect
• 6:00
  directly
• 6:01
  to
• 6:01
  an
• 6:01
  Amazon
• 6:02
  Pharmacy
• 6:02
  licensed
• 6:03
  pharmacist
• 6:03
  via
• 6:04
  secure
• 6:04
  video
• 6:04
  or
• 6:04
  phone
• 6:05
  consultation.
• 6:06
  Chris,
• 6:06
  this
• 6:07
  is
• 6:07
  all.
• 6:07
  Also
• 6:07
  the
• 6:07
  A
• 6:07
  and
• 6:08
  M
• 6:08
  put
• 6:08
  you
• 6:08
  on
• 6:08
  the
• 6:08
  spot
• 6:09
  question
• 6:09
  right
• 6:09
  away
• 6:10
  with
• 6:10
  the
• 6:10
  first
• 6:10
  headline.
• 6:12
  Okay,
• 6:12
  all
• 6:13
  right,
• 6:13
  I'm
• 6:13
  ready.
• 6:13
  Ad
• 6:13
  Bring
• 6:14
  it,
• 6:14
  bring
• 6:14
  it.
• 6:14
  A
• 6:14
  and
• 6:14
  M.
• 6:15
  I'm
• 6:15
  ready
• 6:15
  for
• 6:15
  it
• 6:15
  today.
• 6:15
  I'm
• 6:16
  ready.
• 6:16
  Let's
• 6:16
  do
• 6:16
  it.
• 6:17
  All
• 6:17
  right,
• 6:17
  so
• 6:18
  A
• 6:18
  and
• 6:18
  M
• 6:18
  wants
• 6:18
  to
• 6:18
  know,
• 6:18
  removing
• 6:19
  any
• 6:19
  element
• 6:19
  of
• 6:20
  friction
• 6:20
  in
• 6:20
  script
• 6:21
  fulfillment
• 6:21
  will
• 6:22
  likely
• 6:22
  be
• 6:22
  applauded
• 6:22
  by
• 6:23
  customers.
• 6:23
  But
• 6:24
  how
• 6:24
  big
• 6:24
  of
• 6:24
  a
• 6:24
  Trojan
• 6:25
  horse
• 6:25
  horse
• 6:26
  is
• 6:26
  this
• 6:26
  for
• 6:27
  Amazon
• 6:27
  Pharmacy
• 6:28
  as
• 6:28
  a
• 6:28
  means
• 6:28
  to
• 6:28
  a
• 6:29
  bigger
• 6:29
  end?
• 6:31
  Oh
• 6:31
  man,
• 6:34
  if
• 6:34
  it's
• 6:34
  a
• 6:34
  Trojan
• 6:35
  horse,
• 6:35
  it's
• 6:35
  a,
• 6:35
  it's,
• 6:36
  it's
• 6:36
  a,
• 6:36
  it's
• 6:37
  a
• 6:37
  Trojan
• 6:37
  horse
• 6:37
  with
• 6:37
  one
• 6:38
  of
• 6:38
  the
• 6:38
  Trojans
• 6:38
  like
• 6:39
  hanging
• 6:39
  out
• 6:39
  the,
• 6:40
  the
• 6:40
  bottom
• 6:40
  of
• 6:40
  the
• 6:40
  belly
• 6:41
  with
• 6:41
  all
• 6:41
  for
• 6:41
  all
• 6:41
  to
• 6:41
  see.
• 6:42
  You
• 6:42
  know,
• 6:42
  that's
• 6:42
  one
• 6:42
  thing
• 6:42
  I'd
• 6:43
  say
• 6:43
  and,
• 6:43
  but
• 6:43
  I
• 6:44
  don't
• 6:44
  know,
• 6:44
  I'm
• 6:44
  not
• 6:44
  really
• 6:44
  seeing
• 6:45
  the
• 6:45
  overall
• 6:45
  play
• 6:45
  here
• 6:46
  and
• 6:46
  I
• 6:46
  have
• 6:46
  questions
• 6:46
  about
• 6:47
  how
• 6:47
  much
• 6:47
  friction
• 6:48
  is
• 6:48
  actually
• 6:48
  being
• 6:49
  removed
• 6:49
  by
• 6:50
  Amazon
• 6:50
  doing
• 6:51
  this,
• 6:51
  which
• 6:51
  I'm
• 6:51
  curious
• 6:51
  to
• 6:51
  get
• 6:52
  your
• 6:52
  take
• 6:52
  too.
• 6:52
  But
• 6:52
  you
• 6:53
  know,
• 6:53
  if
• 6:53
  you
• 6:53
  ask
• 6:53
  me
• 6:54
  am
• 6:54
  I
• 6:54
  buyer
• 6:55
  buying
• 6:55
  or
• 6:55
  selling
• 6:56
  this
• 6:56
  idea,
• 6:57
  I
• 6:57
  think
• 6:57
  I'm
• 6:58
  like
• 6:58
  70,
• 6:58
  30
• 6:59
  on
• 6:59
  the
• 6:59
  sell
• 6:59
  side.
• 7:00
  Like
• 7:00
  I
• 7:00
  get
• 7:00
  that
• 7:00
  it's
• 7:01
  an
• 7:01
  experiment
• 7:01
  and
• 7:01
  that's
• 7:02
  why
• 7:02
  I'm
• 7:02
  kind
• 7:02
  of
• 7:02
  on
• 7:02
  the
• 7:03
  30
• 7:03
  side
• 7:03
  on
• 7:03
  the
• 7:03
  buy
• 7:04
  side.
• 7:04
  But
• 7:05
  you
• 7:05
  know,
• 7:05
  when
• 7:06
  I
• 7:06
  step
• 7:06
  back,
• 7:06
  I
• 7:07
  don't
• 7:07
  think
• 7:07
  it's
• 7:07
  a
• 7:07
  well
• 7:08
  designed
• 7:09
  experiment
• 7:09
  for
• 7:10
  a
• 7:10
  number
• 7:10
  of
• 7:10
  reasons.
• 7:11
  Like
• 7:11
  because
• 7:11
  from
• 7:11
  an
• 7:12
  experimentation
• 7:12
  standpoint
• 7:13
  for
• 7:13
  it
• 7:13
  to
• 7:13
  work
• 7:13
  a
• 7:13
  number
• 7:14
  of
• 7:14
  things
• 7:14
  have
• 7:14
  to
• 7:14
  be
• 7:14
  true.
• 7:15
  It
• 7:15
  sounds
• 7:15
  like
• 7:15
  you
• 7:15
  need
• 7:15
  to
• 7:15
  be
• 7:15
  A
• 7:16
  one
• 7:16
  Medical
• 7:16
  user.
• 7:17
  So
• 7:17
  you
• 7:17
  have
• 7:17
  to
• 7:17
  get
• 7:17
  over
• 7:17
  that
• 7:18
  hurdle.
• 7:19
  And
• 7:19
  then
• 7:19
  if
• 7:19
  you
• 7:20
  are,
• 7:20
  you
• 7:20
  have
• 7:20
  to
• 7:21
  also
• 7:21
  want
• 7:21
  to
• 7:21
  change
• 7:22
  your
• 7:22
  habits
• 7:22
  and
• 7:22
  do
• 7:23
  this,
• 7:23
  which
• 7:23
  is
• 7:23
  another
• 7:23
  hurdle
• 7:24
  to
• 7:24
  get
• 7:24
  over.
• 7:24
  So
• 7:24
  you're
• 7:25
  really
• 7:25
  kind
• 7:25
  of
• 7:25
  testing
• 7:25
  two
• 7:26
  things
• 7:26
  there.
• 7:27
  So
• 7:27
  in
• 7:27
  that
• 7:27
  sense,
• 7:27
  I
• 7:27
  can
• 7:28
  see
• 7:28
  it
• 7:28
  being
• 7:28
  a
• 7:28
  controlled
• 7:29
  test
• 7:29
  within
• 7:29
  the
• 7:29
  one
• 7:30
  Medical
• 7:30
  environment.
• 7:30
  But
• 7:31
  my
• 7:31
  fear
• 7:31
  is
• 7:31
  then
• 7:31
  you
• 7:31
  don't
• 7:32
  have
• 7:32
  much
• 7:32
  confidence
• 7:33
  to
• 7:33
  take
• 7:33
  the
• 7:33
  idea
• 7:34
  out
• 7:34
  of
• 7:34
  that
• 7:34
  environment
• 7:35
  into
• 7:35
  the
• 7:36
  natural
• 7:36
  state
• 7:36
  of
• 7:37
  how
• 7:37
  people
• 7:37
  generally
• 7:37
  get
• 7:38
  health
• 7:38
  care.
• 7:39
  And
• 7:39
  then
• 7:39
  the
• 7:40
  other
• 7:40
  point
• 7:40
  I
• 7:40
  just
• 7:40
  make
• 7:41
  in
• 7:41
  closing
• 7:41
  would
• 7:41
  be
• 7:41
  like,
• 7:42
  what
• 7:42
  do
• 7:42
  I
• 7:42
  do
• 7:42
  if
• 7:42
  the
• 7:42
  prescription's
• 7:43
  out
• 7:43
  of
• 7:43
  stock?
• 7:44
  Like,
• 7:44
  you
• 7:44
  know,
• 7:45
  that's
• 7:45
  just
• 7:45
  super
• 7:46
  frustrating.
• 7:46
  And
• 7:47
  so
• 7:47
  it
• 7:47
  seems
• 7:47
  like
• 7:47
  the
• 7:48
  whole
• 7:48
  thing
• 7:48
  just
• 7:48
  adds
• 7:48
  a
• 7:49
  lot
• 7:49
  of
• 7:49
  more
• 7:49
  friction
• 7:50
  points
• 7:50
  for
• 7:50
  me
• 7:51
  and
• 7:52
  especially
• 7:52
  just
• 7:53
  given
• 7:53
  how
• 7:53
  I'm
• 7:53
  used
• 7:53
  to
• 7:54
  doing
• 7:54
  this.
• 7:54
  Like,
• 7:54
  and
• 7:55
  especially
• 7:55
  when
• 7:55
  immediate
• 7:56
  delivery
• 7:56
  is
• 7:56
  available
• 7:57
  too.
• 7:57
  So,
• 7:57
  like,
• 7:57
  I
• 7:58
  just,
• 7:58
  I
• 7:58
  just
• 7:58
  don't
• 7:58
  get
• 7:59
  what
• 7:59
  the
• 7:59
  end
• 7:59
  game
• 7:59
  here
• 8:00
  is.
• 8:01
  Yeah,
• 8:01
  I
• 8:01
  mean,
• 8:01
  I
• 8:02
  think,
• 8:02
  I
• 8:02
  think
• 8:02
  it
• 8:03
  makes
• 8:03
  sense
• 8:03
  as
• 8:03
  a
• 8:04
  concept
• 8:04
  for
• 8:05
  One
• 8:05
  Medical.
• 8:06
  Like,
• 8:06
  I
• 8:06
  mean,
• 8:07
  this,
• 8:07
  if
• 8:07
  you're
• 8:07
  one
• 8:08
  Medical,
• 8:08
  you're
• 8:09
  probably
• 8:09
  bought
• 8:09
  into
• 8:09
  Amazon
• 8:10
  Healthcare.
• 8:11
  You're
• 8:11
  buying
• 8:11
  into
• 8:11
  the
• 8:12
  market.
• 8:12
  This
• 8:12
  should
• 8:13
  be
• 8:13
  part
• 8:13
  of
• 8:13
  your
• 8:13
  experience,
• 8:14
  especially
• 8:14
  since
• 8:15
  you're
• 8:15
  a
• 8:15
  newer
• 8:15
  clinic.
• 8:17
  The
• 8:17
  article
• 8:18
  talked
• 8:18
  about
• 8:18
  the
• 8:19
  importance
• 8:19
  of
• 8:19
  making
• 8:19
  sure
• 8:20
  that
• 8:20
  people
• 8:20
  actually
• 8:20
  fulfill
• 8:21
  their
• 8:21
  prescriptions
• 8:22
  because
• 8:23
  something
• 8:23
  like
• 8:23
  almost
• 8:24
  half
• 8:24
  of
• 8:24
  people
• 8:25
  don't
• 8:25
  fulfill
• 8:25
  their
• 8:25
  prescriptions
• 8:26
  after
• 8:26
  they
• 8:26
  leave
• 8:26
  the
• 8:27
  doctor's
• 8:27
  office,
• 8:27
  which
• 8:27
  is
• 8:28
  just
• 8:28
  baffling
• 8:28
  to
• 8:28
  me.
• 8:28
  But,
• 8:30
  but
• 8:30
  anyway,
• 8:31
  I
• 8:31
  think
• 8:31
  you
• 8:32
  have
• 8:32
  to
• 8:32
  have
• 8:32
  a
• 8:33
  method
• 8:33
  for
• 8:33
  them
• 8:34
  to
• 8:34
  pick
• 8:34
  up
• 8:34
  the
• 8:34
  prescription
• 8:35
  quickly
• 8:35
  and
• 8:36
  easily
• 8:36
  after
• 8:36
  leaving
• 8:37
  this
• 8:37
  appointment
• 8:39
  to
• 8:39
  make
• 8:39
  this
• 8:40
  worth
• 8:40
  someone.
• 8:41
  1
• 8:41
  Scheduling
• 8:42
  an
• 8:42
  appointment
• 8:43
  via
• 8:43
  the
• 8:43
  app,
• 8:44
  then
• 8:45
  getting
• 8:45
  their
• 8:45
  prescription
• 8:46
  filled
• 8:46
  via
• 8:47
  the
• 8:47
  app.
• 8:47
  I
• 8:47
  think
• 8:48
  it
• 8:48
  makes
• 8:48
  sense
• 8:49
  as
• 8:49
  a
• 8:49
  cohesive
• 8:50
  way
• 8:50
  to
• 8:50
  launch
• 8:51
  and
• 8:51
  scale
• 8:52
  One
• 8:52
  Medical.
• 8:53
  But
• 8:54
  I
• 8:54
  think
• 8:54
  this
• 8:55
  is
• 8:56
  highly
• 8:56
  dependent
• 8:57
  then
• 8:57
  on
• 8:57
  how
• 8:57
  quickly
• 8:58
  one
• 8:58
  Medical
• 8:58
  can
• 8:59
  scale
• 8:59
  and
• 9:00
  get
• 9:00
  to
• 9:01
  the
• 9:01
  like
• 9:02
  really
• 9:02
  the
• 9:02
  growth
• 9:02
  that,
• 9:03
  you
• 9:03
  know,
• 9:03
  CVS
• 9:04
  or
• 9:04
  Walgreens
• 9:05
  and
• 9:05
  their
• 9:05
  minute
• 9:05
  clinics
• 9:06
  have,
• 9:06
  or
• 9:06
  even
• 9:07
  just
• 9:07
  your
• 9:07
  local,
• 9:07
  your
• 9:08
  local
• 9:08
  provider
• 9:09
  for
• 9:09
  urgent
• 9:09
  care.
• 9:10
  So
• 9:10
  I
• 9:10
  think
• 9:11
  that's,
• 9:11
  to
• 9:11
  me,
• 9:12
  that's
• 9:12
  the
• 9:12
  biggest
• 9:12
  thing
• 9:13
  that
• 9:13
  is.
• 9:13
  Is
• 9:14
  kind
• 9:14
  of
• 9:14
  beholden
• 9:15
  to
• 9:15
  any
• 9:15
  success
• 9:15
  with
• 9:16
  this,
• 9:16
  is
• 9:16
  that
• 9:17
  you
• 9:17
  have
• 9:17
  to
• 9:17
  see
• 9:17
  how
• 9:17
  quickly
• 9:18
  one
• 9:18
  Medical
• 9:18
  can
• 9:19
  scale.
• 9:19
  I
• 9:19
  don't
• 9:19
  think
• 9:20
  it's
• 9:20
  a
• 9:20
  Trojan
• 9:20
  horse
• 9:21
  at
• 9:21
  all.
• 9:21
  I
• 9:21
  think
• 9:21
  it's
• 9:21
  just
• 9:21
  a
• 9:21
  very
• 9:22
  simple,
• 9:23
  like,
• 9:23
  here's
• 9:24
  a
• 9:24
  convenience.
• 9:24
  You
• 9:25
  can
• 9:25
  get
• 9:25
  this
• 9:26
  prescription
• 9:26
  from
• 9:26
  your
• 9:27
  kiosk.
• 9:27
  You
• 9:27
  probably
• 9:28
  can
• 9:28
  have
• 9:28
  it
• 9:28
  delivered
• 9:29
  same
• 9:29
  day
• 9:30
  within
• 9:30
  a
• 9:30
  few
• 9:30
  hours
• 9:31
  via
• 9:32
  Amazon
• 9:32
  as
• 9:32
  well,
• 9:32
  if
• 9:33
  they
• 9:33
  don't
• 9:33
  have
• 9:33
  it
• 9:33
  at
• 9:33
  the
• 9:34
  kiosk
• 9:34
  at
• 9:34
  that
• 9:34
  time.
• 9:35
  But
• 9:35
  for
• 9:35
  me,
• 9:35
  it's
• 9:36
  really
• 9:36
  this
• 9:36
  is
• 9:36
  just
• 9:36
  about
• 9:37
  scaling
• 9:38
  and
• 9:38
  it's
• 9:38
  a
• 9:39
  fancy
• 9:39
  way
• 9:39
  to
• 9:39
  do
• 9:39
  that.
• 9:40
  There's
• 9:40
  nothing
• 9:40
  new
• 9:41
  about
• 9:41
  having
• 9:41
  a
• 9:41
  pharmacy
• 9:42
  outside
• 9:42
  of
• 9:42
  the
• 9:43
  minute
• 9:43
  clinic,
• 9:43
  you
• 9:44
  know.
• 9:44
  Yeah,
• 9:45
  Right.
• 9:45
  Well,
• 9:45
  the
• 9:45
  interesting
• 9:46
  point
• 9:46
  you
• 9:46
  bring
• 9:46
  up
• 9:46
  too
• 9:46
  is
• 9:46
  it
• 9:47
  does
• 9:47
  start
• 9:47
  pushing
• 9:47
  the
• 9:47
  envelope
• 9:48
  on
• 9:48
  automated
• 9:49
  prescription
• 9:49
  retrieval
• 9:50
  for
• 9:50
  customers.
• 9:51
  So
• 9:51
  maybe,
• 9:51
  you
• 9:51
  know,
• 9:51
  the
• 9:51
  CVS's
• 9:52
  and
• 9:52
  Walgreens
• 9:53
  start
• 9:53
  to
• 9:53
  look
• 9:53
  at
• 9:53
  that
• 9:53
  and
• 9:54
  make
• 9:54
  that
• 9:54
  experience
• 9:55
  a
• 9:55
  little
• 9:55
  less
• 9:56
  friction
• 9:56
  filled.
• 9:56
  Because
• 9:56
  that
• 9:57
  is
• 9:57
  a
• 9:57
  friction
• 9:57
  filled
• 9:58
  experience.
• 9:58
  When
• 9:58
  you
• 9:58
  get
• 9:58
  to
• 9:58
  Walgreens,
• 9:59
  you're
• 9:59
  not
• 9:59
  feeling
• 9:59
  well
• 9:59
  and
• 10:00
  there's
• 10:00
  a
• 10:00
  line
• 10:00
  of
• 10:00
  like
• 10:00
  10
• 10:00
  people
• 10:01
  in
• 10:01
  front
• 10:01
  of
• 10:01
  you
• 10:01
  and
• 10:02
  somebody's
• 10:02
  arguing
• 10:02
  about
• 10:03
  their
• 10:03
  insurance
• 10:03
  and
• 10:03
  you
• 10:04
  just
• 10:04
  want
• 10:04
  to
• 10:04
  go
• 10:04
  home.
• 10:05
  And
• 10:05
  so,
• 10:05
  yeah,
• 10:05
  I
• 10:05
  mean,
• 10:06
  if
• 10:06
  it,
• 10:06
  if
• 10:06
  it
• 10:06
  leads
• 10:07
  down
• 10:07
  that
• 10:07
  road.
• 10:07
  Yeah,
• 10:07
  you
• 10:08
  know,
• 10:08
  hopefully
• 10:08
  we
• 10:08
  see
• 10:08
  something
• 10:09
  here.
• 10:09
  So.
• 10:09
  So,
• 10:10
  yeah,
• 10:10
  I
• 10:10
  don't
• 10:10
  know.
• 10:10
  I
• 10:10
  mean,
• 10:11
  it's
• 10:11
  just
• 10:11
  kind
• 10:11
  of
• 10:11
  one
• 10:11
  of
• 10:11
  those
• 10:11
  stories
• 10:12
  where
• 10:12
  I'm.
• 10:12
  Yeah.
• 10:12
  Just
• 10:12
  not
• 10:13
  sure
• 10:13
  what
• 10:13
  to
• 10:13
  make
• 10:13
  of
• 10:13
  this
• 10:13
  one
• 10:13
  yet.
• 10:14
  Yeah.
• 10:14
  All
• 10:15
  right,
• 10:15
  let's
• 10:15
  move
• 10:15
  on.
• 10:15
  Headline
• 10:16
  number
• 10:16
  two,
• 10:16
  Forget
• 10:17
  stores
• 10:17
  of
• 10:18
  the
• 10:18
  future.
• 10:18
  This
• 10:19
  week,
• 10:19
  Walmart
• 10:19
  has
• 10:20
  opened
• 10:20
  its
• 10:21
  Auto
• 10:21
  Care
• 10:22
  center
• 10:22
  of
• 10:22
  the
• 10:22
  Future.
• 10:23
  And
• 10:23
  according
• 10:23
  to
• 10:23
  Chain
• 10:24
  storage,
• 10:24
  Walmart
• 10:25
  has
• 10:25
  opened
• 10:25
  the
• 10:25
  first
• 10:26
  of
• 10:26
  10
• 10:26
  planned
• 10:27
  auto
• 10:27
  care
• 10:28
  Centers
• 10:28
  of
• 10:28
  the
• 10:28
  Future
• 10:28
  locations
• 10:29
  at
• 10:29
  a
• 10:29
  Super
• 10:30
  center
• 10:30
  store
• 10:31
  in
• 10:31
  Fayetteville,
• 10:32
  Arkansas.
• 10:33
  Here's
• 10:33
  how
• 10:33
  the
• 10:33
  new
• 10:34
  Auto
• 10:34
  center
• 10:34
  of
• 10:35
  the
• 10:35
  future
• 10:35
  works,
• 10:35
  because
• 10:36
  I
• 10:36
  know
• 10:36
  all
• 10:36
  of
• 10:36
  you
• 10:36
  out
• 10:36
  there
• 10:37
  are
• 10:37
  incredibly
• 10:37
  curious.
• 10:38
  Customers
• 10:39
  sign
• 10:39
  into
• 10:39
  the
• 10:39
  Walmart
• 10:40
  app,
• 10:40
  navigate
• 10:41
  to
• 10:41
  services,
• 10:42
  click
• 10:42
  Auto
• 10:43
  Services,
• 10:43
  and
• 10:43
  schedule
• 10:44
  their
• 10:44
  service.
• 10:46
  Three
• 10:46
  service
• 10:47
  drops
• 10:47
  in
• 10:47
  one
• 10:47
  sentence.
• 10:48
  At
• 10:48
  the
• 10:49
  appointment
• 10:49
  time,
• 10:50
  customers
• 10:50
  pull
• 10:50
  into
• 10:51
  a
• 10:51
  parking
• 10:51
  spot
• 10:51
  near
• 10:52
  the
• 10:52
  Auto
• 10:52
  Care
• 10:52
  center
• 10:53
  and
• 10:53
  check
• 10:53
  in
• 10:53
  on
• 10:53
  the
• 10:54
  app.
• 10:54
  They
• 10:54
  enter
• 10:54
  the
• 10:55
  center,
• 10:55
  follow
• 10:55
  the
• 10:55
  instructions
• 10:56
  in
• 10:56
  the
• 10:56
  app
• 10:56
  to
• 10:56
  unlock
• 10:57
  an
• 10:57
  assigned
• 10:57
  locker,
• 10:58
  and
• 10:58
  drop
• 10:58
  the
• 10:58
  keys
• 10:59
  into
• 10:59
  a
• 10:59
  locker.
• 11:00
  Wow.
• 11:00
  Live
• 11:01
  updates
• 11:01
  of
• 11:01
  a
• 11:01
  car's
• 11:02
  progress
• 11:02
  are
• 11:02
  available
• 11:03
  through
• 11:03
  the
• 11:03
  app.
• 11:04
  Customers
• 11:04
  are
• 11:04
  notified
• 11:05
  to
• 11:05
  pick
• 11:05
  up
• 11:05
  their
• 11:05
  keys
• 11:06
  and
• 11:06
  pay
• 11:06
  once
• 11:07
  their
• 11:07
  vehicle
• 11:07
  is
• 11:08
  ready.
• 11:08
  And
• 11:09
  for
• 11:09
  context,
• 11:09
  Walmart
• 11:10
  currently
• 11:10
  operates
• 11:11
  2,582.
• 11:13
  That's
• 11:13
  an
• 11:13
  exact
• 11:14
  number.
• 11:14
  And
• 11:14
  2,582
• 11:16
  auto
• 11:16
  care
• 11:16
  centers
• 11:17
  within
• 11:17
  its
• 11:18
  super
• 11:18
  centers
• 11:19
  across
• 11:19
  the
• 11:20
  U.S.
• 11:20
  and
• 11:21
  my
• 11:21
  question,
• 11:21
  what
• 11:22
  are
• 11:22
  the
• 11:22
  chances
• 11:22
  you
• 11:23
  get
• 11:23
  your
• 11:23
  tires
• 11:24
  rotated
• 11:24
  at
• 11:24
  Walmart's
• 11:25
  Auto
• 11:25
  center
• 11:25
  of
• 11:26
  the
• 11:26
  Future
• 11:26
  in
• 11:27
  the
• 11:27
  future?
• 11:28
  Oh,
• 11:28
  very
• 11:29
  high.
• 11:29
  I
• 11:29
  think
• 11:29
  it
• 11:29
  will.
• 11:30
  Very
• 11:30
  high.
• 11:30
  Not
• 11:31
  just,
• 11:31
  you
• 11:31
  know,
• 11:32
  all
• 11:32
  auto
• 11:32
  care
• 11:33
  oil
• 11:33
  changes,
• 11:34
  they
• 11:34
  do
• 11:34
  tire
• 11:35
  changes,
• 11:35
  the
• 11:35
  works.
• 11:36
  And
• 11:36
  I
• 11:36
  think
• 11:36
  that,
• 11:37
  I
• 11:37
  love
• 11:37
  this
• 11:37
  because
• 11:38
  I
• 11:38
  think
• 11:38
  that
• 11:38
  Walmart
• 11:39
  is
• 11:39
  smartly
• 11:39
  taking
• 11:39
  something
• 11:40
  that
• 11:40
  you
• 11:40
  have
• 11:40
  to
• 11:41
  do
• 11:41
  and
• 11:41
  it
• 11:42
  makes
• 11:42
  it
• 11:42
  better.
• 11:43
  Not
• 11:43
  to
• 11:43
  mention
• 11:44
  it's
• 11:44
  great
• 11:44
  for
• 11:44
  Walmart
• 11:45
  because
• 11:45
  they
• 11:45
  have
• 11:45
  a
• 11:45
  very
• 11:46
  captive
• 11:46
  audience.
• 11:47
  I
• 11:47
  mean,
• 11:47
  look
• 11:47
  at
• 11:47
  the
• 11:47
  alternative.
• 11:48
  When
• 11:48
  you
• 11:48
  get
• 11:48
  an
• 11:49
  oil
• 11:49
  change
• 11:49
  or
• 11:49
  you
• 11:49
  get
• 11:50
  anything
• 11:50
  else
• 11:50
  Done
• 11:50
  like
• 11:51
  you're
• 11:51
  sitting
• 11:51
  in
• 11:51
  a
• 11:51
  disgusting
• 11:52
  waiting
• 11:52
  room
• 11:53
  drinking
• 11:53
  day
• 11:53
  old
• 11:54
  coffee
• 11:54
  like
• 11:55
  trying
• 11:55
  to
• 11:55
  get.
• 11:55
  WI
• 11:56
  fi
• 11:56
  out
• 11:56
  of
• 11:56
  a
• 11:56
  Styrofoam
• 11:57
  cup.
• 11:57
  Yeah,
• 11:57
  this
• 11:58
  is
• 11:58
  not
• 11:58
  a
• 11:58
  good
• 11:58
  experience
• 11:59
  already.
• 11:59
  So
• 12:00
  if
• 12:00
  I
• 12:00
  can
• 12:00
  go
• 12:00
  to
• 12:00
  Walmart
• 12:01
  and
• 12:01
  I
• 12:02
  can
• 12:02
  get
• 12:02
  you
• 12:02
  know,
• 12:03
  my
• 12:03
  stuff
• 12:03
  for
• 12:03
  the,
• 12:04
  for
• 12:04
  my
• 12:04
  groceries
• 12:05
  for
• 12:05
  the
• 12:05
  week,
• 12:05
  I
• 12:05
  can
• 12:05
  pick
• 12:06
  up
• 12:06
  a
• 12:06
  birthday
• 12:06
  present
• 12:06
  for
• 12:07
  my
• 12:07
  kid's
• 12:07
  birthday
• 12:07
  party
• 12:08
  and
• 12:08
  I
• 12:08
  have
• 12:08
  that
• 12:09
  all
• 12:09
  done
• 12:09
  and
• 12:10
  be
• 12:10
  notified
• 12:10
  like
• 12:10
  I
• 12:11
  think
• 12:11
  that's
• 12:11
  the
• 12:11
  other
• 12:11
  thing
• 12:11
  being
• 12:11
  notified
• 12:12
  in
• 12:12
  real
• 12:12
  time
• 12:13
  of
• 12:13
  like
• 12:13
  where
• 12:13
  your
• 12:14
  car
• 12:14
  is
• 12:14
  in
• 12:14
  the
• 12:15
  process
• 12:15
  of
• 12:15
  getting
• 12:15
  done
• 12:15
  so
• 12:16
  that
• 12:16
  you
• 12:16
  can
• 12:16
  plan
• 12:16
  appropriately.
• 12:18
  Like
• 12:18
  that
• 12:18
  is
• 12:18
  where
• 12:19
  the
• 12:19
  real
• 12:20
  customer
• 12:20
  advantages
• 12:21
  here
• 12:22
  making
• 12:22
  the
• 12:23
  most
• 12:23
  of
• 12:23
  their
• 12:23
  time
• 12:23
  and
• 12:24
  making
• 12:24
  this
• 12:24
  stop
• 12:25
  ultra
• 12:25
  convenient
• 12:26
  for
• 12:26
  Walmart
• 12:27
  customers
• 12:27
  and
• 12:28
  at
• 12:28
  a
• 12:28
  price
• 12:28
  point
• 12:28
  that's
• 12:29
  going
• 12:29
  to
• 12:29
  be
• 12:29
  much
• 12:29
  lower
• 12:29
  it
• 12:30
  sounds
• 12:30
  like
• 12:30
  than
• 12:30
  any
• 12:31
  other
• 12:31
  one
• 12:31
  and
• 12:31
  that's
• 12:32
  not
• 12:32
  even
• 12:32
  with
• 12:32
  a
• 12:32
  Walmart
• 12:33
  plus
• 12:33
  discount
• 12:33
  or
• 12:34
  anything
• 12:34
  else
• 12:34
  coming
• 12:34
  into
• 12:35
  the
• 12:35
  fold
• 12:35
  yet.
• 12:35
  So
• 12:36
  I
• 12:36
  love
• 12:37
  this.
• 12:37
  I
• 12:37
  think
• 12:37
  it's
• 12:38
  really
• 12:38
  smart,
• 12:39
  low
• 12:39
  lift
• 12:39
  on
• 12:40
  Walmart's
• 12:40
  part
• 12:40
  because
• 12:40
  it
• 12:40
  sounds
• 12:41
  like
• 12:41
  they
• 12:41
  already
• 12:41
  have
• 12:41
  auto
• 12:41
  care
• 12:42
  centers
• 12:42
  in
• 12:42
  most
• 12:42
  of
• 12:43
  these
• 12:43
  places.
• 12:43
  So
• 12:43
  it's
• 12:43
  just
• 12:44
  really
• 12:44
  thinking
• 12:44
  about
• 12:45
  how
• 12:45
  you
• 12:46
  create
• 12:46
  the
• 12:46
  tech
• 12:47
  and
• 12:47
  the
• 12:48
  experience
• 12:48
  and
• 12:49
  make
• 12:49
  that
• 12:49
  better
• 12:49
  for
• 12:49
  the
• 12:50
  customer.
• 12:50
  But
• 12:51
  yeah,
• 12:51
  I'm
• 12:51
  loving
• 12:52
  it.
• 12:52
  Are
• 12:52
  you
• 12:52
  gonna,
• 12:52
  are
• 12:53
  you
• 12:53
  gonna
• 12:53
  go
• 12:53
  get
• 12:53
  your
• 12:53
  tires
• 12:54
  change
• 12:54
  or
• 12:54
  your
• 12:54
  oil
• 12:54
  change
• 12:55
  next
• 12:55
  with
• 12:55
  the
• 12:56
  Walmart
• 12:56
  near
• 12:56
  us?
• 12:57
  Yeah,
• 12:57
  I
• 12:58
  mean
• 12:58
  I
• 12:58
  definitely
• 12:58
  think
• 12:58
  it's
• 12:58
  compelling.
• 12:59
  I
• 12:59
  mean
• 12:59
  I
• 12:59
  think
• 12:59
  it's
• 12:59
  compelling
• 13:00
  for
• 13:00
  a
• 13:00
  couple
• 13:00
  reasons.
• 13:01
  You
• 13:01
  know,
• 13:01
  there's
• 13:01
  a
• 13:01
  few
• 13:01
  good
• 13:01
  reasons
• 13:02
  for
• 13:02
  me.
• 13:02
  I
• 13:02
  think
• 13:03
  the
• 13:03
  one
• 13:03
  point
• 13:04
  you
• 13:04
  didn't
• 13:04
  mention
• 13:04
  I
• 13:04
  think
• 13:05
  is
• 13:05
  really
• 13:05
  important
• 13:05
  here
• 13:05
  is
• 13:05
  my
• 13:05
  hunch
• 13:06
  is
• 13:06
  the
• 13:06
  way
• 13:06
  they're
• 13:06
  talking
• 13:07
  about
• 13:07
  this.
• 13:07
  It
• 13:07
  actually
• 13:07
  simplifies
• 13:08
  the
• 13:08
  design
• 13:09
  of
• 13:09
  the
• 13:09
  overall
• 13:10
  auto
• 13:10
  care
• 13:10
  center
• 13:11
  operation.
• 13:12
  By
• 13:12
  that
• 13:12
  I
• 13:12
  mean
• 13:12
  it
• 13:12
  takes
• 13:13
  costs
• 13:13
  out
• 13:13
  for
• 13:14
  Walmart
• 13:15
  without
• 13:15
  having
• 13:15
  that
• 13:16
  big
• 13:16
  of
• 13:16
  an
• 13:16
  impact
• 13:16
  to
• 13:16
  service
• 13:17
  and
• 13:17
  potentially
• 13:18
  actually
• 13:18
  increasing
• 13:19
  its
• 13:19
  service
• 13:20
  reputation
• 13:21
  in
• 13:21
  so
• 13:21
  doing.
• 13:21
  So
• 13:22
  that
• 13:22
  I
• 13:22
  love
• 13:23
  because
• 13:23
  I've
• 13:23
  been
• 13:23
  droning
• 13:24
  on
• 13:24
  for
• 13:24
  the
• 13:24
  past
• 13:24
  I
• 13:24
  feel
• 13:25
  like
• 13:25
  month,
• 13:25
  month
• 13:25
  and
• 13:25
  a
• 13:25
  half
• 13:26
  about
• 13:26
  how
• 13:26
  investments
• 13:27
  need
• 13:27
  to
• 13:27
  be
• 13:28
  made
• 13:28
  to
• 13:28
  take
• 13:29
  costs
• 13:29
  out
• 13:29
  of
• 13:29
  your
• 13:29
  operations
• 13:30
  without
• 13:31
  a
• 13:31
  loss
• 13:31
  in
• 13:31
  service.
• 13:32
  And
• 13:32
  that's
• 13:32
  not
• 13:33
  an
• 13:33
  easy
• 13:33
  thing
• 13:33
  to
• 13:33
  do.
• 13:33
  And
• 13:34
  then
• 13:34
  the
• 13:34
  other
• 13:34
  point
• 13:34
  I'd
• 13:34
  make
• 13:35
  is
• 13:35
  I
• 13:35
  think
• 13:35
  it
• 13:35
  and
• 13:36
  it's
• 13:36
  kind
• 13:36
  of,
• 13:37
  you're
• 13:37
  kind
• 13:37
  of
• 13:37
  touching
• 13:37
  on
• 13:38
  it
• 13:38
  but
• 13:38
  I
• 13:38
  think
• 13:38
  I'll
• 13:38
  bring
• 13:38
  it
• 13:38
  out
• 13:38
  more
• 13:39
  overtly
• 13:39
  is
• 13:39
  I
• 13:40
  think
• 13:40
  it's
• 13:40
  it
• 13:40
  take
• 13:41
  continues
• 13:41
  to
• 13:41
  take
• 13:41
  Walmart
• 13:42
  upmarket.
• 13:43
  You're
• 13:43
  giving
• 13:43
  your
• 13:43
  customers
• 13:44
  a
• 13:44
  relatively
• 13:45
  easy
• 13:45
  way,
• 13:45
  especially
• 13:46
  those
• 13:46
  upper
• 13:46
  demographic
• 13:47
  customers
• 13:47
  that
• 13:48
  they've
• 13:48
  been
• 13:48
  capturing
• 13:48
  with
• 13:48
  Walmart
• 13:49
  plus
• 13:49
  to
• 13:50
  get
• 13:50
  their
• 13:50
  car
• 13:50
  service
• 13:51
  to
• 13:51
  get
• 13:51
  it
• 13:51
  serviced
• 13:51
  for
• 13:52
  cheap.
• 13:52
  And
• 13:53
  that
• 13:53
  plays
• 13:53
  into
• 13:54
  another
• 13:54
  reason
• 13:55
  why
• 13:55
  people
• 13:55
  wouldn't
• 13:55
  normally
• 13:56
  consider
• 13:56
  Walmart.
• 13:57
  But
• 13:57
  it
• 13:57
  gets
• 13:57
  them
• 13:57
  into
• 13:58
  the
• 13:58
  parking
• 13:58
  lot,
• 13:58
  gets
• 13:59
  them
• 13:59
  to
• 13:59
  try
• 13:59
  the
• 13:59
  service.
• 14:00
  They
• 14:00
  don't
• 14:00
  really
• 14:00
  have
• 14:00
  to
• 14:00
  interact
• 14:01
  with
• 14:01
  it
• 14:01
  that
• 14:01
  much
• 14:01
  from,
• 14:02
  from
• 14:02
  the
• 14:02
  way
• 14:02
  the
• 14:03
  headline
• 14:03
  was
• 14:03
  written.
• 14:04
  So
• 14:04
  like,
• 14:05
  you
• 14:05
  know,
• 14:05
  then
• 14:05
  you
• 14:05
  might
• 14:06
  just
• 14:06
  go
• 14:06
  in
• 14:06
  the
• 14:06
  store
• 14:06
  and
• 14:07
  try
• 14:07
  out
• 14:07
  Walmart
• 14:07
  for
• 14:07
  the
• 14:08
  first
• 14:08
  time
• 14:08
  in
• 14:08
  the
• 14:08
  store,
• 14:08
  you
• 14:09
  know,
• 14:09
  if
• 14:09
  you're
• 14:09
  that
• 14:09
  upper
• 14:09
  demographic.
• 14:10
  So,
• 14:10
  so
• 14:10
  I
• 14:10
  think
• 14:11
  long
• 14:11
  term,
• 14:11
  you
• 14:11
  know,
• 14:12
  Walmart
• 14:12
  plus
• 14:12
  there's
• 14:13
  lots
• 14:13
  of
• 14:13
  tie
• 14:13
  ins
• 14:13
  there
• 14:14
  too,
• 14:14
  which
• 14:14
  they
• 14:14
  haven't
• 14:14
  really
• 14:15
  talked
• 14:15
  about
• 14:15
  that
• 14:16
  overtly
• 14:16
  yet
• 14:16
  in
• 14:16
  terms
• 14:16
  of
• 14:17
  how
• 14:17
  this
• 14:17
  will
• 14:17
  play
• 14:17
  in
• 14:17
  there.
• 14:18
  But
• 14:18
  my
• 14:18
  hunch
• 14:18
  is
• 14:19
  they're
• 14:19
  thinking
• 14:19
  about
• 14:19
  it
• 14:20
  from
• 14:20
  talking
• 14:20
  to
• 14:20
  the
• 14:20
  executives
• 14:21
  that
• 14:21
  we've
• 14:21
  talked
• 14:21
  to
• 14:22
  over
• 14:22
  the
• 14:22
  past
• 14:23
  year,
• 14:23
  two
• 14:23
  years
• 14:24
  especially.
• 14:24
  And
• 14:25
  so
• 14:25
  yeah,
• 14:25
  I
• 14:25
  think
• 14:26
  there's
• 14:26
  just
• 14:26
  nothing
• 14:27
  not
• 14:27
  to
• 14:27
  like
• 14:27
  about
• 14:27
  this.
• 14:28
  I
• 14:28
  love
• 14:28
  that
• 14:28
  they're
• 14:28
  doing
• 14:29
  this.
• 14:29
  I
• 14:29
  love
• 14:29
  that
• 14:29
  they're
• 14:29
  using
• 14:29
  the
• 14:30
  in
• 14:30
  the
• 14:30
  future,
• 14:31
  you
• 14:32
  know,
• 14:32
  moniker
• 14:32
  as
• 14:32
  well.
• 14:33
  We
• 14:33
  need
• 14:34
  to
• 14:34
  see
• 14:34
  that
• 14:34
  more
• 14:34
  often.
• 14:35
  Oh,
• 14:35
  I
• 14:35
  was
• 14:36
  going
• 14:36
  to
• 14:36
  say
• 14:36
  I
• 14:36
  was
• 14:36
  surprised
• 14:37
  about
• 14:37
  it.
• 14:37
  I
• 14:37
  actually
• 14:37
  think
• 14:37
  that
• 14:38
  this
• 14:38
  is
• 14:38
  not
• 14:38
  like
• 14:39
  futuristic,
• 14:40
  it's
• 14:40
  just,
• 14:40
  you
• 14:40
  know,
• 14:41
  how
• 14:41
  are
• 14:41
  you
• 14:41
  doing?
• 14:42
  Never
• 14:42
  is.
• 14:42
  How
• 14:43
  are
• 14:43
  you
• 14:43
  continuing
• 14:43
  to
• 14:44
  service
• 14:44
  your
• 14:44
  customer
• 14:45
  in
• 14:45
  the
• 14:45
  ways
• 14:45
  that
• 14:46
  they
• 14:46
  aren't
• 14:46
  expecting
• 14:46
  it.
• 14:47
  And
• 14:47
  that
• 14:47
  to
• 14:47
  me
• 14:48
  is
• 14:48
  the
• 14:48
  real
• 14:48
  headline
• 14:49
  here,
• 14:49
  not
• 14:50
  the,
• 14:50
  not
• 14:51
  the
• 14:52
  thing
• 14:52
  that.
• 14:52
  But
• 14:52
  I
• 14:52
  guess,
• 14:53
  you
• 14:53
  know,
• 14:53
  you're
• 14:53
  trying
• 14:53
  to
• 14:53
  get
• 14:54
  clicks,
• 14:54
  Chris.
• 14:54
  At
• 14:54
  the
• 14:54
  end
• 14:55
  of
• 14:55
  the
• 14:55
  day
• 14:55
  you're
• 14:55
  trying
• 14:55
  to
• 14:55
  get
• 14:56
  clicks.
• 14:56
  So
• 14:56
  auto
• 14:57
  care
• 14:57
  center
• 14:58
  of
• 14:58
  the
• 14:58
  future.
• 15:00
  Somebody's
• 15:00
  clicking
• 15:00
  on
• 15:01
  that.
• 15:01
  Doesn't
• 15:01
  matter
• 15:01
  what
• 15:01
  it
• 15:02
  is.
• 15:02
  You're
• 15:02
  right.
• 15:02
  It's
• 15:03
  basically
• 15:03
  a
• 15:03
  digitally
• 15:03
  enhanced
• 15:04
  auto
• 15:04
  care
• 15:04
  center.
• 15:04
  That's
• 15:05
  basically
• 15:05
  what
• 15:05
  we're
• 15:05
  talking
• 15:05
  about.
• 15:06
  Right?
• 15:06
  But
• 15:06
  yes,
• 15:06
  yeah,
• 15:07
  but
• 15:07
  you
• 15:07
  know,
• 15:07
  for,
• 15:07
  given
• 15:08
  our
• 15:08
  background,
• 15:08
  I
• 15:08
  love
• 15:08
  the.
• 15:09
  Of
• 15:09
  the
• 15:09
  future
• 15:09
  whenever
• 15:10
  we
• 15:10
  see
• 15:10
  it.
• 15:11
  Yes.
• 15:11
  All
• 15:11
  right.
• 15:11
  Headline
• 15:12
  number
• 15:12
  three.
• 15:12
  Kroger
• 15:13
  plans
• 15:13
  to
• 15:13
  use
• 15:14
  DoorDash's
• 15:15
  Dashmart
• 15:15
  service
• 15:16
  for
• 15:16
  delivery.
• 15:16
  According
• 15:17
  to
• 15:17
  Grocery
• 15:17
  Dive,
• 15:18
  Kroger
• 15:18
  plans
• 15:18
  to
• 15:18
  use
• 15:19
  Dashmar
• 15:19
  Fulfillment
• 15:20
  services,
• 15:20
  a
• 15:20
  new
• 15:21
  online
• 15:21
  delivery
• 15:21
  service
• 15:22
  from
• 15:22
  DoorDash
• 15:23
  that
• 15:23
  relies
• 15:23
  on
• 15:24
  delivery
• 15:24
  focused
• 15:25
  stores
• 15:25
  as
• 15:25
  it
• 15:26
  operates
• 15:26
  across
• 15:27
  the
• 15:27
  country.
• 15:27
  The
• 15:27
  grocer,
• 15:28
  which
• 15:28
  plans
• 15:29
  to
• 15:29
  offer
• 15:29
  groceries
• 15:29
  and
• 15:30
  household
• 15:30
  items
• 15:30
  through
• 15:30
  the
• 15:31
  service,
• 15:31
  will
• 15:31
  join
• 15:32
  other
• 15:32
  retailers
• 15:32
  like
• 15:32
  CVS
• 15:33
  which
• 15:33
  are
• 15:33
  currently
• 15:34
  using
• 15:34
  the
• 15:34
  DoorDash
• 15:35
  service.
• 15:36
  The
• 15:36
  announcement
• 15:36
  comes
• 15:36
  on
• 15:37
  the
• 15:37
  heels
• 15:37
  of
• 15:37
  Kroger
• 15:38
  expanding
• 15:38
  doordash
• 15:38
  delivery
• 15:39
  to
• 15:39
  all
• 15:39
  2700
• 15:40
  of
• 15:40
  its
• 15:40
  stores
• 15:41
  and,
• 15:41
  and
• 15:41
  highlights
• 15:42
  the
• 15:42
  grocer's
• 15:42
  reliance
• 15:43
  on
• 15:43
  third
• 15:43
  party
• 15:43
  delivery
• 15:44
  companies
• 15:44
  to
• 15:45
  help
• 15:45
  power
• 15:45
  its
• 15:45
  e
• 15:46
  commerce
• 15:46
  business.
• 15:47
  And
• 15:47
  also
• 15:48
  after
• 15:48
  executives
• 15:49
  said
• 15:49
  that
• 15:49
  they
• 15:49
  are
• 15:49
  reexamining
• 15:50
  Kroger's
• 15:50
  Ocado
• 15:51
  automated
• 15:51
  warehousing
• 15:52
  infrastructure.
• 15:53
  Chris,
• 15:54
  what
• 15:54
  do
• 15:54
  you
• 15:54
  think
• 15:54
  that
• 15:54
  Kroger's
• 15:55
  increasing
• 15:56
  ties
• 15:56
  with
• 15:56
  DoorDash
• 15:57
  say
• 15:57
  about
• 15:57
  its
• 15:58
  e
• 15:58
  commerce
• 15:58
  strategy?
• 16:00
  Oh,
• 16:00
  and
• 16:01
  I
• 16:01
  worry
• 16:01
  it
• 16:01
  tells,
• 16:01
  it
• 16:02
  says
• 16:02
  a
• 16:02
  lot
• 16:02
  and
• 16:02
  I
• 16:02
  worry
• 16:03
  it
• 16:03
  tells
• 16:03
  me
• 16:03
  that
• 16:04
  Kroger's
• 16:04
  e
• 16:05
  commerce
• 16:05
  strategy
• 16:05
  is
• 16:05
  a
• 16:05
  little
• 16:06
  bit
• 16:06
  lost
• 16:06
  and
• 16:06
  it's
• 16:06
  trying
• 16:07
  to
• 16:07
  grapple
• 16:07
  in
• 16:07
  the
• 16:08
  dark
• 16:08
  here,
• 16:08
  you
• 16:08
  know,
• 16:08
  trying
• 16:09
  to
• 16:09
  find
• 16:09
  its
• 16:09
  way
• 16:09
  in
• 16:09
  the
• 16:09
  dark
• 16:09
  here.
• 16:10
  And
• 16:11
  when
• 16:11
  I
• 16:11
  say
• 16:11
  that,
• 16:11
  I
• 16:12
  say
• 16:12
  that,
• 16:12
  that
• 16:12
  you
• 16:13
  know,
• 16:13
  and
• 16:13
  totally
• 16:13
  understand
• 16:14
  it.
• 16:14
  Right.
• 16:14
  Like
• 16:15
  I
• 16:15
  could
• 16:15
  see
• 16:16
  myself
• 16:16
  falling
• 16:16
  into
• 16:16
  the
• 16:16
  same
• 16:17
  trap.
• 16:17
  Like,
• 16:18
  because
• 16:18
  there's
• 16:18
  a
• 16:18
  lot
• 16:18
  of
• 16:18
  psychology
• 16:19
  in
• 16:19
  how
• 16:19
  the
• 16:19
  decisions
• 16:20
  are
• 16:20
  coming
• 16:20
  out
• 16:20
  here
• 16:21
  or
• 16:21
  how
• 16:21
  the
• 16:21
  headlines
• 16:21
  are
• 16:22
  being
• 16:22
  put
• 16:23
  into
• 16:23
  the
• 16:23
  media.
• 16:23
  So
• 16:24
  for
• 16:24
  example,
• 16:24
  like,
• 16:25
  you
• 16:25
  know,
• 16:25
  and
• 16:25
  that's
• 16:25
  why
• 16:25
  we
• 16:26
  started
• 16:26
  Omni
• 16:26
  Talk
• 16:26
  is
• 16:26
  to
• 16:27
  go
• 16:27
  beyond
• 16:27
  the
• 16:27
  headlines
• 16:27
  and
• 16:28
  the
• 16:28
  psychology
• 16:28
  of
• 16:28
  how
• 16:28
  the
• 16:29
  executives
• 16:29
  are
• 16:29
  really
• 16:29
  trying
• 16:29
  to
• 16:30
  think.
• 16:30
  And
• 16:30
  so,
• 16:30
  so
• 16:31
  like,
• 16:32
  step
• 16:32
  back
• 16:32
  for
• 16:33
  a
• 16:33
  sec.
• 16:33
  Think.
• 16:33
  Old
• 16:34
  regime
• 16:34
  makes
• 16:35
  a
• 16:35
  huge
• 16:35
  bet
• 16:35
  on
• 16:36
  Ocado.
• 16:37
  New
• 16:37
  regime
• 16:37
  comes
• 16:38
  in.
• 16:38
  They
• 16:38
  don't
• 16:39
  like
• 16:39
  how
• 16:39
  the
• 16:39
  results
• 16:39
  are
• 16:39
  playing
• 16:40
  out.
• 16:40
  So
• 16:40
  now
• 16:40
  they're
• 16:41
  swinging
• 16:41
  the
• 16:41
  pendulum
• 16:42
  and
• 16:42
  they're
• 16:43
  going
• 16:43
  all
• 16:43
  in
• 16:43
  on
• 16:44
  two
• 16:44
  things.
• 16:44
  Store
• 16:45
  delivery
• 16:45
  support
• 16:46
  with
• 16:46
  Instacart
• 16:47
  and
• 16:47
  DoorDash.
• 16:48
  They've
• 16:48
  added
• 16:48
  DoorDash
• 16:49
  to
• 16:49
  the
• 16:49
  mix
• 16:49
  and
• 16:50
  now
• 16:50
  they're
• 16:50
  going
• 16:50
  into
• 16:51
  like
• 16:51
  what
• 16:51
  is
• 16:51
  essentially
• 16:52
  a
• 16:52
  micro
• 16:52
  warehousing
• 16:53
  support
• 16:53
  with
• 16:53
  the
• 16:53
  dashmark
• 16:54
  concept.
• 16:55
  So
• 16:55
  that's
• 16:55
  taking
• 16:55
  it
• 16:56
  out
• 16:56
  of
• 16:56
  the
• 16:56
  store
• 16:56
  and
• 16:56
  going
• 16:56
  with
• 16:57
  the
• 16:57
  dashmart.
• 16:57
  So
• 16:58
  which
• 16:58
  is
• 16:58
  essentially
• 16:59
  for
• 16:59
  the
• 16:59
  most
• 17:00
  part
• 17:00
  from
• 17:00
  what
• 17:00
  we
• 17:00
  know,
• 17:00
  probably
• 17:01
  a
• 17:01
  manual
• 17:01
  picking
• 17:02
  small
• 17:02
  warehouse
• 17:03
  nearby
• 17:04
  that
• 17:04
  you
• 17:04
  can
• 17:04
  access
• 17:05
  quickly.
• 17:06
  So
• 17:06
  they're,
• 17:06
  they're
• 17:06
  swinging
• 17:07
  the
• 17:07
  pendulum
• 17:07
  completely.
• 17:08
  But
• 17:08
  the
• 17:08
  smarter
• 17:09
  move
• 17:09
  to
• 17:09
  me
• 17:10
  is
• 17:10
  to
• 17:10
  be
• 17:10
  if
• 17:11
  I'm
• 17:11
  Kroger
• 17:11
  and
• 17:12
  I'm
• 17:12
  an
• 17:12
  executive
• 17:12
  at
• 17:12
  Kroger,
• 17:13
  I'm
• 17:13
  asking
• 17:13
  myself,
• 17:14
  where
• 17:14
  do
• 17:14
  I
• 17:14
  want
• 17:14
  our
• 17:15
  network
• 17:15
  to
• 17:15
  really
• 17:15
  be
• 17:16
  in
• 17:16
  10
• 17:16
  years?
• 17:16
  Because
• 17:17
  I
• 17:17
  guarantee
• 17:18
  the
• 17:18
  answer
• 17:19
  to
• 17:19
  that
• 17:20
  for
• 17:20
  everyone,
• 17:20
  not
• 17:21
  just
• 17:21
  Kroger,
• 17:21
  but
• 17:21
  for
• 17:22
  many
• 17:22
  people
• 17:22
  in
• 17:22
  the
• 17:22
  grocery
• 17:23
  industry
• 17:23
  should
• 17:24
  not
• 17:24
  be
• 17:24
  running
• 17:25
  through
• 17:25
  DoorDash
• 17:26
  and
• 17:26
  Instacart's
• 17:26
  marketplaces
• 17:27
  at
• 17:27
  all.
• 17:28
  At
• 17:28
  best,
• 17:29
  they
• 17:29
  should
• 17:29
  be
• 17:29
  white
• 17:29
  label
• 17:30
  delivery
• 17:30
  providers
• 17:31
  for
• 17:31
  you,
• 17:31
  which
• 17:31
  I
• 17:32
  think
• 17:32
  is
• 17:32
  very
• 17:32
  smart
• 17:32
  if
• 17:33
  you
• 17:33
  do
• 17:33
  it
• 17:33
  that
• 17:33
  way
• 17:34
  because,
• 17:35
  because
• 17:36
  you
• 17:36
  have
• 17:36
  to
• 17:36
  start
• 17:37
  figuring
• 17:37
  out
• 17:37
  how
• 17:38
  to
• 17:38
  fulfill
• 17:38
  the
• 17:38
  demand
• 17:39
  yourselves
• 17:40
  and
• 17:40
  how
• 17:40
  to
• 17:40
  make
• 17:41
  it
• 17:41
  economical
• 17:42
  with
• 17:42
  the
• 17:42
  right
• 17:43
  technology
• 17:43
  and
• 17:43
  automation
• 17:44
  running
• 17:45
  your
• 17:45
  warehouses
• 17:45
  or
• 17:46
  running
• 17:46
  your
• 17:46
  partner's
• 17:47
  warehouses.
• 17:47
  So
• 17:47
  because
• 17:48
  if
• 17:48
  you
• 17:48
  don't,
• 17:48
  and
• 17:49
  here's
• 17:49
  the
• 17:49
  big
• 17:49
  if,
• 17:50
  if
• 17:50
  you
• 17:51
  don't,
• 17:51
  Walmart
• 17:52
  and
• 17:52
  Amazon
• 17:52
  are
• 17:52
  going
• 17:53
  to
• 17:53
  figure
• 17:53
  that
• 17:53
  out
• 17:53
  and
• 17:53
  they're
• 17:54
  going
• 17:54
  to
• 17:54
  drive
• 17:54
  the
• 17:55
  volume
• 17:55
  towards
• 17:55
  E
• 17:55
  commerce
• 17:56
  to
• 17:56
  them
• 17:57
  in
• 17:57
  the
• 17:57
  long
• 17:57
  run
• 17:57
  because
• 17:57
  they're
• 17:58
  going
• 17:58
  to
• 17:58
  know
• 17:58
  how
• 17:58
  to
• 17:58
  do
• 17:58
  it
• 17:58
  cheaper
• 17:59
  and
• 17:59
  more
• 17:59
  efficiently.
• 18:01
  Yeah,
• 18:01
  I
• 18:01
  think
• 18:02
  your
• 18:03
  thinking
• 18:03
  is
• 18:03
  right
• 18:04
  in
• 18:04
  line
• 18:04
  for
• 18:04
  where
• 18:05
  I
• 18:05
  was
• 18:05
  on
• 18:05
  this
• 18:06
  too.
• 18:06
  I
• 18:06
  mean
• 18:06
  for
• 18:06
  me
• 18:07
  I
• 18:07
  start
• 18:07
  to
• 18:07
  think
• 18:08
  about
• 18:08
  what
• 18:08
  does
• 18:09
  this
• 18:09
  mean
• 18:09
  for
• 18:09
  the
• 18:09
  store
• 18:09
  operations.
• 18:10
  We're
• 18:10
  hearing
• 18:10
  this
• 18:11
  from
• 18:11
  a
• 18:11
  lot
• 18:11
  of
• 18:11
  retailers,
• 18:12
  not
• 18:12
  just
• 18:12
  Kroger
• 18:12
  that
• 18:13
  you
• 18:13
  know,
• 18:13
  they're
• 18:13
  looking
• 18:14
  at
• 18:14
  how
• 18:14
  to
• 18:14
  fulfill
• 18:15
  orders
• 18:15
  from
• 18:15
  the
• 18:15
  store
• 18:16
  now
• 18:16
  because
• 18:17
  it's
• 18:17
  more
• 18:17
  efficient
• 18:18
  because
• 18:18
  they're
• 18:18
  not
• 18:18
  reliant
• 18:19
  on
• 18:19
  a
• 18:19
  third
• 18:19
  party
• 18:20
  as
• 18:20
  much.
• 18:21
  And
• 18:22
  it
• 18:22
  doesn't
• 18:22
  put,
• 18:22
  you
• 18:23
  know,
• 18:23
  potentially
• 18:23
  like
• 18:23
  an
• 18:23
  instacart,
• 18:24
  like
• 18:24
  shoppers
• 18:25
  walking
• 18:25
  through
• 18:25
  the
• 18:25
  stores
• 18:26
  and
• 18:26
  crowding
• 18:26
  aisles.
• 18:27
  But
• 18:27
  I
• 18:27
  think
• 18:28
  what
• 18:28
  I'm
• 18:28
  interested
• 18:29
  in
• 18:29
  seeing
• 18:29
  here
• 18:29
  is
• 18:30
  they
• 18:30
  talk
• 18:30
  about
• 18:31
  reevaluating,
• 18:32
  reevaluating
• 18:33
  Ocado
• 18:34
  and
• 18:34
  the,
• 18:35
  the
• 18:35
  independent
• 18:35
  warehouses.
• 18:36
  I'm
• 18:36
  wondering
• 18:37
  if
• 18:37
  we
• 18:37
  don't
• 18:37
  start
• 18:37
  to
• 18:38
  see
• 18:38
  them
• 18:38
  push
• 18:39
  Ocado
• 18:39
  to
• 18:39
  pivot
• 18:40
  towards
• 18:40
  like
• 18:40
  the
• 18:41
  Ocado
• 18:41
  Zoom
• 18:42
  micro
• 18:42
  fulfillment
• 18:42
  platforms
• 18:43
  that
• 18:43
  they're
• 18:43
  starting
• 18:44
  to
• 18:44
  put
• 18:44
  in
• 18:44
  their
• 18:44
  stores
• 18:45
  like
• 18:45
  you're
• 18:45
  talking
• 18:45
  about.
• 18:45
  Because
• 18:46
  all
• 18:46
  of
• 18:47
  these,
• 18:47
  all
• 18:47
  of
• 18:47
  this
• 18:48
  demand
• 18:48
  for
• 18:48
  stores
• 18:49
  they're
• 18:49
  not
• 18:49
  prepared
• 18:50
  for
• 18:50
  right
• 18:50
  now.
• 18:50
  They
• 18:50
  have
• 18:51
  to
• 18:51
  start
• 18:51
  thinking
• 18:51
  about
• 18:51
  automation.
• 18:52
  Whether
• 18:52
  that's,
• 18:53
  that's
• 18:53
  testing
• 18:53
  the
• 18:53
  likes
• 18:54
  of
• 18:54
  a
• 18:54
  fabric
• 18:54
  or
• 18:54
  a
• 18:54
  dramatic.
• 18:55
  But
• 18:55
  you
• 18:55
  know,
• 18:56
  being
• 18:56
  able
• 18:56
  to
• 18:56
  fulfill
• 18:57
  these
• 18:57
  orders
• 18:58
  at
• 18:58
  a
• 18:58
  frequency
• 18:59
  like
• 18:59
  fabric.
• 18:59
  Remember
• 19:00
  the
• 19:00
  Save
• 19:00
  a
• 19:00
  Lot
• 19:00
  store
• 19:01
  we
• 19:01
  went
• 19:01
  to
• 19:01
  like
• 19:01
  they
• 19:01
  were
• 19:01
  fulfilling
• 19:02
  orders.
• 19:02
  You
• 19:02
  could
• 19:03
  do
• 19:03
  a
• 19:03
  50
• 19:03
  item
• 19:04
  grocery
• 19:04
  order
• 19:04
  in
• 19:04
  six
• 19:05
  to
• 19:05
  eight
• 19:05
  minutes.
• 19:05
  Like
• 19:06
  that's,
• 19:07
  you
• 19:07
  cannot
• 19:07
  do
• 19:08
  that
• 19:08
  with
• 19:08
  your
• 19:08
  human
• 19:09
  workforce
• 19:09
  or
• 19:10
  with
• 19:10
  you
• 19:10
  know,
• 19:10
  a
• 19:11
  third
• 19:11
  party
• 19:11
  coming
• 19:11
  in.
• 19:12
  I
• 19:12
  think
• 19:12
  that's
• 19:13
  what
• 19:13
  I'm
• 19:13
  really
• 19:13
  curious
• 19:13
  to
• 19:13
  see
• 19:14
  is,
• 19:14
  is
• 19:14
  does
• 19:14
  this
• 19:15
  cause
• 19:15
  the
• 19:16
  retailers
• 19:17
  to
• 19:17
  invest
• 19:18
  more
• 19:18
  in
• 19:18
  automation
• 19:19
  in
• 19:19
  the
• 19:19
  back
• 19:19
  of
• 19:19
  house
• 19:20
  so
• 19:20
  that
• 19:20
  they
• 19:20
  can
• 19:21
  deploy
• 19:21
  their
• 19:22
  own
• 19:22
  workforce,
• 19:22
  either
• 19:23
  help
• 19:24
  get
• 19:24
  orders
• 19:24
  ready
• 19:25
  for
• 19:25
  the
• 19:25
  third
• 19:25
  party
• 19:25
  DoorDash
• 19:26
  delivery
• 19:27
  providers
• 19:27
  or
• 19:28
  start
• 19:28
  to
• 19:29
  explore
• 19:29
  doing
• 19:30
  the
• 19:30
  delivery
• 19:30
  themselves
• 19:31
  too.
• 19:31
  I
• 19:31
  think
• 19:31
  you
• 19:32
  have
• 19:32
  to
• 19:32
  start
• 19:32
  looking
• 19:33
  at
• 19:33
  how
• 19:33
  you're
• 19:33
  making
• 19:33
  your,
• 19:34
  your
• 19:34
  store
• 19:34
  operations
• 19:35
  run
• 19:35
  more
• 19:35
  smoothly
• 19:36
  and
• 19:36
  your
• 19:36
  back
• 19:37
  of
• 19:37
  house
• 19:37
  run
• 19:37
  smarter
• 19:38
  in
• 19:38
  order
• 19:38
  to
• 19:39
  fulfill
• 19:39
  this
• 19:39
  either
• 19:39
  way
• 19:40
  to
• 19:40
  have
• 19:40
  success
• 19:40
  no
• 19:40
  matter
• 19:41
  who
• 19:41
  your
• 19:41
  third
• 19:41
  party
• 19:41
  provider
• 19:42
  is.
• 19:43
  Yeah,
• 19:43
  and
• 19:44
  a
• 19:44
  couple
• 19:44
  of
• 19:44
  points
• 19:44
  of
• 19:44
  clarification
• 19:45
  too.
• 19:45
  So
• 19:45
  Dashmar
• 19:45
  is
• 19:46
  actually
• 19:46
  they're
• 19:46
  running
• 19:46
  the
• 19:46
  warehouses
• 19:47
  themselves
• 19:47
  so
• 19:47
  they're,
• 19:48
  that
• 19:48
  they're
• 19:48
  taking
• 19:48
  the
• 19:49
  in
• 19:49
  store
• 19:49
  picking
• 19:50
  phenomenon
• 19:50
  out
• 19:50
  of
• 19:50
  this.
• 19:51
  So
• 19:51
  that's
• 19:51
  one
• 19:52
  that's
• 19:52
  important
• 19:53
  to
• 19:53
  call
• 19:53
  out
• 19:53
  and
• 19:53
  make
• 19:53
  sure.
• 19:53
  But,
• 19:54
  but
• 19:54
  they
• 19:54
  are
• 19:54
  still
• 19:54
  using
• 19:54
  doordash
• 19:55
  too
• 19:55
  for
• 19:55
  the
• 19:55
  in
• 19:55
  store
• 19:55
  picking.
• 19:56
  So
• 19:56
  that's
• 19:56
  a,
• 19:56
  it's,
• 19:56
  it's
• 19:57
  an
• 19:57
  interesting
• 19:57
  point.
• 19:57
  The
• 19:58
  other
• 19:58
  point
• 19:58
  I'd
• 19:58
  mentioned
• 19:59
  though
• 19:59
  is
• 19:59
  if
• 20:00
  you
• 20:00
  step
• 20:00
  back
• 20:00
  from
• 20:01
  the
• 20:01
  executive
• 20:01
  position,
• 20:02
  they're
• 20:02
  not
• 20:03
  likely
• 20:03
  going
• 20:03
  to
• 20:04
  look
• 20:04
  at
• 20:04
  other
• 20:04
  solutions
• 20:05
  providers
• 20:05
  on
• 20:05
  the
• 20:06
  technology
• 20:06
  side
• 20:06
  because
• 20:07
  they're
• 20:07
  so,
• 20:08
  you
• 20:08
  know,
• 20:08
  they're
• 20:08
  in
• 20:09
  a
• 20:09
  partnership
• 20:09
  with
• 20:09
  Ocado.
• 20:10
  Right.
• 20:10
  But
• 20:11
  that,
• 20:11
  that
• 20:11
  makes
• 20:11
  me
• 20:12
  think
• 20:12
  like,
• 20:12
  yes,
• 20:13
  you
• 20:13
  should
• 20:13
  be
• 20:13
  looking
• 20:13
  at
• 20:14
  what
• 20:14
  does
• 20:14
  the
• 20:14
  network
• 20:15
  need
• 20:15
  to
• 20:15
  support,
• 20:16
  how
• 20:16
  are
• 20:16
  you
• 20:16
  going
• 20:16
  to
• 20:17
  drive
• 20:17
  the
• 20:17
  most
• 20:17
  volume
• 20:18
  through
• 20:18
  whatever
• 20:19
  automation
• 20:19
  you
• 20:19
  have
• 20:19
  running
• 20:20
  through
• 20:20
  Ocado.
• 20:20
  And,
• 20:21
  and
• 20:21
  I'd
• 20:21
  be
• 20:21
  pulling
• 20:22
  back
• 20:22
  like
• 20:22
  crazy
• 20:23
  my
• 20:23
  partnership
• 20:24
  with
• 20:24
  Instacart
• 20:25
  and
• 20:25
  Doordash
• 20:25
  in
• 20:26
  those
• 20:26
  markets
• 20:26
  where
• 20:27
  I've
• 20:27
  got
• 20:27
  this
• 20:27
  infrastructure
• 20:28
  set
• 20:28
  up
• 20:29
  because
• 20:29
  that's
• 20:29
  what
• 20:30
  it's
• 20:30
  there
• 20:30
  for
• 20:30
  and
• 20:30
  that's
• 20:31
  what
• 20:31
  it's
• 20:31
  designed
• 20:32
  to
• 20:32
  do.
• 20:32
  Yeah,
• 20:33
  absolutely.
• 20:35
  All
• 20:35
  right,
• 20:35
  headline
• 20:36
  number
• 20:36
  four.
• 20:36
  Walmart
• 20:37
  plans
• 20:37
  to
• 20:37
  deploy
• 20:38
  90
• 20:39
  million.
• 20:39
  90
• 20:40
  million.
• 20:41
  Wow.
• 20:41
  That's
• 20:41
  a
• 20:41
  lot
• 20:42
  of,
• 20:42
  that's
• 20:42
  a
• 20:43
  lot
• 20:43
  of
• 20:43
  millions.
• 20:43
  90
• 20:44
  million
• 20:44
  Bluetooth
• 20:45
  sensors
• 20:45
  across
• 20:45
  its
• 20:46
  inventory
• 20:46
  by
• 20:46
  the
• 20:47
  end
• 20:47
  of
• 20:47
  next
• 20:47
  year
• 20:48
  in
• 20:48
  a
• 20:48
  massive
• 20:48
  rollout
• 20:49
  of
• 20:49
  supply
• 20:49
  chain
• 20:50
  management
• 20:50
  technology
• 20:50
  made
• 20:51
  possible
• 20:51
  via
• 20:51
  a
• 20:52
  partnership
• 20:52
  with
• 20:53
  tech
• 20:53
  firm
• 20:53
  Wiliot.
• 20:54
  According
• 20:55
  to
• 20:55
  Supermarket
• 20:55
  News.
• 20:56
  It
• 20:56
  is
• 20:56
  the
• 20:56
  first
• 20:57
  large
• 20:57
  scale
• 20:57
  deployment
• 20:58
  of
• 20:58
  ambient
• 20:59
  Internet
• 20:59
  of
• 20:59
  things
• 21:00
  technology
• 21:00
  in
• 21:01
  retail.
• 21:01
  San
• 21:02
  Diego
• 21:02
  based
• 21:02
  Wiliot
• 21:03
  said
• 21:03
  last
• 21:03
  week
• 21:04
  the
• 21:04
  sensors,
• 21:05
  known
• 21:05
  as
• 21:05
  pixels,
• 21:06
  work
• 21:06
  like
• 21:06
  having
• 21:07
  a
• 21:07
  GPS
• 21:07
  tracker
• 21:08
  on
• 21:08
  every
• 21:08
  item
• 21:09
  and
• 21:09
  are,
• 21:09
  quote,
• 21:10
  designed
• 21:10
  to
• 21:10
  dramatically
• 21:11
  enhance
• 21:12
  supply
• 21:12
  chain
• 21:12
  efficiency,
• 21:13
  inventory
• 21:14
  accuracy
• 21:14
  and
• 21:14
  also
• 21:15
  cold
• 21:16
  chain
• 21:16
  compliance.
• 21:17
  Yes,
• 21:17
  everyone's
• 21:18
  favorite
• 21:18
  three
• 21:18
  words.
• 21:19
  The
• 21:20
  technology
• 21:20
  is
• 21:20
  currently
• 21:21
  being
• 21:21
  used
• 21:21
  at
• 21:21
  500
• 21:22
  Walmart
• 21:22
  locations
• 21:23
  with
• 21:23
  plans
• 21:23
  to
• 21:23
  expand
• 21:24
  in
• 21:24
  2026.
• 21:25
  The
• 21:25
  full
• 21:25
  rollout
• 21:26
  will
• 21:26
  cover
• 21:27
  4,600
• 21:28
  Walmart
• 21:29
  Super
• 21:29
  Centers,
• 21:29
  neighborhood
• 21:30
  markets
• 21:30
  and
• 21:31
  more
• 21:31
  than
• 21:31
  40
• 21:32
  distribution
• 21:32
  centers
• 21:33
  as
• 21:33
  well.
• 21:34
  And
• 21:34
  what's
• 21:35
  your
• 21:35
  take
• 21:35
  on
• 21:35
  Bluetooth
• 21:36
  item
• 21:37
  tracking?
• 21:38
  We've
• 21:38
  never
• 21:38
  talked
• 21:38
  about
• 21:39
  this
• 21:39
  very
• 21:39
  much.
• 21:39
  I
• 21:39
  think
• 21:39
  this
• 21:40
  is
• 21:40
  really
• 21:40
  important
• 21:41
  because
• 21:41
  we,
• 21:42
  we've
• 21:42
  had
• 21:42
  Wiliot
• 21:43
  on
• 21:43
  the
• 21:43
  show
• 21:43
  in
• 21:43
  the
• 21:43
  past.
• 21:43
  We're
• 21:44
  going
• 21:44
  to
• 21:44
  be
• 21:44
  having
• 21:44
  them
• 21:45
  back
• 21:45
  to
• 21:45
  talk
• 21:45
  about
• 21:46
  this
• 21:46
  deployment
• 21:46
  here
• 21:47
  y
• 21:47
  in
• 21:47
  a
• 21:47
  couple
• 21:47
  of
• 21:48
  weeks.
• 21:48
  But
• 21:49
  I
• 21:49
  think
• 21:49
  this
• 21:49
  is
• 21:49
  another
• 21:50
  example
• 21:50
  for
• 21:50
  why
• 21:51
  you
• 21:51
  cannot
• 21:52
  be
• 21:52
  a
• 21:53
  one
• 21:53
  and
• 21:53
  done
• 21:54
  researcher
• 21:55
  of
• 21:55
  this
• 21:56
  technology.
• 21:56
  Because
• 21:57
  clearly
• 21:58
  these
• 21:58
  tags
• 21:59
  have
• 21:59
  reached
• 22:00
  mass
• 22:00
  scale
• 22:01
  now
• 22:01
  that
• 22:01
  Walmart
• 22:02
  is
• 22:02
  deploying
• 22:02
  them
• 22:03
  the
• 22:03
  way
• 22:03
  that
• 22:03
  they
• 22:04
  are.
• 22:04
  There
• 22:04
  is,
• 22:04
  there
• 22:05
  has
• 22:05
  to
• 22:05
  be
• 22:05
  a
• 22:05
  cost
• 22:05
  advantage
• 22:06
  and
• 22:06
  there
• 22:07
  has
• 22:07
  to
• 22:07
  be
• 22:07
  an
• 22:07
  operational
• 22:08
  advantage
• 22:09
  for
• 22:10
  Walmart
• 22:10
  to
• 22:10
  invest
• 22:11
  this
• 22:11
  heavily
• 22:12
  in
• 22:12
  the
• 22:12
  technology.
• 22:13
  And
• 22:13
  I
• 22:13
  think
• 22:14
  that
• 22:14
  other
• 22:14
  grocers
• 22:15
  should
• 22:15
  be
• 22:15
  looking
• 22:15
  at
• 22:15
  this
• 22:15
  too.
• 22:16
  They
• 22:16
  are
• 22:17
  able
• 22:17
  to
• 22:17
  know
• 22:17
  exactly
• 22:18
  where
• 22:18
  inventory
• 22:19
  is,
• 22:19
  what
• 22:20
  the
• 22:20
  temperature
• 22:20
  of
• 22:21
  that
• 22:21
  inventory
• 22:21
  has
• 22:22
  been
• 22:22
  like.
• 22:22
  I
• 22:22
  love
• 22:23
  the
• 22:23
  example
• 22:23
  of
• 22:23
  like
• 22:24
  the
• 22:24
  strawberries,
• 22:24
  like
• 22:24
  these,
• 22:25
  these
• 22:25
  tags
• 22:25
  are
• 22:26
  put
• 22:26
  on
• 22:26
  the
• 22:26
  strawberries
• 22:27
  in
• 22:27
  the
• 22:27
  field,
• 22:27
  on
• 22:28
  the
• 22:28
  pallets,
• 22:28
  and
• 22:29
  then
• 22:29
  you
• 22:29
  know,
• 22:30
  as
• 22:30
  the
• 22:30
  grocery
• 22:31
  retailer
• 22:31
  with
• 22:31
  a
• 22:31
  very
• 22:32
  high
• 22:32
  degree
• 22:32
  of
• 22:32
  certainty
• 22:33
  that
• 22:34
  those
• 22:34
  strawberries
• 22:35
  were
• 22:35
  kept
• 22:35
  at
• 22:35
  temp
• 22:35
  and
• 22:36
  are
• 22:36
  going
• 22:36
  to
• 22:36
  be.
• 22:36
  The
• 22:36
  whole
• 22:37
  pallet's
• 22:37
  going
• 22:37
  to
• 22:37
  be
• 22:37
  saleable
• 22:38
  once
• 22:38
  you
• 22:38
  get
• 22:39
  them
• 22:39
  to
• 22:39
  your
• 22:39
  store
• 22:40
  versus
• 22:40
  they
• 22:40
  hit,
• 22:41
  you
• 22:41
  know,
• 22:41
  cold
• 22:42
  weather
• 22:42
  when
• 22:42
  they
• 22:42
  were
• 22:42
  traveling
• 22:43
  along
• 22:43
  the
• 22:43
  way.
• 22:43
  And
• 22:43
  you
• 22:44
  should,
• 22:44
  you
• 22:45
  know,
• 22:45
  expect
• 22:45
  20%
• 22:46
  spoilage
• 22:47
  or
• 22:47
  something
• 22:47
  like
• 22:47
  that.
• 22:47
  And
• 22:48
  I
• 22:48
  think
• 22:48
  in
• 22:49
  an
• 22:49
  age
• 22:49
  where
• 22:50
  we're
• 22:50
  going
• 22:50
  to
• 22:50
  start
• 22:50
  to
• 22:51
  see
• 22:51
  consumers,
• 22:52
  you
• 22:52
  know,
• 22:52
  using
• 22:53
  tools
• 22:53
  like
• 22:53
  ChatGPT
• 22:54
  to
• 22:55
  say,
• 22:55
  I'm
• 22:55
  making
• 22:56
  this
• 22:56
  recipe,
• 22:56
  I
• 22:56
  need
• 22:57
  strawberry
• 22:57
  shortcake.
• 22:58
  And
• 22:58
  you
• 22:58
  get
• 22:58
  to.
• 22:59
  Or
• 22:59
  I'm
• 22:59
  making
• 22:59
  strawberry
• 22:59
  shortcake,
• 23:00
  I
• 23:00
  need
• 23:00
  strawberries
• 23:01
  for
• 23:01
  that
• 23:01
  recipe.
• 23:02
  I
• 23:02
  need
• 23:02
  all
• 23:02
  these
• 23:02
  things.
• 23:02
  And
• 23:03
  you
• 23:03
  get
• 23:03
  to.
• 23:03
  Okay,
• 23:04
  one
• 23:04
  click
• 23:04
  checkout
• 23:05
  to
• 23:05
  Walmart.
• 23:05
  Well,
• 23:06
  if
• 23:06
  Walmart
• 23:06
  doesn't
• 23:06
  have
• 23:06
  the
• 23:07
  strawberries,
• 23:07
  I'm
• 23:07
  shifting
• 23:08
  my
• 23:08
  whole
• 23:08
  order
• 23:09
  to
• 23:09
  another
• 23:10
  place
• 23:10
  because
• 23:11
  I
• 23:11
  don't
• 23:11
  have,
• 23:12
  they
• 23:13
  don't
• 23:13
  have
• 23:13
  visibility
• 23:14
  into
• 23:14
  whether
• 23:14
  or
• 23:14
  not
• 23:15
  they
• 23:15
  can
• 23:15
  fulfill
• 23:15
  that
• 23:16
  order.
• 23:16
  And
• 23:17
  I
• 23:17
  think
• 23:17
  that
• 23:17
  is
• 23:18
  going
• 23:18
  to
• 23:18
  be
• 23:18
  so
• 23:18
  important
• 23:19
  as
• 23:19
  we
• 23:19
  think
• 23:19
  about
• 23:20
  the
• 23:20
  future
• 23:20
  and
• 23:20
  really
• 23:21
  having
• 23:21
  a
• 23:22
  crystal
• 23:22
  clear
• 23:23
  view
• 23:23
  on
• 23:24
  your
• 23:24
  inventory
• 23:24
  in
• 23:25
  your
• 23:25
  store
• 23:25
  so
• 23:26
  that
• 23:26
  you
• 23:26
  can
• 23:26
  know
• 23:27
  that
• 23:27
  your
• 23:28
  customer
• 23:28
  is
• 23:28
  going
• 23:28
  to
• 23:28
  come
• 23:29
  to
• 23:29
  you
• 23:29
  and
• 23:29
  they're
• 23:29
  going
• 23:29
  to
• 23:30
  get
• 23:30
  exactly
• 23:30
  what
• 23:30
  they're
• 23:31
  expecting
• 23:31
  to
• 23:31
  pick
• 23:31
  up
• 23:32
  for
• 23:32
  their
• 23:32
  grocery
• 23:32
  trip
• 23:33
  and
• 23:33
  they
• 23:33
  can
• 23:33
  rely
• 23:33
  on
• 23:34
  you
• 23:34
  time
• 23:34
  and
• 23:34
  time
• 23:34
  again.
• 23:35
  And
• 23:35
  that,
• 23:36
  I
• 23:36
  think
• 23:36
  is
• 23:36
  where
• 23:36
  the
• 23:37
  real
• 23:37
  beauty
• 23:37
  of
• 23:38
  this
• 23:38
  comes
• 23:38
  into
• 23:38
  play
• 23:39
  with
• 23:40
  these
• 23:40
  tags
• 23:41
  and
• 23:41
  why
• 23:41
  they're
• 23:42
  now
• 23:42
  worth
• 23:42
  the
• 23:43
  investment
• 23:43
  when
• 23:43
  inventory
• 23:44
  visibility
• 23:44
  is
• 23:44
  such
• 23:44
  a
• 23:45
  huge,
• 23:47
  huge
• 23:47
  priority
• 23:47
  for
• 23:48
  almost
• 23:48
  every
• 23:48
  retailer
• 23:49
  that
• 23:49
  we've
• 23:49
  been
• 23:49
  talking
• 23:49
  to
• 23:50
  lately.
• 23:51
  Yeah,
• 23:52
  I
• 23:52
  mean,
• 23:52
  I
• 23:52
  agree.
• 23:52
  I
• 23:52
  mean,
• 23:52
  I
• 23:53
  agree.
• 23:53
  Yeah.
• 23:53
  I
• 23:53
  mean,
• 23:53
  we
• 23:54
  remember
• 23:54
  last
• 23:54
  week
• 23:54
  on
• 23:54
  the
• 23:54
  lightning
• 23:55
  round,
• 23:55
  we
• 23:55
  talked
• 23:55
  about
• 23:55
  pasta
• 23:56
  salads
• 23:56
  and
• 23:56
  the
• 23:56
  listeria
• 23:57
  outbreak.
• 23:57
  Yeah,
• 23:58
  I
• 23:58
  mean,
• 23:58
  essentially
• 23:58
  this
• 23:58
  helps
• 23:59
  prevent
• 23:59
  that
• 23:59
  or
• 23:59
  at
• 24:00
  least
• 24:00
  gives
• 24:00
  you
• 24:00
  the
• 24:00
  tracking
• 24:01
  to
• 24:01
  understand
• 24:02
  when
• 24:02
  and
• 24:02
  where
• 24:02
  that
• 24:02
  might
• 24:03
  have
• 24:03
  happened
• 24:03
  in
• 24:03
  your
• 24:04
  supply
• 24:04
  chain.
• 24:04
  So
• 24:04
  I
• 24:04
  joked
• 24:05
  about
• 24:05
  cold
• 24:05
  chain
• 24:06
  cold
• 24:06
  storage
• 24:07
  compliance,
• 24:07
  but,
• 24:08
  you
• 24:08
  know,
• 24:08
  it's,
• 24:08
  it's
• 24:09
  very
• 24:09
  real
• 24:09
  and
• 24:09
  very,
• 24:10
  very
• 24:10
  important.
• 24:10
  And
• 24:11
  actually
• 24:11
  people's
• 24:11
  lives
• 24:11
  are
• 24:11
  at
• 24:12
  stake
• 24:12
  too.
• 24:12
  So
• 24:12
  I
• 24:12
  applaud
• 24:13
  Walmart
• 24:13
  for
• 24:13
  doing
• 24:13
  this.
• 24:14
  Walmart
• 24:15
  again
• 24:15
  out
• 24:15
  on
• 24:15
  the
• 24:15
  front
• 24:16
  of
• 24:16
  everything.
• 24:16
  You
• 24:16
  know,
• 24:17
  expanding
• 24:17
  ESL
• 24:18
  to
• 24:18
  all
• 24:19
  stores,
• 24:19
  expanding
• 24:20
  Bluetooth
• 24:21
  tracking
• 24:21
  to
• 24:21
  all
• 24:21
  stores
• 24:22
  and
• 24:22
  the
• 24:22
  reasons
• 24:23
  I
• 24:23
  like
• 24:23
  it.
• 24:23
  And
• 24:23
  I'm
• 24:24
  just
• 24:24
  going
• 24:24
  to
• 24:24
  keep
• 24:24
  saying
• 24:24
  it,
• 24:25
  I
• 24:25
  think
• 24:25
  it's
• 24:25
  going
• 24:25
  to
• 24:25
  be
• 24:25
  my
• 24:25
  new
• 24:25
  mantra.
• 24:26
  I
• 24:26
  got
• 24:26
  to
• 24:26
  come
• 24:26
  up
• 24:26
  with
• 24:26
  a
• 24:27
  way
• 24:27
  to
• 24:27
  actually
• 24:27
  say
• 24:27
  it
• 24:27
  as
• 24:28
  a
• 24:28
  mantra.
• 24:28
  But
• 24:28
  you're
• 24:29
  going
• 24:29
  to
• 24:29
  hear
• 24:29
  me
• 24:29
  say
• 24:29
  it
• 24:29
  over
• 24:29
  and
• 24:30
  over
• 24:30
  again.
• 24:30
  I'm
• 24:31
  all
• 24:31
  in
• 24:31
  on
• 24:31
  technology
• 24:32
  deployments
• 24:32
  that
• 24:33
  solve
• 24:33
  operational
• 24:34
  problems.
• 24:34
  And
• 24:34
  the
• 24:34
  operational
• 24:35
  problem
• 24:35
  here
• 24:35
  that
• 24:35
  you
• 24:36
  just
• 24:36
  mentioned
• 24:36
  is
• 24:36
  inventory
• 24:37
  accuracy
• 24:37
  at
• 24:37
  the
• 24:37
  store
• 24:38
  level.
• 24:38
  And
• 24:39
  that
• 24:39
  also
• 24:39
  have
• 24:39
  a
• 24:39
  minimal
• 24:40
  impact
• 24:40
  on
• 24:41
  the
• 24:41
  actual
• 24:42
  day
• 24:42
  to
• 24:42
  day
• 24:42
  operations
• 24:43
  of
• 24:43
  what
• 24:43
  you're
• 24:43
  asking
• 24:44
  your
• 24:44
  store
• 24:44
  associates
• 24:45
  to
• 24:45
  do.
• 24:46
  The
• 24:46
  tags
• 24:47
  go
• 24:47
  onto
• 24:47
  the
• 24:47
  products
• 24:48
  themselves.
• 24:48
  The
• 24:48
  store,
• 24:49
  you
• 24:49
  know,
• 24:49
  from
• 24:49
  my
• 24:49
  understanding,
• 24:50
  I
• 24:50
  don't
• 24:50
  this,
• 24:50
  the
• 24:51
  store
• 24:51
  team
• 24:51
  shouldn't
• 24:51
  have
• 24:52
  to
• 24:52
  do
• 24:52
  much.
• 24:52
  So
• 24:53
  as
• 24:53
  long
• 24:53
  as
• 24:53
  the
• 24:53
  background
• 24:54
  operating
• 24:54
  system
• 24:55
  to
• 24:55
  collect
• 24:56
  the
• 24:56
  data
• 24:56
  is
• 24:56
  working
• 24:57
  and
• 24:58
  there's
• 24:58
  probably
• 24:58
  some
• 24:59
  minimal
• 24:59
  training
• 24:59
  involved
• 25:00
  at
• 25:00
  the
• 25:00
  store
• 25:00
  level.
• 25:01
  Minimal.
• 25:01
  As
• 25:02
  long
• 25:02
  as
• 25:02
  that's
• 25:02
  done
• 25:02
  well
• 25:02
  and
• 25:03
  smartly,
• 25:03
  this
• 25:04
  will
• 25:04
  pay
• 25:04
  off
• 25:04
  in
• 25:05
  the
• 25:05
  long
• 25:05
  run
• 25:05
  from
• 25:05
  an
• 25:05
  operational
• 25:06
  productivity
• 25:07
  and
• 25:07
  efficiency
• 25:07
  standpoint.
• 25:08
  Yeah.
• 25:09
  And
• 25:09
  like
• 25:09
  Greg
• 25:10
  Cathy
• 25:10
  was
• 25:10
  quoted
• 25:11
  who's
• 25:11
  been
• 25:12
  on
• 25:12
  the
• 25:12
  show
• 25:12
  too,
• 25:12
  he,
• 25:13
  he
• 25:13
  said,
• 25:13
  you
• 25:13
  know,
• 25:13
  they've
• 25:14
  never
• 25:14
  been
• 25:14
  able
• 25:14
  to
• 25:15
  have
• 25:15
  this
• 25:15
  visibility
• 25:15
  into
• 25:16
  products
• 25:16
  and
• 25:17
  what
• 25:17
  the,
• 25:18
  the
• 25:18
  entire
• 25:18
  chain
• 25:19
  has
• 25:19
  been
• 25:20
  from
• 25:20
  the
• 25:20
  time
• 25:20
  that
• 25:20
  they
• 25:21
  get
• 25:21
  them
• 25:21
  from
• 25:21
  their
• 25:22
  suppliers
• 25:22
  into
• 25:23
  each
• 25:23
  of
• 25:23
  the
• 25:23
  stores
• 25:24
  and
• 25:24
  where
• 25:24
  they're
• 25:25
  going
• 25:25
  and
• 25:25
  to
• 25:25
  even
• 25:25
  be
• 25:26
  able
• 25:26
  to
• 25:26
  reroute
• 25:27
  last
• 25:27
  minute
• 25:27
  if
• 25:27
  they
• 25:27
  need
• 25:28
  to.
• 25:28
  Like
• 25:29
  all
• 25:29
  of
• 25:29
  this
• 25:29
  is
• 25:29
  information
• 25:30
  that
• 25:30
  they've
• 25:30
  never
• 25:30
  had
• 25:31
  before.
• 25:31
  And
• 25:31
  I
• 25:31
  think
• 25:31
  you're
• 25:32
  right.
• 25:32
  Once
• 25:32
  the
• 25:32
  store
• 25:33
  associates
• 25:33
  figure
• 25:33
  out
• 25:34
  how
• 25:34
  to
• 25:34
  work
• 25:34
  that
• 25:35
  data,
• 25:35
  they'll
• 25:36
  be
• 25:36
  able
• 25:36
  to,
• 25:37
  you
• 25:37
  know,
• 25:38
  everything
• 25:38
  in
• 25:39
  their
• 25:39
  operations
• 25:39
  has
• 25:39
  improved
• 25:40
  because
• 25:40
  of
• 25:40
  it.
• 25:41
  It.
• 25:41
  Yeah.
• 25:41
  And
• 25:42
  especially
• 25:42
  in
• 25:42
  food
• 25:42
  and
• 25:43
  you
• 25:43
  know,
• 25:43
  metal
• 25:43
  based
• 25:44
  objects
• 25:44
  where
• 25:44
  RFID
• 25:45
  is
• 25:45
  a
• 25:45
  little
• 25:45
  more
• 25:45
  tricky
• 25:46
  to
• 25:46
  figure
• 25:46
  out.
• 25:47
  All
• 25:48
  right,
• 25:48
  headline
• 25:48
  number
• 25:48
  five.
• 25:49
  Instacart
• 25:50
  Uber
• 25:50
  DoorDash.
• 25:51
  They
• 25:51
  are
• 25:51
  all
• 25:51
  bringing
• 25:52
  food
• 25:52
  delivery
• 25:53
  to
• 25:53
  ChatGPT,
• 25:54
  according
• 25:54
  to
• 25:54
  Grocery
• 25:55
  Dive.
• 25:55
  Uber
• 25:55
  Instacart
• 25:56
  and
• 25:56
  DoorDash
• 25:56
  are
• 25:57
  among
• 25:57
  11
• 25:57
  partners
• 25:58
  that
• 25:58
  will
• 25:58
  integrate
• 25:58
  with
• 25:59
  ChatGPT
• 25:59
  later
• 26:00
  this
• 26:00
  year,
• 26:01
  according
• 26:01
  to
• 26:01
  a
• 26:02
  Monday
• 26:02
  announcement
• 26:02
  by
• 26:02
  OpenAI.
• 26:03
  To
• 26:04
  give
• 26:04
  you
• 26:04
  a
• 26:04
  taste
• 26:04
  of
• 26:05
  where
• 26:05
  this
• 26:05
  is
• 26:05
  going,
• 26:05
  Instacart
• 26:06
  Chief
• 26:06
  Technology
• 26:07
  Officer
• 26:08
  Honor
• 26:08
  Bond
• 26:09
  Kundu
• 26:10
  wrote
• 26:10
  on
• 26:10
  LinkedIn
• 26:11
  that
• 26:11
  partnering
• 26:11
  with
• 26:12
  ChatGPT
• 26:12
  on
• 26:12
  this
• 26:13
  capability
• 26:13
  will,
• 26:14
  quote,
• 26:14
  make
• 26:14
  shopping,
• 26:15
  grocery
• 26:16
  shopping
• 26:16
  as
• 26:16
  simple
• 26:17
  as
• 26:17
  having
• 26:17
  a
• 26:17
  conversation.
• 26:18
  End
• 26:18
  quote.
• 26:19
  Chris,
• 26:20
  is
• 26:20
  there
• 26:20
  any
• 26:21
  slowing
• 26:21
  down
• 26:21
  this
• 26:22
  AI
• 26:22
  super
• 26:23
  app
• 26:23
  train?
• 26:24
  Oh,
• 26:24
  geez.
• 26:24
  And
• 26:25
  it
• 26:25
  sure
• 26:25
  as
• 26:25
  hell
• 26:25
  doesn't
• 26:25
  look
• 26:26
  like
• 26:26
  there
• 26:26
  is,
• 26:26
  man.
• 26:27
  Even
• 26:27
  after
• 26:28
  our
• 26:28
  story
• 26:28
  last
• 26:28
  week,
• 26:29
  people
• 26:29
  are
• 26:29
  like,
• 26:29
  get
• 26:29
  on
• 26:29
  the
• 26:30
  train
• 26:30
  or
• 26:30
  get
• 26:30
  on
• 26:31
  the
• 26:31
  bus,
• 26:31
  you're
• 26:31
  going
• 26:31
  to
• 26:31
  be
• 26:31
  left
• 26:32
  behind.
• 26:32
  That's
• 26:32
  what
• 26:33
  basically
• 26:33
  the,
• 26:33
  the
• 26:34
  theme
• 26:34
  of
• 26:34
  it
• 26:34
  was
• 26:34
  from
• 26:35
  the
• 26:35
  story
• 26:35
  we
• 26:35
  covered
• 26:35
  last
• 26:36
  week
• 26:36
  with,
• 26:36
  I
• 26:37
  think
• 26:37
  it
• 26:37
  was,
• 26:37
  I
• 26:38
  think
• 26:38
  the
• 26:38
  shipped
• 26:39
  and
• 26:39
  chat
• 26:39
  to
• 26:39
  whatever
• 26:40
  feature.
• 26:40
  Yeah,
• 26:41
  but.
• 26:41
  Or
• 26:41
  the
• 26:42
  Etsy.
• 26:42
  It
• 26:42
  was
• 26:42
  more
• 26:42
  the
• 26:42
  Etsy.
• 26:43
  The
• 26:43
  Etsy
• 26:43
  partnership
• 26:44
  that
• 26:44
  they're
• 26:44
  doing
• 26:44
  with
• 26:44
  Chat
• 26:45
  GPT
• 26:45
  as
• 26:45
  well.
• 26:46
  Yeah,
• 26:46
  I
• 26:46
  mean
• 26:46
  even
• 26:47
  Walmart
• 26:47
  came
• 26:47
  out
• 26:48
  and
• 26:48
  said
• 26:48
  that
• 26:48
  they're
• 26:49
  doing
• 26:49
  some
• 26:49
  amorphous
• 26:50
  partnership
• 26:50
  with,
• 26:51
  with
• 26:51
  Open
• 26:51
  AI
• 26:52
  now
• 26:52
  too.
• 26:52
  We
• 26:52
  don't
• 26:52
  know
• 26:52
  exactly
• 26:53
  what
• 26:53
  that
• 26:53
  is
• 26:53
  or
• 26:53
  what
• 26:53
  that
• 26:53
  looks
• 26:54
  like,
• 26:54
  but
• 26:54
  they
• 26:54
  came
• 26:54
  out
• 26:54
  publicly
• 26:55
  and
• 26:55
  Said
• 26:55
  it
• 26:55
  was
• 26:55
  big
• 26:56
  news
• 26:56
  yesterday.
• 26:57
  So
• 26:57
  I
• 26:57
  don't
• 26:58
  know,
• 26:58
  again,
• 26:58
  I
• 26:58
  step
• 26:58
  back.
• 26:59
  The
• 26:59
  pace
• 26:59
  of
• 26:59
  disruption
• 27:00
  here
• 27:00
  in
• 27:00
  just
• 27:01
  over
• 27:01
  two
• 27:01
  years
• 27:02
  is,
• 27:02
  it's
• 27:03
  just
• 27:03
  staggering.
• 27:04
  And,
• 27:05
  and
• 27:05
  we're
• 27:06
  still
• 27:06
  of
• 27:06
  course
• 27:06
  just
• 27:07
  in
• 27:07
  mile
• 27:07
  one
• 27:08
  of
• 27:08
  the
• 27:08
  actual
• 27:09
  race
• 27:09
  in
• 27:09
  terms
• 27:09
  of
• 27:10
  what
• 27:10
  the
• 27:11
  user
• 27:11
  interface
• 27:11
  ultimately
• 27:12
  is
• 27:12
  going
• 27:12
  to
• 27:12
  be
• 27:13
  for
• 27:13
  optimized
• 27:14
  commerce
• 27:15
  and
• 27:15
  what
• 27:15
  that's
• 27:15
  going
• 27:16
  to
• 27:16
  look
• 27:16
  like.
• 27:16
  So,
• 27:17
  but
• 27:17
  we're
• 27:17
  going
• 27:17
  to
• 27:18
  get
• 27:18
  there.
• 27:18
  It's
• 27:18
  happening.
• 27:19
  The,
• 27:19
  the,
• 27:20
  the,
• 27:20
  the
• 27:20
  trade
• 27:21
  has
• 27:21
  left
• 27:21
  the
• 27:22
  station
• 27:22
  and
• 27:22
  so
• 27:23
  I'm
• 27:23
  just
• 27:23
  gobsmacked.
• 27:24
  I
• 27:24
  don't
• 27:24
  have
• 27:24
  much
• 27:24
  more
• 27:24
  to
• 27:25
  say,
• 27:25
  but
• 27:25
  my
• 27:25
  God,
• 27:26
  look
• 27:26
  out.
• 27:27
  Yeah,
• 27:27
  I
• 27:27
  mean,
• 27:28
  I
• 27:28
  think
• 27:29
  I
• 27:29
  joke
• 27:31
  somewhat
• 27:31
  about
• 27:32
  the
• 27:32
  strawberry
• 27:33
  shortcake
• 27:33
  example
• 27:34
  and
• 27:34
  people
• 27:34
  like
• 27:34
  rerouting
• 27:35
  their
• 27:35
  whole
• 27:35
  trip.
• 27:36
  Trip.
• 27:36
  But
• 27:36
  I
• 27:37
  think
• 27:37
  that
• 27:37
  like,
• 27:38
  especially
• 27:38
  I
• 27:39
  do
• 27:39
  feel
• 27:39
  like,
• 27:39
  like
• 27:40
  David
• 27:40
  Dorff
• 27:40
  said,
• 27:40
  we're
• 27:41
  going
• 27:41
  to
• 27:41
  see
• 27:41
  an
• 27:41
  increase
• 27:42
  in
• 27:42
  chat
• 27:42
  GPT
• 27:43
  usage
• 27:43
  throughout
• 27:44
  the
• 27:44
  holidays
• 27:44
  as
• 27:44
  people
• 27:44
  are
• 27:45
  trying
• 27:45
  to,
• 27:45
  you
• 27:46
  know,
• 27:46
  prepare
• 27:47
  food,
• 27:47
  they're
• 27:47
  trying
• 27:47
  to
• 27:48
  buy
• 27:48
  gifts,
• 27:48
  they're
• 27:48
  trying
• 27:48
  to
• 27:49
  get
• 27:49
  ready.
• 27:49
  Like,
• 27:49
  I
• 27:50
  think
• 27:50
  we're
• 27:50
  going
• 27:50
  to
• 27:50
  see
• 27:50
  more
• 27:51
  and
• 27:51
  more
• 27:51
  adoption
• 27:52
  and
• 27:52
  I
• 27:53
  think
• 27:53
  retailers
• 27:54
  the
• 27:54
  same
• 27:54
  way
• 27:54
  that
• 27:54
  they
• 27:54
  used
• 27:55
  to
• 27:55
  think
• 27:55
  about,
• 27:55
  okay,
• 27:56
  somebody's
• 27:56
  going
• 27:56
  to
• 27:56
  be
• 27:56
  shopping
• 27:58
  on
• 27:58
  a
• 27:58
  mobile
• 27:59
  app
• 27:59
  versus,
• 28:00
  you
• 28:00
  know,
• 28:00
  coming
• 28:00
  in
• 28:00
  store
• 28:01
  and
• 28:01
  shopping
• 28:01
  or
• 28:01
  they're
• 28:02
  the
• 28:02
  way
• 28:02
  that
• 28:02
  they
• 28:02
  shop,
• 28:02
  shopped
• 28:03
  online
• 28:03
  for
• 28:03
  the
• 28:03
  very
• 28:04
  first
• 28:04
  time,
• 28:04
  like
• 28:04
  that
• 28:04
  is
• 28:05
  where
• 28:05
  we
• 28:05
  are.
• 28:05
  And
• 28:06
  that
• 28:06
  is
• 28:06
  a
• 28:06
  journey
• 28:07
  that
• 28:08
  all
• 28:08
  of
• 28:08
  the
• 28:08
  UX
• 28:09
  teams
• 28:09
  that
• 28:09
  all
• 28:10
  these
• 28:10
  retailers
• 28:11
  are
• 28:11
  now
• 28:11
  having
• 28:12
  to
• 28:12
  think
• 28:12
  about.
• 28:12
  When
• 28:12
  it
• 28:13
  comes
• 28:13
  to
• 28:13
  any
• 28:13
  services
• 28:14
  that
• 28:14
  they're
• 28:14
  providing
• 28:15
  in
• 28:15
  their
• 28:15
  stores,
• 28:15
  people
• 28:16
  are
• 28:16
  going
• 28:16
  about
• 28:17
  that
• 28:17
  trip
• 28:17
  differently.
• 28:18
  They're
• 28:18
  trying
• 28:18
  to
• 28:19
  accomplish
• 28:19
  multiple
• 28:19
  tasks
• 28:20
  in
• 28:20
  one
• 28:20
  in
• 28:21
  one
• 28:22
  interface,
• 28:22
  which
• 28:22
  they're
• 28:23
  now
• 28:23
  able
• 28:23
  to
• 28:23
  do
• 28:23
  in
• 28:24
  ChatGPT.
• 28:24
  They
• 28:24
  can
• 28:25
  order
• 28:25
  their
• 28:25
  dinner,
• 28:26
  they
• 28:26
  can
• 28:26
  order
• 28:26
  their
• 28:26
  groceries,
• 28:27
  they
• 28:27
  can
• 28:27
  make
• 28:28
  reservations,
• 28:28
  they
• 28:28
  can
• 28:29
  do
• 28:29
  all
• 28:29
  of
• 28:29
  these
• 28:29
  things,
• 28:29
  they
• 28:30
  can
• 28:30
  find
• 28:30
  gifts,
• 28:30
  gifts,
• 28:31
  all
• 28:31
  without
• 28:31
  leaving
• 28:32
  this
• 28:32
  app.
• 28:33
  Like,
• 28:33
  this
• 28:33
  is
• 28:34
  crazy
• 28:34
  and
• 28:35
  super
• 28:35
  app.
• 28:36
  Yeah,
• 28:36
  it's
• 28:37
  really,
• 28:37
  I
• 28:37
  think
• 28:38
  it's
• 28:38
  gonna
• 28:38
  shape
• 28:39
  again.
• 28:39
  Like
• 28:40
  this
• 28:40
  is
• 28:40
  the
• 28:40
  next
• 28:40
  wave.
• 28:41
  This
• 28:41
  is
• 28:41
  the
• 28:41
  Internet
• 28:42
  and
• 28:42
  online
• 28:42
  shopping
• 28:43
  happening
• 28:44
  for
• 28:45
  this
• 28:45
  generation.
• 28:46
  And
• 28:47
  I'm
• 28:47
  also
• 28:47
  curious,
• 28:48
  especially
• 28:48
  with
• 28:49
  this
• 28:49
  example,
• 28:50
  like
• 28:50
  I'm
• 28:51
  curious
• 28:51
  how
• 28:51
  Walmart
• 28:52
  adapts
• 28:52
  Sparky,
• 28:53
  their
• 28:53
  own
• 28:53
  ChatGPT
• 28:54
  or
• 28:54
  their
• 28:55
  own
• 28:56
  AI
• 28:57
  bot
• 28:57
  that
• 28:57
  they
• 28:57
  have
• 28:57
  on
• 28:57
  their
• 28:58
  site.
• 28:58
  Amazon
• 28:58
  does
• 28:58
  too,
• 28:59
  to
• 29:00
  either
• 29:01
  work
• 29:01
  with
• 29:01
  or
• 29:01
  figure
• 29:02
  out,
• 29:02
  like
• 29:02
  where
• 29:03
  are
• 29:03
  they
• 29:03
  expecting
• 29:03
  traffic
• 29:04
  to
• 29:04
  go
• 29:04
  and
• 29:04
  how
• 29:04
  do
• 29:05
  they
• 29:05
  change
• 29:05
  that
• 29:05
  journey
• 29:06
  type
• 29:06
  based
• 29:06
  on,
• 29:07
  you
• 29:07
  know,
• 29:07
  somebody
• 29:08
  coming
• 29:08
  in
• 29:08
  from
• 29:08
  ChatGPT
• 29:09
  or
• 29:09
  somebody
• 29:09
  starting
• 29:10
  their
• 29:10
  journey
• 29:10
  on
• 29:10
  the
• 29:11
  Walmart.com
• 29:11
  site
• 29:12
  too.
• 29:12
  So
• 29:12
  there's
• 29:13
  so
• 29:13
  much,
• 29:13
  I
• 29:14
  mean,
• 29:14
  to
• 29:14
  be
• 29:14
  a
• 29:14
  UX
• 29:15
  person
• 29:15
  right
• 29:15
  now
• 29:16
  that
• 29:16
  it
• 29:16
  would
• 29:16
  be
• 29:17
  so
• 29:17
  much
• 29:17
  fun
• 29:18
  to
• 29:18
  think
• 29:18
  through
• 29:18
  all
• 29:18
  of
• 29:19
  these
• 29:19
  scenarios.
• 29:20
  And.
• 29:21
  And
• 29:21
  really
• 29:21
  just.
• 29:22
  You're
• 29:22
  on.
• 29:22
  We're
• 29:23
  on
• 29:23
  the
• 29:23
  edge.
• 29:23
  We're
• 29:23
  on
• 29:23
  the
• 29:24
  edge
• 29:24
  of
• 29:24
  an
• 29:24
  entirely
• 29:24
  new
• 29:25
  way
• 29:25
  of
• 29:25
  shopping.
• 29:25
  And
• 29:25
  then
• 29:25
  that's
• 29:26
  super,
• 29:26
  super
• 29:26
  exciting.
• 29:27
  Yeah.
• 29:28
  Even
• 29:28
  to
• 29:28
  be
• 29:28
  a
• 29:28
  strategist
• 29:29
  to
• 29:29
  say,
• 29:29
  okay,
• 29:29
  this
• 29:30
  is
• 29:30
  where
• 29:30
  it
• 29:30
  is
• 29:30
  now.
• 29:30
  Where
• 29:31
  is
• 29:31
  this
• 29:31
  all
• 29:31
  going
• 29:31
  to
• 29:31
  go
• 29:31
  10
• 29:32
  to
• 29:32
  15
• 29:32
  years
• 29:32
  from
• 29:33
  now?
• 29:33
  And
• 29:33
  what
• 29:33
  does
• 29:33
  the
• 29:33
  retail
• 29:34
  landscape
• 29:34
  looks
• 29:35
  like,
• 29:35
  look
• 29:35
  like,
• 29:35
  and
• 29:36
  how
• 29:36
  are
• 29:36
  we
• 29:36
  placing
• 29:37
  bets?
• 29:37
  Even
• 29:37
  the
• 29:37
  financial
• 29:38
  analyst
• 29:38
  community's
• 29:39
  got
• 29:39
  to
• 29:39
  be
• 29:39
  asking
• 29:40
  those
• 29:40
  questions.
• 29:40
  They
• 29:40
  got
• 29:40
  to
• 29:40
  be
• 29:40
  having
• 29:41
  a
• 29:41
  field
• 29:41
  day
• 29:41
  with
• 29:41
  this,
• 29:41
  too.
• 29:42
  To
• 29:42
  say,
• 29:42
  like,
• 29:43
  who
• 29:43
  am
• 29:43
  I
• 29:43
  long
• 29:43
  on?
• 29:43
  Who
• 29:44
  am
• 29:44
  I
• 29:44
  short
• 29:44
  on
• 29:44
  in
• 29:44
  terms
• 29:45
  of
• 29:45
  how
• 29:45
  this
• 29:45
  eventually
• 29:46
  plays
• 29:46
  out
• 29:46
  as
• 29:46
  people
• 29:47
  start
• 29:47
  using
• 29:47
  a
• 29:47
  super
• 29:48
  app
• 29:48
  to
• 29:49
  get
• 29:49
  their.
• 29:50
  All
• 29:50
  their
• 29:51
  commerce
• 29:51
  needs.
• 29:52
  That's.
• 29:54
  Stop.
• 29:56
  Yeah,
• 29:57
  yeah.
• 29:57
  Just
• 29:57
  think
• 29:57
  about
• 29:57
  that
• 29:58
  statement
• 29:58
  for
• 29:58
  a
• 29:58
  while,
• 29:58
  man.
• 29:59
  You
• 29:59
  just
• 29:59
  don't
• 29:59
  know
• 29:59
  what
• 29:59
  the
• 30:00
  file
• 30:00
  it's
• 30:00
  going
• 30:00
  to
• 30:00
  be.
• 30:00
  Yeah,
• 30:01
  that's
• 30:01
  why.
• 30:01
  That's
• 30:01
  why
• 30:01
  Doug
• 30:02
  McMillan
• 30:02
  carries
• 30:02
  that
• 30:02
  thing
• 30:03
  around
• 30:03
  in
• 30:03
  his
• 30:03
  pocket,
• 30:03
  like
• 30:04
  the
• 30:04
  top
• 30:04
  10.
• 30:04
  The
• 30:05
  top
• 30:05
  10
• 30:05
  retailers
• 30:06
  by
• 30:06
  decade,
• 30:06
  because
• 30:06
  it
• 30:07
  actually
• 30:07
  ends
• 30:07
  up
• 30:07
  changing
• 30:08
  pretty
• 30:08
  significantly
• 30:09
  because
• 30:09
  of
• 30:09
  disruptions
• 30:10
  like
• 30:10
  this
• 30:10
  every
• 30:10
  30
• 30:11
  years.
• 30:11
  Right.
• 30:12
  All
• 30:12
  right,
• 30:13
  let's
• 30:13
  go
• 30:13
  to
• 30:13
  the
• 30:13
  lightning
• 30:13
  round.
• 30:14
  Chris.
• 30:14
  Speaking
• 30:15
  of
• 30:15
  things
• 30:15
  coming
• 30:16
  back,
• 30:16
  the
• 30:16
  Body
• 30:16
  Shop
• 30:17
  is
• 30:17
  making
• 30:17
  its
• 30:17
  return.
• 30:18
  What
• 30:18
  80s
• 30:19
  or
• 30:19
  90s
• 30:20
  product
• 30:20
  are
• 30:20
  you
• 30:20
  most
• 30:21
  hoping
• 30:21
  that
• 30:21
  they
• 30:22
  bring
• 30:22
  back
• 30:22
  to
• 30:23
  harness
• 30:23
  your
• 30:23
  mall
• 30:24
  nostalgia
• 30:25
  days?
• 30:25
  Oh,
• 30:26
  God.
• 30:26
  I
• 30:26
  couldn't
• 30:26
  name
• 30:27
  one
• 30:27
  Body
• 30:27
  Shop
• 30:28
  product
• 30:28
  if
• 30:28
  I
• 30:28
  wanted
• 30:28
  to.
• 30:29
  And
• 30:29
  the
• 30:29
  Body
• 30:29
  Butter.
• 30:30
  Oh,
• 30:30
  my
• 30:31
  God.
• 30:32
  I
• 30:32
  guess
• 30:32
  I'd
• 30:32
  go
• 30:33
  with
• 30:33
  bubble
• 30:33
  bath.
• 30:34
  No,
• 30:34
  I'd
• 30:35
  go
• 30:35
  with
• 30:35
  some
• 30:35
  kind
• 30:35
  of
• 30:35
  bubble
• 30:35
  bath
• 30:36
  if
• 30:36
  I
• 30:36
  had
• 30:36
  to
• 30:36
  pick
• 30:36
  something,
• 30:36
  because
• 30:37
  I'm
• 30:37
  a
• 30:37
  big
• 30:37
  bather.
• 30:38
  I
• 30:38
  like
• 30:38
  a
• 30:38
  good
• 30:38
  bath.
• 30:39
  I'm
• 30:39
  usually
• 30:39
  a
• 30:40
  daily
• 30:40
  bather.
• 30:41
  Like
• 30:41
  a
• 30:41
  good
• 30:42
  bath
• 30:42
  after
• 30:42
  working
• 30:42
  out.
• 30:43
  I
• 30:43
  don't
• 30:43
  know
• 30:43
  why.
• 30:43
  It's
• 30:43
  probably
• 30:43
  terrible
• 30:44
  for
• 30:44
  me,
• 30:44
  but,
• 30:45
  yeah,
• 30:45
  that's
• 30:45
  mine.
• 30:46
  I'd
• 30:46
  go
• 30:46
  with
• 30:46
  bubble
• 30:46
  baths.
• 30:47
  Maybe
• 30:47
  something
• 30:47
  pink,
• 30:48
  you
• 30:48
  know,
• 30:48
  so
• 30:48
  it
• 30:48
  really
• 30:49
  like
• 30:49
  contrasts
• 30:50
  when
• 30:50
  it
• 30:50
  goes
• 30:50
  into
• 30:51
  the
• 30:51
  water.
• 30:51
  I
• 30:52
  think
• 30:52
  that
• 30:52
  would
• 30:52
  be.
• 30:52
  Or
• 30:52
  maybe
• 30:53
  like
• 30:53
  a
• 30:53
  bath
• 30:53
  bomb.
• 30:54
  Those
• 30:54
  are
• 30:55
  cool,
• 30:55
  too.
• 30:55
  I
• 30:55
  like
• 30:56
  the
• 30:56
  bubbles,
• 30:56
  the
• 30:56
  suds.
• 30:57
  Yeah.
• 30:57
  But
• 30:57
  anyway.
• 30:58
  All
• 30:58
  right.
• 30:58
  Stephen
• 30:59
  King
• 30:59
  recently
• 30:59
  got
• 31:00
  a
• 31:00
  sneak
• 31:00
  preview
• 31:00
  of
• 31:01
  the
• 31:01
  second
• 31:01
  Running
• 31:02
  man
• 31:02
  film,
• 31:03
  a
• 31:03
  movie
• 31:03
  based
• 31:03
  on
• 31:04
  his
• 31:04
  earlier
• 31:04
  novella,
• 31:05
  calling
• 31:05
  it
• 31:05
  the
• 31:06
  Die
• 31:06
  Hard
• 31:06
  for
• 31:07
  Our
• 31:07
  Time,
• 31:08
  a
• 31:08
  bipartisan
• 31:09
  thrill
• 31:10
  ride.
• 31:10
  And
• 31:10
  wow,
• 31:11
  that's
• 31:11
  an
• 31:11
  endorsement.
• 31:12
  Are
• 31:12
  you
• 31:12
  sharing
• 31:13
  King's
• 31:13
  optimism?
• 31:14
  Will
• 31:14
  number
• 31:14
  two
• 31:14
  with
• 31:15
  Glen
• 31:15
  Powell
• 31:16
  be
• 31:16
  better
• 31:16
  than
• 31:17
  number
• 31:17
  one
• 31:17
  with
• 31:18
  Arnold?
• 31:19
  I've
• 31:19
  not
• 31:20
  seen
• 31:20
  number
• 31:21
  one
• 31:21
  or
• 31:22
  number
• 31:22
  two,
• 31:24
  obviously,
• 31:24
  since
• 31:25
  it's
• 31:25
  not
• 31:25
  yet
• 31:25
  out.
• 31:25
  But
• 31:26
  I
• 31:26
  rarely
• 31:27
  find
• 31:27
  that
• 31:28
  sequels
• 31:28
  are
• 31:29
  as
• 31:29
  good
• 31:29
  as
• 31:29
  the
• 31:29
  originals.
• 31:30
  So
• 31:31
  I'm
• 31:31
  Going
• 31:31
  with
• 31:31
  Arnold.
• 31:32
  I
• 31:32
  just
• 31:32
  watched
• 31:33
  Naked
• 31:33
  Gun,
• 31:33
  the
• 31:34
  new
• 31:34
  one.
• 31:35
  Yeah,
• 31:36
  there
• 31:37
  is
• 31:37
  still
• 31:37
  some
• 31:37
  funny
• 31:37
  parts,
• 31:38
  but
• 31:38
  it's
• 31:38
  like
• 31:38
  you
• 31:39
  just
• 31:39
  can't.
• 31:40
  Can't
• 31:40
  capture
• 31:40
  lightning
• 31:41
  in
• 31:41
  a
• 31:41
  bottle
• 31:41
  twice.
• 31:42
  So
• 31:42
  I
• 31:42
  don't
• 31:42
  know.
• 31:43
  I'm
• 31:43
  gonna
• 31:43
  say
• 31:43
  I'm
• 31:44
  sticking
• 31:44
  with
• 31:44
  Arnold.
• 31:46
  All
• 31:46
  right,
• 31:46
  let's
• 31:46
  go
• 31:46
  to
• 31:46
  question
• 31:47
  number
• 31:47
  three.
• 31:48
  J.P.
• 31:48
  morgan
• 31:49
  employees
• 31:49
  are
• 31:49
  headed
• 31:49
  back
• 31:50
  to
• 31:50
  work
• 31:50
  at
• 31:50
  the
• 31:50
  recently
• 31:51
  completed.
• 31:51
  This
• 31:52
  is
• 31:52
  crazy.
• 31:53
  $3
• 31:53
  billion
• 31:54
  60
• 31:55
  floor
• 31:55
  office
• 31:55
  tower
• 31:56
  in
• 31:56
  Manhattan.
• 31:57
  The
• 31:57
  new
• 31:57
  office
• 31:58
  has
• 31:58
  19
• 31:59
  on
• 32:00
  site
• 32:00
  restaurants
• 32:00
  and
• 32:01
  Starbucks
• 32:01
  coffee
• 32:02
  locations
• 32:02
  sprinkled
• 32:03
  throughout
• 32:03
  the
• 32:03
  floors,
• 32:04
  plus
• 32:05
  a
• 32:05
  40,000
• 32:06
  square
• 32:06
  foot
• 32:06
  gym
• 32:07
  and
• 32:08
  so
• 32:08
  much
• 32:08
  more.
• 32:08
  Chris,
• 32:09
  what
• 32:09
  amenities
• 32:10
  would
• 32:10
  it
• 32:11
  take
• 32:11
  you
• 32:11
  to
• 32:11
  get
• 32:12
  or
• 32:12
  would
• 32:13
  it
• 32:13
  take
• 32:13
  to
• 32:13
  get
• 32:13
  you
• 32:13
  back
• 32:14
  into
• 32:14
  an
• 32:14
  office?
• 32:15
  Oh,
• 32:16
  my
• 32:16
  God,
• 32:16
  that's
• 32:16
  so.
• 32:17
  That's
• 32:17
  so
• 32:17
  easy.
• 32:18
  And
• 32:18
  for
• 32:18
  me,
• 32:18
  you
• 32:19
  know
• 32:19
  what?
• 32:19
  You
• 32:19
  know
• 32:19
  what
• 32:19
  I
• 32:19
  always
• 32:19
  wanted,
• 32:20
  which
• 32:20
  I
• 32:20
  never
• 32:20
  got,
• 32:21
  was
• 32:21
  my
• 32:22
  own
• 32:22
  personal
• 32:22
  bathroom,
• 32:23
  AKA
• 32:23
  the
• 32:23
  executive
• 32:24
  washroom.
• 32:25
  I
• 32:25
  always
• 32:25
  wanted
• 32:25
  one
• 32:25
  of
• 32:26
  those.
• 32:26
  Like,
• 32:26
  that
• 32:26
  would
• 32:26
  be
• 32:27
  so
• 32:28
  great
• 32:28
  for
• 32:28
  me.
• 32:29
  So
• 32:29
  great.
• 32:29
  It
• 32:29
  would
• 32:30
  be
• 32:30
  so
• 32:30
  nice
• 32:30
  to
• 32:30
  have
• 32:31
  my
• 32:31
  own
• 32:31
  bathroom
• 32:32
  in
• 32:32
  my
• 32:32
  office.
• 32:33
  Yeah,
• 32:33
  for
• 32:33
  sure.
• 32:34
  Yeah,
• 32:34
  that.
• 32:35
  Would
• 32:35
  that.
• 32:35
  Please.
• 32:36
  I
• 32:36
  mean,
• 32:37
  that's
• 32:37
  probably
• 32:37
  a
• 32:37
  job
• 32:38
  that's
• 32:38
  appealing
• 32:38
  to
• 32:39
  me
• 32:39
  because
• 32:39
  it
• 32:39
  would
• 32:39
  take
• 32:40
  a
• 32:40
  lot
• 32:40
  to
• 32:40
  get
• 32:40
  me
• 32:40
  out
• 32:40
  of
• 32:41
  the
• 32:41
  house.
• 32:41
  But
• 32:41
  like,
• 32:42
  yes,
• 32:42
  if
• 32:43
  I
• 32:43
  had
• 32:43
  an
• 32:43
  appealing
• 32:43
  job
• 32:44
  and
• 32:44
  you
• 32:44
  were
• 32:44
  like,
• 32:44
  hey,
• 32:44
  we'll
• 32:45
  give
• 32:45
  you
• 32:45
  an
• 32:45
  executive
• 32:45
  washroom,
• 32:46
  I'd
• 32:46
  be
• 32:46
  like,
• 32:46
  yes,
• 32:47
  please.
• 32:47
  Thank
• 32:47
  you.
• 32:48
  So
• 32:48
  there.
• 32:49
  For
• 32:49
  those
• 32:49
  that
• 32:49
  are
• 32:49
  listening.
• 32:50
  Yeah,
• 32:50
  keep
• 32:50
  that,
• 32:51
  keep
• 32:51
  that
• 32:51
  in
• 32:51
  your.
• 32:51
  In
• 32:52
  your
• 32:52
  file
• 32:52
  folder.
• 32:53
  All
• 32:53
  right,
• 32:54
  last
• 32:54
  one.
• 32:54
  It
• 32:54
  was
• 32:54
  National
• 32:55
  Dessert
• 32:55
  Day
• 32:55
  yesterday.
• 32:56
  And
• 32:56
  how
• 32:56
  did
• 32:56
  you
• 32:57
  celebrate?
• 32:59
  I
• 32:59
  ate
• 33:00
  a
• 33:00
  cookie
• 33:00
  in
• 33:00
  the
• 33:00
  Delta
• 33:01
  Lounge,
• 33:01
  I
• 33:01
  guess
• 33:01
  I
• 33:02
  did
• 33:02
  not
• 33:02
  have
• 33:02
  any
• 33:02
  dessert
• 33:03
  yesterday.
• 33:03
  What
• 33:04
  kind
• 33:04
  of
• 33:04
  cookie?
• 33:04
  It
• 33:05
  was
• 33:05
  just
• 33:05
  a
• 33:05
  chocolate
• 33:06
  chip
• 33:06
  cookie.
• 33:06
  I
• 33:07
  mean.
• 33:07
  Oh,
• 33:07
  okay.
• 33:08
  Too
• 33:08
  good
• 33:08
  to.
• 33:08
  Not.
• 33:09
  To
• 33:09
  not
• 33:10
  grab.
• 33:10
  So.
• 33:11
  I
• 33:11
  didn't
• 33:11
  even
• 33:11
  know
• 33:11
  it
• 33:12
  was
• 33:12
  National
• 33:12
  Dessert
• 33:12
  Day.
• 33:13
  Maybe
• 33:13
  I
• 33:13
  would
• 33:13
  have
• 33:13
  planned
• 33:14
  that
• 33:14
  a
• 33:14
  little
• 33:14
  bit
• 33:14
  better
• 33:14
  had
• 33:15
  I
• 33:15
  known.
• 33:15
  But
• 33:16
  yeah,
• 33:17
  it
• 33:17
  was
• 33:17
  a
• 33:17
  delicious
• 33:18
  chocolate
• 33:18
  chip
• 33:18
  cookie.
• 33:19
  Any
• 33:19
  day
• 33:20
  you
• 33:20
  can
• 33:20
  have
• 33:20
  a
• 33:20
  chocolate
• 33:21
  chip
• 33:21
  cookie
• 33:21
  is
• 33:21
  a
• 33:22
  win
• 33:22
  in
• 33:22
  my
• 33:22
  book.
• 33:22
  You've
• 33:23
  won
• 33:23
  the
• 33:23
  day
• 33:23
  if
• 33:23
  you
• 33:24
  get
• 33:24
  to
• 33:24
  eat
• 33:24
  a
• 33:24
  chocolate
• 33:25
  chip
• 33:25
  cookie.
• 33:25
  Chocolate
• 33:25
  chip
• 33:26
  cookies
• 33:26
  are
• 33:26
  never
• 33:26
  not
• 33:27
  bad
• 33:27
  in
• 33:27
  my
• 33:28
  opinion.
• 33:28
  You
• 33:28
  know,
• 33:28
  for
• 33:29
  the
• 33:29
  most
• 33:29
  part.
• 33:29
  All
• 33:30
  right,
• 33:30
  on
• 33:30
  that
• 33:30
  note,
• 33:30
  happy
• 33:31
  birthday
• 33:31
  today
• 33:31
  to
• 33:31
  Paul
• 33:32
  Walter
• 33:32
  Hauser,
• 33:33
  Jerry
• 33:33
  Burns,
• 33:34
  and
• 33:34
  to
• 33:34
  the
• 33:34
  man
• 33:34
  who
• 33:35
  starred
• 33:35
  in
• 33:35
  the
• 33:35
  greatest
• 33:36
  thing
• 33:36
  to
• 33:36
  ever
• 33:36
  come
• 33:37
  out
• 33:37
  of
• 33:37
  Baltimore.
• 33:38
  I
• 33:38
  know
• 33:38
  Ann
• 33:38
  will
• 33:38
  second
• 33:39
  this
• 33:39
  one.
• 33:40
  McNulty
• 33:40
  himself.
• 33:41
  Dominic
• 33:42
  West.
• 33:43
  Yes.
• 33:44
  That
• 33:44
  the
• 33:44
  Wire
• 33:45
  man,
• 33:46
  that's
• 33:46
  gotta
• 33:46
  get
• 33:46
  queued
• 33:47
  up
• 33:47
  again
• 33:47
  for
• 33:47
  the
• 33:47
  winter.
• 33:48
  Winter
• 33:48
  is
• 33:48
  coming.
• 33:49
  That's.
• 33:49
  Maybe
• 33:49
  I
• 33:49
  should
• 33:50
  rewatch
• 33:50
  all
• 33:51
  12
• 33:51
  years
• 33:51
  of
• 33:52
  the
• 33:52
  Wire
• 33:52
  that
• 33:53
  it'll
• 33:53
  take
• 33:53
  all.
• 33:53
  Winter
• 33:54
  to
• 33:54
  watch
• 33:54
  yeah,
• 33:55
  it
• 33:55
  takes
• 33:55
  a
• 33:55
  long
• 33:55
  time
• 33:55
  to
• 33:55
  get
• 33:55
  through
• 33:56
  that.
• 33:56
  Yeah,
• 33:56
  I've
• 33:56
  only
• 33:56
  gone
• 33:56
  through
• 33:57
  it
• 33:57
  once,
• 33:57
  but
• 33:57
  yes.
• 33:57
  And
• 33:58
  today's
• 33:58
  podcast
• 33:59
  was
• 33:59
  produced
• 33:59
  with
• 33:59
  the
• 33:59
  help
• 34:00
  and
• 34:00
  support
• 34:00
  of
• 34:00
  Ella
• 34:00
  Sirjord.
• 34:01
  And
• 34:01
  remember,
• 34:02
  if
• 34:02
  you
• 34:02
  can
• 34:02
  only
• 34:02
  read
• 34:02
  or
• 34:03
  listen
• 34:03
  to
• 34:03
  one
• 34:03
  retail
• 34:04
  blog
• 34:04
  in
• 34:04
  the
• 34:04
  business,
• 34:04
  Make
• 34:05
  It
• 34:05
  Omnitok,
• 34:05
  the
• 34:05
  only
• 34:05
  retail
• 34:06
  media
• 34:06
  outlet
• 34:06
  run
• 34:07
  by
• 34:07
  two
• 34:07
  former
• 34:07
  executives.
• 34:08
  Gifts
• 34:08
  from
• 34:08
  a
• 34:08
  current
• 34:09
  top
• 34:09
  10
• 34:09
  US
• 34:09
  retailer.
• 34:10
  Our
• 34:10
  Fast
• 34:10
  Five
• 34:11
  podcast
• 34:11
  is
• 34:11
  the
• 34:11
  quickest,
• 34:12
  fastest
• 34:12
  rundown
• 34:12
  of
• 34:13
  all
• 34:13
  the
• 34:13
  week's
• 34:13
  top
• 34:13
  news,
• 34:14
  and
• 34:14
  our
• 34:15
  daily
• 34:15
  podcast,
• 34:15
  the
• 34:15
  Retail
• 34:16
  Daily
• 34:16
  Minute,
• 34:16
  tells
• 34:17
  you
• 34:17
  all
• 34:17
  you
• 34:17
  need
• 34:17
  to
• 34:17
  know
• 34:18
  each
• 34:18
  day
• 34:19
  to
• 34:19
  stay
• 34:19
  on
• 34:19
  top
• 34:19
  of
• 34:19
  your
• 34:20
  game
• 34:20
  as
• 34:20
  a
• 34:20
  retail
• 34:21
  executive.
• 34:21
  And
• 34:21
  it
• 34:21
  also
• 34:22
  regularly
• 34:22
  features
• 34:23
  special
• 34:23
  content
• 34:24
  that
• 34:24
  is
• 34:24
  exclusive
• 34:25
  to
• 34:25
  us
• 34:25
  and
• 34:25
  that
• 34:26
  we
• 34:26
  take
• 34:26
  a
• 34:26
  lot
• 34:26
  of
• 34:26
  pride
• 34:27
  in
• 34:27
  doing
• 34:27
  just
• 34:27
  for
• 34:28
  you.
• 34:28
  Thanks
• 34:28
  as
• 34:28
  always
• 34:28
  for
• 34:29
  listening
• 34:29
  and
• 34:29
  please
• 34:29
  remember
• 34:29
  to
• 34:30
  like
• 34:30
  and
• 34:30
  leave
• 34:30
  us
• 34:30
  a
• 34:30
  review
• 34:31
  wherever
• 34:31
  you
• 34:31
  happen
• 34:31
  to
• 34:32
  listen
• 34:32
  to
• 34:32
  your
• 34:32
  podcast
• 34:33
  or
• 34:33
  on
• 34:33
  YouTube.
• 34:34
  You
• 34:34
  can
• 34:34
  follow
• 34:34
  us
• 34:34
  today
• 34:34
  by
• 34:34
  simply
• 34:35
  going
• 34:35
  to
• 34:35
  YouTube.com
• 34:36
  omnitalkretail
• 34:38
  so
• 34:38
  until
• 34:38
  next
• 34:39
  week,
• 34:39
  on
• 34:39
  behalf
• 34:39
  of
• 34:40
  Ann,
• 34:40
  producer
• 34:41
  Ella
• 34:41
  and
• 34:41
  myself,
• 34:42
  as
• 34:42
  always,
• 34:42
  be
• 34:43
  careful
• 34:43
  out
• 34:43
  there.