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Fast Five Shorts | Kroger And Schnucks Enhance Their Quick Delivery Offerings Via Instacart · Omni Talk Retail

• 0:00
  This
• 0:00
  one
• 0:00
  is
• 0:00
  the
• 0:01
  rare
• 0:01
  dual
• 0:01
  headline
• 0:02
  because
• 0:02
  both
• 0:03
  Schnooks
• 0:03
  and
• 0:03
  Kroger
• 0:04
  have
• 0:04
  upped
• 0:05
  their
• 0:05
  quick
• 0:05
  delivery
• 0:05
  game.
• 0:06
  According
• 0:06
  to
• 0:06
  Grocery
• 0:07
  Dive,
• 0:07
  Schnooks
• 0:07
  Market
• 0:09
  is
• 0:09
  piloting
• 0:10
  late
• 0:10
  night
• 0:10
  delivery
• 0:11
  out
• 0:11
  of
• 0:11
  a
• 0:12
  fulfillment
• 0:12
  site
• 0:12
  in
• 0:13
  Ellisville,
• 0:14
  Missouri.
• 0:14
  Customers
• 0:15
  can
• 0:15
  place
• 0:15
  orders
• 0:16
  from
• 0:16
  the
• 0:16
  Schnooks
• 0:16
  or
• 0:17
  Instacart
• 0:18
  site
• 0:18
  and
• 0:18
  get
• 0:19
  groceries
• 0:19
  after
• 0:19
  10pm
• 0:20
  when
• 0:20
  the
• 0:20
  grocer's
• 0:21
  local
• 0:21
  stores
• 0:22
  are
• 0:22
  already
• 0:22
  closed.
• 0:23
  The
• 0:23
  fulfillment
• 0:24
  site,
• 0:24
  which
• 0:24
  was
• 0:24
  formerly
• 0:25
  a
• 0:25
  Straub's
• 0:26
  market,
• 0:26
  I
• 0:26
  hope
• 0:26
  I'm
• 0:27
  saying
• 0:27
  that
• 0:27
  correctly,
• 0:28
  has
• 0:28
  home
• 0:28
  goods,
• 0:29
  drinks,
• 0:29
  prepackaged
• 0:30
  food,
• 0:30
  fresh
• 0:30
  produce
• 0:30
  and
• 0:31
  alcohol,
• 0:31
  the
• 0:31
  St.
• 0:32
  Louis
• 0:33
  Post
• 0:33
  Dispatch
• 0:34
  also
• 0:34
  reported.
• 0:35
  And
• 0:35
  not
• 0:36
  to
• 0:36
  be
• 0:36
  outdone,
• 0:36
  according
• 0:37
  to
• 0:37
  Chain
• 0:37
  Storage,
• 0:38
  the
• 0:38
  Kroger
• 0:38
  company
• 0:38
  is
• 0:39
  also
• 0:39
  partnering
• 0:39
  with
• 0:39
  Instacart
• 0:40
  for
• 0:40
  its
• 0:41
  new
• 0:41
  express
• 0:41
  delivery
• 0:42
  service.
• 0:43
  Customers
• 0:43
  can
• 0:43
  shop
• 0:44
  express
• 0:44
  delivery
• 0:45
  orders
• 0:45
  directly
• 0:46
  from
• 0:46
  the
• 0:46
  Kroger
• 0:47
  website
• 0:47
  and
• 0:47
  digital
• 0:48
  app,
• 0:48
  receiving
• 0:49
  the
• 0:49
  same
• 0:49
  prices,
• 0:50
  savings
• 0:50
  and
• 0:50
  rewards
• 0:51
  found
• 0:51
  in
• 0:52
  store.
• 0:52
  And
• 0:52
  members
• 0:53
  of
• 0:53
  the
• 0:53
  $99
• 0:54
  per
• 0:54
  year
• 0:54
  level
• 0:55
  of
• 0:55
  the
• 0:55
  Boost
• 0:55
  by
• 0:56
  Kroger
• 0:56
  plus
• 0:57
  loyalty
• 0:57
  program
• 0:58
  always
• 0:58
  get
• 0:58
  free
• 0:59
  deliver
• 0:59
  delivery
• 1:00
  on
• 1:01
  Express
• 1:01
  Delivery
• 1:02
  orders.
• 1:02
  Yes,
• 1:02
  and
• 1:02
  I
• 1:03
  always
• 1:03
  love
• 1:03
  saying
• 1:03
  Boost
• 1:04
  by
• 1:04
  Kroger
• 1:04
  plus
• 1:05
  Loyalty
• 1:05
  program.
• 1:06
  That's
• 1:06
  my
• 1:06
  rolls
• 1:06
  off
• 1:06
  the
• 1:07
  tongue
• 1:07
  program.
• 1:07
  Yeah,
• 1:08
  just
• 1:08
  rolls
• 1:08
  off
• 1:08
  the
• 1:08
  tongue,
• 1:08
  doesn't
• 1:09
  it?
• 1:09
  Woo.
• 1:10
  I
• 1:11
  know
• 1:11
  you
• 1:11
  have
• 1:11
  a
• 1:11
  lot
• 1:11
  of
• 1:11
  marketing
• 1:12
  thoughts
• 1:12
  on
• 1:12
  that
• 1:12
  one.
• 1:13
  And
• 1:13
  why
• 1:13
  do
• 1:14
  you
• 1:14
  think
• 1:14
  we
• 1:14
  are
• 1:14
  seeing
• 1:15
  a
• 1:15
  rush
• 1:15
  of
• 1:16
  quick
• 1:16
  delivery
• 1:17
  headlines
• 1:17
  this
• 1:17
  week?
• 1:18
  For
• 1:19
  one
• 1:19
  reason,
• 1:19
  and
• 1:20
  that
• 1:20
  is
• 1:20
  the
• 1:20
  headline
• 1:21
  that
• 1:21
  I
• 1:21
  feel
• 1:22
  like
• 1:22
  fell
• 1:22
  under
• 1:22
  the
• 1:23
  radar
• 1:23
  as
• 1:23
  part
• 1:23
  of
• 1:23
  Walmart's
• 1:24
  earnings
• 1:24
  last
• 1:24
  week
• 1:25
  and
• 1:25
  that
• 1:25
  is
• 1:25
  that
• 1:25
  Walmart
• 1:26
  is
• 1:26
  now
• 1:27
  reaching
• 1:27
  93%
• 1:29
  of
• 1:30
  households
• 1:30
  with
• 1:30
  same
• 1:30
  day
• 1:31
  delivery.
• 1:31
  Let
• 1:32
  that
• 1:32
  one
• 1:33
  sink
• 1:33
  in.
• 1:33
  Great
• 1:33
  point.
• 1:34
  You
• 1:34
  look
• 1:35
  at
• 1:35
  the
• 1:35
  announcements
• 1:35
  from
• 1:35
  Kroger
• 1:36
  and
• 1:36
  Schnooks,
• 1:36
  the
• 1:37
  hours
• 1:37
  are
• 1:37
  exactly
• 1:38
  the
• 1:38
  same.
• 1:38
  They're
• 1:38
  delivering
• 1:39
  until
• 1:39
  midnight
• 1:40
  and
• 1:40
  then
• 1:40
  they're
• 1:40
  starting
• 1:40
  back
• 1:40
  up
• 1:41
  at
• 1:41
  6am
• 1:41
  which
• 1:41
  is
• 1:41
  what
• 1:42
  Walmart
• 1:42
  already
• 1:43
  does.
• 1:43
  And
• 1:43
  ultimately
• 1:44
  Chris,
• 1:44
  this
• 1:44
  all
• 1:45
  comes
• 1:45
  down
• 1:46
  to
• 1:46
  what
• 1:46
  are
• 1:46
  my
• 1:47
  options,
• 1:47
  you
• 1:47
  know,
• 1:47
  if
• 1:47
  I
• 1:48
  go
• 1:48
  on
• 1:48
  Instacart
• 1:49
  or
• 1:49
  if
• 1:50
  I
• 1:50
  go
• 1:50
  to
• 1:50
  Walmart.
• 1:50
  Plus
• 1:51
  the
• 1:51
  second
• 1:51
  I
• 1:51
  get
• 1:51
  home
• 1:52
  from
• 1:52
  second
• 1:52
  shift
• 1:53
  at
• 1:53
  night
• 1:53
  and
• 1:53
  I
• 1:53
  need
• 1:53
  groceries,
• 1:54
  do
• 1:54
  I
• 1:55
  care
• 1:55
  where
• 1:55
  they're
• 1:56
  from?
• 1:57
  Probably
• 1:57
  not.
• 1:58
  I
• 1:58
  just
• 1:58
  want
• 1:59
  to
• 1:59
  get
• 1:59
  them
• 2:00
  at
• 2:00
  that
• 2:00
  time
• 2:01
  when
• 2:01
  I
• 2:01
  need
• 2:01
  them,
• 2:02
  when
• 2:02
  I
• 2:02
  want
• 2:02
  them.
• 2:02
  And
• 2:03
  so
• 2:03
  I
• 2:03
  think
• 2:04
  it's
• 2:04
  a
• 2:04
  great
• 2:04
  opportunity
• 2:05
  for,
• 2:05
  I
• 2:05
  mean
• 2:06
  even
• 2:06
  even
• 2:06
  though
• 2:07
  it's
• 2:07
  indirect,
• 2:08
  I
• 2:08
  think
• 2:08
  competition
• 2:09
  with
• 2:09
  Walmart,
• 2:10
  I
• 2:11
  still
• 2:11
  think
• 2:11
  it's
• 2:11
  a
• 2:11
  great
• 2:11
  opportunity
• 2:12
  for
• 2:12
  schnooks
• 2:12
  and
• 2:13
  for
• 2:13
  Kroger
• 2:13
  because.
• 2:14
  And
• 2:14
  especially
• 2:14
  for
• 2:15
  schnooks
• 2:15
  because
• 2:15
  if
• 2:16
  I've
• 2:16
  never
• 2:16
  ordered
• 2:17
  from
• 2:17
  schnooks
• 2:17
  before
• 2:17
  but
• 2:18
  I
• 2:18
  go
• 2:18
  on
• 2:18
  Instacart
• 2:19
  and
• 2:19
  They're
• 2:19
  the
• 2:20
  one
• 2:20
  that's
• 2:20
  available.
• 2:20
  It's
• 2:21
  the
• 2:21
  same
• 2:21
  thing
• 2:21
  with
• 2:21
  Save
• 2:21
  a
• 2:21
  Lot
• 2:22
  that
• 2:22
  we
• 2:22
  saw,
• 2:22
  you
• 2:22
  know,
• 2:23
  a
• 2:23
  couple
• 2:23
  of
• 2:23
  weeks
• 2:23
  back
• 2:24
  with
• 2:24
  their,
• 2:25
  their
• 2:25
  format.
• 2:25
  Like
• 2:26
  I
• 2:26
  don't
• 2:26
  care
• 2:27
  who
• 2:27
  the
• 2:27
  grocer
• 2:27
  is,
• 2:27
  I
• 2:28
  just,
• 2:28
  I
• 2:28
  want
• 2:28
  my
• 2:28
  eggs
• 2:29
  and
• 2:29
  my
• 2:29
  bread
• 2:30
  and
• 2:30
  my
• 2:30
  milk
• 2:30
  and
• 2:31
  my
• 2:31
  bottle
• 2:31
  of
• 2:31
  wine
• 2:32
  or
• 2:32
  whatever
• 2:32
  it
• 2:32
  might
• 2:33
  be
• 2:33
  when
• 2:34
  I
• 2:34
  get
• 2:34
  home
• 2:34
  at
• 2:34
  that
• 2:35
  time.
• 2:35
  And
• 2:35
  so
• 2:35
  I
• 2:35
  think
• 2:36
  you,
• 2:36
  you're
• 2:36
  also
• 2:37
  gaining
• 2:37
  new
• 2:37
  customers
• 2:38
  in
• 2:38
  a
• 2:38
  way
• 2:39
  that
• 2:39
  you
• 2:39
  probably
• 2:40
  wouldn't
• 2:40
  have
• 2:40
  been
• 2:41
  able
• 2:41
  to
• 2:41
  before
• 2:42
  by
• 2:43
  not
• 2:43
  offering
• 2:43
  the
• 2:44
  service.
• 2:44
  So
• 2:45
  I
• 2:45
  like
• 2:45
  it,
• 2:46
  I
• 2:46
  think
• 2:46
  it's
• 2:47
  smart.
• 2:47
  I
• 2:47
  think
• 2:47
  the
• 2:48
  bigger
• 2:48
  headline
• 2:48
  here
• 2:49
  though
• 2:49
  is
• 2:49
  Walmart's,
• 2:50
  Walmart's
• 2:51
  coming
• 2:51
  for
• 2:51
  you
• 2:51
  grocers
• 2:52
  and
• 2:52
  you
• 2:53
  need
• 2:53
  to
• 2:53
  be
• 2:53
  prepared
• 2:53
  to
• 2:54
  have
• 2:54
  that
• 2:54
  same
• 2:54
  offering
• 2:55
  to
• 2:55
  hang
• 2:55
  on
• 2:55
  to
• 2:56
  your
• 2:56
  customers.
• 2:56
  But
• 2:57
  what
• 2:57
  do
• 2:57
  you
• 2:57
  think?
• 2:58
  Yeah,
• 2:58
  I
• 2:58
  agree
• 2:59
  with
• 2:59
  you
• 3:00
  at
• 3:01
  the
• 3:01
  start
• 3:01
  and
• 3:01
  then
• 3:01
  I
• 3:01
  disagree
• 3:02
  with
• 3:02
  you
• 3:02
  slightly
• 3:02
  so
• 3:03
  let
• 3:03
  me
• 3:03
  explain
• 3:03
  why.
• 3:03
  So
• 3:04
  I
• 3:04
  think,
• 3:04
  and
• 3:04
  you
• 3:04
  mentioned
• 3:05
  the
• 3:05
  point
• 3:05
  about
• 3:05
  Walmart
• 3:05
  yesterday,
• 3:06
  I
• 3:06
  think
• 3:06
  that's.
• 3:06
  Yeah,
• 3:07
  that's
• 3:07
  crazy.
• 3:07
  93%
• 3:08
  of
• 3:08
  the
• 3:08
  country,
• 3:08
  you
• 3:09
  know,
• 3:09
  is
• 3:09
  within
• 3:09
  same
• 3:10
  day
• 3:10
  now
• 3:10
  I
• 3:10
  think.
• 3:10
  Right,
• 3:11
  and
• 3:11
  that's,
• 3:11
  that's
• 3:11
  what
• 3:11
  statistic
• 3:12
  you
• 3:12
  quoted
• 3:13
  and
• 3:14
  what
• 3:14
  it
• 3:14
  makes
• 3:14
  me
• 3:14
  think
• 3:15
  about
• 3:15
  too
• 3:15
  is
• 3:15
  I
• 3:16
  wonder
• 3:16
  if
• 3:16
  the,
• 3:18
  the
• 3:18
  level
• 3:18
  to
• 3:19
  which
• 3:19
  Walmart
• 3:20
  has
• 3:20
  been
• 3:20
  pulling
• 3:20
  the
• 3:20
  high
• 3:21
  income
• 3:21
  shoppers
• 3:22
  is
• 3:22
  not
• 3:23
  hurting
• 3:23
  all
• 3:24
  of
• 3:24
  grocery
• 3:25
  too
• 3:26
  because
• 3:26
  you
• 3:26
  know,
• 3:26
  I
• 3:27
  think
• 3:27
  about
• 3:27
  these
• 3:27
  types
• 3:28
  of
• 3:28
  services
• 3:28
  and
• 3:28
  the
• 3:29
  thing
• 3:29
  I
• 3:29
  started
• 3:29
  about
• 3:29
  is
• 3:30
  these
• 3:30
  are,
• 3:30
  these
• 3:30
  are
• 3:30
  expensive,
• 3:31
  these
• 3:31
  cost
• 3:31
  money
• 3:32
  and
• 3:32
  so
• 3:32
  the
• 3:32
  people
• 3:33
  that
• 3:33
  are
• 3:33
  gonna,
• 3:33
  that
• 3:33
  are
• 3:33
  gonna
• 3:34
  utilize
• 3:34
  them
• 3:34
  the
• 3:34
  most
• 3:34
  are
• 3:35
  probably
• 3:35
  the
• 3:35
  people
• 3:35
  that
• 3:35
  can
• 3:36
  afford
• 3:36
  them.
• 3:37
  And
• 3:37
  so,
• 3:38
  and
• 3:38
  those
• 3:38
  are
• 3:38
  your
• 3:38
  best
• 3:39
  shoppers
• 3:39
  traditionally
• 3:40
  too.
• 3:40
  Like
• 3:40
  the
• 3:41
  best
• 3:41
  shoppers
• 3:41
  that
• 3:41
  make
• 3:42
  the
• 3:42
  most
• 3:42
  trips,
• 3:42
  that
• 3:42
  engage
• 3:43
  with
• 3:43
  you
• 3:43
  the
• 3:43
  most
• 3:43
  digitally.
• 3:44
  So
• 3:44
  I'm
• 3:44
  wondering
• 3:44
  if
• 3:45
  Walmart
• 3:45
  is
• 3:45
  starting
• 3:46
  to
• 3:46
  pull
• 3:46
  them,
• 3:47
  you
• 3:47
  know,
• 3:47
  across
• 3:47
  the
• 3:48
  nation
• 3:48
  and
• 3:48
  that's
• 3:48
  why
• 3:49
  you're
• 3:49
  seeing
• 3:49
  this.
• 3:49
  I
• 3:49
  don't
• 3:50
  know,
• 3:50
  it's
• 3:50
  something
• 3:50
  I
• 3:50
  started
• 3:50
  to
• 3:51
  think
• 3:51
  about.
• 3:51
  I
• 3:51
  have
• 3:51
  no
• 3:51
  idea.
• 3:52
  I'm
• 3:52
  sure,
• 3:52
  I'm
• 3:53
  sure
• 3:53
  our
• 3:53
  friends
• 3:53
  at
• 3:53
  Schnooks
• 3:54
  will
• 3:54
  tell
• 3:54
  us
• 3:54
  if
• 3:54
  we're,
• 3:54
  you
• 3:54
  know,
• 3:55
  on
• 3:55
  the
• 3:55
  right
• 3:55
  page
• 3:55
  with
• 3:56
  that.
• 3:56
  The
• 3:56
  part
• 3:57
  where
• 3:57
  I
• 3:57
  disagree
• 3:57
  with
• 3:57
  you
• 3:58
  slightly
• 3:58
  is,
• 3:59
  and
• 4:00
  it's
• 4:00
  not
• 4:00
  so
• 4:01
  much
• 4:01
  a
• 4:01
  disagreement,
• 4:01
  it's
• 4:01
  just,
• 4:02
  I
• 4:02
  think
• 4:02
  it's
• 4:02
  another
• 4:02
  wrinkle
• 4:02
  is
• 4:03
  like,
• 4:03
  I
• 4:03
  think
• 4:04
  given
• 4:04
  that
• 4:04
  if
• 4:04
  that's
• 4:04
  the
• 4:05
  case
• 4:05
  then
• 4:05
  the
• 4:05
  grocers
• 4:06
  have,
• 4:06
  the
• 4:07
  grocers
• 4:07
  have
• 4:07
  to
• 4:07
  do
• 4:08
  this
• 4:08
  right.
• 4:08
  That
• 4:08
  they
• 4:08
  have
• 4:09
  no
• 4:09
  other
• 4:09
  choice
• 4:09
  but
• 4:09
  to
• 4:10
  do
• 4:10
  it.
• 4:10
  But
• 4:11
  by
• 4:11
  the
• 4:11
  same
• 4:11
  token,
• 4:12
  unlike
• 4:13
  Walmart,
• 4:14
  I
• 4:14
  worry
• 4:15
  they
• 4:15
  don't
• 4:15
  have
• 4:15
  the
• 4:15
  same
• 4:16
  basket
• 4:17
  of
• 4:17
  higher
• 4:17
  margin
• 4:18
  items
• 4:18
  helping
• 4:18
  to
• 4:18
  defray
• 4:19
  of
• 4:20
  these
• 4:20
  efforts.
• 4:21
  Yeah.
• 4:21
  You
• 4:21
  know,
• 4:22
  or
• 4:22
  the
• 4:22
  number
• 4:22
  of
• 4:22
  deliveries
• 4:23
  going
• 4:23
  out.
• 4:23
  So
• 4:24
  why
• 4:24
  you
• 4:24
  have
• 4:24
  to
• 4:24
  do
• 4:24
  it?
• 4:25
  I
• 4:25
  don't
• 4:25
  know
• 4:25
  that
• 4:25
  it's
• 4:25
  economically
• 4:26
  sustainable
• 4:27
  to
• 4:27
  do
• 4:27
  it.
• 4:28
  And
• 4:28
  that's
• 4:28
  the
• 4:28
  question
• 4:29
  I
• 4:29
  have.
• 4:29
  And
• 4:29
  so,
• 4:30
  you
• 4:30
  know,
• 4:30
  again,
• 4:30
  it
• 4:30
  just
• 4:31
  goes
• 4:31
  back
• 4:31
  to.
• 4:31
  Walmart
• 4:32
  has
• 4:32
  done
• 4:32
  a
• 4:32
  really,
• 4:32
  really
• 4:33
  good
• 4:33
  job
• 4:33
  here
• 4:34
  of
• 4:34
  differentiating
• 4:35
  themselves
• 4:35
  in
• 4:36
  the
• 4:36
  marketplace,
• 4:36
  particularly
• 4:37
  when
• 4:37
  it
• 4:37
  comes
• 4:37
  to
• 4:38
  grocery
• 4:38
  and
• 4:38
  quick
• 4:39
  delivery.
• 4:39
  Right,
• 4:40
  I
• 4:40
  know,
• 4:40
  I
• 4:40
  think
• 4:40
  you're
• 4:41
  right.
• 4:41
  And
• 4:42
  excuse
• 4:42
  me,
• 4:42
  another
• 4:43
  thing
• 4:43
  I
• 4:43
  think
• 4:43
  this
• 4:43
  will
• 4:43
  bring
• 4:44
  into
• 4:44
  the
• 4:44
  fold
• 4:44
  is
• 4:45
  what
• 4:45
  investments
• 4:46
  then
• 4:46
  do
• 4:46
  like
• 4:47
  schnooks
• 4:47
  and,
• 4:48
  and
• 4:48
  even
• 4:48
  Kroger,
• 4:49
  like
• 4:49
  Kroger
• 4:49
  is
• 4:49
  working
• 4:49
  with
• 4:50
  Ocado
• 4:50
  to
• 4:50
  help
• 4:50
  fulfill
• 4:51
  these
• 4:51
  orders.
• 4:51
  But
• 4:51
  what
• 4:51
  investments
• 4:52
  will
• 4:52
  snooks
• 4:53
  have
• 4:53
  to
• 4:53
  make
• 4:53
  upstream
• 4:54
  too
• 4:54
  to
• 4:54
  be
• 4:54
  able
• 4:54
  to
• 4:54
  support
• 4:55
  this?
• 4:55
  Like
• 4:56
  will
• 4:56
  they
• 4:56
  have
• 4:56
  to
• 4:56
  get
• 4:56
  into
• 4:57
  micro
• 4:57
  fulfillment
• 4:57
  to
• 4:58
  make
• 4:58
  it
• 4:58
  worth
• 4:58
  it?
• 4:58
  You
• 4:59
  have
• 4:59
  to
• 4:59
  find
• 4:59
  a
• 4:59
  way
• 4:59
  to
• 4:59
  lower
• 4:59
  the
• 5:00
  costs.
• 5:00
  Right,
• 5:01
  right,
• 5:02
  absolutely.
• 5:02
  But
• 5:02
  they
• 5:02
  are
• 5:03
  doing
• 5:03
  that.
• 5:03
  It
• 5:03
  sounds
• 5:03
  like
• 5:03
  because
• 5:04
  it's
• 5:04
  a
• 5:04
  dark
• 5:04
  store.
• 5:04
  Right.
• 5:05
  That
• 5:05
  they.
• 5:05
  Formerly
• 5:06
  there
• 5:06
  was
• 5:06
  a.
• 5:06
  Formerly
• 5:06
  enough.
• 5:07
  So
• 5:07
  that's
• 5:07
  an
• 5:07
  interesting
• 5:07
  wrinkle
• 5:08
  here
• 5:08
  too.
• 5:08
  They
• 5:08
  are.
• 5:08
  Yeah.
• 5:09
  Seems
• 5:09
  like
• 5:09
  they're
• 5:09
  looking
• 5:10
  at
• 5:10
  that.
• 5:10
  We
• 5:10
  don't
• 5:10
  know
• 5:10
  to
• 5:10
  what
• 5:11
  degree
• 5:11
  they
• 5:11
  are,
• 5:11
  but.
• 5:11
  Yeah,
• 5:11
  that's
• 5:12
  a
• 5:12
  great
• 5:12
  point.
• 5:12
  Right.
• 5:14
  Well,
• 5:14
  lots,
• 5:15
  lots
• 5:16
  to
• 5:16
  come
• 5:16
  and
• 5:16
  especially
• 5:17
  from
• 5:17
  that
• 5:17
  Walmart
• 5:17
  headline,
• 5:19
  93%.
• 5:20
  I
• 5:20
  just,
• 5:20
  I
• 5:20
  still
• 5:21
  can't
• 5:21
  get
• 5:21
  over
• 5:21
  it.
• 5:21
  It
• 5:21
  still
• 5:22
  is
• 5:22
  astonishing
• 5:23
  to
• 5:23
  me,
• 5:24
  but
• 5:25
  I
• 5:25
  guess
• 5:25
  it
• 5:26
  makes
• 5:26
  sense.
• 5:26
  They're,
• 5:26
  they're.
• 5:27
  Walmart
• 5:27
  is
• 5:27
  moving
• 5:28
  at
• 5:28
  a
• 5:28
  pace
• 5:28
  that
• 5:29
  not
• 5:29
  a
• 5:29
  lot
• 5:29
  of
• 5:30
  people
• 5:30
  can
• 5:30
  compete
• 5:31
  with
• 5:31
  right
• 5:31
  now.