Latest / Omni Talk Retail / Kohl’s Has A New CEO, Perplexity Goes Shopping & The WSJ Calls Target ‘Dull’ | Fast Five

Transcript

Kohl’s Has A New CEO, Perplexity Goes Shopping & The WSJ Calls Target ‘Dull’ | Fast Five · Omni Talk Retail

0:05
The
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OmniTalk
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A
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and
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Consumer
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hello,
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Fast
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Five
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ranked
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1:49
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1:49
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1:49
smarter,
1:50
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1:50
importantly,
1:51
a
1:51
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1:51
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1:52
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1:52
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5
1:53
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1:57
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1:58
alongside
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1:59
Minute,
2:00
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2:00
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2:00
you
2:00
a
2:00
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2:01
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2:01
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2:01
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2:01
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2:02
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2:02
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2:02
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2:03
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2:04
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2:04
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2:05
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2:05
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on
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2:08
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2:08
technology
2:09
Trends.
2:10
Today
2:10
is
2:11
November
2:12
27,
2:12
2024.
2:13
I'm
2:14
one
2:14
of
2:14
your
2:14
hosts,
2:14
Ann
2:14
Mazenga.
2:16
And
2:16
I'm
2:16
Chris
2:16
Walton
2:17
and
2:17
we
2:17
are.
2:18
Here
2:18
once
2:18
again
2:19
to
2:19
discuss
2:20
all
2:20
the
2:20
top
2:21
headlines
2:21
from
2:22
the
2:22
past
2:22
week
2:23
making
2:23
waves
2:23
in
2:23
the
2:24
world
2:24
of
2:24
omnichannel
2:25
retailing.
2:25
And
2:26
one
2:26
headline
2:27
that
2:27
is
2:27
very
2:27
important
2:28
to
2:28
us
2:28
here
2:28
at
2:29
Omnitack
2:29
Retail
2:30
is
2:30
that
2:30
we
2:30
have
2:31
become
2:31
Walmart
2:31
plus
2:32
members.
2:32
And
2:32
Chris
2:33
yeah,
2:33
you
2:33
use
2:33
it
2:34
for
2:34
the
2:34
first
2:34
time
2:34
so
2:35
purchase
2:35
and
2:36
yes,
2:36
yes,
2:36
let's
2:37
hear
2:37
about,
2:37
let's
2:37
hear
2:38
about.
2:38
It's
2:38
amazing.
2:38
So.
2:39
So
2:39
Ann,
2:40
I
2:40
Don't
2:40
want
2:40
to
2:40
give
2:40
too
2:40
much
2:41
detail
2:41
on
2:41
this,
2:41
but
2:41
had
2:41
a
2:42
plumbing
2:42
issue.
2:42
I
2:42
had
2:43
a
2:43
plumbing
2:43
issue
2:43
on
2:43
Friday.
2:44
Had
2:44
to
2:44
call
2:44
the
2:44
plumber
2:45
and
2:45
the
2:45
plumber
2:46
sitting
2:46
there
2:46
and
2:46
he
2:46
uses
2:47
the
2:47
toilet
2:47
snake,
2:48
or
2:48
also
2:48
known
2:49
as
2:49
the
2:49
toilet
2:49
auger.
2:50
If
2:50
you're
2:50
going
2:50
to
2:50
Purchase
2:51
1
2:51
from
2:51
Walmart.com
2:52
okay.
2:52
And
2:52
I'm
2:53
like,
2:53
should
2:53
I
2:53
just
2:54
buy
2:54
one
2:54
of
2:54
these?
2:54
He's
2:55
like,
2:55
yeah,
2:55
it's
2:55
like
2:55
20
2:55
bucks
2:56
and
2:56
you
2:56
don't
2:56
have
2:56
to
2:56
call
2:56
us
2:57
out.
2:57
So
2:57
I'm
2:57
like,
2:57
okay.
2:58
So
2:58
I
2:58
get.
2:58
I,
3:00
I
3:00
send
3:00
him
3:00
on
3:00
his
3:00
merry
3:01
way
3:01
in
3:01
the
3:02
spirit
3:02
of
3:02
the
3:02
holidays.
3:03
I
3:03
go
3:03
on
3:03
Walmart
3:04
plus
3:04
I
3:04
buy
3:04
the
3:05
toilet
3:05
auger.
3:06
And
3:06
next
3:07
thing
3:07
I
3:07
know,
3:08
I
3:08
didn't,
3:08
I
3:08
didn't
3:08
elect
3:09
express
3:09
delivery.
3:10
It's
3:10
at
3:10
my
3:10
house
3:10
in
3:10
three
3:11
hours.
3:11
Three
3:12
hours.
3:12
I
3:12
have
3:12
a
3:12
brand
3:12
new
3:13
toilet
3:13
snake
3:14
in
3:14
three
3:14
hours.
3:15
It's
3:15
life
3:16
changing,
3:16
Ed.
3:16
I
3:16
absolutely
3:17
love
3:17
it.
3:17
Like,
3:17
it's
3:18
so
3:18
great.
3:18
And,
3:18
and
3:18
you
3:19
know,
3:19
those
3:19
are
3:19
the
3:19
types
3:19
of
3:20
items
3:20
too,
3:20
that
3:20
I
3:21
don't.
3:21
That's,
3:21
that's,
3:22
it's,
3:22
it's
3:22
a
3:23
testament
3:23
to
3:23
Walmart's
3:24
marketplace
3:24
too,
3:25
that
3:25
I
3:25
could
3:25
find
3:25
a
3:26
toilet
3:26
snake@walmart.com
3:28
Very
3:28
easy.
3:29
And
3:30
you
3:30
know,
3:30
it's
3:30
going
3:30
to
3:30
be
3:31
used
3:31
very
3:31
often
3:32
in
3:32
my
3:32
household.
3:32
And
3:33
that's
3:33
what
3:33
I'll
3:33
say
3:33
from
3:34
what,
3:34
Buying
3:35
stuff
3:35
too,
3:35
because
3:36
we
3:36
share
3:36
the
3:36
membership.
3:37
I've
3:37
seen
3:37
your
3:37
notifications
3:38
going
3:38
on.
3:39
Like,
3:39
how
3:40
are
3:40
the
3:40
things
3:40
you've
3:40
been
3:40
buying?
3:41
I've
3:41
been
3:42
buying
3:42
so
3:42
much
3:42
stuff.
3:43
I
3:43
mean,
3:43
I
3:44
bought
3:44
myself
3:44
a
3:44
weighted
3:45
blanket
3:46
with
3:46
the
3:46
early
3:47
Black
3:47
Friday
3:47
sale
3:48
that
3:48
they
3:48
had
3:48
started
3:49
November
3:49
11th.
3:50
I've
3:50
purchased.
3:51
Actually,
3:51
I'm.
3:52
What
3:52
I've
3:52
been
3:52
most
3:52
surprised
3:53
about
3:54
is
3:54
the
3:55
beauty
3:55
products
3:56
that
3:56
I
3:56
purchased.
3:57
I
3:57
purchased
3:58
everything.
3:58
Walmart's
3:59
gonna
3:59
like
3:59
you
3:59
even
4:00
more,
4:00
Ann.
4:00
Nice
4:01
job.
4:01
I
4:01
am
4:02
honestly
4:02
surprised.
4:03
Like,
4:03
I
4:03
was
4:03
a
4:03
little
4:04
hesitant
4:06
because
4:06
I'm,
4:07
I
4:07
don't
4:07
usually
4:08
like
4:08
buying
4:08
beauty
4:08
products
4:09
from
4:09
Amazon.
4:09
And
4:10
so
4:10
I
4:10
was
4:10
like,
4:10
well,
4:11
let's
4:11
see
4:11
how
4:12
this
4:12
goes.
4:12
But
4:13
I,
4:13
I've
4:14
ordered,
4:14
I
4:15
mean,
4:15
I
4:15
ordered
4:15
gifts
4:16
for
4:16
my
4:16
girlfriends
4:16
for
4:17
our
4:17
favorite
4:18
things
4:18
giveaway
4:19
from
4:19
there
4:19
that
4:19
are
4:19
beauty
4:20
products.
4:20
I've
4:21
purchased
4:21
my
4:21
own
4:21
beauty
4:22
products
4:22
and
4:23
it's
4:23
been
4:24
very,
4:24
I
4:24
would
4:24
say
4:25
overwhel,
4:25
overwhelmingly
4:26
satisfied
4:27
by
4:27
the
4:27
types
4:27
of
4:28
products
4:28
that
4:28
they
4:28
purchased.
4:29
And
4:29
then
4:29
we
4:29
moved
4:29
into
4:30
a
4:30
new
4:30
house.
4:30
So
4:31
I
4:31
mean,
4:31
I
4:31
think
4:31
I
4:31
have
4:32
something
4:32
shipping
4:32
here
4:32
every
4:33
single
4:33
day
4:34
from,
4:34
from
4:35
Walmart
4:35
now.
4:35
And
4:36
I,
4:36
it's
4:37
been,
4:37
I
4:37
mean,
4:37
I
4:38
think
4:38
you
4:38
probably
4:38
say
4:38
the
4:38
same,
4:39
like,
4:39
where
4:40
would
4:40
you
4:40
have
4:40
gone
4:41
before
4:42
for
4:42
that
4:42
toilet
4:43
auger?
4:44
Right.
4:44
Like,
4:45
probably
4:45
I
4:45
would
4:45
have
4:45
gone
4:46
to
4:46
Amazon
4:46
for
4:46
sure.
4:47
Before
4:47
Amazon.
4:48
Yeah.
4:49
I
4:49
wouldn't
4:49
have
4:49
gone
4:49
to
4:49
Target
4:50
because
4:50
I
4:50
don't
4:50
think
4:50
Target
4:51
probably
4:51
carries
4:51
it
4:52
in
4:52
their
4:52
marketplace.
4:52
I
4:53
know
4:53
they
4:53
don't
4:53
carry
4:53
one
4:54
in
4:54
store
4:54
so
4:54
I
4:54
doubt
4:55
they've
4:55
expanded
4:55
their
4:55
assortment
4:56
to
4:56
carry
4:56
one.
4:57
I
4:57
don't
4:57
know
4:57
that,
4:57
but
4:58
maybe
4:58
they
4:58
do,
4:58
but
4:59
I
4:59
wouldn't
4:59
have
4:59
thought
4:59
of
4:59
them.
5:00
So
5:00
I
5:00
would
5:00
have
5:00
gone
5:00
to
5:00
Amazon.
5:01
But
5:01
now,
5:02
you
5:02
know,
5:02
given,
5:02
given
5:03
the
5:03
delivery
5:03
dynamics
5:04
and
5:04
the
5:04
fact
5:05
that
5:05
I
5:05
just
5:05
expect
5:06
Walmart
5:06
to
5:06
have
5:07
the
5:07
best
5:07
price,
5:07
like
5:07
I
5:08
still
5:08
expect
5:08
Walmart
5:08
to
5:09
have
5:09
the
5:09
best
5:09
price.
5:10
I
5:10
just
5:10
went
5:10
to,
5:10
I
5:10
just
5:10
went
5:11
to
5:11
Walmart
5:11
and
5:11
I
5:11
got
5:11
it
5:11
there
5:12
and,
5:13
and
5:13
I
5:13
just
5:13
really
5:13
like
5:13
what
5:13
they're
5:13
doing
5:14
with
5:14
Walmart
5:14
plus
5:14
and
5:14
I
5:15
wanted
5:15
to
5:15
experience
5:15
it.
5:15
So
5:16
yeah,
5:16
that's,
5:16
that's,
5:17
that's
5:17
what
5:17
I
5:17
thought
5:17
of.
5:17
Is
5:18
that
5:18
why
5:18
you
5:18
were
5:18
asking
5:18
me
5:18
that
5:19
question?
5:19
Yeah,
5:20
I
5:20
mean
5:20
I
5:20
think
5:20
it's
5:20
just,
5:21
it's,
5:21
it's
5:21
changed
5:22
my
5:22
behavior
5:23
and
5:23
where
5:23
I
5:23
go
5:23
and
5:23
I
5:24
think
5:24
the
5:24
key
5:24
driver
5:25
of
5:25
that
5:25
is
5:26
price.
5:26
Like
5:26
Walmart
5:27
is
5:27
just
5:27
beating
5:28
everyone
5:28
on
5:28
price.
5:29
It's
5:29
a
5:29
testament
5:30
to
5:30
their
5:30
marketplace
5:31
that
5:31
they've
5:31
got
5:31
set
5:31
up.
5:32
Like
5:32
it's
5:32
just
5:33
you,
5:33
you
5:33
go
5:34
there
5:34
with
5:34
a
5:35
high
5:35
degree
5:35
of
5:35
confidence
5:36
that
5:36
what
5:37
you're
5:37
going
5:37
to
5:37
find
5:37
is
5:38
going
5:38
to
5:38
be
5:38
here
5:39
quickly
5:39
and
5:40
that
5:40
it's
5:40
going
5:40
to
5:40
be
5:40
the
5:40
best
5:41
price.
5:41
So
5:41
we
5:42
are
5:42
not.
5:42
This
5:42
is,
5:43
this
5:43
sounds
5:43
like
5:43
a
5:43
paid
5:44
promotion
5:44
for
5:44
Walmart
5:45
plus.
5:45
It
5:45
is,
5:45
it's
5:46
definitely
5:46
not,
5:46
it's
5:47
definitely
5:47
not.
5:47
We,
5:48
we,
5:48
we
5:49
are,
5:49
we
5:49
have
5:49
tried
5:50
it.
5:51
We,
5:51
we
5:51
are
5:52
now
5:52
believers
5:52
in
5:52
Walmart
5:53
plus.
5:53
I'm
5:53
bought
5:54
in.
5:54
I'm
5:54
bought
5:54
in.
5:54
Yeah,
5:55
yeah,
5:55
I
5:55
mean
5:55
I
5:56
expected
5:56
that.
5:56
I.
5:57
Oh,
5:57
sorry,
5:58
go
5:58
ahead.
5:58
I
5:58
was
5:59
just
5:59
gonna
5:59
say
5:59
I
5:59
think
5:59
that's
5:59
gonna
6:00
make
6:00
for
6:00
some,
6:01
some
6:01
consistency
6:02
with
6:02
some
6:02
of
6:02
the
6:02
headlines
6:03
that
6:03
we
6:03
talk
6:03
about
6:03
today
6:04
too.
6:05
Makes
6:05
sense,
6:06
but
6:06
go
6:06
ahead.
6:06
Yeah,
6:07
no,
6:07
100%.
6:07
It's
6:07
a
6:07
great
6:08
setup
6:08
for
6:08
the
6:08
first
6:08
headline
6:09
actually
6:09
because,
6:10
because,
6:11
yeah,
6:12
it's,
6:12
it's
6:12
very
6:12
important
6:13
and
6:13
germane
6:13
to,
6:14
to
6:14
the
6:14
topic
6:14
at
6:15
hand
6:15
this
6:15
week,
6:15
particularly
6:16
as
6:17
evidenced
6:17
by
6:18
some
6:18
of
6:18
the
6:18
headlines
6:18
coming
6:18
out
6:19
of
6:19
the
6:19
Wall
6:19
Street
6:19
Journal.
6:19
But
6:20
all
6:20
right,
6:20
let's
6:20
get
6:21
to
6:21
the
6:21
headlines
6:21
then.
6:22
Today's
6:22
headlines
6:22
are
6:22
brought
6:23
to
6:23
you
6:23
by.
6:23
Manifest.
6:24
Come
6:24
early
6:25
and
6:25
stay
6:25
late
6:25
to
6:26
experience
6:26
everything
6:26
Manifest
6:27
the
6:27
future
6:27
of
6:28
supply
6:28
chain
6:28
and
6:29
logistics
6:29
conference
6:30
has
6:30
to
6:30
offer.
6:31
Come
6:31
early
6:31
to
6:31
take
6:32
advantage
6:32
of
6:32
seven
6:33
kickoff
6:33
day
6:33
summits.
6:34
Stay
6:34
late
6:35
for
6:35
an
6:35
exclusive
6:36
after
6:36
party
6:36
with
6:37
a
6:37
Grammy
6:37
nominated
6:38
artist.
6:38
More
6:39
to
6:39
come
6:39
on
6:39
that
6:39
and
6:40
more
6:40
to
6:40
come
6:41
very
6:41
soon.
6:41
You
6:41
know
6:41
that's
6:42
what
6:42
I'm
6:42
all
6:42
about
6:42
at
6:42
these
6:43
conferences
6:43
is
6:43
the
6:44
Grammy
6:44
nominated.
6:44
Artists
6:45
yeah,
6:46
yeah,
6:46
right.
6:46
I
6:47
know.
6:47
You
6:47
and
6:47
me
6:48
both
6:49
maybe
6:49
friends
6:50
of
6:50
Omnitalk,
6:51
which
6:51
is
6:51
all
6:51
of
6:51
you
6:51
folks,
6:52
save
6:52
$200
6:53
on
6:53
the
6:53
current
6:54
registration
6:54
rate.
6:55
That's
6:55
$800
6:56
off
6:56
the
6:56
current
6:57
on
6:57
site
6:57
rate
6:58
by
6:58
visiting
6:59
manifest.com/save
7:01
with
7:01
Omnitalk.
7:02
That's
7:02
manifest.comsave
7:04
with
7:05
Omnitalk.
7:05
In
7:06
this
7:06
week's
7:06
Fast
7:06
5,
7:07
we've
7:07
got
7:07
news
7:07
on
7:07
Kohl's
7:08
new
7:08
CEO
7:09
curate
7:10
its
7:10
new
7:10
rebrand
7:11
and
7:11
push
7:11
into
7:12
live
7:12
streaming
7:12
and
7:12
social
7:12
media.
7:13
TikTok
7:14
quietly
7:14
testing
7:15
product
7:15
links
7:15
in
7:16
its
7:16
posts
7:16
and
7:17
Perplexity
7:18
introduces
7:18
a
7:18
new
7:19
shopping
7:19
feature
7:20
for
7:20
for
7:20
its
7:21
paid
7:21
pro
7:22
US
7:22
users.
7:23
But
7:23
we
7:24
begin
7:24
today
7:24
with
7:24
we
7:25
as
7:25
we
7:25
alluded
7:26
to
7:26
at
7:26
the
7:26
start,
7:27
with
7:27
the
7:27
big
7:28
question
7:28
being
7:29
raised
7:29
from
7:29
the
7:29
Wall
7:29
Street
7:30
Journal
7:30
about
7:30
Target.
7:31
And
7:31
headline
7:32
number
7:32
one
7:33
is
7:33
from
7:33
the
7:33
Wall
7:33
Street
7:34
Journal
7:34
this
7:34
week,
7:35
which
7:35
asked
7:35
if
7:35
Target
7:36
has
7:36
moved
7:37
from
7:37
cheap
7:38
chic
7:38
to
7:39
a
7:39
dull
7:39
chore.
7:40
According
7:40
to
7:40
the
7:40
Journal,
7:41
Target's
7:41
share
7:42
price
7:42
tumbled
7:42
more
7:42
than
7:42
20%
7:43
after
7:43
the
7:43
company
7:44
reported
7:44
another
7:45
disappointing
7:45
quarter
7:46
and
7:46
executives
7:47
lowered
7:47
financial
7:48
targets
7:48
they
7:48
had
7:48
set
7:49
back
7:49
in
7:49
August.
7:50
The
7:50
shares
7:50
have
7:51
lost
7:51
more
7:51
than
7:51
half
7:51
their
7:52
value
7:52
since
7:52
hitting
7:53
a
7:53
pandemic
7:53
peak
7:54
around
7:54
$266
7:56
in
7:56
November
7:56
of
7:56
2021,
7:58
putting
7:58
pressure
7:58
on
7:59
longtime
7:59
chief
7:59
executive
8:00
Brian
8:00
Cornell
8:01
to
8:01
turn
8:01
things
8:02
around.
8:03
We
8:04
also
8:04
have
8:04
heard
8:04
that
8:04
customers
8:05
have
8:05
long
8:06
bragged
8:06
about
8:06
their
8:07
cheap,
8:07
chic
8:08
Target
8:09
purchases,
8:09
but
8:10
now
8:10
many
8:10
are
8:10
griping
8:11
about
8:11
items
8:11
missing
8:12
on
8:12
shelves,
8:12
long
8:13
checkout
8:13
lines
8:13
and
8:14
products
8:14
being
8:14
locked
8:15
up
8:15
to
8:15
prevent
8:16
theft,
8:16
said
8:17
longtime
8:17
Target
8:18
executive
8:18
and
8:18
former
8:19
Toys
8:19
R
8:19
Us
8:20
CEO
8:20
Jerry
8:21
Storch.
8:22
Target,
8:23
quote,
8:23
is
8:23
like
8:24
an
8:24
old
8:24
friend.
8:25
You
8:25
kind
8:25
of
8:25
have
8:25
to
8:26
wander
8:26
away
8:26
from
8:27
an
8:27
old
8:27
friend
8:28
who
8:28
has
8:28
become
8:28
boring.
8:29
End
8:29
quote.
8:30
Chris,
8:31
we
8:31
we
8:31
are
8:32
starting
8:32
you
8:32
off
8:33
with
8:33
the
8:33
A
8:33
and
8:33
M
8:33
Put
8:33
yout
8:34
on
8:34
the
8:34
Spot
8:34
question
8:35
of
8:35
the
8:35
week,
8:36
which
8:36
is
8:37
are
8:37
you
8:37
ready?
8:38
Bring
8:38
it.
8:38
Okay.
8:39
As
8:39
we
8:40
recently
8:40
discussed
8:40
in
8:40
our
8:41
five
8:41
insightful
8:41
Minutes
8:42
segment
8:42
with
8:42
you
8:42
about
8:43
our
8:43
most
8:43
recent
8:44
Consumer
8:44
Sentiment
8:44
report,
8:45
the
8:45
US
8:46
Consumer
8:46
across
8:47
all
8:47
income
8:47
levels
8:48
continues
8:48
to
8:48
pull
8:48
back
8:49
on
8:49
discretionary
8:49
spending
8:50
in
8:50
favor
8:50
of
8:50
fulfilling
8:51
basic
8:51
needs.
8:52
Is
8:52
Target's
8:53
slide
8:53
really
8:53
about
8:54
retail
8:54
execution?
8:55
Things
8:56
like
8:56
stockouts,
8:56
long
8:57
lines
8:57
and
8:57
products
8:57
under
8:58
glass
8:58
or
8:59
those
8:59
things
8:59
just
8:59
amplifying
9:00
the
9:00
problem
9:00
that
9:00
Target's
9:01
customers
9:02
are
9:02
cutting
9:02
back
9:03
on
9:03
the
9:03
things
9:03
they
9:04
normally
9:04
shop
9:04
at
9:05
Target
9:05
for.
9:06
Chris,
9:07
the
9:07
floor
9:07
is
9:07
yours.
9:08
Oh,
9:09
Ann,
9:09
I
9:09
love
9:09
that
9:09
question.
9:10
First
9:10
thing
9:10
I
9:11
think
9:11
about
9:11
is,
9:11
Ann,
9:12
our
9:12
customers
9:13
love
9:13
products
9:13
under
9:14
glass.
9:14
Remember
9:14
when
9:14
Cornell
9:15
said
9:15
that?
9:15
Yes,
9:16
they
9:16
just
9:16
love
9:17
us.
9:17
They're
9:18
coming
9:18
up
9:18
to
9:18
me
9:18
and
9:18
thanking
9:19
me
9:19
for
9:19
putting
9:19
our
9:19
products
9:20
under
9:20
gl.
9:20
What
9:20
a
9:21
bunch
9:21
of
9:21
baloney.
9:22
But,
9:22
but
9:22
all
9:22
right,
9:23
getting
9:23
back
9:23
to
9:23
the
9:23
question
9:23
at
9:24
hand
9:24
to
9:24
put
9:24
you
9:24
on
9:24
the
9:24
spot.
9:25
Question
9:25
from
9:25
our
9:25
friends
9:25
at
9:26
the
9:26
A
9:26
and
9:26
M
9:26
consumer
9:26
and
9:26
Retail
9:27
Group.
9:27
I
9:27
think
9:28
it's
9:28
a
9:28
great
9:28
question
9:29
and
9:29
my
9:29
answer
9:30
is
9:30
actually
9:31
yes
9:32
and
9:32
an.
9:32
I
9:33
think
9:33
it's,
9:33
it's
9:34
partially
9:34
macroeconomic,
9:36
it's
9:36
partially
9:37
execution.
9:38
But
9:38
the
9:38
real
9:38
root
9:39
is
9:40
honestly
9:40
CEO
9:40
Brian
9:41
Cornell's
9:41
leadership.
9:42
You
9:42
know,
9:42
we've
9:42
been,
9:43
we've
9:43
been,
9:43
we've
9:43
been
9:44
circling
9:44
this,
9:45
this
9:45
eventuality
9:46
for
9:46
a
9:46
long
9:46
time
9:46
on
9:46
the
9:47
show.
9:47
I
9:47
think
9:47
you
9:47
could
9:47
go
9:47
back
9:48
a
9:48
year,
9:48
year
9:48
and
9:48
a
9:48
half
9:48
to
9:49
us
9:49
predicting
9:49
that
9:50
this
9:50
type
9:50
of
9:50
thing
9:50
was
9:50
going
9:51
to
9:51
happen.
9:51
Um,
9:52
and
9:52
I've
9:52
never
9:53
shared
9:53
this
9:53
anecdote.
9:54
Um,
9:54
I've
9:54
talked
9:54
about
9:55
it
9:55
with
9:55
you,
9:55
but
9:55
I've
9:55
never
9:56
shared
9:56
it
9:56
on
9:56
this
9:56
podcast.
9:57
But
9:57
Cornell
9:58
stated
9:58
strategy
9:59
in
9:59
2017,
10:01
which
10:01
is
10:01
100%,
10:02
this
10:02
is
10:03
100%.
10:03
Why
10:04
I
10:04
decided
10:04
to
10:04
leave
10:05
Target
10:05
when
10:05
I
10:05
did
10:06
was
10:07
to
10:07
retrench,
10:08
refurbish
10:09
the
10:09
stores
10:10
and
10:10
pick
10:11
up
10:11
share
10:11
while
10:11
other
10:12
competitors
10:12
died
10:13
off.
10:13
So
10:13
essentially
10:14
his
10:14
strategy
10:15
was
10:15
to
10:15
grow
10:16
through
10:16
other
10:16
people's
10:17
deaths
10:18
versus
10:18
to
10:18
make
10:18
yourself
10:19
more
10:19
compelling.
10:20
I
10:20
didn't
10:20
find
10:20
that
10:21
inspiring.
10:22
I
10:22
believe
10:22
in
10:22
the,
10:22
I
10:23
believe
10:23
in
10:23
the
10:23
idea
10:23
of
10:24
how
10:24
good
10:24
is
10:24
your
10:24
good,
10:25
not
10:25
grow
10:26
from
10:26
other
10:26
people
10:26
dying.
10:27
Like,
10:27
I'm
10:27
just
10:28
going
10:28
to
10:28
put
10:28
it
10:28
out
10:28
there.
10:28
And
10:29
so,
10:29
and
10:29
I
10:29
think
10:30
so
10:31
now
10:31
let's
10:31
flash
10:31
forward.
10:32
Like
10:32
now
10:32
we're
10:32
what,
10:33
seven
10:33
years
10:33
later
10:34
and
10:35
the
10:35
pandemic
10:35
happened.
10:36
And
10:37
like
10:37
a
10:37
novice
10:37
blackjack
10:38
player
10:39
who
10:39
wins
10:39
when
10:39
the
10:39
dealer
10:40
bust,
10:40
the
10:41
pandemic
10:41
happens.
10:42
And
10:42
all
10:42
of
10:42
a
10:42
sudden
10:42
people
10:43
don't
10:43
have
10:43
that
10:43
many
10:43
places
10:44
to
10:44
shop
10:44
and
10:44
want
10:45
to
10:45
consolidate
10:45
their
10:46
trips,
10:46
so
10:47
he
10:47
mistakenly
10:47
looks
10:48
like
10:48
a
10:48
hero
10:49
because
10:49
they
10:49
start
10:50
selling
10:50
more
10:50
groceries
10:51
and
10:51
apparel
10:51
than
10:52
ever
10:52
before.
10:52
Because
10:53
quite
10:53
honestly,
10:54
they
10:54
were
10:54
the
10:54
only
10:55
one
10:55
of
10:55
the
10:55
only
10:55
few
10:55
stores
10:56
that
10:56
was
10:57
open.
10:58
But
10:58
now,
10:58
two
10:58
years
10:59
out
10:59
from
10:59
the
10:59
pandemic,
10:59
the
11:00
company
11:00
doesn't
11:00
have
11:01
a
11:01
single
11:01
stated
11:02
growth
11:02
strategy
11:02
to
11:03
write
11:03
home
11:03
about
11:04
the
11:04
culture
11:04
is
11:04
reportedly
11:05
awful,
11:06
according
11:06
to
11:06
our
11:07
sources,
11:07
the
11:07
friends
11:07
of
11:08
whom
11:08
we
11:09
talk
11:09
to
11:09
regularly.
11:09
And
11:10
meanwhile,
11:10
on
11:10
the
11:10
flip
11:11
side,
11:11
Walmart
11:12
is
11:12
growing
11:12
via
11:13
high
11:13
income
11:13
earners,
11:14
is
11:14
selling
11:14
its
11:15
tech
11:15
to
11:15
other
11:15
retailers,
11:16
has
11:16
a
11:16
far
11:16
more
11:17
robust
11:17
marketplace
11:18
on
11:18
a
11:18
scale
11:18
literally,
11:19
literally,
11:19
because
11:19
I
11:20
looked
11:20
the
11:20
numbers
11:20
up
11:21
a
11:21
hundred
11:21
times
11:21
more
11:21
than
11:22
Target,
11:22
which
11:22
goes
11:22
back
11:23
to
11:23
what
11:23
we
11:23
talked
11:23
about
11:23
the
11:23
outset
11:24
of
11:24
this
11:24
podcast.
11:25
And
11:25
it's
11:25
getting
11:25
into
11:26
banking
11:26
and
11:26
making
11:27
moves
11:27
in
11:27
finance.
11:28
And
11:28
the
11:28
biggest
11:28
thing
11:29
coming
11:29
out
11:29
of
11:29
Target's
11:30
earnings
11:30
release
11:30
this
11:30
past
11:31
week
11:31
was
11:31
the
11:31
launch
11:32
of
11:32
some
11:32
wild
11:33
fable
11:33
apparel
11:34
brand.
11:35
I
11:35
say
11:35
that,
11:35
but
11:35
that's
11:36
real.
11:36
That
11:36
was
11:36
the
11:37
best
11:37
thing
11:37
they
11:37
were
11:37
talking
11:37
about.
11:38
And
11:38
wicked.
11:38
So
11:38
it's
11:39
and
11:39
wicked.
11:40
And
11:40
Wicked.
11:41
Right.
11:41
And
11:41
Taylor
11:41
Swift.
11:42
Right.
11:42
Yes.
11:42
And
11:42
wicked
11:42
And
11:42
Till.
11:43
Yes.
11:43
Being
11:44
fair.
11:44
Yes.
11:44
Oh,
11:45
and
11:45
the
11:45
amorphous,
11:46
like,
11:46
X
11:46
number
11:46
of
11:47
stores
11:47
are
11:47
going
11:47
to
11:47
build
11:47
out
11:48
over
11:48
10
11:48
years,
11:48
which
11:48
no
11:49
one's
11:49
defined
11:49
in
11:49
any
11:49
way,
11:50
shape
11:50
or
11:50
form.
11:50
So
11:51
in
11:51
my
11:51
opinion,
11:51
Ann,
11:52
I
11:52
hate
11:53
to
11:53
say
11:53
it,
11:53
but
11:53
it's
11:54
time
11:54
the
11:54
shareholders
11:54
take
11:55
a
11:55
hard
11:55
look
11:55
at
11:56
what
11:56
Cornell
11:56
has
11:57
really
11:57
accomplished
11:58
and
11:58
start
11:58
to
11:59
start
11:59
the
11:59
process
12:00
of
12:00
deciding
12:01
who
12:01
stays
12:02
and
12:02
who
12:02
goes
12:03
under
12:03
his
12:03
regime.
12:04
Because
12:04
Emperor
12:05
Cornell
12:05
is
12:05
at
12:06
risk
12:06
of
12:06
standing
12:06
naked
12:07
for
12:07
all
12:07
to
12:07
see
12:07
here
12:08
very
12:08
soon,
12:08
and
12:08
it's
12:09
time
12:09
for
12:09
him
12:09
to
12:09
step
12:09
down,
12:10
honestly,
12:10
before
12:10
it's
12:11
too
12:11
late.
12:11
That's
12:11
my
12:11
opin.
12:12
Wow.
12:13
How
12:13
do
12:13
I
12:13
follow
12:14
that
12:14
up,
12:14
Chris.
12:18
Agree
12:18
or
12:19
disagree?
12:19
Let's
12:19
start
12:19
there.
12:20
Ed.
12:20
I
12:20
mean,
12:21
I
12:21
don't.
12:21
That
12:21
was,
12:21
that
12:21
was.
12:22
It
12:22
was.
12:22
It
12:22
was,
12:23
it
12:23
was
12:23
not
12:23
a
12:23
rant.
12:24
It
12:24
was,
12:24
I
12:24
thought
12:24
it
12:24
was
12:24
a
12:24
very,
12:25
very.
12:26
It
12:26
was,
12:26
it
12:26
was,
12:26
it
12:27
was
12:27
definitely,
12:27
like,
12:27
pointed.
12:28
But
12:28
I,
12:28
you
12:28
know,
12:28
I
12:28
thought.
12:29
Yes.
12:29
You
12:29
know,
12:29
I
12:29
thought
12:30
it
12:30
was,
12:30
it
12:30
was,
12:31
it
12:31
was
12:31
not
12:31
rant
12:31
level
12:32
like
12:32
I've
12:32
done
12:32
on
12:32
previous
12:33
shows.
12:33
But
12:33
no,
12:34
I
12:34
think
12:34
it
12:34
was
12:35
better
12:35
than
12:35
this
12:35
Wall
12:35
Street
12:36
Journal
12:36
article.
12:36
I
12:36
will
12:37
say
12:37
that.
12:37
I
12:37
mean,
12:38
talk
12:38
about
12:39
waste
12:39
of
12:39
an
12:39
article.
12:40
Like,
12:40
you
12:40
could
12:40
pull.
12:41
I
12:41
don't
12:42
care
12:42
what
12:42
Mary
12:43
and
12:43
Florida
12:44
things.
12:45
Jim
12:45
on
12:46
his
12:46
way
12:46
home
12:46
from
12:46
the
12:47
gym
12:47
in
12:47
the
12:47
morning.
12:47
Like.
12:48
Right.
12:48
I
12:49
actually,
12:49
that's
12:49
actually
12:50
part
12:50
of,
12:51
part
12:51
of
12:51
the
12:51
problem
12:52
here
12:52
that
12:52
I
12:53
have
12:53
with
12:53
the
12:53
reporting
12:54
that's
12:54
happening.
12:55
And
12:55
I
12:55
especially
12:55
call
12:56
out
12:56
Wall
12:56
Street
12:56
Journal
12:57
for
12:57
this.
12:57
Like,
12:58
get
12:58
in
12:58
and
12:59
start
12:59
talking
12:59
to
12:59
some
13:00
executives
13:00
at
13:00
Target,
13:01
find
13:01
out
13:01
what's
13:02
really
13:02
going
13:03
on.
13:03
I
13:04
find
13:04
it
13:04
hard
13:04
to
13:05
believe
13:05
that
13:05
you
13:05
can't
13:06
find
13:06
anybody
13:07
at
13:07
Target
13:07
as
13:07
a
13:07
source
13:08
to
13:08
really
13:09
dive
13:09
into
13:10
what's
13:10
going
13:10
on
13:11
inside.
13:11
And
13:12
I
13:12
think
13:12
that,
13:12
you
13:13
know,
13:13
the,
13:13
or
13:14
to
13:14
just
13:14
display
13:15
facts
13:15
like
13:15
what
13:15
you
13:16
just
13:16
did
13:16
in,
13:17
in
13:17
your,
13:17
in
13:17
your
13:18
points
13:18
that
13:19
you're
13:19
making
13:19
here
13:19
in
13:19
your
13:20
answer
13:20
to
13:20
the
13:20
A
13:20
and
13:20
M
13:21
question.
13:21
I
13:21
mean,
13:21
I
13:22
think
13:22
the
13:22
number
13:22
one
13:23
thing
13:23
here,
13:23
we've
13:23
been
13:24
asked
13:24
by
13:24
reporters,
13:25
by
13:25
friends
13:26
in
13:26
the
13:26
last
13:26
week
13:27
multiple
13:28
times,
13:28
like,
13:29
what
13:29
does
13:29
Target
13:29
need?
13:30
What's
13:30
the
13:30
strategy
13:30
here?
13:31
And
13:31
you
13:31
called
13:31
it
13:31
out,
13:32
and
13:32
that's
13:32
growth.
13:33
And
13:33
it
13:33
pains
13:34
me
13:34
because,
13:34
Chris,
13:35
these
13:35
are
13:35
our
13:36
friends,
13:36
our
13:36
neighbors,
13:37
our
13:38
former
13:38
colleagues.
13:39
Like,
13:39
there
13:39
is
13:40
no
13:40
reason
13:41
the
13:41
Target
13:42
couldn't
13:43
be
13:43
on
13:43
top
13:44
here
13:44
and
13:44
couldn't
13:45
be
13:45
better.
13:46
You,
13:46
you
13:46
have
13:47
a
13:47
unique
13:47
value
13:47
proposition.
13:48
Target,
13:48
you
13:49
had
13:49
it.
13:49
Get
13:50
it
13:50
back
13:50
and
13:51
start
13:51
making
13:51
investments
13:52
in
13:52
the
13:52
places
13:52
that
13:52
make
13:53
sense
13:53
so
13:53
that
13:53
you
13:54
can
13:54
grow
13:54
and
13:55
can
13:55
be
13:55
competitive
13:56
or
13:56
it
13:56
will
13:56
be
13:56
the
13:57
end
13:57
for
13:57
Target.
13:58
I
13:58
hate
13:58
to
13:58
say
13:58
it,
13:59
but
13:59
it's
13:59
like
13:59
there.
14:00
Some
14:00
people
14:01
need
14:01
to
14:01
start
14:01
taking
14:02
action
14:02
inside
14:02
Target.
14:03
I'm
14:03
sure
14:03
some
14:03
people
14:04
are
14:04
trying.
14:04
There
14:05
are
14:05
good,
14:05
smart
14:06
people
14:06
there.
14:07
But
14:07
Cornell,
14:08
you
14:08
got
14:08
to
14:08
step
14:08
down.
14:09
I
14:09
was
14:09
actually
14:10
a
14:10
little
14:10
surprised,
14:11
Chris,
14:11
that
14:11
we
14:11
didn't
14:12
hear
14:12
him
14:12
say
14:13
that
14:13
he
14:13
might
14:14
be
14:14
stepping
14:14
down.
14:14
In
14:15
this
14:15
call
14:15
last
14:15
Wednesday,
14:16
I
14:16
was,
14:16
I
14:16
was,
14:17
I
14:17
had,
14:17
I
14:17
had
14:17
a
14:17
feeling
14:18
that,
14:18
you
14:18
know,
14:19
I
14:19
still
14:19
have
14:19
a
14:20
feeling
14:20
that
14:20
this
14:20
is
14:20
going
14:20
to
14:20
come
14:21
earlier
14:21
than
14:21
the
14:21
one
14:21
to
14:22
two
14:22
years
14:22
that
14:22
they,
14:23
they're,
14:23
they
14:23
were
14:24
projecting
14:24
like,
14:24
oh,
14:24
no,
14:24
we're
14:24
going
14:25
to
14:25
change
14:25
our
14:25
retirement
14:25
age
14:26
so
14:26
that
14:26
he
14:26
can
14:26
stay
14:26
on
14:27
for
14:27
longer
14:27
if
14:27
he
14:27
wants
14:27
to.
14:28
His
14:28
time
14:29
is
14:29
done.
14:29
He's
14:30
benefited
14:31
off
14:31
the
14:31
pandemic
14:32
and
14:32
now
14:32
some
14:33
serious
14:33
decisions
14:34
have
14:34
to
14:34
be
14:34
made
14:34
for
14:35
the
14:35
sake
14:35
of
14:36
all
14:36
of
14:36
our
14:36
friends
14:37
still
14:37
at
14:37
Target
14:38
and
14:38
the
14:38
Target
14:38
consumer,
14:39
because
14:39
things
14:40
are
14:40
not
14:40
going
14:40
in
14:40
the
14:41
right
14:41
direction
14:41
and
14:41
they
14:41
definitely
14:42
need
14:42
to
14:42
turn
14:42
around.
14:43
So.
14:44
But
14:44
then
14:44
that
14:44
raises
14:45
the
14:45
next
14:45
question,
14:45
is
14:46
like,
14:46
what
14:46
do
14:46
you
14:46
do
14:46
next?
14:46
Right?
14:47
Because
14:47
his
14:48
whole,
14:48
his
14:49
whole
14:49
C
14:49
suite
14:50
is
14:50
long
14:50
time
14:51
Target
14:51
executives
14:52
with
14:53
very
14:53
little
14:53
outside
14:54
experience.
14:54
And
14:55
so
14:55
then,
14:55
you
14:55
know,
14:55
it
14:55
begs
14:56
the
14:56
question
14:56
of
14:56
like,
14:56
are
14:57
they
14:57
fit
14:57
to
14:57
compete
14:58
in
14:58
this
14:58
digital
14:59
world
14:59
where
14:59
Walmart
15:00
is
15:01
100%
15:02
using
15:03
digital
15:03
to
15:03
their
15:04
fullest
15:04
extent
15:05
possible,
15:05
as
15:06
is
15:06
Amazon
15:07
too,
15:07
let's
15:07
not
15:08
forget
15:08
them,
15:09
as
15:09
are
15:09
other
15:09
competitors
15:10
that
15:10
are
15:10
getting
15:10
the
15:11
punchline
15:11
to
15:11
that
15:11
joke.
15:11
So
15:12
that's
15:12
the
15:12
big
15:13
question
15:13
here,
15:13
is
15:13
where
15:13
do
15:13
you
15:14
go?
15:14
Is
15:14
it
15:14
going
15:14
to
15:14
be
15:15
more
15:15
of
15:15
the
15:15
same
15:16
by
15:16
just
15:16
picking
15:16
one
15:17
of
15:17
the
15:17
people
15:17
on
15:17
the
15:17
bench
15:18
as
15:18
his
15:18
successor?
15:19
Or
15:19
is
15:19
the
15:19
board
15:20
get,
15:20
you
15:20
know,
15:21
do
15:21
they,
15:21
they,
15:22
they
15:22
get
15:22
smart,
15:23
honestly,
15:23
in
15:23
my
15:23
opinion,
15:24
and
15:24
look
15:25
outside
15:25
the
15:25
company
15:26
here
15:26
for
15:26
his
15:26
successor?
15:27
I
15:27
don't
15:27
know,
15:27
but
15:28
you
15:28
get
15:28
the
15:28
last
15:28
word.
15:29
Yeah,
15:29
I
15:30
mean,
15:30
I
15:30
think
15:31
you
15:31
can't,
15:31
you
15:31
can't
15:32
disqualify
15:32
people
15:33
because
15:33
of
15:33
their
15:33
tenure.
15:34
I
15:34
mean,
15:34
Walmart
15:35
has
15:35
people
15:35
like,
15:36
you
15:36
know,
15:37
John
15:37
Furner,
15:37
who've
15:38
been
15:38
there,
15:38
Doug
15:38
McMillan
15:39
who've
15:39
been
15:39
there
15:40
their
15:40
entire
15:40
careers
15:41
as
15:41
well.
15:41
I
15:41
think
15:41
it's
15:42
just,
15:42
it's
15:43
what
15:43
you
15:43
said,
15:43
it
15:43
gets
15:44
back
15:44
to
15:45
who's
15:45
the
15:45
leader
15:46
and
15:46
what
15:46
is
15:46
their
15:47
focus.
15:47
And
15:47
the
15:47
focus
15:48
has
15:48
to
15:48
be
15:48
on
15:49
smart
15:49
strategic
15:49
growth
15:50
strategies
15:50
right
15:50
now,
15:51
end
15:51
of,
15:51
end
15:52
of
15:52
story.
15:52
Headline
15:53
number
15:53
two,
15:54
which
15:54
also
15:54
is
15:54
about
15:55
a
15:55
new
15:55
CEO.
15:55
And
15:56
so
15:56
it's
15:56
kind
15:56
of
15:56
apropos
15:57
or
15:57
very,
15:58
very
15:58
a
15:58
nice
15:58
segue
15:59
here
15:59
we've
15:59
got
15:59
going.
16:00
Wonder
16:00
if
16:00
that
16:00
was
16:01
planned.
16:01
And
16:01
you
16:02
think
16:02
so?
16:02
I
16:02
don't
16:02
know.
16:03
Pretzel.
16:04
All
16:04
right.
16:04
According
16:04
to
16:05
Retail
16:05
Dive,
16:06
the
16:06
new
16:06
department.
16:06
Store,
16:07
you're
16:07
just
16:08
patting
16:08
yourself
16:08
on
16:09
the
16:09
back.
16:09
I
16:09
don't
16:09
like
16:10
Chris.
16:10
I'M
16:10
not
16:11
back.
16:11
I'm
16:12
just
16:12
like
16:12
saying
16:12
this
16:12
is
16:13
what
16:13
we
16:13
did,
16:13
you
16:13
know.
16:14
Okay.
16:14
Okay.
16:14
According
16:14
to
16:15
the
16:15
retail
16:15
dive,
16:15
I
16:15
think
16:15
I
16:15
said
16:16
the
16:16
new
16:16
department
16:16
store
16:17
Kohl's
16:17
is
16:17
anything
16:17
but
16:18
new.
16:18
The
16:18
department
16:18
store
16:19
Kohl's
16:20
has
16:20
tapped
16:20
Michael
16:21
CEO
16:21
Ashley
16:21
Buchanan
16:22
to
16:22
lead
16:22
the
16:22
retailer
16:23
beginning
16:23
early
16:23
next
16:24
year,
16:24
replacing
16:24
Tom
16:25
Kingsbury,
16:25
effective
16:26
January
16:26
15th.
16:27
Buchanan
16:28
has
16:28
been
16:28
CEO
16:28
of
16:28
Michael's
16:29
company
16:29
since
16:30
2020
16:31
and
16:31
in
16:31
a
16:31
13
16:32
year
16:32
career
16:32
at
16:32
Walmart,
16:33
held
16:33
various
16:34
executive
16:34
roles
16:34
including
16:35
chief
16:35
merchandising
16:36
and
16:36
chief
16:37
operating
16:37
officer
16:38
for
16:38
Walmart
16:39
US
16:39
E
16:39
Commerce.
16:40
And
16:41
what
16:41
do
16:41
you
16:41
think
16:41
of
16:41
Buchanan
16:42
as
16:42
the
16:42
new
16:42
CEO
16:43
hire
16:43
for
16:43
Kohl's?
16:45
Oh,
16:45
man,
16:47
I,
16:47
you
16:47
know,
16:48
I
16:48
think
16:48
he's,
16:48
he's
16:49
a,
16:49
the,
16:49
he's
16:50
a
16:50
great
16:50
person
16:51
for
16:51
this
16:51
job.
16:52
Um,
16:53
I
16:53
will
16:54
especially
16:54
be
16:54
looking
16:55
to
16:55
his
16:56
time
16:56
at
16:57
Walmart
16:57
to
16:58
help
16:58
Kohl's
16:58
grow.
16:59
Cause
16:59
I
16:59
think
16:59
that's
17:00
a
17:00
similar
17:00
customer
17:01
demographic.
17:02
It's
17:02
a
17:02
similar
17:03
income
17:03
demographic
17:04
and
17:05
product
17:05
set
17:05
realistically
17:06
for
17:06
where
17:07
Kohl's
17:07
really
17:08
needs
17:08
to
17:08
be
17:08
strong.
17:09
But
17:09
Chris,
17:10
my
17:10
question
17:10
is
17:10
actually
17:11
like,
17:12
after
17:12
Kingsbury
17:13
leaving,
17:13
I
17:13
mean,
17:14
we
17:14
thought
17:14
he
17:14
was
17:14
pretty
17:15
decent
17:15
too.
17:17
I'm
17:17
just
17:17
one.
17:18
And
17:18
the
17:18
earnings,
17:19
I
17:19
mean,
17:20
I'm
17:20
just
17:20
curious,
17:21
what
17:21
is
17:22
there
17:22
to
17:22
do?
17:23
Like,
17:23
how
17:23
can
17:24
you
17:24
save
17:24
this?
17:25
And
17:25
so
17:25
my
17:26
tell
17:26
will
17:26
really
17:27
be,
17:27
how
17:28
long
17:28
does
17:28
Ashley
17:28
Buchanan
17:29
stay
17:29
there
17:30
after,
17:30
like,
17:31
is
17:31
he
17:31
going
17:31
to
17:31
be
17:31
a
17:31
year
17:32
in
17:32
and
17:32
out?
17:32
Because
17:33
there's
17:33
really
17:33
no
17:34
salvaging
17:34
what's
17:34
left
17:35
of
17:35
Kohl's
17:35
right
17:36
now.
17:37
Or
17:37
does
17:37
he.
17:38
Do
17:38
we
17:38
start
17:38
to
17:38
see
17:38
things
17:39
turn
17:39
around
17:39
from
17:39
him?
17:39
But
17:40
I
17:40
think
17:41
it's
17:41
the
17:41
right
17:42
person
17:42
for
17:42
the
17:42
job,
17:43
the
17:43
right
17:43
background
17:43
for
17:44
the
17:44
job,
17:44
especially
17:45
given
17:45
the
17:46
similar
17:46
customer
17:46
demographics
17:47
that
17:47
I
17:47
mentioned.
17:47
But
17:48
what,
17:48
where
17:48
do
17:48
you
17:48
fall
17:48
on
17:49
this?
17:49
Where
17:49
are
17:49
you?
17:49
Yeah,
17:50
I,
17:51
I
17:51
think
17:51
you're
17:51
bringing
17:51
up
17:51
a
17:52
good
17:52
point.
17:52
Yeah,
17:52
I
17:52
actually
17:52
think
17:52
he
17:53
maybe
17:53
jumped
17:53
ship
17:53
too
17:53
early,
17:54
going
17:54
back
17:54
to
17:54
the
17:54
first
17:54
headline,
17:55
because
17:55
I
17:55
think
17:55
I
17:55
said
17:56
like
17:56
three
17:56
or
17:56
four
17:56
months
17:57
ago
17:57
that
17:58
he'd
17:58
be
17:58
a
17:58
good
17:58
candidate
17:59
to
17:59
take
17:59
over
17:59
for
17:59
Cornell
18:00
at
18:00
Target.
18:01
But
18:01
now
18:01
that
18:02
ship
18:02
is
18:02
essentially
18:03
sailed
18:04
and
18:04
I
18:04
think
18:05
it
18:05
is
18:05
an
18:05
uphill
18:06
battle,
18:06
you
18:06
know.
18:06
You
18:07
know,
18:07
to
18:07
your
18:07
point
18:07
about
18:07
Kingsbury,
18:08
I
18:08
thought,
18:08
you
18:09
know,
18:09
I
18:09
always
18:09
questioned
18:10
his
18:10
hire
18:10
because
18:11
he
18:11
was
18:11
from
18:11
Burlington.
18:12
I
18:12
called
18:12
him
18:12
Burlington
18:13
Tom
18:13
for
18:13
a
18:14
while.
18:14
Like,
18:14
again,
18:14
that
18:15
guy
18:15
doesn't
18:15
have
18:15
a
18:15
lot
18:15
of
18:15
digital
18:16
experience.
18:16
And
18:17
so
18:17
what
18:17
did
18:17
he
18:17
do?
18:17
He
18:18
did
18:18
the
18:18
things
18:18
he
18:18
knew.
18:18
He
18:19
brought
18:19
Baby
18:19
into
18:19
the
18:19
store
18:20
because
18:20
Burlington
18:20
was
18:20
a
18:20
success
18:21
at
18:21
Baby.
18:21
But
18:22
like,
18:22
we
18:22
actually
18:23
hypothesized
18:24
back.
18:24
I
18:24
remember
18:24
when
18:24
we
18:24
were
18:24
doing
18:25
this
18:25
podcast
18:25
at
18:26
Shop
18:26
Talk
18:26
Europe,
18:26
we're
18:26
Looking
18:27
at
18:27
Cole's
18:27
second
18:27
quarter
18:28
earnings,
18:28
we're
18:28
like,
18:29
oh,
18:29
my
18:29
God,
18:29
this
18:29
is
18:30
only
18:30
going
18:30
to
18:30
get
18:31
worse.
18:31
And
18:32
look,
18:32
here
18:32
we
18:32
are
18:32
now.
18:33
It
18:33
did.
18:33
And
18:34
their
18:34
earnings
18:34
report
18:34
yesterday
18:35
said
18:35
that
18:35
sales
18:35
were
18:35
down
18:36
9%
18:36
comparably
18:37
in
18:37
the
18:37
last
18:37
quarter.
18:38
So
18:38
that's,
18:39
that's
18:39
crazy.
18:39
But
18:40
on
18:40
paper,
18:41
Buchanan
18:42
looks
18:42
like
18:43
the
18:43
right
18:43
guy.
18:44
He's
18:44
done
18:44
a
18:44
great
18:45
job
18:46
at
18:46
Michaels.
18:47
Like,
18:47
he's
18:47
done
18:47
a
18:47
good
18:47
job
18:48
there.
18:48
And
18:48
he,
18:49
he
18:49
also
18:49
listens
18:49
to
18:50
our
18:50
show.
18:50
So,
18:50
you
18:51
know,
18:51
kudos
18:51
to
18:51
him
18:51
for
18:52
that.
18:52
But,
18:53
you
18:53
know,
18:54
so
18:54
he.
18:55
But
18:55
he's
18:55
definitely
18:55
got
18:55
his
18:56
job
18:56
cut
18:56
out
18:56
to
18:56
him.
18:57
I'm
18:57
not
18:57
sure
18:57
there's
18:57
anything
18:57
you
18:58
can
18:58
do
18:58
with
18:58
Coles
18:58
at
18:58
this
18:59
point,
18:59
though.
18:59
But
19:00
I
19:00
wish
19:00
him
19:00
the
19:00
best
19:00
of
19:01
luck
19:01
and,
19:01
and
19:01
I
19:02
think
19:02
he'll
19:02
like
19:02
that
19:03
we're
19:03
saying
19:03
this
19:03
to
19:03
him,
19:04
but
19:04
we
19:04
are
19:04
going
19:04
to
19:05
objectively
19:05
comment
19:06
on
19:06
what
19:06
we
19:07
see
19:07
him
19:07
try
19:08
to
19:08
do
19:08
here
19:08
going
19:08
forward.
19:09
Yeah,
19:09
but
19:09
I
19:09
think
19:09
he's
19:10
got
19:10
the
19:10
right
19:10
chops
19:11
to
19:11
lead
19:11
this
19:11
type
19:11
of
19:11
retailer,
19:12
too.
19:12
That's
19:12
the
19:12
last
19:12
point,
19:12
I'd
19:13
say,
19:13
Ann,
19:13
which
19:13
is
19:13
like,
19:14
you
19:14
know,
19:14
if
19:14
you
19:14
look
19:14
at
19:14
what
19:14
Michael's
19:15
done,
19:15
they've
19:15
expanded
19:16
their
19:16
marketplace
19:17
pretty
19:17
broadly.
19:18
They've
19:18
created
19:18
an
19:18
experience
19:19
platform
19:20
to
19:20
coordinate
19:21
events
19:21
in
19:21
their
19:21
stores
19:22
for
19:22
parties,
19:23
for
19:23
dates,
19:23
for
19:23
meetups.
19:24
They
19:24
allow
19:24
makers
19:25
into
19:25
their
19:25
stores
19:26
as
19:26
well.
19:27
So
19:27
they
19:27
have
19:28
extended
19:28
their
19:28
brand
19:29
in
19:29
a
19:29
way
19:29
that
19:29
people
19:30
didn't
19:30
think
19:30
was
19:30
possible.
19:31
And
19:31
that's
19:31
the
19:32
kind
19:32
of
19:32
thing
19:33
that
19:33
today's
19:34
leader
19:34
needs.
19:35
I
19:35
said
19:35
this
19:35
to
19:35
a
19:35
consultant
19:36
this
19:36
week.
19:36
You
19:37
have
19:37
to
19:37
understand
19:38
as
19:39
an
19:39
executive
19:39
how
19:40
to
19:40
use
19:40
digital
19:41
to
19:41
extend
19:41
the
19:42
relationship
19:42
with
19:42
your
19:43
brand.
19:44
Yeah.
19:44
And
19:44
that
19:44
he's
19:44
willing
19:45
to
19:45
test.
19:46
Yeah.
19:46
And
19:46
then
19:46
he's
19:46
willing
19:47
to
19:47
test
19:47
that
19:47
kind
19:47
of
19:47
stuff
19:48
like
19:48
you're
19:48
talking
19:48
about
19:48
in
19:48
the
19:49
stores
19:49
and,
19:50
and
19:50
figure
19:51
out,
19:51
not
19:52
just
19:52
testing
19:52
it,
19:53
but
19:53
okay,
19:53
if
19:54
we're
19:54
going
19:54
to
19:54
deploy
19:54
this,
19:55
this
19:55
makers
19:56
marketplace
19:57
in
19:57
store,
19:57
like,
19:58
how
19:58
are
19:58
we
19:58
going
19:58
to
19:59
scale
19:59
that
19:59
realistically?
20:00
Because
20:00
that's
20:00
a
20:01
very
20:01
hard
20:01
thing
20:01
to
20:02
do.
20:02
And
20:02
so
20:02
I
20:02
think
20:03
that
20:03
that,
20:03
to
20:04
me,
20:04
shows
20:04
that
20:04
he
20:05
least
20:05
willing
20:06
to
20:06
hopefully
20:07
try
20:07
some.
20:08
Some
20:08
things.
20:09
Like
20:09
you're
20:09
saying
20:09
that
20:10
incorporate
20:10
digital,
20:11
that
20:11
allow
20:11
Kohl's
20:12
to
20:12
scale
20:12
some
20:12
of
20:12
these
20:13
initiatives
20:13
quickly
20:14
to
20:14
hopefully
20:15
save
20:15
that
20:15
business.
20:16
Yeah.
20:16
And
20:16
you
20:17
have
20:17
to
20:17
have
20:17
that
20:17
mindset.
20:18
And
20:18
that's.
20:18
And
20:18
that's
20:19
the.
20:19
That's
20:19
the
20:19
reverse
20:19
engineer
20:20
bicycle.
20:20
Remember
20:20
that
20:21
analogy
20:21
we
20:21
used
20:21
to
20:21
talk
20:21
about
20:21
a
20:22
lot
20:22
like,
20:22
you
20:22
know,
20:23
learning
20:23
omnichannel
20:24
retail
20:24
is
20:24
learning
20:24
how
20:24
to
20:24
ride
20:25
a
20:25
bike
20:25
that
20:26
is
20:26
reverse
20:26
engineered
20:27
to.
20:27
When
20:27
you
20:27
want
20:27
to
20:27
go
20:27
to
20:28
the
20:28
right,
20:28
you
20:28
have
20:28
to
20:28
turn
20:28
the
20:28
handlebars
20:29
to
20:29
the
20:29
left.
20:29
Yeah.
20:30
Neuroplasticity.
20:31
Yeah.
20:32
People
20:32
with
20:32
digital
20:32
mindsets
20:33
like
20:33
he
20:33
has
20:33
that
20:33
have
20:34
grown
20:34
up
20:34
in
20:34
E
20:34
commerce
20:35
have
20:35
that
20:36
legacy.
20:36
Merchants
20:37
that
20:37
have
20:37
grown
20:37
up
20:38
in
20:38
20
20:38
years
20:38
inside
20:39
an
20:39
organization
20:39
are
20:40
not
20:40
likely
20:40
to
20:40
have
20:41
that.
20:41
And
20:41
that's
20:41
what
20:41
the
20:41
boards
20:42
have
20:42
to
20:42
realize.
20:43
All
20:43
right
20:43
Chris,
20:44
let's
20:44
go
20:44
to
20:44
headline
20:44
number
20:45
three.
20:45
TikTok
20:46
is
20:46
testing
20:47
product
20:47
links
20:48
within
20:48
its
20:48
posts
20:49
According
20:49
to
20:49
modern
20:49
retail,
20:50
TikTok
20:50
is
20:50
letting
20:50
some
20:51
creators
20:51
add
20:51
product
20:52
links
20:52
from
20:53
third
20:53
party
20:53
affiliate
20:54
networks
20:54
including
20:54
Amazon,
20:55
Walmart
20:56
and
20:56
Target
20:57
directly
20:57
into
20:57
their
20:58
post
20:58
with
20:58
a
20:59
new
20:59
integration.
21:00
TikTok
21:00
declined
21:01
to
21:01
provide
21:01
an
21:02
on
21:02
the
21:02
record
21:02
statement
21:03
for
21:03
this
21:03
story,
21:03
but
21:04
a
21:04
company
21:04
spokesperson
21:05
said
21:05
the
21:05
new
21:05
integration
21:06
is
21:06
part
21:06
of
21:06
a
21:06
test
21:07
available
21:07
to
21:07
a
21:08
limited
21:08
number
21:08
of
21:08
creators.
21:09
As
21:10
such,
21:10
it
21:10
is
21:10
not
21:10
an
21:11
official
21:11
program,
21:12
but
21:12
TikTok
21:13
is
21:13
collecting
21:13
feedback
21:14
from
21:14
the
21:14
initiative.
21:15
TikTok's
21:16
latest
21:16
approach
21:16
to
21:16
affiliate
21:17
marketing
21:17
marks
21:17
a
21:18
significant
21:18
departure
21:18
from
21:19
the
21:19
creator's
21:19
earlier
21:20
reliance
21:20
on
21:21
link
21:21
and
21:21
bio
21:21
tools
21:22
like
21:22
Link
21:23
Tree.
21:23
With
21:23
the
21:24
new
21:24
integration,
21:24
product
21:25
links
21:25
show
21:25
up
21:25
at
21:25
the
21:26
top
21:26
of
21:26
a
21:26
post
21:27
comments
21:27
section,
21:27
reducing
21:28
the
21:28
number
21:28
of
21:28
steps
21:29
a
21:29
shopper
21:29
has
21:29
to
21:30
take
21:30
to
21:30
navigate
21:31
to
21:31
a
21:31
creator's
21:32
recommended
21:33
products.
21:34
Chris,
21:35
are
21:35
you
21:35
excited
21:36
that
21:36
you
21:36
know
21:36
now
21:37
you're
21:37
going
21:37
to
21:37
potentially
21:38
be
21:38
able
21:38
to
21:38
get
21:39
to
21:39
your
21:39
products
21:39
faster
21:40
on
21:40
when
21:40
you're
21:40
scrolling
21:41
on
21:41
TikTok
21:42
testing
21:42
direct
21:43
links
21:43
to
21:43
products
21:44
within
21:44
your
21:45
product
21:45
posts,
21:46
are
21:46
you
21:46
excited?
21:47
Oh
21:47
and
21:48
and
21:48
I'm
21:48
not
21:48
going
21:48
to
21:49
take
21:49
long
21:49
on
21:49
this
21:49
because
21:49
this
21:49
is
21:50
definitely
21:50
more
21:50
your
21:50
Baliwick
21:51
than
21:51
it
21:51
is
21:51
mine.
21:52
But
21:52
yes,
21:53
I
21:53
love
21:53
this,
21:53
I
21:53
love
21:53
this
21:54
idea.
21:54
I
21:54
hate,
21:55
I
21:55
absolutely
21:55
loathe
21:56
the
21:57
whole
21:57
Lincoln
21:57
bio
21:58
thing.
21:58
It
21:58
drives
21:59
me
21:59
absolutely
22:00
insane
22:01
and
22:01
but
22:01
what
22:01
I
22:02
find
22:02
more
22:02
interesting
22:02
about
22:03
this
22:03
is
22:03
that
22:04
it
22:04
positions,
22:05
it
22:05
positions
22:06
TikTok
22:06
almost
22:06
said
22:07
Instagram.
22:07
It
22:07
positions
22:08
TikTok
22:09
more
22:09
as
22:09
a
22:10
creator
22:10
conduit
22:11
versus
22:11
as
22:11
the
22:11
actual
22:12
marketplace
22:12
for
22:13
the
22:13
goods
22:13
which
22:14
if
22:14
that
22:14
is
22:14
the
22:15
road
22:15
this
22:15
does
22:15
end
22:16
up
22:16
going
22:16
down.
22:16
It
22:17
does
22:17
beg
22:17
the
22:17
question
22:18
of
22:18
whether
22:18
anyone
22:18
in
22:19
the
22:19
US
22:19
market
22:20
can
22:20
bridge
22:21
commerce
22:21
and
22:21
social
22:22
end
22:22
to
22:22
end
22:22
versus
22:23
instead
22:23
linking
22:24
out
22:24
to
22:24
retailers
22:25
own
22:25
sites
22:26
like
22:26
like
22:26
this
22:26
is
22:26
basically
22:27
Showcasing
22:28
so
22:28
the
22:29
YouTube
22:29
because
22:29
the
22:29
US
22:30
retailers
22:30
don't
22:30
want
22:31
that
22:31
end
22:31
to
22:31
end
22:31
thing
22:32
to
22:32
happen.
22:32
The
22:32
US
22:32
retailers
22:33
want
22:33
to
22:33
keep
22:34
control
22:34
and
22:35
Facebook
22:35
has
22:35
direct
22:36
pivoted
22:36
away
22:36
from
22:37
its
22:37
marketplace.
22:37
Amazon
22:38
has
22:38
tried
22:38
and
22:39
failed
22:39
numerous
22:40
times
22:40
with
22:40
social
22:41
and
22:41
so
22:42
it
22:42
is
22:42
so
22:43
my
22:43
question
22:43
is,
22:43
is
22:43
the
22:44
same
22:44
Fate
22:44
destined
22:45
for
22:45
TikTok
22:45
here
22:46
just
22:46
to
22:46
remain
22:47
in
22:47
advertising
22:47
and
22:48
a
22:48
social
22:48
commerce
22:49
vehicle?
22:49
And
22:50
you
22:50
know
22:50
if,
22:50
if
22:50
this
22:51
takes
22:51
off
22:51
I
22:51
think
22:51
chances
22:52
are
22:52
I
22:52
if
22:52
I
22:52
was
22:52
a
22:53
betting
22:53
man,
22:53
I
22:53
think
22:53
chances
22:54
are
22:54
that
22:54
the
22:54
answer
22:54
to
22:54
that
22:55
could
22:55
be.
22:55
Yes,
22:55
but,
22:55
but
22:56
man,
22:56
I'm
22:56
dying
22:57
to
22:57
hear
22:57
what
22:57
you
22:57
think
22:57
about
22:58
this.
22:58
Being
22:59
able
22:59
to
22:59
add
22:59
product
23:00
links
23:00
like
23:00
this
23:01
as
23:01
a
23:01
creator
23:02
directly
23:03
to
23:03
your
23:03
posts
23:04
is
23:04
critical,
23:05
especially
23:05
for,
23:06
like
23:06
you
23:06
said,
23:06
the
23:06
future
23:07
of,
23:07
of
23:07
TikTok
23:08
and
23:08
their
23:09
social
23:09
commerce
23:10
kind
23:10
of
23:11
economy.
23:12
It
23:13
was
23:13
something
23:13
that
23:13
you
23:14
could
23:14
do
23:14
if
23:14
you're,
23:15
you
23:15
know,
23:15
your
23:16
product
23:16
was
23:16
selling
23:16
through
23:16
TikTok
23:17
shops,
23:17
like
23:18
you
23:18
said.
23:18
But
23:19
that's
23:20
very
23:20
limiting
23:20
for
23:21
a
23:21
lot
23:21
of
23:21
the
23:21
creators.
23:21
Like
23:22
most
23:22
of
23:22
these
23:23
creators
23:23
are
23:23
working
23:24
across,
23:24
you
23:24
know,
23:25
these
23:25
aggregator
23:25
affiliate
23:26
programs
23:27
and
23:28
that's
23:28
how
23:28
they're.
23:28
It's
23:29
quicker,
23:29
it's
23:29
easier
23:30
for
23:30
them
23:30
to
23:30
make
23:31
money
23:31
doing
23:31
this
23:31
and
23:32
that's
23:32
really
23:32
at
23:33
its
23:33
core,
23:33
like
23:33
that's
23:33
what
23:34
you
23:34
have
23:34
to
23:34
empower
23:35
in
23:36
order
23:36
to,
23:36
you
23:36
know,
23:37
get
23:37
adoption
23:38
on
23:38
this
23:38
type
23:38
of
23:38
platform.
23:39
So
23:39
I
23:40
love
23:40
this
23:41
idea.
23:41
I
23:41
think
23:42
it's,
23:42
it's
23:43
putting
23:43
TikTok
23:44
squarely
23:44
in
23:44
competition
23:45
with
23:45
YouTube,
23:46
which
23:46
has
23:46
allowed
23:47
creator
23:47
links
23:48
to
23:48
be
23:48
embedded
23:48
in
23:48
their
23:49
videos.
23:49
Right
23:49
now,
23:50
you're
23:50
enabling
23:51
more
23:51
nano
23:52
influencers
23:53
to
23:53
get
23:53
on
23:53
the
23:53
platform
23:54
and
23:54
to
23:54
become
23:55
relevant
23:56
to
23:56
brands,
23:57
which
23:57
we
23:57
heard
23:57
from
23:58
John
23:58
Denis
23:58
Mariani,
23:59
the
23:59
former
23:59
CDO
24:00
of
24:00
Coty,
24:00
in
24:00
our
24:01
firework
24:01
interview
24:01
yesterday,
24:02
is
24:02
where,
24:03
where
24:03
the
24:04
future
24:04
of
24:05
social
24:05
commerce
24:05
is
24:06
going.
24:06
So
24:06
I
24:07
think
24:07
that's
24:07
the
24:07
key
24:08
thing
24:08
here.
24:08
Not
24:09
only
24:09
is
24:09
it
24:09
allowing
24:10
these
24:10
creators
24:10
that
24:10
TikTok's
24:11
testing
24:11
with
24:11
to
24:12
make
24:12
this
24:12
process
24:13
more
24:13
simple,
24:14
but
24:14
it's
24:14
going
24:14
to
24:14
allow
24:15
more
24:15
people
24:15
to
24:16
get
24:16
on
24:16
the
24:16
platform
24:16
to,
24:16
to
24:17
start
24:17
selling
24:17
products.
24:18
And
24:18
all
24:18
in
24:18
all,
24:18
that's
24:19
better
24:19
for
24:19
customers
24:19
and
24:20
better
24:20
for
24:20
brands.
24:20
So
24:21
I
24:21
love
24:22
it.
24:22
Yeah,
24:22
I
24:22
think
24:22
that's
24:22
a
24:23
great
24:23
point.
24:23
Yeah.
24:23
I
24:23
think
24:23
ultimately
24:24
the
24:24
experience
24:24
is
24:24
clunky
24:25
for
24:25
what
24:25
consumers
24:26
want
24:26
to
24:26
do,
24:26
which
24:26
is
24:27
buy
24:27
things
24:27
they
24:27
get
24:27
inspired
24:28
to
24:28
buy.
24:28
Right.
24:28
And
24:29
so,
24:29
you
24:29
know,
24:29
if
24:30
this
24:30
is
24:30
one
24:30
step
24:30
forward
24:31
to
24:31
making
24:31
that
24:32
experience
24:32
less
24:32
clunky,
24:33
you
24:33
know,
24:33
I
24:33
personally
24:34
am
24:34
all
24:34
for
24:34
it.
24:35
All
24:35
right,
24:35
headline
24:36
number
24:36
four.
24:36
Curate.
24:37
The
24:37
owner
24:38
of
24:38
QVC
24:39
and
24:39
HSN
24:40
and
24:40
a
24:40
first
24:40
timer
24:41
on
24:41
this
24:41
headline
24:41
on
24:42
this
24:42
show,
24:42
I
24:42
think,
24:42
and
24:42
I
24:42
don't
24:43
think
24:43
we've
24:43
ever
24:43
done
24:43
a
24:43
Curate
24:44
retail
24:44
headline
24:44
before,
24:45
it
24:45
is
24:46
rebranding
24:46
the
24:46
QVC
24:47
Group.
24:47
Rebranding
24:48
to
24:49
QVC
24:49
Group
24:50
as
24:50
It
24:51
aims
24:51
for
24:51
$1.5
24:52
billion
24:52
in
24:53
revenue
24:53
from
24:53
live
24:53
streaming
24:54
and
24:54
social
24:54
media
24:55
within
24:55
three
24:56
years.
24:57
According
24:57
to
24:57
Retail
24:58
Dive,
24:59
the
24:59
company
24:59
is
24:59
renaming
25:00
itself
25:00
the
25:00
QVC
25:01
group
25:01
by
25:01
Q1
25:02
of
25:02
2025.
25:03
And
25:03
part
25:04
of
25:04
its
25:04
new
25:04
strategy,
25:05
the
25:05
company
25:05
will
25:06
continue
25:06
to
25:06
amplify
25:07
its
25:07
QVC
25:08
plus
25:08
and
25:09
HSN
25:09
plus
25:10
streaming
25:10
platforms
25:11
and
25:11
develop
25:12
streaming
25:12
commerce
25:13
options
25:13
for
25:13
channels
25:14
including
25:14
Netflix,
25:15
Hulu
25:16
and
25:16
YouTube
25:16
TV.
25:17
Bring
25:17
celebrities
25:18
and
25:18
sales
25:18
content
25:19
to
25:19
its
25:19
social
25:19
media
25:20
channels,
25:20
refresh
25:21
its
25:21
production
25:22
studios
25:22
and
25:22
tailor
25:23
its
25:23
content
25:23
to
25:23
TikTok,
25:24
Facebook,
25:24
YouTube
25:25
and
25:25
other
25:25
platforms,
25:26
as
25:26
Anne
25:26
was
25:26
just
25:27
talking
25:27
about
25:27
a
25:27
few
25:28
seconds
25:28
ago.
25:28
It
25:29
should
25:29
also
25:29
be
25:29
noted
25:29
that
25:29
QA
25:30
Retail
25:30
Group
25:30
has
25:31
struggled
25:31
with
25:31
falling
25:32
sales.
25:32
In
25:32
June,
25:32
the
25:33
company
25:33
said
25:33
it
25:33
was
25:33
facing
25:34
a
25:34
delisting
25:35
from
25:35
Nasdaq
25:36
and
25:36
has
25:36
until
25:37
December
25:37
9th
25:38
to
25:38
regain
25:38
compliance.
25:39
In
25:39
its
25:40
Q3
25:40
earnings
25:40
released
25:41
earlier
25:41
this
25:41
month,
25:42
the
25:42
company
25:42
also
25:43
reported
25:43
a
25:43
5%
25:44
dip
25:44
in
25:44
revenue.
25:45
Year
25:45
over
25:45
year.
25:46
And
25:46
a
25:46
year
25:46
ago,
25:47
the
25:47
company
25:47
landed
25:48
on
25:48
retail
25:48
dives
25:49
bankruptcy
25:50
watch
25:50
list.
25:53
And
25:54
do
25:54
you
25:54
think
25:54
Curate
25:55
Retail's
25:55
rebrand
25:56
and
25:56
more
25:56
overt
25:57
goals
25:57
to
25:57
drive
25:58
revenue
25:58
via
25:58
live
25:58
streaming
25:59
and
25:59
social
25:59
media
26:00
will
26:00
help
26:00
to
26:00
reverse
26:01
the
26:01
tide
26:02
of
26:02
this
26:02
once
26:03
prosperous
26:03
brand?
26:04
I
26:05
feel
26:05
like
26:05
that
26:06
as
26:06
ominously
26:06
as
26:06
possible.
26:07
Yeah,
26:07
I
26:07
was
26:07
like,
26:08
this
26:08
show
26:08
has
26:08
turned
26:09
into
26:09
a
26:09
show
26:10
about
26:10
retail
26:10
turnarounds.
26:12
But
26:13
it's
26:13
kind
26:13
of
26:13
the
26:13
state
26:13
of
26:13
the
26:14
state
26:14
right
26:14
now.
26:14
Right,
26:15
right,
26:16
right.
26:16
So
26:17
to
26:17
me,
26:17
this
26:18
is
26:18
another
26:18
no
26:18
duh
26:19
thing
26:19
for
26:19
Curate
26:20
Retail.
26:20
Like,
26:20
yes,
26:21
you
26:21
need.
26:21
Oh
26:21
really?
26:22
Oh,
26:22
yeah.
26:23
You
26:23
need
26:23
to
26:23
revamp.
26:24
You
26:24
need
26:24
to
26:25
rethink
26:25
your
26:25
strategy
26:26
because,
26:27
Chris,
26:27
here's
26:28
the
26:28
thing.
26:28
I
26:28
think
26:28
people
26:29
may
26:29
associate
26:30
QVC
26:31
and
26:31
the
26:31
Home
26:32
Shopping
26:32
Network
26:33
with
26:33
an
26:33
older
26:34
demographic,
26:35
but
26:35
look,
26:35
those.
26:36
There's
26:36
still
26:37
money
26:37
to
26:37
be
26:37
made
26:37
from
26:38
that
26:38
demographic.
26:38
It
26:39
probably
26:39
should,
26:40
yes.
26:41
But.
26:41
But
26:41
there,
26:42
there
26:42
is
26:42
still
26:43
money
26:43
to
26:43
be
26:43
made
26:43
there.
26:44
Except
26:44
those
26:45
people
26:45
are
26:46
also
26:46
on
26:47
social
26:48
platforms
26:48
now.
26:48
They're
26:49
not
26:49
watching
26:50
TV
26:51
as
26:51
much
26:51
anymore.
26:51
They're
26:52
scrolling
26:52
on
26:52
their
26:53
phones.
26:53
And
26:53
so
26:53
I
26:53
think
26:53
it
26:54
makes
26:54
a
26:54
ton
26:54
of
26:54
sense
26:55
to
26:55
take
26:55
the
26:55
platform
26:56
that
26:57
QVC
26:58
and
26:58
the
26:58
Curate
26:58
Group
26:59
are
26:59
very,
27:00
very
27:01
well
27:01
versed
27:01
in
27:02
and
27:02
move
27:02
it
27:03
to
27:03
social,
27:04
like
27:04
move
27:05
it
27:05
to
27:05
Facebook.
27:06
I
27:06
still
27:06
think
27:06
there's
27:07
a
27:07
lot
27:07
of
27:07
opportunity
27:08
there
27:08
to
27:09
capture
27:09
sales
27:10
and
27:10
capture
27:10
an
27:11
experience
27:11
familiar
27:12
to
27:12
that
27:12
audience.
27:13
And
27:13
then
27:13
I
27:14
think
27:14
you're
27:14
also
27:14
bringing
27:14
in
27:15
fresh
27:15
blood.
27:15
We
27:16
interviewed
27:16
Mara
27:16
Soral.
27:17
She
27:17
was
27:17
formerly
27:17
of
27:18
Saks
27:18
off
27:18
fifth.
27:19
She's
27:19
in
27:19
there
27:19
as
27:20
a
27:20
new
27:20
merchant.
27:20
You
27:20
got
27:20
the
27:21
Rue
27:21
and
27:21
Guild
27:22
groups,
27:22
Rosalie
27:22
Abu
27:23
Caro,
27:23
that's
27:23
also
27:24
joining
27:24
there.
27:24
So
27:25
I
27:25
think
27:25
you
27:25
have
27:25
that,
27:26
that
27:27
new
27:27
insight,
27:28
especially
27:28
from
27:28
a
27:28
merchandising
27:29
perspective,
27:29
that
27:30
could
27:30
help
27:30
bolster
27:31
and
27:31
make
27:32
Curate
27:32
relevant
27:33
again
27:33
to
27:34
that
27:34
younger
27:34
demographic
27:35
at
27:35
the
27:35
same
27:35
time.
27:35
So
27:36
I
27:36
think
27:37
this
27:37
is
27:37
something
27:37
that
27:37
they
27:38
absolutely
27:38
have
27:38
to
27:39
do.
27:40
And
27:40
whether
27:40
or
27:41
not
27:41
it's
27:41
going
27:41
to
27:41
be
27:41
successful
27:42
is
27:43
another
27:43
question.
27:43
But
27:44
live,
27:44
live
27:45
streaming
27:45
is
27:45
coming
27:46
back
27:46
in
27:46
popularity.
27:47
I
27:47
think
27:47
it
27:47
fell
27:48
out
27:48
of
27:48
favor
27:48
a
27:48
little
27:49
bit
27:49
for
27:49
a
27:49
while.
27:49
But
27:50
again,
27:50
like,
27:51
this
27:51
is
27:51
something,
27:52
this
27:52
is
27:52
a
27:52
methodology
27:53
that
27:53
is
27:54
when
27:54
you
27:54
get
27:54
people
27:55
engaging
27:55
with
27:56
an
27:57
Individual
27:57
online.
27:58
The
27:58
sales
27:59
go
27:59
up,
27:59
they
28:00
increase,
28:00
the
28:00
baskets
28:01
get
28:01
bigger.
28:01
So
28:02
I
28:02
think
28:02
this
28:03
is
28:03
a
28:03
very
28:03
necessary
28:04
move
28:04
from
28:04
curate.
28:05
But
28:05
what
28:05
do
28:05
you
28:05
think?
28:06
Yeah,
28:07
and
28:07
it's,
28:08
it's
28:08
more
28:08
about,
28:08
it's,
28:08
you
28:09
know,
28:09
it's
28:09
the
28:09
live
28:09
stream.
28:09
It's
28:10
more
28:10
about
28:10
video
28:10
commerce.
28:11
Right.
28:11
When
28:11
we
28:11
go
28:11
into
28:11
our
28:11
feeds,
28:12
we're
28:12
watching
28:12
the
28:12
video
28:13
feeds
28:13
now
28:13
we're
28:13
not
28:13
watching
28:14
the
28:14
static
28:14
feeds,
28:14
we're
28:15
all
28:15
watching
28:16
the
28:16
video
28:16
feeds.
28:17
And
28:17
a
28:17
couple
28:18
of
28:18
things
28:18
come
28:18
to
28:18
mind
28:18
for
28:18
me
28:19
on
28:19
this
28:19
story
28:19
and
28:19
number
28:19
one
28:20
is
28:20
like,
28:21
you're
28:21
just
28:21
doing
28:21
this
28:22
now.
28:22
Like,
28:23
like,
28:23
oh,
28:24
yeah,
28:24
I
28:24
mean,
28:25
I
28:25
mean,
28:25
like,
28:26
like,
28:26
seriously,
28:26
like
28:27
that's
28:27
kind
28:27
of
28:27
an
28:27
indictment.
28:28
And
28:28
so
28:28
the
28:28
other
28:29
point
28:29
I
28:29
make
28:29
is
28:29
like,
28:30
I
28:30
don't
28:31
think
28:31
this
28:31
is
28:31
going
28:31
to
28:31
make
28:31
a
28:31
hill
28:32
of
28:32
beans
28:32
bit
28:32
of
28:32
difference
28:33
because
28:33
as
28:33
you
28:33
just
28:34
described
28:34
in
28:34
the.
28:34
Yeah,
28:35
because
28:35
as
28:35
you
28:35
described
28:36
in
28:36
the
28:36
last
28:36
headline,
28:37
the
28:37
world.
28:39
Yeah,
28:40
the
28:40
world,
28:40
this
28:40
doesn't
28:40
work
28:41
this
28:41
way
28:41
anymore.
28:41
And
28:42
it
28:42
just
28:42
doesn't.
28:43
And
28:44
direct
28:44
influence,
28:44
first
28:44
of
28:45
all,
28:45
direct
28:45
influencer
28:46
content
28:46
is
28:46
cheaper
28:46
to
28:47
produce
28:47
and
28:47
it's
28:47
more
28:48
readily
28:48
available
28:48
than
28:49
ever
28:49
before.
28:50
And
28:50
so
28:50
then
28:50
it's
28:50
harder
28:51
to
28:51
differentiate
28:51
something
28:52
as
28:52
the
28:52
QVC
28:53
group.
28:53
Like,
28:54
you
28:54
know,
28:54
so,
28:55
you
28:55
know,
28:55
as
28:55
we
28:55
learned
28:55
in
28:56
our
28:56
webinar,
28:56
like
28:56
you
28:56
said
28:56
yesterday
28:57
with
28:57
Cody's
28:57
former
28:58
chief
28:58
digital
28:58
officer,
28:59
video
29:00
is
29:00
going
29:00
to
29:00
be
29:00
the
29:00
primary
29:01
medium
29:01
by
29:01
which
29:02
consumers
29:03
conduct
29:04
commerce.
29:04
I
29:05
just
29:05
don't
29:05
see
29:05
how
29:05
QVC
29:06
continues
29:06
to
29:07
thrive
29:07
in
29:07
that
29:07
age.
29:07
Because
29:08
the
29:08
individual
29:09
content
29:09
creators
29:10
will
29:10
work.
29:10
They're
29:11
going
29:11
to
29:11
work.
29:11
There's
29:11
so
29:12
many
29:12
of
29:12
them
29:12
now
29:13
because
29:13
it's
29:14
so
29:14
easy
29:14
to
29:14
do.
29:15
They're
29:15
going
29:15
to
29:16
work
29:16
to
29:16
keep
29:16
the
29:17
margins
29:17
themselves.
29:18
They
29:18
don't
29:18
need
29:19
QVC
29:19
providing
29:20
the
29:20
production
29:21
studios
29:21
and
29:21
the
29:21
distribution
29:22
and
29:22
the
29:22
pretty
29:23
spokesperson
29:23
people
29:23
anymore.
29:24
The
29:24
brands
29:24
don't
29:24
need
29:25
that
29:25
either.
29:25
They
29:25
can
29:25
just
29:26
go
29:26
directly
29:26
to
29:27
the
29:27
influencers
29:28
that
29:28
matter
29:28
the
29:28
most.
29:29
So,
29:29
like,
29:29
yeah,
29:29
I
29:30
don't
29:30
understand
29:31
what
29:31
value
29:32
Add
29:32
QVC
29:33
is
29:33
playing
29:33
anymore
29:34
because
29:34
in
29:34
the
29:34
old
29:34
days,
29:34
yeah,
29:35
they
29:35
had
29:35
this
29:35
fancy
29:36
studio.
29:36
They
29:36
had
29:36
the
29:37
fancy
29:37
show
29:37
person
29:38
with
29:38
the
29:38
nice
29:38
pearly
29:38
white
29:39
teeth
29:40
and
29:41
that
29:41
just,
29:41
you
29:42
don't
29:42
need
29:42
that
29:42
anymore.
29:42
It's
29:43
gone.
29:43
So
29:43
I'm,
29:44
I'm
29:45
so
29:45
negative
29:45
on
29:46
this
29:46
story,
29:46
man.
29:46
Like,
29:47
okay,
29:47
this
29:47
is
29:48
like
29:48
Chris
29:49
Glass
29:49
half
29:49
empty
29:50
day.
29:50
I
29:50
think.
29:51
Yeah,
29:51
I
29:51
think
29:52
you're
29:52
raising
29:52
some,
29:53
you're
29:53
definitely
29:53
raising
29:54
some
29:54
important.
29:54
There's
29:54
some
29:54
good
29:55
points
29:55
there,
29:55
right,
29:55
Anne?
29:56
I,
29:56
for
29:56
sure,
29:57
I
29:57
just,
29:58
I'm
29:58
not
29:58
ready
29:58
to
29:59
call
29:59
time
29:59
of
29:59
death
29:59
yet
30:00
on
30:00
them.
30:00
I
30:00
still
30:01
think
30:01
that
30:01
they
30:01
have,
30:02
they
30:02
have
30:03
this,
30:03
the
30:04
knowledge
30:04
and
30:04
the
30:04
know
30:05
how.
30:05
Is
30:05
this
30:05
a
30:05
little
30:06
late?
30:06
Yes,
30:07
definitely.
30:08
But
30:08
I
30:08
still
30:09
think
30:09
that
30:09
there's
30:09
a
30:10
venue.
30:10
Yes,
30:11
there's,
30:11
there's
30:11
a
30:11
lot
30:11
of
30:12
investment
30:12
in
30:12
UGC
30:13
and
30:14
there's
30:14
a
30:14
lot
30:14
of
30:14
investment
30:15
in
30:15
individual
30:15
creators.
30:16
But
30:16
I
30:17
still
30:17
think
30:17
that
30:17
there's
30:18
some
30:18
value
30:19
that
30:20
can
30:20
be
30:20
driven
30:21
from,
30:21
you
30:21
know,
30:22
having
30:22
somebody
30:22
that
30:23
can,
30:23
that
30:24
has
30:24
already
30:24
has
30:24
a
30:24
platform
30:25
and
30:25
a
30:25
dedicated
30:26
base
30:26
of
30:26
consumers
30:27
who
30:27
are
30:27
used
30:28
to
30:28
buying
30:28
from
30:29
this
30:29
platform.
30:29
They
30:29
just
30:30
need
30:30
to
30:30
move
30:30
it
30:30
to
30:30
a
30:31
new,
30:31
to
30:32
a
30:32
new
30:32
place,
30:33
to
30:33
Facebook,
30:33
to
30:34
Instagram
30:34
or
30:34
whatever
30:35
it
30:35
might
30:35
be.
30:35
But
30:36
it'll
30:36
be
30:36
a
30:36
fun
30:36
one
30:36
to
30:37
watch.
30:37
Yeah,
30:38
that's
30:38
the
30:38
interesting
30:38
thing
30:39
for
30:39
me
30:39
though,
30:39
like
30:39
even
30:39
in
30:39
our
30:39
business,
30:40
I
30:40
think
30:40
the
30:40
power
30:40
is
30:41
in
30:41
the
30:41
individual
30:42
creator
30:42
versus
30:43
like
30:43
conglomerations
30:44
like
30:45
this.
30:45
And
30:45
that's
30:45
where
30:45
we're
30:45
going
30:45
to
30:46
see
30:46
more
30:47
individual
30:47
creators
30:48
get
30:48
more
30:48
powerful
30:49
and
30:49
extend
30:50
their
30:50
reach
30:50
too.
30:51
So
30:51
I
30:51
don't
30:51
know.
30:52
But,
30:52
but
30:52
unfortunately,
30:53
Anne,
30:53
I
30:53
think
30:54
we've
30:54
got
30:54
a
30:54
story
30:54
here
30:54
at
30:55
the
30:55
end
30:55
that's
30:55
going
30:55
to
30:55
perk
30:56
me
30:56
up
30:56
and
30:56
get
30:56
me
30:56
a
30:56
little
30:56
glass
30:57
house.
30:57
Oh
30:57
my
30:57
God.
30:58
All
30:58
right,
30:58
all
30:58
right,
30:58
let's
30:59
get
30:59
you
30:59
going,
30:59
Chris.
30:59
Headline
31:00
number
31:00
five.
31:01
Perplexity
31:01
has
31:02
introduced
31:02
a
31:02
pro
31:03
shopping
31:03
feature
31:04
for
31:04
its
31:04
pro
31:05
users
31:05
in
31:05
the
31:05
US
31:06
according
31:06
to
31:06
TechCrunch.
31:07
AI
31:07
powered
31:07
search
31:08
engine
31:08
Perplexity
31:09
is
31:09
venturing
31:09
into
31:10
e
31:10
commerce.
31:11
Last
31:11
week
31:11
the
31:12
company
31:12
debuted
31:12
a
31:12
new
31:13
shopping
31:13
feature
31:13
for
31:14
its
31:14
paid
31:14
custom
31:14
customers
31:15
in
31:15
the
31:15
US
31:15
which
31:15
offers
31:16
shopping
31:16
recommendations
31:17
within
31:17
Perplexity
31:18
search
31:18
results
31:19
as
31:19
well
31:19
as
31:19
the
31:19
ability
31:20
to
31:20
place
31:20
an
31:21
order
31:21
without
31:22
going
31:22
to
31:22
a
31:22
retailer's
31:23
website
31:24
for
31:24
shopping
31:24
related
31:25
search
31:25
queries.
31:25
The
31:25
tool
31:26
presents
31:26
users
31:27
with
31:27
visual
31:27
cards
31:28
that
31:28
have
31:28
details
31:28
of
31:28
the
31:29
product,
31:29
pricing
31:29
and
31:30
seller
31:30
info,
31:31
short
31:31
description
31:32
and
31:32
the
31:32
pros
31:32
and
31:33
cons
31:33
of
31:33
the
31:33
item
31:33
in
31:34
question.
31:34
Users
31:35
can
31:35
click
31:35
or
31:35
tap
31:36
on
31:36
the
31:36
card
31:36
to
31:36
read
31:37
more
31:37
information
31:38
including
31:38
reviews
31:39
and
31:39
detailed
31:40
key
31:40
features.
31:41
Consumers
31:42
can
31:42
also
31:42
store
31:42
their
31:43
address
31:43
and
31:43
credit
31:43
card
31:44
details
31:44
in
31:44
Perplexity
31:45
for
31:45
easy
31:46
checkout.
31:46
The
31:47
company
31:47
says
31:47
it
31:47
calculates
31:48
taxes
31:48
for
31:49
your
31:49
address
31:49
so
31:49
you
31:50
can
31:50
purchase
31:50
the
31:50
item
31:50
with
31:51
just
31:51
one
31:51
click.
31:52
The
31:52
company
31:53
also
31:53
said
31:53
that
31:53
Pro
31:54
subscribers
31:54
will
31:54
get
31:54
free
31:55
shipping
31:55
for
31:55
items
31:56
purchased
31:56
through
31:56
its
31:56
one
31:56
click
31:57
checkout
31:57
system.
31:58
For
31:58
now,
31:58
the
31:59
search
31:59
engines
31:59
recommendations
32:00
are
32:00
quote
32:01
unbiased
32:02
as
32:03
there
32:03
are
32:03
no
32:03
sponsored
32:04
slots.
32:05
Perplexity
32:06
notes
32:06
the
32:06
new
32:07
search
32:07
experience
32:07
is
32:07
powered
32:08
by
32:08
integrations
32:08
with
32:09
seller
32:09
sites,
32:09
including
32:10
those
32:10
on
32:10
Shopify.
32:11
Chris,
32:11
are
32:11
you
32:12
buying
32:12
or
32:12
selling
32:13
shopping
32:13
via
32:13
Perplexity?
32:16
And
32:16
I'm
32:16
buying
32:16
this
32:16
hook,
32:17
line
32:17
and
32:17
sinker.
32:18
Okay,
32:18
this
32:18
is
32:18
the
32:19
future.
32:19
You
32:19
and
32:19
Jeff
32:19
Bezos.
32:20
I
32:20
mean
32:21
everybody.
32:21
Yeah,
32:22
yeah.
32:22
This
32:23
is
32:23
the
32:23
future
32:23
to
32:23
me.
32:23
I
32:23
don't
32:24
know
32:24
if
32:24
it's
32:24
necessarily
32:25
via
32:25
Perplexity
32:26
in
32:26
the
32:26
long
32:26
run,
32:26
but
32:27
this
32:27
is
32:27
the
32:27
future.
32:28
This
32:28
is
32:28
the
32:28
story
32:28
that
32:28
tells
32:29
where
32:29
the
32:29
future's
32:30
headed.
32:30
So
32:30
much
32:31
so,
32:31
Anne,
32:31
and
32:31
I
32:31
haven't
32:32
said
32:32
this
32:32
in
32:32
a
32:32
long
32:32
time.
32:32
I
32:32
haven't
32:33
said
32:33
that
32:33
this
32:34
much
32:34
this
32:34
year
32:35
actually.
32:35
This
32:36
is
32:36
now
32:36
my
32:36
dark
32:36
horse
32:37
candidate
32:37
for
32:37
headline
32:38
of
32:38
the
32:38
year,
32:38
which
32:38
we're
32:38
going
32:39
to
32:39
announce
32:39
in
32:39
just
32:39
a
32:40
few
32:40
weeks
32:40
here
32:40
with
32:40
our
32:41
friends
32:41
at
32:41
the
32:41
A
32:41
and
32:41
M
32:42
Consumer
32:42
Retail
32:42
Group.
32:43
It's
32:43
between
32:43
this,
32:43
I
32:44
think
32:44
when
32:44
I
32:44
thought
32:44
about
32:45
it,
32:45
I
32:45
think
32:45
it's
32:45
between
32:45
this
32:46
and
32:46
Walmart
32:46
getting
32:46
75
32:47
of
32:47
its
32:47
revenue
32:48
growth
32:48
from,
32:48
from
32:49
high
32:49
income
32:49
shoppers.
32:50
I
32:50
think
32:50
it's
32:50
one
32:50
of
32:50
those
32:50
two
32:51
headlines
32:51
for
32:51
me
32:51
this
32:52
year
32:52
because
32:53
there's
32:54
so
32:54
many
32:54
interesting
32:54
dynamics
32:55
to
32:55
this
32:56
story
32:56
in
32:56
particular.
32:57
So
32:57
first
32:57
I
32:57
would
32:57
call
32:58
out
32:59
natural
32:59
language
33:00
searches
33:00
make
33:01
learning
33:02
about
33:02
products
33:03
easier
33:03
because
33:04
you
33:04
can
33:04
filter
33:05
through
33:05
the
33:05
things
33:05
that
33:05
matter
33:06
to
33:06
you
33:06
as
33:06
an
33:06
individual.
33:07
You're
33:07
not
33:07
constrained
33:08
by
33:08
the
33:09
filters
33:09
that
33:09
the
33:09
retailer
33:10
gives
33:10
you.
33:11
Right?
33:11
Yeah.
33:12
And
33:12
so,
33:12
and
33:12
you
33:12
can
33:13
use
33:13
that
33:13
however
33:14
you
33:14
want
33:14
and
33:14
you
33:14
can
33:15
have,
33:15
you
33:15
know,
33:16
Perplexity
33:16
or
33:16
chatgpt
33:17
or
33:17
whatever
33:18
lay
33:18
that
33:18
out
33:18
for
33:19
you
33:19
in
33:19
whatever
33:19
grid
33:20
style,
33:20
graph
33:20
style,
33:21
whatever
33:21
you
33:21
want.
33:22
And
33:22
so
33:22
that's,
33:22
that's
33:22
an
33:23
important
33:23
factor
33:23
here.
33:24
But
33:24
secondly,
33:25
the
33:26
fact
33:26
that
33:26
they
33:27
are
33:27
offering
33:27
this
33:27
via
33:28
paid
33:28
subscription
33:29
is
33:30
really
33:30
interesting
33:31
to
33:31
me,
33:31
Anne,
33:31
for
33:32
sure,
33:32
because
33:32
it
33:32
gets
33:33
people
33:33
sticky
33:33
to
33:34
using
33:34
Perplexity
33:34
for
33:35
search
33:36
and
33:36
it
33:37
flies
33:37
in
33:37
the
33:37
face
33:38
of
33:38
Google
33:38
and
33:39
their
33:39
paid
33:39
search
33:39
model
33:40
which
33:40
in
33:40
the
33:40
long
33:41
run
33:41
is
33:41
interesting
33:41
to
33:41
me
33:42
because
33:42
in
33:43
theory
33:44
my
33:44
searches
33:45
should
33:45
be
33:45
less
33:46
biased
33:46
if
33:46
I'm
33:47
using
33:47
a
33:47
service
33:47
like
33:47
this
33:48
from
33:48
Perplexity
33:48
versus
33:49
using
33:49
one
33:49
from
33:50
Google
33:51
that
33:52
you
33:52
know,
33:53
runs
33:53
their
33:53
business
33:53
on
33:54
paid
33:54
advertisements.
33:55
So,
33:56
so
33:56
that's
33:56
interesting
33:57
to
33:57
me
33:57
in
33:57
terms
33:57
of
33:57
being
33:58
a
33:58
disruption
33:59
here.
34:00
And
34:00
then
34:00
third,
34:00
which
34:01
is
34:01
totally
34:01
self
34:01
serving
34:02
for
34:02
me.
34:02
I
34:03
love
34:03
the
34:03
fact
34:03
that
34:04
I
34:04
don't
34:04
have
34:04
to
34:04
enter
34:04
my.
34:04
I'm
34:05
sure
34:05
you
34:05
do
34:05
too.
34:05
I
34:05
love
34:06
the
34:06
fact
34:06
I
34:06
don't
34:06
have
34:06
to
34:06
enter
34:07
my
34:07
credit
34:07
card
34:07
info
34:07
again
34:08
or
34:08
my
34:08
shipping
34:09
address
34:09
and
34:09
it's
34:10
just
34:10
stored
34:10
in
34:11
the
34:11
search
34:11
database.
34:12
And
34:12
so
34:12
if
34:12
I'm
34:13
shopping
34:13
for
34:13
products
34:13
and
34:14
looking
34:14
at
34:14
these
34:14
images
34:15
like
34:15
I
34:15
can
34:15
just
34:16
click
34:16
on
34:16
them
34:16
and
34:16
be
34:16
like,
34:17
oh,
34:17
and
34:17
I
34:17
can
34:17
just
34:18
basically
34:18
give
34:18
a
34:18
text
34:19
command.
34:19
I
34:19
can
34:19
be
34:19
basically
34:20
like,
34:20
please
34:21
buy
34:21
this
34:21
for
34:21
me
34:22
and
34:22
it'll
34:22
buy
34:22
it
34:22
for
34:22
me
34:22
and
34:23
it'll
34:23
arrive
34:23
at
34:23
my
34:23
house
34:24
as
34:24
soon
34:24
as
34:24
possible.
34:24
Like
34:25
I,
34:25
that
34:26
is
34:26
amazing.
34:27
Like
34:27
I
34:27
love
34:28
that
34:28
this,
34:29
this
34:29
gets,
34:29
this
34:30
is
34:30
the
34:30
bridge
34:30
to
34:30
what
34:31
we
34:31
were
34:31
talking
34:31
about
34:32
five
34:32
or
34:32
six
34:32
years
34:33
on
34:33
the
34:33
keynote
34:33
stages
34:33
where
34:34
we
34:34
give
34:34
presentations
34:34
where
34:35
it'd
34:35
be
34:35
like
34:35
there's
34:36
going
34:36
to
34:36
be
34:36
the
34:36
Merging
34:37
of
34:38
text
34:38
with
34:38
something
34:39
new.
34:39
Text
34:39
commerce
34:40
with
34:40
something
34:40
new.
34:40
And
34:41
this
34:41
is,
34:41
that's
34:41
something
34:41
new,
34:42
I
34:42
think.
34:43
But
34:43
you
34:43
were
34:44
slapped
34:44
an
34:44
eye
34:44
at
34:44
me.
34:45
Why?
34:45
Why?
34:46
Because
34:46
I
34:46
think
34:46
you're
34:46
giving
34:47
credit,
34:48
I
34:48
think
34:48
you're
34:49
giving
34:49
too
34:49
much
34:49
credit
34:49
to
34:50
Perplexity
34:50
for
34:50
a
34:51
tool
34:51
that
34:51
already
34:51
exists
34:52
which
34:52
is
34:52
called
34:53
Google
34:53
Search.
34:54
I,
34:55
I
34:55
just,
34:55
I
34:55
can't,
34:56
I
34:56
can't.
34:56
Do
34:56
any
34:56
of
34:57
this
34:57
in
34:57
Google.
34:57
I
34:57
can't
34:57
do
34:57
anything.
34:58
That's
34:58
not
34:58
true
34:58
at
34:58
all.
35:00
Shipping,
35:01
yes,
35:01
you
35:01
can
35:02
Google
35:02
save
35:03
credit
35:03
card
35:04
information
35:04
and
35:05
address.
35:06
Yeah,
35:06
I
35:06
guess
35:06
I
35:07
think
35:07
you're
35:08
giving.
35:08
Yeah,
35:09
maybe.
35:10
But
35:10
is
35:10
it
35:10
enough
35:10
for
35:10
people
35:11
to
35:11
pay
35:11
for?
35:11
Like
35:12
that's
35:12
my
35:12
real
35:13
question
35:13
is
35:13
like.
35:13
Are
35:13
you
35:14
going
35:14
to
35:14
get
35:14
people
35:14
to
35:14
pay
35:14
for
35:15
this?
35:15
Yeah,
35:16
but
35:16
you
35:16
all.
35:17
But
35:17
the
35:17
search
35:18
and
35:18
all
35:18
the
35:18
other.
35:18
Language
35:19
queries
35:20
features
35:20
you
35:20
get.
35:20
Yes,
35:20
but
35:21
you
35:21
already
35:21
have
35:21
that.
35:22
Like
35:22
Google
35:22
came
35:23
out
35:23
with
35:23
this
35:23
headline
35:23
weeks
35:24
ago.
35:24
And
35:24
so
35:24
I
35:24
think
35:25
Perplexity
35:25
is
35:25
set
35:26
up
35:26
to
35:26
be
35:26
a
35:27
true
35:27
competitor
35:27
of
35:28
Google.
35:28
But
35:28
you
35:28
still
35:29
are
35:29
going
35:29
and
35:30
yes,
35:30
sure,
35:30
it's
35:30
like
35:31
the
35:31
bougie
35:31
version
35:32
of
35:32
Google.
35:32
Like
35:33
that's
35:33
what
35:33
this
35:33
is
35:33
to
35:33
me.
35:34
It's
35:34
like
35:35
the
35:35
rest
35:36
of
35:36
the
35:37
like
35:37
what's
35:38
Anna
35:38
Delvey,
35:39
she
35:39
says
35:40
in
35:40
that,
35:41
in
35:41
Inventing
35:41
Anna
35:42
that
35:42
movie
35:42
when
35:42
she's
35:42
like
35:43
why
35:44
are
35:44
you
35:44
so
35:44
poor?
35:45
Like
35:46
this
35:46
is
35:46
like
35:46
this
35:47
is
35:47
the
35:47
like
35:48
why
35:48
are
35:48
you
35:48
so
35:48
poor
35:49
version
35:49
is
35:49
Google.
35:50
And
35:50
then
35:50
like
35:51
Perplexity
35:52
is
35:52
now
35:52
like
35:52
what
35:53
the
35:53
rich
35:53
people
35:53
will
35:54
use.
35:54
But
35:54
I
35:55
mean
35:55
number
35:56
one,
35:57
number
35:57
one
35:57
thing
35:58
that
35:58
you
35:58
hit
35:58
on
35:58
and
35:59
that,
35:59
that
35:59
which
36:00
is
36:00
why
36:00
I
36:00
think
36:00
my
36:00
headline
36:01
of
36:01
the
36:01
year
36:01
is
36:01
actually
36:02
going
36:02
to
36:02
be
36:02
Google
36:02
rolling
36:03
out
36:03
natural
36:04
language
36:04
search
36:05
and
36:05
all
36:05
of
36:05
the
36:05
shopping
36:06
abilities
36:06
that
36:06
they've,
36:07
they
36:07
are
36:07
kind
36:08
of
36:08
giving
36:08
to
36:08
the
36:09
masses.
36:09
I
36:09
think
36:10
that's
36:10
natural
36:11
language
36:11
search
36:12
is
36:12
the
36:12
key
36:12
headline
36:13
here
36:13
that
36:13
has
36:14
changed
36:14
things
36:15
dramatically
36:15
and
36:16
will
36:16
continue
36:16
to
36:16
change
36:17
how
36:17
we
36:17
shop.
36:18
I
36:18
don't
36:18
argue
36:18
with
36:19
that
36:19
with
36:19
you
36:20
about.
36:20
So
36:20
we're
36:20
agreeing
36:21
then?
36:21
Because
36:21
that's
36:21
basically
36:21
that.
36:22
We're
36:22
agreeing
36:22
that.
36:22
Because
36:22
that's
36:23
basically
36:23
what
36:23
I
36:23
said.
36:23
I
36:23
said
36:24
I
36:24
didn't
36:24
know
36:24
the
36:24
Perplexity
36:25
is
36:25
going
36:25
to
36:25
be
36:25
the
36:25
answer
36:25
to
36:25
this.
36:25
But
36:26
this
36:26
shows
36:27
the
36:27
future
36:27
of
36:27
where
36:28
things
36:28
are
36:28
going.
36:28
Right?
36:29
So
36:29
but
36:29
I
36:29
think
36:29
that
36:30
Google
36:30
already
36:31
showed
36:31
the
36:31
future
36:31
of
36:31
where
36:32
things
36:32
are
36:32
going.
36:32
Walmart
36:33
last
36:33
year
36:34
at
36:34
NRF
36:34
when
36:34
they
36:34
announced
36:35
Jenny,
36:35
I
36:36
search
36:36
in
36:36
their,
36:36
you
36:37
know,
36:37
text
36:37
box
36:38
on
36:38
their
36:38
website.
36:39
Like
36:39
that's
36:40
what's
36:40
changing
36:41
search,
36:41
not
36:41
this
36:42
Perplexity
36:42
headline
36:43
specifically.
36:43
Like
36:44
I
36:44
still
36:44
think
36:44
that,
36:45
you
36:45
know,
36:45
what
36:46
they're
36:46
doing
36:46
is
36:46
just
36:47
a
36:47
horse
36:47
of
36:47
a
36:48
different
36:48
color.
36:48
Like
36:48
it's
36:49
just
36:49
a
36:49
Little
36:49
bit.
36:50
It's
36:50
nicer,
36:51
it
36:52
looks
36:52
a
36:52
little
36:52
more
36:52
polished.
36:53
But
36:54
I
36:54
don't
36:54
think
36:54
that
36:55
Google's
36:56
gonna
36:56
get
36:57
away
36:57
from
36:57
this.
36:58
Google
36:58
get
36:59
there
36:59
with
36:59
these
36:59
features
37:00
too.
37:00
Right,
37:00
Anne?
37:00
I
37:00
mean,
37:00
I
37:00
think
37:01
that's
37:01
what
37:01
you're
37:01
saying.
37:02
If
37:02
it
37:02
doesn't
37:03
have
37:03
them
37:03
now,
37:03
which
37:04
I
37:04
think
37:04
it's
37:04
debatable
37:04
whether
37:04
they
37:04
have
37:05
all
37:05
of
37:05
these
37:05
now,
37:05
but
37:06
it'll
37:06
get
37:06
there
37:07
eventually.
37:07
Yes,
37:08
absolutely.
37:08
Plus
37:09
I
37:09
think
37:09
you
37:09
have
37:09
greater
37:10
user
37:10
adoption
37:11
from
37:11
Google
37:11
which
37:11
gathers
37:12
more
37:12
information,
37:12
which
37:13
is
37:13
able
37:13
to
37:13
change
37:14
their,
37:14
how
37:15
they're
37:15
interacting
37:16
more
37:16
consistently.
37:17
So
37:18
I
37:18
think
37:19
definitely
37:19
Perplexity
37:20
is
37:20
something
37:20
we
37:20
should
37:21
be
37:21
paying
37:21
attention
37:21
to.
37:22
You're
37:22
the
37:23
unbiased
37:24
reviews
37:24
thing
37:24
feels
37:25
a
37:25
little
37:25
bit
37:25
of
37:25
a
37:26
stretch
37:26
to
37:26
me
37:26
because
37:26
it's
37:27
pulling
37:27
from
37:27
the
37:27
same
37:27
sources
37:28
that
37:28
Google
37:28
is.
37:28
It's
37:29
pulling
37:29
from
37:29
Wirecutter,
37:30
it's
37:30
pulling
37:30
from
37:30
Refinery
37:31
29.
37:31
Like
37:32
all
37:32
of
37:32
these
37:32
sources
37:32
are
37:33
the
37:33
same
37:33
place.
37:34
It's
37:34
just
37:35
being
37:35
displayed
37:36
a
37:36
little
37:36
bit
37:36
differently.
37:37
And
37:38
I
37:39
also,
37:39
I'm
37:40
also
37:40
willing
37:40
to
37:41
bet
37:41
that
37:42
Perplexity
37:43
down
37:43
the
37:43
road
37:44
ends
37:44
up
37:44
going
37:44
the
37:45
way
37:45
of
37:46
sponsored
37:47
products
37:47
or
37:48
suggested
37:48
products.
37:49
Right?
37:49
Yeah,
37:49
I
37:49
thought
37:49
that
37:50
was
37:50
fun.
37:50
Yeah.
37:50
Let's
37:50
say
37:50
hello
37:51
or
37:51
like.
37:51
Yeah,
37:52
yeah,
37:52
we
37:52
saw
37:53
you
37:53
shopping
37:53
for
37:53
this.
37:54
Do
37:54
you
37:54
want
37:54
to
37:54
buy
37:54
it
37:54
at
37:55
this
37:55
discount?
37:55
Right?
37:55
Yeah,
37:56
exactly.
37:56
But
37:57
I
37:57
think
37:57
the
37:57
important
37:57
thing
37:58
is
37:58
it's,
37:58
it's
37:59
a
37:59
great
38:00
thing
38:00
for
38:00
people
38:01
to
38:01
try.
38:01
I
38:02
think
38:02
the
38:02
last
38:02
thing
38:03
I'll
38:03
say,
38:03
Chris,
38:03
is
38:04
that
38:04
I
38:04
was,
38:04
I
38:05
used
38:05
it
38:05
last
38:05
night.
38:05
I
38:06
was
38:06
testing
38:06
it
38:06
out
38:06
to
38:07
see,
38:07
you
38:07
know,
38:07
how
38:07
it
38:07
just
38:08
displayed.
38:08
I
38:08
was
38:09
looking
38:09
for
38:09
a
38:09
wet
38:09
dry
38:10
vacuum.
38:10
Right.
38:11
Now
38:12
that's
38:12
one
38:13
does.
38:13
Yes.
38:13
As
38:14
one
38:14
does.
38:15
The
38:15
crazy
38:15
thing
38:16
to
38:16
me
38:16
is
38:16
I
38:17
went,
38:17
I
38:17
typed
38:18
the
38:18
same
38:18
search
38:18
query.
38:19
What
38:19
is
38:20
the
38:20
best
38:20
wet
38:20
dry
38:21
vacuum
38:22
or
38:22
mop
38:22
for
38:22
hardwood
38:23
floors?
38:23
I
38:24
put
38:24
that
38:24
in
38:24
Perplexity.
38:25
Beautiful
38:26
layout.
38:26
Here
38:27
are
38:27
the
38:27
options,
38:27
here
38:27
are
38:28
the
38:28
pros,
38:28
Here
38:28
are
38:28
the
38:29
cons.
38:30
I
38:30
went
38:30
to
38:30
Target.com
38:31
and
38:31
I
38:31
put
38:32
that
38:32
in
38:32
and
38:33
you
38:33
know
38:33
what
38:33
it
38:33
served
38:33
me
38:34
up?
38:35
What?
38:36
Dog
38:36
treats.
38:37
It
38:38
served
38:38
up
38:39
a
38:39
candle
38:40
and
38:40
it
38:40
served
38:41
up
38:41
like
38:42
your
38:42
standard
38:43
old
38:43
mop
38:44
and
38:44
it
38:44
says
38:44
we
38:45
could
38:45
not
38:45
understand
38:45
that
38:46
question
38:46
for
38:46
you.
38:47
That
38:47
to
38:48
me
38:48
that
38:48
goes
38:49
back
38:49
to
38:49
headline
38:49
number
38:50
one,
38:50
which
38:50
is
38:50
like
38:51
this
38:51
is
38:51
how
38:51
people
38:52
are
38:52
going
38:52
to
38:52
be
38:52
searching.
38:53
You
38:54
target
38:54
are
38:54
not
38:55
even
38:55
prepared
38:56
for
38:57
this.
38:57
And
38:57
it's
38:57
going
38:58
to
38:58
come
38:58
fast
38:59
and
38:59
it's
38:59
going
38:59
to
38:59
come
38:59
hard
38:59
and
39:00
you
39:00
need
39:00
to
39:00
be
39:00
ready.
39:00
So
39:01
that
39:02
to
39:02
me,
39:02
that
39:02
was
39:02
a
39:03
big
39:03
eye
39:03
opener
39:03
that
39:04
I
39:04
feel
39:04
like
39:05
has
39:05
to
39:05
be
39:05
discussed.
39:06
See
39:07
now,
39:07
now,
39:07
Ann,
39:07
I'm
39:07
going
39:07
to
39:08
give
39:08
you
39:08
kudos
39:08
to
39:08
see
39:09
how
39:09
you
39:09
just
39:09
wrap
39:10
the
39:10
show.
39:11
You
39:11
just
39:11
completely
39:12
enveloped
39:12
the
39:12
show
39:13
from
39:13
headline
39:13
one
39:14
to
39:14
headline
39:14
five.
39:14
You
39:15
brought
39:15
it
39:15
back
39:15
around
39:16
full
39:16
circle.
39:17
Completely
39:18
enveloped
39:18
it
39:19
nicely.
39:19
Nicely
39:20
done.
39:20
Nicely
39:21
done.
39:21
And
39:21
I
39:22
could
39:22
not
39:22
agree
39:22
with
39:22
you
39:22
more.
39:23
All
39:23
right,
39:23
let's
39:23
do
39:23
the
39:24
lighting
39:24
round
39:24
because
39:24
I'm
39:24
excited
39:25
these
39:25
questions.
39:27
All
39:27
right,
39:27
Chris,
39:28
before
39:28
we
39:28
get
39:28
to
39:28
the
39:28
lightning
39:29
round,
39:29
I
39:29
just
39:29
want
39:29
to
39:29
give
39:30
a
39:30
quick.
39:30
Because
39:31
it
39:31
is
39:31
Thanksgiving
39:32
and
39:32
some
39:32
of
39:33
these
39:33
themes
39:33
are
39:34
travel
39:34
and
39:34
Thanksgiving
39:35
related,
39:35
I
39:35
just
39:35
want
39:35
to
39:35
give
39:36
a
39:36
quick
39:36
thank
39:37
you
39:37
to
39:37
our
39:37
listeners
39:38
because
39:40
it's
39:40
the
39:40
time
39:41
of
39:41
Thanksgiving
39:42
and
39:42
we
39:43
could
39:43
not
39:43
be
39:43
doing
39:44
this
39:44
job
39:44
with
39:44
everybody
39:45
without
39:45
everybody
39:46
who
39:46
supports
39:47
us,
39:47
listens,
39:48
sends
39:48
us
39:48
DMS,
39:49
especially
39:49
when
39:49
we.
39:50
We
39:50
misprint
39:51
something
39:51
on
39:51
LinkedIn
39:52
and
39:52
they're
39:52
watching
39:53
very
39:53
closely.
39:53
So
39:54
I
39:54
want
39:54
to
39:54
make
39:54
sure
39:55
that
39:55
you
39:55
all
39:55
know
39:56
how
39:56
much
39:56
we
39:56
appreciate
39:57
you
39:57
before
39:57
we
39:57
get
39:57
into
39:58
this
39:58
lightning
39:58
round.
39:59
Yeah.
39:59
And
40:00
that
40:00
also
40:00
brings
40:00
up
40:00
a
40:01
good,
40:01
good
40:01
thing
40:01
to
40:01
call
40:01
it,
40:02
too.
40:02
So
40:02
for
40:02
those
40:02
that
40:02
are
40:03
still
40:03
listening
40:03
that
40:04
like
40:04
the
40:04
lightning
40:04
round,
40:05
particularly
40:06
because
40:06
you
40:06
are
40:07
fans.
40:08
Yes,
40:08
On
40:08
Friday,
40:08
we
40:09
are
40:09
debuting
40:09
a
40:10
new
40:10
podcast
40:11
where
40:11
the
40:11
working
40:11
title
40:12
is
40:12
you're
40:12
such
40:13
a
40:13
ranker,
40:14
where
40:14
we
40:14
have
40:14
ranked
40:15
our
40:15
top
40:15
five
40:16
holidays.
40:17
And
40:17
let
40:17
me
40:18
just
40:18
preface
40:18
this
40:18
by
40:19
saying
40:20
it's
40:20
a
40:20
little
40:20
interesting
40:21
where
40:21
Thanksgiving
40:21
falls
40:22
in
40:22
our
40:22
rankings,
40:22
folks.
40:23
But.
40:23
But
40:24
that's
40:24
coming
40:24
out
40:24
on
40:25
Friday.
40:25
You
40:25
can
40:25
give
40:25
it
40:25
a
40:26
listen,
40:26
let
40:26
us
40:26
know
40:26
what
40:26
you
40:27
think
40:27
and
40:27
let
40:27
us
40:27
know
40:27
what
40:27
else
40:27
you'd
40:28
rank
40:28
and
40:28
let
40:28
us
40:28
know
40:28
who
40:29
you
40:29
agree
40:29
with,
40:29
Anne
40:30
or
40:30
myself.
40:30
All
40:31
right,
40:31
and
40:31
let's
40:31
do
40:31
it
40:32
now.
40:32
Let's
40:33
get
40:33
to
40:33
the
40:33
lightning
40:33
round.
40:34
Okay,
40:34
question
40:35
number
40:35
one,
40:35
Chris.
40:36
Our
40:36
boy
40:37
Brian
40:37
Nickel,
40:37
the
40:38
new
40:38
Starbucks
40:38
CEO,
40:39
is
40:39
now
40:39
tackling
40:39
wait
40:40
times
40:40
at
40:41
Starbucks
40:41
airport
40:42
locations.
40:43
Especially
40:43
of
40:44
note
40:44
today,
40:44
one
40:44
of
40:44
the
40:45
busiest
40:45
travel
40:45
days
40:45
of
40:46
the
40:46
year.
40:46
Chris,
40:47
what
40:47
is
40:47
the
40:47
longest
40:47
you
40:48
waited
40:48
for
40:49
Starbucks
40:49
at
40:49
an
40:49
airport?
40:51
Oh,
40:51
I
40:51
remember
40:52
this
40:52
pretty
40:52
vividly,
40:52
actually.
40:53
I
40:53
think
40:53
I
40:53
was
40:53
in.
40:53
I
40:53
think
40:54
it
40:54
was
40:54
at
40:54
the
40:54
Phoenix
40:54
airport
40:55
last
40:55
New
40:56
Year's,
40:56
like
40:56
around
40:57
New
40:57
Year's,
40:57
and
40:57
it
40:58
took
40:58
45
40:58
minutes
40:59
to
40:59
get
40:59
my
40:59
Starbucks.
41:00
Like,
41:00
it
41:00
was
41:00
crazy.
41:01
45
41:02
minutes.
41:03
Yeah.
41:04
And
41:04
it
41:04
kind
41:05
of.
41:05
You
41:05
kind
41:05
of
41:05
get
41:05
the
41:05
other
41:05
thing
41:05
I
41:06
don't
41:06
want.
41:06
You
41:06
kind
41:06
of
41:06
get
41:06
no
41:06
man's
41:07
land
41:07
when
41:07
that
41:07
happens
41:08
too.
41:08
Like,
41:08
because
41:08
you
41:08
can't
41:09
go
41:09
back
41:09
through
41:09
the
41:09
line
41:09
and
41:09
be
41:10
like,
41:10
cancel
41:10
my
41:10
order
41:11
because
41:11
you've
41:11
already
41:11
paid
41:11
for
41:12
it
41:12
and
41:12
it's
41:12
no
41:13
so
41:13
frustrating.
41:14
But
41:14
yeah,
41:14
I
41:14
mean,
41:14
I
41:15
don't
41:15
know
41:15
what
41:15
you
41:15
do
41:15
about
41:15
it
41:16
because
41:16
it's
41:16
just
41:16
that
41:16
many
41:17
people
41:17
you're
41:17
trying
41:17
to
41:18
serve.
41:18
So,
41:18
you
41:19
know,
41:19
it
41:19
wasn't
41:19
that
41:19
big
41:19
a
41:19
deal.
41:20
I'm
41:20
captive
41:20
in
41:20
an
41:21
airport.
41:21
I
41:21
Guess,
41:21
Ann,
41:22
But
41:22
I
41:22
don't
41:22
know.
41:23
What's
41:23
yours?
41:24
Uh,
41:25
I
41:25
mean,
41:25
yeah,
41:25
it
41:25
was.
41:26
It's
41:26
a
41:26
long
41:26
thing.
41:27
I
41:27
think
41:27
I.
41:27
That
41:28
was
41:28
the
41:28
first
41:28
time
41:28
I
41:29
ended
41:29
up
41:30
messaging
41:30
Starbucks
41:31
through
41:31
the
41:32
app
41:32
and
41:32
just
41:32
being
41:32
like,
41:33
I
41:33
paid
41:33
for
41:33
this
41:33
order.
41:34
I've
41:34
been
41:34
waiting
41:34
for
41:35
half
41:36
an
41:36
hour,
41:36
and
41:36
I
41:36
have
41:36
to
41:36
get
41:37
on
41:37
a
41:37
flight,
41:37
like.
41:38
But.
41:38
And
41:38
they.
41:38
They
41:39
resolved
41:39
it
41:39
quickly.
41:40
But
41:40
it's
41:41
definitely
41:41
an
41:41
issue.
41:42
Definitely
41:42
an
41:42
issue.
41:42
Especially
41:43
at
41:43
the
41:43
airport
41:43
locations.
41:45
That's
41:45
good
41:45
to
41:45
know.
41:45
I
41:45
never
41:46
thought
41:46
about
41:46
doing
41:46
that.
41:46
All
41:47
right,
41:47
second
41:47
one.
41:47
Krispy
41:48
Kreme
41:48
launched
41:48
a
41:48
new
41:49
Grinch
41:49
donut
41:50
made
41:50
with
41:50
an
41:51
unglazed
41:51
donut
41:51
base
41:52
that
41:52
is
41:52
filled
41:52
with
41:53
coal,
41:54
AKA
41:54
cookies
41:55
and
41:55
cream
41:56
filling,
41:56
then
41:57
dipped
41:57
in
41:58
Grinch
41:59
green
42:00
icing
42:00
with
42:01
the
42:01
lines
42:01
of
42:01
chocolate
42:02
frosting
42:03
piped
42:04
on
42:04
top
42:04
to
42:04
form
42:05
the
42:05
character's
42:05
face,
42:06
complete
42:07
with
42:07
a
42:07
quote,
42:07
smirky
42:08
grin
42:09
and
42:09
buttercream
42:10
hair.
42:10
End
42:10
quote.
42:11
What
42:11
was
42:11
your
42:12
favorite
42:12
Dr.
42:13
Seuss
42:13
book
42:14
growing
42:14
up,
42:14
Ann?
42:15
Oh,
42:15
the
42:16
places
42:16
you'll
42:16
go.
42:17
My.
42:18
My
42:18
grandma,
42:18
who
42:18
I
42:18
was
42:19
very
42:19
close
42:19
to,
42:20
gave
42:20
me
42:21
a
42:21
copy
42:21
of
42:21
that
42:22
book
42:22
and
42:22
wrote
42:22
inside
42:23
of
42:23
it.
42:23
And
42:23
it's
42:24
probably
42:24
one
42:24
of
42:24
my
42:24
most
42:24
treasured
42:25
possessions
42:25
that
42:26
I
42:26
own
42:26
right
42:26
now.
42:26
So,
42:27
yes,
42:27
that's
42:28
my
42:28
favorite.
42:28
And
42:29
the
42:29
Grinch
42:29
is
42:29
fun
42:29
too.
42:30
But
42:30
yeah,
42:31
the
42:31
podcast
42:31
makes
42:31
you
42:32
feel
42:32
a
42:32
little
42:32
happier
42:32
each
42:33
week,
42:33
too,
42:33
and
42:33
thank
42:34
you
42:34
for
42:34
that.
42:34
Thank
42:34
you
42:35
for
42:35
that.
42:36
All
42:36
right,
42:36
Chris.
42:37
Next
42:37
week,
42:37
Delta
42:38
will
42:38
start
42:38
serving
42:39
Shake
42:39
Shack
42:39
burgers
42:40
on
42:40
flights
42:41
out
42:41
of
42:41
Boston
42:42
with
42:42
plans
42:42
to
42:42
roll
42:43
it
42:43
out
42:43
to
42:43
the
42:43
rest
42:43
the
42:44
US
42:44
not
42:44
so
42:45
long
42:45
afterward.
42:46
Are
42:46
you
42:46
pro
42:46
or
42:47
con
42:47
Shake
42:47
Shack
42:48
being
42:48
served
42:48
to
42:49
every
42:49
person
42:49
sitting
42:50
within
42:50
inches
42:50
of
42:51
you
42:51
on
42:51
your
42:51
next
42:52
Delta
42:52
flight?
42:54
Oh,
42:54
my
42:54
God.
42:54
I'm
42:55
decidedly
42:55
caught
42:55
on
42:56
this.
42:56
I
42:56
think
42:56
this
42:56
is
42:56
a
42:57
terrible
42:57
move
42:57
by
42:57
Shake
42:58
Shack.
42:58
Why
42:59
would
42:59
you
42:59
want
42:59
your
42:59
potential
43:00
first
43:00
introduction
43:01
to
43:01
your
43:01
brand
43:01
BV
43:02
airplane
43:02
service?
43:03
Seems
43:03
like
43:03
a
43:04
good,
43:04
right?
43:05
It's
43:05
not
43:06
going
43:06
to
43:06
be
43:06
good.
43:07
It
43:07
seems
43:08
like
43:08
a
43:08
move
43:08
with
43:08
only
43:09
downside
43:09
to
43:09
me.
43:10
And
43:10
the
43:10
other
43:10
thing
43:10
it
43:10
makes
43:11
me
43:11
think
43:11
of,
43:11
too,
43:11
Ann,
43:11
is
43:12
I
43:12
guess
43:12
you
43:12
could
43:12
say
43:12
that
43:13
I've
43:13
had
43:13
it
43:13
with
43:14
these
43:14
mother
43:14
effing
43:15
Shake
43:15
Shacks
43:15
on
43:16
this
43:16
plane.
43:16
You
43:17
know,
43:17
like,
43:17
that's
43:19
freaking
43:19
Shake
43:20
Shacks
43:20
on
43:20
this
43:20
plane.
43:21
Oh,
43:21
yeah.
43:21
Oh,
43:21
yeah.
43:23
Samuel
43:23
L.
43:23
Jackson.
43:24
All
43:24
right.
43:24
Yeah.
43:24
All
43:25
right.
43:25
Yeah.
43:26
All
43:27
right.
43:27
Build
43:27
a
43:27
bear
43:27
and
43:28
KFC
43:28
have
43:28
collaborated
43:29
on
43:29
a
43:29
new
43:29
collection
43:30
that
43:30
includes
43:30
a
43:30
beer
43:31
in
43:31
a
43:31
KFC
43:31
bucket.
43:33
A
43:34
bear.
43:34
Not
43:34
a
43:34
beard.
43:34
A
43:35
bear.
43:35
A
43:35
beer.
43:35
Yeah,
43:36
I
43:36
would
43:36
do.
43:36
I
43:36
would
43:36
definitely
43:37
have
43:37
a
43:37
beer
43:37
in
43:37
a
43:37
KFC
43:38
bucket.
43:38
Hell,
43:39
yeah.
43:39
Yeah.
43:40
More
43:40
than
43:40
one.
43:41
All
43:41
right.
43:42
A
43:42
bear
43:42
in
43:42
a
43:42
KFC
43:43
bucket.
43:44
Were
43:44
you
43:44
to
43:44
eat
43:45
at
43:45
kfc,
43:47
would
43:47
you
43:48
order
43:48
your
43:48
chicken
43:49
extra
43:49
crispy
43:50
or
43:51
Original
43:51
Recipe?
43:52
You
43:52
have
43:53
to
43:53
pick
43:53
one.
43:54
Okay.
43:54
I
43:54
have
43:55
never
43:55
been
43:55
to
43:55
kfc,
43:57
so
43:58
I
43:59
would
43:59
probably
44:00
pick
44:00
Original
44:00
Recipe
44:01
because
44:01
I
44:01
feel
44:01
like
44:01
you
44:02
don't
44:02
mess
44:02
with
44:02
a
44:02
good
44:02
thing.
44:03
Right?
44:03
Like,
44:03
that's
44:03
what
44:03
they're
44:03
known
44:04
for.
44:04
Although,
44:05
like,
44:05
normally
44:05
I
44:06
would
44:06
tend
44:06
to
44:06
go
44:06
towards
44:07
extra
44:07
crispy,
44:08
but
44:08
I
44:08
think
44:08
I
44:08
would
44:08
have
44:09
to
44:09
try
44:09
original
44:09
recipes
44:10
recipe
44:10
first.
44:12
Yes.
44:12
Yes.
44:12
Shout
44:12
out
44:13
to
44:13
my
44:13
long
44:13
dead
44:13
father,
44:14
Chuck
44:14
Walton.
44:15
Like,
44:15
he
44:15
was
44:15
a
44:15
hardcore
44:16
Original
44:16
Recipe
44:17
fan.
44:17
He
44:17
used
44:17
to
44:17
eat
44:17
there
44:17
too
44:18
many
44:18
times
44:18
a
44:18
week.
44:19
Not
44:19
why
44:19
he
44:20
passed
44:20
away,
44:21
but,
44:21
you
44:21
know,
44:22
probably.
44:22
Probably
44:22
wasn't
44:23
long
44:23
for
44:23
the
44:23
road
44:23
given
44:24
his
44:24
health
44:24
habits.
44:24
But
44:26
yeah,
44:26
no,
44:26
he'd
44:26
go.
44:27
He
44:27
would.
44:27
He
44:27
would
44:28
salute
44:29
you,
44:29
Anne,
44:29
for
44:29
your
44:29
choice.
44:30
I
44:30
can't
44:30
believe.
44:30
What
44:30
would
44:30
you
44:30
pick
44:31
at
44:31
KFC?
44:31
What
44:32
would
44:32
you.
44:32
Recipe
44:33
100.
44:33
100.
44:34
Okay.
44:34
What
44:34
is
44:35
extra
44:35
crispy?
44:35
Just
44:36
like,
44:36
like,
44:37
I
44:37
worry
44:37
about
44:37
it
44:37
getting,
44:38
like,
44:38
burnt
44:39
or
44:39
like,
44:39
too
44:39
crunchy.
44:40
Is
44:40
that
44:41
the
44:41
case?
44:41
No,
44:41
extra
44:41
crispy
44:42
is
44:42
like,
44:42
like,
44:42
you
44:42
know,
44:43
like
44:43
you
44:43
get
44:43
at,
44:43
like,
44:43
the
44:44
supermarket
44:44
in,
44:45
like,
44:45
in,
44:45
like,
44:46
you
44:46
know,
44:46
like
44:46
if
44:46
you
44:46
get
44:46
like
44:47
fried
44:47
chicken
44:47
at
44:47
the
44:47
supermarket,
44:48
it's
44:48
like
44:48
that.
44:48
Okay.
44:49
It's
44:49
like
44:49
that
44:49
kind
44:49
of
44:49
thing.
44:50
But
44:51
Original
44:51
Recipe
44:52
is
44:52
like
44:52
a
44:52
very
44:53
definitive
44:54
texture.
44:54
It's
44:54
what.
44:55
It's
44:55
what,
44:55
you
44:55
know,
44:55
KFC
44:56
was
44:56
originally
44:56
known
44:56
for.
44:57
So.
44:57
All
44:57
right.
44:57
Yeah,
44:57
that's.
44:58
I'm
44:58
going
44:58
with
44:58
the
44:59
original
44:59
recipe.
44:59
You
44:59
gotta
45:00
try
45:00
it
45:00
out.
45:00
You
45:00
gotta
45:00
go
45:00
to
45:01
kfc.
45:01
The
45:01
kids
45:01
will
45:02
like
45:02
it,
45:02
you
45:02
know,
45:02
Give
45:02
it
45:02
a
45:02
try.
45:03
I
45:04
love
45:04
Popeyes
45:04
too
45:05
much.
45:05
Like,
45:06
why
45:06
again,
45:07
Like,
45:07
Popeyes
45:08
is
45:08
so
45:08
good.
45:08
Chris,
45:09
have
45:09
you
45:09
been
45:09
to
45:09
Popeye's?
45:09
I've
45:10
never
45:10
been
45:10
to
45:10
Popeyes.
45:11
No,
45:11
I've
45:11
not
45:11
been
45:11
to
45:11
Popeye's.
45:11
God,
45:12
you're
45:12
gonna
45:12
change
45:13
your
45:13
ways,
45:13
man.
45:14
Chick
45:14
fil
45:14
a
45:15
kfc.
45:15
They're
45:15
gonna
45:15
be
45:16
out
45:16
the
45:16
window.
45:17
Popeyes
45:17
is.
45:18
But
45:18
you
45:18
should
45:18
still
45:18
try
45:19
it.
45:19
You
45:19
should
45:19
still
45:20
see
45:20
if
45:20
it's
45:20
good.
45:20
You
45:21
know,
45:21
like,
45:21
variety
45:22
is
45:22
the
45:22
spice
45:22
of
45:22
life.
45:23
Okay.
45:23
Okay.
45:24
I
45:25
don't
45:25
even
45:25
know
45:25
where
45:25
there
45:25
is
45:26
a
45:26
KFC
45:26
by
45:27
us.
45:27
Is
45:27
there
45:27
actually.
45:28
That's
45:28
actually
45:28
a
45:28
really
45:28
good
45:28
point.
45:29
There
45:29
is
45:29
not
45:29
one
45:29
close
45:30
to
45:30
us
45:30
at
45:30
all.
45:31
How
45:31
does
45:31
one
45:31
try
45:32
kfc?
45:33
We'll
45:33
see.
45:34
Yeah,
45:34
I
45:34
don't
45:34
know.
45:35
I
45:35
don't
45:35
know.
45:35
In
45:35
your
45:35
travels
45:36
and
45:36
in
45:36
your
45:36
travels,
45:37
eat
45:37
some
45:37
fried
45:38
chicken.
45:38
All
45:38
right.
45:39
Happy
45:39
birthday
45:40
today
45:40
to
45:40
Allison
45:41
Pill
45:41
Ken
45:42
Pilots
45:42
doppelganger
45:43
William
45:43
Fickner,
45:44
and
45:44
to
45:44
the
45:44
woman
45:44
who
45:45
makes
45:45
the
45:45
replacements,
45:46
watchable
45:47
Brooke
45:47
Langton,
45:48
also
45:48
of
45:48
Melrose
45:49
Place
45:49
fame.
45:50
And
45:50
remember,
45:50
if
45:50
you
45:50
could
45:50
only
45:51
read
45:51
or
45:51
listen
45:51
to
45:51
one
45:52
retail
45:52
blog
45:52
in
45:52
the
45:52
business,
45:53
Make
45:53
It
45:53
Omnitalk,
45:54
the
45:54
only
45:54
retail
45:54
media
45:54
outlet
45:55
run
45:55
by
45:55
two
45:56
former
45:56
executives
45:56
from
45:56
a
45:57
current
45:57
top
45:57
10
45:57
US
45:58
retailer.
45:58
Our
45:59
Fast
45:59
Five
45:59
podcast
45:59
is
45:59
the
46:00
quickest,
46:00
fastest
46:00
rundown
46:01
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46:01
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46:01
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46:01
week's
46:01
top
46:01
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46:02
in
46:02
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46:02
daily
46:03
newsletter.
46:03
The
46:03
Retail
46:04
Daily
46:04
Minute
46:04
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46:04
you
46:04
all
46:05
you
46:05
need
46:05
to
46:05
know
46:05
each
46:05
day
46:06
to
46:06
stay
46:06
on
46:07
top
46:07
of
46:07
your
46:07
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46:07
as
46:08
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46:08
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46:08
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46:09
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46:09
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46:09
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46:10
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46:10
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46:11
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46:11
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46:11
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46:11
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46:12
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46:12
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46:12
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46:12
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46:13
Ann
46:13
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46:13
I
46:13
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46:13
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46:14
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46:14
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46:14
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46:14
in
46:14
doing
46:15
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46:15
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46:15
you.
46:16
Thanks
46:16
as
46:16
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46:16
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46:16
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46:16
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46:17
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46:17
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46:17
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46:17
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46:17
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46:18
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46:18
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46:18
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46:18
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46:18
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46:19
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46:19
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46:19
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46:19
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46:19
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46:19
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46:19
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46:20
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46:20
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46:20
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46:20
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46:21
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46:21
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46:21
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46:21
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46:21
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46:22
going
46:22
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46:22
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46:25
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46:25
So
46:25
until
46:26
next
46:26
week,
46:27
Happy
46:27
Thanksgiving
46:28
everyone,
46:28
and
46:28
on
46:29
behalf
46:29
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46:29
all
46:29
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46:30
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46:30
at
46:30
Omnitalk
46:31
Retail,
46:31
be
46:32
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46:32
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46:32
there.