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Online Grocery Breaks Records Despite Budget Constraints | Fast Five Shorts · Omni Talk Retail

• 0:00
  November
• 0:00
  extended
• 0:01
  its
• 0:01
  $10
• 0:01
  billion
• 0:02
  online
• 0:03
  grocery
• 0:03
  sales
• 0:04
  streak
• 0:04
  to
• 0:05
  five
• 0:06
  months,
• 0:06
  according
• 0:06
  to
• 0:07
  a
• 0:07
  joint
• 0:07
  Brick
• 0:08
  Meets
• 0:08
  Click
• 0:08
  and
• 0:09
  Mercatus
• 0:09
  report.
• 0:09
  November
• 0:10
  online
• 0:10
  grocery
• 0:11
  sales
• 0:11
  spiked,
• 0:11
  making
• 0:12
  the
• 0:12
  second
• 0:12
  time
• 0:13
  that
• 0:13
  such
• 0:14
  sales
• 0:15
  topped
• 0:15
  $12
• 0:16
  billion.
• 0:17
  Sales
• 0:18
  reached
• 0:18
  $12.3
• 0:19
  billion.
• 0:20
  That's
• 0:20
  up
• 0:20
  by
• 0:20
  more
• 0:20
  than
• 0:21
  2.5
• 0:21
  billion,
• 0:22
  or
• 0:22
  more
• 0:22
  than
• 0:23
  28%,
• 0:23
  compared
• 0:24
  to
• 0:24
  November
• 0:25
  of
• 0:25
  2024.
• 0:26
  All
• 0:27
  three
• 0:27
  receiving
• 0:27
  methods
• 0:28
  delivery
• 0:28
  Click
• 0:29
  and
• 0:29
  Collect
• 0:29
  and
• 0:30
  Ship
• 0:30
  to
• 0:30
  Home
• 0:30
  saw
• 0:31
  sales
• 0:31
  increases
• 0:32
  last
• 0:32
  month.
• 0:33
  Brick
• 0:33
  Meets
• 0:33
  Click
• 0:34
  attributed
• 0:34
  November's
• 0:35
  online
• 0:35
  grocery
• 0:36
  sales
• 0:36
  growth
• 0:37
  to
• 0:37
  higher
• 0:37
  order
• 0:38
  frequency
• 0:39
  users
• 0:39
  selecting
• 0:40
  multiple
• 0:40
  receiving
• 0:41
  methods
• 0:42
  as
• 0:42
  well
• 0:42
  as
• 0:42
  higher
• 0:43
  spending
• 0:43
  rates.
• 0:44
  Chris,
• 0:44
  what
• 0:44
  are
• 0:44
  your
• 0:45
  thoughts
• 0:45
  on
• 0:45
  the
• 0:46
  reported
• 0:46
  $12.3
• 0:47
  billion
• 0:48
  in
• 0:48
  e
• 0:48
  grocery
• 0:48
  volume
• 0:49
  in
• 0:49
  November?
• 0:50
  Oh,
• 0:51
  and
• 0:51
  I'm
• 0:51
  absolutely
• 0:52
  gobsmacked
• 0:52
  by
• 0:53
  this.
• 0:53
  This
• 0:53
  statistic.
• 0:54
  This
• 0:54
  thing
• 0:54
  stopped
• 0:55
  me
• 0:55
  in
• 0:55
  my
• 0:55
  tracks.
• 0:56
  This
• 0:57
  headline
• 0:57
  in
• 0:58
  in
• 0:58
  concert
• 0:59
  with
• 0:59
  the
• 0:59
  conversation
• 0:59
  we
• 0:59
  had
• 1:00
  with
• 1:00
  Chad
• 1:00
  last
• 1:00
  week.
• 1:00
  On
• 1:01
  our
• 1:01
  annual
• 1:01
  awards
• 1:01
  show.
• 1:02
  In
• 1:02
  addition
• 1:02
  to
• 1:03
  conversations
• 1:03
  I've
• 1:03
  had
• 1:03
  with
• 1:04
  many
• 1:04
  other
• 1:04
  people
• 1:04
  via
• 1:05
  Zoom
• 1:05
  in
• 1:05
  the
• 1:05
  last
• 1:05
  few
• 1:06
  weeks,
• 1:06
  my
• 1:06
  head
• 1:07
  is
• 1:07
  completely.
• 1:07
  Flipped
• 1:08
  on
• 1:08
  what's
• 1:08
  happening.
• 1:09
  I
• 1:09
  alluded
• 1:09
  to
• 1:09
  it
• 1:09
  before,
• 1:10
  and
• 1:10
  I
• 1:10
  think,
• 1:10
  I
• 1:11
  think
• 1:11
  I
• 1:11
  and
• 1:11
  I
• 1:11
  purposely
• 1:12
  want
• 1:12
  to
• 1:12
  put
• 1:12
  these
• 1:13
  two
• 1:13
  headlines
• 1:13
  right
• 1:13
  next
• 1:14
  to
• 1:14
  each
• 1:14
  other
• 1:14
  because
• 1:14
  I
• 1:14
  think
• 1:15
  there's
• 1:15
  a
• 1:15
  lot
• 1:15
  that
• 1:15
  can
• 1:16
  be
• 1:16
  gleaned.
• 1:17
  From
• 1:17
  what
• 1:17
  we
• 1:17
  just
• 1:17
  talked
• 1:17
  about
• 1:18
  in
• 1:18
  terms
• 1:18
  of
• 1:18
  its
• 1:18
  applicability
• 1:19
  to
• 1:19
  this
• 1:19
  headline
• 1:20
  too.
• 1:20
  Because
• 1:21
  here's
• 1:21
  the
• 1:21
  crazy
• 1:22
  thing
• 1:22
  about
• 1:22
  this
• 1:22
  statistic
• 1:23
  is
• 1:24
  consumers
• 1:24
  are
• 1:25
  budget
• 1:25
  constrained.
• 1:26
  No
• 1:26
  doubt
• 1:26
  about
• 1:26
  it.
• 1:27
  Everyone's
• 1:27
  reporting
• 1:28
  it.
• 1:28
  E
• 1:29
  Grocery
• 1:29
  should
• 1:30
  not
• 1:30
  be
• 1:30
  going
• 1:30
  up
• 1:31
  because
• 1:32
  it's
• 1:33
  the
• 1:33
  more
• 1:33
  expensive
• 1:34
  way
• 1:34
  to
• 1:34
  get
• 1:34
  your
• 1:34
  groceries.
• 1:35
  Like
• 1:35
  it
• 1:35
  shouldn't
• 1:36
  be
• 1:36
  happening
• 1:36
  if
• 1:36
  you're
• 1:37
  budget
• 1:37
  constrained.
• 1:38
  So
• 1:38
  then
• 1:38
  you
• 1:38
  have
• 1:38
  to
• 1:38
  ask
• 1:39
  yourself,
• 1:39
  why
• 1:39
  is
• 1:40
  that?
• 1:40
  You
• 1:40
  know,
• 1:40
  is
• 1:40
  it
• 1:41
  the
• 1:41
  time
• 1:41
  savings.
• 1:42
  That
• 1:42
  allows
• 1:42
  you
• 1:42
  to
• 1:43
  that
• 1:43
  gives
• 1:43
  you
• 1:43
  back
• 1:44
  as
• 1:44
  a
• 1:44
  consumer?
• 1:44
  Can
• 1:44
  you
• 1:44
  redeploy
• 1:45
  your
• 1:45
  efforts
• 1:45
  and
• 1:45
  your
• 1:46
  resources
• 1:46
  into
• 1:46
  something
• 1:47
  else?
• 1:47
  Or
• 1:48
  is
• 1:48
  it
• 1:49
  the
• 1:49
  increasing
• 1:49
  level
• 1:50
  of
• 1:50
  price
• 1:50
  transparency
• 1:51
  when
• 1:51
  you're
• 1:51
  reordering
• 1:52
  the
• 1:52
  same
• 1:52
  items
• 1:52
  going
• 1:53
  or
• 1:53
  getting
• 1:53
  in
• 1:53
  the
• 1:54
  habit
• 1:54
  of
• 1:54
  ordering
• 1:54
  them
• 1:55
  time
• 1:55
  and
• 1:55
  time
• 1:55
  again
• 1:56
  from
• 1:56
  places
• 1:56
  that
• 1:56
  you
• 1:56
  trust,
• 1:57
  like
• 1:57
  Walmart,
• 1:57
  where
• 1:58
  the
• 1:58
  loyalty
• 1:58
  programs
• 1:59
  are
• 1:59
  very
• 1:59
  well
• 1:59
  understood.
• 2:00
  And
• 2:01
  my
• 2:01
  hunch
• 2:01
  is
• 2:01
  it's
• 2:01
  some
• 2:02
  combination
• 2:02
  of
• 2:02
  the
• 2:03
  both
• 2:03
  that's
• 2:03
  driving
• 2:04
  this
• 2:04
  increase
• 2:04
  in
• 2:04
  behavior,
• 2:05
  as
• 2:05
  well
• 2:06
  as
• 2:06
  just
• 2:06
  the
• 2:06
  general
• 2:06
  acclimation
• 2:07
  of
• 2:07
  the
• 2:07
  younger
• 2:08
  generations
• 2:08
  to
• 2:09
  online
• 2:09
  grocery
• 2:09
  as
• 2:10
  well.
• 2:10
  Which
• 2:11
  is
• 2:11
  why
• 2:11
  I
• 2:11
  go
• 2:11
  back
• 2:11
  to
• 2:11
  what
• 2:12
  I
• 2:12
  said
• 2:12
  in,
• 2:12
  you
• 2:12
  know,
• 2:12
  the
• 2:13
  last
• 2:13
  headline
• 2:13
  with
• 2:14
  when
• 2:14
  it
• 2:14
  comes
• 2:15
  to
• 2:15
  agentic
• 2:16
  AI
• 2:17
  online
• 2:17
  in
• 2:17
  Grocery
• 2:18
  in
• 2:18
  E
• 2:18
  Grocery,
• 2:19
  it
• 2:19
  is
• 2:19
  going
• 2:20
  to
• 2:20
  explode.
• 2:20
  If
• 2:20
  we're
• 2:21
  already
• 2:21
  seeing
• 2:21
  this
• 2:21
  behavior
• 2:22
  now,
• 2:23
  when
• 2:23
  you
• 2:23
  add
• 2:23
  a
• 2:23
  Gen
• 2:24
  two
• 2:24
  gone
• 2:24
  to
• 2:24
  it,
• 2:24
  it's
• 2:24
  going
• 2:25
  to
• 2:25
  be
• 2:25
  one
• 2:25
  plus
• 2:25
  one
• 2:25
  equals
• 2:26
  Three
• 2:26
  in
• 2:26
  terms
• 2:26
  of
• 2:26
  the
• 2:26
  exponential
• 2:27
  impact.
• 2:27
  So
• 2:28
  because
• 2:28
  the
• 2:28
  one
• 2:29
  axiom,
• 2:29
  and
• 2:29
  you've
• 2:30
  already
• 2:30
  said
• 2:30
  it
• 2:30
  on
• 2:30
  the
• 2:30
  show
• 2:30
  once,
• 2:31
  the
• 2:31
  one
• 2:31
  axiom
• 2:31
  you
• 2:31
  can
• 2:32
  take
• 2:32
  to
• 2:32
  the
• 2:32
  bank,
• 2:32
  which
• 2:32
  we
• 2:32
  talk
• 2:33
  about
• 2:33
  on
• 2:33
  the
• 2:33
  show
• 2:33
  all
• 2:34
  the
• 2:34
  time,
• 2:35
  we
• 2:35
  talk
• 2:35
  about
• 2:35
  it
• 2:35
  a
• 2:35
  lot,
• 2:36
  is
• 2:36
  everything
• 2:37
  always
• 2:37
  gravitates
• 2:38
  towards
• 2:38
  the
• 2:38
  lowest
• 2:39
  price
• 2:39
  when
• 2:39
  everything
• 2:40
  else
• 2:40
  is
• 2:40
  equal.
• 2:41
  And
• 2:41
  for
• 2:41
  the
• 2:41
  Kraft
• 2:42
  macaroni
• 2:43
  and
• 2:43
  cheese
• 2:43
  box,
• 2:43
  there's
• 2:44
  no
• 2:44
  difference
• 2:44
  in
• 2:45
  it
• 2:45
  between
• 2:45
  where
• 2:46
  you
• 2:46
  want
• 2:46
  to
• 2:46
  buy
• 2:46
  it.
• 2:46
  And
• 2:47
  so
• 2:47
  all
• 2:47
  things
• 2:47
  are
• 2:47
  equal
• 2:48
  and.
• 2:48
  That'S
• 2:48
  how
• 2:48
  things
• 2:49
  are
• 2:49
  going
• 2:50
  to
• 2:50
  evolve.
• 2:51
  Yeah.
• 2:52
  I
• 2:52
  think
• 2:52
  the
• 2:52
  one
• 2:52
  thing
• 2:52
  that
• 2:53
  I
• 2:53
  wish
• 2:53
  we
• 2:53
  had
• 2:54
  more
• 2:54
  visibility
• 2:54
  to
• 2:55
  in
• 2:55
  this
• 2:55
  data
• 2:56
  set
• 2:56
  is
• 2:56
  how
• 2:56
  much
• 2:57
  of
• 2:57
  this
• 2:57
  is
• 2:57
  buy
• 2:57
  online
• 2:58
  pickup
• 2:58
  in
• 2:58
  store.
• 2:59
  And
• 2:59
  the
• 3:00
  reason
• 3:00
  that
• 3:00
  I
• 3:00
  say
• 3:00
  that
• 3:01
  is
• 3:01
  because
• 3:03
  I
• 3:03
  think
• 3:03
  that
• 3:04
  is
• 3:04
  there's
• 3:05
  no
• 3:05
  cost
• 3:06
  for
• 3:06
  that.
• 3:06
  You
• 3:06
  know,
• 3:06
  like
• 3:07
  e
• 3:07
  that's
• 3:07
  considered
• 3:08
  e
• 3:08
  grocery,
• 3:09
  but
• 3:09
  that's
• 3:09
  going
• 3:09
  to
• 3:09
  pick
• 3:09
  up
• 3:10
  your
• 3:10
  groceries,
• 3:10
  which
• 3:11
  I
• 3:11
  think
• 3:11
  a
• 3:11
  lot
• 3:12
  of
• 3:12
  people
• 3:12
  have
• 3:12
  started,
• 3:13
  a
• 3:13
  lot
• 3:13
  more
• 3:13
  people
• 3:13
  have
• 3:14
  started
• 3:14
  to
• 3:14
  do.
• 3:15
  That's
• 3:15
  what
• 3:15
  we're
• 3:15
  hearing
• 3:15
  from
• 3:16
  a
• 3:16
  lot
• 3:17
  of
• 3:17
  the
• 3:17
  grocery
• 3:17
  retailers
• 3:18
  out
• 3:18
  there,
• 3:18
  that
• 3:18
  they've
• 3:18
  increased
• 3:19
  curbside
• 3:19
  pickup
• 3:20
  capacity
• 3:21
  from
• 3:21
  Target
• 3:22
  to
• 3:22
  Walmart
• 3:22
  to
• 3:23
  Albertsons
• 3:24
  to
• 3:24
  H
• 3:24
  E
• 3:24
  B.
• 3:24
  Like
• 3:25
  everybody's
• 3:25
  working
• 3:25
  on
• 3:26
  how
• 3:26
  to
• 3:26
  do
• 3:26
  this
• 3:27
  because
• 3:27
  in
• 3:28
  a
• 3:28
  lot
• 3:28
  of
• 3:28
  ways
• 3:28
  it
• 3:29
  is,
• 3:30
  it
• 3:30
  is
• 3:30
  the
• 3:30
  easiest
• 3:31
  way
• 3:31
  for
• 3:31
  me
• 3:31
  to
• 3:32
  get
• 3:32
  my
• 3:32
  groceries.
• 3:33
  And
• 3:33
  if
• 3:33
  you
• 3:33
  look
• 3:33
  at,
• 3:34
  I
• 3:34
  mean
• 3:34
  your,
• 3:34
  your,
• 3:35
  your
• 3:35
  most
• 3:36
  recent
• 3:36
  grocery
• 3:36
  experiences,
• 3:37
  I'd
• 3:38
  be
• 3:38
  interested
• 3:38
  in
• 3:38
  polling
• 3:39
  the
• 3:39
  listeners
• 3:40
  and
• 3:40
  even
• 3:40
  curious
• 3:41
  from
• 3:42
  your
• 3:42
  perspective,
• 3:42
  Chris,
• 3:42
  like,
• 3:43
  has
• 3:43
  your
• 3:43
  grocery
• 3:44
  experience
• 3:45
  in
• 3:45
  store
• 3:45
  been
• 3:46
  a
• 3:46
  good
• 3:46
  one
• 3:46
  as
• 3:47
  of
• 3:47
  late?
• 3:47
  Like,
• 3:47
  it
• 3:47
  seem
• 3:48
  to
• 3:48
  me
• 3:49
  that
• 3:49
  there's
• 3:49
  been,
• 3:50
  you
• 3:50
  know,
• 3:50
  shortage
• 3:51
  of
• 3:51
  staff.
• 3:52
  There's
• 3:52
  sometimes
• 3:53
  stuff
• 3:53
  isn't
• 3:53
  in
• 3:53
  stock
• 3:53
  and
• 3:54
  then
• 3:54
  you
• 3:54
  have
• 3:54
  to
• 3:54
  go
• 3:54
  ask
• 3:55
  somebody.
• 3:55
  At
• 3:56
  least
• 3:56
  when
• 3:56
  I'm
• 3:56
  ordering
• 3:57
  groceries
• 3:57
  online,
• 3:58
  I
• 3:58
  know
• 3:58
  right
• 3:59
  away
• 3:59
  here's
• 4:00
  what
• 4:00
  is
• 4:00
  available
• 4:01
  and
• 4:01
  here's
• 4:01
  what's
• 4:02
  not.
• 4:02
  What's
• 4:03
  not
• 4:03
  available,
• 4:04
  it's,
• 4:04
  it's
• 4:05
  the
• 4:05
  fastest
• 4:05
  possible
• 4:06
  way
• 4:06
  for
• 4:07
  me
• 4:07
  to
• 4:07
  get
• 4:07
  that,
• 4:08
  that
• 4:08
  to
• 4:09
  do
• 4:09
  checked
• 4:10
  off
• 4:10
  my
• 4:10
  list
• 4:10
  for
• 4:10
  the
• 4:10
  week
• 4:11
  is
• 4:11
  either
• 4:11
  ordering
• 4:12
  online
• 4:12
  or
• 4:13
  doing
• 4:13
  buy
• 4:13
  online
• 4:13
  pickup
• 4:14
  in
• 4:14
  store.
• 4:14
  Plus,
• 4:15
  I
• 4:15
  think
• 4:15
  you
• 4:15
  have
• 4:15
  a
• 4:15
  lot
• 4:15
  of
• 4:16
  incentives
• 4:16
  that
• 4:16
  have
• 4:16
  been
• 4:16
  kicked
• 4:17
  in
• 4:17
  to
• 4:17
  get
• 4:17
  people
• 4:18
  who
• 4:18
  are,
• 4:19
  who
• 4:19
  have
• 4:19
  maybe
• 4:19
  started
• 4:20
  this
• 4:20
  behavior
• 4:21
  to
• 4:21
  continue
• 4:21
  this
• 4:22
  behavior.
• 4:22
  You
• 4:22
  have
• 4:23
  Target
• 4:23
  giving
• 4:23
  several
• 4:24
  deals
• 4:24
  on
• 4:24
  Shipt.
• 4:25
  You
• 4:25
  have
• 4:25
  Walmart
• 4:26
  plus
• 4:26
  giving
• 4:26
  a
• 4:27
  pretty
• 4:27
  significant
• 4:28
  amount
• 4:28
  of
• 4:28
  cash
• 4:29
  back
• 4:29
  in
• 4:29
  Walmart
• 4:30
  cash.
• 4:30
  If
• 4:30
  you
• 4:30
  shop,
• 4:32
  if
• 4:32
  you
• 4:32
  shop,
• 4:32
  you
• 4:33
  know,
• 4:33
  from
• 4:33
  as
• 4:33
  a
• 4:33
  Walmart
• 4:34
  plus
• 4:34
  member
• 4:34
  or
• 4:34
  as
• 4:35
  a
• 4:35
  Walmart
• 4:35
  member.
• 4:36
  And
• 4:36
  then
• 4:36
  you
• 4:37
  have
• 4:37
  Instacart
• 4:37
  giving
• 4:38
  deals
• 4:38
  to
• 4:38
  SNAP
• 4:38
  participants
• 4:39
  too,
• 4:39
  which
• 4:39
  I
• 4:39
  think
• 4:40
  all
• 4:40
  of
• 4:40
  this
• 4:40
  comes
• 4:41
  into
• 4:41
  one,
• 4:41
  fueling
• 4:42
  customer
• 4:43
  behavior
• 4:44
  to
• 4:44
  realize
• 4:45
  that
• 4:46
  Maybe
• 4:46
  it's
• 4:47
  worth
• 4:47
  a
• 4:47
  little
• 4:47
  bit
• 4:47
  of
• 4:47
  extra
• 4:48
  money
• 4:48
  to
• 4:48
  have
• 4:49
  your
• 4:49
  groceries
• 4:49
  delivered.
• 4:51
  It's,
• 4:51
  it's
• 4:51
  a
• 4:52
  better
• 4:52
  experience
• 4:53
  overall
• 4:53
  when
• 4:54
  you
• 4:54
  just
• 4:54
  come
• 4:54
  pick
• 4:54
  it
• 4:55
  up
• 4:55
  and
• 4:55
  you
• 4:55
  don't
• 4:55
  have
• 4:55
  to
• 4:55
  deal
• 4:56
  with
• 4:56
  going
• 4:56
  and
• 4:56
  walking
• 4:57
  around
• 4:57
  the
• 4:57
  store
• 4:57
  and
• 4:57
  taking
• 4:58
  up
• 4:58
  time.
• 4:58
  And
• 4:59
  I,
• 4:59
  I'd
• 4:59
  be
• 4:59
  curious,
• 5:00
  you
• 5:00
  know,
• 5:01
  what
• 5:01
  the,
• 5:01
  what
• 5:01
  the
• 5:01
  breakout
• 5:02
  is
• 5:02
  for
• 5:03
  cost
• 5:03
  for
• 5:04
  delivery
• 5:04
  over
• 5:05
  and
• 5:06
  what
• 5:06
  the
• 5:06
  value
• 5:06
  of
• 5:06
  people's
• 5:07
  time
• 5:07
  is
• 5:07
  worth.
• 5:08
  And
• 5:08
  if
• 5:08
  they're
• 5:09
  just
• 5:09
  going
• 5:09
  to
• 5:10
  the
• 5:10
  point
• 5:10
  where
• 5:10
  they're
• 5:10
  like,
• 5:10
  this
• 5:11
  is
• 5:11
  something
• 5:11
  that
• 5:12
  I
• 5:12
  don't
• 5:12
  have
• 5:12
  to
• 5:12
  think
• 5:12
  about
• 5:13
  anymore.
• 5:13
  One
• 5:14
  click
• 5:14
  and
• 5:14
  done
• 5:15
  and
• 5:15
  I
• 5:15
  pick
• 5:15
  it
• 5:15
  up
• 5:16
  on
• 5:16
  my
• 5:16
  schedule
• 5:17
  or
• 5:17
  have
• 5:17
  it
• 5:17
  delivered
• 5:17
  when
• 5:18
  it's
• 5:18
  convenient
• 5:18
  for
• 5:18
  me.
• 5:19
  Yeah,
• 5:19
  I
• 5:19
  think
• 5:20
  what
• 5:20
  I'd
• 5:20
  say
• 5:20
  to
• 5:20
  that
• 5:20
  is,
• 5:20
  you
• 5:21
  know,
• 5:21
  the,
• 5:21
  the
• 5:21
  sales
• 5:21
  are
• 5:21
  up
• 5:21
  across
• 5:22
  the
• 5:22
  board.
• 5:22
  So
• 5:22
  your
• 5:23
  point
• 5:23
  about
• 5:23
  curbside
• 5:23
  pickup,
• 5:24
  you
• 5:24
  know,
• 5:24
  potentially,
• 5:25
  but
• 5:25
  like
• 5:25
  the
• 5:25
  sales
• 5:25
  are
• 5:26
  up
• 5:26
  across
• 5:26
  the
• 5:26
  board.
• 5:26
  Ship
• 5:27
  to
• 5:27
  home
• 5:27
  delivery.
• 5:28
  Ship
• 5:28
  to
• 5:28
  home
• 5:29
  being.
• 5:31
  I
• 5:31
  can
• 5:32
  never
• 5:32
  remember
• 5:32
  which
• 5:32
  one
• 5:32
  is
• 5:32
  shipped
• 5:33
  to
• 5:33
  home
• 5:33
  and
• 5:33
  which
• 5:33
  one's
• 5:33
  delivery,
• 5:34
  but
• 5:34
  one
• 5:34
  is
• 5:34
  like
• 5:35
  direct
• 5:35
  from
• 5:35
  Walmart,
• 5:35
  the
• 5:36
  other
• 5:36
  one
• 5:36
  is
• 5:36
  via
• 5:36
  Instacart.
• 5:37
  So
• 5:38
  like,
• 5:38
  you
• 5:38
  know,
• 5:38
  so
• 5:39
  like,
• 5:39
  it's.
• 5:39
  Just,
• 5:39
  they're
• 5:39
  up,
• 5:40
  it's
• 5:40
  just
• 5:40
  up
• 5:40
  across.
• 5:40
  The
• 5:41
  board,
• 5:41
  which
• 5:41
  is
• 5:41
  just
• 5:41
  absolutely
• 5:42
  insane
• 5:42
  to
• 5:42
  me.
• 5:43
  And
• 5:43
  the
• 5:43
  cost
• 5:43
  for
• 5:44
  that
• 5:44
  stuff
• 5:44
  is
• 5:44
  going
• 5:44
  down.
• 5:45
  Like,
• 5:45
  that's
• 5:45
  a,
• 5:45
  that's
• 5:46
  the
• 5:46
  thing
• 5:46
  too
• 5:46
  that
• 5:46
  I
• 5:47
  think
• 5:47
  that
• 5:47
  isn't
• 5:48
  factored
• 5:48
  in.
• 5:48
  Like
• 5:49
  I
• 5:49
  was
• 5:49
  saying,
• 5:49
  like,
• 5:50
  I
• 5:50
  just
• 5:50
  did
• 5:50
  a
• 5:50
  Walmart
• 5:51
  plus
• 5:51
  delivery
• 5:51
  and
• 5:52
  I
• 5:52
  got,
• 5:52
  you
• 5:52
  know,
• 5:53
  $15
• 5:54
  back
• 5:54
  in
• 5:54
  Walmart
• 5:55
  cash
• 5:55
  for
• 5:55
  my
• 5:55
  grocery
• 5:56
  order
• 5:56
  for
• 5:56
  the
• 5:56
  week.
• 5:57
  Like
• 5:57
  that.
• 5:57
  Yeah,
• 5:58
  right
• 5:58
  there.
• 5:58
  Paid
• 5:59
  $98
• 5:59
  for
• 5:59
  the
• 6:00
  Walmart
• 6:00
  plus
• 6:01
  subscription
• 6:01
  at
• 6:01
  some
• 6:02
  point.
• 6:02
  So
• 6:02
  like,
• 6:02
  I
• 6:02
  don't
• 6:03
  know
• 6:03
  that
• 6:03
  the
• 6:03
  cost
• 6:03
  is
• 6:04
  actually
• 6:04
  going
• 6:04
  down.
• 6:05
  You
• 6:05
  know,
• 6:06
  it
• 6:06
  may
• 6:07
  feel
• 6:07
  that
• 6:07
  way,
• 6:07
  but
• 6:08
  I
• 6:08
  don't
• 6:08
  know
• 6:08
  that
• 6:08
  it
• 6:08
  actually
• 6:09
  is.
• 6:09
  And
• 6:09
  I
• 6:09
  don't
• 6:09
  know
• 6:10
  if,
• 6:10
  I
• 6:10
  don't.
• 6:10
  Know
• 6:10
  if
• 6:10
  it
• 6:10
  is
• 6:11
  across
• 6:11
  the
• 6:11
  market
• 6:11
  either.
• 6:12
  Right.
• 6:12
  So
• 6:12
  that's
• 6:13
  the
• 6:13
  other
• 6:13
  point
• 6:13
  of
• 6:13
  this.
• 6:13
  But
• 6:14
  like,
• 6:14
  you
• 6:15
  know,
• 6:15
  it's
• 6:15
  just,
• 6:15
  it's.
• 6:15
  Just
• 6:15
  so
• 6:16
  fascinating
• 6:16
  to
• 6:16
  me
• 6:17
  that
• 6:17
  it's
• 6:17
  right
• 6:17
  now
• 6:19
  and
• 6:19
  this
• 6:19
  is
• 6:19
  across
• 6:19
  all
• 6:20
  of
• 6:20
  grocery,
• 6:20
  right?
• 6:21
  So
• 6:21
  Walmart
• 6:21
  is
• 6:21
  A,
• 6:22
  is
• 6:22
  25%
• 6:23
  of
• 6:23
  the
• 6:23
  grocery
• 6:23
  business,
• 6:23
  but
• 6:24
  there's
• 6:24
  still
• 6:24
  75%
• 6:25
  that's
• 6:26
  operating
• 6:26
  in
• 6:26
  a
• 6:26
  different
• 6:26
  way
• 6:27
  too.
• 6:27
  So
• 6:27
  like,
• 6:28
  man,
• 6:28
  it's
• 6:29
  just,
• 6:29
  it's
• 6:29
  just
• 6:29
  wild.