Sainsbury's Wins the Weekly Shop, Walmart's AI Agents
Sainsbury's is winning back the weekly shop on price, while Walmart writes the rules for AI shopping agents that buy on a customer's behalf. Today's Decoding Retail also covers BRC confidence and shoplifting figures, Waitrose's first full-line supermarket in eight years, eBay's 1,000 job cuts and Target's $30 Thanksgiving meal.
00:00 Intro
00:06 Sainsbury's returns to volume growth
00:27 BRC: economy confidence falls to minus 40
00:52 Shoplifting falls 2% but police powers unused
01:14 Waitrose opens first full-line store in 8 years
01:41 Aldi and ABP launch Grounded in Goodness
02:05 Walmart…
The skinny
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