Latest / Omni Talk Retail / Sam’s Club’s New Store, Kroger’s Disney ‘Boost’ & Why Just Walk Out May Be A Passing Fad | Fast Five

Transcript

Sam’s Club’s New Store, Kroger’s Disney ‘Boost’ & Why Just Walk Out May Be A Passing Fad | Fast Five · Omni Talk Retail

• 0:05
  Yammetalk
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• 0:06
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  Dot
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  now
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• 1:35
  a
• 1:35
  live.
• 1:36
  Recording
• 1:36
  of
• 1:36
  the
• 1:37
  Fast
• 1:37
  five,
• 1:38
  please
• 1:38
  welcome
• 1:39
  to
• 1:39
  the
• 1:39
  stage
• 1:40
  the
• 1:40
  co
• 1:40
  founders
• 1:41
  and
• 1:41
  hosts
• 1:41
  of
• 1:42
  the
• 1:42
  Omnitalk
• 1:43
  retail
• 1:43
  podcast,
• 1:44
  Chris
• 1:44
  Walton
• 1:45
  and
• 1:45
  Anne
• 1:46
  Mazinga.
• 1:48
  Hello,
• 1:49
  everyone.
• 1:51
  Thank
• 1:51
  you
• 1:51
  for
• 1:52
  joining
• 1:52
  us.
• 1:52
  We
• 1:53
  have
• 1:53
  a
• 1:53
  massive
• 1:54
  crowd
• 1:54
  here
• 1:54
  for
• 1:55
  those
• 1:55
  people
• 1:55
  listening
• 1:56
  at
• 1:56
  home.
• 1:57
  Don't
• 1:58
  even
• 1:58
  worry
• 1:59
  about
• 1:59
  it.
• 1:59
  Standing
• 1:59
  room
• 1:59
  only,
• 2:00
  Ann.
• 2:00
  Standing
• 2:00
  room
• 2:00
  only.
• 2:01
  They
• 2:01
  even
• 2:01
  have
• 2:02
  headphones.
• 2:02
  Dasha
• 2:02
  told
• 2:02
  me
• 2:03
  they
• 2:03
  have
• 2:03
  headphones
• 2:03
  in
• 2:03
  the
• 2:03
  back
• 2:04
  in
• 2:04
  case
• 2:04
  anybody
• 2:04
  can't
• 2:05
  hear
• 2:05
  and
• 2:05
  they
• 2:05
  want
• 2:05
  to
• 2:05
  stand.
• 2:06
  So
• 2:06
  let
• 2:07
  me
• 2:07
  tell
• 2:07
  you,
• 2:07
  this
• 2:08
  is
• 2:08
  the
• 2:08
  show
• 2:08
  you
• 2:08
  don't
• 2:09
  want
• 2:09
  to
• 2:09
  miss,
• 2:09
  right?
• 2:10
  Yes,
• 2:10
  and
• 2:10
  let's
• 2:10
  get
• 2:11
  right
• 2:11
  into
• 2:11
  it.
• 2:11
  Ann
• 2:12
  all
• 2:12
  right,
• 2:13
  starting
• 2:15
  right
• 2:15
  now.
• 2:16
  Right
• 2:16
  now.
• 2:17
  Hello
• 2:17
  everyone.
• 2:18
  You
• 2:18
  are
• 2:18
  listening
• 2:19
  to
• 2:19
  Omnitalk's
• 2:20
  retail
• 2:21
  fast
• 2:21
  five.
• 2:21
  Ranked
• 2:22
  in
• 2:22
  the
• 2:22
  top
• 2:22
  10%
• 2:23
  of
• 2:23
  all
• 2:23
  podcasts
• 2:24
  globally
• 2:24
  and
• 2:25
  currently
• 2:25
  ranked
• 2:25
  in
• 2:25
  the
• 2:26
  top
• 2:26
  100
• 2:27
  of
• 2:27
  all
• 2:27
  business
• 2:28
  podcasts
• 2:28
  on
• 2:28
  Apple
• 2:29
  Podcasts.
• 2:29
  Chris
• 2:30
  and
• 2:30
  the
• 2:30
  only
• 2:31
  retail
• 2:31
  podcast
• 2:32
  in
• 2:33
  the
• 2:33
  top
• 2:33
  100
• 2:33
  business.
• 2:34
  I
• 2:34
  believe
• 2:34
  that's
• 2:35
  true,
• 2:35
  Anne.
• 2:35
  Yes,
• 2:35
  it
• 2:36
  is
• 2:36
  true.
• 2:36
  The
• 2:36
  retail
• 2:37
  fast
• 2:37
  five
• 2:37
  is
• 2:37
  the
• 2:37
  podcast
• 2:38
  that
• 2:38
  we
• 2:38
  hope
• 2:38
  makes
• 2:38
  you
• 2:39
  feel
• 2:39
  a
• 2:39
  little
• 2:39
  smarter,
• 2:40
  but
• 2:40
  most
• 2:40
  importantly,
• 2:40
  a
• 2:41
  little
• 2:41
  happier
• 2:41
  each
• 2:42
  week,
• 2:42
  too.
• 2:43
  And
• 2:43
  the
• 2:44
  fast
• 2:44
  five
• 2:44
  is
• 2:44
  just
• 2:44
  one
• 2:44
  of
• 2:44
  the
• 2:45
  many
• 2:45
  great
• 2:45
  podcasts
• 2:46
  that
• 2:46
  you
• 2:46
  can
• 2:46
  find
• 2:47
  from
• 2:47
  Omnitalk
• 2:47
  Retail's
• 2:48
  podcast
• 2:48
  network
• 2:49
  alongside
• 2:49
  our
• 2:49
  retail
• 2:50
  daily
• 2:50
  minute,
• 2:50
  which
• 2:50
  brings
• 2:50
  you
• 2:51
  a
• 2:51
  curated
• 2:51
  selection
• 2:52
  of
• 2:52
  the
• 2:52
  most
• 2:52
  important
• 2:52
  retail
• 2:53
  headlines
• 2:53
  every
• 2:54
  morning,
• 2:54
  and
• 2:55
  our
• 2:55
  retail
• 2:55
  technology
• 2:56
  spotlight
• 2:56
  series,
• 2:56
  which
• 2:57
  goes
• 2:57
  deep
• 2:57
  each
• 2:57
  week
• 2:58
  on
• 2:58
  the
• 2:58
  latest
• 2:59
  retail
• 2:59
  technology
• 2:59
  trends.
• 3:00
  Today,
• 3:00
  Chris,
• 3:01
  it
• 3:01
  is
• 3:02
  April.
• 3:03
  April.
• 3:04
  October.
• 3:05
  It's
• 3:06
  October
• 3:06
  today.
• 3:07
  Yes,
• 3:07
  it's
• 3:07
  October.
• 3:07
  And
• 3:08
  yes,
• 3:08
  October
• 3:08
  9,
• 3:09
  2024.
• 3:10
  I'm
• 3:10
  one
• 3:10
  of
• 3:11
  your
• 3:11
  hosts,
• 3:11
  Ann
• 3:11
  Mazinga.
• 3:12
  And
• 3:12
  I'm
• 3:12
  Chris
• 3:12
  Walton.
• 3:13
  And
• 3:13
  we
• 3:13
  are
• 3:13
  here
• 3:13
  once
• 3:14
  again
• 3:14
  to
• 3:14
  discuss
• 3:15
  all
• 3:15
  the
• 3:15
  top
• 3:15
  headlines
• 3:16
  making
• 3:17
  waves
• 3:17
  in
• 3:17
  the
• 3:17
  world
• 3:17
  of
• 3:18
  omnichannel
• 3:18
  retailing.
• 3:19
  Live
• 3:19
  from
• 3:20
  Grocery
• 3:20
  Shop,
• 3:20
  2024.
• 3:21
  Yes,
• 3:21
  and
• 3:21
  we
• 3:22
  are
• 3:22
  live
• 3:22
  from
• 3:23
  grocery
• 3:23
  shop.
• 3:23
  It's
• 3:24
  just
• 3:24
  you
• 3:24
  and
• 3:24
  me
• 3:24
  up
• 3:24
  on
• 3:25
  a
• 3:25
  stage.
• 3:25
  We
• 3:25
  got
• 3:25
  an
• 3:25
  audience
• 3:26
  of
• 3:26
  some
• 3:26
  of
• 3:26
  our
• 3:26
  closest
• 3:27
  friends
• 3:27
  and
• 3:27
  colleagues
• 3:28
  here,
• 3:28
  and
• 3:29
  I
• 3:29
  can't
• 3:29
  wait
• 3:29
  to
• 3:30
  get
• 3:30
  to
• 3:30
  it.
• 3:30
  Should
• 3:30
  we
• 3:30
  get
• 3:30
  to
• 3:30
  the
• 3:30
  headlines?
• 3:31
  Let's
• 3:31
  go
• 3:31
  right
• 3:31
  to
• 3:32
  it.
• 3:32
  All
• 3:32
  right.
• 3:32
  And
• 3:32
  today
• 3:33
  we've
• 3:33
  got
• 3:34
  news
• 3:34
  on
• 3:34
  Instacart
• 3:35
  adding
• 3:35
  games
• 3:36
  and
• 3:36
  personalized
• 3:37
  coupons
• 3:37
  to
• 3:38
  its
• 3:38
  smart
• 3:38
  cart,
• 3:39
  Whole
• 3:39
  Foods
• 3:40
  coming
• 3:40
  out
• 3:40
  and
• 3:41
  candidly
• 3:41
  saying
• 3:42
  why
• 3:42
  it
• 3:42
  will
• 3:42
  no
• 3:43
  longer
• 3:43
  deploy
• 3:43
  Amazon's
• 3:44
  just
• 3:44
  walkout
• 3:45
  technology.
• 3:45
  Can't
• 3:46
  wait
• 3:46
  for
• 3:46
  that
• 3:46
  one.
• 3:47
  Google
• 3:47
  enabling
• 3:48
  new
• 3:48
  shoppable
• 3:49
  visual
• 3:50
  search
• 3:50
  features
• 3:51
  Kroger
• 3:51
  adding
• 3:52
  Disney
• 3:53
  to
• 3:53
  its
• 3:53
  membership
• 3:54
  program.
• 3:54
  But
• 3:55
  we
• 3:55
  begin
• 3:55
  today
• 3:56
  with
• 3:56
  quite
• 3:57
  big
• 3:57
  innovation
• 3:58
  news
• 3:58
  from
• 3:58
  one
• 3:59
  of
• 3:59
  our
• 3:59
  personal
• 4:00
  favorite
• 4:00
  retailers
• 4:01
  and
• 4:02
  Sam's
• 4:03
  club.
• 4:03
  Sam's
• 4:03
  Club.
• 4:04
  All
• 4:04
  right,
• 4:04
  headline
• 4:04
  number
• 4:05
  one,
• 4:05
  Chris.
• 4:05
  Sam's
• 4:06
  club
• 4:06
  plans
• 4:06
  to
• 4:06
  open
• 4:06
  a
• 4:07
  new
• 4:07
  store
• 4:07
  without
• 4:08
  checkout
• 4:08
  lines.
• 4:09
  According
• 4:09
  to
• 4:09
  CNBC,
• 4:10
  Sam's
• 4:10
  club
• 4:10
  is
• 4:11
  opening
• 4:11
  a
• 4:11
  club
• 4:11
  that
• 4:11
  will
• 4:12
  have
• 4:12
  no
• 4:12
  checkout
• 4:13
  lanes,
• 4:13
  will
• 4:14
  display
• 4:14
  online
• 4:15
  only
• 4:15
  items,
• 4:15
  and
• 4:16
  will
• 4:16
  have
• 4:16
  a
• 4:16
  larger
• 4:16
  area
• 4:17
  for
• 4:17
  fulfilling
• 4:17
  e
• 4:18
  commerce
• 4:18
  orders
• 4:18
  for
• 4:18
  curbside
• 4:19
  pickup
• 4:19
  and
• 4:19
  home
• 4:20
  delivery.
• 4:20
  In
• 4:21
  this
• 4:21
  new
• 4:21
  club,
• 4:21
  which
• 4:21
  will
• 4:22
  open
• 4:22
  in
• 4:22
  mid
• 4:22
  October,
• 4:23
  customers
• 4:23
  will
• 4:23
  have
• 4:23
  to
• 4:24
  use
• 4:24
  a
• 4:24
  smartphone
• 4:24
  app
• 4:25
  called
• 4:25
  Scan
• 4:25
  and
• 4:25
  go
• 4:26
  to
• 4:26
  ring
• 4:26
  up
• 4:26
  their
• 4:26
  purchases
• 4:27
  as
• 4:27
  they
• 4:27
  walk
• 4:28
  through
• 4:28
  the
• 4:28
  aisles
• 4:29
  and
• 4:29
  then
• 4:29
  pass
• 4:29
  through
• 4:30
  a
• 4:30
  computer
• 4:30
  vision
• 4:30
  based
• 4:31
  archway
• 4:31
  to
• 4:32
  leave
• 4:32
  the
• 4:32
  store
• 4:33
  in
• 4:33
  the
• 4:33
  area
• 4:33
  typically
• 4:34
  reserved
• 4:34
  for
• 4:35
  cash
• 4:35
  registers.
• 4:35
  The
• 4:35
  company
• 4:36
  will
• 4:36
  instead
• 4:36
  display
• 4:37
  online
• 4:37
  only
• 4:37
  items
• 4:38
  as
• 4:38
  wide
• 4:39
  ranging
• 4:39
  as
• 4:39
  a
• 4:39
  twelve
• 4:40
  foot
• 4:40
  Christmas
• 4:40
  tree
• 4:41
  and
• 4:41
  a
• 4:42
  five
• 4:42
  carat
• 4:43
  lab
• 4:43
  grown
• 4:43
  diamond
• 4:44
  that
• 4:44
  members
• 4:45
  can
• 4:45
  scan
• 4:46
  QR
• 4:46
  codes
• 4:46
  and
• 4:47
  go
• 4:47
  straight
• 4:47
  to
• 4:48
  those
• 4:48
  items
• 4:48
  in
• 4:48
  the
• 4:48
  app.
• 4:49
  I
• 4:49
  think
• 4:49
  there's
• 4:49
  even
• 4:50
  a
• 4:50
  Mercedes
• 4:51
  like
• 4:51
  g
• 4:51
  wagon
• 4:52
  or
• 4:52
  something,
• 4:52
  right?
• 4:53
  Yeah,
• 4:53
  I
• 4:53
  heard
• 4:54
  some
• 4:54
  type
• 4:54
  of
• 4:54
  suv.
• 4:55
  I
• 4:55
  don't
• 4:55
  know
• 4:55
  if
• 4:55
  it's
• 4:55
  a
• 4:55
  gwag
• 4:56
  or
• 4:56
  not,
• 4:56
  but
• 4:56
  I'm
• 4:57
  not
• 4:57
  super
• 4:57
  familiar
• 4:57
  with
• 4:58
  the
• 4:58
  Mercedes
• 4:58
  line
• 4:59
  because
• 5:00
  outside
• 5:00
  my.
• 5:00
  Price
• 5:00
  range
• 5:01
  now
• 5:01
  you
• 5:01
  can
• 5:01
  be.
• 5:02
  Store
• 5:03
  workers
• 5:03
  will
• 5:03
  also
• 5:03
  have
• 5:03
  about
• 5:04
  four
• 5:04
  times
• 5:04
  more
• 5:04
  space
• 5:05
  for
• 5:05
  preparing
• 5:05
  customers
• 5:06
  e
• 5:06
  commerce
• 5:06
  orders
• 5:07
  for
• 5:07
  curbside
• 5:07
  pickup
• 5:07
  and
• 5:07
  home
• 5:08
  delivery,
• 5:09
  according
• 5:09
  to
• 5:09
  Sam's
• 5:10
  club
• 5:10
  executives.
• 5:11
  Chris,
• 5:12
  I
• 5:12
  know
• 5:12
  you
• 5:12
  love
• 5:13
  this
• 5:13
  new
• 5:13
  store
• 5:13
  concept
• 5:13
  from
• 5:14
  Sam's
• 5:14
  club.
• 5:14
  But
• 5:15
  just
• 5:15
  how
• 5:16
  much
• 5:16
  do
• 5:16
  you
• 5:16
  love
• 5:16
  it?
• 5:16
  Well,
• 5:17
  and
• 5:17
  have
• 5:17
  you
• 5:17
  ever
• 5:17
  seen
• 5:17
  spinal
• 5:18
  tap?
• 5:18
  I
• 5:19
  have,
• 5:19
  yeah.
• 5:19
  I'm
• 5:19
  an
• 5:20
  eleven
• 5:20
  on
• 5:20
  this.
• 5:20
  111
• 5:21
  eleven.
• 5:22
  Turn
• 5:22
  it
• 5:22
  up
• 5:22
  to
• 5:22
  eleven.
• 5:23
  New
• 5:23
  store
• 5:24
  in
• 5:24
  Grapevine,
• 5:24
  Texas.
• 5:25
  Yes.
• 5:25
  I
• 5:25
  love
• 5:25
  it
• 5:26
  for
• 5:27
  a
• 5:27
  lot
• 5:27
  of
• 5:27
  reasons.
• 5:27
  I
• 5:27
  think.
• 5:28
  One,
• 5:28
  unlike
• 5:29
  Amazon
• 5:29
  go,
• 5:30
  the
• 5:30
  setup
• 5:31
  doesn't
• 5:31
  require
• 5:31
  inflexible
• 5:32
  merchandising,
• 5:33
  which
• 5:33
  we'll
• 5:33
  talk
• 5:34
  about
• 5:34
  later,
• 5:34
  for
• 5:34
  sure.
• 5:35
  But
• 5:35
  more
• 5:35
  importantly,
• 5:36
  the
• 5:37
  overall
• 5:37
  setup
• 5:38
  that
• 5:38
  is
• 5:38
  being
• 5:38
  tested
• 5:39
  has
• 5:39
  already
• 5:40
  been
• 5:40
  tested
• 5:40
  with
• 5:41
  great
• 5:41
  regularity
• 5:42
  throughout
• 5:42
  Sam's
• 5:42
  club's
• 5:43
  chain.
• 5:43
  So,
• 5:44
  for
• 5:44
  example,
• 5:45
  scan
• 5:45
  and
• 5:45
  go
• 5:45
  adoption
• 5:46
  is
• 5:46
  30%
• 5:47
  chain
• 5:47
  wide.
• 5:48
  Yeah.
• 5:48
  And
• 5:48
  in
• 5:49
  May,
• 5:49
  Sam's
• 5:50
  club
• 5:50
  said
• 5:50
  that
• 5:50
  it
• 5:50
  planned
• 5:50
  to
• 5:51
  roll
• 5:51
  out
• 5:51
  the
• 5:51
  automated
• 5:52
  archways,
• 5:52
  the
• 5:52
  computer
• 5:53
  vision
• 5:53
  archways
• 5:53
  that
• 5:54
  scan
• 5:54
  your,
• 5:55
  your
• 5:55
  cart
• 5:56
  and,
• 5:56
  you
• 5:56
  know,
• 5:56
  correlate
• 5:57
  it
• 5:57
  to
• 5:57
  your
• 5:57
  receipt.
• 5:58
  Yep.
• 5:58
  And
• 5:58
  that
• 5:58
  they're
• 5:58
  already
• 5:59
  gonna
• 5:59
  plan
• 5:59
  to
• 6:00
  roll
• 6:00
  that
• 6:00
  out
• 6:00
  to
• 6:00
  all
• 6:01
  stores
• 6:01
  by
• 6:01
  the
• 6:01
  end
• 6:01
  of
• 6:01
  the
• 6:01
  year.
• 6:02
  So
• 6:02
  the
• 6:02
  only
• 6:03
  big
• 6:03
  difference
• 6:03
  here
• 6:03
  with
• 6:04
  this
• 6:04
  store
• 6:05
  is
• 6:05
  that
• 6:06
  Sam's
• 6:06
  club
• 6:06
  is
• 6:07
  taking
• 6:07
  the
• 6:07
  audience,
• 6:08
  basically
• 6:08
  taking
• 6:08
  the
• 6:09
  audacious,
• 6:09
  audacious
• 6:10
  stance,
• 6:10
  and
• 6:10
  saying,
• 6:10
  you
• 6:11
  can't
• 6:11
  shop
• 6:11
  this
• 6:11
  store
• 6:12
  any
• 6:12
  other
• 6:12
  way.
• 6:13
  That's
• 6:13
  what's
• 6:13
  new
• 6:14
  here.
• 6:14
  And
• 6:16
  Sam's
• 6:16
  is
• 6:16
  also
• 6:16
  forcing.
• 6:18
  It's
• 6:18
  similar
• 6:18
  to
• 6:19
  what
• 6:19
  they
• 6:19
  did
• 6:19
  with
• 6:20
  Sam's
• 6:20
  Club
• 6:20
  now
• 6:21
  back
• 6:21
  in
• 6:21
  2018.
• 6:22
  The
• 6:22
  only
• 6:22
  difference
• 6:22
  is
• 6:22
  the
• 6:23
  archways.
• 6:25
  This
• 6:25
  is
• 6:25
  what's
• 6:26
  new
• 6:26
  about
• 6:26
  it.
• 6:27
  I
• 6:27
  don't
• 6:27
  know
• 6:27
  all
• 6:27
  the
• 6:28
  puts
• 6:28
  and
• 6:28
  takes
• 6:28
  involved
• 6:29
  in
• 6:29
  this,
• 6:29
  but
• 6:29
  to
• 6:29
  me,
• 6:30
  it's
• 6:30
  a
• 6:30
  logical
• 6:31
  extension
• 6:32
  of
• 6:32
  the
• 6:32
  next
• 6:33
  iteration
• 6:33
  of
• 6:33
  now
• 6:34
  as
• 6:34
  a
• 6:34
  concept
• 6:35
  store
• 6:35
  idea.
• 6:36
  And
• 6:36
  now
• 6:36
  they're
• 6:37
  bringing
• 6:37
  this
• 6:37
  grapevine
• 6:38
  store
• 6:38
  online,
• 6:38
  which
• 6:38
  is
• 6:39
  now
• 6:39
  a
• 6:39
  second
• 6:40
  concept
• 6:40
  store
• 6:40
  idea.
• 6:41
  And
• 6:41
  for
• 6:41
  that,
• 6:42
  I
• 6:42
  applaud
• 6:42
  them.
• 6:42
  It's
• 6:42
  a
• 6:43
  great
• 6:43
  way
• 6:43
  to
• 6:43
  do
• 6:44
  innovation
• 6:44
  and
• 6:44
  to
• 6:45
  learn
• 6:45
  what
• 6:46
  the
• 6:46
  more
• 6:47
  technically
• 6:47
  affluent
• 6:48
  generations
• 6:48
  are
• 6:48
  going
• 6:48
  to
• 6:49
  want
• 6:49
  from
• 6:49
  a
• 6:49
  warehouse
• 6:50
  club
• 6:50
  experience
• 6:51
  as
• 6:51
  you
• 6:51
  go
• 6:51
  forward.
• 6:51
  They're
• 6:52
  only
• 6:52
  going
• 6:52
  to
• 6:52
  learn
• 6:52
  from
• 6:52
  this,
• 6:53
  and
• 6:53
  they're
• 6:53
  going
• 6:54
  to
• 6:54
  get
• 6:54
  better
• 6:54
  at
• 6:54
  what
• 6:54
  they
• 6:54
  do,
• 6:55
  for
• 6:55
  sure.
• 6:55
  And
• 6:55
  I
• 6:55
  think
• 6:56
  that
• 6:56
  one
• 6:57
  important
• 6:57
  thing
• 6:57
  to
• 6:58
  point
• 6:58
  out
• 6:58
  here
• 6:58
  is
• 6:58
  that
• 6:59
  Sam's
• 7:00
  club
• 7:00
  is
• 7:00
  uniquely
• 7:01
  positioned
• 7:01
  to
• 7:02
  do
• 7:02
  this
• 7:02
  in
• 7:02
  a
• 7:02
  way
• 7:03
  that
• 7:03
  I
• 7:03
  think
• 7:03
  most
• 7:04
  grocers
• 7:04
  are
• 7:04
  not.
• 7:05
  And
• 7:05
  that
• 7:05
  is
• 7:05
  because
• 7:06
  they
• 7:06
  have
• 7:06
  members.
• 7:07
  It's
• 7:07
  a
• 7:07
  membership
• 7:08
  based
• 7:08
  club.
• 7:08
  So
• 7:09
  they
• 7:09
  can
• 7:09
  require
• 7:10
  that
• 7:10
  you
• 7:10
  shop
• 7:11
  this
• 7:11
  store
• 7:12
  a
• 7:12
  certain
• 7:12
  way.
• 7:13
  And
• 7:14
  I
• 7:14
  think
• 7:14
  that
• 7:14
  that's
• 7:14
  an
• 7:14
  advantage
• 7:15
  that
• 7:15
  they
• 7:15
  have.
• 7:15
  And
• 7:15
  again,
• 7:16
  to
• 7:16
  your
• 7:16
  point,
• 7:16
  is
• 7:16
  definitely
• 7:17
  worth
• 7:17
  testing.
• 7:18
  But
• 7:18
  I
• 7:18
  think
• 7:18
  it
• 7:18
  fits
• 7:18
  this
• 7:19
  overall
• 7:19
  theme
• 7:20
  here
• 7:20
  that
• 7:20
  we
• 7:20
  keep
• 7:20
  hearing
• 7:20
  about.
• 7:21
  At
• 7:21
  least
• 7:21
  I
• 7:21
  keep
• 7:21
  hearing
• 7:22
  about
• 7:22
  a
• 7:22
  grocery
• 7:22
  shop
• 7:23
  where,
• 7:23
  yes,
• 7:24
  you
• 7:24
  may
• 7:24
  have
• 7:24
  to
• 7:24
  shop
• 7:25
  with,
• 7:25
  you
• 7:25
  know,
• 7:26
  the
• 7:26
  scan
• 7:26
  and
• 7:26
  go
• 7:26
  app
• 7:27
  or
• 7:27
  the
• 7:27
  caper.
• 7:28
  Card
• 7:28
  from
• 7:29
  Instacart.
• 7:29
  But
• 7:30
  there's
• 7:30
  enough
• 7:31
  incentive
• 7:31
  now
• 7:32
  for
• 7:32
  the
• 7:32
  consumer
• 7:33
  to
• 7:33
  pay
• 7:33
  this
• 7:33
  off.
• 7:34
  And
• 7:34
  I
• 7:34
  think
• 7:34
  that's
• 7:34
  what's
• 7:35
  starting
• 7:35
  to
• 7:35
  change
• 7:36
  here
• 7:36
  with
• 7:37
  some
• 7:37
  of
• 7:37
  these
• 7:37
  required
• 7:38
  shopping
• 7:39
  tactics
• 7:39
  that
• 7:40
  we're
• 7:40
  seeing
• 7:40
  deployed
• 7:41
  by
• 7:41
  grocers
• 7:42
  and
• 7:42
  clubs.
• 7:43
  Yeah,
• 7:43
  that's
• 7:43
  a
• 7:43
  great
• 7:43
  point,
• 7:44
  too.
• 7:44
  The
• 7:44
  last
• 7:44
  thing
• 7:44
  I'd
• 7:44
  say
• 7:44
  on
• 7:44
  this
• 7:45
  one,
• 7:45
  I
• 7:45
  think
• 7:46
  the
• 7:46
  headlines
• 7:46
  are
• 7:46
  potentially
• 7:47
  giving
• 7:47
  this
• 7:47
  a
• 7:47
  little
• 7:47
  bit
• 7:48
  of
• 7:48
  a
• 7:48
  disservice
• 7:48
  to
• 7:49
  the
• 7:50
  emphasis
• 7:50
  on
• 7:50
  the
• 7:51
  checkout
• 7:51
  free
• 7:51
  nature
• 7:52
  of
• 7:52
  the
• 7:52
  store.
• 7:53
  Because
• 7:53
  I
• 7:53
  think
• 7:53
  what
• 7:53
  Sam's
• 7:54
  club
• 7:54
  is
• 7:54
  really
• 7:54
  doing
• 7:54
  here
• 7:55
  is
• 7:55
  they've
• 7:55
  created
• 7:55
  a
• 7:55
  first
• 7:56
  truly
• 7:56
  personalized
• 7:57
  digital
• 7:57
  shopping
• 7:58
  experience
• 7:58
  where
• 7:58
  they
• 7:59
  can
• 7:59
  understand
• 7:59
  everything
• 8:00
  that's
• 8:00
  happening
• 8:00
  in
• 8:00
  the
• 8:00
  store,
• 8:00
  where
• 8:01
  the
• 8:01
  customers
• 8:01
  are
• 8:01
  going,
• 8:01
  what
• 8:02
  they're
• 8:02
  scanning,
• 8:02
  what
• 8:03
  they're
• 8:03
  putting
• 8:03
  in
• 8:03
  their
• 8:03
  cart,
• 8:03
  what
• 8:03
  they're
• 8:04
  leaving
• 8:04
  the
• 8:04
  store
• 8:04
  with,
• 8:05
  and
• 8:05
  that's
• 8:05
  the
• 8:05
  power
• 8:06
  of
• 8:06
  the
• 8:06
  data.
• 8:06
  And
• 8:06
  they're
• 8:07
  also,
• 8:07
  don't
• 8:07
  forget
• 8:07
  earlier
• 8:08
  this
• 8:08
  year,
• 8:08
  a
• 8:09
  headline
• 8:09
  we
• 8:09
  didn't
• 8:09
  cover
• 8:09
  on
• 8:10
  our
• 8:10
  show.
• 8:10
  They're
• 8:10
  piping
• 8:11
  retail
• 8:11
  media
• 8:12
  into
• 8:12
  the
• 8:12
  scan
• 8:13
  and
• 8:13
  go
• 8:13
  app,
• 8:13
  which
• 8:13
  is
• 8:14
  also
• 8:14
  going
• 8:14
  to
• 8:14
  be
• 8:14
  very
• 8:14
  powerful,
• 8:15
  to
• 8:15
  your
• 8:15
  point,
• 8:15
  about
• 8:15
  keeping
• 8:16
  track
• 8:16
  of
• 8:16
  your
• 8:16
  budget
• 8:17
  as
• 8:17
  you're
• 8:17
  in
• 8:17
  the
• 8:17
  store.
• 8:17
  And
• 8:18
  the
• 8:18
  last
• 8:18
  point
• 8:18
  I
• 8:19
  make,
• 8:19
  and
• 8:19
  I
• 8:19
  think
• 8:19
  this
• 8:19
  is
• 8:19
  really
• 8:19
  important,
• 8:21
  they're
• 8:21
  way
• 8:21
  ahead
• 8:22
  of
• 8:22
  Costco
• 8:22
  on
• 8:22
  this.
• 8:23
  Yes.
• 8:23
  Like,
• 8:23
  Costco
• 8:24
  hasn't
• 8:24
  even
• 8:25
  sniffed
• 8:25
  in
• 8:25
  any
• 8:26
  of
• 8:26
  these
• 8:26
  directions.
• 8:27
  And
• 8:27
  so
• 8:27
  when
• 8:28
  you
• 8:28
  think
• 8:28
  about
• 8:28
  this
• 8:29
  ten
• 8:29
  or
• 8:29
  15
• 8:30
  years
• 8:30
  down
• 8:30
  the
• 8:30
  line,
• 8:31
  then
• 8:31
  it
• 8:31
  becomes
• 8:32
  really
• 8:32
  powerful.
• 8:32
  Yep.
• 8:33
  All
• 8:33
  right,
• 8:34
  headline
• 8:34
  number
• 8:34
  two.
• 8:35
  Instacart
• 8:36
  has
• 8:36
  added
• 8:37
  games
• 8:37
  and
• 8:37
  personalized
• 8:38
  coupons
• 8:39
  to
• 8:39
  its
• 8:39
  smart
• 8:40
  cards.
• 8:40
  Do
• 8:41
  you
• 8:41
  think
• 8:41
  the
• 8:41
  Instacart
• 8:41
  people
• 8:42
  can
• 8:42
  hear
• 8:42
  us
• 8:42
  over
• 8:43
  there?
• 8:43
  I
• 8:43
  think
• 8:43
  they
• 8:43
  can.
• 8:44
  I
• 8:44
  think
• 8:44
  they
• 8:44
  can.
• 8:44
  I
• 8:45
  think
• 8:45
  they
• 8:45
  should.
• 8:45
  Come
• 8:45
  on
• 8:45
  over.
• 8:46
  We're
• 8:46
  talking
• 8:46
  about
• 8:46
  you,
• 8:47
  Instacart.
• 8:47
  Come
• 8:47
  on
• 8:48
  over.
• 8:48
  Because
• 8:48
  we're
• 8:48
  gonna
• 8:48
  tell
• 8:48
  it
• 8:49
  like
• 8:49
  it
• 8:49
  is.
• 8:49
  All
• 8:49
  right.
• 8:50
  According
• 8:50
  to
• 8:50
  grocery
• 8:50
  Dive,
• 8:51
  Instacart
• 8:52
  announced
• 8:52
  Monday
• 8:53
  three
• 8:53
  new
• 8:53
  capabilities
• 8:54
  for
• 8:54
  its
• 8:54
  tech
• 8:55
  integrated
• 8:55
  shopping
• 8:56
  carts.
• 8:56
  And
• 8:56
  are
• 8:57
  you
• 8:57
  ready?
• 8:57
  One,
• 8:58
  gamification.
• 8:59
  Yes.
• 8:59
  Two,
• 9:00
  location
• 9:00
  based
• 9:01
  coupons.
• 9:01
  I
• 9:01
  like
• 9:02
  coupons.
• 9:02
  And
• 9:02
  three,
• 9:03
  quote
• 9:04
  aisle
• 9:04
  aware
• 9:05
  advertising
• 9:06
  format.
• 9:07
  With
• 9:07
  the
• 9:07
  new
• 9:07
  features,
• 9:08
  customers
• 9:08
  can
• 9:08
  embark
• 9:09
  on
• 9:09
  interactive,
• 9:10
  quote
• 9:10
  gamified
• 9:11
  quests
• 9:12
  that
• 9:12
  Instacart
• 9:13
  says
• 9:13
  will
• 9:13
  make
• 9:13
  grocery
• 9:14
  shopping
• 9:14
  feel
• 9:15
  like
• 9:15
  an
• 9:15
  adventure.
• 9:16
  Yeah,
• 9:17
  I
• 9:17
  can't
• 9:17
  wait
• 9:17
  for
• 9:17
  that.
• 9:18
  And
• 9:18
  yes,
• 9:19
  this
• 9:19
  is
• 9:20
  also
• 9:20
  our
• 9:20
  put
• 9:20
  you
• 9:20
  on
• 9:21
  the
• 9:21
  spot
• 9:21
  question
• 9:22
  of
• 9:22
  the
• 9:22
  week,
• 9:22
  which,
• 9:22
  for
• 9:22
  those
• 9:23
  of
• 9:23
  you
• 9:23
  who
• 9:23
  have
• 9:23
  not
• 9:23
  heard
• 9:24
  our
• 9:24
  podcast,
• 9:24
  is
• 9:24
  the
• 9:25
  question
• 9:25
  that
• 9:25
  we
• 9:25
  get
• 9:26
  on
• 9:26
  the
• 9:26
  spot
• 9:26
  from
• 9:27
  the
• 9:27
  A
• 9:27
  and
• 9:27
  M
• 9:27
  consumer
• 9:28
  and
• 9:28
  retail
• 9:28
  group
• 9:28
  each
• 9:29
  and
• 9:29
  every
• 9:29
  week.
• 9:29
  And
• 9:30
  here
• 9:30
  it
• 9:30
  is.
• 9:31
  This
• 9:32
  week,
• 9:32
  you
• 9:33
  interviewed
• 9:33
  Instacart's
• 9:34
  chief
• 9:35
  connected
• 9:35
  stores
• 9:36
  officer
• 9:36
  at
• 9:36
  grocery
• 9:37
  shop.
• 9:37
  Mister
• 9:37
  David
• 9:37
  McIntosh.
• 9:38
  We
• 9:38
  did
• 9:39
  and
• 9:39
  discussed
• 9:39
  these
• 9:40
  enhancements
• 9:41
  from
• 9:41
  that
• 9:41
  conversation.
• 9:42
  Do
• 9:43
  you
• 9:43
  believe
• 9:43
  that
• 9:43
  Capercart's
• 9:44
  gamification
• 9:45
  is
• 9:45
  an
• 9:45
  effective
• 9:46
  way
• 9:46
  to
• 9:46
  get
• 9:46
  consumers
• 9:47
  over
• 9:47
  the
• 9:47
  hump
• 9:48
  of
• 9:48
  using
• 9:49
  smart
• 9:49
  carts?
• 9:50
  And
• 9:50
  can
• 9:51
  they
• 9:51
  truly,
• 9:51
  joyfully
• 9:52
  enhance
• 9:53
  two
• 9:53
  adverbs,
• 9:54
  truly,
• 9:54
  joyfully
• 9:54
  enhance
• 9:55
  the
• 9:55
  standard
• 9:56
  grocery
• 9:56
  trip,
• 9:57
  which
• 9:57
  has
• 9:57
  been
• 9:57
  historically
• 9:58
  thought
• 9:58
  of
• 9:58
  as
• 9:58
  mundane
• 9:59
  and
• 10:00
  one
• 10:00
  to
• 10:00
  get
• 10:00
  through
• 10:00
  as
• 10:01
  quickly
• 10:01
  as
• 10:01
  possible?
• 10:03
  Okay,
• 10:03
  so
• 10:03
  this
• 10:03
  is
• 10:04
  a
• 10:04
  very
• 10:05
  multi
• 10:06
  part
• 10:06
  question
• 10:06
  here,
• 10:07
  so
• 10:07
  let
• 10:07
  me
• 10:07
  break
• 10:07
  this
• 10:08
  down
• 10:08
  quickly.
• 10:09
  Number
• 10:09
  one,
• 10:09
  do
• 10:09
  I
• 10:09
  think
• 10:10
  that
• 10:10
  gamification
• 10:11
  is
• 10:11
  going
• 10:11
  to
• 10:11
  get
• 10:11
  people
• 10:11
  over
• 10:12
  the
• 10:12
  hump?
• 10:13
  That's
• 10:13
  a
• 10:13
  stretch
• 10:13
  for
• 10:14
  me.
• 10:14
  I
• 10:14
  think
• 10:14
  that
• 10:15
  once
• 10:15
  they
• 10:15
  use
• 10:16
  it,
• 10:17
  then
• 10:17
  yes.
• 10:18
  So
• 10:18
  you
• 10:18
  still
• 10:18
  gotta
• 10:18
  get
• 10:18
  people
• 10:18
  to
• 10:19
  use
• 10:19
  it.
• 10:19
  I
• 10:19
  think,
• 10:19
  like
• 10:20
  we
• 10:20
  talked
• 10:20
  to
• 10:20
  David
• 10:20
  about
• 10:21
  yesterday,
• 10:21
  like,
• 10:22
  yes,
• 10:22
  if
• 10:23
  you
• 10:23
  can
• 10:23
  get
• 10:23
  a
• 10:23
  streak
• 10:23
  going,
• 10:24
  yes,
• 10:25
  I
• 10:25
  would
• 10:25
  start
• 10:25
  to
• 10:26
  use
• 10:26
  the
• 10:26
  cart
• 10:26
  more
• 10:26
  frequently.
• 10:27
  I
• 10:27
  mean,
• 10:27
  all
• 10:27
  the
• 10:28
  data
• 10:28
  that
• 10:28
  Instacarts
• 10:29
  put
• 10:29
  together
• 10:30
  shows
• 10:30
  that
• 10:30
  once
• 10:31
  you
• 10:31
  start
• 10:31
  using
• 10:31
  these
• 10:31
  carts,
• 10:32
  you
• 10:32
  continue
• 10:32
  to
• 10:32
  use
• 10:32
  them.
• 10:33
  The
• 10:33
  NPR
• 10:33
  or
• 10:34
  NP's
• 10:34
  score
• 10:34
  is
• 10:35
  high.
• 10:35
  People
• 10:36
  get
• 10:36
  value
• 10:37
  from
• 10:37
  being
• 10:38
  served
• 10:38
  up
• 10:38
  coupons
• 10:38
  in
• 10:39
  real
• 10:39
  time
• 10:39
  as
• 10:39
  they're
• 10:39
  walking
• 10:40
  through
• 10:40
  the
• 10:40
  store.
• 10:40
  So
• 10:41
  I
• 10:41
  like
• 10:41
  this
• 10:42
  idea.
• 10:42
  I
• 10:42
  still
• 10:43
  think
• 10:43
  that,
• 10:43
  you
• 10:43
  know,
• 10:43
  from
• 10:44
  the
• 10:44
  retailers
• 10:44
  that
• 10:44
  we
• 10:44
  talked
• 10:45
  to
• 10:45
  that
• 10:45
  are
• 10:45
  using
• 10:45
  them,
• 10:45
  like,
• 10:46
  it's
• 10:46
  still
• 10:46
  getting
• 10:46
  people
• 10:47
  to
• 10:47
  use
• 10:47
  them.
• 10:47
  So
• 10:48
  that's
• 10:48
  number,
• 10:48
  that's
• 10:48
  number
• 10:49
  one.
• 10:49
  Right.
• 10:50
  I
• 10:51
  think
• 10:51
  that
• 10:51
  it
• 10:51
  will
• 10:52
  enhance
• 10:52
  the
• 10:52
  grocery
• 10:53
  shopping
• 10:53
  trip
• 10:54
  because
• 10:54
  you're
• 10:55
  getting
• 10:55
  money
• 10:56
  back
• 10:56
  in
• 10:57
  real
• 10:57
  time.
• 10:57
  Right.
• 10:58
  It's
• 10:58
  helping
• 10:58
  you
• 10:58
  get
• 10:59
  through
• 10:59
  the
• 10:59
  store.
• 10:59
  And
• 11:00
  I,
• 11:00
  we
• 11:01
  both
• 11:01
  looked
• 11:01
  at
• 11:01
  the
• 11:01
  cart
• 11:01
  yesterday.
• 11:02
  I
• 11:02
  have
• 11:02
  to
• 11:02
  say,
• 11:03
  like,
• 11:03
  that's,
• 11:03
  we're
• 11:04
  going
• 11:04
  to
• 11:04
  be
• 11:04
  on
• 11:04
  stage
• 11:04
  later
• 11:04
  today
• 11:05
  talking
• 11:05
  about,
• 11:05
  like,
• 11:05
  what
• 11:06
  our
• 11:06
  most
• 11:07
  surprising
• 11:07
  technology
• 11:08
  is
• 11:08
  of
• 11:09
  the
• 11:09
  show.
• 11:09
  And
• 11:09
  this
• 11:10
  is
• 11:10
  one
• 11:10
  of
• 11:10
  the
• 11:10
  caper
• 11:11
  cart
• 11:11
  is
• 11:11
  one
• 11:11
  of
• 11:11
  my
• 11:12
  most
• 11:12
  surprising
• 11:12
  technologies.
• 11:13
  I've
• 11:13
  kind
• 11:13
  of
• 11:13
  written
• 11:14
  it
• 11:14
  off
• 11:14
  and
• 11:14
  now
• 11:14
  we're
• 11:15
  looking
• 11:15
  at
• 11:15
  it
• 11:15
  again
• 11:15
  and
• 11:15
  seeing
• 11:16
  the
• 11:16
  benefits
• 11:16
  that
• 11:16
  it's
• 11:16
  providing.
• 11:18
  I
• 11:18
  would
• 11:18
  say
• 11:18
  overall,
• 11:19
  I
• 11:19
  think
• 11:20
  that,
• 11:20
  yes,
• 11:20
  this
• 11:21
  is
• 11:21
  going
• 11:21
  to
• 11:21
  be
• 11:22
  a
• 11:22
  more
• 11:22
  joyful
• 11:23
  shopping
• 11:23
  experience.
• 11:24
  Gamification
• 11:25
  is
• 11:25
  a
• 11:25
  cool
• 11:25
  way
• 11:25
  to
• 11:25
  do
• 11:25
  it.
• 11:26
  It's
• 11:26
  still
• 11:26
  going
• 11:27
  to
• 11:27
  take
• 11:27
  some
• 11:27
  effort,
• 11:27
  though,
• 11:28
  to
• 11:28
  get
• 11:28
  mass
• 11:29
  adoption
• 11:30
  and
• 11:30
  scale.
• 11:31
  What
• 11:32
  do
• 11:32
  you
• 11:32
  think,
• 11:32
  though?
• 11:33
  Yeah,
• 11:33
  the
• 11:33
  cart's
• 11:34
  growing
• 11:34
  on
• 11:34
  me.
• 11:34
  It
• 11:35
  really
• 11:35
  is
• 11:35
  the
• 11:35
  whole
• 11:35
  idea.
• 11:36
  Yeah.
• 11:36
  And
• 11:36
  you
• 11:36
  know
• 11:36
  what?
• 11:37
  One
• 11:37
  of
• 11:37
  the
• 11:37
  most
• 11:38
  interesting
• 11:38
  sessions
• 11:38
  that
• 11:38
  I
• 11:39
  sat
• 11:39
  in
• 11:39
  was
• 11:40
  when
• 11:40
  Pepsi's
• 11:40
  vp
• 11:41
  of
• 11:41
  digital
• 11:41
  commerce
• 11:42
  was
• 11:42
  case
• 11:43
  studies
• 11:43
  for
• 11:43
  the
• 11:43
  application
• 11:44
  of
• 11:44
  retail
• 11:44
  media
• 11:45
  in
• 11:45
  store.
• 11:46
  And
• 11:46
  it
• 11:46
  was
• 11:46
  funny
• 11:46
  because
• 11:47
  the
• 11:47
  two
• 11:47
  he
• 11:47
  singled
• 11:47
  out
• 11:48
  were
• 11:48
  the
• 11:48
  Sam's
• 11:49
  club
• 11:49
  scan
• 11:50
  and
• 11:50
  go
• 11:50
  app
• 11:51
  and
• 11:51
  the
• 11:51
  Capercart.
• 11:52
  Yeah.
• 11:52
  And
• 11:52
  that's
• 11:52
  because
• 11:53
  you
• 11:53
  can
• 11:53
  actually
• 11:53
  measure
• 11:54
  the
• 11:54
  impact
• 11:54
  that
• 11:55
  both
• 11:55
  of
• 11:55
  those
• 11:55
  are
• 11:55
  having.
• 11:55
  So
• 11:56
  they're
• 11:56
  both
• 11:56
  a
• 11:57
  great
• 11:57
  conduit
• 11:57
  to
• 11:58
  achieve
• 11:58
  what
• 11:59
  you're
• 11:59
  trying
• 11:59
  to
• 11:59
  achieve,
• 11:59
  which
• 11:59
  is
• 12:00
  the
• 12:00
  personalized
• 12:00
  physical
• 12:00
  shopping
• 12:01
  experience.
• 12:01
  Right.
• 12:02
  But
• 12:02
  so
• 12:02
  the
• 12:02
  question
• 12:02
  to
• 12:02
  me
• 12:03
  still
• 12:03
  comes
• 12:03
  down
• 12:03
  to,
• 12:03
  and
• 12:04
  this
• 12:04
  is
• 12:04
  why
• 12:04
  it's
• 12:04
  great,
• 12:04
  because
• 12:04
  it's
• 12:05
  like,
• 12:05
  let's
• 12:05
  take
• 12:05
  the
• 12:05
  Pepsi
• 12:06
  challenge
• 12:06
  literally
• 12:06
  on
• 12:07
  which
• 12:07
  one
• 12:07
  of
• 12:07
  these
• 12:07
  ideas
• 12:08
  is
• 12:08
  best.
• 12:09
  Right?
• 12:09
  Sam's
• 12:09
  club
• 12:10
  sees
• 12:10
  30%
• 12:10
  adoption
• 12:11
  on
• 12:11
  scan
• 12:11
  and
• 12:11
  go.
• 12:11
  Like
• 12:12
  I
• 12:12
  said
• 12:12
  before,
• 12:13
  Capercart's
• 12:14
  adoption
• 12:14
  is
• 12:15
  growing,
• 12:16
  but
• 12:16
  it's
• 12:16
  still
• 12:16
  not
• 12:16
  at
• 12:16
  that
• 12:17
  level.
• 12:17
  David
• 12:17
  McIntosh
• 12:18
  said,
• 12:18
  what?
• 12:18
  In
• 12:18
  their
• 12:18
  best
• 12:19
  store,
• 12:19
  10%
• 12:20
  of
• 12:20
  transactions
• 12:21
  are
• 12:21
  going
• 12:21
  through
• 12:21
  the
• 12:21
  capercart.
• 12:22
  So
• 12:23
  my
• 12:23
  thought
• 12:23
  exercise
• 12:24
  is,
• 12:25
  you
• 12:25
  know,
• 12:25
  why
• 12:26
  doesn't
• 12:26
  a
• 12:26
  grocer
• 12:27
  have
• 12:28
  the
• 12:28
  guts
• 12:28
  to
• 12:28
  do
• 12:29
  what
• 12:29
  Sam's
• 12:29
  club
• 12:29
  is
• 12:30
  doing
• 12:30
  and
• 12:30
  go
• 12:30
  all
• 12:30
  in
• 12:31
  on
• 12:31
  the
• 12:31
  cart?
• 12:31
  Like,
• 12:32
  you
• 12:33
  could
• 12:33
  force
• 12:33
  the
• 12:33
  customers
• 12:34
  to
• 12:34
  use
• 12:34
  the
• 12:34
  cart.
• 12:34
  They
• 12:34
  could
• 12:35
  still
• 12:35
  use
• 12:35
  the
• 12:35
  cart.
• 12:35
  It's
• 12:36
  still
• 12:36
  a
• 12:36
  cart.
• 12:37
  Right?
• 12:37
  They
• 12:37
  don't
• 12:38
  have
• 12:38
  to
• 12:38
  use
• 12:38
  the
• 12:39
  screen
• 12:39
  if
• 12:39
  they
• 12:39
  don't
• 12:39
  want
• 12:40
  to.
• 12:40
  They
• 12:40
  can
• 12:40
  choose
• 12:40
  to.
• 12:41
  But
• 12:41
  I
• 12:41
  wonder
• 12:42
  if
• 12:42
  there
• 12:42
  are
• 12:42
  other
• 12:42
  fundamental
• 12:43
  things
• 12:43
  that
• 12:43
  are
• 12:43
  preventing
• 12:44
  groceries
• 12:44
  from
• 12:44
  taking
• 12:44
  that
• 12:45
  approach.
• 12:45
  It's
• 12:45
  an
• 12:45
  expensive
• 12:46
  cart.
• 12:46
  It's
• 12:46
  an
• 12:46
  expensive
• 12:47
  cart.
• 12:47
  You
• 12:47
  got
• 12:47
  to
• 12:47
  recharge
• 12:48
  the
• 12:48
  cart.
• 12:49
  You
• 12:49
  got
• 12:49
  it.
• 12:50
  There's
• 12:50
  nowhere
• 12:50
  to
• 12:50
  put
• 12:50
  a
• 12:50
  kit
• 12:51
  in
• 12:51
  the
• 12:51
  cart
• 12:51
  necessarily.
• 12:52
  Without
• 12:52
  an
• 12:53
  add
• 12:53
  on,
• 12:53
  there's
• 12:53
  no
• 12:54
  place
• 12:54
  to
• 12:54
  put
• 12:54
  the
• 12:54
  water
• 12:54
  bottles
• 12:55
  as
• 12:55
  well.
• 12:55
  The
• 12:55
  business
• 12:56
  model
• 12:56
  comes
• 12:56
  into
• 12:56
  play
• 12:57
  in
• 12:57
  terms
• 12:57
  of
• 12:57
  how
• 12:58
  instacarts
• 12:58
  work
• 12:58
  with
• 12:58
  the
• 12:58
  groceries,
• 12:59
  too.
• 12:59
  So
• 12:59
  there's
• 13:00
  all
• 13:00
  these
• 13:00
  factors.
• 13:01
  But
• 13:01
  I'm
• 13:01
  waiting
• 13:01
  for
• 13:02
  the
• 13:02
  day
• 13:02
  where
• 13:02
  someone
• 13:03
  gets
• 13:03
  as
• 13:03
  audacious
• 13:03
  as
• 13:04
  Sam's
• 13:04
  club
• 13:04
  and
• 13:04
  says,
• 13:05
  let's
• 13:05
  take
• 13:05
  this
• 13:05
  Pepsi
• 13:05
  challenge
• 13:06
  and
• 13:07
  see
• 13:07
  what
• 13:07
  happens
• 13:07
  here.
• 13:07
  Because
• 13:08
  I
• 13:08
  think,
• 13:08
  to
• 13:08
  your
• 13:08
  point,
• 13:08
  if
• 13:09
  people
• 13:09
  use
• 13:09
  it,
• 13:10
  they
• 13:10
  really
• 13:11
  like
• 13:11
  it.
• 13:11
  So
• 13:11
  let's
• 13:11
  get
• 13:12
  people
• 13:12
  using
• 13:12
  it.
• 13:12
  More
• 13:13
  people
• 13:13
  like
• 13:13
  it.
• 13:14
  They
• 13:14
  use
• 13:14
  it.
• 13:14
  The
• 13:15
  retail
• 13:15
  media
• 13:15
  payoff
• 13:16
  is
• 13:16
  there.
• 13:16
  40%
• 13:17
  of
• 13:17
  people
• 13:17
  are
• 13:18
  using
• 13:18
  the
• 13:18
  digital
• 13:19
  coupons
• 13:19
  from
• 13:20
  the
• 13:20
  cart
• 13:20
  that
• 13:20
  weren't
• 13:20
  before.
• 13:21
  Like,
• 13:21
  there's
• 13:22
  clearly
• 13:22
  an
• 13:22
  RoI
• 13:23
  there.
• 13:23
  It's
• 13:24
  just,
• 13:24
  how
• 13:24
  do
• 13:24
  you
• 13:24
  get
• 13:24
  the
• 13:25
  upfront
• 13:25
  capital
• 13:25
  to
• 13:26
  support
• 13:26
  it?
• 13:26
  And
• 13:26
  which
• 13:27
  grocer
• 13:27
  out
• 13:27
  there
• 13:28
  of
• 13:28
  all
• 13:28
  of
• 13:28
  you
• 13:28
  in
• 13:29
  grocery
• 13:29
  shop
• 13:29
  land
• 13:30
  are
• 13:30
  going
• 13:30
  to
• 13:30
  try
• 13:30
  it
• 13:30
  first?
• 13:31
  Chris
• 13:31
  dares
• 13:31
  you.
• 13:32
  I
• 13:32
  dare
• 13:32
  you.
• 13:33
  Yes.
• 13:33
  Right.
• 13:33
  All
• 13:33
  right,
• 13:34
  let's
• 13:34
  go
• 13:34
  to.
• 13:35
  Let's
• 13:35
  go
• 13:35
  to
• 13:35
  headline
• 13:36
  number
• 13:36
  three.
• 13:36
  Whole
• 13:37
  Foods
• 13:37
  daily
• 13:38
  shops
• 13:38
  will
• 13:39
  not
• 13:39
  feature
• 13:40
  Amazon
• 13:41
  just
• 13:41
  walk
• 13:41
  out
• 13:42
  technology,
• 13:42
  according
• 13:42
  to
• 13:43
  grocery
• 13:43
  dive.
• 13:43
  Again,
• 13:44
  Christina
• 13:44
  Minardi,
• 13:45
  executive
• 13:45
  vice
• 13:46
  president
• 13:46
  of
• 13:46
  growth
• 13:46
  and
• 13:47
  development
• 13:47
  for
• 13:47
  Whole
• 13:47
  Foods
• 13:48
  in
• 13:48
  Amazon,
• 13:48
  said
• 13:48
  during
• 13:49
  a
• 13:49
  store
• 13:49
  tour
• 13:50
  ahead
• 13:50
  of
• 13:50
  the
• 13:50
  opening
• 13:50
  day
• 13:51
  of
• 13:51
  the
• 13:51
  first
• 13:51
  daily
• 13:51
  shop,
• 13:52
  it
• 13:52
  isn't
• 13:53
  suitable
• 13:53
  for
• 13:53
  a
• 13:54
  retail
• 13:54
  space
• 13:55
  that
• 13:55
  frequently
• 13:55
  changes
• 13:56
  and
• 13:56
  rotates
• 13:57
  displays.
• 13:58
  Minardi
• 13:58
  reportedly
• 13:59
  said
• 13:59
  that
• 13:59
  the
• 13:59
  technology
• 14:00
  was,
• 14:00
  quote,
• 14:01
  cumbersome,
• 14:02
  end
• 14:02
  quote.
• 14:02
  And
• 14:02
  that
• 14:03
  quote,
• 14:03
  if
• 14:03
  you
• 14:04
  have
• 14:04
  a
• 14:04
  bin
• 14:04
  of
• 14:04
  tomatoes
• 14:05
  and
• 14:05
  you
• 14:05
  want
• 14:06
  to
• 14:06
  all
• 14:06
  of
• 14:06
  a
• 14:07
  sudden
• 14:07
  just
• 14:07
  build
• 14:07
  some
• 14:08
  mozzarella
• 14:08
  on
• 14:09
  an
• 14:09
  ice
• 14:09
  bin
• 14:09
  and
• 14:09
  you
• 14:10
  can't
• 14:10
  because
• 14:10
  that
• 14:10
  has
• 14:11
  to
• 14:11
  be
• 14:11
  mapped
• 14:11
  to
• 14:11
  the
• 14:12
  cameras
• 14:12
  and
• 14:13
  it
• 14:13
  takes
• 14:13
  weeks,
• 14:14
  end
• 14:14
  quote.
• 14:16
  That's
• 14:16
  not
• 14:16
  very
• 14:17
  flexible.
• 14:17
  Chris,
• 14:18
  what
• 14:18
  does
• 14:19
  this
• 14:19
  news
• 14:20
  signal,
• 14:20
  do
• 14:20
  you
• 14:20
  believe?
• 14:21
  Is
• 14:21
  it
• 14:21
  the
• 14:21
  death
• 14:22
  nail
• 14:22
  of
• 14:22
  just
• 14:22
  walk
• 14:23
  out
• 14:23
  deployments
• 14:23
  within
• 14:23
  grocery
• 14:24
  bum,
• 14:25
  bum,
• 14:25
  bum?
• 14:26
  Oh,
• 14:26
  man.
• 14:27
  And
• 14:27
  I
• 14:27
  think
• 14:28
  it,
• 14:28
  honestly,
• 14:28
  I
• 14:28
  think
• 14:29
  it
• 14:29
  might.
• 14:29
  And
• 14:29
  kudos
• 14:30
  to
• 14:30
  the
• 14:30
  grocery
• 14:30
  dive
• 14:30
  team
• 14:30
  for
• 14:31
  getting
• 14:31
  that
• 14:31
  quote.
• 14:31
  I
• 14:31
  mean,
• 14:31
  that's,
• 14:32
  that's,
• 14:32
  that's
• 14:33
  kind
• 14:33
  of
• 14:33
  really
• 14:33
  salacious.
• 14:34
  Like,
• 14:34
  the
• 14:34
  whole
• 14:35
  system
• 14:35
  is
• 14:35
  cumbersome.
• 14:36
  It's
• 14:36
  not
• 14:37
  great,
• 14:37
  for
• 14:37
  lack
• 14:37
  of
• 14:37
  a
• 14:37
  better
• 14:37
  word.
• 14:38
  So
• 14:38
  I
• 14:39
  think
• 14:39
  it
• 14:39
  does
• 14:39
  potentially
• 14:40
  signal
• 14:40
  the
• 14:40
  end
• 14:40
  here.
• 14:40
  You
• 14:40
  know,
• 14:41
  we've
• 14:41
  already
• 14:41
  talked
• 14:42
  about
• 14:42
  two
• 14:42
  other
• 14:42
  options
• 14:43
  on
• 14:43
  this
• 14:43
  show
• 14:44
  that
• 14:44
  from
• 14:44
  the
• 14:44
  retailer
• 14:45
  and
• 14:45
  the
• 14:45
  CPG
• 14:45
  perspective
• 14:46
  give
• 14:46
  you
• 14:46
  the
• 14:46
  same
• 14:47
  level
• 14:47
  of
• 14:47
  insight
• 14:48
  that
• 14:48
  Amazon's
• 14:49
  just
• 14:49
  walk
• 14:49
  out
• 14:49
  technology
• 14:50
  does.
• 14:51
  We
• 14:51
  haven't
• 14:51
  even
• 14:51
  brought
• 14:52
  robotics
• 14:52
  into
• 14:52
  the
• 14:53
  discussion
• 14:53
  yet
• 14:53
  on
• 14:53
  the
• 14:54
  inventory
• 14:54
  side
• 14:54
  of
• 14:55
  things,
• 14:55
  which
• 14:55
  is
• 14:55
  much
• 14:56
  cheaper
• 14:56
  to
• 14:56
  deploy
• 14:57
  than
• 14:57
  a
• 14:58
  fixed
• 14:58
  position
• 14:58
  camera
• 14:59
  system
• 14:59
  as
• 14:59
  well,
• 15:00
  like
• 15:00
  schnucks
• 15:01
  is
• 15:01
  using,
• 15:01
  and
• 15:02
  BJ's
• 15:02
  and
• 15:02
  other
• 15:03
  grocers
• 15:03
  are
• 15:03
  starting
• 15:03
  to
• 15:04
  get
• 15:04
  on
• 15:04
  the
• 15:04
  trend
• 15:04
  with
• 15:04
  that,
• 15:05
  too.
• 15:05
  So
• 15:05
  at
• 15:06
  the
• 15:07
  end
• 15:07
  of
• 15:07
  the
• 15:07
  day,
• 15:07
  the
• 15:08
  idea
• 15:08
  of
• 15:09
  being
• 15:09
  able
• 15:09
  to
• 15:09
  just
• 15:10
  walk
• 15:10
  out
• 15:10
  of
• 15:10
  the
• 15:11
  store
• 15:11
  as
• 15:11
  the
• 15:11
  selling
• 15:12
  point
• 15:12
  or
• 15:12
  as
• 15:12
  the
• 15:12
  differentiation
• 15:13
  point
• 15:14
  against
• 15:14
  all
• 15:14
  these
• 15:14
  other
• 15:15
  technological
• 15:15
  options
• 15:16
  doesn't
• 15:17
  seem
• 15:17
  like
• 15:17
  it
• 15:17
  stacks
• 15:18
  up
• 15:18
  to
• 15:18
  me
• 15:18
  anymore.
• 15:19
  Yeah,
• 15:20
  it's
• 15:20
  a
• 15:20
  big
• 15:21
  bummer,
• 15:21
  too,
• 15:21
  I
• 15:21
  think
• 15:22
  from
• 15:22
  my
• 15:22
  perspective,
• 15:23
  because
• 15:23
  especially
• 15:23
  in
• 15:24
  these
• 15:24
  daily
• 15:24
  shops,
• 15:24
  they're
• 15:25
  meant
• 15:25
  to
• 15:25
  be
• 15:25
  like
• 15:26
  just
• 15:26
  a
• 15:27
  leg
• 15:27
  up
• 15:27
  on
• 15:28
  Amazon
• 15:28
  go
• 15:28
  shops.
• 15:29
  It
• 15:29
  is
• 15:30
  a
• 15:30
  place
• 15:30
  where
• 15:30
  you
• 15:30
  would
• 15:30
  want
• 15:30
  this
• 15:31
  technology
• 15:31
  to
• 15:32
  work
• 15:32
  because
• 15:33
  it's
• 15:33
  that
• 15:33
  quick
• 15:33
  in
• 15:34
  and
• 15:34
  out
• 15:34
  trip.
• 15:34
  You're
• 15:34
  just
• 15:35
  doing
• 15:36
  top
• 15:36
  up
• 15:37
  shopping
• 15:37
  throughout
• 15:37
  the
• 15:38
  week
• 15:38
  on
• 15:39
  the
• 15:39
  way
• 15:39
  to
• 15:39
  or
• 15:39
  from
• 15:40
  work
• 15:40
  or
• 15:40
  whatnot.
• 15:41
  But
• 15:41
  I
• 15:42
  think
• 15:42
  the
• 15:42
  issue
• 15:43
  for
• 15:43
  me
• 15:43
  here
• 15:43
  is
• 15:44
  that,
• 15:45
  yes,
• 15:46
  it's
• 15:46
  going
• 15:47
  to
• 15:47
  be
• 15:47
  a
• 15:47
  difficult
• 15:48
  road
• 15:48
  ahead
• 15:48
  for
• 15:48
  them
• 15:49
  to
• 15:49
  sell
• 15:49
  this
• 15:49
  technology
• 15:50
  to
• 15:50
  other
• 15:50
  grocers,
• 15:51
  especially
• 15:51
  when,
• 15:52
  you
• 15:52
  know,
• 15:52
  more
• 15:52
  grocers
• 15:53
  are
• 15:53
  trying
• 15:53
  to
• 15:53
  look
• 15:53
  for
• 15:54
  flexibility
• 15:54
  like
• 15:54
  you
• 15:54
  were
• 15:55
  talking
• 15:55
  about,
• 15:55
  and
• 15:55
  scan
• 15:55
  and
• 15:56
  go
• 15:56
  and
• 15:56
  carts
• 15:56
  provide
• 15:57
  that.
• 15:58
  I
• 15:58
  just,
• 15:58
  I
• 15:58
  think
• 15:59
  that
• 15:59
  it
• 15:59
  doesn't
• 15:59
  mean
• 15:59
  it's
• 16:00
  not
• 16:00
  going
• 16:00
  to
• 16:00
  work.
• 16:01
  I
• 16:01
  just
• 16:01
  think
• 16:01
  where
• 16:01
  we
• 16:02
  are
• 16:02
  currently,
• 16:03
  Amazon's
• 16:04
  engineering
• 16:04
  teams
• 16:05
  have
• 16:05
  a
• 16:05
  lot
• 16:05
  of
• 16:06
  work
• 16:07
  of
• 16:07
  experimentation,
• 16:08
  and
• 16:09
  there
• 16:09
  has
• 16:09
  to
• 16:09
  be
• 16:09
  a
• 16:09
  lot
• 16:10
  of
• 16:10
  reduction
• 16:10
  in
• 16:10
  hardware
• 16:11
  costs
• 16:11
  as
• 16:11
  well,
• 16:12
  compute
• 16:12
  costs
• 16:13
  as
• 16:13
  well,
• 16:13
  to
• 16:13
  make
• 16:14
  this
• 16:14
  what
• 16:15
  they
• 16:15
  want
• 16:15
  it
• 16:15
  to
• 16:15
  be.
• 16:16
  Yeah,
• 16:16
  and
• 16:16
  it
• 16:16
  just
• 16:17
  fundamentally
• 16:17
  has
• 16:17
  to
• 16:17
  work
• 16:17
  so
• 16:18
  different
• 16:18
  than
• 16:19
  to
• 16:19
  that
• 16:20
  point.
• 16:20
  What's
• 16:20
  the
• 16:20
  Runway
• 16:21
  for
• 16:21
  that,
• 16:21
  you
• 16:21
  know.
• 16:21
  And
• 16:22
  as
• 16:22
  an
• 16:22
  aside,
• 16:23
  too,
• 16:23
  because
• 16:23
  we
• 16:24
  have
• 16:24
  time,
• 16:24
  the
• 16:24
  show's
• 16:24
  running
• 16:25
  pretty
• 16:25
  fast.
• 16:26
  Like,
• 16:26
  what
• 16:27
  is
• 16:27
  Amazon's
• 16:27
  grocery
• 16:28
  strategy?
• 16:28
  Did
• 16:28
  you
• 16:28
  understand
• 16:29
  it
• 16:29
  yesterday
• 16:29
  when
• 16:30
  Claire
• 16:30
  Peters
• 16:30
  talked
• 16:31
  about
• 16:31
  it
• 16:31
  on
• 16:31
  stage?
• 16:31
  Because
• 16:32
  I
• 16:33
  left
• 16:33
  more
• 16:33
  confused
• 16:34
  than
• 16:34
  I
• 16:34
  was
• 16:34
  going
• 16:35
  into
• 16:35
  that
• 16:35
  session.
• 16:36
  Yeah,
• 16:36
  there
• 16:36
  was
• 16:36
  not
• 16:36
  a
• 16:36
  clear
• 16:37
  answer
• 16:37
  to
• 16:38
  that.
• 16:39
  She
• 16:39
  definitely
• 16:39
  outlined
• 16:40
  all
• 16:40
  of
• 16:40
  the
• 16:41
  places
• 16:41
  and
• 16:42
  things
• 16:42
  that
• 16:42
  you
• 16:42
  can
• 16:42
  do
• 16:43
  in
• 16:43
  an
• 16:43
  Amazon
• 16:43
  store,
• 16:44
  like
• 16:44
  returning
• 16:44
  packages.
• 16:46
  You
• 16:46
  can
• 16:47
  get
• 16:47
  delivery,
• 16:48
  but
• 16:48
  there's
• 16:49
  still
• 16:49
  a
• 16:49
  cost
• 16:49
  for
• 16:50
  that.
• 16:50
  And
• 16:50
  I
• 16:50
  think
• 16:50
  that's
• 16:50
  the
• 16:50
  other
• 16:51
  part
• 16:51
  of
• 16:51
  this,
• 16:51
  too,
• 16:51
  that
• 16:52
  wasn't
• 16:52
  addressed
• 16:53
  yesterday.
• 16:53
  Is
• 16:54
  that
• 16:54
  grocery.
• 16:56
  Yes,
• 16:56
  you
• 16:56
  have
• 16:56
  prime,
• 16:57
  but
• 16:57
  it's
• 16:57
  an
• 16:57
  extra
• 16:58
  charge,
• 16:59
  extra
• 16:59
  monthly
• 16:59
  charge
• 17:00
  for
• 17:00
  prime
• 17:00
  members
• 17:00
  to
• 17:01
  get
• 17:01
  some
• 17:01
  of
• 17:01
  those
• 17:02
  grocery
• 17:02
  store,
• 17:02
  to
• 17:02
  get
• 17:02
  access
• 17:02
  to
• 17:03
  the
• 17:03
  grocery
• 17:03
  discount.
• 17:04
  And
• 17:06
  all
• 17:06
  in
• 17:06
  all,
• 17:06
  to
• 17:06
  me,
• 17:07
  it's
• 17:07
  still
• 17:07
  easier
• 17:07
  to
• 17:08
  go
• 17:08
  to
• 17:08
  a
• 17:08
  mass
• 17:08
  merchant
• 17:09
  like
• 17:09
  a
• 17:09
  Walmart
• 17:09
  and
• 17:10
  get
• 17:10
  all
• 17:10
  of
• 17:10
  those
• 17:10
  things
• 17:11
  done
• 17:11
  in
• 17:11
  one
• 17:11
  spot
• 17:11
  and
• 17:12
  on
• 17:12
  a
• 17:12
  timeline
• 17:13
  that
• 17:13
  suits
• 17:13
  me.
• 17:13
  It's
• 17:13
  definitely
• 17:14
  cheaper
• 17:14
  right
• 17:14
  now,
• 17:16
  you
• 17:16
  know?
• 17:16
  And
• 17:16
  you
• 17:16
  know
• 17:16
  I'm
• 17:17
  a
• 17:17
  big
• 17:17
  fan
• 17:17
  of
• 17:17
  logic
• 17:18
  chains,
• 17:18
  right?
• 17:18
  You
• 17:18
  know,
• 17:18
  I
• 17:19
  always
• 17:19
  drive
• 17:19
  you
• 17:19
  crazy.
• 17:20
  I
• 17:20
  just
• 17:21
  didn't
• 17:21
  know.
• 17:21
  I
• 17:21
  mean,
• 17:21
  you
• 17:21
  always
• 17:22
  drive
• 17:22
  me
• 17:22
  crazy.
• 17:23
  Not
• 17:23
  specifically
• 17:24
  related
• 17:24
  to
• 17:24
  logic
• 17:24
  chains
• 17:25
  all
• 17:25
  the
• 17:25
  time,
• 17:25
  but
• 17:25
  yes,
• 17:26
  one
• 17:26
  of
• 17:26
  the
• 17:26
  factors,
• 17:27
  right?
• 17:27
  Yeah,
• 17:27
  but
• 17:27
  yeah,
• 17:28
  the
• 17:28
  logic
• 17:28
  chain
• 17:28
  just
• 17:28
  didn't
• 17:29
  make
• 17:29
  sense
• 17:29
  to
• 17:29
  me.
• 17:29
  Like,
• 17:29
  she
• 17:29
  was
• 17:30
  upstairs
• 17:30
  up
• 17:30
  on
• 17:30
  stage
• 17:31
  saying,
• 17:31
  like,
• 17:32
  grocery
• 17:32
  shopping
• 17:32
  has
• 17:32
  gotten
• 17:33
  so
• 17:33
  difficult
• 17:33
  in
• 17:33
  the
• 17:34
  last
• 17:34
  20
• 17:34
  years.
• 17:34
  And
• 17:34
  I
• 17:34
  was
• 17:35
  like,
• 17:35
  really
• 17:35
  has.
• 17:36
  It
• 17:36
  feels
• 17:36
  like
• 17:36
  we
• 17:36
  have
• 17:36
  all
• 17:37
  these
• 17:37
  options
• 17:37
  that
• 17:37
  make
• 17:37
  it
• 17:37
  so
• 17:38
  much
• 17:38
  simpler
• 17:38
  and
• 17:38
  in
• 17:38
  the
• 17:38
  flow
• 17:39
  of
• 17:39
  our
• 17:39
  lives.
• 17:39
  So
• 17:39
  that's
• 17:39
  number
• 17:40
  one.
• 17:40
  And
• 17:40
  then
• 17:41
  number
• 17:41
  two,
• 17:41
  she
• 17:41
  also
• 17:41
  said
• 17:41
  something
• 17:42
  to
• 17:42
  the
• 17:42
  effect
• 17:42
  of,
• 17:42
  like,
• 17:43
  people
• 17:43
  go
• 17:43
  to
• 17:43
  five
• 17:44
  or
• 17:44
  six
• 17:44
  grocery
• 17:45
  stores,
• 17:45
  you
• 17:45
  know,
• 17:45
  on
• 17:45
  a
• 17:45
  weekend,
• 17:46
  and
• 17:46
  we
• 17:46
  want
• 17:46
  to
• 17:46
  simplify
• 17:47
  that.
• 17:47
  And
• 17:47
  I'm
• 17:47
  like,
• 17:47
  but
• 17:48
  wait,
• 17:48
  you're
• 17:48
  opening
• 17:48
  up
• 17:49
  another
• 17:49
  physical
• 17:49
  store
• 17:50
  for
• 17:50
  them
• 17:50
  to
• 17:50
  go
• 17:50
  into.
• 17:51
  Like,
• 17:51
  where
• 17:51
  does.
• 17:51
  I
• 17:52
  don't,
• 17:52
  I
• 17:52
  just
• 17:52
  don't
• 17:52
  get
• 17:52
  it.
• 17:53
  It
• 17:53
  doesn't
• 17:53
  stack
• 17:53
  up.
• 17:53
  But
• 17:53
  anyway,
• 17:54
  let's
• 17:55
  get
• 17:55
  back
• 17:55
  to
• 17:55
  the
• 17:55
  headlines.
• 17:55
  All
• 17:55
  right,
• 17:56
  let's
• 17:56
  get
• 17:56
  back
• 17:56
  to
• 17:56
  the
• 17:56
  headlines.
• 17:57
  All
• 17:57
  right,
• 17:57
  let
• 17:58
  me
• 17:58
  find
• 17:58
  my
• 17:58
  spot.
• 17:59
  And
• 17:59
  I
• 17:59
  lost
• 18:00
  my
• 18:00
  spot.
• 18:00
  All
• 18:01
  right,
• 18:01
  here
• 18:01
  we
• 18:01
  go.
• 18:02
  Headline
• 18:03
  four.
• 18:03
  Google
• 18:04
  has
• 18:04
  enabled
• 18:05
  new
• 18:05
  shoppable
• 18:06
  visual
• 18:06
  search
• 18:07
  features
• 18:07
  in
• 18:08
  time
• 18:08
  for
• 18:08
  the
• 18:08
  holidays,
• 18:09
  according
• 18:09
  to
• 18:10
  chain
• 18:10
  storage.
• 18:10
  Google,
• 18:11
  which
• 18:11
  initially
• 18:11
  began
• 18:12
  connecting
• 18:12
  its
• 18:12
  lens
• 18:13
  image
• 18:13
  recognition
• 18:14
  tool
• 18:14
  to
• 18:14
  shopping
• 18:15
  activities
• 18:15
  in
• 18:15
  2021,
• 18:16
  is
• 18:17
  now
• 18:17
  releasing
• 18:17
  several
• 18:18
  new
• 18:18
  e
• 18:18
  commerce
• 18:18
  features
• 18:19
  for
• 18:19
  Google
• 18:19
  lens
• 18:20
  users
• 18:20
  in
• 18:20
  reaction
• 18:21
  to
• 18:21
  data
• 18:21
  which
• 18:22
  indicates
• 18:22
  20%
• 18:23
  of
• 18:24
  all
• 18:24
  Google
• 18:24
  lens
• 18:25
  searches
• 18:25
  are
• 18:25
  shopping
• 18:26
  related.
• 18:26
  Wow.
• 18:27
  Starting
• 18:27
  Friday,
• 18:28
  October
• 18:28
  4
• 18:28
  for
• 18:29
  Android
• 18:29
  and
• 18:29
  iOS
• 18:29
  devices
• 18:30
  in
• 18:30
  select
• 18:31
  countries.
• 18:31
  Lens
• 18:32
  is
• 18:32
  prominently
• 18:32
  displaying
• 18:33
  key
• 18:33
  information
• 18:34
  when
• 18:34
  it
• 18:35
  identifies
• 18:35
  the
• 18:35
  product
• 18:36
  in
• 18:36
  a
• 18:36
  user's
• 18:36
  photo.
• 18:37
  This
• 18:37
  means,
• 18:38
  Anne,
• 18:38
  a
• 18:38
  consumer
• 18:38
  can
• 18:39
  tap
• 18:39
  the
• 18:39
  lens
• 18:39
  icon
• 18:40
  in
• 18:40
  the
• 18:40
  search
• 18:40
  bar
• 18:41
  and
• 18:41
  snap
• 18:41
  or
• 18:42
  upload
• 18:42
  a
• 18:42
  photo
• 18:42
  to
• 18:42
  instantly
• 18:43
  see
• 18:43
  details
• 18:43
  like
• 18:44
  price
• 18:44
  across
• 18:44
  retailers,
• 18:45
  current
• 18:46
  deals,
• 18:46
  product
• 18:46
  reviews,
• 18:47
  and
• 18:47
  where
• 18:47
  to
• 18:48
  buy
• 18:48
  in
• 18:48
  one
• 18:48
  place.
• 18:49
  In
• 18:49
  addition,
• 18:50
  a
• 18:51
  new
• 18:51
  feature
• 18:51
  called
• 18:52
  Circle
• 18:52
  to
• 18:52
  search.
• 18:53
  Yep,
• 18:53
  I
• 18:53
  like
• 18:54
  the
• 18:54
  sound
• 18:54
  of
• 18:54
  that.
• 18:55
  Lets
• 18:55
  lens
• 18:55
  users
• 18:56
  move
• 18:56
  from
• 18:56
  browsing
• 18:57
  the
• 18:57
  web,
• 18:57
  watching
• 18:58
  videos,
• 18:58
  or
• 18:58
  scrolling
• 18:59
  social
• 18:59
  media
• 19:00
  into
• 19:00
  image
• 19:00
  based
• 19:01
  shopping
• 19:01
  without
• 19:02
  switching
• 19:02
  apps.
• 19:03
  Consumers
• 19:03
  can
• 19:03
  long
• 19:04
  press
• 19:04
  the
• 19:04
  home
• 19:05
  button
• 19:05
  or
• 19:05
  navigation
• 19:05
  bar
• 19:06
  on
• 19:06
  select
• 19:06
  Android
• 19:06
  devices,
• 19:07
  then
• 19:07
  circle,
• 19:08
  scribble
• 19:08
  or
• 19:08
  tap
• 19:09
  a
• 19:09
  product
• 19:09
  on
• 19:09
  the
• 19:09
  screen
• 19:10
  to
• 19:10
  find
• 19:10
  similar
• 19:11
  options
• 19:11
  and
• 19:11
  then
• 19:11
  add
• 19:12
  finally,
• 19:12
  there's
• 19:13
  a
• 19:13
  lot
• 19:13
  going
• 19:13
  on.
• 19:14
  I
• 19:14
  know
• 19:14
  you
• 19:14
  want
• 19:15
  more.
• 19:15
  Yes,
• 19:15
  I
• 19:15
  know.
• 19:16
  If
• 19:16
  it
• 19:16
  has
• 19:17
  to
• 19:17
  do
• 19:17
  with
• 19:17
  Google
• 19:17
  Lens,
• 19:18
  I
• 19:18
  know.
• 19:18
  Yes.
• 19:19
  Okay.
• 19:19
  And
• 19:19
  finally,
• 19:20
  Lens
• 19:21
  also
• 19:21
  now
• 19:21
  makes
• 19:21
  it
• 19:22
  possible
• 19:22
  to
• 19:22
  search
• 19:22
  with
• 19:23
  text
• 19:23
  and
• 19:23
  images
• 19:24
  at
• 19:24
  the
• 19:24
  same
• 19:25
  time.
• 19:25
  For
• 19:25
  example,
• 19:26
  Ann,
• 19:26
  you
• 19:27
  could
• 19:27
  take
• 19:27
  a
• 19:27
  photo
• 19:27
  of
• 19:27
  a
• 19:28
  chair
• 19:28
  with
• 19:28
  lens
• 19:29
  and
• 19:29
  add
• 19:29
  words
• 19:30
  to
• 19:30
  narrow
• 19:30
  your
• 19:31
  search
• 19:31
  like
• 19:32
  brown
• 19:32
  or
• 19:32
  velvet.
• 19:33
  Because
• 19:34
  who
• 19:34
  doesn't
• 19:35
  want
• 19:35
  to
• 19:35
  ask
• 19:36
  themselves
• 19:36
  in
• 19:36
  velvet?
• 19:37
  And
• 19:37
  for
• 19:37
  all
• 19:37
  you
• 19:37
  Seinfeld
• 19:38
  fans
• 19:38
  out
• 19:38
  there,
• 19:39
  so
• 19:39
  my
• 19:39
  question
• 19:39
  to
• 19:39
  you
• 19:40
  is
• 19:40
  this.
• 19:40
  You
• 19:41
  are
• 19:41
  the
• 19:41
  biggest
• 19:42
  visual
• 19:42
  search
• 19:42
  fangirl
• 19:43
  that
• 19:43
  I
• 19:43
  know.
• 19:43
  Absolutely.
• 19:44
  Will
• 19:44
  this
• 19:45
  change
• 19:45
  how
• 19:45
  you
• 19:45
  shop
• 19:46
  for
• 19:46
  your
• 19:46
  friends
• 19:46
  and
• 19:46
  family
• 19:47
  and
• 19:47
  even
• 19:47
  for
• 19:47
  yourself
• 19:48
  this
• 19:49
  coming
• 19:49
  holiday?
• 19:51
  I,
• 19:51
  we,
• 19:52
  last
• 19:52
  week
• 19:52
  you
• 19:53
  talked
• 19:53
  about
• 19:53
  your
• 19:54
  headline
• 19:54
  of
• 19:54
  the
• 19:54
  year.
• 19:55
  This
• 19:55
  might
• 19:55
  be
• 19:55
  one
• 19:56
  of
• 19:56
  my
• 19:57
  contestants
• 19:57
  in
• 19:57
  the
• 19:57
  running
• 19:58
  for
• 19:58
  headline
• 19:58
  of
• 19:58
  the
• 19:58
  year
• 19:59
  because
• 20:00
  especially
• 20:01
  this,
• 20:02
  like
• 20:02
  last
• 20:02
  couple
• 20:02
  days
• 20:03
  at
• 20:03
  grocery
• 20:03
  shop.
• 20:04
  I
• 20:04
  am
• 20:04
  shocked
• 20:05
  at
• 20:05
  how
• 20:06
  many
• 20:06
  companies
• 20:07
  that
• 20:07
  I've
• 20:07
  talked
• 20:07
  to
• 20:08
  here,
• 20:08
  how
• 20:08
  many
• 20:08
  retailers,
• 20:09
  from
• 20:09
  club
• 20:10
  retailers
• 20:10
  to
• 20:11
  grocery
• 20:12
  retailers
• 20:13
  are
• 20:13
  starting
• 20:14
  to
• 20:14
  change
• 20:14
  the
• 20:14
  way
• 20:15
  that
• 20:15
  we
• 20:15
  search
• 20:15
  for
• 20:15
  product.
• 20:16
  I
• 20:16
  mean,
• 20:17
  I
• 20:17
  think
• 20:17
  you
• 20:17
  ask
• 20:17
  how
• 20:18
  many
• 20:18
  people
• 20:18
  have,
• 20:19
  have
• 20:19
  gone
• 20:19
  on
• 20:19
  to
• 20:20
  Amazon
• 20:20
  or
• 20:20
  who
• 20:21
  have
• 20:21
  searched
• 20:21
  a
• 20:21
  question
• 20:22
  on
• 20:22
  Google
• 20:22
  recently
• 20:23
  and
• 20:23
  you
• 20:23
  get
• 20:24
  Gemini's
• 20:24
  results.
• 20:25
  It's
• 20:25
  already
• 20:25
  training
• 20:26
  us.
• 20:26
  And
• 20:27
  for
• 20:27
  me
• 20:27
  personally,
• 20:28
  I
• 20:28
  think
• 20:28
  surprisingly
• 20:29
  how
• 20:30
  quickly
• 20:30
  I'm
• 20:30
  getting
• 20:31
  used
• 20:31
  to
• 20:31
  expecting
• 20:32
  that
• 20:32
  quick
• 20:33
  search
• 20:33
  results.
• 20:34
  The
• 20:34
  same
• 20:34
  way
• 20:35
  that
• 20:35
  I
• 20:35
  would
• 20:36
  go
• 20:36
  into
• 20:36
  a
• 20:36
  store
• 20:37
  and
• 20:37
  ask
• 20:38
  an
• 20:38
  associate
• 20:39
  in
• 20:39
  the
• 20:39
  store
• 20:39
  a
• 20:39
  question
• 20:40
  and
• 20:40
  I'm
• 20:41
  not
• 20:41
  getting
• 20:41
  served
• 20:42
  5000
• 20:42
  different
• 20:43
  products.
• 20:43
  When
• 20:43
  I
• 20:44
  search
• 20:44
  for
• 20:44
  coffee
• 20:45
  makers
• 20:45
  like
• 20:45
  Paymin
• 20:46
  Najati
• 20:46
  from
• 20:46
  own
• 20:47
  it,
• 20:47
  he
• 20:47
  does
• 20:48
  a
• 20:48
  really
• 20:48
  good
• 20:48
  job
• 20:48
  of
• 20:48
  explaining
• 20:49
  what
• 20:49
  if
• 20:49
  you
• 20:49
  went
• 20:50
  into
• 20:51
  a
• 20:51
  Best
• 20:51
  Buy
• 20:52
  store
• 20:52
  and
• 20:52
  you
• 20:52
  said,
• 20:53
  I'd
• 20:53
  like
• 20:53
  to
• 20:54
  know
• 20:54
  about
• 20:54
  your
• 20:54
  coffee
• 20:54
  makers.
• 20:55
  And
• 20:55
  the
• 20:55
  associate
• 20:56
  just
• 20:57
  showed
• 20:57
  you
• 20:58
  3000
• 20:59
  coffee
• 20:59
  makers
• 20:59
  and
• 20:59
  was
• 21:00
  like,
• 21:00
  good
• 21:00
  luck,
• 21:00
  goodbye,
• 21:01
  see
• 21:01
  you
• 21:02
  later.
• 21:02
  That's
• 21:02
  not
• 21:02
  going
• 21:02
  to
• 21:02
  happen.
• 21:02
  Figure
• 21:02
  it
• 21:03
  out
• 21:03
  for
• 21:03
  yourself.
• 21:03
  And
• 21:03
  so
• 21:04
  what
• 21:04
  I
• 21:04
  love
• 21:04
  about
• 21:05
  what
• 21:05
  Google
• 21:05
  Lens
• 21:05
  is
• 21:06
  doing
• 21:06
  here
• 21:06
  is
• 21:06
  that
• 21:07
  it's
• 21:07
  like
• 21:08
  making
• 21:08
  search
• 21:09
  so
• 21:09
  much
• 21:09
  simpler.
• 21:10
  And
• 21:10
  it's
• 21:10
  really
• 21:10
  capitalizing
• 21:11
  on
• 21:12
  how
• 21:12
  I
• 21:12
  think
• 21:12
  we're
• 21:12
  going
• 21:12
  to
• 21:13
  start
• 21:13
  to
• 21:13
  search
• 21:13
  differently
• 21:14
  as
• 21:15
  consumers
• 21:15
  and
• 21:16
  retailers
• 21:16
  are
• 21:16
  getting
• 21:16
  the
• 21:17
  punchline
• 21:17
  to
• 21:17
  the
• 21:17
  joke
• 21:17
  because
• 21:18
  everybody's
• 21:19
  starting
• 21:19
  to
• 21:19
  explore
• 21:19
  this
• 21:20
  in
• 21:20
  one
• 21:20
  way
• 21:20
  or
• 21:20
  another
• 21:21
  because
• 21:21
  it
• 21:22
  does
• 21:22
  simplify
• 21:23
  the
• 21:23
  online
• 21:23
  search
• 21:24
  process.
• 21:24
  I
• 21:24
  mean,
• 21:24
  come
• 21:25
  on.
• 21:25
  Can
• 21:25
  you
• 21:25
  imagine
• 21:25
  if
• 21:26
  I
• 21:26
  was
• 21:26
  like,
• 21:26
  took
• 21:27
  a
• 21:27
  picture
• 21:27
  of
• 21:27
  your
• 21:27
  jacket,
• 21:28
  like,
• 21:28
  I'm
• 21:28
  going
• 21:28
  to
• 21:28
  do
• 21:28
  it
• 21:29
  today
• 21:30
  at
• 21:30
  the
• 21:30
  airport?
• 21:31
  Like
• 21:31
  I
• 21:31
  took
• 21:31
  a
• 21:32
  picture
• 21:32
  of
• 21:32
  some
• 21:32
  woman's
• 21:33
  purse
• 21:33
  last
• 21:33
  night
• 21:33
  at
• 21:34
  dinner
• 21:34
  and
• 21:34
  I
• 21:34
  was
• 21:34
  like,
• 21:35
  ooh,
• 21:35
  I
• 21:35
  wonder
• 21:35
  who
• 21:35
  makes
• 21:36
  that
• 21:36
  bag.
• 21:36
  Visual
• 21:37
  search.
• 21:37
  Pull
• 21:37
  it
• 21:38
  up.
• 21:39
  I
• 21:39
  want
• 21:39
  to
• 21:39
  know
• 21:39
  if
• 21:40
  they
• 21:40
  have
• 21:40
  that
• 21:40
  in
• 21:40
  red.
• 21:40
  And
• 21:41
  then
• 21:41
  it's
• 21:41
  searching
• 21:41
  the
• 21:42
  entire
• 21:42
  database,
• 21:43
  which
• 21:43
  is
• 21:43
  the
• 21:43
  second
• 21:43
  part
• 21:44
  of
• 21:44
  it.
• 21:44
  It's
• 21:44
  not
• 21:44
  just
• 21:45
  Amazon
• 21:46
  search
• 21:46
  now
• 21:46
  where
• 21:47
  you're
• 21:47
  getting
• 21:47
  the
• 21:47
  products
• 21:48
  on
• 21:48
  Amazon.
• 21:48
  It's
• 21:49
  everything
• 21:49
  in
• 21:49
  the
• 21:50
  Google
• 21:50
  universe
• 21:51
  that
• 21:51
  you're
• 21:51
  shopping.
• 21:52
  And
• 21:52
  that's
• 21:52
  the
• 21:53
  other
• 21:53
  key
• 21:53
  part
• 21:53
  of
• 21:53
  this
• 21:53
  that
• 21:54
  I
• 21:54
  think
• 21:54
  is
• 21:54
  so
• 21:54
  remarkable.
• 21:55
  Right,
• 21:55
  right.
• 21:55
  Yes.
• 21:56
  You
• 21:56
  are
• 21:56
  the
• 21:56
  biggest
• 21:57
  Google
• 21:57
  lens
• 21:57
  fan
• 21:58
  there
• 21:58
  is.
• 21:58
  Talk
• 21:59
  to
• 21:59
  me
• 21:59
  about
• 21:59
  it
• 21:59
  after
• 22:00
  the
• 22:00
  podcast,
• 22:00
  people.
• 22:01
  So
• 22:01
  headline
• 22:01
  of
• 22:01
  the
• 22:02
  year,
• 22:02
  huh?
• 22:02
  That's
• 22:02
  how
• 22:02
  big
• 22:03
  you
• 22:03
  think
• 22:03
  this
• 22:03
  is?
• 22:03
  I
• 22:03
  think
• 22:03
  it's
• 22:04
  major.
• 22:04
  Okay.
• 22:05
  I
• 22:05
  would
• 22:05
  say
• 22:05
  more,
• 22:05
  the
• 22:06
  more
• 22:06
  the
• 22:06
  change
• 22:07
  to
• 22:07
  how
• 22:07
  we
• 22:07
  as
• 22:08
  consumers
• 22:08
  search
• 22:08
  for
• 22:08
  products
• 22:09
  being
• 22:09
  the,
• 22:09
  like,
• 22:10
  subtext.
• 22:11
  I
• 22:11
  don't
• 22:11
  know
• 22:11
  if
• 22:11
  I'm
• 22:12
  there
• 22:12
  with
• 22:12
  you
• 22:12
  on
• 22:12
  that
• 22:12
  because,
• 22:13
  you
• 22:13
  know,
• 22:13
  visual
• 22:13
  search,
• 22:14
  you
• 22:14
  and
• 22:14
  I've
• 22:14
  been
• 22:14
  talking
• 22:14
  about
• 22:14
  it
• 22:14
  for
• 22:14
  a
• 22:15
  long
• 22:15
  time,
• 22:15
  but
• 22:16
  the
• 22:16
  last
• 22:16
  point
• 22:17
  is
• 22:17
  what
• 22:17
  was
• 22:17
  really
• 22:17
  interesting
• 22:17
  to
• 22:18
  me,
• 22:18
  what
• 22:18
  you
• 22:18
  said,
• 22:18
  because
• 22:19
  we
• 22:19
  talk
• 22:19
  all
• 22:20
  the
• 22:20
  time
• 22:20
  on
• 22:20
  the
• 22:20
  show
• 22:20
  about
• 22:20
  the
• 22:21
  battle
• 22:21
  between
• 22:21
  Amazon
• 22:22
  and
• 22:22
  Walmart,
• 22:22
  and
• 22:22
  Jason
• 22:22
  Del
• 22:23
  Rey
• 22:23
  wrote
• 22:23
  a
• 22:23
  whole
• 22:23
  book
• 22:23
  on
• 22:24
  that
• 22:24
  topic
• 22:25
  and
• 22:25
  you
• 22:25
  even
• 22:25
  alluded
• 22:25
  to
• 22:25
  it
• 22:26
  in
• 22:26
  one
• 22:26
  of
• 22:26
  the
• 22:26
  previous
• 22:27
  headlines.
• 22:27
  But
• 22:28
  the
• 22:28
  real
• 22:28
  battle
• 22:29
  when
• 22:29
  it
• 22:29
  comes
• 22:29
  to
• 22:29
  digital
• 22:29
  commerce
• 22:30
  is
• 22:30
  still
• 22:31
  between
• 22:31
  Google
• 22:32
  and
• 22:32
  Amazon,
• 22:33
  here
• 22:33
  in
• 22:33
  the
• 22:33
  US
• 22:34
  particularly.
• 22:34
  And
• 22:34
  TikTok
• 22:35
  is
• 22:35
  closing
• 22:35
  in
• 22:35
  on
• 22:36
  that
• 22:36
  too,
• 22:36
  to
• 22:36
  some
• 22:36
  degree.
• 22:36
  YouTube.
• 22:37
  Yeah.
• 22:40
  But
• 22:40
  I
• 22:40
  think
• 22:41
  it
• 22:41
  was
• 22:41
  funny
• 22:41
  that
• 22:41
  Amazon
• 22:42
  also,
• 22:42
  if
• 22:43
  you
• 22:43
  remember
• 22:43
  earlier
• 22:44
  in
• 22:44
  the
• 22:44
  week,
• 22:44
  announced
• 22:45
  what
• 22:45
  was
• 22:45
  basically
• 22:45
  a
• 22:46
  virtual
• 22:46
  carbon
• 22:47
  copy
• 22:47
  of
• 22:48
  these
• 22:48
  same
• 22:48
  features.
• 22:49
  I
• 22:49
  don't
• 22:49
  think
• 22:49
  they
• 22:49
  called
• 22:49
  it
• 22:50
  circle
• 22:50
  with
• 22:50
  search
• 22:51
  or
• 22:51
  whatever
• 22:51
  the
• 22:51
  hell
• 22:51
  it
• 22:51
  was
• 22:51
  called,
• 22:51
  but
• 22:51
  it
• 22:52
  was
• 22:52
  like
• 22:52
  maybe.
• 22:52
  Something
• 22:52
  like
• 22:53
  that,
• 22:53
  Rufus's
• 22:53
  microscope,
• 22:54
  something,
• 22:55
  Rufus.
• 22:56
  Laughs
• 22:56
  it
• 22:56
  up
• 22:56
  or
• 22:56
  something.
• 22:57
  I
• 22:57
  don't
• 22:57
  know.
• 22:57
  But,
• 22:57
  but
• 22:58
  so,
• 22:58
  but
• 22:58
  then
• 22:58
  when
• 22:59
  you
• 22:59
  get
• 22:59
  to,
• 22:59
  when
• 22:59
  you
• 22:59
  start
• 22:59
  thinking
• 23:00
  long
• 23:00
  term
• 23:00
  again,
• 23:00
  1015
• 23:01
  year
• 23:01
  horizon,
• 23:01
  who
• 23:02
  wins?
• 23:03
  I
• 23:03
  feel
• 23:03
  like
• 23:03
  Amazon
• 23:03
  gets
• 23:04
  left
• 23:04
  holding
• 23:04
  the
• 23:04
  bag
• 23:04
  on
• 23:04
  this
• 23:05
  because
• 23:05
  Google
• 23:05
  has
• 23:06
  so
• 23:06
  much
• 23:06
  more
• 23:06
  information
• 23:07
  available
• 23:08
  about
• 23:08
  commerce,
• 23:09
  about
• 23:09
  pricing,
• 23:10
  about
• 23:10
  where
• 23:10
  you
• 23:10
  can
• 23:10
  get
• 23:11
  things
• 23:11
  than
• 23:11
  Amazon
• 23:12
  does,
• 23:13
  that
• 23:13
  you
• 23:13
  wonder
• 23:13
  if
• 23:13
  over
• 23:14
  time,
• 23:14
  more
• 23:14
  of
• 23:15
  the
• 23:15
  volume
• 23:15
  doesn't
• 23:15
  migrate
• 23:16
  towards
• 23:16
  them
• 23:17
  or
• 23:17
  through
• 23:17
  them
• 23:18
  to
• 23:18
  other
• 23:18
  retailers
• 23:19
  than
• 23:19
  Amazon.
• 23:19
  So
• 23:19
  I
• 23:19
  don't
• 23:20
  like,
• 23:20
  so
• 23:20
  net
• 23:21
  net,
• 23:21
  I
• 23:21
  mean,
• 23:21
  two
• 23:21
  headlines
• 23:22
  here.
• 23:22
  I
• 23:22
  don't
• 23:22
  necessarily
• 23:22
  like
• 23:22
  the
• 23:23
  position
• 23:23
  of
• 23:23
  Amazon
• 23:24
  in
• 23:24
  grocery
• 23:25
  and
• 23:25
  in
• 23:25
  the
• 23:26
  realm
• 23:26
  of
• 23:27
  ongoing
• 23:27
  search
• 23:27
  too.
• 23:28
  Right.
• 23:28
  I
• 23:28
  mean,
• 23:28
  they've
• 23:28
  been
• 23:29
  leading
• 23:29
  for
• 23:29
  so
• 23:29
  long,
• 23:30
  it's,
• 23:30
  people
• 23:31
  are
• 23:31
  catching
• 23:31
  up
• 23:31
  now.
• 23:31
  I
• 23:32
  think
• 23:32
  the
• 23:32
  last
• 23:32
  thing
• 23:33
  I
• 23:33
  would
• 23:33
  say
• 23:33
  though,
• 23:33
  too,
• 23:33
  Chris,
• 23:34
  is
• 23:34
  again,
• 23:34
  this
• 23:35
  is
• 23:35
  all
• 23:35
  dependent
• 23:36
  on
• 23:36
  how
• 23:36
  much
• 23:36
  the
• 23:37
  retailers
• 23:37
  are
• 23:37
  investing
• 23:38
  in
• 23:38
  this
• 23:38
  too,
• 23:39
  from
• 23:39
  their
• 23:39
  side
• 23:39
  of
• 23:40
  things.
• 23:40
  I
• 23:40
  mean,
• 23:40
  I
• 23:40
  think
• 23:41
  I,
• 23:41
  the
• 23:42
  experience
• 23:43
  of
• 23:43
  Google
• 23:43
  Lens
• 23:43
  is
• 23:44
  only
• 23:44
  as
• 23:44
  good
• 23:44
  as
• 23:45
  the
• 23:45
  products
• 23:45
  that
• 23:46
  are
• 23:46
  served
• 23:47
  up
• 23:47
  when
• 23:47
  you
• 23:47
  do
• 23:47
  that.
• 23:47
  Yeah,
• 23:48
  you
• 23:48
  can
• 23:48
  only
• 23:48
  find
• 23:48
  that
• 23:48
  bag
• 23:49
  if
• 23:49
  it's
• 23:49
  available
• 23:49
  online
• 23:50
  with
• 23:50
  the
• 23:50
  picture.
• 23:51
  Exactly.
• 23:51
  So
• 23:52
  I
• 23:52
  think
• 23:52
  that's
• 23:52
  the
• 23:52
  other
• 23:53
  part
• 23:53
  of
• 23:53
  this
• 23:53
  too,
• 23:54
  where
• 23:54
  we're
• 23:54
  really
• 23:54
  going
• 23:55
  to
• 23:55
  have
• 23:55
  to
• 23:55
  start
• 23:55
  to
• 23:55
  see
• 23:56
  manufacturers
• 23:57
  and
• 23:58
  retailers
• 23:58
  start
• 23:59
  to
• 23:59
  work
• 23:59
  together
• 23:59
  really
• 23:59
  closely
• 24:00
  to
• 24:00
  make
• 24:00
  sure
• 24:00
  that
• 24:01
  their
• 24:01
  products
• 24:01
  are
• 24:02
  being
• 24:02
  served
• 24:02
  up
• 24:02
  in
• 24:03
  the
• 24:03
  right
• 24:03
  way.
• 24:03
  That's
• 24:04
  right.
• 24:04
  All
• 24:05
  right,
• 24:05
  well,
• 24:05
  let's
• 24:05
  go
• 24:05
  to
• 24:05
  headline
• 24:06
  number
• 24:06
  five.
• 24:06
  Chris
• 24:07
  Kroger
• 24:07
  has
• 24:08
  revealed
• 24:08
  that
• 24:09
  boost
• 24:09
  by
• 24:09
  Kroger
• 24:10
  plus
• 24:10
  will
• 24:10
  now
• 24:10
  include
• 24:11
  Disney
• 24:11
  streaming
• 24:12
  options
• 24:12
  as
• 24:12
  part
• 24:13
  of
• 24:13
  its
• 24:13
  annual
• 24:14
  membership
• 24:15
  subscriptions.
• 24:15
  According
• 24:16
  to
• 24:16
  Progressive
• 24:17
  grocer,
• 24:17
  for
• 24:17
  its
• 24:17
  $99
• 24:18
  a
• 24:18
  year
• 24:19
  plan,
• 24:19
  new
• 24:19
  enrollees
• 24:20
  and
• 24:20
  existing
• 24:20
  members
• 24:21
  may
• 24:21
  select
• 24:21
  a
• 24:21
  complimentary
• 24:22
  subscription
• 24:23
  to
• 24:23
  Disney
• 24:24
  Basic
• 24:24
  with
• 24:25
  ads,
• 24:25
  Hulu
• 24:26
  with
• 24:26
  ads,
• 24:26
  or
• 24:27
  ESPN
• 24:27
  plus
• 24:27
  for
• 24:28
  the
• 24:28
  duration
• 24:28
  of
• 24:28
  their
• 24:28
  dollar
• 24:29
  99
• 24:29
  annual
• 24:30
  membership.
• 24:31
  For
• 24:31
  its
• 24:31
  dollar
• 24:31
  59
• 24:32
  plan,
• 24:32
  new
• 24:32
  enrollees
• 24:33
  and
• 24:33
  existing
• 24:33
  members
• 24:34
  may
• 24:34
  select
• 24:34
  a
• 24:34
  complimentary
• 24:35
  one
• 24:35
  time,
• 24:36
  six
• 24:36
  month
• 24:36
  subscription
• 24:37
  to
• 24:37
  Disney
• 24:38
  Basic
• 24:39
  with
• 24:39
  ads,
• 24:39
  Hulu
• 24:40
  with
• 24:40
  ads
• 24:40
  or
• 24:40
  ESPN
• 24:41
  Plus.
• 24:41
  Chris
• 24:42
  Kroger
• 24:43
  landed
• 24:43
  Disney.
• 24:44
  It's
• 24:45
  big
• 24:45
  news.
• 24:46
  Yeah.
• 24:46
  So
• 24:46
  what
• 24:46
  do
• 24:46
  you
• 24:47
  think
• 24:47
  this
• 24:47
  means
• 24:47
  for
• 24:47
  the
• 24:48
  retail
• 24:48
  subscription
• 24:49
  landscape?
• 24:51
  Oh,
• 24:51
  wow.
• 24:51
  I
• 24:51
  mean,
• 24:52
  if
• 24:52
  you're
• 24:52
  scoring
• 24:52
  at
• 24:52
  home,
• 24:53
  and
• 24:53
  let's
• 24:53
  score
• 24:53
  this
• 24:53
  at
• 24:54
  home.
• 24:54
  Yes.
• 24:54
  You've
• 24:55
  got
• 24:55
  Amazon
• 24:56
  with
• 24:56
  Amazon
• 24:56
  prime,
• 24:57
  pretty
• 24:57
  formidable,
• 24:58
  right?
• 24:58
  Kroger
• 24:59
  and
• 25:00
  possibly
• 25:00
  Albertsons
• 25:00
  down
• 25:01
  the
• 25:01
  road,
• 25:01
  who
• 25:01
  knows?
• 25:02
  Disney
• 25:02
  plus,
• 25:03
  also
• 25:03
  pretty
• 25:03
  formidable.
• 25:04
  Walmart,
• 25:05
  Paramount
• 25:05
  plus,
• 25:07
  not
• 25:07
  as
• 25:07
  compelling,
• 25:08
  but
• 25:08
  okay.
• 25:08
  I
• 25:08
  mean,
• 25:08
  especially
• 25:09
  if
• 25:09
  you
• 25:09
  like
• 25:09
  Yellowstone,
• 25:11
  wherever
• 25:11
  the
• 25:11
  hell
• 25:11
  that
• 25:11
  show's
• 25:12
  going.
• 25:13
  And
• 25:13
  so
• 25:13
  the
• 25:13
  regional
• 25:14
  grocers,
• 25:14
  if
• 25:14
  you
• 25:14
  think
• 25:15
  about
• 25:15
  it,
• 25:15
  are
• 25:15
  gonna
• 25:15
  have
• 25:15
  a
• 25:15
  tough
• 25:16
  time
• 25:16
  competing
• 25:17
  because
• 25:18
  people
• 25:18
  are
• 25:18
  gonna
• 25:18
  become
• 25:18
  more
• 25:19
  sticky
• 25:19
  to
• 25:20
  Amazon,
• 25:20
  Kroger
• 25:20
  and
• 25:20
  Walmart
• 25:21
  for
• 25:21
  e
• 25:21
  commerce,
• 25:22
  grocery
• 25:23
  by
• 25:23
  way
• 25:23
  of
• 25:23
  these
• 25:23
  subscription
• 25:24
  programs
• 25:25
  and
• 25:25
  how
• 25:25
  enticing
• 25:26
  they
• 25:26
  are.
• 25:26
  And
• 25:26
  once
• 25:26
  you
• 25:26
  get
• 25:26
  people
• 25:27
  into
• 25:27
  them,
• 25:27
  it's
• 25:28
  hard
• 25:28
  to
• 25:28
  switch.
• 25:28
  Right.
• 25:29
  And
• 25:29
  so
• 25:29
  the
• 25:30
  other
• 25:30
  part
• 25:30
  of
• 25:30
  this
• 25:30
  that
• 25:30
  makes
• 25:31
  me
• 25:31
  wonder
• 25:31
  who
• 25:31
  loses
• 25:31
  out
• 25:32
  nationally
• 25:32
  is
• 25:32
  target
• 25:33
  too.
• 25:33
  Like
• 25:33
  who's
• 25:33
  target
• 25:34
  bringing
• 25:34
  into
• 25:34
  the
• 25:34
  party
• 25:34
  at
• 25:34
  this
• 25:35
  time?
• 25:35
  I
• 25:35
  mean,
• 25:35
  is
• 25:35
  PBS
• 25:36
  available
• 25:36
  like.
• 25:37
  Like,
• 25:37
  what
• 25:38
  other.
• 25:38
  They
• 25:38
  have
• 25:38
  a
• 25:39
  great
• 25:39
  menopause
• 25:39
  documentary
• 25:40
  coming
• 25:40
  out
• 25:41
  this
• 25:41
  weekend
• 25:41
  or
• 25:42
  next
• 25:42
  weekend.
• 25:43
  You
• 25:43
  never
• 25:43
  know.
• 25:43
  Services
• 25:44
  out
• 25:44
  there,
• 25:44
  they're
• 25:44
  not
• 25:45
  dead
• 25:45
  yet.
• 25:45
  Yeah,
• 25:45
  maybe
• 25:46
  Netflix.
• 25:46
  Maybe.
• 25:47
  Maybe
• 25:47
  Netflix
• 25:47
  gets
• 25:48
  into
• 25:48
  this
• 25:48
  party
• 25:48
  at
• 25:48
  some
• 25:48
  point,
• 25:49
  which
• 25:49
  would
• 25:49
  be
• 25:49
  kind
• 25:49
  of
• 25:49
  game
• 25:50
  changing
• 25:50
  if
• 25:50
  you
• 25:50
  could
• 25:50
  convince
• 25:51
  them
• 25:51
  to
• 25:51
  come
• 25:51
  in.
• 25:51
  But,
• 25:53
  you
• 25:53
  know,
• 25:53
  I
• 25:53
  think
• 25:55
  grabbing
• 25:56
  Disney
• 25:56
  was
• 25:56
  a
• 25:56
  great
• 25:57
  coup
• 25:57
  for
• 25:57
  Kroger,
• 25:58
  and
• 25:59
  people
• 25:59
  are
• 25:59
  going
• 25:59
  to
• 25:59
  rue
• 25:59
  the
• 25:59
  day,
• 26:00
  I
• 26:00
  think,
• 26:00
  that
• 26:00
  they
• 26:00
  were
• 26:01
  able
• 26:01
  to
• 26:01
  get
• 26:01
  that,
• 26:01
  potentially,
• 26:02
  given
• 26:02
  all
• 26:03
  the
• 26:03
  content
• 26:03
  Disney
• 26:03
  has
• 26:04
  under
• 26:04
  its
• 26:04
  umbrella.
• 26:05
  So
• 26:05
  I
• 26:06
  think
• 26:06
  this
• 26:06
  is
• 26:06
  big
• 26:06
  news,
• 26:06
  and
• 26:07
  it
• 26:07
  just
• 26:07
  shows
• 26:08
  you
• 26:08
  that
• 26:08
  the
• 26:09
  subscription
• 26:09
  battles
• 26:10
  are
• 26:10
  heating
• 26:10
  up.
• 26:10
  They're
• 26:10
  going
• 26:11
  to
• 26:11
  get
• 26:11
  more
• 26:11
  and
• 26:11
  more
• 26:11
  varied
• 26:12
  and
• 26:12
  more
• 26:12
  and
• 26:12
  more
• 26:13
  differentiating
• 26:13
  and
• 26:13
  more
• 26:13
  and
• 26:14
  more
• 26:14
  enticing.
• 26:14
  Yeah,
• 26:15
  I
• 26:15
  mean,
• 26:15
  I
• 26:15
  think
• 26:15
  the
• 26:16
  consumer
• 26:16
  wins.
• 26:16
  Yeah,
• 26:17
  agreed.
• 26:18
  We
• 26:18
  interviewed
• 26:19
  Vanessa
• 26:19
  Yates.
• 26:20
  She's
• 26:20
  the
• 26:20
  SVP
• 26:21
  of
• 26:21
  Walmart
• 26:22
  plus
• 26:23
  a
• 26:23
  couple
• 26:23
  of
• 26:23
  days
• 26:23
  ago.
• 26:24
  And
• 26:24
  one
• 26:24
  of
• 26:24
  the
• 26:24
  things
• 26:24
  that
• 26:24
  I
• 26:25
  thought
• 26:25
  was
• 26:26
  most
• 26:26
  interesting
• 26:26
  about
• 26:26
  that
• 26:27
  conversation
• 26:27
  is
• 26:27
  when
• 26:28
  we
• 26:28
  talked
• 26:28
  about
• 26:28
  the
• 26:28
  future
• 26:29
  of
• 26:29
  the
• 26:30
  Walmart
• 26:30
  plus
• 26:30
  membership.
• 26:31
  One,
• 26:32
  how
• 26:32
  do
• 26:32
  you
• 26:32
  keep
• 26:32
  that
• 26:33
  price
• 26:33
  point
• 26:33
  at
• 26:33
  $98
• 26:34
  and
• 26:34
  not
• 26:35
  increase
• 26:35
  it
• 26:35
  yearly
• 26:36
  like
• 26:36
  we're
• 26:36
  seeing
• 26:36
  from
• 26:37
  Amazon
• 26:37
  and
• 26:37
  some
• 26:37
  of
• 26:37
  the
• 26:38
  others?
• 26:38
  And
• 26:39
  how
• 26:39
  do
• 26:39
  you
• 26:39
  get
• 26:41
  more
• 26:41
  products
• 26:41
  or
• 26:42
  more
• 26:42
  value
• 26:43
  for
• 26:43
  your
• 26:43
  consumers
• 26:44
  under
• 26:45
  that
• 26:45
  same
• 26:45
  umbrella?
• 26:46
  And
• 26:46
  one
• 26:47
  of
• 26:47
  the
• 26:47
  things
• 26:47
  that
• 26:47
  she
• 26:47
  talked
• 26:48
  about
• 26:48
  that
• 26:48
  I
• 26:48
  think
• 26:48
  will
• 26:48
  be
• 26:49
  really
• 26:49
  interesting,
• 26:49
  especially
• 26:50
  as
• 26:50
  more
• 26:51
  Gen
• 26:51
  Zers
• 26:52
  and
• 26:52
  Gen
• 26:52
  Alpha
• 26:53
  come
• 26:54
  into
• 26:54
  the
• 26:55
  subscription
• 26:55
  market.
• 26:57
  What
• 26:58
  else
• 26:58
  do
• 26:58
  they
• 26:58
  add
• 26:59
  to
• 26:59
  that?
• 26:59
  And
• 26:59
  when
• 27:00
  does
• 27:00
  hospitality
• 27:01
  start
• 27:01
  to
• 27:01
  come?
• 27:01
  And
• 27:02
  airlines
• 27:02
  like,
• 27:03
  you
• 27:03
  know,
• 27:04
  we
• 27:04
  know
• 27:04
  that
• 27:04
  that
• 27:05
  generation
• 27:05
  prioritizes
• 27:06
  experiences,
• 27:07
  so
• 27:07
  how
• 27:08
  do
• 27:08
  they
• 27:08
  bring
• 27:08
  more
• 27:08
  of
• 27:09
  that
• 27:09
  into
• 27:09
  this
• 27:10
  experience?
• 27:10
  Even
• 27:10
  healthcare
• 27:11
  and
• 27:11
  other
• 27:11
  things,
• 27:12
  too.
• 27:13
  So
• 27:14
  that's
• 27:14
  something
• 27:14
  that
• 27:14
  we'll
• 27:15
  be
• 27:15
  watching
• 27:15
  really
• 27:15
  closely
• 27:16
  and
• 27:16
  on
• 27:16
  one
• 27:17
  side
• 27:17
  of
• 27:17
  it.
• 27:17
  And
• 27:17
  then
• 27:17
  I
• 27:18
  think
• 27:18
  the
• 27:18
  other
• 27:18
  part
• 27:18
  is
• 27:19
  Christy
• 27:19
  Argyllan
• 27:20
  at
• 27:20
  Albertson's
• 27:21
  media
• 27:21
  collective
• 27:21
  we
• 27:22
  talked
• 27:22
  to
• 27:22
  yesterday,
• 27:22
  too.
• 27:23
  And
• 27:24
  you
• 27:24
  think
• 27:24
  about
• 27:24
  the
• 27:24
  retail
• 27:25
  media
• 27:25
  side
• 27:25
  of
• 27:25
  it
• 27:26
  and
• 27:26
  the
• 27:26
  data
• 27:26
  sharing
• 27:26
  that's
• 27:27
  happening
• 27:27
  between
• 27:27
  these
• 27:28
  companies.
• 27:28
  Now,
• 27:29
  when
• 27:29
  you're
• 27:29
  connecting
• 27:30
  these
• 27:30
  programs
• 27:31
  and
• 27:31
  you
• 27:31
  have
• 27:31
  visibility
• 27:32
  not
• 27:32
  only
• 27:33
  to
• 27:33
  what
• 27:34
  the
• 27:34
  retail
• 27:34
  or
• 27:34
  what
• 27:35
  the
• 27:35
  customers
• 27:35
  are
• 27:35
  doing
• 27:35
  in
• 27:36
  a
• 27:36
  kroger,
• 27:36
  but
• 27:37
  what
• 27:37
  their
• 27:37
  behaviors
• 27:38
  are
• 27:38
  on
• 27:38
  Disney,
• 27:39
  on
• 27:39
  ESPN,
• 27:40
  on
• 27:40
  Hulu,
• 27:40
  and
• 27:41
  then
• 27:41
  what
• 27:41
  their,
• 27:41
  you
• 27:42
  know,
• 27:42
  down
• 27:42
  the
• 27:42
  road,
• 27:42
  what
• 27:43
  their
• 27:43
  extensions
• 27:43
  might
• 27:43
  be,
• 27:44
  where
• 27:44
  they
• 27:44
  like
• 27:44
  to
• 27:44
  vacation,
• 27:45
  what,
• 27:45
  you
• 27:46
  know,
• 27:46
  they.
• 27:46
  What
• 27:46
  spending
• 27:47
  they
• 27:47
  do
• 27:47
  on
• 27:47
  their
• 27:47
  credit
• 27:48
  cards,
• 27:48
  and
• 27:48
  help
• 27:48
  kind
• 27:49
  of
• 27:49
  further
• 27:49
  inform
• 27:50
  the
• 27:50
  full
• 27:51
  package
• 27:51
  of
• 27:51
  what
• 27:52
  that
• 27:52
  membership
• 27:52
  can
• 27:53
  offer
• 27:53
  them.
• 27:53
  Yep,
• 27:54
  100%
• 27:55
  agree.
• 27:55
  All
• 27:56
  right,
• 27:56
  well,
• 27:56
  that
• 27:56
  closes
• 27:57
  up
• 27:57
  the
• 27:57
  show.
• 27:57
  We're
• 27:58
  on
• 27:58
  a
• 27:58
  tight
• 27:58
  timeline
• 27:58
  this
• 27:59
  week,
• 27:59
  so
• 27:59
  we
• 27:59
  can't
• 27:59
  do
• 27:59
  the
• 27:59
  lightning
• 28:00
  round
• 28:00
  like
• 28:00
  normal
• 28:01
  because
• 28:01
  we've
• 28:01
  only
• 28:01
  got
• 28:02
  30
• 28:02
  minutes
• 28:02
  on
• 28:02
  stage
• 28:02
  here
• 28:03
  at
• 28:03
  the
• 28:03
  grocery
• 28:04
  shop.
• 28:04
  But
• 28:05
  we
• 28:05
  do
• 28:05
  want
• 28:05
  to
• 28:05
  give
• 28:05
  a
• 28:05
  big
• 28:06
  happy
• 28:06
  birthday
• 28:06
  today
• 28:07
  to
• 28:07
  Guillermo
• 28:07
  del
• 28:08
  Toro,
• 28:08
  Tony
• 28:09
  Shalhoub,
• 28:10
  and
• 28:10
  to
• 28:10
  the
• 28:10
  woman
• 28:11
  who
• 28:11
  will.
• 28:11
  Is
• 28:11
  that
• 28:11
  monk?
• 28:12
  Yeah,
• 28:12
  Monk.
• 28:12
  Yeah,
• 28:13
  Monk.
• 28:13
  Members
• 28:13
  and
• 28:14
  wings.
• 28:14
  Remember
• 28:14
  the
• 28:14
  show
• 28:14
  wings?
• 28:15
  Barely.
• 28:16
  Yeah,
• 28:16
  that's
• 28:16
  like,
• 28:17
  I'm
• 28:18
  a
• 28:18
  little
• 28:18
  bit
• 28:18
  too
• 28:18
  young
• 28:19
  for
• 28:19
  that.
• 28:19
  Oh,
• 28:19
  yeah.
• 28:20
  Thanks.
• 28:20
  Yeah,
• 28:20
  thanks.
• 28:21
  I
• 28:21
  appreciate
• 28:21
  that,
• 28:21
  as
• 28:22
  always,
• 28:22
  resemble
• 28:22
  that
• 28:22
  remark.
• 28:23
  And
• 28:23
  also,
• 28:24
  Ann,
• 28:24
  this
• 28:24
  is
• 28:24
  important
• 28:25
  to
• 28:25
  the
• 28:26
  woman
• 28:26
  who
• 28:26
  will
• 28:26
  always
• 28:26
  be
• 28:27
  known
• 28:27
  as
• 28:28
  Misses
• 28:28
  Stanwyck.
• 28:28
  To
• 28:29
  me,
• 28:29
  the
• 28:30
  wonderful
• 28:30
  Dana
• 28:31
  Wheeler
• 28:31
  Nicholson
• 28:33
  from
• 28:33
  Fletch.
• 28:35
  I
• 28:35
  have
• 28:35
  no
• 28:35
  idea
• 28:35
  who
• 28:35
  you're
• 28:36
  talking
• 28:36
  about.
• 28:36
  I
• 28:36
  know
• 28:36
  you
• 28:36
  don't.
• 28:37
  But
• 28:37
  remember,
• 28:37
  if
• 28:37
  you
• 28:37
  can
• 28:37
  only
• 28:38
  at.
• 28:38
  Least
• 28:38
  one
• 28:38
  every
• 28:39
  week,
• 28:39
  there
• 28:39
  is
• 28:39
  at
• 28:39
  least
• 28:39
  one
• 28:39
  birthday
• 28:40
  every
• 28:40
  day.
• 28:40
  Keep
• 28:40
  it
• 28:40
  on
• 28:40
  your
• 28:41
  toes,
• 28:41
  Anne.
• 28:42
  And
• 28:42
  remember,
• 28:42
  if
• 28:42
  you
• 28:42
  can
• 28:42
  only
• 28:43
  read
• 28:43
  or
• 28:43
  listen
• 28:43
  to
• 28:43
  one
• 28:43
  retail
• 28:44
  blog
• 28:44
  in
• 28:44
  the
• 28:44
  business,
• 28:45
  make
• 28:45
  it
• 28:45
  Omnitalk,
• 28:46
  the
• 28:46
  only
• 28:46
  retail
• 28:46
  media
• 28:47
  outlet
• 28:47
  run
• 28:47
  by
• 28:47
  two
• 28:48
  former
• 28:48
  executives
• 28:48
  from
• 28:49
  a
• 28:49
  current
• 28:49
  top
• 28:49
  ten
• 28:50
  Us
• 28:50
  retailer.
• 28:51
  Our
• 28:51
  fast
• 28:51
  five
• 28:51
  podcast
• 28:52
  is
• 28:52
  the
• 28:52
  quickest,
• 28:52
  fastest
• 28:53
  rundown
• 28:53
  of
• 28:53
  all
• 28:53
  the
• 28:54
  week's
• 28:54
  top
• 28:54
  news.
• 28:55
  And
• 28:55
  our
• 28:55
  daily
• 28:55
  newsletter,
• 28:56
  the
• 28:56
  retail
• 28:56
  daily
• 28:56
  Minute,
• 28:57
  tells
• 28:57
  you
• 28:57
  all
• 28:57
  you
• 28:57
  need
• 28:58
  to
• 28:58
  know
• 28:58
  each
• 28:58
  day
• 28:59
  to
• 28:59
  stay
• 28:59
  on
• 28:59
  top
• 29:00
  of
• 29:00
  your
• 29:00
  game
• 29:00
  as
• 29:00
  a
• 29:00
  retail
• 29:01
  executive
• 29:01
  and
• 29:01
  also
• 29:01
  regularly
• 29:02
  feature
• 29:02
  special
• 29:03
  content
• 29:03
  that
• 29:03
  is
• 29:04
  exclusive
• 29:04
  to
• 29:04
  us
• 29:05
  and
• 29:05
  that
• 29:05
  Ann
• 29:05
  and
• 29:05
  I
• 29:05
  take
• 29:06
  a
• 29:06
  hell
• 29:06
  of
• 29:06
  a
• 29:06
  lot
• 29:06
  of
• 29:06
  pride
• 29:06
  in
• 29:07
  doing
• 29:07
  just
• 29:07
  for
• 29:07
  you.
• 29:08
  Thanks
• 29:08
  as
• 29:08
  always
• 29:08
  for
• 29:09
  listening
• 29:09
  in.
• 29:09
  Please
• 29:09
  remember
• 29:09
  to
• 29:10
  like
• 29:10
  and
• 29:10
  leave
• 29:10
  us
• 29:10
  a
• 29:10
  review
• 29:11
  wherever
• 29:11
  you
• 29:11
  happen
• 29:11
  to
• 29:12
  listen
• 29:12
  to
• 29:12
  your
• 29:12
  podcast
• 29:13
  or
• 29:13
  on
• 29:13
  YouTube.
• 29:14
  You
• 29:14
  can
• 29:14
  follow
• 29:14
  us
• 29:14
  today
• 29:15
  by
• 29:15
  simply
• 29:15
  going
• 29:15
  to
• 29:15
  YouTube.com
• 29:17
  omnitalkretail.
• 29:19
  Special
• 29:19
  thanks
• 29:19
  to
• 29:20
  the
• 29:20
  grocery
• 29:20
  shop
• 29:20
  team
• 29:20
  for
• 29:21
  having
• 29:21
  us
• 29:21
  today.
• 29:22
  Special
• 29:22
  thanks
• 29:22
  to
• 29:22
  Rob
• 29:23
  Herold
• 29:23
  of
• 29:23
  Everseen
• 29:24
  for
• 29:24
  providing
• 29:24
  moral
• 29:25
  support
• 29:25
  throughout
• 29:25
  this
• 29:26
  entire
• 29:26
  podcast.
• 29:27
  And
• 29:27
  to
• 29:27
  everybody
• 29:27
  that
• 29:27
  came
• 29:28
  up
• 29:28
  to
• 29:28
  us
• 29:28
  throughout
• 29:29
  this
• 29:29
  entire
• 29:29
  grocery
• 29:30
  shop.
• 29:30
  And
• 29:30
  for
• 29:30
  all
• 29:30
  of
• 29:31
  you
• 29:31
  who
• 29:31
  are
• 29:31
  joining
• 29:31
  us
• 29:31
  here
• 29:32
  today.
• 29:32
  We
• 29:32
  could
• 29:33
  not
• 29:33
  do
• 29:33
  this
• 29:33
  without
• 29:34
  you.
• 29:34
  It's
• 29:34
  the
• 29:35
  most
• 29:35
  fun
• 29:35
  job
• 29:35
  and
• 29:36
  we
• 29:36
  are
• 29:36
  so
• 29:36
  thankful
• 29:37
  for
• 29:37
  all
• 29:37
  of
• 29:37
  you
• 29:38
  for
• 29:38
  listening.
• 29:38
  Yes,
• 29:39
  thank
• 29:39
  you
• 29:39
  for
• 29:39
  those
• 29:39
  of
• 29:39
  you
• 29:39
  that
• 29:40
  showed
• 29:40
  up
• 29:40
  and
• 29:41
  stuck
• 29:41
  with
• 29:41
  us
• 29:41
  throughout
• 29:42
  the
• 29:42
  last
• 29:42
  30
• 29:42
  minutes.
• 29:43
  And
• 29:43
  so,
• 29:43
  until
• 29:44
  next
• 29:44
  week,
• 29:45
  on
• 29:45
  behalf
• 29:45
  of
• 29:46
  all
• 29:46
  of
• 29:46
  us
• 29:46
  at
• 29:46
  Omnitalk,
• 29:47
  be
• 29:47
  careful
• 29:48
  out
• 29:48
  there.
• 29:48
  That's.