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Kroger's Game-Changer: Disney Joins the Membership Party! · Omni Talk Retail

• 0:00
  Kroger
• 0:00
  has
• 0:01
  revealed
• 0:01
  that
• 0:01
  boost
• 0:02
  by
• 0:02
  Kroger
• 0:03
  will
• 0:03
  now
• 0:03
  include
• 0:03
  Disney's
• 0:04
  streaming
• 0:04
  options
• 0:05
  as
• 0:05
  part
• 0:05
  of
• 0:06
  its
• 0:06
  annual
• 0:07
  membership
• 0:07
  subscriptions.
• 0:08
  According
• 0:09
  to
• 0:09
  Progressive
• 0:09
  Grocer,
• 0:10
  for
• 0:10
  its
• 0:10
  $99
• 0:11
  a
• 0:11
  year
• 0:11
  plan,
• 0:12
  new
• 0:12
  enrollees
• 0:12
  and
• 0:13
  existing
• 0:13
  members
• 0:13
  may
• 0:14
  select
• 0:14
  a
• 0:14
  complimentary
• 0:15
  subscription
• 0:15
  to
• 0:16
  Disney
• 0:16
  Basic
• 0:17
  with
• 0:17
  ads,
• 0:18
  Hulu
• 0:18
  with
• 0:19
  ads,
• 0:19
  or
• 0:19
  ESPN
• 0:20
  plus
• 0:20
  for
• 0:20
  the
• 0:20
  duration
• 0:21
  of
• 0:21
  their
• 0:21
  $99
• 0:22
  annual
• 0:22
  membership.
• 0:23
  For
• 0:24
  its
• 0:24
  dollar
• 0:24
  59
• 0:24
  plan,
• 0:25
  new
• 0:25
  enrollees
• 0:25
  and
• 0:26
  existing
• 0:26
  members
• 0:26
  may
• 0:27
  select
• 0:27
  a
• 0:27
  complimentary,
• 0:28
  one
• 0:28
  time,
• 0:28
  six
• 0:29
  month
• 0:29
  subscription
• 0:30
  to
• 0:30
  Disney
• 0:31
  Basic
• 0:31
  with
• 0:32
  ads,
• 0:32
  Hulu
• 0:32
  with
• 0:33
  ads,
• 0:33
  or
• 0:33
  ESPN
• 0:34
  Plus.
• 0:34
  Chris
• 0:35
  Kroger
• 0:36
  landed
• 0:36
  Disney.
• 0:37
  It's
• 0:38
  big
• 0:38
  news.
• 0:38
  Yeah.
• 0:39
  So
• 0:39
  what
• 0:39
  do
• 0:39
  you
• 0:39
  think
• 0:39
  this
• 0:40
  means
• 0:40
  for
• 0:40
  the
• 0:41
  retail
• 0:41
  subscription
• 0:42
  landscape?
• 0:43
  Oh,
• 0:44
  wow.
• 0:44
  I
• 0:44
  mean,
• 0:44
  if
• 0:45
  you're
• 0:45
  scoring
• 0:45
  at
• 0:45
  home,
• 0:45
  and
• 0:46
  let's
• 0:46
  score
• 0:46
  this
• 0:46
  at
• 0:46
  home.
• 0:47
  Yes,
• 0:47
  you've
• 0:47
  got
• 0:48
  Amazon
• 0:48
  with
• 0:49
  Amazon
• 0:49
  prime.
• 0:49
  Pretty
• 0:50
  formidable,
• 0:50
  right?
• 0:51
  Kroger
• 0:52
  and
• 0:52
  possibly
• 0:53
  albertsons
• 0:53
  down
• 0:53
  the
• 0:54
  road,
• 0:54
  who
• 0:54
  knows?
• 0:55
  Disney
• 0:55
  plus.
• 0:55
  Yep,
• 0:56
  also
• 0:56
  pretty
• 0:56
  formidable.
• 0:57
  Walmart,
• 0:58
  Paramount
• 0:58
  plus,
• 1:00
  not
• 1:00
  as
• 1:00
  compelling,
• 1:00
  but
• 1:01
  okay.
• 1:01
  I
• 1:01
  mean,
• 1:01
  especially
• 1:01
  if
• 1:02
  you
• 1:02
  like
• 1:02
  Yellowstone,
• 1:03
  wherever
• 1:04
  the
• 1:04
  hell
• 1:04
  that
• 1:04
  show
• 1:04
  is
• 1:04
  going.
• 1:06
  And
• 1:06
  so
• 1:06
  the
• 1:06
  regional
• 1:07
  grocers,
• 1:07
  if
• 1:07
  you
• 1:07
  think
• 1:07
  about
• 1:07
  it,
• 1:08
  are
• 1:08
  going
• 1:08
  to
• 1:08
  have
• 1:08
  a
• 1:08
  tough
• 1:09
  time
• 1:09
  competing
• 1:10
  because
• 1:10
  people
• 1:11
  are
• 1:11
  going
• 1:11
  to
• 1:11
  become
• 1:11
  more
• 1:12
  sticky
• 1:12
  to
• 1:12
  Amazon,
• 1:13
  Kroger
• 1:13
  and
• 1:13
  Walmart
• 1:14
  for
• 1:14
  e
• 1:14
  commerce,
• 1:15
  grocery
• 1:15
  by
• 1:16
  way
• 1:16
  of
• 1:16
  these
• 1:16
  subscription
• 1:17
  programs
• 1:17
  and
• 1:18
  how
• 1:18
  enticing
• 1:18
  they
• 1:18
  are.
• 1:19
  And
• 1:19
  once
• 1:19
  you
• 1:19
  get
• 1:19
  people
• 1:19
  into
• 1:20
  them,
• 1:20
  it's
• 1:20
  hard
• 1:20
  to
• 1:21
  switch.
• 1:21
  Right.
• 1:22
  And
• 1:22
  so
• 1:22
  the
• 1:22
  other
• 1:22
  part
• 1:23
  of
• 1:23
  this
• 1:23
  that
• 1:23
  makes
• 1:23
  me
• 1:23
  wonder
• 1:24
  who
• 1:24
  loses
• 1:24
  out
• 1:24
  nationally
• 1:25
  is
• 1:25
  target
• 1:25
  too.
• 1:25
  Like
• 1:26
  who's
• 1:26
  target
• 1:26
  bringing
• 1:27
  into
• 1:27
  the
• 1:27
  party
• 1:27
  at
• 1:27
  this
• 1:27
  time?
• 1:28
  I
• 1:28
  mean,
• 1:28
  is
• 1:28
  PBS
• 1:29
  available?
• 1:29
  Like,
• 1:29
  like
• 1:30
  what
• 1:30
  other.
• 1:31
  They
• 1:31
  have
• 1:31
  a
• 1:31
  great
• 1:32
  menopause
• 1:32
  documentary
• 1:33
  coming
• 1:33
  out
• 1:33
  this
• 1:34
  weekend
• 1:34
  or
• 1:34
  next
• 1:35
  weekend.
• 1:36
  You
• 1:36
  never
• 1:36
  know.
• 1:36
  Services
• 1:37
  out
• 1:37
  there,
• 1:37
  they're
• 1:37
  not
• 1:37
  dead
• 1:37
  yet.
• 1:38
  Yeah,
• 1:38
  maybe
• 1:38
  Netflix.
• 1:39
  Maybe.
• 1:39
  Maybe
• 1:40
  Netflix
• 1:40
  gets
• 1:40
  into
• 1:40
  this
• 1:41
  party
• 1:41
  at
• 1:41
  some
• 1:41
  point,
• 1:41
  which
• 1:42
  would
• 1:42
  be
• 1:42
  kind
• 1:42
  of
• 1:42
  game
• 1:42
  changing
• 1:43
  if
• 1:43
  you
• 1:43
  could
• 1:43
  convince
• 1:43
  them
• 1:44
  to
• 1:44
  come
• 1:44
  in.
• 1:44
  But,
• 1:45
  you
• 1:46
  know,
• 1:46
  I
• 1:46
  think
• 1:48
  grabbing
• 1:48
  Disney
• 1:49
  was
• 1:49
  a
• 1:49
  great
• 1:49
  coup
• 1:50
  for
• 1:50
  Kroger,
• 1:51
  and
• 1:51
  people
• 1:51
  are
• 1:52
  gonna
• 1:52
  rue
• 1:52
  the
• 1:52
  day,
• 1:52
  I
• 1:52
  think,
• 1:53
  that
• 1:53
  they
• 1:53
  were
• 1:53
  able
• 1:53
  to
• 1:54
  get
• 1:54
  that
• 1:54
  potentially,
• 1:55
  given
• 1:55
  all
• 1:55
  the
• 1:56
  content
• 1:56
  Disney
• 1:56
  has
• 1:56
  under
• 1:57
  its
• 1:57
  umbrella.
• 1:58
  So
• 1:58
  I
• 1:58
  think
• 1:58
  this
• 1:59
  is
• 1:59
  big
• 1:59
  news,
• 1:59
  and
• 2:00
  it
• 2:00
  just
• 2:00
  shows
• 2:00
  you
• 2:00
  that
• 2:01
  the
• 2:02
  subscription
• 2:02
  battles
• 2:02
  are
• 2:02
  heating
• 2:03
  up.
• 2:03
  They're
• 2:03
  going
• 2:03
  to
• 2:03
  get
• 2:04
  more
• 2:04
  and
• 2:04
  more
• 2:04
  varied
• 2:04
  and
• 2:05
  more
• 2:05
  and
• 2:05
  more
• 2:05
  differentiating
• 2:06
  and
• 2:06
  more
• 2:06
  and
• 2:06
  more
• 2:06
  enticing.
• 2:07
  Yeah,
• 2:08
  I
• 2:08
  mean,
• 2:08
  I
• 2:08
  think
• 2:08
  the
• 2:08
  consumer
• 2:09
  wins.
• 2:09
  Yeah,
• 2:10
  agreed.
• 2:11
  We
• 2:11
  interviewed
• 2:12
  Vanessa
• 2:12
  Yates.
• 2:13
  She's
• 2:13
  the
• 2:13
  SVP
• 2:14
  of
• 2:14
  Walmart
• 2:14
  plus
• 2:15
  a
• 2:15
  couple
• 2:16
  days
• 2:16
  ago.
• 2:16
  And
• 2:17
  one
• 2:17
  of
• 2:17
  the
• 2:17
  things
• 2:17
  that
• 2:17
  I
• 2:17
  thought
• 2:18
  was
• 2:18
  most
• 2:19
  interesting
• 2:19
  about
• 2:19
  that
• 2:19
  conversation
• 2:20
  is
• 2:20
  when
• 2:20
  we
• 2:20
  talked
• 2:21
  about
• 2:21
  the
• 2:21
  future
• 2:22
  of
• 2:22
  the
• 2:22
  Walmart
• 2:23
  plus
• 2:23
  membership.
• 2:24
  One,
• 2:25
  how
• 2:25
  do
• 2:25
  you
• 2:25
  keep
• 2:25
  that
• 2:25
  price
• 2:26
  point
• 2:26
  at
• 2:26
  $98
• 2:27
  and
• 2:27
  not
• 2:27
  increase
• 2:28
  it
• 2:28
  yearly
• 2:28
  like
• 2:29
  we're
• 2:29
  seeing
• 2:29
  from
• 2:29
  Amazon
• 2:30
  and
• 2:30
  some
• 2:30
  of
• 2:30
  the
• 2:30
  others.
• 2:31
  And
• 2:31
  how
• 2:32
  do
• 2:32
  you
• 2:32
  get
• 2:33
  more
• 2:34
  products
• 2:34
  or
• 2:35
  more
• 2:35
  value
• 2:36
  for
• 2:36
  your
• 2:36
  consumers
• 2:37
  under
• 2:37
  that
• 2:38
  same
• 2:38
  umbrella?
• 2:39
  And
• 2:39
  one
• 2:39
  of
• 2:39
  the
• 2:40
  things
• 2:40
  that
• 2:40
  she
• 2:40
  talked
• 2:40
  about
• 2:41
  that
• 2:41
  I
• 2:41
  think
• 2:41
  will
• 2:41
  be
• 2:41
  really
• 2:42
  interesting,
• 2:42
  especially
• 2:43
  as
• 2:43
  more
• 2:43
  Gen
• 2:44
  Zers
• 2:44
  and
• 2:45
  Gen
• 2:45
  Alpha
• 2:46
  come
• 2:46
  into
• 2:47
  the
• 2:47
  subscription
• 2:48
  market.
• 2:50
  What
• 2:51
  else
• 2:51
  do
• 2:51
  they
• 2:51
  add
• 2:51
  to
• 2:52
  that?
• 2:52
  And
• 2:52
  when
• 2:52
  does
• 2:53
  hospitality
• 2:53
  start
• 2:54
  to
• 2:54
  come?
• 2:54
  And
• 2:54
  airlines
• 2:55
  like,
• 2:56
  you
• 2:56
  know,
• 2:56
  we
• 2:57
  know
• 2:57
  that
• 2:57
  that
• 2:57
  generation
• 2:58
  prioritizes
• 2:59
  experiences,
• 3:00
  so
• 3:00
  how
• 3:00
  do
• 3:01
  they
• 3:01
  bring
• 3:01
  more
• 3:01
  of
• 3:01
  that
• 3:02
  into
• 3:02
  this
• 3:02
  experience?
• 3:03
  Even
• 3:03
  healthcare
• 3:04
  and
• 3:04
  other
• 3:04
  things,
• 3:05
  too.
• 3:06
  So
• 3:06
  that's
• 3:07
  something
• 3:07
  that
• 3:07
  we'll
• 3:07
  be
• 3:07
  watching
• 3:08
  really
• 3:08
  closely
• 3:09
  and
• 3:09
  on
• 3:09
  one
• 3:09
  side
• 3:10
  of
• 3:10
  it,
• 3:10
  and
• 3:10
  then
• 3:10
  I
• 3:10
  think
• 3:10
  the
• 3:11
  other
• 3:11
  part
• 3:11
  is
• 3:12
  Christy
• 3:12
  Argyll
• 3:12
  on
• 3:13
  Albertsons
• 3:14
  media
• 3:14
  collective
• 3:14
  we
• 3:14
  talked
• 3:15
  to
• 3:15
  yesterday,
• 3:15
  too.
• 3:16
  And
• 3:16
  you
• 3:17
  think
• 3:17
  about
• 3:17
  the
• 3:17
  retail
• 3:17
  media
• 3:18
  side
• 3:18
  of
• 3:18
  it
• 3:18
  and
• 3:18
  the
• 3:19
  data
• 3:19
  sharing
• 3:19
  that's
• 3:19
  happening
• 3:20
  between
• 3:20
  these
• 3:20
  companies
• 3:21
  now,
• 3:21
  when
• 3:22
  you're
• 3:22
  connecting
• 3:23
  these
• 3:23
  programs
• 3:23
  and
• 3:24
  you
• 3:24
  have
• 3:24
  visibility
• 3:25
  not
• 3:25
  only
• 3:25
  to
• 3:26
  what
• 3:26
  the
• 3:26
  retail
• 3:27
  or
• 3:27
  what
• 3:27
  the
• 3:27
  customers
• 3:28
  are
• 3:28
  doing
• 3:28
  in
• 3:28
  a
• 3:28
  kroger,
• 3:29
  but
• 3:29
  what
• 3:30
  their
• 3:30
  behaviors
• 3:30
  are
• 3:31
  on
• 3:31
  Disney,
• 3:31
  on
• 3:32
  ESPN,
• 3:32
  on
• 3:33
  Hulu,
• 3:33
  and
• 3:33
  then
• 3:34
  what
• 3:34
  their,
• 3:34
  you
• 3:34
  know,
• 3:35
  down
• 3:35
  the
• 3:35
  road,
• 3:35
  what
• 3:35
  their
• 3:35
  extensions
• 3:36
  might
• 3:36
  be,
• 3:36
  where
• 3:36
  they
• 3:37
  like
• 3:37
  to
• 3:37
  vacation,
• 3:38
  what,
• 3:38
  you
• 3:38
  know,
• 3:39
  they.
• 3:39
  What
• 3:39
  spending
• 3:40
  they
• 3:40
  do
• 3:40
  on
• 3:40
  their
• 3:40
  credit
• 3:40
  cards,
• 3:41
  and
• 3:41
  help
• 3:41
  kind
• 3:41
  of
• 3:42
  further
• 3:42
  inform
• 3:43
  the
• 3:43
  full
• 3:43
  package
• 3:44
  of
• 3:44
  what
• 3:44
  that
• 3:45
  membership
• 3:45
  can
• 3:45
  offer
• 3:46
  them.
• 3:46
  Yep,
• 3:47
  100%
• 3:47
  agree.