Latest / Omni Talk Retail / Gamification in Grocery: Boosting Engagement With Caper Carts

Transcript

Gamification in Grocery: Boosting Engagement With Caper Carts · Omni Talk Retail

• 0:00
  Hello,
• 0:00
  everyone,
• 0:00
  this
• 0:00
  is
• 0:01
  Omnitalk
• 0:01
  Retail.
• 0:01
  I'm
• 0:02
  Chris
• 0:02
  Walton.
• 0:02
  And
• 0:02
  I'm
• 0:03
  Ann
• 0:03
  Mazinga.
• 0:03
  And
• 0:03
  we
• 0:03
  are
• 0:04
  here
• 0:04
  kicking
• 0:04
  off
• 0:04
  day
• 0:05
  two
• 0:05
  of
• 0:05
  grocery
• 0:05
  shop
• 0:06
  from
• 0:06
  the
• 0:06
  fusion
• 0:06
  group's
• 0:07
  booth,
• 0:07
  Booth
• 0:08
  a
• 0:08
  210.
• 0:09
  And
• 0:10
  Ann.
• 0:10
  Yes,
• 0:10
  standing
• 0:11
  between
• 0:11
  us
• 0:12
  is
• 0:12
  a
• 0:13
  man
• 0:13
  named
• 0:13
  David
• 0:14
  McIntosh,
• 0:14
  who
• 0:15
  happens
• 0:15
  to
• 0:15
  be
• 0:15
  the
• 0:16
  chief
• 0:16
  connected
• 0:17
  stores
• 0:17
  officer
• 0:17
  at
• 0:18
  Instacart.
• 0:18
  David,
• 0:19
  welcome
• 0:19
  to
• 0:19
  Omnitalk.
• 0:20
  Thank
• 0:20
  you
• 0:20
  for
• 0:20
  having
• 0:21
  me.
• 0:21
  Yeah,
• 0:21
  we're
• 0:21
  excited
• 0:22
  to
• 0:22
  have
• 0:22
  you.
• 0:23
  There's
• 0:23
  been
• 0:23
  a
• 0:24
  lot
• 0:24
  of
• 0:24
  Instacart
• 0:24
  announcements,
• 0:25
  I
• 0:25
  feel
• 0:25
  like
• 0:25
  since
• 0:26
  we
• 0:26
  stepped
• 0:26
  foot
• 0:27
  in
• 0:27
  Las
• 0:27
  Vegas
• 0:28
  especially,
• 0:29
  but
• 0:29
  I'd
• 0:30
  love
• 0:30
  to
• 0:30
  start
• 0:30
  by
• 0:30
  just
• 0:30
  giving
• 0:31
  the
• 0:31
  audience
• 0:31
  a
• 0:31
  little
• 0:31
  bit
• 0:31
  of
• 0:32
  your
• 0:32
  role
• 0:33
  and
• 0:33
  what
• 0:33
  chief
• 0:34
  connected
• 0:34
  stores
• 0:34
  officer
• 0:35
  means.
• 0:36
  Exactly
• 0:36
  what
• 0:36
  are
• 0:36
  you
• 0:36
  doing
• 0:37
  in
• 0:37
  your
• 0:37
  day
• 0:37
  to
• 0:37
  day
• 0:38
  and
• 0:38
  a
• 0:39
  little
• 0:39
  bit
• 0:39
  about
• 0:39
  your
• 0:39
  background.
• 0:40
  Yeah,
• 0:40
  happy
• 0:41
  to
• 0:41
  share.
• 0:41
  So
• 0:42
  connected
• 0:42
  store
• 0:42
  at
• 0:42
  Instacart
• 0:43
  is
• 0:43
  a
• 0:43
  full
• 0:43
  suite
• 0:44
  of
• 0:44
  solutions
• 0:44
  that
• 0:45
  we
• 0:45
  have
• 0:45
  to
• 0:45
  really
• 0:46
  bring
• 0:46
  retailers
• 0:46
  online
• 0:47
  and
• 0:47
  digitize
• 0:47
  their
• 0:48
  business.
• 0:48
  And
• 0:49
  the
• 0:49
  inspiration
• 0:50
  for
• 0:50
  connected
• 0:50
  store
• 0:51
  really
• 0:51
  came
• 0:51
  at
• 0:52
  the
• 0:52
  center
• 0:52
  of
• 0:52
  two
• 0:52
  insights.
• 0:53
  Okay,
• 0:53
  so
• 0:54
  one,
• 0:54
  a
• 0:55
  lot
• 0:55
  of
• 0:55
  our
• 0:55
  users,
• 0:56
  our
• 0:56
  customers
• 0:56
  online
• 0:57
  were
• 0:57
  saying,
• 0:57
  hey,
• 0:57
  Instacart,
• 0:58
  I
• 0:59
  love
• 0:59
  the
• 0:59
  convenience
• 0:59
  and
• 1:00
  the
• 1:00
  personalization
• 1:00
  of
• 1:01
  delivery,
• 1:01
  but
• 1:02
  I
• 1:02
  also
• 1:02
  shop
• 1:02
  in
• 1:02
  store.
• 1:03
  Yeah,
• 1:03
  can
• 1:03
  you
• 1:03
  Instacart,
• 1:04
  help
• 1:04
  me
• 1:05
  take
• 1:05
  what
• 1:05
  I
• 1:05
  love
• 1:05
  about
• 1:06
  online
• 1:06
  and
• 1:06
  bring
• 1:06
  it
• 1:06
  in
• 1:07
  the
• 1:07
  store?
• 1:07
  And
• 1:08
  then
• 1:08
  our
• 1:08
  retailer
• 1:08
  partners
• 1:09
  were
• 1:09
  also
• 1:09
  coming
• 1:10
  to
• 1:10
  us
• 1:10
  saying,
• 1:10
  hey,
• 1:10
  Instacart,
• 1:11
  you've
• 1:11
  helped
• 1:11
  me,
• 1:11
  bring
• 1:12
  me
• 1:12
  online.
• 1:12
  So
• 1:13
  if
• 1:13
  you
• 1:13
  look
• 1:13
  at
• 1:13
  the
• 1:13
  Instacart
• 1:14
  business,
• 1:14
  we
• 1:15
  not
• 1:15
  only
• 1:15
  operate
• 1:15
  a
• 1:15
  marketplace,
• 1:16
  but
• 1:16
  operate
• 1:17
  products
• 1:17
  like
• 1:17
  Storefront
• 1:18
  Pro
• 1:18
  and
• 1:19
  connect
• 1:19
  that
• 1:20
  help
• 1:20
  retailers
• 1:20
  like
• 1:21
  Sprouts
• 1:21
  and
• 1:21
  Wegmans
• 1:22
  and
• 1:22
  Costco
• 1:23
  bring
• 1:23
  their
• 1:23
  businesses
• 1:24
  online.
• 1:25
  And
• 1:25
  so
• 1:25
  a
• 1:25
  lot
• 1:25
  of
• 1:25
  our
• 1:25
  retailer
• 1:26
  partners
• 1:26
  have
• 1:26
  very
• 1:27
  deep
• 1:27
  relationships
• 1:28
  with
• 1:28
  us
• 1:28
  and
• 1:28
  we're
• 1:28
  saying,
• 1:29
  look,
• 1:29
  Instacart,
• 1:30
  you've
• 1:30
  brought
• 1:30
  my
• 1:30
  business
• 1:30
  online.
• 1:31
  Can
• 1:32
  you
• 1:32
  help
• 1:32
  me
• 1:32
  digitize
• 1:32
  my
• 1:33
  store?
• 1:34
  How
• 1:34
  can
• 1:34
  I
• 1:34
  drive
• 1:35
  higher
• 1:35
  penetration
• 1:35
  of
• 1:35
  my
• 1:36
  loyalty
• 1:36
  programs
• 1:37
  in
• 1:37
  store?
• 1:37
  How
• 1:37
  can
• 1:38
  I
• 1:38
  digitize
• 1:38
  my
• 1:39
  customer
• 1:39
  bases
• 1:39
  in
• 1:39
  store?
• 1:40
  How
• 1:40
  can
• 1:40
  I
• 1:40
  unlock
• 1:41
  new
• 1:41
  revenue
• 1:41
  streams
• 1:42
  on
• 1:42
  store
• 1:42
  in
• 1:42
  store?
• 1:42
  And
• 1:42
  so
• 1:43
  connected
• 1:43
  store
• 1:44
  really
• 1:44
  sits
• 1:44
  at
• 1:44
  the
• 1:44
  intersection
• 1:45
  of
• 1:45
  both
• 1:45
  those
• 1:46
  consumer
• 1:46
  insights
• 1:47
  and
• 1:47
  those
• 1:47
  retailer
• 1:47
  insights.
• 1:48
  And
• 1:49
  we
• 1:49
  operate
• 1:49
  a
• 1:49
  full
• 1:49
  suite
• 1:50
  of
• 1:50
  technology.
• 1:50
  So
• 1:51
  caper,
• 1:51
  which
• 1:51
  I
• 1:51
  just
• 1:52
  showed,
• 1:53
  demo
• 1:54
  AI
• 1:54
  powered
• 1:54
  smart
• 1:55
  cart
• 1:55
  foodstorm,
• 1:56
  which
• 1:56
  digitizes
• 1:57
  the
• 1:57
  deli.
• 1:57
  We
• 1:57
  have
• 1:58
  a
• 1:58
  product
• 1:58
  called
• 1:59
  carrot
• 1:59
  tags,
• 1:59
  which
• 2:00
  is
• 2:00
  actually
• 2:00
  a
• 2:00
  software
• 2:01
  layer
• 2:01
  on
• 2:01
  top
• 2:01
  of
• 2:02
  electronic
• 2:02
  shelf
• 2:02
  labels
• 2:03
  like
• 2:03
  fusions.
• 2:05
  We
• 2:05
  have
• 2:06
  in
• 2:06
  store
• 2:06
  mode,
• 2:07
  which
• 2:07
  helps
• 2:07
  people
• 2:07
  plan
• 2:08
  a
• 2:08
  trip
• 2:08
  to
• 2:09
  the
• 2:09
  store
• 2:09
  and
• 2:09
  a
• 2:10
  variety
• 2:10
  of
• 2:10
  other
• 2:10
  technologies
• 2:11
  that
• 2:11
  digitize
• 2:11
  the
• 2:11
  store.
• 2:12
  So,
• 2:12
  David,
• 2:13
  I'm
• 2:13
  curious,
• 2:13
  so
• 2:13
  are
• 2:13
  you
• 2:13
  kind
• 2:13
  of
• 2:13
  a
• 2:14
  one
• 2:14
  of
• 2:15
  one,
• 2:15
  like
• 2:15
  a
• 2:16
  connected
• 2:16
  stores
• 2:16
  officer?
• 2:17
  Like,
• 2:17
  I
• 2:18
  don't
• 2:18
  know
• 2:18
  of
• 2:18
  that
• 2:18
  title
• 2:19
  anywhere
• 2:19
  else?
• 2:19
  Are
• 2:19
  you
• 2:19
  the
• 2:19
  only
• 2:20
  one
• 2:20
  that
• 2:20
  has
• 2:20
  that
• 2:20
  title?
• 2:21
  Good
• 2:21
  question.
• 2:22
  In
• 2:22
  the
• 2:23
  industry
• 2:23
  here
• 2:23
  at
• 2:23
  grocery
• 2:23
  shop,
• 2:24
  you
• 2:24
  very
• 2:24
  well
• 2:24
  might
• 2:25
  be
• 2:25
  right.
• 2:26
  Yeah,
• 2:26
  perhaps.
• 2:26
  I
• 2:26
  mean,
• 2:27
  I
• 2:27
  think
• 2:27
  Instacart
• 2:28
  is
• 2:29
  unique
• 2:29
  in
• 2:29
  that
• 2:30
  it
• 2:30
  both
• 2:30
  has
• 2:30
  a
• 2:31
  scaled
• 2:32
  online
• 2:33
  business.
• 2:33
  Right.
• 2:34
  And
• 2:34
  is
• 2:34
  investing
• 2:34
  in
• 2:35
  store
• 2:35
  and
• 2:35
  really
• 2:35
  bridging
• 2:36
  the
• 2:36
  two
• 2:36
  together.
• 2:36
  And
• 2:37
  that
• 2:37
  was
• 2:37
  sort
• 2:37
  of
• 2:37
  another
• 2:37
  thesis
• 2:38
  of
• 2:38
  connected
• 2:38
  store,
• 2:39
  which
• 2:39
  is,
• 2:39
  how
• 2:39
  do
• 2:40
  you
• 2:40
  unify
• 2:40
  the
• 2:40
  experience?
• 2:41
  Right.
• 2:41
  And
• 2:41
  so
• 2:41
  our
• 2:41
  vision
• 2:42
  is
• 2:42
  really
• 2:42
  on
• 2:42
  a
• 2:43
  five
• 2:43
  year
• 2:43
  horizon.
• 2:44
  Customers
• 2:44
  don't
• 2:44
  have
• 2:44
  to
• 2:45
  choose
• 2:45
  between
• 2:45
  shopping
• 2:46
  in
• 2:46
  store
• 2:46
  online.
• 2:47
  It's
• 2:47
  one
• 2:47
  unified
• 2:48
  mode
• 2:48
  powered
• 2:49
  by
• 2:49
  Instacart.
• 2:49
  It's
• 2:49
  kind
• 2:50
  of
• 2:50
  been
• 2:50
  one
• 2:50
  of
• 2:50
  the
• 2:50
  key
• 2:50
  themes
• 2:51
  of
• 2:51
  this
• 2:51
  conference
• 2:51
  already,
• 2:52
  too.
• 2:52
  So
• 2:52
  I'm
• 2:53
  curious.
• 2:53
  So
• 2:53
  as
• 2:53
  you
• 2:53
  think,
• 2:53
  because
• 2:54
  as
• 2:54
  you
• 2:54
  think
• 2:54
  of
• 2:54
  that,
• 2:54
  I
• 2:55
  mean,
• 2:55
  you're
• 2:55
  kind
• 2:55
  of
• 2:55
  blazing
• 2:55
  new
• 2:56
  trails
• 2:56
  in
• 2:56
  a
• 2:56
  lot
• 2:56
  of
• 2:56
  ways
• 2:57
  here
• 2:57
  for
• 2:57
  the
• 2:57
  industry,
• 2:58
  and
• 2:58
  you
• 2:59
  mentioned
• 2:59
  some
• 2:59
  of
• 2:59
  the
• 3:00
  solutions
• 3:00
  that
• 3:00
  you're
• 3:00
  providing
• 3:01
  to
• 3:01
  the
• 3:01
  grocers,
• 3:02
  and
• 3:02
  we
• 3:03
  want
• 3:03
  to
• 3:03
  talk
• 3:03
  about
• 3:03
  those
• 3:03
  more,
• 3:03
  too.
• 3:04
  But
• 3:04
  as
• 3:04
  you
• 3:04
  step
• 3:05
  back
• 3:05
  from
• 3:05
  it,
• 3:05
  take
• 3:05
  a
• 3:05
  30,000
• 3:06
  foot
• 3:06
  view
• 3:06
  for
• 3:06
  our
• 3:07
  audience.
• 3:07
  What
• 3:07
  are
• 3:08
  some
• 3:08
  of
• 3:08
  the
• 3:09
  areas
• 3:10
  of
• 3:10
  impact
• 3:10
  that
• 3:11
  you
• 3:11
  think
• 3:11
  are
• 3:11
  most
• 3:11
  important
• 3:12
  to
• 3:12
  create
• 3:13
  that
• 3:13
  connected
• 3:13
  store
• 3:13
  of
• 3:14
  the
• 3:14
  future?
• 3:15
  Yeah,
• 3:15
  a
• 3:15
  couple
• 3:16
  things,
• 3:16
  I
• 3:16
  think.
• 3:16
  One
• 3:17
  from
• 3:17
  our
• 3:17
  perspective
• 3:18
  is
• 3:18
  it
• 3:18
  starts
• 3:19
  with
• 3:19
  a
• 3:20
  screen
• 3:20
  that's
• 3:21
  digitally
• 3:21
  enabled.
• 3:22
  Okay?
• 3:22
  If
• 3:22
  you've
• 3:22
  got
• 3:22
  a
• 3:23
  screen
• 3:23
  in
• 3:23
  front
• 3:23
  of
• 3:23
  a
• 3:23
  customer
• 3:24
  that
• 3:24
  they're
• 3:25
  engaged
• 3:25
  with,
• 3:25
  that's
• 3:25
  where
• 3:26
  you
• 3:26
  can
• 3:26
  start
• 3:26
  to
• 3:26
  deliver
• 3:26
  these
• 3:27
  moments
• 3:27
  of
• 3:27
  delight.
• 3:28
  Okay?
• 3:28
  So
• 3:28
  our
• 3:28
  announcement,
• 3:29
  that's
• 3:29
  a
• 3:29
  necessary
• 3:29
  condition.
• 3:30
  The
• 3:30
  screen.
• 3:30
  You
• 3:30
  need.
• 3:31
  You
• 3:31
  need
• 3:31
  the
• 3:31
  screen.
• 3:31
  Okay.
• 3:32
  And
• 3:32
  then
• 3:32
  second,
• 3:32
  from
• 3:33
  our
• 3:33
  perspective,
• 3:34
  you
• 3:34
  need
• 3:34
  sensors.
• 3:35
  So
• 3:35
  if
• 3:35
  you
• 3:35
  think
• 3:35
  about
• 3:35
  the
• 3:36
  caper
• 3:36
  cart,
• 3:36
  there's
• 3:37
  not
• 3:37
  only
• 3:38
  camera
• 3:38
  sensors
• 3:38
  on
• 3:38
  the
• 3:39
  cart
• 3:39
  that
• 3:39
  sense
• 3:39
  what
• 3:39
  you're
• 3:40
  putting
• 3:40
  into
• 3:40
  the
• 3:40
  cart,
• 3:41
  but
• 3:41
  there's
• 3:41
  also
• 3:42
  a
• 3:42
  digital
• 3:43
  scale,
• 3:43
  a
• 3:43
  way
• 3:43
  to
• 3:44
  measure
• 3:44
  certified
• 3:44
  sensor.
• 3:45
  There's
• 3:45
  a
• 3:45
  location
• 3:46
  sensor.
• 3:46
  And
• 3:46
  so,
• 3:46
  really,
• 3:47
  our
• 3:47
  thesis
• 3:47
  is
• 3:48
  it's
• 3:48
  the
• 3:48
  combination
• 3:49
  of
• 3:49
  these
• 3:50
  sensors
• 3:50
  combined
• 3:51
  with
• 3:51
  the
• 3:51
  screen
• 3:52
  that
• 3:52
  allows
• 3:53
  you
• 3:53
  to
• 3:53
  unlock
• 3:53
  these
• 3:54
  new
• 3:54
  experiences
• 3:54
  in
• 3:54
  the
• 3:55
  store
• 3:55
  that
• 3:55
  are
• 3:55
  incremental
• 3:56
  to
• 3:56
  cpgs,
• 3:57
  to
• 3:57
  retailers,
• 3:58
  and
• 3:58
  to
• 3:58
  consumers.
• 3:58
  Well
• 3:59
  said.
• 3:59
  That's.
• 3:59
  Well
• 3:59
  said.
• 4:00
  And
• 4:00
  let's
• 4:00
  dive
• 4:01
  into
• 4:01
  the
• 4:01
  capercare
• 4:02
  a
• 4:02
  little
• 4:02
  bit
• 4:02
  more,
• 4:02
  because
• 4:03
  as
• 4:03
  I
• 4:03
  alluded
• 4:03
  to
• 4:04
  earlier,
• 4:04
  you
• 4:05
  announced
• 4:05
  gamification
• 4:06
  happening
• 4:06
  on
• 4:07
  these
• 4:07
  cards,
• 4:07
  but
• 4:08
  let's
• 4:08
  talk
• 4:08
  about
• 4:08
  kind
• 4:09
  of
• 4:09
  everything
• 4:10
  that's
• 4:10
  possible
• 4:11
  now
• 4:11
  with
• 4:12
  the
• 4:12
  caper
• 4:12
  card,
• 4:13
  if
• 4:13
  you
• 4:13
  don't
• 4:13
  mind.
• 4:14
  Yeah,
• 4:14
  yeah.
• 4:14
  Happy
• 4:14
  to.
• 4:15
  Excited
• 4:15
  for
• 4:15
  the
• 4:15
  announcement
• 4:16
  that
• 4:17
  we
• 4:17
  have,
• 4:18
  and
• 4:18
  it
• 4:18
  really
• 4:18
  leans
• 4:18
  into
• 4:19
  existing
• 4:19
  behavior
• 4:19
  we
• 4:20
  were
• 4:20
  seeing.
• 4:20
  When
• 4:20
  I
• 4:20
  went
• 4:20
  to
• 4:21
  users
• 4:21
  in
• 4:21
  the
• 4:21
  store,
• 4:21
  I
• 4:22
  was
• 4:22
  telling
• 4:22
  this
• 4:22
  to
• 4:22
  Chris
• 4:23
  earlier,
• 4:23
  and
• 4:24
  I
• 4:24
  asked
• 4:24
  them
• 4:25
  why
• 4:25
  are
• 4:25
  you
• 4:25
  using
• 4:26
  kpop?
• 4:26
  I
• 4:27
  think
• 4:27
  there's
• 4:27
  a
• 4:27
  little
• 4:27
  bit
• 4:27
  of
• 4:27
  a
• 4:28
  misconception
• 4:28
  that
• 4:28
  it's
• 4:29
  all
• 4:29
  about
• 4:29
  skip
• 4:29
  the
• 4:30
  line.
• 4:30
  It's
• 4:30
  all
• 4:30
  about
• 4:30
  fast
• 4:31
  tracking
• 4:31
  users.
• 4:31
  You
• 4:31
  mean
• 4:32
  the
• 4:32
  consumers
• 4:32
  shopping
• 4:33
  with
• 4:33
  the
• 4:33
  cards?
• 4:33
  Exactly.
• 4:34
  Okay.
• 4:34
  Consumers
• 4:35
  shopping
• 4:35
  with
• 4:35
  caper.
• 4:36
  And
• 4:37
  when
• 4:38
  I
• 4:38
  talk
• 4:38
  to
• 4:38
  users,
• 4:39
  they're
• 4:39
  saying,
• 4:40
  hey,
• 4:40
  I
• 4:40
  love
• 4:40
  the
• 4:40
  ability
• 4:41
  to
• 4:41
  track
• 4:41
  my
• 4:41
  total.
• 4:42
  Okay,
• 4:42
  I
• 4:43
  want
• 4:43
  to.
• 4:43
  Caper
• 4:44
  helps
• 4:44
  me
• 4:44
  save
• 4:44
  money,
• 4:45
  the
• 4:45
  running
• 4:45
  total,
• 4:46
  the
• 4:46
  coupons,
• 4:47
  the
• 4:47
  discounts.
• 4:47
  And
• 4:47
  of
• 4:47
  course,
• 4:48
  customers
• 4:48
  like
• 4:49
  bag
• 4:49
  as
• 4:49
  you
• 4:49
  go.
• 4:49
  They
• 4:50
  like
• 4:50
  the
• 4:50
  seamlessness,
• 4:51
  but
• 4:51
  it's
• 4:51
  really
• 4:52
  capabilities
• 4:52
  rooted
• 4:53
  in
• 4:53
  the
• 4:53
  screen.
• 4:54
  And
• 4:54
  when
• 4:54
  I
• 4:54
  observed
• 4:55
  customers
• 4:55
  using
• 4:55
  Capr,
• 4:56
  I
• 4:56
  often
• 4:56
  saw
• 4:57
  kids
• 4:58
  drag
• 4:58
  their
• 4:59
  parents
• 4:59
  to
• 4:59
  the
• 4:59
  cart
• 5:00
  and
• 5:00
  say,
• 5:00
  let
• 5:01
  me
• 5:01
  scan.
• 5:02
  And
• 5:02
  so
• 5:02
  what
• 5:02
  we
• 5:02
  saw
• 5:03
  is
• 5:03
  that
• 5:03
  caper
• 5:03
  was
• 5:04
  really
• 5:04
  becoming
• 5:04
  an
• 5:04
  adventure
• 5:05
  for
• 5:05
  families
• 5:06
  and
• 5:06
  couples
• 5:06
  shopping.
• 5:07
  Their
• 5:07
  words,
• 5:07
  not
• 5:07
  mine,
• 5:08
  by
• 5:08
  the
• 5:08
  way,
• 5:08
  the
• 5:09
  word
• 5:09
  adventure.
• 5:10
  And
• 5:10
  so
• 5:10
  with
• 5:10
  the
• 5:10
  announcement
• 5:11
  around
• 5:11
  gamification,
• 5:12
  we're
• 5:12
  really
• 5:13
  leaning
• 5:13
  into
• 5:13
  that
• 5:13
  core
• 5:14
  customer
• 5:14
  behavior,
• 5:15
  and
• 5:15
  we're
• 5:16
  enabling
• 5:16
  things
• 5:17
  like
• 5:17
  streaks,
• 5:18
  which
• 5:18
  are
• 5:18
  sort
• 5:18
  of
• 5:19
  allowing
• 5:19
  retailers
• 5:20
  and
• 5:20
  cpgs
• 5:20
  to
• 5:21
  reward
• 5:21
  certain
• 5:21
  behaviors
• 5:22
  in
• 5:22
  the
• 5:22
  store.
• 5:23
  Most
• 5:23
  like
• 5:23
  little
• 5:23
  mini
• 5:23
  games
• 5:24
  that
• 5:24
  customers
• 5:24
  can
• 5:25
  do.
• 5:25
  We
• 5:25
  have
• 5:25
  capabilities
• 5:26
  like
• 5:26
  spin
• 5:26
  to
• 5:26
  win,
• 5:27
  which
• 5:27
  I
• 5:27
  think
• 5:27
  you
• 5:27
  used,
• 5:27
  Chris,
• 5:28
  earlier.
• 5:28
  You
• 5:28
  can
• 5:28
  actually
• 5:29
  spin
• 5:29
  a
• 5:29
  spinner.
• 5:30
  Right.
• 5:30
  And
• 5:30
  it's
• 5:30
  things
• 5:30
  like
• 5:31
  that
• 5:31
  that
• 5:31
  really
• 5:31
  lean
• 5:32
  into
• 5:32
  making
• 5:33
  the
• 5:33
  grocery
• 5:33
  experience
• 5:34
  more
• 5:35
  delightful,
• 5:35
  more
• 5:36
  fun,
• 5:36
  while
• 5:37
  also
• 5:38
  driving
• 5:39
  incremental
• 5:39
  value
• 5:39
  to
• 5:39
  cpgs,
• 5:40
  because
• 5:40
  they
• 5:40
  can
• 5:41
  sort
• 5:41
  of
• 5:41
  shake
• 5:41
  customers
• 5:42
  out
• 5:42
  of
• 5:42
  autopilot
• 5:43
  and
• 5:43
  participate
• 5:43
  in
• 5:43
  this
• 5:44
  ecosystem
• 5:44
  and
• 5:44
  offer
• 5:45
  new
• 5:45
  rewards
• 5:45
  to
• 5:45
  customers.
• 5:46
  Yeah,
• 5:46
  David,
• 5:47
  I
• 5:47
  know
• 5:47
  it's
• 5:47
  great
• 5:48
  for
• 5:48
  the.
• 5:49
  The
• 5:50
  retailers,
• 5:51
  the
• 5:51
  grocers
• 5:51
  who
• 5:52
  are
• 5:52
  using
• 5:52
  these
• 5:52
  cards.
• 5:53
  I
• 5:53
  have
• 5:53
  one
• 5:54
  question
• 5:54
  specifically
• 5:55
  around,
• 5:55
  like,
• 5:56
  the
• 5:56
  hurdle
• 5:56
  of
• 5:56
  getting
• 5:57
  people
• 5:57
  to
• 5:57
  use
• 5:58
  them
• 5:58
  for
• 5:58
  the
• 5:58
  first
• 5:58
  time.
• 5:59
  But
• 6:00
  what
• 6:00
  we've
• 6:00
  heard
• 6:00
  from
• 6:01
  retailers
• 6:01
  who
• 6:01
  we've
• 6:02
  interviewed
• 6:02
  who
• 6:02
  are
• 6:02
  using
• 6:03
  them
• 6:03
  in
• 6:03
  store
• 6:03
  now
• 6:03
  is
• 6:03
  that
• 6:04
  once
• 6:04
  people
• 6:04
  use
• 6:05
  them,
• 6:05
  they
• 6:05
  love
• 6:06
  them
• 6:06
  and
• 6:06
  they
• 6:06
  only
• 6:06
  want
• 6:06
  to
• 6:07
  use
• 6:07
  them.
• 6:07
  How
• 6:07
  do
• 6:08
  you
• 6:08
  think
• 6:08
  about
• 6:08
  talking
• 6:09
  to
• 6:09
  your
• 6:09
  retail
• 6:09
  partners
• 6:10
  about
• 6:10
  how
• 6:10
  to
• 6:10
  get
• 6:11
  people,
• 6:11
  their
• 6:11
  customers
• 6:12
  over
• 6:12
  that
• 6:12
  initial
• 6:13
  hurdle
• 6:13
  of
• 6:13
  doing
• 6:13
  that?
• 6:13
  And
• 6:14
  is
• 6:14
  gamification
• 6:14
  in
• 6:14
  a
• 6:15
  way
• 6:15
  that
• 6:15
  you
• 6:15
  think
• 6:15
  is
• 6:15
  going
• 6:15
  to
• 6:15
  help
• 6:16
  them
• 6:16
  do
• 6:16
  that?
• 6:17
  Absolutely.
• 6:17
  A
• 6:17
  great
• 6:17
  question.
• 6:18
  100%.
• 6:19
  Gamification
• 6:19
  is
• 6:19
  part
• 6:20
  of
• 6:20
  the
• 6:20
  formula.
• 6:20
  Okay.
• 6:21
  I
• 6:21
  will
• 6:21
  tell
• 6:21
  you
• 6:21
  that
• 6:21
  what
• 6:22
  we're
• 6:22
  also
• 6:22
  seeing,
• 6:23
  I
• 6:23
  shared
• 6:23
  this
• 6:23
  data
• 6:24
  point
• 6:24
  with,
• 6:24
  with
• 6:24
  Chris
• 6:25
  earlier.
• 6:25
  We
• 6:26
  announced
• 6:26
  in
• 6:26
  prior
• 6:27
  earnings
• 6:27
  that
• 6:28
  within
• 6:28
  the
• 6:28
  first
• 6:29
  couple
• 6:29
  weeks
• 6:29
  of
• 6:29
  launch,
• 6:29
  we
• 6:30
  saw,
• 6:30
  you
• 6:30
  know,
• 6:30
  on
• 6:31
  a
• 6:31
  peak
• 6:31
  day,
• 6:31
  10%
• 6:32
  of
• 6:33
  in
• 6:33
  store
• 6:34
  dollar
• 6:34
  volume
• 6:34
  through
• 6:35
  flow
• 6:35
  through
• 6:35
  these.
• 6:36
  These
• 6:36
  ten
• 6:36
  caper
• 6:36
  carts
• 6:37
  we
• 6:37
  had
• 6:37
  in
• 6:37
  the
• 6:37
  store
• 6:37
  out
• 6:38
  of
• 6:38
  hundreds
• 6:38
  of
• 6:38
  carts.
• 6:38
  So
• 6:38
  we
• 6:38
  are
• 6:39
  seeing
• 6:39
  that
• 6:39
  natural
• 6:40
  consumer
• 6:40
  adoption.
• 6:41
  I
• 6:41
  think
• 6:41
  there's
• 6:41
  a
• 6:42
  couple
• 6:42
  of
• 6:42
  things
• 6:42
  that
• 6:42
  are
• 6:42
  critical
• 6:43
  so
• 6:43
  one
• 6:44
  is,
• 6:44
  it
• 6:44
  sounds
• 6:45
  obvious,
• 6:45
  but
• 6:45
  the
• 6:46
  carts
• 6:46
  have
• 6:46
  to
• 6:46
  be
• 6:46
  available
• 6:47
  and
• 6:47
  charged.
• 6:48
  And
• 6:49
  so
• 6:49
  things
• 6:49
  that
• 6:49
  we've
• 6:49
  built,
• 6:50
  like
• 6:50
  stackable
• 6:50
  charging,
• 6:51
  where
• 6:51
  the
• 6:51
  carts
• 6:52
  just
• 6:52
  nest
• 6:53
  into
• 6:53
  each
• 6:53
  other
• 6:53
  to
• 6:53
  charge,
• 6:54
  seem
• 6:54
  subtle,
• 6:55
  but
• 6:55
  are
• 6:55
  a
• 6:56
  big
• 6:56
  deal,
• 6:56
  because
• 6:56
  if
• 6:56
  you
• 6:56
  don't
• 6:57
  have
• 6:57
  that,
• 6:57
  then
• 6:58
  staff
• 6:58
  have
• 6:58
  to
• 6:58
  plug
• 6:59
  in
• 6:59
  each,
• 6:59
  chart,
• 7:00
  each
• 7:00
  cart
• 7:00
  individually,
• 7:01
  which
• 7:01
  becomes
• 7:02
  a
• 7:02
  huge
• 7:02
  burden.
• 7:03
  Inevitably,
• 7:03
  people
• 7:03
  forget
• 7:04
  to
• 7:04
  do
• 7:04
  it.
• 7:04
  And
• 7:05
  so
• 7:05
  things
• 7:05
  like
• 7:05
  that
• 7:06
  stackable
• 7:06
  charging
• 7:06
  functionality
• 7:07
  make
• 7:07
  sure
• 7:07
  they're
• 7:08
  consistently
• 7:08
  available
• 7:08
  for
• 7:09
  customers,
• 7:09
  which
• 7:10
  sort
• 7:10
  of
• 7:10
  sits
• 7:10
  at
• 7:10
  the
• 7:10
  very
• 7:11
  base
• 7:11
  of
• 7:11
  the
• 7:11
  pyramid.
• 7:11
  You
• 7:12
  need
• 7:12
  them
• 7:12
  to
• 7:12
  be
• 7:12
  consistently
• 7:13
  available
• 7:13
  for
• 7:13
  customers
• 7:14
  to
• 7:14
  use
• 7:14
  it.
• 7:15
  Another
• 7:15
  element
• 7:16
  is
• 7:16
  the
• 7:16
  carts
• 7:17
  have
• 7:17
  to
• 7:17
  be
• 7:17
  in
• 7:18
  the
• 7:18
  same
• 7:18
  areas,
• 7:18
  the
• 7:18
  traditional
• 7:18
  carts.
• 7:19
  Again,
• 7:19
  it
• 7:20
  sounds
• 7:20
  obvious,
• 7:20
  but
• 7:20
  it's
• 7:21
  one
• 7:21
  of
• 7:21
  those
• 7:21
  things
• 7:21
  where
• 7:22
  when
• 7:22
  customers
• 7:22
  see
• 7:22
  it,
• 7:23
  it
• 7:23
  can't
• 7:23
  be
• 7:24
  in
• 7:24
  a
• 7:24
  back
• 7:24
  room
• 7:25
  somewhere
• 7:25
  that
• 7:25
  they
• 7:25
  have
• 7:25
  to
• 7:25
  drag.
• 7:26
  They
• 7:26
  have
• 7:26
  to
• 7:26
  be
• 7:26
  next
• 7:27
  to
• 7:27
  the
• 7:27
  traditional
• 7:27
  carts.
• 7:28
  And
• 7:28
  so
• 7:28
  things,
• 7:28
  again,
• 7:28
  like
• 7:29
  the
• 7:29
  stackable
• 7:29
  charging,
• 7:30
  the
• 7:30
  fixed
• 7:30
  charger.
• 7:30
  You
• 7:31
  made
• 7:31
  this
• 7:31
  observation
• 7:31
  earlier,
• 7:31
  Kristen.
• 7:33
  If
• 7:33
  they
• 7:33
  don't
• 7:34
  stack
• 7:34
  into
• 7:34
  each
• 7:34
  other,
• 7:34
  where
• 7:34
  do
• 7:35
  you
• 7:35
  put
• 7:35
  them?
• 7:35
  You
• 7:36
  can't.
• 7:36
  Yeah,
• 7:36
  right.
• 7:37
  You
• 7:37
  have
• 7:37
  to
• 7:37
  think
• 7:37
  about
• 7:37
  that.
• 7:38
  They
• 7:38
  have
• 7:38
  to
• 7:38
  fit
• 7:38
  into
• 7:38
  the
• 7:39
  retailer
• 7:39
  mind.
• 7:40
  And
• 7:40
  then
• 7:40
  to
• 7:40
  your
• 7:40
  point,
• 7:41
  what
• 7:41
  we're
• 7:41
  already
• 7:41
  seeing
• 7:42
  is
• 7:43
  customers
• 7:43
  love
• 7:44
  the
• 7:44
  gamification
• 7:45
  capabilities,
• 7:46
  the
• 7:46
  value
• 7:46
  capabilities.
• 7:47
  We
• 7:47
  hear
• 7:47
  from
• 7:48
  customers
• 7:48
  that
• 7:49
  a
• 7:49
  friend
• 7:49
  told
• 7:49
  them
• 7:50
  about
• 7:50
  the
• 7:50
  fact
• 7:50
  that
• 7:51
  they
• 7:51
  can
• 7:52
  do
• 7:52
  spin
• 7:52
  to
• 7:52
  win
• 7:52
  in
• 7:52
  a
• 7:52
  store,
• 7:53
  that
• 7:53
  they
• 7:53
  can
• 7:53
  play
• 7:54
  these
• 7:54
  gamification
• 7:54
  capabilities
• 7:55
  in
• 7:55
  the
• 7:55
  store.
• 7:55
  And
• 7:55
  so
• 7:56
  you
• 7:56
  sort
• 7:56
  of
• 7:56
  see
• 7:56
  caper
• 7:57
  go
• 7:57
  viral
• 7:57
  within
• 7:58
  a
• 7:58
  community
• 7:58
  in
• 7:58
  some
• 7:59
  cases.
• 7:59
  When
• 7:59
  we
• 7:59
  launch,
• 8:00
  we've
• 8:00
  even
• 8:00
  seen
• 8:00
  a
• 8:00
  line
• 8:01
  to
• 8:01
  use
• 8:01
  the
• 8:01
  caper
• 8:02
  carts
• 8:02
  in
• 8:02
  the
• 8:02
  store
• 8:03
  right
• 8:03
  after
• 8:03
  launch.
• 8:04
  And
• 8:04
  so
• 8:04
  there
• 8:04
  is
• 8:05
  that
• 8:05
  consumer
• 8:05
  pull
• 8:06
  that
• 8:07
  we're
• 8:07
  seeing
• 8:07
  in
• 8:08
  the
• 8:08
  market.
• 8:09
  And
• 8:09
  then
• 8:09
  I
• 8:09
  think
• 8:09
  the
• 8:10
  final
• 8:10
  thing
• 8:11
  that
• 8:11
  I
• 8:11
  would
• 8:12
  say
• 8:12
  on
• 8:12
  this
• 8:12
  front,
• 8:12
  again,
• 8:13
  it
• 8:13
  seems
• 8:13
  obvious,
• 8:14
  but
• 8:14
  the
• 8:14
  carts
• 8:15
  have
• 8:15
  to
• 8:15
  be
• 8:15
  generally
• 8:16
  available
• 8:16
  when
• 8:17
  customers
• 8:17
  are
• 8:17
  shopping
• 8:18
  the
• 8:18
  store.
• 8:18
  So
• 8:18
  some
• 8:19
  partners
• 8:19
  we
• 8:19
  see
• 8:19
  launch
• 8:20
  and
• 8:20
  they
• 8:20
  say,
• 8:20
  okay,
• 8:21
  well,
• 8:21
  you
• 8:21
  know,
• 8:21
  we
• 8:22
  want
• 8:22
  to
• 8:22
  start
• 8:22
  service
• 8:23
  of
• 8:23
  caper
• 8:23
  at
• 8:23
  09:00
• 8:24
  a.m.
• 8:24
  or
• 8:24
  10:00
• 8:24
  a.m.
• 8:25
  until
• 8:25
  maybe
• 8:25
  07:00
• 8:26
  p.m.
• 8:26
  because
• 8:26
  it's
• 8:26
  a
• 8:26
  new
• 8:26
  technology.
• 8:27
  But
• 8:28
  what
• 8:28
  they
• 8:28
  often
• 8:28
  see
• 8:29
  is
• 8:29
  that
• 8:29
  customers
• 8:29
  will
• 8:29
  then
• 8:30
  complain.
• 8:30
  I
• 8:30
  heard
• 8:31
  about
• 8:31
  this
• 8:31
  actually
• 8:32
  yesterday,
• 8:33
  where
• 8:33
  our
• 8:33
  customer
• 8:33
  will
• 8:33
  say,
• 8:33
  hey,
• 8:34
  look,
• 8:34
  why
• 8:34
  can't
• 8:35
  I
• 8:35
  use
• 8:35
  it?
• 8:35
  I
• 8:35
  used
• 8:35
  it
• 8:36
  yesterday
• 8:36
  at,
• 8:36
  let's
• 8:36
  say,
• 8:36
  01:00
• 8:37
  p.m.
• 8:37
  i'm
• 8:37
  now
• 8:38
  in
• 8:38
  the
• 8:38
  store
• 8:38
  at
• 8:38
  08:00
• 8:38
  a.m.
• 8:39
  it's
• 8:40
  that
• 8:40
  consistency
• 8:40
  that
• 8:41
  builds
• 8:41
  that
• 8:41
  habituation.
• 8:42
  And
• 8:42
  so
• 8:42
  then
• 8:43
  it's
• 8:43
  things
• 8:43
  like
• 8:44
  the
• 8:44
  fact
• 8:44
  that
• 8:45
  the
• 8:45
  carts
• 8:46
  are
• 8:47
  able
• 8:47
  to
• 8:47
  be
• 8:47
  charged
• 8:48
  with
• 8:48
  sackable
• 8:48
  charging.
• 8:49
  It's
• 8:49
  things
• 8:49
  like
• 8:49
  that.
• 8:50
  We
• 8:50
  call
• 8:50
  it
• 8:50
  caper
• 8:50
  Cloud,
• 8:51
  the
• 8:51
  tooling
• 8:51
  that
• 8:51
  we
• 8:51
  make
• 8:52
  available
• 8:52
  to
• 8:52
  retailers
• 8:53
  to
• 8:53
  manage
• 8:53
  the
• 8:53
  carts
• 8:54
  easily.
• 8:55
  Those
• 8:55
  things
• 8:55
  account
• 8:56
  sounds
• 8:56
  subtle,
• 8:56
  but
• 8:57
  have
• 8:57
  a
• 8:57
  really
• 8:57
  big
• 8:57
  impact
• 8:58
  on
• 8:58
  making
• 8:58
  sure
• 8:59
  the
• 8:59
  basics
• 8:59
  are
• 8:59
  there.
• 9:00
  I.
• 9:00
  Which
• 9:00
  is
• 9:00
  the
• 9:00
  carts
• 9:01
  are
• 9:01
  available
• 9:01
  for
• 9:01
  customers
• 9:02
  to
• 9:02
  use
• 9:02
  it
• 9:02
  consistently,
• 9:03
  which
• 9:03
  you
• 9:03
  then
• 9:03
  can
• 9:04
  stack
• 9:04
  some
• 9:04
  of
• 9:05
  the
• 9:05
  other
• 9:05
  capabilities
• 9:05
  like
• 9:05
  gamification
• 9:06
  on
• 9:06
  top
• 9:06
  to
• 9:07
  further
• 9:08
  drive
• 9:08
  adoption.
• 9:09
  David,
• 9:09
  I'm
• 9:09
  curious
• 9:09
  just
• 9:10
  to
• 9:10
  go
• 9:10
  a
• 9:10
  little
• 9:10
  bit
• 9:10
  further
• 9:11
  and
• 9:11
  maybe
• 9:12
  even
• 9:12
  put
• 9:12
  you
• 9:12
  on
• 9:12
  the
• 9:12
  spot
• 9:12
  a
• 9:13
  little
• 9:13
  bit,
• 9:13
  too.
• 9:13
  So
• 9:13
  do
• 9:13
  you
• 9:14
  have
• 9:14
  any
• 9:14
  statistics
• 9:14
  that
• 9:15
  tell.
• 9:15
  Tell
• 9:16
  us
• 9:16
  or
• 9:16
  tell
• 9:16
  our
• 9:16
  audience
• 9:17
  where
• 9:17
  the
• 9:18
  customer
• 9:18
  adoption
• 9:18
  actually
• 9:19
  is
• 9:19
  right
• 9:19
  now
• 9:20
  in
• 9:20
  terms
• 9:20
  of
• 9:21
  usage
• 9:21
  rates
• 9:21
  or
• 9:22
  anything
• 9:22
  of
• 9:22
  that
• 9:22
  nature?
• 9:23
  Yeah,
• 9:23
  I
• 9:23
  think
• 9:23
  in
• 9:24
  terms
• 9:24
  of
• 9:24
  overall
• 9:25
  adoption,
• 9:26
  the
• 9:26
  best
• 9:26
  stat
• 9:27
  is
• 9:27
  that
• 9:28
  within
• 9:28
  a
• 9:28
  couple
• 9:28
  weeks
• 9:28
  of
• 9:29
  launch
• 9:29
  at
• 9:30
  a
• 9:30
  schnuck
• 9:30
  store,
• 9:31
  we
• 9:31
  got
• 9:32
  to
• 9:32
  10%
• 9:33
  dollars
• 9:33
  peak
• 9:34
  going
• 9:34
  through
• 9:34
  just
• 9:35
  ten
• 9:35
  carts
• 9:35
  in
• 9:35
  the
• 9:35
  store
• 9:36
  out
• 9:36
  of
• 9:36
  100.
• 9:36
  And
• 9:36
  the
• 9:36
  reason
• 9:37
  10%
• 9:37
  matters,
• 9:38
  by
• 9:38
  the
• 9:38
  way,
• 9:38
  is
• 9:38
  because
• 9:39
  if
• 9:39
  you
• 9:39
  think
• 9:39
  about
• 9:40
  online
• 9:40
  grocery,
• 9:41
  it
• 9:41
  took
• 9:41
  online
• 9:41
  grocery
• 9:42
  a
• 9:42
  decade
• 9:42
  to
• 9:42
  get
• 9:42
  there.
• 9:43
  So
• 9:44
  that's
• 9:44
  really
• 9:44
  exciting.
• 9:45
  I
• 9:45
  think
• 9:45
  the
• 9:45
  other
• 9:45
  thing
• 9:46
  that
• 9:47
  is
• 9:47
  exciting
• 9:47
  is
• 9:48
  that
• 9:48
  in
• 9:48
  one
• 9:48
  retailer,
• 9:49
  we're
• 9:49
  seeing
• 9:49
  more
• 9:49
  than
• 9:50
  40%
• 9:50
  of
• 9:50
  orders
• 9:51
  have
• 9:52
  coupons
• 9:52
  associated
• 9:53
  with
• 9:53
  that.
• 9:53
  People
• 9:53
  are
• 9:53
  actively
• 9:54
  clipping
• 9:54
  coupons.
• 9:54
  And
• 9:55
  so
• 9:55
  it
• 9:55
  gives
• 9:55
  you
• 9:55
  a
• 9:55
  sense
• 9:56
  of
• 9:56
  the
• 9:56
  depth
• 9:56
  of
• 9:56
  interaction
• 9:57
  people
• 9:58
  have
• 9:58
  with
• 9:58
  that
• 9:58
  screen.
• 9:58
  And
• 9:59
  the
• 9:59
  fact
• 9:59
  that
• 9:59
  couponing
• 10:00
  value
• 10:00
  is
• 10:01
  a
• 10:01
  really
• 10:01
  big
• 10:01
  part
• 10:01
  of
• 10:01
  the
• 10:01
  overall
• 10:02
  proposition.
• 10:02
  Right.
• 10:03
  Which
• 10:03
  is
• 10:03
  a.
• 10:03
  Which
• 10:03
  is
• 10:03
  a
• 10:03
  big
• 10:04
  deal
• 10:04
  for
• 10:04
  the
• 10:04
  CPG,
• 10:04
  is
• 10:04
  because
• 10:05
  of
• 10:05
  the
• 10:05
  measurement
• 10:05
  that
• 10:05
  comes
• 10:06
  with
• 10:06
  it,
• 10:06
  by
• 10:06
  way
• 10:06
  of
• 10:06
  the
• 10:06
  sensors
• 10:07
  that
• 10:07
  you
• 10:07
  talked
• 10:07
  about
• 10:07
  in
• 10:07
  the
• 10:07
  beginning.
• 10:08
  The
• 10:08
  other
• 10:08
  unlock
• 10:09
  for
• 10:09
  me
• 10:09
  in
• 10:09
  this
• 10:10
  conversation
• 10:10
  today,
• 10:11
  and
• 10:11
  even
• 10:11
  at
• 10:11
  this,
• 10:11
  this
• 10:12
  show,
• 10:12
  too,
• 10:12
  is.
• 10:13
  Is
• 10:13
  what
• 10:13
  you
• 10:13
  said
• 10:13
  that
• 10:13
  I
• 10:14
  want
• 10:14
  to
• 10:14
  make
• 10:14
  sure
• 10:14
  the
• 10:14
  audience
• 10:14
  heard,
• 10:14
  too,
• 10:15
  is
• 10:15
  it's
• 10:15
  less
• 10:16
  about
• 10:16
  the
• 10:17
  just
• 10:17
  walk
• 10:17
  out
• 10:18
  idea.
• 10:18
  Right.
• 10:19
  It's
• 10:19
  less
• 10:19
  about
• 10:19
  the
• 10:20
  cashier,
• 10:20
  less
• 10:21
  shopping
• 10:22
  experience,
• 10:22
  and
• 10:22
  it's
• 10:22
  more
• 10:23
  about
• 10:23
  the
• 10:24
  better
• 10:24
  experience
• 10:24
  by
• 10:25
  way
• 10:25
  of
• 10:25
  couponing,
• 10:26
  by
• 10:26
  way
• 10:26
  of
• 10:27
  knowing
• 10:27
  the
• 10:27
  budget
• 10:28
  that
• 10:28
  you're
• 10:28
  spending
• 10:28
  in
• 10:28
  real
• 10:29
  time
• 10:29
  as
• 10:29
  you're
• 10:29
  shopping,
• 10:30
  that's
• 10:30
  a
• 10:30
  big
• 10:30
  unlock,
• 10:31
  which
• 10:31
  I
• 10:31
  think
• 10:32
  initially
• 10:32
  that
• 10:32
  was
• 10:33
  not
• 10:33
  how
• 10:33
  these
• 10:33
  things
• 10:33
  were
• 10:34
  sold.
• 10:34
  Right?
• 10:34
  That's
• 10:35
  absolutely
• 10:35
  right.
• 10:35
  When
• 10:36
  you
• 10:36
  heard
• 10:36
  me
• 10:37
  go
• 10:37
  to
• 10:37
  market
• 10:37
  with
• 10:37
  this
• 10:38
  product,
• 10:38
  and
• 10:38
  we
• 10:38
  think
• 10:38
  we
• 10:39
  put
• 10:39
  our
• 10:39
  first
• 10:39
  card
• 10:40
  in
• 10:40
  store
• 10:40
  maybe
• 10:41
  a
• 10:41
  little
• 10:41
  bit
• 10:41
  more
• 10:41
  than
• 10:42
  a
• 10:43
  year
• 10:43
  ago,
• 10:43
  the
• 10:43
  new
• 10:43
  model
• 10:44
  three,
• 10:44
  I'm
• 10:44
  talking
• 10:44
  about,
• 10:45
  you
• 10:45
  know,
• 10:45
  our
• 10:45
  pitch
• 10:46
  was
• 10:46
  very
• 10:46
  much,
• 10:46
  this
• 10:46
  is
• 10:47
  about
• 10:47
  skip
• 10:47
  the
• 10:47
  line,
• 10:48
  right?
• 10:48
  This
• 10:48
  is
• 10:48
  about,
• 10:49
  you
• 10:49
  know,
• 10:49
  getting
• 10:49
  customers
• 10:50
  out
• 10:50
  of
• 10:50
  the
• 10:50
  store
• 10:50
  faster,
• 10:51
  alleviating
• 10:51
  lines
• 10:51
  in
• 10:51
  the
• 10:52
  store.
• 10:52
  And
• 10:52
  to
• 10:52
  be
• 10:52
  clear,
• 10:53
  customers
• 10:53
  still
• 10:54
  value
• 10:54
  that.
• 10:54
  That's
• 10:54
  a
• 10:55
  thing.
• 10:55
  But
• 10:56
  when
• 10:56
  you
• 10:56
  talk
• 10:56
  to
• 10:56
  customers
• 10:57
  and
• 10:57
  you
• 10:57
  ask
• 10:57
  them,
• 10:58
  hey,
• 10:58
  why
• 10:58
  are
• 10:58
  you
• 10:58
  using
• 10:58
  this
• 10:59
  more
• 10:59
  often?
• 10:59
  Not,
• 10:59
  it's,
• 11:00
  I
• 11:00
  want
• 11:00
  to
• 11:00
  track
• 11:01
  my
• 11:01
  total.
• 11:01
  I
• 11:01
  want
• 11:01
  a
• 11:02
  budget.
• 11:02
  I
• 11:02
  love
• 11:02
  the
• 11:02
  couponing.
• 11:03
  I
• 11:03
  love
• 11:03
  the
• 11:03
  gamification.
• 11:04
  I
• 11:05
  love
• 11:05
  bag
• 11:05
  as
• 11:05
  you
• 11:05
  go.
• 11:06
  It's
• 11:06
  more
• 11:06
  seamless.
• 11:07
  And
• 11:07
  of
• 11:07
  course,
• 11:08
  skip
• 11:08
  the
• 11:09
  line.
• 11:09
  Seamlessness
• 11:10
  is
• 11:10
  in
• 11:10
  that
• 11:11
  list
• 11:11
  of
• 11:11
  the
• 11:11
  top
• 11:12
  five.
• 11:12
  But
• 11:13
  really,
• 11:13
  what
• 11:13
  we're
• 11:13
  seeing
• 11:13
  is
• 11:14
  it's
• 11:14
  the
• 11:14
  screen,
• 11:14
  it's
• 11:15
  the
• 11:15
  engaging
• 11:15
  screen.
• 11:16
  That's
• 11:16
  the
• 11:16
  unlock
• 11:17
  here.
• 11:17
  And
• 11:17
  then
• 11:17
  when
• 11:17
  you
• 11:18
  pair
• 11:18
  that
• 11:18
  screen
• 11:19
  with
• 11:19
  the
• 11:19
  sensors
• 11:20
  on
• 11:20
  the
• 11:20
  cart,
• 11:20
  location
• 11:21
  based
• 11:21
  sensors,
• 11:21
  the
• 11:22
  camera
• 11:22
  sensors,
• 11:22
  the
• 11:23
  weights
• 11:23
  and
• 11:23
  measure
• 11:23
  sensors,
• 11:24
  that's
• 11:24
  where
• 11:24
  you
• 11:24
  can
• 11:25
  create
• 11:25
  the
• 11:25
  win
• 11:25
  win
• 11:26
  for
• 11:26
  cpgs,
• 11:27
  for
• 11:27
  retailers,
• 11:28
  and
• 11:29
  for
• 11:29
  the
• 11:29
  consumer.
• 11:30
  Okay,
• 11:31
  so
• 11:31
  let's
• 11:31
  get
• 11:31
  you
• 11:31
  out
• 11:31
  here
• 11:31
  on
• 11:31
  this.
• 11:31
  So
• 11:32
  putting
• 11:32
  our
• 11:32
  store
• 11:32
  of
• 11:32
  the
• 11:32
  future
• 11:33
  hat
• 11:33
  on,
• 11:33
  or
• 11:33
  our
• 11:33
  connected
• 11:34
  store
• 11:34
  of
• 11:34
  the
• 11:34
  future
• 11:35
  hat
• 11:35
  on,
• 11:35
  however
• 11:35
  we
• 11:35
  want
• 11:35
  to,
• 11:36
  whatever
• 11:36
  moniker
• 11:36
  we
• 11:37
  want
• 11:37
  to
• 11:37
  use,
• 11:38
  a
• 11:38
  grocery
• 11:38
  store
• 11:38
  is
• 11:38
  a
• 11:38
  really
• 11:39
  complicated
• 11:39
  operation.
• 11:40
  Right.
• 11:40
  And
• 11:41
  you
• 11:41
  guys
• 11:41
  have
• 11:41
  a
• 11:41
  solution
• 11:42
  in
• 11:42
  a
• 11:42
  number
• 11:42
  of
• 11:42
  areas,
• 11:43
  but
• 11:43
  there
• 11:43
  are
• 11:43
  so
• 11:43
  many
• 11:44
  more
• 11:44
  areas
• 11:44
  that
• 11:45
  you
• 11:45
  could,
• 11:45
  quote,
• 11:45
  unquote,
• 11:46
  connect.
• 11:46
  Yeah.
• 11:47
  How
• 11:47
  do
• 11:47
  you
• 11:47
  create
• 11:48
  the
• 11:48
  roadmap
• 11:49
  in
• 11:49
  your
• 11:49
  role
• 11:50
  and
• 11:50
  decide
• 11:50
  where
• 11:51
  to
• 11:51
  go
• 11:51
  next?
• 11:52
  Yeah,
• 11:53
  that's
• 11:53
  a
• 11:53
  great
• 11:53
  question.
• 11:54
  I
• 11:54
  will
• 11:55
  tell
• 11:55
  you
• 11:55
  what
• 11:55
  we
• 11:55
  did
• 11:55
  for
• 11:55
  connected
• 11:56
  stores.
• 11:56
  We
• 11:56
  just
• 11:56
  started
• 11:57
  with,
• 11:57
  what
• 11:57
  are
• 11:57
  our
• 11:58
  retailers
• 11:58
  saying
• 11:59
  and
• 11:59
  what
• 11:59
  are
• 11:59
  our
• 11:59
  consumers
• 11:59
  saying?
• 12:00
  And
• 12:00
  that
• 12:00
  helped
• 12:00
  us
• 12:01
  stack
• 12:01
  rank
• 12:01
  the
• 12:01
  list
• 12:01
  of
• 12:02
  priorities
• 12:02
  in
• 12:02
  the
• 12:03
  store.
• 12:03
  And
• 12:04
  we
• 12:04
  also
• 12:04
  look
• 12:04
  for
• 12:05
  areas
• 12:05
  where
• 12:05
  we
• 12:05
  already
• 12:06
  have
• 12:06
  an
• 12:06
  existing
• 12:06
  ecosystem.
• 12:07
  So
• 12:08
  one
• 12:08
  example
• 12:08
  is,
• 12:09
  if
• 12:09
  you
• 12:09
  look
• 12:09
  at
• 12:09
  our
• 12:09
  carrot
• 12:09
  tags
• 12:10
  ecosystem,
• 12:11
  we
• 12:11
  activated
• 12:11
  pictilite.
• 12:12
  And
• 12:12
  so
• 12:12
  pick
• 12:13
  to
• 12:13
  light
• 12:13
  is
• 12:13
  available
• 12:14
  chain
• 12:15
  wide
• 12:15
  at
• 12:15
  all
• 12:16
  these
• 12:16
  stores
• 12:16
  in
• 12:16
  the
• 12:16
  US.
• 12:16
  So
• 12:17
  anytime
• 12:17
  an
• 12:17
  Instacart
• 12:18
  shopper
• 12:18
  goes
• 12:18
  in
• 12:18
  an
• 12:18
  Aldi
• 12:19
  store,
• 12:19
  they
• 12:20
  can
• 12:20
  tap
• 12:20
  a
• 12:20
  button
• 12:20
  on
• 12:20
  the
• 12:21
  shopper
• 12:21
  app
• 12:21
  and
• 12:22
  actually
• 12:22
  activate
• 12:22
  the
• 12:23
  tag.
• 12:23
  And
• 12:24
  that
• 12:24
  improves
• 12:25
  the
• 12:25
  order
• 12:26
  quality,
• 12:26
  the
• 12:26
  found
• 12:27
  rate,
• 12:27
  the
• 12:27
  efficiency.
• 12:28
  And
• 12:28
  so
• 12:28
  that
• 12:28
  was
• 12:29
  something
• 12:29
  extended
• 12:29
  out
• 12:29
  of
• 12:29
  the
• 12:30
  fact
• 12:30
  that
• 12:30
  we
• 12:30
  already
• 12:31
  have
• 12:31
  a
• 12:31
  highly
• 12:31
  engaged,
• 12:32
  scaled
• 12:32
  shopper
• 12:32
  base.
• 12:33
  And
• 12:33
  we
• 12:33
  said,
• 12:33
  how
• 12:34
  can
• 12:34
  we
• 12:34
  digitize
• 12:35
  the
• 12:35
  store
• 12:36
  in
• 12:36
  a
• 12:36
  way
• 12:36
  that
• 12:36
  makes
• 12:37
  life
• 12:37
  easier
• 12:38
  for
• 12:38
  the
• 12:39
  shoppers
• 12:39
  going
• 12:39
  into
• 12:40
  the
• 12:40
  store?
• 12:40
  You
• 12:41
  know,
• 12:41
  another
• 12:41
  example
• 12:42
  was
• 12:42
  the
• 12:42
  food
• 12:42
  storm
• 12:42
  acquisition
• 12:43
  that
• 12:44
  really
• 12:44
  evolved
• 12:45
  organically
• 12:45
  out
• 12:46
  of,
• 12:46
  you
• 12:46
  know,
• 12:46
  an
• 12:46
  understanding
• 12:47
  that
• 12:47
  for
• 12:47
  a
• 12:47
  lot
• 12:47
  of
• 12:47
  our
• 12:47
  retailers,
• 12:48
  they
• 12:48
  were
• 12:49
  struggling
• 12:49
  with
• 12:50
  prepared
• 12:50
  food.
• 12:51
  They
• 12:51
  wanted
• 12:51
  a
• 12:51
  better
• 12:51
  solution
• 12:52
  to
• 12:52
  manage
• 12:52
  prepared
• 12:53
  food.
• 12:53
  So
• 12:53
  much
• 12:53
  of
• 12:53
  the
• 12:53
  deli
• 12:54
  today
• 12:54
  is
• 12:54
  still
• 12:55
  pen
• 12:55
  and
• 12:55
  paper,
• 12:56
  which
• 12:56
  leads
• 12:56
  to
• 12:57
  order,
• 12:57
  you
• 12:57
  know,
• 12:58
  inaccuracy.
• 12:58
  As
• 12:58
  you
• 12:58
  were
• 12:59
  saying
• 12:59
  earlier,
• 12:59
  you
• 12:59
  got.
• 12:59
  To
• 13:00
  speak
• 13:00
  in
• 13:00
  my
• 13:00
  language
• 13:00
  on
• 13:00
  this
• 13:01
  one.
• 13:01
  You
• 13:01
  got
• 13:01
  to
• 13:02
  stand
• 13:02
  in
• 13:02
  line.
• 13:02
  Right?
• 13:02
  Like,
• 13:03
  nobody
• 13:03
  wants
• 13:03
  to
• 13:03
  stand
• 13:03
  in
• 13:03
  line
• 13:03
  at
• 13:04
  the
• 13:04
  deli.
• 13:04
  And
• 13:05
  so
• 13:05
  really,
• 13:05
  what
• 13:05
  we
• 13:05
  look
• 13:06
  for
• 13:06
  is
• 13:06
  where
• 13:07
  there
• 13:07
  are
• 13:07
  existing
• 13:07
  pain
• 13:07
  points
• 13:08
  from
• 13:09
  our
• 13:09
  customers,
• 13:09
  from
• 13:09
  our
• 13:10
  retailers.
• 13:10
  And
• 13:11
  then
• 13:11
  on
• 13:11
  top
• 13:11
  of
• 13:11
  that,
• 13:11
  as
• 13:12
  you
• 13:12
  saw
• 13:12
  with
• 13:12
  Caper
• 13:12
  earlier,
• 13:13
  we're
• 13:13
  now
• 13:13
  really
• 13:13
  connecting
• 13:14
  these
• 13:14
  solutions.
• 13:14
  You
• 13:15
  can
• 13:15
  sort
• 13:15
  of
• 13:15
  think
• 13:15
  about,
• 13:15
  caper
• 13:16
  is
• 13:16
  this
• 13:16
  digital
• 13:17
  hub
• 13:17
  that
• 13:17
  we're
• 13:17
  bringing
• 13:17
  to
• 13:17
  the
• 13:18
  store,
• 13:18
  and
• 13:18
  we
• 13:18
  say,
• 13:19
  okay,
• 13:19
  well,
• 13:19
  now
• 13:19
  that
• 13:19
  a
• 13:19
  customer's
• 13:20
  engaged
• 13:20
  with
• 13:20
  the
• 13:20
  screen,
• 13:21
  they're
• 13:21
  putting
• 13:21
  in
• 13:21
  their
• 13:22
  loyalty.
• 13:22
  Maybe
• 13:23
  they
• 13:23
  want
• 13:23
  to
• 13:23
  take
• 13:23
  their
• 13:23
  shopping
• 13:24
  list
• 13:24
  that
• 13:24
  they
• 13:24
  built
• 13:24
  online,
• 13:25
  or
• 13:25
  maybe
• 13:25
  they
• 13:25
  just
• 13:25
  want
• 13:25
  to
• 13:25
  take
• 13:25
  what
• 13:26
  they
• 13:26
  bought
• 13:26
  online
• 13:27
  and
• 13:27
  sync
• 13:27
  it
• 13:27
  to
• 13:27
  the
• 13:27
  cart
• 13:28
  so
• 13:28
  they
• 13:28
  can
• 13:28
  easily
• 13:28
  shop
• 13:28
  it.
• 13:29
  Right.
• 13:29
  Now
• 13:30
  that
• 13:30
  they're
• 13:30
  using
• 13:30
  the
• 13:30
  cart,
• 13:30
  maybe
• 13:31
  they
• 13:31
  want
• 13:31
  to
• 13:31
  activate
• 13:31
  the
• 13:32
  tags
• 13:32
  in
• 13:32
  the
• 13:32
  store
• 13:32
  so
• 13:32
  they
• 13:33
  can
• 13:33
  more
• 13:33
  easily
• 13:33
  find
• 13:33
  something.
• 13:34
  Now
• 13:34
  that
• 13:34
  they've
• 13:34
  got
• 13:35
  the
• 13:35
  screen
• 13:35
  in
• 13:35
  front
• 13:35
  of
• 13:35
  them,
• 13:35
  maybe
• 13:35
  they
• 13:36
  want
• 13:36
  to
• 13:36
  put
• 13:36
  an
• 13:36
  order
• 13:37
  in
• 13:37
  front
• 13:37
  of
• 13:37
  the
• 13:37
  deli.
• 13:38
  And
• 13:38
  so,
• 13:38
  at
• 13:38
  a
• 13:38
  high
• 13:38
  level,
• 13:39
  we're
• 13:39
  really
• 13:39
  thinking
• 13:40
  about,
• 13:41
  what
• 13:41
  are
• 13:41
  the
• 13:41
  moments
• 13:41
  throughout
• 13:42
  the
• 13:42
  store
• 13:43
  where
• 13:43
  a
• 13:43
  consumer
• 13:44
  has
• 13:44
  problems
• 13:45
  that
• 13:45
  can
• 13:45
  be
• 13:45
  solved
• 13:46
  with
• 13:46
  diffusion
• 13:46
  of
• 13:47
  a
• 13:47
  screen
• 13:47
  and
• 13:48
  digital
• 13:48
  sensors
• 13:48
  on
• 13:49
  the
• 13:49
  cart?
• 13:49
  The
• 13:49
  consumers
• 13:50
  and
• 13:50
  the
• 13:50
  associates,
• 13:50
  too.
• 13:51
  Right.
• 13:51
  So
• 13:52
  the
• 13:52
  screen
• 13:52
  and
• 13:52
  the
• 13:53
  sensors
• 13:53
  applies
• 13:54
  to
• 13:54
  both,
• 13:54
  if
• 13:54
  I'm
• 13:54
  hearing
• 13:55
  you
• 13:55
  right,
• 13:55
  right.
• 13:55
  That's
• 13:55
  100%
• 13:56
  right.
• 13:56
  To
• 13:57
  make
• 13:57
  this
• 13:57
  work,
• 13:58
  you've
• 13:58
  got
• 13:58
  to
• 13:58
  think
• 13:58
  about
• 13:59
  all
• 13:59
  the
• 13:59
  stakeholders.
• 14:00
  You've
• 14:00
  got
• 14:00
  to
• 14:00
  think
• 14:00
  about
• 14:00
  the
• 14:01
  users.
• 14:01
  You've
• 14:02
  got
• 14:02
  to
• 14:02
  think
• 14:02
  about
• 14:02
  the
• 14:02
  retailers.
• 14:03
  Right.
• 14:03
  And
• 14:03
  that's
• 14:04
  where
• 14:04
  things
• 14:04
  like,
• 14:04
  you
• 14:05
  know,
• 14:05
  we
• 14:05
  announced
• 14:05
  previously
• 14:06
  that,
• 14:06
  you
• 14:06
  know,
• 14:06
  retailers
• 14:06
  are
• 14:07
  seeing
• 14:07
  significant
• 14:07
  basket
• 14:08
  lifts
• 14:08
  from
• 14:08
  caper.
• 14:09
  You
• 14:09
  got
• 14:09
  to
• 14:09
  think
• 14:09
  about
• 14:10
  the
• 14:10
  cpgs.
• 14:11
  How
• 14:11
  do
• 14:11
  you
• 14:11
  let
• 14:11
  cpgs
• 14:12
  participate
• 14:12
  in
• 14:12
  a
• 14:12
  new
• 14:12
  way?
• 14:13
  And
• 14:13
  then
• 14:13
  finally,
• 14:14
  you
• 14:14
  have
• 14:14
  to
• 14:14
  think
• 14:14
  about
• 14:14
  cbgs.
• 14:15
  Get
• 14:15
  the
• 14:15
  screens,
• 14:15
  too,
• 14:16
  the
• 14:16
  associates.
• 14:17
  It's
• 14:17
  got
• 14:17
  to
• 14:18
  be
• 14:18
  a
• 14:18
  win
• 14:18
  win
• 14:18
  win
• 14:18
  for
• 14:19
  all
• 14:19
  four.
• 14:20
  Well,
• 14:20
  David,
• 14:21
  I
• 14:21
  have
• 14:21
  to
• 14:21
  thank
• 14:22
  you
• 14:22
  for
• 14:22
  giving
• 14:22
  us
• 14:23
  so
• 14:23
  much
• 14:23
  of
• 14:23
  your
• 14:23
  time
• 14:23
  today
• 14:24
  for
• 14:24
  the
• 14:24
  tour
• 14:24
  of
• 14:24
  the
• 14:25
  caper
• 14:25
  cart,
• 14:25
  which
• 14:25
  Chris
• 14:26
  will
• 14:26
  be
• 14:26
  filling
• 14:26
  us
• 14:27
  all
• 14:27
  in
• 14:27
  on
• 14:27
  later.
• 14:27
  Yeah,
• 14:28
  we
• 14:28
  got
• 14:28
  to
• 14:28
  stop
• 14:28
  by
• 14:28
  there
• 14:29
  later
• 14:29
  and
• 14:29
  give
• 14:29
  you
• 14:29
  a
• 14:29
  look
• 14:29
  at
• 14:29
  that.
• 14:30
  It's
• 14:30
  pretty
• 14:30
  slick.
• 14:30
  Yeah.
• 14:31
  Thank
• 14:32
  you
• 14:32
  so
• 14:32
  much
• 14:32
  to
• 14:32
  the
• 14:33
  fusion
• 14:33
  group
• 14:33
  for
• 14:33
  making
• 14:33
  all
• 14:34
  of
• 14:34
  our
• 14:34
  grocery
• 14:34
  shop
• 14:35
  coverage
• 14:35
  possible
• 14:36
  today.
• 14:36
  We
• 14:36
  are
• 14:36
  going
• 14:37
  to
• 14:37
  be
• 14:37
  here
• 14:37
  all
• 14:37
  day
• 14:37
  today
• 14:38
  in
• 14:38
  Booth
• 14:38
  a
• 14:39
  210,
• 14:39
  so
• 14:40
  thank
• 14:40
  you
• 14:40
  again
• 14:40
  to
• 14:41
  them.
• 14:41
  Thanks
• 14:41
  to
• 14:41
  David
• 14:42
  McIntosh
• 14:42
  of
• 14:42
  Instacart.
• 14:43
  And
• 14:43
  until
• 14:44
  next
• 14:44
  time,
• 14:44
  be
• 14:44
  careful
• 14:45
  out
• 14:45
  there.