Latest / Omni Talk Retail / Walmart, Whatnot & WTF Is H-E-B Doing With Robots? | Fast Five

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Walmart, Whatnot & WTF Is H-E-B Doing With Robots? | Fast Five · Omni Talk Retail

• 0:00
  The
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  Omni
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  Tech
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  Fast
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  Consumer
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  and
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  Retail
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  Group.
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  The
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  A
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  and
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  M
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  Consumer
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• 1:39
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  early
• 1:40
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  consumer
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• 1:42
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  more@ocampo
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  the
• 1:53
  only
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• 1:59
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  you
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• 2:00
  a
• 2:01
  little
• 2:01
  smarter,
• 2:01
  but
• 2:01
  most
• 2:02
  importantly,
• 2:02
  a
• 2:02
  little
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  happier
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  week
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  too.
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• 2:05
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• 2:08
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  the
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  Spotlight
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  latest
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  trends.
• 2:22
  It's
• 2:22
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  25,
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  2025.
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  I'm
• 2:24
  one
• 2:24
  of
• 2:24
  your
• 2:24
  hosts,
• 2:24
  Anne
• 2:25
  Mazinga.
• 2:25
  And
• 2:25
  I'm
• 2:25
  Chris
• 2:25
  Walton
• 2:26
  and
• 2:26
  we're
• 2:26
  here.
• 2:27
  Once
• 2:27
  again
• 2:27
  to
• 2:27
  discuss
• 2:28
  all
• 2:28
  the
• 2:28
  top
• 2:28
  head
• 2:28
  headlines
• 2:29
  from
• 2:29
  the
• 2:29
  past
• 2:29
  week,
• 2:30
  making
• 2:30
  waves
• 2:30
  in
• 2:31
  the
• 2:31
  world
• 2:31
  of
• 2:31
  omnichannel
• 2:32
  retailing.
• 2:33
  Chris,
• 2:34
  I
• 2:34
  got
• 2:34
  a
• 2:34
  little
• 2:34
  bit
• 2:34
  of
• 2:34
  grief
• 2:35
  last
• 2:35
  week
• 2:35
  from
• 2:36
  some
• 2:36
  Omni
• 2:36
  Talk
• 2:36
  fans
• 2:38
  because
• 2:38
  we
• 2:38
  had
• 2:38
  a
• 2:39
  M's,
• 2:40
  Brooks
• 2:41
  and
• 2:41
  Bryson
• 2:42
  on
• 2:42
  that.
• 2:42
  We
• 2:43
  did
• 2:43
  not
• 2:43
  say
• 2:44
  anything
• 2:44
  about
• 2:45
  the
• 2:46
  feud,
• 2:47
  the
• 2:47
  beef
• 2:47
  between
• 2:48
  Bryson
• 2:48
  DeChambeau
• 2:49
  and
• 2:49
  Brooks
• 2:50
  Koepka.
• 2:50
  We
• 2:51
  didn't
• 2:51
  even
• 2:51
  bring
• 2:51
  that
• 2:52
  up.
• 2:52
  We
• 2:53
  didn't
• 2:53
  even
• 2:53
  make
• 2:53
  that
• 2:54
  connection
• 2:54
  between
• 2:54
  those
• 2:55
  two.
• 2:55
  Yeah,
• 2:55
  that's
• 2:56
  a
• 2:56
  good
• 2:56
  point.
• 2:56
  Yeah,
• 2:56
  I
• 2:56
  can.
• 2:57
  I
• 2:57
  kind
• 2:57
  of
• 2:57
  have
• 2:57
  a
• 2:58
  sense
• 2:58
  of
• 2:58
  who
• 2:58
  that
• 2:58
  fan
• 2:58
  might
• 2:59
  be,
• 2:59
  too,
• 2:59
  but
• 3:00
  they're.
• 3:00
  They're
• 3:00
  like,
• 3:00
  how
• 3:01
  could
• 3:01
  you
• 3:01
  miss
• 3:01
  this
• 3:02
  glaringly
• 3:02
  obvious.
• 3:04
  This
• 3:04
  glaringly
• 3:05
  obvious
• 3:05
  topic
• 3:05
  to
• 3:06
  bring
• 3:06
  up
• 3:06
  when
• 3:06
  you
• 3:06
  happen
• 3:06
  to
• 3:07
  have
• 3:07
  someone
• 3:07
  named
• 3:07
  Bryson
• 3:08
  and
• 3:08
  Brooks
• 3:09
  on
• 3:09
  your
• 3:09
  podcast
• 3:09
  at
• 3:10
  one
• 3:10
  time?
• 3:10
  Yeah,
• 3:10
  it's
• 3:10
  funny.
• 3:10
  You
• 3:10
  know
• 3:11
  why
• 3:11
  I
• 3:11
  think
• 3:11
  that,
• 3:11
  though,
• 3:11
  is
• 3:11
  because
• 3:11
  they
• 3:12
  didn't
• 3:12
  really
• 3:12
  beef
• 3:12
  that
• 3:13
  much.
• 3:13
  They
• 3:13
  didn't.
• 3:13
  They.
• 3:14
  They
• 3:14
  were.
• 3:14
  They
• 3:14
  were.
• 3:14
  They
• 3:14
  were
• 3:15
  kind
• 3:15
  of.
• 3:15
  They
• 3:15
  were
• 3:15
  kind
• 3:16
  of
• 3:16
  very
• 3:16
  nice
• 3:16
  to
• 3:16
  each
• 3:17
  other
• 3:17
  and.
• 3:17
  And
• 3:17
  very
• 3:18
  conciliatory
• 3:19
  with
• 3:19
  each
• 3:19
  other
• 3:19
  in
• 3:20
  their
• 3:20
  arguments
• 3:20
  with
• 3:20
  each
• 3:20
  other
• 3:21
  for
• 3:21
  the
• 3:21
  most
• 3:21
  part.
• 3:21
  I
• 3:21
  think
• 3:21
  I
• 3:21
  got
• 3:22
  into
• 3:22
  a
• 3:22
  little
• 3:22
  bit
• 3:22
  of
• 3:22
  a.
• 3:23
  A
• 3:23
  little
• 3:23
  bit
• 3:23
  of
• 3:23
  a
• 3:23
  Ted
• 3:24
  A
• 3:24
  Tete
• 3:24
  with
• 3:24
  Bryson
• 3:25
  at
• 3:25
  one
• 3:25
  point,
• 3:25
  if
• 3:25
  I
• 3:25
  remember
• 3:26
  right.
• 3:26
  On
• 3:26
  the
• 3:27
  Amazon
• 3:27
  story.
• 3:27
  But
• 3:28
  we'll
• 3:28
  have
• 3:28
  to.
• 3:28
  But
• 3:28
  generally,
• 3:29
  it
• 3:29
  was
• 3:29
  not
• 3:29
  a
• 3:29
  very
• 3:30
  contentious
• 3:31
  debate
• 3:31
  last
• 3:31
  week.
• 3:32
  Yes,
• 3:32
  we'll
• 3:32
  have
• 3:32
  to
• 3:32
  find
• 3:32
  another
• 3:33
  Chris
• 3:33
  that
• 3:34
  is
• 3:34
  in
• 3:34
  the
• 3:34
  golf
• 3:35
  world.
• 3:35
  Yeah,
• 3:36
  I
• 3:36
  can't.
• 3:36
  I
• 3:36
  can't
• 3:37
  think
• 3:37
  of
• 3:37
  one
• 3:37
  beef
• 3:37
  with
• 3:38
  Bryson.
• 3:38
  Yeah,
• 3:38
  I
• 3:39
  think
• 3:39
  Bryson
• 3:39
  DeChambeau
• 3:40
  is
• 3:40
  kind
• 3:40
  of
• 3:40
  like
• 3:40
  a
• 3:40
  Beefster
• 3:41
  anyway.
• 3:41
  Like,
• 3:42
  he's
• 3:42
  known
• 3:43
  in
• 3:43
  the
• 3:43
  golf
• 3:44
  community.
• 3:44
  I
• 3:44
  don't
• 3:44
  think
• 3:45
  it's
• 3:45
  called
• 3:45
  a
• 3:45
  Beefster,
• 3:46
  but
• 3:46
  I
• 3:46
  think
• 3:46
  he
• 3:46
  is
• 3:47
  kind
• 3:47
  of.
• 3:47
  A
• 3:47
  Beefster,
• 3:47
  though,
• 3:47
  if,
• 3:47
  you
• 3:48
  know,
• 3:48
  I.
• 3:48
  Think
• 3:48
  he
• 3:48
  stirs
• 3:49
  up
• 3:49
  a
• 3:49
  lot
• 3:49
  of
• 3:49
  stuff.
• 3:49
  So.
• 3:50
  So
• 3:50
  we
• 3:51
  appreciate
• 3:51
  any
• 3:52
  feedback
• 3:52
  that
• 3:52
  you
• 3:52
  have
• 3:53
  for
• 3:53
  us
• 3:53
  here
• 3:53
  at
• 3:53
  omnitok.
• 3:54
  So
• 3:54
  whether
• 3:54
  it's
• 3:55
  related
• 3:55
  to
• 3:55
  not
• 3:56
  covering
• 3:56
  golf
• 3:56
  beefs
• 3:57
  on
• 3:57
  a
• 3:57
  retail
• 3:57
  podcast
• 3:58
  or
• 3:59
  anything
• 3:59
  else
• 3:59
  that
• 4:00
  it
• 4:00
  might
• 4:00
  be,
• 4:00
  please
• 4:01
  feel
• 4:02
  free
• 4:02
  at
• 4:02
  any
• 4:02
  point
• 4:02
  in
• 4:03
  time
• 4:03
  to
• 4:03
  submit
• 4:04
  that
• 4:04
  feedback
• 4:05
  to
• 4:05
  us.
• 4:05
  Yeah,
• 4:05
  I
• 4:05
  imagine
• 4:06
  there
• 4:06
  were
• 4:06
  quite
• 4:06
  a
• 4:06
  few
• 4:06
  fans
• 4:07
  that
• 4:07
  are
• 4:07
  golf.
• 4:07
  Quite
• 4:08
  a
• 4:08
  few
• 4:08
  omnitog
• 4:08
  listeners
• 4:09
  that
• 4:09
  are
• 4:09
  golf
• 4:09
  fans
• 4:09
  that
• 4:09
  probably
• 4:10
  made
• 4:10
  that
• 4:10
  connection
• 4:10
  as
• 4:11
  well.
• 4:11
  All
• 4:11
  right,
• 4:11
  and
• 4:11
  the
• 4:11
  other
• 4:12
  thing
• 4:12
  I'd
• 4:12
  point
• 4:12
  out,
• 4:12
  too,
• 4:12
  is
• 4:12
  we
• 4:13
  are
• 4:13
  at
• 4:13
  the
• 4:13
  Miracle
• 4:14
  Summit.
• 4:14
  Yes,
• 4:15
  we
• 4:15
  are
• 4:15
  at
• 4:15
  the
• 4:15
  Brookfield
• 4:16
  place
• 4:16
  in
• 4:16
  New
• 4:17
  York
• 4:17
  City
• 4:17
  at
• 4:17
  the
• 4:18
  Miracle
• 4:18
  Summit.
• 4:19
  The
• 4:19
  show
• 4:19
  just
• 4:19
  kicked
• 4:20
  off.
• 4:20
  Everyone
• 4:20
  behind
• 4:20
  closed
• 4:21
  doors.
• 4:21
  Ann
• 4:21
  and
• 4:21
  I
• 4:22
  are
• 4:22
  out
• 4:22
  here
• 4:22
  recording
• 4:22
  a
• 4:23
  fast
• 4:23
  five
• 4:23
  live
• 4:24
  for
• 4:24
  you.
• 4:24
  And
• 4:25
  stay
• 4:25
  tuned
• 4:26
  to
• 4:26
  our
• 4:26
  feed,
• 4:26
  too,
• 4:26
  because
• 4:26
  we're
• 4:27
  gonna
• 4:27
  have
• 4:27
  great
• 4:27
  interviews
• 4:27
  with
• 4:28
  people
• 4:28
  all
• 4:28
  week
• 4:29
  long,
• 4:29
  particularly
• 4:30
  the
• 4:30
  SVP
• 4:31
  of
• 4:31
  E
• 4:32
  Commerce,
• 4:32
  Joe
• 4:32
  Cano
• 4:33
  at
• 4:33
  Lowe's
• 4:34
  and
• 4:34
  the
• 4:34
  founder
• 4:34
  of
• 4:35
  Cotapaxi
• 4:35
  too,
• 4:36
  which
• 4:36
  I'm
• 4:36
  pretty
• 4:36
  excited
• 4:36
  about.
• 4:37
  So.
• 4:37
  All
• 4:37
  right,
• 4:38
  should
• 4:38
  we
• 4:38
  do
• 4:38
  the
• 4:38
  headlines?
• 4:38
  Yes,
• 4:39
  let's
• 4:39
  get
• 4:39
  to
• 4:39
  it.
• 4:40
  All
• 4:40
  right,
• 4:40
  in
• 4:40
  this
• 4:40
  week's
• 4:41
  Fast5,
• 4:41
  we've
• 4:41
  got
• 4:41
  news
• 4:42
  on
• 4:42
  whatnot,
• 4:43
  the
• 4:43
  $5
• 4:44
  billion
• 4:44
  shopping
• 4:45
  app
• 4:45
  you
• 4:45
  probably
• 4:45
  have
• 4:46
  never
• 4:46
  heard
• 4:46
  of.
• 4:47
  Walmart
• 4:47
  equipping
• 4:48
  its
• 4:48
  store
• 4:48
  associates
• 4:48
  with
• 4:49
  mobile
• 4:49
  AI
• 4:49
  tools,
• 4:50
  HEB
• 4:51
  piloting
• 4:51
  autonomous
• 4:52
  deliveries
• 4:52
  in
• 4:52
  Austin,
• 4:53
  Texas,
• 4:54
  Amazon
• 4:54
  testing
• 4:55
  tighter
• 4:55
  grocery
• 4:56
  bundling
• 4:56
  for
• 4:56
  same
• 4:56
  day
• 4:57
  deliveries.
• 4:57
  And
• 4:58
  AWS's
• 4:59
  Denle
• 4:59
  Stropa
• 5:00
  stops
• 5:00
  by
• 5:01
  to
• 5:01
  help
• 5:01
  us
• 5:01
  hand
• 5:01
  out
• 5:01
  a
• 5:02
  new
• 5:02
  award
• 5:02
  we
• 5:02
  are
• 5:02
  giving
• 5:03
  out
• 5:03
  each
• 5:03
  month
• 5:04
  in
• 5:04
  partnership
• 5:04
  with
• 5:04
  aws.
• 5:05
  And
• 5:05
  we
• 5:05
  are
• 5:06
  calling
• 5:06
  it
• 5:06
  the
• 5:06
  Retail
• 5:07
  Startup
• 5:07
  of
• 5:07
  the
• 5:08
  Month,
• 5:08
  which
• 5:08
  we'll
• 5:09
  be
• 5:09
  announcing
• 5:09
  right
• 5:10
  between
• 5:10
  headlines
• 5:11
  three
• 5:11
  and
• 5:11
  four.
• 5:12
  So
• 5:12
  wait
• 5:12
  around
• 5:12
  for
• 5:12
  that,
• 5:13
  everybody.
• 5:13
  But
• 5:13
  we
• 5:14
  begin
• 5:14
  today
• 5:14
  with
• 5:14
  big
• 5:15
  news
• 5:15
  out
• 5:15
  of
• 5:15
  Spartan
• 5:16
  Nash.
• 5:16
  And
• 5:17
  that's
• 5:17
  right,
• 5:17
  Chris.
• 5:18
  Spartan
• 5:18
  Ash
• 5:18
  is
• 5:18
  merging
• 5:19
  with
• 5:19
  CNS
• 5:20
  Wholesale
• 5:21
  Grocers.
• 5:21
  According
• 5:21
  to
• 5:22
  Progressive
• 5:22
  Grocer,
• 5:23
  CNS
• 5:23
  Wholesale
• 5:24
  Grocers
• 5:24
  LLC
• 5:25
  and
• 5:25
  Spartan
• 5:25
  Ash
• 5:26
  Co.
• 5:26
  Have
• 5:26
  entered
• 5:26
  into
• 5:27
  a
• 5:27
  definitive
• 5:27
  merger
• 5:28
  agreement
• 5:29
  under
• 5:29
  which
• 5:29
  CNS
• 5:30
  will
• 5:30
  acquire
• 5:31
  Spartan
• 5:31
  Ash
• 5:31
  for
• 5:31
  a
• 5:32
  purchase
• 5:32
  price
• 5:32
  of
• 5:32
  $26.90
• 5:34
  per
• 5:35
  share
• 5:35
  of
• 5:36
  Spartan
• 5:36
  Nash
• 5:37
  common
• 5:37
  stock
• 5:38
  in
• 5:38
  cash,
• 5:38
  representing
• 5:39
  total
• 5:40
  consideration
• 5:41
  of
• 5:41
  1.77
• 5:42
  billion,
• 5:43
  including
• 5:44
  assumed
• 5:44
  net
• 5:45
  debt.
• 5:45
  The
• 5:45
  transaction
• 5:46
  price
• 5:46
  represents
• 5:47
  a
• 5:47
  52.5%
• 5:48
  premium
• 5:49
  over
• 5:49
  SP
• 5:50
  Nash's
• 5:50
  closing
• 5:51
  price
• 5:51
  on
• 5:51
  June
• 5:52
  20th.
• 5:52
  Chris,
• 5:53
  do
• 5:53
  you
• 5:53
  think
• 5:53
  the
• 5:54
  rationale
• 5:54
  is
• 5:55
  behind
• 5:56
  the
• 5:56
  Spartan
• 5:57
  Nash?
• 5:58
  Chris?
• 5:58
  Sorry,
• 5:59
  what?
• 5:59
  Do
• 5:59
  you
• 5:59
  think
• 6:00
  the
• 6:00
  rationale
• 6:00
  is
• 6:01
  behind
• 6:01
  the
• 6:02
  Spartan
• 6:02
  Nash
• 6:02
  and
• 6:03
  CNS
• 6:03
  merger?
• 6:04
  Man,
• 6:05
  I
• 6:05
  mean,
• 6:05
  for
• 6:05
  me,
• 6:06
  you
• 6:06
  know,
• 6:06
  I
• 6:06
  don't
• 6:07
  have
• 6:07
  too
• 6:07
  much
• 6:07
  to
• 6:07
  say
• 6:07
  on
• 6:07
  this
• 6:08
  topic,
• 6:08
  even
• 6:08
  though
• 6:08
  it's
• 6:08
  a
• 6:08
  big
• 6:09
  headline
• 6:09
  for
• 6:09
  the
• 6:09
  week.
• 6:09
  You
• 6:10
  know,
• 6:10
  probably
• 6:10
  the
• 6:10
  biggest
• 6:10
  one
• 6:10
  of
• 6:11
  the
• 6:11
  week,
• 6:11
  without
• 6:11
  a
• 6:11
  doubt
• 6:11
  is,
• 6:12
  I
• 6:12
  mean,
• 6:12
  it's
• 6:12
  gotta
• 6:12
  be
• 6:12
  scale,
• 6:13
  it's
• 6:13
  gotta
• 6:13
  be
• 6:14
  the
• 6:14
  rationale.
• 6:14
  There's
• 6:14
  always
• 6:14
  strength
• 6:15
  in
• 6:15
  numbers.
• 6:16
  The
• 6:16
  grocery
• 6:17
  business
• 6:17
  continues
• 6:17
  to
• 6:18
  feel
• 6:18
  pressure
• 6:18
  on
• 6:18
  all
• 6:19
  sides.
• 6:19
  You
• 6:20
  have
• 6:20
  two
• 6:20
  entities
• 6:21
  basically
• 6:21
  with
• 6:21
  similar
• 6:21
  value
• 6:22
  propositions,
• 6:22
  both
• 6:23
  being
• 6:23
  wholesalers.
• 6:24
  And
• 6:24
  so,
• 6:24
  you
• 6:24
  know,
• 6:25
  there's
• 6:25
  going
• 6:25
  to
• 6:25
  be
• 6:25
  operational
• 6:26
  synergies
• 6:26
  from
• 6:27
  this.
• 6:27
  This
• 6:27
  isn't
• 6:27
  like
• 6:27
  your
• 6:27
  typical
• 6:28
  merger
• 6:29
  acquisition
• 6:29
  where
• 6:29
  you
• 6:29
  kind
• 6:30
  of
• 6:30
  have
• 6:30
  to
• 6:30
  jump
• 6:30
  through
• 6:30
  a
• 6:30
  lot
• 6:31
  of
• 6:31
  hoops
• 6:31
  to
• 6:31
  find
• 6:31
  out
• 6:32
  where
• 6:32
  the
• 6:32
  value
• 6:32
  is.
• 6:33
  So,
• 6:33
  I
• 6:33
  mean,
• 6:34
  the
• 6:34
  number,
• 6:34
  it's
• 6:34
  telling
• 6:35
  you
• 6:35
  the
• 6:35
  numbers.
• 6:35
  I
• 6:35
  want
• 6:35
  to
• 6:35
  make
• 6:36
  sure
• 6:36
  I
• 6:36
  get
• 6:36
  this
• 6:36
  right.
• 6:36
  In
• 6:36
  the
• 6:36
  article,
• 6:37
  it
• 6:37
  said
• 6:37
  that
• 6:37
  they've
• 6:37
  got
• 6:37
  approximately
• 6:39
  10,
• 6:39
  they
• 6:39
  will
• 6:40
  service
• 6:40
  approximately
• 6:40
  10,000
• 6:41
  retail
• 6:42
  locations.
• 6:43
  So
• 6:43
  that's
• 6:43
  a
• 6:43
  pretty
• 6:43
  big
• 6:44
  operation
• 6:44
  at
• 6:45
  this
• 6:45
  stage
• 6:45
  in
• 6:45
  the
• 6:45
  game.
• 6:46
  And
• 6:46
  the
• 6:46
  wholesale
• 6:47
  game
• 6:47
  is
• 6:47
  all
• 6:47
  about
• 6:48
  price
• 6:48
  and
• 6:48
  the
• 6:48
  level
• 6:48
  of
• 6:49
  service
• 6:49
  that
• 6:49
  you
• 6:49
  can
• 6:50
  provide.
• 6:50
  So
• 6:51
  the
• 6:51
  deal
• 6:51
  net
• 6:52
  net
• 6:52
  should
• 6:52
  be
• 6:52
  able
• 6:52
  to
• 6:53
  provide
• 6:53
  CNS
• 6:54
  and
• 6:54
  Spartan
• 6:55
  Nash's
• 6:55
  customers
• 6:56
  with
• 6:56
  better
• 6:57
  prices
• 6:57
  and
• 6:57
  hopefully
• 6:57
  better
• 6:58
  execute
• 6:59
  operational
• 6:59
  execution
• 7:00
  over
• 7:00
  time
• 7:00
  too.
• 7:00
  So
• 7:01
  that's,
• 7:01
  that's
• 7:01
  my
• 7:01
  take.
• 7:01
  It's
• 7:01
  just
• 7:02
  purely
• 7:02
  about
• 7:02
  scale.
• 7:02
  Yeah.
• 7:03
  What
• 7:03
  do
• 7:03
  you
• 7:03
  think
• 7:03
  though?
• 7:03
  I
• 7:03
  think
• 7:04
  that
• 7:04
  the
• 7:04
  they've
• 7:05
  got
• 7:05
  to
• 7:05
  be
• 7:05
  both
• 7:06
  Spartan
• 7:06
  Nash
• 7:07
  and
• 7:07
  CNS
• 7:07
  have
• 7:07
  got
• 7:08
  to
• 7:08
  be
• 7:08
  facing
• 7:09
  increasing
• 7:09
  pressure
• 7:10
  from
• 7:10
  the
• 7:10
  regional
• 7:11
  and
• 7:11
  independent
• 7:12
  grocery
• 7:12
  stores
• 7:12
  that
• 7:12
  they
• 7:13
  support
• 7:14
  because
• 7:14
  those
• 7:15
  regionals
• 7:15
  are
• 7:16
  not
• 7:16
  able
• 7:17
  to
• 7:17
  withstand
• 7:18
  things
• 7:18
  like
• 7:18
  tariffs,
• 7:19
  things
• 7:19
  like
• 7:19
  constantly
• 7:20
  fluctuating
• 7:21
  prices.
• 7:21
  The
• 7:22
  way
• 7:22
  that
• 7:22
  some
• 7:22
  of
• 7:22
  the
• 7:23
  larger
• 7:23
  players
• 7:23
  in
• 7:24
  their
• 7:24
  same
• 7:24
  markets,
• 7:25
  the
• 7:25
  larger
• 7:25
  competitors
• 7:26
  like
• 7:26
  a
• 7:26
  Walmart
• 7:27
  or
• 7:27
  like
• 7:27
  Albertsons
• 7:28
  Kroger,
• 7:29
  they
• 7:29
  don't
• 7:30
  have
• 7:30
  those
• 7:30
  advantages.
• 7:30
  And
• 7:31
  so
• 7:31
  for
• 7:31
  them
• 7:31
  to
• 7:32
  stay
• 7:32
  competitive,
• 7:33
  these
• 7:33
  independent
• 7:33
  and
• 7:33
  regional
• 7:34
  grocers,
• 7:34
  they're
• 7:35
  going
• 7:35
  to
• 7:35
  need
• 7:35
  to
• 7:36
  gain
• 7:37
  efficiencies
• 7:38
  and
• 7:38
  lower
• 7:39
  costs
• 7:39
  wherever
• 7:40
  they
• 7:40
  can.
• 7:40
  So
• 7:40
  I
• 7:40
  think
• 7:40
  that's
• 7:41
  really
• 7:41
  what's
• 7:42
  probably
• 7:42
  driving
• 7:43
  this.
• 7:44
  And
• 7:45
  I
• 7:45
  just,
• 7:45
  I
• 7:45
  hope
• 7:45
  that
• 7:46
  it's
• 7:46
  as
• 7:46
  written
• 7:47
  that
• 7:47
  this
• 7:48
  is
• 7:48
  really
• 7:48
  doing
• 7:49
  just
• 7:49
  that
• 7:49
  that's
• 7:50
  helping
• 7:50
  bring
• 7:50
  down
• 7:50
  prices
• 7:51
  for
• 7:52
  those
• 7:52
  independent
• 7:52
  grocers
• 7:53
  and
• 7:53
  their
• 7:53
  customers
• 7:54
  and
• 7:54
  that
• 7:55
  this
• 7:55
  will
• 7:55
  work
• 7:55
  as
• 7:56
  as
• 7:56
  planned.
• 7:57
  Yeah,
• 7:57
  it's
• 7:57
  a
• 7:57
  great
• 7:57
  point.
• 7:58
  Now
• 7:58
  to
• 7:58
  your
• 7:59
  I
• 7:59
  think
• 7:59
  what
• 7:59
  you're
• 8:00
  implicitly
• 8:00
  saying
• 8:01
  there
• 8:01
  too
• 8:01
  is
• 8:01
  like,
• 8:01
  does
• 8:01
  it
• 8:02
  stave
• 8:02
  off
• 8:02
  the
• 8:02
  continued
• 8:03
  grab
• 8:03
  of
• 8:03
  share
• 8:04
  by
• 8:04
  the
• 8:04
  big
• 8:04
  guys
• 8:05
  from
• 8:05
  the
• 8:05
  regional
• 8:05
  grocers?
• 8:06
  Time
• 8:07
  will
• 8:07
  tell.
• 8:07
  It's
• 8:07
  a
• 8:07
  big
• 8:07
  question.
• 8:08
  But
• 8:08
  the
• 8:08
  other
• 8:08
  thing
• 8:08
  about
• 8:08
  the
• 8:08
  regional
• 8:09
  grocers
• 8:09
  is
• 8:10
  they
• 8:10
  don't
• 8:10
  have
• 8:10
  the
• 8:10
  ability
• 8:10
  to
• 8:11
  go
• 8:11
  direct
• 8:11
  with
• 8:11
  their
• 8:12
  own
• 8:12
  distribution
• 8:12
  like
• 8:13
  the
• 8:13
  big
• 8:13
  guys
• 8:13
  do.
• 8:13
  So,
• 8:14
  you
• 8:14
  know,
• 8:14
  they
• 8:14
  need
• 8:15
  companies
• 8:15
  like
• 8:15
  CNS
• 8:16
  and
• 8:16
  Spartan
• 8:16
  Ash
• 8:17
  to
• 8:17
  thrive
• 8:18
  and
• 8:18
  survive.
• 8:18
  So,
• 8:19
  you
• 8:19
  know,
• 8:19
  hopefully
• 8:19
  this
• 8:19
  makes
• 8:19
  sense.
• 8:20
  All
• 8:20
  right,
• 8:22
  all
• 8:22
  right.
• 8:22
  Headline
• 8:22
  number
• 8:23
  two.
• 8:24
  This
• 8:24
  one
• 8:25
  is
• 8:25
  all
• 8:25
  about
• 8:26
  the
• 8:26
  wildly
• 8:27
  entertaining
• 8:28
  FOMO
• 8:28
  inducing
• 8:29
  $5
• 8:29
  billion
• 8:30
  shopping
• 8:30
  app
• 8:30
  you've
• 8:30
  never
• 8:31
  heard
• 8:31
  of.
• 8:31
  And
• 8:31
  according
• 8:31
  to
• 8:32
  the
• 8:32
  friend
• 8:32
  of
• 8:32
  the
• 8:32
  show,
• 8:32
  Jason
• 8:33
  Del
• 8:33
  Rey
• 8:34
  at
• 8:34
  Fortune,
• 8:35
  this
• 8:35
  app
• 8:35
  is
• 8:35
  called
• 8:36
  Whatnot.
• 8:37
  Whatnot
• 8:37
  is
• 8:37
  a
• 8:37
  five
• 8:37
  year
• 8:38
  old
• 8:38
  shopping
• 8:38
  app
• 8:38
  that
• 8:39
  quietly
• 8:39
  climbed
• 8:40
  App
• 8:40
  Store
• 8:40
  charts
• 8:40
  as
• 8:41
  one
• 8:41
  of
• 8:41
  the
• 8:41
  leaders
• 8:41
  of
• 8:41
  the
• 8:42
  growing
• 8:42
  trend
• 8:43
  of
• 8:43
  live
• 8:43
  stream
• 8:44
  Commerce
• 8:44
  in
• 8:44
  the
• 8:44
  US
• 8:45
  and
• 8:45
  currently
• 8:45
  ranks
• 8:46
  inside
• 8:46
  the
• 8:46
  top
• 8:46
  15
• 8:47
  most
• 8:47
  popular
• 8:48
  free
• 8:48
  iPhone
• 8:49
  apps
• 8:49
  in
• 8:49
  the
• 8:49
  United
• 8:50
  States.
• 8:51
  Live
• 8:51
  streaming
• 8:51
  on
• 8:51
  Whatnot,
• 8:52
  as
• 8:52
  we
• 8:52
  are
• 8:52
  sure
• 8:52
  Omnitalk
• 8:53
  fans
• 8:53
  are
• 8:54
  aware,
• 8:54
  offers
• 8:54
  a
• 8:55
  new
• 8:55
  spin
• 8:55
  on
• 8:55
  QVC
• 8:56
  and
• 8:56
  HSN
• 8:57
  cable
• 8:57
  TV
• 8:57
  shopping
• 8:58
  channels
• 8:58
  of
• 8:58
  yesteryear,
• 8:59
  marrying
• 9:00
  some
• 9:00
  of
• 9:00
  the
• 9:00
  auction
• 9:01
  model
• 9:01
  and
• 9:01
  enthusiast
• 9:02
  appeal
• 9:02
  of
• 9:02
  ebay
• 9:03
  with
• 9:03
  the
• 9:03
  camaraderie
• 9:04
  and
• 9:04
  communal
• 9:05
  viewing
• 9:05
  and
• 9:05
  euphoria
• 9:06
  of
• 9:06
  Twitch.
• 9:07
  Wow.
• 9:08
  Merchants
• 9:08
  on
• 9:08
  Whatnot
• 9:09
  sold
• 9:09
  a
• 9:09
  combined
• 9:09
  $3
• 9:10
  billion
• 9:10
  in
• 9:11
  goods
• 9:11
  in
• 9:10
  2024,
• 9:12
  mainly
• 9:12
  in
• 9:12
  collectible
• 9:13
  categories
• 9:13
  like
• 9:14
  trading
• 9:14
  Cards
• 9:14
  and
• 9:15
  sports
• 9:15
  cards,
• 9:16
  but
• 9:16
  also
• 9:16
  in
• 9:17
  fast
• 9:17
  growing
• 9:17
  verticals
• 9:18
  like
• 9:18
  women's
• 9:18
  fashion
• 9:19
  and
• 9:19
  sneakers
• 9:19
  too.
• 9:20
  The
• 9:20
  startup,
• 9:21
  while
• 9:21
  still
• 9:21
  unprofitable,
• 9:22
  is
• 9:22
  also
• 9:23
  forecasting
• 9:23
  more
• 9:23
  than
• 9:24
  $6
• 9:24
  billion
• 9:25
  in
• 9:25
  gross
• 9:25
  merchandise
• 9:26
  volume
• 9:26
  in
• 9:24
  2025.
• 9:28
  So
• 9:28
  doubling
• 9:29
  the
• 9:29
  business
• 9:29
  or
• 9:30
  like
• 9:30
  I
• 9:30
  said,
• 9:30
  doubling
• 9:31
  the
• 9:31
  business
• 9:31
  in
• 9:31
  2024.
• 9:32
  And
• 9:33
  this
• 9:33
  is
• 9:33
  also
• 9:33
  the
• 9:33
  A
• 9:34
  M
• 9:34
  put
• 9:34
  you
• 9:34
  on
• 9:34
  the
• 9:34
  spot
• 9:35
  question.
• 9:35
  Okay.
• 9:36
  All
• 9:36
  right,
• 9:37
  you
• 9:37
  get
• 9:37
  this
• 9:37
  one
• 9:37
  this
• 9:37
  week.
• 9:38
  All
• 9:38
  right,
• 9:38
  here
• 9:39
  it
• 9:39
  is.
• 9:39
  Video
• 9:40
  commerce
• 9:41
  has
• 9:41
  done
• 9:41
  very
• 9:41
  well
• 9:42
  in
• 9:42
  China
• 9:42
  and
• 9:43
  is
• 9:43
  starting
• 9:43
  to
• 9:43
  get
• 9:43
  its
• 9:44
  legs
• 9:44
  in
• 9:44
  the
• 9:44
  US
• 9:45
  Has
• 9:45
  Whatnot
• 9:46
  specifically
• 9:47
  gained
• 9:47
  strong
• 9:47
  momentum
• 9:48
  because
• 9:48
  of
• 9:48
  its
• 9:48
  focus
• 9:48
  on
• 9:49
  collectibles
• 9:50
  which
• 9:50
  keeps
• 9:50
  it
• 9:51
  fairly
• 9:51
  niche?
• 9:52
  Or
• 9:52
  could
• 9:52
  it
• 9:52
  be
• 9:52
  the
• 9:53
  US
• 9:53
  is
• 9:53
  ready
• 9:53
  for
• 9:54
  well
• 9:54
  executed
• 9:54
  live
• 9:55
  video
• 9:55
  shopping
• 9:56
  experiences
• 9:56
  implying
• 9:57
  this
• 9:57
  is
• 9:57
  extendable
• 9:58
  to
• 9:58
  big
• 9:59
  brands
• 9:59
  and
• 9:59
  retailers?
• 10:00
  I
• 10:00
  think
• 10:01
  we're,
• 10:01
  we're
• 10:02
  absolutely
• 10:03
  in
• 10:03
  the
• 10:04
  niche
• 10:04
  and
• 10:05
  like
• 10:05
  for
• 10:05
  the
• 10:06
  now
• 10:06
  of
• 10:06
  video
• 10:06
  commerce,
• 10:07
  I
• 10:07
  think
• 10:07
  we're
• 10:07
  seeing
• 10:08
  this
• 10:08
  gain
• 10:08
  popularity
• 10:09
  in
• 10:10
  some
• 10:10
  of
• 10:10
  the
• 10:10
  markets
• 10:11
  that
• 10:11
  you
• 10:11
  talked
• 10:11
  about,
• 10:12
  you
• 10:12
  know,
• 10:12
  collectibles.
• 10:13
  I,
• 10:14
  we're
• 10:14
  starting
• 10:14
  to
• 10:15
  see
• 10:15
  a
• 10:15
  ton
• 10:15
  of
• 10:17
  like
• 10:17
  luxury
• 10:17
  consignment.
• 10:18
  Independent
• 10:19
  retailers
• 10:20
  starting
• 10:20
  to
• 10:20
  spin
• 10:20
  up
• 10:21
  video
• 10:21
  commerce
• 10:22
  because
• 10:22
  it
• 10:22
  gives
• 10:23
  people
• 10:23
  that
• 10:23
  confidence
• 10:24
  in
• 10:24
  the
• 10:24
  purchase.
• 10:24
  Like
• 10:25
  video
• 10:25
  can
• 10:25
  that.
• 10:26
  No,
• 10:26
  like
• 10:27
  a
• 10:27
  single
• 10:27
  post
• 10:28
  on,
• 10:28
  you
• 10:28
  know
• 10:28
  of
• 10:28
  a
• 10:28
  picture
• 10:29
  of
• 10:29
  a
• 10:29
  trading
• 10:29
  card
• 10:30
  or
• 10:30
  a
• 10:30
  picture
• 10:31
  of
• 10:31
  a
• 10:31
  Louis
• 10:32
  Vuitton
• 10:32
  handbag.
• 10:32
  Like
• 10:33
  it
• 10:33
  can't,
• 10:33
  you
• 10:33
  can't
• 10:33
  do
• 10:34
  the
• 10:34
  same
• 10:34
  kind
• 10:34
  of
• 10:35
  business
• 10:35
  when
• 10:35
  you
• 10:36
  just
• 10:36
  have
• 10:36
  a
• 10:36
  static
• 10:36
  image.
• 10:37
  So
• 10:37
  yes,
• 10:37
  yes,
• 10:37
  I
• 10:37
  absolutely
• 10:38
  think
• 10:38
  Whatnot's
• 10:39
  finding
• 10:39
  success
• 10:40
  because
• 10:40
  of
• 10:40
  the
• 10:41
  niche
• 10:41
  markets
• 10:41
  now.
• 10:42
  But
• 10:42
  what
• 10:42
  I
• 10:42
  think
• 10:43
  about
• 10:44
  as
• 10:44
  we
• 10:44
  think
• 10:44
  about
• 10:45
  the
• 10:45
  future,
• 10:45
  what
• 10:45
  A&M's
• 10:46
  asking
• 10:46
  about
• 10:47
  when
• 10:47
  this
• 10:48
  hits
• 10:48
  more
• 10:48
  mass
• 10:49
  adoption
• 10:49
  in
• 10:49
  the
• 10:49
  U.S.
• 10:50
  i
• 10:50
  think
• 10:51
  it
• 10:51
  what's
• 10:51
  really
• 10:51
  important
• 10:52
  for
• 10:52
  retailers
• 10:53
  listening
• 10:53
  to
• 10:53
  focus
• 10:53
  on
• 10:54
  is
• 10:54
  what
• 10:54
  we
• 10:54
  talked
• 10:54
  to
• 10:54
  at
• 10:55
  Commerce
• 10:55
  next
• 10:55
  yesterday
• 10:56
  to
• 10:56
  Sarah
• 10:56
  Henry
• 10:57
  at
• 10:57
  Walmart,
• 10:57
  head
• 10:57
  of
• 10:57
  influencer
• 10:58
  and
• 10:58
  content
• 10:58
  marketing
• 10:59
  and
• 10:59
  then
• 10:59
  also
• 11:00
  the
• 11:01
  SVP
• 11:01
  of
• 11:02
  E
• 11:02
  Commerce
• 11:02
  and
• 11:02
  digital
• 11:03
  at
• 11:03
  cost
• 11:03
  was
• 11:04
  talking
• 11:04
  about
• 11:04
  how
• 11:05
  important
• 11:05
  it
• 11:05
  is
• 11:06
  to
• 11:06
  have
• 11:06
  these
• 11:07
  relationships
• 11:07
  with
• 11:08
  the
• 11:08
  content
• 11:08
  creators,
• 11:09
  but
• 11:09
  even
• 11:10
  more
• 11:10
  so
• 11:10
  to
• 11:10
  make
• 11:10
  sure
• 11:11
  that
• 11:11
  the
• 11:11
  platforms
• 11:12
  that
• 11:12
  these
• 11:12
  content
• 11:13
  creators
• 11:13
  are
• 11:13
  able
• 11:14
  to
• 11:14
  work
• 11:14
  on
• 11:15
  are
• 11:15
  easy
• 11:15
  for
• 11:15
  them
• 11:16
  to
• 11:16
  use.
• 11:16
  It
• 11:16
  gets
• 11:17
  them
• 11:17
  on
• 11:17
  camera
• 11:18
  and
• 11:18
  gets
• 11:18
  the
• 11:19
  product
• 11:19
  in
• 11:19
  front
• 11:20
  of
• 11:20
  people
• 11:20
  quickly,
• 11:22
  easily
• 11:22
  and
• 11:23
  there
• 11:23
  and
• 11:23
  also
• 11:23
  allows
• 11:24
  the
• 11:24
  customers
• 11:24
  to
• 11:24
  shop
• 11:25
  more
• 11:25
  easily
• 11:25
  from
• 11:26
  these
• 11:26
  platforms.
• 11:26
  That's
• 11:27
  what
• 11:27
  I'm
• 11:27
  focused
• 11:27
  on
• 11:28
  here
• 11:28
  with
• 11:28
  the
• 11:28
  popularity
• 11:29
  of
• 11:29
  the
• 11:29
  Whatnot
• 11:30
  app.
• 11:31
  Not
• 11:31
  so
• 11:31
  much
• 11:31
  like
• 11:32
  it's
• 11:32
  going
• 11:32
  to
• 11:32
  be
• 11:32
  everywhere
• 11:33
  and
• 11:33
  every
• 11:33
  retailer
• 11:34
  is
• 11:34
  going
• 11:34
  to
• 11:34
  be
• 11:34
  having
• 11:35
  live
• 11:35
  stream
• 11:35
  commerce
• 11:36
  right
• 11:36
  now.
• 11:36
  I
• 11:36
  think
• 11:36
  it's
• 11:37
  more
• 11:37
  about
• 11:37
  focusing
• 11:38
  that
• 11:38
  energy
• 11:39
  on
• 11:39
  how
• 11:39
  you're
• 11:39
  building
• 11:39
  the
• 11:40
  platform
• 11:40
  that's
• 11:41
  right
• 11:41
  to
• 11:41
  support
• 11:41
  you
• 11:42
  and
• 11:42
  your
• 11:42
  Customers.
• 11:42
  Do
• 11:43
  you
• 11:43
  think
• 11:43
  Whatnot
• 11:43
  will
• 11:43
  have
• 11:44
  success
• 11:44
  extending
• 11:45
  this
• 11:45
  into
• 11:45
  other
• 11:45
  categories
• 11:46
  beyond
• 11:46
  collectibles?
• 11:48
  I.
• 11:48
  I
• 11:49
  don't
• 11:49
  know
• 11:49
  that
• 11:49
  I
• 11:50
  see
• 11:50
  Whatnot
• 11:50
  doing
• 11:51
  that
• 11:51
  specifically.
• 11:52
  I
• 11:52
  think
• 11:52
  this
• 11:52
  is
• 11:52
  a
• 11:53
  great
• 11:53
  platform
• 11:53
  for
• 11:54
  them.
• 11:55
  I
• 11:55
  don't
• 11:55
  know
• 11:55
  that
• 11:56
  I
• 11:56
  see
• 11:56
  like
• 11:57
  a
• 11:58
  major
• 11:58
  retailer
• 11:59
  taking
• 11:59
  on
• 11:59
  the
• 11:59
  whatnot
• 12:00
  platform,
• 12:00
  though,
• 12:00
  or
• 12:01
  conducting
• 12:01
  business
• 12:02
  through
• 12:02
  this.
• 12:02
  I
• 12:02
  think
• 12:02
  they'll
• 12:03
  be
• 12:03
  much
• 12:03
  more
• 12:04
  focused
• 12:05
  on
• 12:05
  creating
• 12:05
  it
• 12:06
  themselves
• 12:06
  or
• 12:07
  working
• 12:07
  with
• 12:07
  a
• 12:07
  larger
• 12:08
  enterprise
• 12:08
  partner.
• 12:08
  What
• 12:09
  about
• 12:09
  the
• 12:09
  influencers,
• 12:09
  though?
• 12:09
  Do
• 12:10
  you
• 12:10
  think
• 12:10
  they
• 12:10
  could
• 12:10
  tap
• 12:11
  into
• 12:11
  the
• 12:11
  influencers
• 12:11
  like
• 12:11
  they're
• 12:12
  doing
• 12:12
  the
• 12:12
  collectibles
• 12:12
  market
• 12:13
  to
• 12:13
  get
• 12:14
  this
• 12:14
  into
• 12:14
  fashion,
• 12:15
  get
• 12:15
  this
• 12:15
  into
• 12:16
  accessories,
• 12:16
  shoe
• 12:17
  wear?
• 12:17
  All
• 12:17
  those
• 12:18
  things
• 12:18
  are
• 12:18
  starting
• 12:18
  to
• 12:18
  populate
• 12:19
  on
• 12:19
  the
• 12:19
  app.
• 12:19
  Do
• 12:19
  you
• 12:20
  that
• 12:20
  they'll
• 12:21
  be
• 12:21
  successful
• 12:21
  in
• 12:21
  that
• 12:21
  over
• 12:22
  the
• 12:22
  long
• 12:22
  run?
• 12:22
  I
• 12:22
  think.
• 12:23
  I
• 12:23
  think
• 12:23
  you'll
• 12:24
  see
• 12:24
  retailers
• 12:24
  trying
• 12:24
  to
• 12:25
  do
• 12:25
  it
• 12:25
  themselves.
• 12:25
  I
• 12:25
  don't
• 12:26
  see
• 12:26
  them.
• 12:26
  I
• 12:26
  really
• 12:27
  don't
• 12:27
  see.
• 12:28
  I
• 12:28
  think
• 12:28
  for
• 12:28
  a
• 12:29
  lot
• 12:29
  of
• 12:29
  retailers,
• 12:29
  they're
• 12:29
  still
• 12:30
  getting
• 12:30
  over
• 12:30
  the
• 12:30
  hurdle
• 12:31
  of,
• 12:31
  like,
• 12:31
  quality
• 12:31
  of
• 12:32
  content.
• 12:32
  And
• 12:32
  this
• 12:32
  is
• 12:33
  like,
• 12:33
  if
• 12:34
  you
• 12:34
  watch
• 12:34
  these
• 12:35
  live
• 12:35
  streams
• 12:35
  on
• 12:36
  whatnot,
• 12:36
  it's
• 12:36
  very
• 12:36
  raw.
• 12:37
  It's
• 12:37
  not
• 12:38
  very
• 12:38
  raw.
• 12:39
  There's
• 12:39
  a
• 12:39
  lot
• 12:39
  of
• 12:40
  these
• 12:40
  independent
• 12:41
  retailers
• 12:42
  that
• 12:42
  are
• 12:42
  doing
• 12:42
  this
• 12:42
  right
• 12:43
  now.
• 12:43
  And
• 12:43
  I
• 12:43
  think
• 12:43
  if
• 12:44
  I'm
• 12:44
  a
• 12:44
  brand
• 12:44
  and
• 12:44
  I'm
• 12:44
  looking
• 12:45
  at
• 12:45
  that,
• 12:45
  I
• 12:45
  want
• 12:45
  something
• 12:46
  that
• 12:46
  I
• 12:46
  have
• 12:46
  a
• 12:46
  little
• 12:46
  bit
• 12:47
  more
• 12:47
  control
• 12:47
  over.
• 12:47
  The
• 12:48
  look,
• 12:48
  the
• 12:48
  feel
• 12:49
  and
• 12:49
  the
• 12:50
  functionality
• 12:50
  of
• 12:51
  that
• 12:51
  particular
• 12:51
  app.
• 12:52
  But
• 12:52
  what
• 12:53
  are
• 12:53
  your
• 12:53
  thoughts?
• 12:53
  Yeah,
• 12:54
  I
• 12:54
  mean,
• 12:54
  my
• 12:54
  thoughts
• 12:54
  are.
• 12:54
  Which
• 12:54
  doesn't
• 12:55
  necessarily
• 12:55
  preclude
• 12:56
  what
• 12:56
  not
• 12:56
  what
• 12:57
  not
• 12:57
  from
• 12:57
  finding
• 12:58
  success
• 12:58
  in
• 12:58
  that
• 12:59
  arena.
• 12:59
  Think.
• 12:59
  You
• 13:00
  know,
• 13:00
  for
• 13:00
  me,
• 13:00
  I
• 13:00
  look
• 13:00
  at
• 13:00
  this
• 13:00
  kind
• 13:01
  of
• 13:01
  as
• 13:01
  eBay
• 13:01
  2.0
• 13:02
  in
• 13:03
  a
• 13:03
  lot
• 13:03
  of
• 13:03
  ways.
• 13:03
  And
• 13:03
  live
• 13:04
  streaming
• 13:04
  come
• 13:04
  to
• 13:04
  us.
• 13:05
  So,
• 13:05
  you
• 13:06
  know,
• 13:06
  I
• 13:06
  think,
• 13:06
  yes,
• 13:06
  the
• 13:06
  niche
• 13:07
  market
• 13:07
  for
• 13:07
  sure
• 13:07
  with
• 13:08
  collectibles
• 13:08
  is
• 13:08
  where
• 13:08
  it
• 13:09
  starts.
• 13:09
  And
• 13:09
  especially
• 13:09
  if
• 13:10
  you
• 13:10
  go
• 13:10
  back
• 13:10
  to
• 13:10
  the
• 13:10
  ebay
• 13:10
  analogy
• 13:11
  in
• 13:11
  the
• 13:11
  late
• 13:11
  90s.
• 13:12
  But,
• 13:12
  you
• 13:13
  know,
• 13:13
  ebay
• 13:13
  showed
• 13:13
  that
• 13:13
  you
• 13:13
  can
• 13:13
  go
• 13:14
  into
• 13:14
  other
• 13:14
  businesses
• 13:14
  too.
• 13:15
  And
• 13:15
  it's
• 13:15
  funny,
• 13:16
  I
• 13:16
  was.
• 13:16
  I
• 13:16
  was
• 13:17
  doom
• 13:17
  scrolling
• 13:18
  the
• 13:18
  other
• 13:18
  night
• 13:18
  and
• 13:19
  I
• 13:19
  found
• 13:19
  this
• 13:19
  clip
• 13:20
  of
• 13:20
  Phil
• 13:20
  Rosenthal,
• 13:21
  the
• 13:22
  creator
• 13:23
  of
• 13:23
  Everybody
• 13:23
  Loves
• 13:24
  Raymond.
• 13:24
  And
• 13:25
  Every
• 13:25
  and
• 13:25
  somebody
• 13:26
  feed
• 13:26
  Phil
• 13:26
  and
• 13:26
  somebody
• 13:27
  feed
• 13:27
  Phil.
• 13:27
  Yes.
• 13:28
  And
• 13:28
  he
• 13:28
  was
• 13:28
  talking
• 13:29
  to
• 13:29
  Simon
• 13:29
  Sinek
• 13:30
  and
• 13:30
  what
• 13:30
  he
• 13:30
  said
• 13:30
  in
• 13:30
  terms
• 13:31
  of
• 13:31
  one
• 13:31
  of
• 13:31
  his
• 13:31
  big,
• 13:32
  big
• 13:32
  lessons
• 13:33
  from
• 13:33
  developing
• 13:34
  content
• 13:34
  over
• 13:35
  the
• 13:35
  years
• 13:35
  was
• 13:36
  be
• 13:36
  as
• 13:36
  specific
• 13:37
  as
• 13:37
  you
• 13:37
  can
• 13:37
  be.
• 13:38
  Because
• 13:39
  when
• 13:39
  you
• 13:39
  try
• 13:39
  to
• 13:39
  be
• 13:39
  too
• 13:40
  generic
• 13:40
  and
• 13:40
  you
• 13:40
  try
• 13:40
  to
• 13:41
  appeal
• 13:41
  to
• 13:41
  the
• 13:41
  masses,
• 13:41
  you
• 13:42
  end
• 13:42
  up
• 13:42
  not
• 13:42
  meeting
• 13:42
  anyone's
• 13:43
  needs.
• 13:43
  You
• 13:43
  don't
• 13:43
  create
• 13:44
  any
• 13:44
  nostalgia
• 13:44
  in
• 13:44
  their
• 13:45
  minds.
• 13:45
  And
• 13:45
  I
• 13:45
  think
• 13:45
  that
• 13:46
  is
• 13:46
  essentially
• 13:47
  what
• 13:47
  Whatnot
• 13:48
  is
• 13:48
  hitting
• 13:48
  on
• 13:49
  here,
• 13:49
  is
• 13:49
  there's
• 13:49
  a
• 13:49
  very
• 13:49
  specific
• 13:50
  niche
• 13:51
  across
• 13:52
  every
• 13:52
  category
• 13:52
  of
• 13:53
  people
• 13:53
  that
• 13:53
  are
• 13:53
  just
• 13:53
  enthusiastic
• 13:54
  about
• 13:55
  the
• 13:55
  products.
• 13:56
  So
• 13:56
  that
• 13:56
  makes
• 13:56
  me
• 13:57
  actually
• 13:57
  think
• 13:57
  that
• 13:57
  they
• 13:58
  could
• 13:58
  have
• 13:58
  success
• 13:58
  in
• 13:59
  the
• 13:59
  long
• 13:59
  run
• 13:59
  continuing
• 14:00
  to
• 14:00
  extend
• 14:01
  this
• 14:01
  out
• 14:01
  if
• 14:02
  they
• 14:02
  allow
• 14:02
  it
• 14:02
  to
• 14:02
  be
• 14:03
  organic
• 14:03
  and
• 14:03
  natural
• 14:04
  and
• 14:04
  authentic
• 14:04
  to
• 14:04
  the
• 14:05
  way
• 14:05
  it
• 14:05
  has
• 14:05
  been
• 14:05
  with
• 14:05
  collectibles.
• 14:06
  You
• 14:06
  know,
• 14:06
  I,
• 14:06
  you
• 14:07
  know,
• 14:07
  this,
• 14:07
  it's,
• 14:08
  it's
• 14:08
  not
• 14:08
  that
• 14:08
  dissimilar
• 14:09
  to,
• 14:09
  you
• 14:09
  know,
• 14:10
  what's
• 14:10
  happening
• 14:10
  on
• 14:10
  TikTok
• 14:11
  in
• 14:11
  a
• 14:11
  lot
• 14:11
  of
• 14:11
  ways,
• 14:11
  just
• 14:11
  a
• 14:12
  different
• 14:12
  platform.
• 14:13
  So,
• 14:13
  you
• 14:13
  know,
• 14:14
  where
• 14:14
  does
• 14:14
  this
• 14:15
  all
• 14:15
  congeal
• 14:15
  in
• 14:15
  the
• 14:15
  long
• 14:15
  run?
• 14:16
  It's
• 14:16
  hard
• 14:16
  to
• 14:16
  say,
• 14:16
  but
• 14:17
  I
• 14:17
  don't
• 14:17
  see
• 14:17
  them
• 14:18
  slowing
• 14:18
  down
• 14:18
  really,
• 14:19
  given
• 14:19
  those
• 14:19
  numbers.
• 14:19
  Those
• 14:20
  numbers
• 14:20
  are
• 14:20
  crazy
• 14:20
  too.
• 14:21
  The
• 14:21
  numbers
• 14:21
  are
• 14:22
  impressive,
• 14:22
  I
• 14:22
  think,
• 14:23
  I
• 14:23
  think
• 14:23
  it
• 14:23
  gets
• 14:24
  back
• 14:24
  to
• 14:24
  also,
• 14:25
  like,
• 14:25
  where
• 14:26
  are
• 14:26
  you
• 14:26
  and
• 14:27
  where
• 14:27
  are
• 14:27
  you
• 14:27
  heading
• 14:27
  to
• 14:28
  the
• 14:28
  platform?
• 14:28
  Like,
• 14:29
  we're
• 14:29
  seeing
• 14:29
  a
• 14:29
  lot
• 14:29
  of
• 14:29
  buzz
• 14:30
  with
• 14:30
  this,
• 14:31
  you
• 14:31
  know,
• 14:31
  because
• 14:32
  it's
• 14:32
  new
• 14:32
  and
• 14:33
  newish
• 14:34
  and
• 14:34
  upcoming.
• 14:35
  But
• 14:35
  are
• 14:35
  people
• 14:35
  going
• 14:36
  to
• 14:36
  download
• 14:36
  another
• 14:36
  app
• 14:37
  or
• 14:37
  is
• 14:37
  this
• 14:38
  stuff
• 14:38
  going
• 14:38
  to
• 14:38
  move
• 14:38
  to
• 14:39
  TikTok
• 14:39
  or,
• 14:40
  you
• 14:40
  know,
• 14:40
  even
• 14:41
  or
• 14:41
  to
• 14:41
  other
• 14:41
  retailers
• 14:42
  platforms
• 14:43
  where
• 14:43
  they're,
• 14:43
  they're
• 14:43
  able
• 14:44
  to
• 14:44
  take
• 14:44
  this
• 14:44
  content
• 14:45
  and
• 14:45
  project
• 14:45
  them
• 14:45
  into
• 14:45
  those
• 14:46
  social
• 14:46
  feeds
• 14:47
  that
• 14:47
  people
• 14:47
  are
• 14:47
  already
• 14:47
  spending
• 14:48
  time
• 14:48
  in.
• 14:48
  Like,
• 14:49
  that's
• 14:49
  where
• 14:49
  I
• 14:49
  think
• 14:49
  the
• 14:50
  real
• 14:50
  hurdle
• 14:50
  is
• 14:50
  for
• 14:50
  me
• 14:51
  and
• 14:51
  as
• 14:51
  a
• 14:51
  brand,
• 14:51
  I'd
• 14:52
  be
• 14:52
  focused
• 14:52
  on
• 14:52
  how
• 14:53
  do
• 14:53
  I
• 14:53
  create
• 14:53
  this
• 14:54
  content
• 14:54
  in
• 14:54
  one
• 14:55
  and
• 14:55
  then
• 14:55
  distribute
• 14:56
  it
• 14:56
  out
• 14:56
  to
• 14:56
  places
• 14:56
  where
• 14:56
  people
• 14:57
  already
• 14:57
  are.
• 14:58
  So
• 14:59
  that's
• 14:59
  where
• 14:59
  I
• 14:59
  think
• 14:59
  the
• 15:00
  success
• 15:00
  of,
• 15:01
  of
• 15:01
  the
• 15:01
  live
• 15:01
  streaming
• 15:02
  or
• 15:02
  the
• 15:03
  proliferation
• 15:03
  of
• 15:04
  live
• 15:04
  streaming
• 15:04
  in
• 15:04
  the
• 15:05
  US
• 15:05
  is
• 15:05
  going
• 15:05
  to
• 15:05
  continue.
• 15:06
  But
• 15:07
  all
• 15:07
  right,
• 15:08
  let's
• 15:08
  go
• 15:08
  to
• 15:08
  headline
• 15:09
  number
• 15:09
  three.
• 15:10
  Walmart
• 15:11
  is
• 15:11
  equipping
• 15:12
  its
• 15:13
  store
• 15:13
  associates
• 15:14
  with
• 15:14
  mobile
• 15:14
  AI
• 15:15
  tools.
• 15:15
  According
• 15:16
  to
• 15:16
  ChainStorage,
• 15:17
  the
• 15:17
  discount
• 15:17
  giant
• 15:18
  is
• 15:18
  providing
• 15:18
  a
• 15:18
  new
• 15:18
  suite
• 15:19
  of
• 15:19
  AI
• 15:19
  tools
• 15:20
  to
• 15:20
  store
• 15:20
  employees
• 15:20
  via
• 15:21
  its
• 15:21
  associate
• 15:21
  app.
• 15:22
  Initially
• 15:22
  available
• 15:23
  for
• 15:23
  overnight
• 15:24
  stocking,
• 15:24
  this
• 15:24
  technology
• 15:25
  is
• 15:25
  designed
• 15:26
  to
• 15:26
  provide
• 15:26
  associates
• 15:27
  with
• 15:27
  clear
• 15:27
  guidance
• 15:27
  on
• 15:28
  where
• 15:28
  to
• 15:28
  focus
• 15:28
  their
• 15:29
  efforts.
• 15:29
  Based
• 15:30
  on
• 15:30
  early
• 15:30
  results,
• 15:31
  Walmart
• 15:31
  says
• 15:31
  its
• 15:32
  team
• 15:32
  leads
• 15:32
  and
• 15:32
  store
• 15:33
  managers
• 15:33
  estimate
• 15:34
  that
• 15:34
  the
• 15:34
  AI
• 15:34
  solution
• 15:35
  has
• 15:35
  reduced
• 15:35
  the
• 15:36
  the
• 15:36
  time
• 15:37
  team
• 15:37
  leads
• 15:37
  spend
• 15:38
  Planning
• 15:38
  shifts
• 15:39
  from
• 15:39
  90
• 15:39
  minutes
• 15:40
  down
• 15:40
  to
• 15:40
  30
• 15:41
  minutes.
• 15:41
  The
• 15:42
  suite
• 15:42
  is
• 15:42
  now
• 15:42
  in
• 15:42
  pilot
• 15:43
  for
• 15:43
  other
• 15:43
  shifts
• 15:44
  in
• 15:44
  select
• 15:45
  locations.
• 15:45
  Chris,
• 15:46
  are
• 15:46
  you
• 15:46
  pro
• 15:47
  or
• 15:47
  con
• 15:47
  Walmart
• 15:48
  deploying
• 15:48
  mobile
• 15:49
  AI
• 15:49
  to
• 15:49
  help
• 15:50
  with
• 15:50
  restocking?
• 15:51
  Oh,
• 15:51
  a
• 15:51
  hundred
• 15:52
  percent.
• 15:52
  A
• 15:52
  hundred
• 15:52
  percent.
• 15:52
  And
• 15:53
  it
• 15:53
  and
• 15:53
  particularly
• 15:54
  overnight
• 15:54
  restocking
• 15:55
  too,
• 15:55
  because,
• 15:55
  you
• 15:55
  know,
• 15:56
  having
• 15:56
  been
• 15:56
  a
• 15:56
  store
• 15:56
  manager,
• 15:57
  the
• 15:57
  one
• 15:57
  thing
• 15:57
  I
• 15:57
  can
• 15:57
  tell
• 15:57
  you,
• 15:57
  if
• 15:57
  you've
• 15:58
  got
• 15:58
  a
• 15:58
  store
• 15:58
  that's
• 15:58
  running
• 15:58
  an
• 15:58
  overnight
• 15:59
  logistics
• 15:59
  process,
• 16:00
  that
• 16:01
  is
• 16:01
  the
• 16:01
  number
• 16:01
  one
• 16:01
  thing
• 16:01
  you
• 16:02
  have
• 16:02
  to
• 16:02
  get
• 16:02
  right
• 16:02
  in
• 16:03
  that
• 16:03
  store.
• 16:03
  If
• 16:03
  it
• 16:04
  gets
• 16:04
  wrong,
• 16:05
  you
• 16:05
  can
• 16:05
  be
• 16:05
  backed
• 16:05
  up
• 16:06
  for
• 16:06
  days,
• 16:06
  months,
• 16:07
  you
• 16:07
  can
• 16:07
  even
• 16:07
  be
• 16:07
  backed
• 16:08
  up
• 16:08
  for
• 16:08
  years.
• 16:08
  Quite
• 16:09
  honestly.
• 16:09
  And
• 16:09
  until
• 16:09
  you
• 16:09
  get
• 16:10
  somebody
• 16:10
  in
• 16:10
  there
• 16:10
  that
• 16:10
  fixes
• 16:11
  the
• 16:11
  whole
• 16:11
  process
• 16:11
  and
• 16:12
  overhauls
• 16:12
  everything
• 16:13
  so,
• 16:13
  you
• 16:13
  know,
• 16:13
  as
• 16:14
  a
• 16:14
  place
• 16:14
  to
• 16:14
  test
• 16:15
  this
• 16:15
  and
• 16:16
  really
• 16:16
  work
• 16:16
  out
• 16:17
  the
• 16:17
  kinks,
• 16:17
  I
• 16:17
  think
• 16:18
  a
• 16:18
  hundred
• 16:18
  percent
• 16:18
  makes
• 16:19
  sense
• 16:19
  and
• 16:19
  I
• 16:20
  give
• 16:20
  kudos
• 16:20
  to
• 16:20
  Walmart
• 16:21
  for
• 16:21
  trying
• 16:21
  it.
• 16:22
  So
• 16:22
  I
• 16:22
  think
• 16:22
  what,
• 16:22
  what
• 16:23
  I
• 16:23
  think
• 16:23
  is
• 16:23
  impressive
• 16:24
  here
• 16:24
  is
• 16:24
  when
• 16:24
  you
• 16:24
  think
• 16:24
  about
• 16:25
  when
• 16:25
  you
• 16:25
  have
• 16:25
  an
• 16:26
  extra
• 16:26
  hour
• 16:26
  for
• 16:27
  a
• 16:27
  team
• 16:27
  lead.
• 16:27
  Now
• 16:27
  we
• 16:28
  don't
• 16:28
  know
• 16:28
  if
• 16:28
  that's
• 16:29
  an
• 16:29
  hour
• 16:29
  a
• 16:29
  day,
• 16:29
  an
• 16:30
  hour
• 16:30
  per
• 16:30
  week,
• 16:30
  three
• 16:31
  hours
• 16:31
  per
• 16:31
  week,
• 16:31
  but
• 16:32
  I
• 16:32
  think
• 16:32
  when
• 16:32
  you
• 16:32
  think
• 16:33
  about
• 16:33
  where
• 16:33
  that
• 16:33
  team
• 16:34
  lead
• 16:34
  can
• 16:34
  now
• 16:34
  be
• 16:35
  focusing
• 16:35
  their
• 16:35
  time
• 16:36
  one
• 16:36
  on
• 16:37
  their
• 16:37
  associates
• 16:37
  and
• 16:38
  just
• 16:38
  checking
• 16:38
  in
• 16:39
  on
• 16:39
  the
• 16:39
  health
• 16:39
  and
• 16:39
  well
• 16:40
  being
• 16:40
  of
• 16:40
  their
• 16:40
  associates,
• 16:41
  how
• 16:41
  are
• 16:41
  things
• 16:41
  going?
• 16:42
  How
• 16:42
  much
• 16:42
  more
• 16:42
  can
• 16:42
  they
• 16:43
  do?
• 16:43
  Can
• 16:43
  that
• 16:44
  team
• 16:44
  lead
• 16:44
  start
• 16:45
  helping
• 16:45
  unload
• 16:46
  trucks
• 16:46
  at
• 16:46
  night
• 16:47
  or
• 16:47
  helping
• 16:47
  doing
• 16:48
  stocking?
• 16:48
  Like,
• 16:48
  can
• 16:48
  they
• 16:49
  fill
• 16:49
  in
• 16:49
  the
• 16:49
  gaps
• 16:50
  if
• 16:50
  they
• 16:50
  need
• 16:50
  to?
• 16:51
  I
• 16:51
  think
• 16:51
  that's
• 16:51
  where
• 16:52
  the
• 16:52
  value
• 16:52
  is
• 16:53
  going
• 16:53
  to
• 16:53
  come
• 16:53
  from
• 16:53
  this,
• 16:53
  that
• 16:54
  Walmart's
• 16:54
  going
• 16:54
  to
• 16:54
  see
• 16:55
  is
• 16:55
  how
• 16:55
  much
• 16:55
  more
• 16:56
  productive
• 16:56
  and
• 16:57
  healthy
• 16:57
  can
• 16:57
  the
• 16:58
  strength
• 16:58
  of
• 16:58
  those
• 16:58
  teams
• 16:59
  be
• 16:59
  as
• 16:59
  a
• 16:59
  result
• 17:00
  of
• 17:00
  deploying
• 17:00
  technology
• 17:01
  like
• 17:01
  this.
• 17:01
  Is
• 17:02
  it
• 17:02
  as
• 17:02
  sexy
• 17:02
  as
• 17:03
  the
• 17:03
  gen
• 17:03
  AI?
• 17:04
  Like,
• 17:05
  you
• 17:05
  know,
• 17:05
  where
• 17:05
  do
• 17:05
  I,
• 17:06
  how
• 17:06
  do
• 17:06
  I
• 17:06
  return
• 17:06
  a
• 17:07
  product
• 17:07
  that
• 17:07
  doesn't
• 17:07
  have
• 17:07
  a
• 17:08
  receipt?
• 17:08
  Like,
• 17:08
  no,
• 17:09
  but
• 17:09
  I
• 17:09
  think
• 17:09
  that
• 17:10
  this
• 17:10
  is
• 17:10
  going
• 17:10
  to
• 17:10
  be
• 17:11
  the
• 17:12
  most,
• 17:12
  one
• 17:12
  of
• 17:12
  the
• 17:13
  most
• 17:13
  successful
• 17:13
  applications
• 17:14
  of
• 17:14
  AI
• 17:15
  that
• 17:15
  Walmart
• 17:15
  will
• 17:16
  see.
• 17:16
  And
• 17:17
  it's
• 17:17
  clearly
• 17:17
  working
• 17:18
  if
• 17:18
  they're
• 17:18
  rolling
• 17:18
  it
• 17:19
  out
• 17:19
  to
• 17:19
  this
• 17:19
  many
• 17:19
  locations.
• 17:20
  Yeah,
• 17:20
  the
• 17:20
  only
• 17:20
  caveat
• 17:21
  I
• 17:21
  have
• 17:22
  is,
• 17:23
  you
• 17:23
  know,
• 17:24
  the
• 17:24
  proof's
• 17:24
  in
• 17:25
  the
• 17:25
  pudding
• 17:25
  in
• 17:25
  terms
• 17:25
  of
• 17:25
  how
• 17:25
  you
• 17:26
  actually
• 17:26
  do
• 17:26
  this,
• 17:27
  because
• 17:27
  at
• 17:27
  the
• 17:27
  end
• 17:27
  of
• 17:27
  the
• 17:27
  day,
• 17:27
  the
• 17:28
  overnight
• 17:29
  logistics
• 17:29
  teams
• 17:29
  are
• 17:29
  executors.
• 17:30
  They're
• 17:30
  ones
• 17:30
  that
• 17:31
  take
• 17:31
  the
• 17:31
  orders
• 17:32
  and
• 17:32
  they
• 17:32
  get
• 17:32
  it
• 17:32
  done.
• 17:33
  And
• 17:33
  so
• 17:33
  you've
• 17:34
  got
• 17:34
  to
• 17:34
  figure
• 17:34
  out
• 17:34
  the
• 17:34
  right
• 17:34
  rub
• 17:35
  between
• 17:35
  directing
• 17:36
  them
• 17:36
  on
• 17:36
  what
• 17:36
  to
• 17:36
  do
• 17:37
  versus
• 17:37
  asking
• 17:37
  them
• 17:37
  to
• 17:38
  read
• 17:38
  and
• 17:38
  interpret
• 17:38
  too
• 17:39
  much
• 17:39
  data
• 17:39
  as
• 17:39
  well.
• 17:41
  But
• 17:41
  you
• 17:41
  know,
• 17:41
  if
• 17:42
  they
• 17:42
  come
• 17:42
  in
• 17:42
  and
• 17:42
  they're
• 17:43
  like
• 17:43
  saying,
• 17:43
  hey,
• 17:43
  here's
• 17:43
  where
• 17:43
  you
• 17:44
  need
• 17:44
  to
• 17:44
  deploy
• 17:45
  your
• 17:45
  workforce
• 17:46
  today.
• 17:46
  And
• 17:46
  that's
• 17:47
  saving
• 17:47
  them
• 17:47
  time
• 17:47
  from
• 17:47
  a
• 17:48
  planning
• 17:48
  perspective,
• 17:49
  that's
• 17:50
  super
• 17:50
  valuable.
• 17:50
  And
• 17:50
  then
• 17:51
  the
• 17:51
  other
• 17:51
  key
• 17:51
  point
• 17:51
  is
• 17:51
  you've
• 17:52
  got
• 17:52
  to
• 17:52
  measure
• 17:52
  the
• 17:52
  actions
• 17:53
  that
• 17:53
  are
• 17:53
  being
• 17:53
  told
• 17:54
  against
• 17:54
  what
• 17:54
  the
• 17:55
  actions
• 17:55
  that
• 17:55
  are
• 17:55
  that
• 17:56
  are
• 17:56
  being
• 17:56
  taken.
• 17:56
  There's
• 17:57
  a
• 17:57
  lot
• 17:57
  of
• 17:57
  these
• 17:57
  people
• 17:57
  in
• 17:57
  the
• 17:58
  roles
• 17:58
  too,
• 17:58
  have
• 17:58
  a
• 17:58
  lot
• 17:59
  of
• 17:59
  experience
• 17:59
  and
• 17:59
  have
• 17:59
  been
• 18:00
  doing
• 18:00
  these
• 18:00
  jobs
• 18:00
  a
• 18:01
  very
• 18:01
  specific
• 18:01
  way
• 18:02
  and
• 18:03
  they
• 18:03
  know
• 18:03
  some
• 18:03
  shortcuts
• 18:04
  to
• 18:04
  things
• 18:04
  that
• 18:04
  the
• 18:05
  organization
• 18:05
  doesn't.
• 18:06
  And
• 18:06
  so
• 18:06
  you
• 18:06
  got
• 18:07
  to
• 18:07
  still
• 18:07
  be
• 18:07
  able
• 18:07
  to
• 18:07
  allow
• 18:08
  that
• 18:08
  to
• 18:08
  happen
• 18:08
  or
• 18:09
  at
• 18:09
  least
• 18:09
  track
• 18:10
  it
• 18:10
  to
• 18:10
  understand,
• 18:10
  you
• 18:11
  know,
• 18:11
  whether
• 18:11
  the
• 18:11
  recommendations
• 18:12
  you're
• 18:12
  making
• 18:12
  are
• 18:13
  actually
• 18:13
  beneficial
• 18:13
  in
• 18:14
  the
• 18:14
  long
• 18:14
  run.
• 18:14
  What,
• 18:15
  what
• 18:15
  kind
• 18:15
  of
• 18:15
  revenue
• 18:16
  do
• 18:16
  you
• 18:16
  think
• 18:16
  that
• 18:16
  they're
• 18:16
  going
• 18:17
  to
• 18:17
  see
• 18:18
  from
• 18:18
  just
• 18:19
  like,
• 18:19
  number
• 18:19
  one,
• 18:19
  just
• 18:20
  having
• 18:20
  more
• 18:20
  product
• 18:20
  out
• 18:21
  on
• 18:21
  the
• 18:21
  shelves
• 18:21
  because
• 18:22
  they're
• 18:22
  prioritizing
• 18:23
  this?
• 18:23
  I
• 18:23
  mean,
• 18:23
  that's
• 18:23
  got
• 18:24
  to
• 18:24
  be
• 18:24
  pretty
• 18:24
  significant
• 18:24
  for
• 18:25
  Walmart.
• 18:25
  I
• 18:25
  would
• 18:25
  think
• 18:26
  once
• 18:26
  they
• 18:27
  are
• 18:27
  stopped,
• 18:27
  like
• 18:28
  they're
• 18:28
  able
• 18:28
  to
• 18:28
  restock
• 18:29
  and
• 18:29
  have
• 18:30
  more
• 18:30
  product
• 18:30
  out,
• 18:31
  which
• 18:31
  essentially
• 18:31
  would
• 18:31
  be
• 18:32
  the
• 18:32
  outcome
• 18:32
  of
• 18:32
  this,
• 18:32
  I
• 18:33
  would
• 18:33
  think.
• 18:33
  Yeah,
• 18:33
  I
• 18:33
  don't
• 18:34
  know.
• 18:34
  It
• 18:34
  depends.
• 18:34
  I
• 18:34
  actually
• 18:35
  think
• 18:35
  it's
• 18:35
  probably
• 18:35
  more
• 18:35
  of
• 18:35
  a
• 18:35
  workforce
• 18:36
  efficiency
• 18:37
  application
• 18:38
  here
• 18:38
  versus
• 18:38
  like
• 18:39
  a
• 18:39
  restocking
• 18:40
  or
• 18:40
  a
• 18:41
  being
• 18:41
  able
• 18:41
  to
• 18:41
  get
• 18:41
  more
• 18:41
  product
• 18:41
  on
• 18:42
  the
• 18:42
  floor.
• 18:42
  I'm
• 18:42
  sure
• 18:42
  getting
• 18:42
  more
• 18:43
  product
• 18:43
  on
• 18:43
  the
• 18:43
  floor.
• 18:43
  And
• 18:44
  there's
• 18:44
  all
• 18:44
  kinds
• 18:44
  of
• 18:44
  numbers
• 18:44
  that
• 18:45
  talk
• 18:45
  about
• 18:45
  that
• 18:45
  in
• 18:45
  terms
• 18:45
  of
• 18:46
  the
• 18:46
  value
• 18:46
  of
• 18:46
  getting
• 18:47
  product
• 18:47
  on
• 18:48
  the
• 18:48
  floor,
• 18:48
  which
• 18:48
  I'm
• 18:48
  always
• 18:48
  kind
• 18:49
  of
• 18:49
  questioning
• 18:49
  too.
• 18:49
  But,
• 18:50
  you
• 18:50
  know,
• 18:50
  the
• 18:50
  fact
• 18:50
  that
• 18:51
  you're
• 18:51
  saving
• 18:51
  time
• 18:51
  in
• 18:52
  the
• 18:52
  planning,
• 18:52
  that
• 18:52
  means
• 18:53
  you
• 18:53
  can
• 18:53
  redeploy.
• 18:54
  You
• 18:54
  can
• 18:54
  redeploy
• 18:55
  that
• 18:55
  workforce
• 18:55
  to
• 18:55
  something
• 18:56
  else.
• 18:56
  You
• 18:56
  can
• 18:56
  get
• 18:56
  things
• 18:57
  done
• 18:57
  more
• 18:57
  quickly.
• 18:57
  So
• 18:57
  maybe
• 18:58
  you
• 18:58
  don't
• 18:58
  need
• 18:58
  as
• 18:58
  many
• 18:58
  people
• 18:59
  on
• 18:59
  overnight
• 18:59
  logistics.
• 19:00
  And
• 19:00
  again,
• 19:00
  that's
• 19:01
  the
• 19:01
  biggest
• 19:01
  expense
• 19:02
  line
• 19:02
  for
• 19:02
  a
• 19:03
  retailer.
• 19:03
  So
• 19:03
  I
• 19:03
  think
• 19:03
  it's
• 19:03
  more
• 19:04
  about
• 19:04
  that.
• 19:04
  Okay.
• 19:05
  And
• 19:05
  it's
• 19:05
  part
• 19:05
  and
• 19:05
  parcel
• 19:06
  than
• 19:06
  sales.
• 19:06
  Sales
• 19:07
  will
• 19:07
  come,
• 19:07
  provided
• 19:08
  that
• 19:08
  everyone's
• 19:08
  operating
• 19:09
  better.
• 19:09
  But,
• 19:09
  you
• 19:10
  know,
• 19:10
  I
• 19:10
  think
• 19:10
  it's
• 19:10
  probably
• 19:11
  both
• 19:11
  at
• 19:11
  the
• 19:11
  end
• 19:11
  of
• 19:11
  the
• 19:11
  day.
• 19:12
  All
• 19:12
  right,
• 19:12
  before
• 19:13
  we
• 19:13
  go
• 19:13
  on
• 19:13
  to
• 19:13
  headline
• 19:14
  number
• 19:14
  four,
• 19:14
  let's
• 19:15
  welcome
• 19:15
  Danielle
• 19:16
  of
• 19:16
  AWS
• 19:17
  onto
• 19:17
  today's
• 19:18
  program.
• 19:24
  Today
• 19:24
  we
• 19:24
  are
• 19:24
  introducing
• 19:25
  a
• 19:25
  new
• 19:25
  monthly
• 19:26
  segment
• 19:26
  where
• 19:27
  each
• 19:27
  month
• 19:27
  we
• 19:27
  will
• 19:28
  bring
• 19:28
  on
• 19:28
  AWS's
• 19:29
  Danele
• 19:30
  Stropa
• 19:31
  onto
• 19:31
  our
• 19:31
  program
• 19:31
  to
• 19:32
  hand
• 19:32
  out
• 19:32
  a
• 19:32
  new
• 19:32
  award
• 19:33
  we
• 19:33
  are
• 19:33
  calling
• 19:34
  Omnitalk's
• 19:34
  Retail
• 19:35
  Tech
• 19:36
  Startup
• 19:36
  of
• 19:36
  the
• 19:37
  Month.
• 19:37
  And
• 19:38
  the
• 19:38
  first
• 19:38
  award
• 19:38
  winner,
• 19:39
  let
• 19:39
  me
• 19:39
  tell
• 19:39
  you,
• 19:39
  folks,
• 19:40
  could
• 19:40
  not
• 19:40
  be
• 19:40
  more
• 19:41
  timely
• 19:41
  and
• 19:41
  apropos.
• 19:42
  But
• 19:43
  before
• 19:43
  we
• 19:43
  award
• 19:44
  this
• 19:44
  month's
• 19:44
  winner,
• 19:45
  let's
• 19:45
  first
• 19:45
  introduce
• 19:46
  Danele.
• 19:47
  Danele
• 19:47
  is
• 19:47
  a
• 19:47
  worldwide
• 19:48
  technical
• 19:48
  leader
• 19:49
  for
• 19:49
  AWS
• 19:49
  Partners
• 19:50
  in
• 19:50
  Retail
• 19:50
  at
• 19:50
  Amazon
• 19:51
  Web
• 19:51
  Services,
• 19:51
  where
• 19:52
  he
• 19:52
  drives
• 19:52
  the
• 19:53
  technical
• 19:53
  strategy
• 19:53
  for
• 19:54
  AWS
• 19:54
  Partners
• 19:55
  in
• 19:55
  Digital
• 19:55
  Commerce,
• 19:56
  Customer
• 19:56
  Engagement,
• 19:57
  and
• 19:57
  Generative
• 19:58
  AI.
• 19:59
  Danielle,
• 19:59
  welcome
• 20:00
  to
• 20:00
  amitalk.
• 20:00
  We're
• 20:01
  so
• 20:01
  excited
• 20:01
  to
• 20:01
  have
• 20:02
  you.
• 20:02
  Let's
• 20:03
  start
• 20:03
  first
• 20:03
  by
• 20:03
  just
• 20:04
  giving
• 20:04
  our
• 20:04
  audience
• 20:04
  a
• 20:05
  little
• 20:05
  bit
• 20:05
  of
• 20:05
  your
• 20:05
  background
• 20:06
  before
• 20:06
  we
• 20:07
  get
• 20:07
  into
• 20:07
  this
• 20:07
  month's
• 20:08
  award
• 20:08
  winner.
• 20:09
  Yeah,
• 20:09
  well,
• 20:10
  thanks.
• 20:10
  Thanks
• 20:10
  for
• 20:11
  having
• 20:11
  me.
• 20:11
  I'm
• 20:11
  really,
• 20:12
  really
• 20:12
  excited
• 20:12
  to
• 20:12
  be
• 20:13
  here.
• 20:13
  Really
• 20:13
  looking
• 20:13
  forward
• 20:14
  to
• 20:15
  these
• 20:15
  segments
• 20:15
  and
• 20:16
  these
• 20:16
  awards
• 20:16
  as
• 20:16
  well.
• 20:18
  So
• 20:18
  my
• 20:18
  role
• 20:19
  @AWS
• 20:20
  has
• 20:21
  two
• 20:21
  folds
• 20:22
  right
• 20:22
  on
• 20:23
  one
• 20:23
  side.
• 20:24
  I
• 20:24
  look
• 20:24
  at
• 20:25
  the
• 20:25
  industry
• 20:25
  trends,
• 20:26
  market
• 20:27
  signals,
• 20:28
  our
• 20:28
  customers
• 20:29
  feedback
• 20:30
  to
• 20:30
  drive
• 20:30
  that
• 20:31
  strategy,
• 20:32
  define
• 20:32
  the
• 20:32
  strategy,
• 20:33
  but
• 20:33
  then
• 20:34
  we
• 20:34
  go
• 20:34
  and
• 20:34
  implement
• 20:34
  with
• 20:35
  our
• 20:35
  partners
• 20:36
  in
• 20:36
  terms
• 20:36
  of
• 20:36
  what
• 20:37
  kind
• 20:37
  of
• 20:37
  solutions,
• 20:38
  what
• 20:38
  kind
• 20:38
  of
• 20:38
  challenges
• 20:39
  are
• 20:39
  our
• 20:40
  customers
• 20:40
  seeing
• 20:40
  and
• 20:41
  how
• 20:41
  can
• 20:41
  we
• 20:41
  best
• 20:42
  help
• 20:42
  them
• 20:43
  solve
• 20:43
  those.
• 20:44
  And
• 20:45
  then
• 20:45
  on
• 20:45
  the
• 20:45
  other
• 20:45
  side,
• 20:45
  I
• 20:46
  also
• 20:46
  work
• 20:46
  closely
• 20:47
  with
• 20:47
  our
• 20:47
  customers
• 20:48
  and
• 20:48
  our
• 20:48
  sales
• 20:48
  teams
• 20:49
  to
• 20:49
  then
• 20:50
  connect
• 20:50
  them,
• 20:51
  being
• 20:51
  able
• 20:51
  to
• 20:53
  advance
• 20:53
  the
• 20:54
  use
• 20:54
  of
• 20:54
  these
• 20:54
  partner
• 20:55
  solutions
• 20:58
  with
• 20:58
  their
• 20:58
  customers.
• 20:59
  I've
• 21:00
  been
• 21:00
  with
• 21:00
  Amazon
• 21:00
  now
• 21:01
  for
• 21:01
  a
• 21:02
  bit
• 21:02
  over
• 21:02
  11
• 21:03
  years
• 21:04
  and
• 21:04
  in
• 21:04
  this
• 21:05
  particular
• 21:05
  role
• 21:05
  for
• 21:05
  the
• 21:06
  last
• 21:06
  three
• 21:06
  and
• 21:06
  a
• 21:07
  half
• 21:07
  and
• 21:08
  as
• 21:08
  I
• 21:08
  said,
• 21:08
  really,
• 21:09
  really
• 21:09
  excited
• 21:09
  to
• 21:10
  be
• 21:10
  here.
• 21:10
  Really
• 21:10
  looking
• 21:11
  forward
• 21:11
  to
• 21:11
  these
• 21:12
  sessions.
• 21:12
  I
• 21:13
  can't
• 21:13
  think
• 21:13
  of
• 21:13
  a
• 21:13
  better
• 21:13
  person
• 21:14
  to
• 21:14
  partner
• 21:14
  with
• 21:14
  on
• 21:15
  this
• 21:15
  award
• 21:15
  each
• 21:15
  and
• 21:16
  every
• 21:16
  month.
• 21:16
  All
• 21:16
  right,
• 21:16
  so
• 21:16
  I
• 21:17
  baited
• 21:17
  the
• 21:17
  hook.
• 21:17
  I
• 21:18
  teased
• 21:18
  it
• 21:18
  at
• 21:18
  the
• 21:18
  outset.
• 21:19
  Who
• 21:19
  is
• 21:20
  this
• 21:20
  month's
• 21:20
  inaugural
• 21:21
  retail
• 21:22
  tech
• 21:23
  startup
• 21:23
  winner?
• 21:25
  So
• 21:25
  really
• 21:26
  excited
• 21:26
  to
• 21:26
  share
• 21:27
  that.
• 21:27
  That
• 21:28
  would
• 21:28
  be
• 21:28
  Botify.
• 21:30
  Botify
• 21:31
  is
• 21:33
  an
• 21:33
  enterprise
• 21:35
  platform
• 21:36
  that
• 21:36
  helps
• 21:37
  brands,
• 21:38
  retailers
• 21:40
  really
• 21:40
  maximize
• 21:41
  their
• 21:41
  visibility
• 21:42
  across
• 21:43
  search
• 21:44
  platform
• 21:44
  and
• 21:45
  search
• 21:45
  engines
• 21:46
  and
• 21:46
  different
• 21:48
  platforms.
• 21:49
  And
• 21:50
  really
• 21:50
  what
• 21:51
  that
• 21:51
  means
• 21:51
  today
• 21:53
  in
• 21:53
  this
• 21:54
  changing
• 21:54
  environment
• 21:55
  is
• 21:55
  that
• 21:56
  they
• 21:57
  are
• 21:57
  able
• 21:57
  to
• 21:57
  be
• 21:57
  seen
• 21:58
  everywhere
• 21:58
  or
• 21:59
  able
• 21:59
  to
• 21:59
  be
• 21:59
  found
• 22:00
  everywhere.
• 22:01
  Why
• 22:01
  is
• 22:01
  that
• 22:01
  so
• 22:01
  important
• 22:02
  in
• 22:02
  your
• 22:02
  mind
• 22:02
  right
• 22:03
  now?
• 22:03
  Daniele
• 22:04
  like
• 22:04
  what
• 22:04
  sets
• 22:04
  them
• 22:05
  apart
• 22:05
  from
• 22:05
  other
• 22:06
  providers?
• 22:07
  What
• 22:08
  we
• 22:08
  are
• 22:08
  seeing
• 22:08
  is
• 22:09
  a
• 22:09
  change
• 22:10
  in
• 22:10
  consumer
• 22:11
  behaviors,
• 22:12
  meaning
• 22:13
  that
• 22:13
  when
• 22:14
  consumers
• 22:16
  look
• 22:16
  for
• 22:17
  products,
• 22:17
  they
• 22:18
  start
• 22:18
  their
• 22:19
  shopping
• 22:20
  journey.
• 22:21
  They
• 22:21
  don't
• 22:21
  necessarily
• 22:22
  start
• 22:22
  that
• 22:23
  anymore
• 22:23
  on
• 22:24
  a
• 22:24
  traditional
• 22:25
  search
• 22:26
  engine,
• 22:27
  but
• 22:27
  they
• 22:28
  rely
• 22:29
  more
• 22:29
  and
• 22:29
  more
• 22:30
  on
• 22:31
  generative
• 22:32
  engines
• 22:34
  like
• 22:34
  the
• 22:35
  perplexity
• 22:35
  or
• 22:36
  ChatGPT
• 22:36
  or
• 22:37
  Claude.
• 22:38
  And
• 22:40
  these
• 22:41
  platforms
• 22:42
  or
• 22:43
  brands
• 22:44
  need
• 22:44
  to
• 22:44
  be
• 22:44
  able
• 22:44
  to
• 22:45
  be
• 22:45
  visible
• 22:47
  on
• 22:47
  these
• 22:47
  platforms
• 22:48
  as
• 22:48
  well.
• 22:49
  And
• 22:49
  what
• 22:49
  Botify
• 22:50
  does
• 22:50
  that
• 22:51
  is
• 22:51
  different
• 22:52
  and
• 22:53
  quite
• 22:53
  unique
• 22:54
  is
• 22:55
  the
• 22:55
  fact
• 22:55
  that
• 22:55
  they
• 22:55
  go
• 22:56
  beyond
• 22:57
  the
• 22:57
  SEO
• 22:58
  and
• 22:59
  keyword
• 23:00
  tracking,
• 23:02
  meaning
• 23:02
  that
• 23:03
  they
• 23:03
  are
• 23:03
  able
• 23:03
  to
• 23:04
  not
• 23:05
  only
• 23:05
  understand
• 23:06
  what
• 23:07
  bots
• 23:08
  agents
• 23:08
  are
• 23:09
  doing
• 23:09
  on
• 23:10
  a
• 23:10
  brand's
• 23:11
  website,
• 23:12
  what
• 23:12
  kind
• 23:12
  of
• 23:12
  content
• 23:13
  they
• 23:13
  access,
• 23:14
  what
• 23:14
  kind
• 23:14
  of
• 23:15
  products
• 23:16
  they
• 23:16
  may
• 23:16
  be
• 23:16
  looking
• 23:17
  at,
• 23:17
  what
• 23:17
  kind
• 23:17
  of
• 23:17
  page
• 23:18
  they
• 23:18
  are
• 23:18
  trying
• 23:18
  to
• 23:19
  access.
• 23:20
  But
• 23:20
  then
• 23:20
  they're
• 23:21
  also
• 23:21
  able
• 23:21
  to
• 23:22
  give
• 23:23
  customers
• 23:25
  an
• 23:25
  understanding
• 23:26
  of
• 23:27
  what
• 23:27
  content
• 23:28
  is
• 23:29
  valuable,
• 23:29
  what
• 23:30
  content
• 23:30
  is
• 23:31
  visible
• 23:31
  and
• 23:31
  not
• 23:32
  visible,
• 23:32
  especially
• 23:33
  so
• 23:33
  brands,
• 23:34
  then
• 23:34
  they
• 23:34
  can
• 23:35
  act
• 23:35
  on
• 23:35
  that
• 23:36
  and
• 23:36
  make
• 23:36
  sure
• 23:36
  that
• 23:37
  the
• 23:38
  content
• 23:38
  that
• 23:38
  they
• 23:38
  want
• 23:39
  to
• 23:39
  be
• 23:39
  seen
• 23:39
  is
• 23:40
  actually
• 23:40
  seen
• 23:40
  is
• 23:41
  actually
• 23:41
  discoverable.
• 23:43
  And
• 23:43
  Daniela,
• 23:44
  what
• 23:44
  are
• 23:44
  the
• 23:45
  long
• 23:45
  term
• 23:45
  implications
• 23:46
  of
• 23:46
  this
• 23:46
  technology
• 23:47
  when
• 23:47
  we
• 23:47
  step
• 23:47
  back
• 23:47
  and
• 23:48
  think
• 23:48
  about
• 23:48
  it
• 23:48
  across
• 23:48
  retail?
• 23:49
  And
• 23:49
  why
• 23:49
  do
• 23:49
  you
• 23:49
  think
• 23:50
  it's
• 23:50
  so
• 23:50
  important
• 23:50
  to
• 23:50
  highlight
• 23:51
  this
• 23:51
  particular
• 23:51
  star
• 23:52
  as
• 23:52
  our
• 23:52
  first
• 23:53
  retail
• 23:53
  tech
• 23:53
  startup
• 23:54
  of
• 23:54
  the
• 23:54
  month?
• 23:55
  Yeah,
• 23:56
  I
• 23:56
  think
• 23:57
  there's
• 23:57
  two
• 23:57
  aspects
• 23:58
  here.
• 23:58
  One
• 23:59
  obviously
• 23:59
  is
• 24:00
  for
• 24:01
  the
• 24:01
  brands
• 24:01
  to
• 24:02
  be
• 24:02
  able
• 24:02
  to
• 24:03
  be
• 24:03
  seen
• 24:04
  so
• 24:05
  brand
• 24:05
  recognition,
• 24:06
  but
• 24:06
  also
• 24:07
  increase
• 24:09
  revenue,
• 24:10
  increase
• 24:10
  profitability
• 24:11
  as
• 24:12
  the
• 24:12
  traffic
• 24:14
  keeps
• 24:14
  on
• 24:15
  coming,
• 24:15
  keeps
• 24:15
  on
• 24:15
  coming
• 24:16
  to
• 24:17
  the
• 24:17
  brands
• 24:17
  and
• 24:18
  to
• 24:18
  the
• 24:18
  retailers.
• 24:19
  On
• 24:19
  the
• 24:19
  second
• 24:20
  aspect
• 24:20
  is
• 24:20
  also
• 24:21
  optimizing
• 24:23
  the
• 24:24
  cost,
• 24:24
  optimizing
• 24:25
  the
• 24:25
  operational
• 24:26
  cost.
• 24:27
  Botify
• 24:28
  also
• 24:28
  allows
• 24:28
  you
• 24:29
  to
• 24:30
  serve
• 24:30
  content
• 24:31
  in
• 24:31
  a
• 24:32
  more
• 24:34
  serve
• 24:35
  optimized
• 24:35
  content
• 24:36
  to
• 24:36
  the
• 24:36
  bots
• 24:37
  so
• 24:37
  that
• 24:38
  your
• 24:38
  infrastructure
• 24:39
  cost
• 24:41
  is
• 24:41
  also
• 24:41
  optimized
• 24:42
  and
• 24:42
  is
• 24:42
  also
• 24:42
  reduced.
• 24:43
  So
• 24:43
  these
• 24:44
  two
• 24:44
  are
• 24:45
  important
• 24:46
  aspects,
• 24:47
  important
• 24:47
  impact
• 24:48
  on
• 24:48
  businesses
• 24:50
  that
• 24:50
  Botify
• 24:51
  is
• 24:51
  enabled.
• 24:53
  All
• 24:54
  right,
• 24:54
  thank
• 24:54
  you
• 24:54
  Daniela
• 24:55
  and
• 24:55
  thank
• 24:55
  you
• 24:55
  to
• 24:56
  and
• 24:56
  congrats
• 24:57
  to
• 24:57
  Botify
• 24:57
  for
• 24:58
  being
• 24:58
  named
• 24:58
  our
• 24:58
  first
• 24:59
  retail
• 24:59
  tech
• 24:59
  startup
• 25:00
  of
• 25:00
  the
• 25:00
  month.
• 25:09
  Headline
• 25:09
  number
• 25:10
  four.
• 25:10
  HB
• 25:10
  is
• 25:11
  piloting
• 25:11
  autonomous
• 25:12
  vehicle
• 25:12
  delivery
• 25:12
  in
• 25:13
  Austin.
• 25:13
  According
• 25:14
  to
• 25:14
  Grocery
• 25:14
  Dive.
• 25:14
  H
• 25:15
  E
• 25:15
  B
• 25:15
  has
• 25:15
  partnered
• 25:15
  with
• 25:16
  autonomous
• 25:17
  vehicle
• 25:17
  maker
• 25:17
  Avride,
• 25:18
  which
• 25:19
  is
• 25:19
  headquartered
• 25:19
  in
• 25:19
  Austin
• 25:20
  for
• 25:20
  the
• 25:20
  pilot.
• 25:21
  The
• 25:21
  bots
• 25:21
  have
• 25:21
  a
• 25:22
  delivery
• 25:22
  radius
• 25:22
  of
• 25:23
  roughly
• 25:23
  1
• 25:23
  mile
• 25:24
  and
• 25:24
  service
• 25:24
  customers
• 25:25
  living
• 25:25
  in
• 25:25
  the
• 25:25
  Austin
• 25:26
  Mueller
• 25:26
  district
• 25:27
  of
• 25:27
  the
• 25:27
  city.
• 25:27
  Hopefully
• 25:28
  I
• 25:28
  said
• 25:28
  that
• 25:28
  right.
• 25:28
  Mueller
• 25:29
  or
• 25:29
  Miller,
• 25:29
  I
• 25:29
  don't
• 25:29
  know.
• 25:29
  And
• 25:30
  you
• 25:30
  know,
• 25:30
  with
• 25:31
  the
• 25:31
  pilot
• 25:31
  customers,
• 25:32
  I
• 25:32
  don't
• 25:32
  know
• 25:32
  that
• 25:32
  much
• 25:33
  about
• 25:33
  Austin.
• 25:33
  Believe
• 25:33
  it
• 25:33
  or
• 25:34
  not,
• 25:34
  with
• 25:34
  the
• 25:34
  pilot,
• 25:35
  customers
• 25:35
  can
• 25:35
  get
• 25:35
  10
• 25:36
  small
• 25:36
  items
• 25:36
  delivered
• 25:37
  by
• 25:37
  the
• 25:37
  bots
• 25:38
  between
• 25:38
  11am
• 25:39
  to
• 25:39
  7pm
• 25:40
  daily.
• 25:41
  The
• 25:41
  bot
• 25:41
  uses
• 25:42
  sensor
• 25:42
  sensors,
• 25:43
  lidar
• 25:44
  and
• 25:45
  cameras
• 25:45
  to
• 25:45
  navigate
• 25:46
  and
• 25:46
  has
• 25:46
  cameras
• 25:46
  that
• 25:46
  blur
• 25:47
  sensors.
• 25:47
  The
• 25:47
  combination
• 25:48
  of
• 25:48
  lidar
• 25:48
  and
• 25:48
  it
• 25:49
  is.
• 25:49
  Yeah,
• 25:49
  we
• 25:49
  should
• 25:49
  just
• 25:49
  call
• 25:50
  that
• 25:50
  sensors.
• 25:50
  It
• 25:51
  has
• 25:51
  copyright
• 25:52
  25
• 25:53
  and
• 25:53
  the
• 25:54
  cameras
• 25:54
  blur
• 25:54
  faces
• 25:55
  and
• 25:55
  license
• 25:55
  plates
• 25:56
  to
• 25:56
  ensure
• 25:56
  privacy
• 25:57
  according
• 25:57
  to
• 25:57
  the
• 25:58
  company.
• 25:58
  Wow,
• 25:58
  who
• 25:58
  knew
• 25:58
  that
• 25:59
  that
• 25:59
  was
• 25:59
  even
• 25:59
  a
• 25:59
  thing?
• 25:59
  The
• 26:00
  robots
• 26:00
  travel
• 26:01
  up
• 26:01
  to
• 26:01
  5
• 26:02
  mph
• 26:02
  and
• 26:02
  can
• 26:03
  cover
• 26:03
  31
• 26:04
  miles
• 26:04
  on
• 26:04
  a
• 26:04
  single
• 26:05
  charge.
• 26:05
  And
• 26:06
  on
• 26:06
  past
• 26:06
  shows
• 26:06
  you
• 26:06
  haven't
• 26:07
  been
• 26:07
  the
• 26:07
  biggest
• 26:07
  proponent
• 26:08
  of
• 26:08
  small
• 26:09
  lot
• 26:09
  autonomous
• 26:10
  robot
• 26:10
  delivery.
• 26:11
  Does
• 26:11
  the
• 26:11
  fact
• 26:12
  that
• 26:12
  H
• 26:12
  E
• 26:13
  B
• 26:13
  is
• 26:13
  now
• 26:13
  trying
• 26:13
  this
• 26:14
  change
• 26:14
  your
• 26:14
  opinion
• 26:15
  at
• 26:15
  all?
• 26:15
  I
• 26:15
  mean
• 26:16
  it
• 26:16
  definitely
• 26:16
  caught
• 26:16
  my
• 26:17
  attention
• 26:17
  is
• 26:17
  why
• 26:17
  I
• 26:18
  thought
• 26:18
  this
• 26:18
  headline
• 26:18
  was
• 26:19
  worthy
• 26:19
  of
• 26:20
  being
• 26:20
  in
• 26:20
  the
• 26:20
  Fast
• 26:21
  five.
• 26:21
  I
• 26:21
  mean
• 26:21
  it's
• 26:21
  not
• 26:21
  often
• 26:22
  we
• 26:22
  hear
• 26:23
  a
• 26:23
  retailer,
• 26:24
  especially
• 26:24
  a
• 26:24
  conservative
• 26:25
  retailer
• 26:26
  when
• 26:26
  it
• 26:26
  comes
• 26:26
  to
• 26:27
  technology
• 26:27
  innovation
• 26:28
  like
• 26:28
  H
• 26:28
  E
• 26:29
  B
• 26:29
  testing
• 26:30
  autonomous
• 26:30
  vehicles.
• 26:31
  Like
• 26:31
  it's
• 26:31
  this
• 26:31
  is
• 26:32
  like
• 26:32
  an
• 26:32
  Amazon
• 26:32
  or
• 26:33
  a
• 26:33
  Walmart
• 26:33
  story
• 26:34
  for
• 26:34
  sure.
• 26:35
  And
• 26:36
  while
• 26:36
  I
• 26:37
  don't
• 26:37
  know
• 26:37
  much
• 26:38
  about
• 26:38
  Austin,
• 26:38
  I
• 26:38
  did
• 26:39
  do
• 26:39
  a
• 26:39
  deep
• 26:39
  dive
• 26:40
  on
• 26:40
  Google
• 26:41
  Maps
• 26:41
  into
• 26:41
  the
• 26:41
  surrounding
• 26:42
  community
• 26:42
  around,
• 26:43
  around
• 26:43
  this
• 26:43
  particular
• 26:44
  H
• 26:44
  E
• 26:44
  B
• 26:44
  store.
• 26:45
  And
• 26:45
  this
• 26:46
  particular
• 26:46
  location
• 26:47
  for
• 26:47
  them
• 26:47
  does
• 26:48
  make
• 26:48
  sense.
• 26:48
  There's
• 26:48
  a
• 26:49
  hospital,
• 26:49
  there's
• 26:49
  a
• 26:49
  giant
• 26:50
  sports
• 26:50
  complex,
• 26:51
  there's
• 26:51
  a
• 26:51
  small
• 26:51
  residential
• 26:52
  neighborhood,
• 26:53
  there's
• 26:53
  hotels,
• 26:54
  there's
• 26:54
  retirement
• 26:54
  communities.
• 26:55
  So
• 26:55
  within
• 26:56
  a
• 26:56
  one
• 26:56
  mile
• 26:56
  radius,
• 26:57
  yes,
• 26:58
  an
• 26:58
  autonomous,
• 26:59
  you
• 26:59
  know,
• 27:00
  vehicle
• 27:00
  that
• 27:00
  can
• 27:00
  deliver
• 27:01
  10
• 27:01
  items
• 27:02
  or
• 27:02
  less
• 27:02
  makes
• 27:02
  complete
• 27:03
  sense.
• 27:05
  I
• 27:05
  don't
• 27:05
  know
• 27:05
  how
• 27:05
  this
• 27:06
  scales
• 27:06
  to
• 27:07
  the
• 27:07
  rest
• 27:07
  of
• 27:07
  the
• 27:07
  H
• 27:08
  E
• 27:08
  B
• 27:08
  locations
• 27:09
  because
• 27:09
  when
• 27:09
  I
• 27:09
  First
• 27:09
  read
• 27:09
  the
• 27:10
  mile
• 27:10
  radius.
• 27:10
  I
• 27:10
  was
• 27:10
  like,
• 27:11
  does
• 27:11
  that
• 27:11
  even
• 27:11
  get
• 27:11
  you
• 27:11
  out
• 27:11
  of
• 27:12
  the
• 27:12
  parking
• 27:12
  lot
• 27:12
  of
• 27:12
  H
• 27:13
  E
• 27:13
  B?
• 27:13
  Like,
• 27:14
  they're
• 27:14
  so
• 27:14
  massive
• 27:15
  and
• 27:15
  they're
• 27:15
  in
• 27:15
  these
• 27:15
  like,
• 27:16
  right
• 27:17
  out,
• 27:18
  like
• 27:18
  suburban
• 27:18
  locations.
• 27:19
  So
• 27:19
  that
• 27:19
  part
• 27:20
  to
• 27:20
  me
• 27:20
  is,
• 27:21
  is
• 27:21
  still
• 27:21
  a
• 27:22
  little
• 27:22
  mystifying.
• 27:23
  But
• 27:23
  I
• 27:23
  think
• 27:23
  from
• 27:24
  HBS
• 27:24
  perspective,
• 27:25
  like,
• 27:25
  if
• 27:25
  it
• 27:25
  makes
• 27:26
  sense
• 27:26
  for
• 27:26
  you
• 27:26
  to
• 27:26
  test
• 27:27
  this
• 27:27
  out
• 27:27
  in
• 27:27
  a
• 27:28
  smaller,
• 27:28
  more
• 27:28
  urban,
• 27:29
  you
• 27:29
  know,
• 27:30
  environment
• 27:30
  around
• 27:31
  your
• 27:31
  stores,
• 27:32
  go
• 27:32
  for
• 27:32
  it.
• 27:33
  I
• 27:33
  don't
• 27:33
  think
• 27:33
  they're
• 27:34
  going
• 27:34
  to
• 27:34
  see
• 27:34
  any
• 27:34
  long
• 27:34
  term.
• 27:35
  Like,
• 27:35
  I
• 27:35
  don't
• 27:35
  think
• 27:36
  we're
• 27:36
  going
• 27:36
  to
• 27:36
  see
• 27:36
  these
• 27:36
  rolling
• 27:36
  out
• 27:37
  of
• 27:37
  HBs
• 27:37
  everywhere.
• 27:38
  So
• 27:38
  you
• 27:38
  think
• 27:38
  this
• 27:38
  is
• 27:38
  like
• 27:38
  a
• 27:38
  one
• 27:39
  and
• 27:39
  done?
• 27:39
  This
• 27:39
  is
• 27:39
  a
• 27:39
  flash
• 27:39
  in
• 27:40
  the
• 27:40
  pan?
• 27:40
  I
• 27:40
  think
• 27:40
  so.
• 27:40
  I
• 27:41
  think
• 27:41
  so.
• 27:41
  I
• 27:41
  mean,
• 27:41
  I
• 27:42
  think
• 27:42
  it's
• 27:42
  just,
• 27:42
  it's
• 27:42
  a,
• 27:43
  it's
• 27:43
  H
• 27:43
  E
• 27:43
  B
• 27:44
  getting
• 27:44
  in
• 27:44
  the
• 27:44
  news
• 27:44
  for
• 27:44
  doing
• 27:45
  something
• 27:45
  innovative.
• 27:45
  So
• 27:46
  that's
• 27:46
  worth
• 27:46
  noting
• 27:47
  to
• 27:47
  me,
• 27:47
  which.
• 27:48
  H
• 27:48
  E
• 27:48
  B
• 27:48
  doesn't
• 27:48
  necessarily
• 27:49
  need
• 27:49
  to
• 27:49
  do
• 27:49
  either.
• 27:50
  That's
• 27:50
  what's
• 27:50
  so
• 27:50
  interesting
• 27:51
  about
• 27:51
  this.
• 27:51
  I
• 27:51
  mean,
• 27:51
  ETB
• 27:52
  is
• 27:52
  like
• 27:52
  one
• 27:52
  of
• 27:52
  the
• 27:53
  best
• 27:53
  run
• 27:53
  grocers,
• 27:53
  if
• 27:53
  not
• 27:54
  the
• 27:54
  best
• 27:54
  in
• 27:54
  the
• 27:54
  country.
• 27:54
  But
• 27:55
  I
• 27:56
  mean,
• 27:56
  I
• 27:56
  kind
• 27:57
  of,
• 27:57
  I
• 27:57
  kind
• 27:57
  of
• 27:57
  think
• 27:58
  this
• 27:58
  is
• 27:58
  silly.
• 27:58
  I
• 27:59
  think
• 27:59
  it,
• 27:59
  I
• 27:59
  think
• 27:59
  this
• 27:59
  is
• 28:00
  just
• 28:00
  got
• 28:00
  through
• 28:00
  the
• 28:00
  media,
• 28:02
  you
• 28:02
  know,
• 28:02
  got
• 28:02
  out
• 28:02
  in
• 28:03
  the
• 28:03
  media.
• 28:03
  And
• 28:03
  it
• 28:03
  was
• 28:03
  probably
• 28:04
  just
• 28:04
  the
• 28:04
  benefit
• 28:05
  of
• 28:05
  some
• 28:05
  hard
• 28:05
  work
• 28:06
  of
• 28:06
  some
• 28:06
  individual
• 28:07
  inside
• 28:07
  HCB
• 28:08
  that
• 28:08
  got
• 28:08
  someone
• 28:08
  to
• 28:09
  approve
• 28:09
  this
• 28:09
  test.
• 28:09
  Because
• 28:10
  I
• 28:10
  just
• 28:10
  don't
• 28:11
  see
• 28:11
  it
• 28:11
  in
• 28:11
  the
• 28:11
  long
• 28:11
  run.
• 28:11
  You've
• 28:12
  got
• 28:12
  drone
• 28:12
  delivery
• 28:13
  as
• 28:13
  an
• 28:13
  option.
• 28:13
  You've
• 28:14
  got
• 28:14
  the
• 28:14
  limitations
• 28:14
  of
• 28:15
  this.
• 28:15
  Like
• 28:15
  we've
• 28:15
  talked
• 28:16
  about
• 28:16
  on
• 28:16
  the
• 28:16
  show
• 28:16
  a
• 28:16
  lot
• 28:16
  of
• 28:17
  times,
• 28:17
  one
• 28:17
  to
• 28:17
  one
• 28:17
  delivery
• 28:18
  just
• 28:18
  doesn't
• 28:19
  always
• 28:19
  make
• 28:19
  that
• 28:19
  much
• 28:19
  sense.
• 28:20
  Even
• 28:20
  with
• 28:20
  drones,
• 28:21
  it's
• 28:21
  an
• 28:21
  issue.
• 28:22
  And
• 28:22
  then
• 28:22
  you've
• 28:22
  got
• 28:22
  like
• 28:22
  the
• 28:23
  autonomous,
• 28:23
  you
• 28:24
  know,
• 28:24
  vehicles
• 28:24
  in
• 28:25
  general,
• 28:25
  you
• 28:26
  know,
• 28:26
  growing
• 28:26
  in
• 28:26
  usage,
• 28:27
  both
• 28:27
  from
• 28:28
  taxis.
• 28:28
  So
• 28:29
  if
• 28:29
  we
• 28:29
  get
• 28:29
  taxis
• 28:29
  online
• 28:30
  and
• 28:30
  then
• 28:30
  we
• 28:30
  get
• 28:31
  delivery
• 28:31
  vehicles
• 28:31
  online
• 28:32
  and
• 28:32
  we
• 28:32
  figure
• 28:32
  that
• 28:32
  out,
• 28:32
  like,
• 28:33
  it
• 28:33
  seems
• 28:33
  like
• 28:33
  that's
• 28:33
  a
• 28:34
  better
• 28:34
  way
• 28:34
  to
• 28:34
  go
• 28:34
  in
• 28:34
  the
• 28:34
  long
• 28:34
  run.
• 28:35
  So
• 28:35
  this
• 28:35
  just,
• 28:35
  I,
• 28:36
  I
• 28:36
  came
• 28:36
  up
• 28:36
  the
• 28:36
  word
• 28:36
  garminized
• 28:37
  and
• 28:37
  this
• 28:37
  feels
• 28:38
  like
• 28:38
  it's
• 28:38
  going
• 28:38
  to
• 28:38
  be
• 28:38
  Garmin
• 28:39
  out
• 28:39
  at
• 28:40
  some
• 28:40
  point,
• 28:40
  you
• 28:40
  know,
• 28:41
  like
• 28:41
  Garmin,
• 28:41
  the
• 28:42
  Garmin
• 28:42
  GPS
• 28:43
  systems,
• 28:43
  you
• 28:43
  know,
• 28:44
  like
• 28:44
  it's.
• 28:44
  Going
• 28:44
  to
• 28:45
  go
• 28:45
  the
• 28:45
  way,
• 28:45
  it's
• 28:46
  going.
• 28:46
  To
• 28:46
  go
• 28:46
  the
• 28:46
  way
• 28:46
  of
• 28:46
  Garmin,
• 28:47
  you
• 28:47
  know,
• 28:47
  because
• 28:47
  like,
• 28:47
  it's
• 28:48
  just
• 28:48
  something
• 28:48
  that
• 28:48
  doesn't
• 28:49
  feel,
• 28:49
  you
• 28:49
  know,
• 28:50
  ultimately
• 28:50
  that
• 28:51
  valuable
• 28:51
  in
• 28:51
  the
• 28:51
  long
• 28:51
  run.
• 28:52
  What
• 28:52
  do
• 28:52
  you
• 28:52
  think
• 28:52
  they
• 28:52
  were
• 28:53
  thinking?
• 28:53
  Like,
• 28:53
  how
• 28:54
  does
• 28:54
  somebody
• 28:54
  approve
• 28:55
  this?
• 28:55
  Like,
• 28:55
  do
• 28:55
  you
• 28:55
  see
• 28:55
  any
• 28:56
  potential
• 28:56
  for
• 28:57
  like
• 28:57
  an
• 28:57
  H
• 28:57
  E
• 28:57
  B
• 28:58
  future
• 28:58
  of
• 28:59
  using
• 28:59
  these
• 28:59
  in
• 29:00
  real
• 29:00
  life?
• 29:01
  I
• 29:01
  don't
• 29:01
  know,
• 29:01
  my,
• 29:02
  my
• 29:02
  hunch
• 29:02
  is
• 29:02
  maybe
• 29:03
  that
• 29:03
  the,
• 29:03
  the,
• 29:04
  the
• 29:04
  avride
• 29:04
  came
• 29:05
  in
• 29:05
  and
• 29:05
  said
• 29:05
  hey,
• 29:05
  we'll
• 29:05
  give
• 29:05
  you
• 29:05
  a
• 29:06
  smoking
• 29:06
  deal
• 29:06
  if
• 29:06
  you
• 29:06
  start
• 29:07
  piloting
• 29:07
  us.
• 29:08
  As
• 29:08
  we
• 29:08
  said,
• 29:08
  they're
• 29:09
  an
• 29:09
  Austin
• 29:09
  based
• 29:09
  company,
• 29:10
  right?
• 29:10
  Yeah,
• 29:11
  yeah.
• 29:11
  We
• 29:11
  need
• 29:11
  a
• 29:11
  place
• 29:11
  to
• 29:12
  test
• 29:12
  this
• 29:12
  and
• 29:12
  prove
• 29:12
  out
• 29:13
  the
• 29:13
  model.
• 29:13
  So
• 29:14
  this
• 29:14
  is
• 29:14
  the,
• 29:14
  yeah,
• 29:14
  kind
• 29:14
  of
• 29:14
  the
• 29:15
  inside
• 29:15
  baseball
• 29:15
  and
• 29:16
  potentially
• 29:16
  how
• 29:16
  some
• 29:16
  of
• 29:16
  this
• 29:17
  works
• 29:17
  we
• 29:17
  have
• 29:17
  no
• 29:17
  idea.
• 29:18
  But
• 29:19
  I
• 29:19
  don't
• 29:19
  know.
• 29:19
  That's,
• 29:20
  that's
• 29:20
  just
• 29:20
  my
• 29:20
  take.
• 29:21
  All
• 29:21
  right,
• 29:21
  let's
• 29:21
  head
• 29:21
  on
• 29:22
  to
• 29:22
  headline
• 29:22
  number
• 29:23
  five.
• 29:23
  Amazon
• 29:23
  is
• 29:24
  testing
• 29:24
  tighter
• 29:25
  grocery
• 29:25
  bundling
• 29:26
  for
• 29:26
  same
• 29:26
  day
• 29:26
  deliveries.
• 29:27
  According
• 29:27
  to
• 29:28
  Geek
• 29:28
  Wire,
• 29:28
  Amazon
• 29:29
  is
• 29:29
  making
• 29:29
  a
• 29:29
  more
• 29:29
  concerted
• 29:30
  effort
• 29:30
  to
• 29:31
  get
• 29:31
  customers
• 29:31
  buying
• 29:32
  groceries
• 29:32
  online
• 29:33
  as
• 29:33
  they
• 29:34
  shop
• 29:34
  on
• 29:34
  the
• 29:34
  tech
• 29:35
  giants
• 29:35
  main
• 29:35
  shopping
• 29:36
  storefront.
• 29:37
  After
• 29:37
  loading
• 29:37
  up
• 29:38
  an
• 29:38
  online
• 29:38
  cart
• 29:38
  on
• 29:38
  Amazon.com
• 29:39
  and
• 29:39
  clip
• 29:40
  clicking
• 29:40
  Proceed
• 29:41
  to
• 29:41
  checkout
• 29:42
  instead
• 29:42
  of
• 29:42
  taking
• 29:43
  shoppers
• 29:43
  to
• 29:43
  checkout,
• 29:44
  Amazon
• 29:44
  shows
• 29:45
  a
• 29:45
  page
• 29:45
  with
• 29:45
  more
• 29:46
  than
• 29:46
  100
• 29:46
  grocery
• 29:47
  items
• 29:47
  that
• 29:47
  can
• 29:47
  be
• 29:47
  delivered
• 29:48
  same
• 29:48
  day.
• 29:49
  Amazon
• 29:49
  told
• 29:50
  GeekWire
• 29:50
  quote,
• 29:51
  We're
• 29:51
  currently
• 29:52
  iterating
• 29:52
  on
• 29:52
  new
• 29:53
  experiences
• 29:53
  that
• 29:54
  make
• 29:54
  it
• 29:54
  easier
• 29:54
  for
• 29:54
  customers
• 29:55
  to
• 29:55
  shop
• 29:55
  for
• 29:55
  fresh
• 29:56
  groceries
• 29:57
  alongside
• 29:57
  the
• 29:57
  millions
• 29:58
  of
• 29:58
  items
• 29:59
  available
• 29:59
  for
• 29:59
  same
• 30:00
  day
• 30:00
  delivery.
• 30:00
  End
• 30:01
  quote.
• 30:02
  Chris,
• 30:02
  do
• 30:02
  you
• 30:02
  think
• 30:02
  this
• 30:03
  tactic
• 30:03
  will
• 30:03
  convert
• 30:04
  more
• 30:04
  shoppers
• 30:05
  to
• 30:05
  Amazon
• 30:06
  Grocery?
• 30:07
  Oh
• 30:07
  man,
• 30:07
  I'm
• 30:07
  dying
• 30:08
  to
• 30:08
  hear
• 30:08
  what
• 30:08
  you
• 30:08
  think
• 30:08
  on
• 30:09
  this
• 30:09
  one.
• 30:09
  I,
• 30:09
  I,
• 30:10
  I
• 30:10
  don't
• 30:10
  think
• 30:10
  so.
• 30:11
  I
• 30:11
  don't
• 30:11
  think
• 30:11
  there's
• 30:11
  any
• 30:12
  chance
• 30:12
  in
• 30:12
  hell
• 30:12
  and
• 30:12
  I,
• 30:13
  I,
• 30:13
  I
• 30:13
  don't
• 30:13
  think
• 30:13
  this
• 30:13
  is
• 30:13
  how
• 30:14
  people
• 30:14
  actually
• 30:14
  shop
• 30:15
  for
• 30:15
  groceries.
• 30:15
  It
• 30:16
  may
• 30:16
  take
• 30:16
  a
• 30:16
  chunk
• 30:16
  out
• 30:17
  of
• 30:17
  the
• 30:17
  convenience
• 30:17
  store
• 30:18
  market
• 30:18
  to
• 30:19
  a
• 30:19
  degree.
• 30:19
  You
• 30:19
  know,
• 30:19
  like
• 30:20
  hey,
• 30:20
  I
• 30:20
  need
• 30:20
  a
• 30:20
  quick
• 30:20
  add
• 30:21
  in
• 30:21
  but,
• 30:21
  but
• 30:22
  being
• 30:22
  a
• 30:22
  long
• 30:22
  term
• 30:22
  bridge
• 30:23
  for
• 30:23
  making
• 30:23
  Amazon
• 30:24
  the
• 30:24
  primary
• 30:25
  grocery
• 30:25
  destination
• 30:26
  for
• 30:26
  many
• 30:26
  shoppers,
• 30:27
  that's
• 30:27
  just
• 30:27
  a
• 30:27
  quote
• 30:28
  unquote
• 30:28
  bridge
• 30:28
  too
• 30:29
  far
• 30:29
  for
• 30:29
  me
• 30:29
  I
• 30:29
  think
• 30:29
  and
• 30:30
  is
• 30:30
  what
• 30:30
  I'd
• 30:30
  say
• 30:30
  because
• 30:31
  like
• 30:31
  in
• 30:32
  the,
• 30:32
  the
• 30:32
  author
• 30:32
  of
• 30:33
  the
• 30:33
  article's
• 30:33
  example,
• 30:34
  he
• 30:34
  like
• 30:34
  did
• 30:34
  this
• 30:34
  when
• 30:34
  he
• 30:34
  bought
• 30:35
  an
• 30:35
  SD
• 30:35
  card.
• 30:36
  Like
• 30:36
  that's
• 30:36
  just
• 30:37
  not
• 30:37
  how
• 30:37
  I
• 30:37
  shop
• 30:37
  for
• 30:38
  groceries.
• 30:38
  Right.
• 30:38
  You
• 30:38
  know,
• 30:39
  and
• 30:39
  I'm
• 30:39
  so
• 30:39
  that's
• 30:40
  not
• 30:40
  gonna
• 30:40
  actually
• 30:40
  make
• 30:41
  me
• 30:41
  go
• 30:41
  oh
• 30:41
  maybe
• 30:41
  I
• 30:42
  should
• 30:42
  just
• 30:42
  get
• 30:42
  all
• 30:42
  my
• 30:42
  groceries
• 30:43
  from
• 30:43
  Amazon.
• 30:43
  I
• 30:44
  don't
• 30:44
  think
• 30:44
  so.
• 30:44
  It's,
• 30:44
  it's
• 30:45
  just
• 30:45
  a
• 30:45
  hard
• 30:45
  thing
• 30:45
  to
• 30:45
  disrupt.
• 30:46
  Especially
• 30:46
  with
• 30:46
  that
• 30:46
  local
• 30:47
  grocery
• 30:47
  trip
• 30:48
  habit
• 30:48
  that
• 30:48
  we
• 30:49
  all
• 30:49
  make
• 30:49
  to
• 30:49
  the
• 30:49
  stores
• 30:50
  and
• 30:50
  that
• 30:50
  the
• 30:50
  pandemic
• 30:50
  showed
• 30:51
  we
• 30:51
  all
• 30:51
  really
• 30:51
  wanna
• 30:52
  make
• 30:52
  at
• 30:52
  the
• 30:52
  end
• 30:52
  of
• 30:52
  the
• 30:52
  day.
• 30:52
  So
• 30:53
  that's
• 30:53
  my
• 30:53
  thing.
• 30:53
  I
• 30:53
  don't,
• 30:54
  I
• 30:54
  think
• 30:54
  this
• 30:54
  is
• 30:54
  just
• 30:54
  more
• 30:55
  like
• 30:55
  okay,
• 30:55
  yeah,
• 30:56
  whatever
• 30:56
  Amazon,
• 30:56
  try
• 30:56
  it
• 30:57
  as
• 30:57
  much
• 30:57
  as
• 30:57
  you
• 30:57
  want.
• 30:57
  Yeah,
• 30:58
  I
• 30:58
  mean
• 30:58
  I
• 30:58
  think
• 30:59
  there's
• 30:59
  the
• 30:59
  intent
• 30:59
  issue,
• 31:00
  like
• 31:00
  what
• 31:00
  are
• 31:00
  you
• 31:01
  going
• 31:01
  to
• 31:01
  Amazon
• 31:01
  to
• 31:02
  get
• 31:02
  and
• 31:03
  people,
• 31:03
  it's
• 31:04
  rare
• 31:04
  that
• 31:04
  they're
• 31:04
  like,
• 31:05
  I
• 31:05
  need
• 31:06
  apples
• 31:06
  and
• 31:07
  an
• 31:07
  SD
• 31:07
  card
• 31:08
  at
• 31:08
  the
• 31:08
  same
• 31:08
  time.
• 31:09
  Like,
• 31:09
  that's
• 31:09
  just
• 31:09
  not
• 31:10
  natural
• 31:10
  behavior.
• 31:11
  Now
• 31:11
  do
• 31:11
  I
• 31:12
  think
• 31:12
  this
• 31:12
  costs
• 31:13
  Amazon
• 31:13
  anything
• 31:13
  to
• 31:14
  try?
• 31:14
  Like
• 31:14
  they're
• 31:15
  putting
• 31:15
  up
• 31:15
  an
• 31:15
  interstitial
• 31:16
  page.
• 31:16
  Like,
• 31:16
  okay,
• 31:17
  I
• 31:17
  guess
• 31:17
  you
• 31:17
  can
• 31:17
  collect
• 31:18
  data
• 31:18
  from
• 31:18
  that.
• 31:19
  But
• 31:19
  I
• 31:19
  think
• 31:19
  you
• 31:20
  look
• 31:20
  at
• 31:20
  even
• 31:20
  how
• 31:20
  hard
• 31:21
  Walmart's
• 31:21
  trying
• 31:21
  just
• 31:22
  to
• 31:22
  get
• 31:22
  people
• 31:22
  to
• 31:22
  realize,
• 31:23
  like
• 31:23
  with
• 31:23
  the
• 31:23
  whole
• 31:24
  who
• 31:24
  Knew
• 31:24
  Campaign.
• 31:24
  Yeah,
• 31:25
  we
• 31:25
  have
• 31:25
  groceries,
• 31:26
  Same
• 31:26
  day
• 31:26
  delivery,
• 31:27
  one
• 31:27
  hour
• 31:27
  delivery.
• 31:28
  We
• 31:28
  have
• 31:28
  TVs,
• 31:29
  saunas,
• 31:30
  like
• 31:30
  whatever
• 31:30
  you
• 31:30
  need.
• 31:30
  Like,
• 31:31
  like
• 31:31
  you're,
• 31:32
  I
• 31:32
  think
• 31:32
  you're
• 31:32
  totally
• 31:33
  right
• 31:33
  in
• 31:33
  saying,
• 31:33
  like,
• 31:34
  that's
• 31:34
  just
• 31:34
  not
• 31:34
  the
• 31:34
  mindset
• 31:35
  and
• 31:35
  intent
• 31:35
  that
• 31:36
  people
• 31:36
  are
• 31:36
  in
• 31:36
  when
• 31:37
  they're
• 31:37
  going
• 31:38
  to
• 31:38
  Amazon.
• 31:39
  And
• 31:40
  I
• 31:40
  think,
• 31:40
  you
• 31:40
  know,
• 31:41
  Walmart
• 31:41
  here
• 31:41
  is
• 31:41
  just
• 31:42
  much
• 31:42
  better
• 31:42
  positioned
• 31:43
  because
• 31:43
  people
• 31:43
  are
• 31:43
  already
• 31:44
  going
• 31:44
  there
• 31:44
  for
• 31:44
  groceries
• 31:45
  and,
• 31:45
  and
• 31:45
  it
• 31:45
  makes
• 31:46
  sense
• 31:46
  at
• 31:46
  that
• 31:46
  point
• 31:47
  to
• 31:47
  be
• 31:47
  like,
• 31:47
  oh
• 31:47
  yeah,
• 31:48
  I
• 31:48
  need
• 31:48
  toilet
• 31:48
  paper
• 31:49
  or
• 31:49
  paper
• 31:50
  towels
• 31:50
  or
• 31:50
  whatever.
• 31:51
  So
• 31:52
  I,
• 31:52
  I,
• 31:53
  I
• 31:53
  think
• 31:54
  poor
• 31:54
  Amazon.
• 31:55
  You
• 31:55
  still
• 31:55
  have
• 31:55
  a,
• 31:56
  you
• 31:56
  still
• 31:56
  have.
• 31:56
  A
• 31:56
  grocery,
• 31:57
  Amazon's
• 31:57
  grocery.
• 31:58
  We
• 31:58
  haven't
• 31:58
  had
• 31:58
  a,
• 31:58
  we
• 31:58
  haven't
• 31:58
  bought
• 31:59
  at
• 31:59
  Amazon
• 31:59
  about
• 31:59
  grocery
• 31:59
  store.
• 32:00
  You're
• 32:00
  right
• 32:00
  though.
• 32:00
  I
• 32:00
  mean
• 32:00
  it's
• 32:01
  basically
• 32:01
  just
• 32:01
  they've
• 32:01
  changed
• 32:01
  the
• 32:02
  recommendation
• 32:02
  engine
• 32:02
  to
• 32:03
  serve
• 32:03
  up
• 32:03
  cucumbers
• 32:03
  and
• 32:04
  apples.
• 32:04
  That's
• 32:04
  basically
• 32:05
  what
• 32:05
  I
• 32:05
  took
• 32:05
  from
• 32:05
  this
• 32:05
  article.
• 32:05
  And
• 32:06
  you're
• 32:06
  right,
• 32:06
  like
• 32:06
  Walmart
• 32:07
  has
• 32:07
  a
• 32:07
  much
• 32:08
  better
• 32:08
  likelihood
• 32:08
  to
• 32:09
  win
• 32:09
  in
• 32:09
  that
• 32:09
  recommendation
• 32:10
  engine
• 32:11
  battle
• 32:11
  and
• 32:11
  it's
• 32:11
  not
• 32:12
  going
• 32:12
  to
• 32:12
  change
• 32:12
  the
• 32:12
  habits
• 32:13
  over
• 32:13
  time.
• 32:13
  That's
• 32:13
  a
• 32:13
  great
• 32:14
  point.
• 32:14
  No.
• 32:15
  All
• 32:15
  right,
• 32:15
  well,
• 32:15
  let's
• 32:15
  go
• 32:15
  to
• 32:15
  the
• 32:16
  lightning
• 32:16
  round.
• 32:17
  Question
• 32:17
  number
• 32:18
  one.
• 32:18
  Chris
• 32:18
  Olipop
• 32:19
  partnered
• 32:20
  with
• 32:20
  Amazon
• 32:20
  Ads
• 32:21
  to
• 32:21
  drop
• 32:21
  5,000
• 32:22
  exclusive
• 32:22
  VIP
• 32:23
  boxes
• 32:24
  for
• 32:24
  5
• 32:24
  cents
• 32:25
  each
• 32:25
  on
• 32:25
  Amazon
• 32:26
  starting
• 32:26
  June
• 32:26
  30th.
• 32:27
  Each
• 32:27
  box
• 32:28
  includes
• 32:28
  seasonal
• 32:29
  Olipop
• 32:29
  flavors
• 32:29
  and
• 32:30
  branded
• 32:30
  merchandise,
• 32:31
  which
• 32:31
  Olipop
• 32:32
  is
• 32:32
  hoping
• 32:33
  that
• 32:34
  they
• 32:34
  can
• 32:34
  give
• 32:34
  people
• 32:35
  in
• 32:35
  exchange
• 32:35
  for
• 32:36
  social
• 32:36
  posts
• 32:37
  from
• 32:37
  their
• 32:37
  regular
• 32:38
  everyday
• 32:39
  consumers
• 32:39
  instead
• 32:39
  of
• 32:39
  influencers.
• 32:40
  If
• 32:41
  you
• 32:41
  were
• 32:41
  to
• 32:42
  influence
• 32:43
  for
• 32:44
  free
• 32:44
  for
• 32:45
  one
• 32:45
  brand,
• 32:45
  if
• 32:46
  they
• 32:46
  sent
• 32:46
  you
• 32:46
  a
• 32:46
  box
• 32:46
  of
• 32:47
  their
• 32:47
  greatest
• 32:48
  products,
• 32:48
  what
• 32:48
  brand
• 32:49
  would
• 32:49
  you
• 32:49
  choose?
• 32:50
  Oh
• 32:50
  man,
• 32:50
  I'm
• 32:50
  not
• 32:51
  aiming
• 32:51
  very
• 32:51
  high
• 32:51
  on
• 32:51
  this
• 32:52
  one,
• 32:52
  but
• 32:52
  I
• 32:52
  think
• 32:52
  I'd
• 32:52
  pick
• 32:53
  Twix
• 32:54
  because
• 32:54
  it's
• 32:54
  only
• 32:54
  candy
• 32:55
  with
• 32:55
  the
• 32:55
  cookie
• 32:55
  crunch.
• 32:56
  Like
• 32:56
  I
• 32:56
  just
• 32:56
  love
• 32:56
  the
• 32:56
  cookie
• 32:57
  crunch
• 32:57
  of
• 32:57
  a
• 32:57
  Twix
• 32:57
  bar.
• 32:58
  So
• 32:58
  you
• 32:58
  would
• 32:58
  fresh
• 32:59
  Twix
• 32:59
  bar
• 32:59
  give
• 33:00
  content
• 33:00
  for
• 33:01
  like
• 33:01
  a
• 33:01
  $twix
• 33:02
  bar?
• 33:02
  Yeah,
• 33:03
  for
• 33:03
  sure.
• 33:03
  No,
• 33:04
  not
• 33:04
  a
• 33:04
  dollar,
• 33:04
  but
• 33:04
  like
• 33:05
  a
• 33:05
  gross
• 33:06
  annual
• 33:07
  caseload
• 33:08
  100.
• 33:08
  Okay,
• 33:09
  so
• 33:09
  you're
• 33:09
  checking.
• 33:10
  This
• 33:10
  is
• 33:10
  not,
• 33:10
  you're
• 33:10
  not
• 33:10
  doing
• 33:11
  the
• 33:11
  5
• 33:11
  cent
• 33:11
  box
• 33:12
  full
• 33:12
  of
• 33:12
  Twix
• 33:12
  on
• 33:13
  Amazon
• 33:13
  you're
• 33:13
  just.
• 33:14
  I
• 33:14
  probably
• 33:14
  still
• 33:15
  would
• 33:15
  do
• 33:15
  it.
• 33:15
  And
• 33:15
  I
• 33:16
  mean,
• 33:16
  I'm
• 33:16
  a
• 33:17
  cheap
• 33:17
  date,
• 33:17
  you
• 33:17
  know.
• 33:18
  All
• 33:18
  right,
• 33:18
  the
• 33:18
  next
• 33:18
  one.
• 33:19
  This
• 33:19
  one
• 33:19
  comes
• 33:19
  courtesy
• 33:20
  of
• 33:20
  Omnitox
• 33:21
  superfan
• 33:21
  John
• 33:21
  Sedevy.
• 33:23
  And
• 33:23
  this
• 33:23
  summer,
• 33:23
  Jimmy
• 33:24
  John
• 33:24
  is
• 33:24
  turning
• 33:24
  up
• 33:24
  the
• 33:24
  heat
• 33:25
  and
• 33:25
  serving
• 33:25
  up
• 33:25
  the
• 33:25
  ultimate
• 33:26
  beachside
• 33:26
  pairing.
• 33:27
  A
• 33:27
  satisfying
• 33:28
  sandwich
• 33:28
  in
• 33:29
  one
• 33:29
  hand
• 33:29
  and
• 33:29
  a
• 33:29
  steamy
• 33:30
  story
• 33:31
  in
• 33:31
  the
• 33:31
  other.
• 33:32
  With
• 33:32
  any
• 33:32
  sandwich
• 33:33
  or
• 33:33
  wrap
• 33:33
  purchase.
• 33:33
  With
• 33:34
  the
• 33:34
  use
• 33:34
  of
• 33:34
  promo
• 33:34
  code,
• 33:35
  Beachhead
• 33:35
  fans
• 33:36
  can
• 33:36
  unlock
• 33:36
  access
• 33:37
  to
• 33:37
  the
• 33:37
  Blade
• 33:38
  and
• 33:38
  the
• 33:38
  Brine,
• 33:39
  a
• 33:39
  custom
• 33:39
  two
• 33:40
  part
• 33:40
  Romantasy
• 33:41
  audiobook
• 33:42
  narrated
• 33:42
  by
• 33:42
  none
• 33:43
  other
• 33:43
  than
• 33:43
  White
• 33:43
  Lotus
• 33:44
  Star
• 33:44
  and
• 33:44
  Heartthrob.
• 33:45
  I
• 33:45
  guess
• 33:45
  he's
• 33:45
  a
• 33:46
  heartthrob
• 33:46
  now.
• 33:47
  Walton
• 33:47
  Goggins.
• 33:48
  It
• 33:48
  will
• 33:49
  make
• 33:49
  you
• 33:49
  toss
• 33:49
  your
• 33:49
  paperback
• 33:50
  aside
• 33:50
  and
• 33:50
  order
• 33:51
  faster
• 33:51
  than
• 33:51
  you
• 33:51
  can
• 33:52
  say
• 33:52
  meet
• 33:53
  cute.
• 33:54
  All
• 33:54
  right,
• 33:54
  and
• 33:54
  what
• 33:55
  is
• 33:55
  the
• 33:55
  steamiest
• 33:56
  romance
• 33:56
  novel
• 33:56
  you've
• 33:57
  ever
• 33:57
  read?
• 33:57
  I
• 33:58
  mean,
• 33:58
  wait
• 33:59
  for
• 33:59
  a
• 33:59
  second,
• 33:59
  like
• 34:00
  I'm
• 34:00
  supposed
• 34:00
  to
• 34:00
  order
• 34:01
  a
• 34:01
  mayonnaise
• 34:01
  filled
• 34:02
  sandwich
• 34:02
  in
• 34:03
  one
• 34:03
  hand
• 34:03
  and
• 34:03
  then
• 34:04
  be
• 34:04
  thinking
• 34:04
  of
• 34:04
  reading
• 34:05
  a
• 34:05
  steamy
• 34:06
  romance
• 34:06
  novel.
• 34:07
  That
• 34:07
  sounds
• 34:07
  disgusting
• 34:08
  to
• 34:08
  me.
• 34:09
  I
• 34:09
  can't
• 34:09
  get
• 34:09
  past
• 34:09
  it.
• 34:11
  Ever
• 34:11
  seen
• 34:12
  Nine
• 34:12
  and
• 34:12
  a
• 34:12
  Half
• 34:12
  Weeks?
• 34:14
  No,
• 34:14
  no,
• 34:15
  no,
• 34:15
  no.
• 34:16
  I.
• 34:16
  I'm
• 34:17
  not
• 34:17
  really
• 34:17
  one
• 34:17
  for
• 34:18
  the
• 34:18
  steamy
• 34:18
  genres,
• 34:19
  so
• 34:19
  I
• 34:19
  know
• 34:20
  there's
• 34:20
  a
• 34:20
  lot
• 34:20
  of
• 34:20
  really
• 34:20
  good
• 34:21
  ones
• 34:21
  out
• 34:21
  there,
• 34:21
  but
• 34:22
  the
• 34:22
  last
• 34:22
  ever
• 34:23
  read
• 34:23
  one.
• 34:24
  Yeah,
• 34:24
  I
• 34:24
  used
• 34:25
  to
• 34:25
  read
• 34:25
  them
• 34:25
  when
• 34:25
  I
• 34:25
  worked
• 34:25
  at
• 34:26
  the
• 34:26
  corn
• 34:26
  stand
• 34:26
  because
• 34:26
  that
• 34:27
  was
• 34:27
  all
• 34:27
  that
• 34:27
  we
• 34:27
  had,
• 34:27
  were
• 34:28
  like
• 34:28
  old
• 34:28
  Danielle
• 34:29
  Steele
• 34:29
  novels.
• 34:30
  But.
• 34:30
  But
• 34:31
  the
• 34:31
  last
• 34:31
  one
• 34:31
  I
• 34:31
  probably
• 34:32
  read
• 34:32
  was
• 34:32
  like
• 34:32
  the
• 34:32
  Twilight
• 34:33
  series
• 34:33
  and
• 34:34
  that
• 34:34
  was
• 34:34
  probably
• 34:34
  as
• 34:34
  racy
• 34:35
  as
• 34:35
  I
• 34:35
  get.
• 34:35
  I'd
• 34:36
  rather
• 34:36
  I
• 34:36
  get
• 34:37
  more
• 34:37
  turned
• 34:37
  on
• 34:37
  by
• 34:38
  books
• 34:38
  about
• 34:38
  business
• 34:39
  startups
• 34:39
  than
• 34:39
  I
• 34:39
  do
• 34:40
  about,
• 34:40
  about.
• 34:41
  Yeah,
• 34:42
  that's
• 34:42
  not
• 34:42
  even
• 34:42
  steamy.
• 34:43
  That's
• 34:43
  like
• 34:43
  a.
• 34:43
  That's
• 34:43
  not
• 34:44
  even
• 34:44
  like
• 34:44
  a
• 34:44
  boil.
• 34:44
  That's
• 34:45
  like
• 34:45
  a
• 34:45
  simmering
• 34:45
  pot
• 34:46
  of
• 34:46
  water.
• 34:46
  The
• 34:46
  Twilight
• 34:47
  series.
• 34:47
  Yeah.
• 34:48
  So,
• 34:48
  all
• 34:48
  right.
• 34:49
  Chris
• 34:49
  Unilever
• 34:50
  just
• 34:50
  acquired
• 34:51
  Dr.
• 34:51
  Squatch,
• 34:52
  the
• 34:52
  bar
• 34:52
  soap
• 34:52
  and
• 34:53
  male
• 34:53
  grooming
• 34:53
  products
• 34:54
  company
• 34:54
  that's
• 34:55
  very
• 34:55
  popular
• 34:56
  with
• 34:56
  Gen
• 34:56
  Z.
• 34:56
  Are
• 34:57
  you
• 34:57
  more
• 34:57
  of
• 34:57
  a
• 34:57
  bar
• 34:58
  soap
• 34:58
  or
• 34:58
  a
• 34:59
  body
• 34:59
  wash
• 34:59
  guy?
• 35:00
  Oh,
• 35:00
  interesting
• 35:01
  question.
• 35:03
  You
• 35:03
  know,
• 35:03
  I
• 35:03
  used
• 35:03
  to
• 35:04
  for
• 35:04
  years
• 35:04
  be
• 35:04
  100%
• 35:05
  the
• 35:05
  bar
• 35:05
  soap
• 35:05
  guy,
• 35:06
  but
• 35:06
  I
• 35:06
  think
• 35:06
  like
• 35:07
  3.
• 35:07
  Like
• 35:07
  soap
• 35:07
  on
• 35:08
  a
• 35:08
  rope
• 35:08
  inside
• 35:08
  something
• 35:09
  or
• 35:09
  just
• 35:10
  straight
• 35:10
  up?
• 35:10
  No,
• 35:11
  straight
• 35:11
  up
• 35:11
  bar
• 35:11
  soap.
• 35:12
  Yeah,
• 35:12
  you
• 35:12
  know,
• 35:12
  like
• 35:13
  Dove,
• 35:13
  Ivory,
• 35:14
  Irish
• 35:15
  Spring.
• 35:15
  You
• 35:15
  know,
• 35:16
  they've
• 35:16
  all
• 35:16
  gone
• 35:16
  through
• 35:16
  the
• 35:18
  turntable
• 35:19
  here,
• 35:19
  the
• 35:19
  shower
• 35:19
  turntable,
• 35:20
  over
• 35:20
  the
• 35:20
  course
• 35:20
  of
• 35:21
  years.
• 35:21
  But
• 35:21
  now
• 35:21
  I
• 35:21
  think
• 35:21
  three
• 35:22
  or
• 35:22
  four
• 35:22
  years
• 35:22
  ago,
• 35:22
  I
• 35:22
  made
• 35:23
  the
• 35:23
  permanent
• 35:23
  switch
• 35:24
  to
• 35:24
  body
• 35:24
  wash.
• 35:25
  Okay,
• 35:25
  what's
• 35:26
  your
• 35:26
  body
• 35:26
  wash
• 35:26
  brand
• 35:27
  of
• 35:27
  choice?
• 35:28
  I
• 35:28
  use
• 35:28
  like
• 35:29
  the
• 35:29
  dove
• 35:30
  sensitive
• 35:30
  skin
• 35:30
  and
• 35:31
  because,
• 35:31
  you
• 35:31
  know,
• 35:31
  I
• 35:31
  got
• 35:32
  really
• 35:32
  sensitive
• 35:32
  Skin
• 35:33
  that
• 35:33
  I
• 35:33
  have
• 35:33
  to
• 35:33
  protect.
• 35:33
  Okay.
• 35:34
  You
• 35:34
  know,
• 35:34
  it's.
• 35:35
  It's
• 35:35
  very
• 35:35
  important
• 35:36
  to
• 35:36
  me.
• 35:36
  No,
• 35:36
  I
• 35:37
  don't
• 35:37
  have
• 35:37
  a
• 35:37
  loofah.
• 35:38
  So
• 35:38
  you're
• 35:38
  just
• 35:38
  squirting
• 35:39
  the
• 35:39
  body
• 35:39
  wash
• 35:40
  in
• 35:40
  your
• 35:40
  hand
• 35:40
  and
• 35:40
  you're
• 35:41
  not
• 35:41
  lathering
• 35:42
  or
• 35:42
  anything?
• 35:42
  Oh,
• 35:42
  yeah,
• 35:43
  no,
• 35:43
  I
• 35:43
  got
• 35:43
  to
• 35:43
  get
• 35:43
  some
• 35:44
  lather.
• 35:44
  Like,
• 35:44
  you
• 35:44
  got
• 35:45
  to
• 35:45
  lather
• 35:45
  it
• 35:45
  up.
• 35:45
  You
• 35:46
  know,
• 35:46
  you
• 35:46
  got
• 35:46
  to
• 35:47
  get
• 35:47
  a
• 35:47
  good
• 35:47
  lather
• 35:47
  going.
• 35:48
  So
• 35:48
  you're
• 35:48
  going
• 35:48
  through
• 35:48
  body
• 35:49
  wash
• 35:49
  like
• 35:49
  crazy.
• 35:50
  Yeah,
• 35:50
  yeah,
• 35:50
  probably.
• 35:51
  Yeah.
• 35:51
  I
• 35:51
  mean,
• 35:51
  I
• 35:51
  probably
• 35:51
  shower
• 35:52
  two
• 35:52
  or
• 35:52
  three
• 35:52
  times
• 35:52
  a
• 35:52
  day.
• 35:53
  Just
• 35:53
  no
• 35:53
  loofah.
• 35:54
  You
• 35:54
  don't
• 35:54
  want.
• 35:54
  No,
• 35:54
  no,
• 35:54
  no,
• 35:55
  no
• 35:55
  loofah.
• 35:55
  No
• 35:56
  loofah.
• 35:56
  No,
• 35:57
  that's.
• 35:57
  That's
• 35:57
  too.
• 35:58
  Yeah.
• 35:58
  That
• 35:58
  reminds
• 35:59
  me
• 35:59
  of
• 35:59
  Caddyshack
• 36:00
  with
• 36:00
  the
• 36:00
  loofah
• 36:00
  scene.
• 36:00
  But
• 36:00
  anyway,
• 36:01
  Tombstone
• 36:02
  is
• 36:02
  launching
• 36:02
  a
• 36:02
  french
• 36:02
  fry
• 36:03
  style
• 36:03
  crust
• 36:04
  pizza
• 36:04
  with
• 36:05
  a
• 36:05
  crispy
• 36:05
  potato
• 36:06
  based
• 36:06
  crust.
• 36:06
  It's
• 36:07
  available
• 36:07
  in
• 36:07
  two
• 36:07
  varieties
• 36:07
  and
• 36:08
  loaded
• 36:08
  bacon,
• 36:08
  cheddar,
• 36:09
  and
• 36:09
  chili
• 36:09
  cheese.
• 36:10
  Two
• 36:10
  questions
• 36:10
  for
• 36:10
  you
• 36:11
  to
• 36:11
  end
• 36:11
  the
• 36:11
  show.
• 36:11
  Why
• 36:11
  has
• 36:12
  no
• 36:12
  one
• 36:12
  ever
• 36:12
  thought
• 36:12
  of
• 36:12
  french
• 36:13
  fry
• 36:13
  pizza
• 36:13
  before?
• 36:14
  And
• 36:14
  which
• 36:14
  of
• 36:14
  the
• 36:15
  two
• 36:15
  varieties
• 36:15
  are
• 36:15
  you
• 36:16
  most
• 36:16
  likely
• 36:16
  to
• 36:16
  try
• 36:16
  first?
• 36:17
  Is
• 36:18
  this
• 36:18
  like
• 36:18
  a
• 36:18
  gluten
• 36:18
  free
• 36:19
  play
• 36:19
  or
• 36:19
  something?
• 36:20
  Like
• 36:20
  they're
• 36:20
  trying
• 36:20
  to
• 36:20
  come
• 36:21
  up
• 36:21
  with
• 36:21
  an
• 36:21
  alternative
• 36:21
  gluten
• 36:22
  free
• 36:22
  crust.
• 36:23
  It
• 36:23
  may
• 36:23
  be.
• 36:23
  I
• 36:24
  don't
• 36:24
  know.
• 36:24
  Yeah,
• 36:24
  that's
• 36:24
  a
• 36:24
  good
• 36:24
  question.
• 36:25
  Yeah,
• 36:25
  I'm
• 36:25
  surprised.
• 36:26
  I
• 36:26
  mean,
• 36:26
  there's
• 36:26
  been
• 36:27
  tachos,
• 36:27
  Tater
• 36:28
  tot
• 36:28
  nachos.
• 36:29
  I
• 36:29
  mean,
• 36:29
  you've
• 36:29
  got
• 36:30
  baked
• 36:30
  potato
• 36:30
  pizza,
• 36:31
  like,
• 36:31
  I
• 36:31
  don't
• 36:32
  know
• 36:32
  why
• 36:32
  Cauliflower
• 36:33
  pizza,
• 36:33
  right?
• 36:33
  Yeah.
• 36:33
  Put
• 36:34
  it
• 36:34
  in
• 36:34
  the
• 36:34
  base.
• 36:35
  I
• 36:36
  would
• 36:36
  probably
• 36:36
  say
• 36:37
  the.
• 36:37
  The
• 36:38
  bacon
• 36:38
  and
• 36:39
  cheddar.
• 36:39
  One
• 36:40
  chili
• 36:40
  cheese
• 36:40
  just
• 36:41
  never.
• 36:41
  I.
• 36:42
  Unless
• 36:42
  it's
• 36:42
  a
• 36:43
  homemade
• 36:43
  chili.
• 36:44
  I
• 36:44
  don't
• 36:44
  ever
• 36:44
  want
• 36:45
  chili
• 36:45
  cheese
• 36:45
  anything.
• 36:46
  I
• 36:46
  think
• 36:46
  that's.
• 36:47
  That
• 36:47
  scares
• 36:47
  me.
• 36:47
  Yeah.
• 36:48
  Do
• 36:48
  you
• 36:48
  like
• 36:48
  pizza
• 36:48
  and
• 36:49
  french
• 36:49
  fries
• 36:49
  as
• 36:49
  a
• 36:49
  combo?
• 36:51
  I
• 36:51
  don't
• 36:51
  know.
• 36:52
  I
• 36:52
  don't
• 36:52
  ever.
• 36:52
  I
• 36:53
  love
• 36:53
  it.
• 36:53
  I
• 36:53
  love
• 36:53
  it.
• 36:54
  It's
• 36:54
  like
• 36:54
  one
• 36:54
  of
• 36:54
  my
• 36:54
  favorite.
• 36:55
  Like,
• 36:55
  you
• 36:55
  put
• 36:55
  the
• 36:55
  french
• 36:55
  fries.
• 36:57
  No,
• 36:57
  just
• 36:57
  like
• 36:57
  eating
• 36:57
  them
• 36:58
  side
• 36:58
  by
• 36:58
  side.
• 36:59
  So
• 36:59
  I
• 36:59
  feel
• 36:59
  like
• 36:59
  you're
• 36:59
  now
• 37:00
  mashing
• 37:00
  it
• 37:00
  up
• 37:00
  and
• 37:00
  it
• 37:00
  tastes.
• 37:01
  It
• 37:01
  potentially
• 37:02
  has
• 37:02
  a
• 37:02
  lot
• 37:02
  of
• 37:02
  potential
• 37:02
  I'm
• 37:03
  aware
• 37:03
  of.
• 37:03
  Yeah.
• 37:04
  I
• 37:04
  mean,
• 37:04
  it's
• 37:04
  full
• 37:04
  of
• 37:04
  carbs.
• 37:05
  And
• 37:05
  then
• 37:05
  if
• 37:05
  you
• 37:05
  get
• 37:05
  beer,
• 37:06
  it's
• 37:06
  like,
• 37:06
  good
• 37:06
  night.
• 37:07
  Good.
• 37:07
  Game
• 37:07
  over.
• 37:08
  Yeah,
• 37:08
  that's
• 37:09
  going
• 37:09
  to
• 37:09
  be
• 37:09
  a
• 37:10
  heavy,
• 37:10
  heavy
• 37:11
  load
• 37:11
  in
• 37:11
  your.
• 37:12
  In
• 37:12
  your
• 37:12
  stomach
• 37:13
  for
• 37:13
  sure.
• 37:16
  In
• 37:16
  your
• 37:16
  stomach.
• 37:18
  Quarter
• 37:18
  the
• 37:18
  show
• 37:18
  there.
• 37:19
  All
• 37:19
  right.
• 37:19
  Happy
• 37:19
  birthday
• 37:20
  today
• 37:20
  to
• 37:20
  Ricky
• 37:20
  Gervais,
• 37:21
  Carly
• 37:22
  Simon
• 37:22
  and
• 37:22
  to
• 37:23
  John
• 37:23
  Benjamin
• 37:23
  Hickey,
• 37:24
  AKA
• 37:25
  Becca's
• 37:25
  dad
• 37:26
  from
• 37:26
  Pitch
• 37:27
  Perfect.
• 37:27
  And
• 37:27
  remember,
• 37:28
  if
• 37:28
  you
• 37:28
  can
• 37:28
  only
• 37:28
  read
• 37:28
  or
• 37:29
  listen
• 37:29
  to
• 37:29
  one
• 37:29
  blog
• 37:29
  in
• 37:30
  the
• 37:30
  business,
• 37:30
  make
• 37:30
  it
• 37:30
  on
• 37:31
  Me
• 37:31
  Talk,
• 37:31
  the
• 37:31
  only
• 37:31
  retail
• 37:32
  media
• 37:32
  outlet
• 37:32
  run
• 37:32
  by
• 37:33
  two
• 37:33
  former
• 37:33
  executives
• 37:33
  from
• 37:34
  a
• 37:34
  current
• 37:34
  top
• 37:34
  10
• 37:34
  US
• 37:35
  retailer.
• 37:36
  Our
• 37:36
  Fast
• 37:36
  Five
• 37:36
  podcast
• 37:37
  is
• 37:37
  the
• 37:37
  quickest,
• 37:37
  fastest
• 37:37
  running
• 37:38
  of
• 37:38
  all
• 37:38
  the
• 37:38
  week's
• 37:38
  top
• 37:39
  news,
• 37:39
  and
• 37:39
  our
• 37:39
  daily
• 37:40
  newsletter,
• 37:40
  the
• 37:40
  Retail
• 37:41
  Daily
• 37:41
  Minute,
• 37:41
  tells
• 37:41
  you
• 37:42
  all
• 37:42
  you
• 37:42
  need
• 37:42
  to
• 37:42
  know
• 37:42
  each
• 37:42
  day
• 37:43
  to
• 37:43
  stay
• 37:43
  on
• 37:44
  top
• 37:44
  of
• 37:44
  your
• 37:44
  game
• 37:44
  as
• 37:44
  a
• 37:45
  retail
• 37:45
  executive
• 37:45
  and
• 37:45
  also
• 37:46
  regularly
• 37:46
  feature
• 37:47
  special
• 37:47
  content
• 37:47
  that
• 37:47
  is
• 37:48
  exclusive
• 37:48
  to
• 37:48
  us
• 37:49
  and
• 37:49
  that
• 37:49
  Ann
• 37:49
  and
• 37:49
  I
• 37:50
  take
• 37:50
  a
• 37:50
  lot
• 37:50
  of
• 37:50
  pride
• 37:50
  in
• 37:51
  doing
• 37:51
  just
• 37:51
  for
• 37:51
  you.
• 37:51
  Thanks
• 37:52
  as
• 37:52
  always
• 37:52
  for
• 37:52
  listening,
• 37:52
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• 37:52
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• 37:53
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• 37:53
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• 37:53
  like
• 37:53
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• 37:53
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• 37:53
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• 37:54
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• 37:54
  wherever
• 37:54
  you
• 37:54
  happen
• 37:55
  to
• 37:55
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• 37:55
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• 37:56
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• 37:56
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• 37:57
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• 37:57
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• 37:57
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• 37:57
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• 37:58
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• 37:58
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• 38:00
  omnitalkretail
• 38:02
  so
• 38:02
  until
• 38:02
  next
• 38:02
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• 38:03
  on
• 38:03
  behalf
• 38:04
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• 38:04
  all
• 38:04
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• 38:04
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• 38:04
  here
• 38:04
  at
• 38:04
  Omnitalk
• 38:05
  Retail,
• 38:05
  as
• 38:06
  always,
• 38:06
  be
• 38:06
  careful
• 38:07
  out
• 38:07
  there.