Latest / Omni Talk Retail / Walmart Expands ESLs To All Stores, DoorDash Teams With Ibotta & Simbe Hits The Spot | Fast Five

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Walmart Expands ESLs To All Stores, DoorDash Teams With Ibotta & Simbe Hits The Spot | Fast Five · Omni Talk Retail

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• 1:39
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• 1:39
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• 1:39
  smarter,
• 1:40
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  happier
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• 1:42
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• 1:45
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  alongside
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• 1:52
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• 1:52
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• 1:52
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• 1:52
  a
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• 1:53
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• 1:58
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• 1:59
  deep
• 1:59
  each
• 1:59
  week
• 2:00
  on
• 2:00
  the
• 2:00
  latest
• 2:00
  retail
• 2:01
  technology
• 2:02
  trends.
• 2:02
  It's
• 2:03
  January
• 2:03
  8,
• 2:04
  2025.
• 2:05
  I'm
• 2:05
  one
• 2:05
  of
• 2:05
  your
• 2:05
  hosts,
• 2:06
  Anne
• 2:06
  Mazing.
• 2:07
  And
• 2:07
  I'm
• 2:07
  Chris
• 2:08
  Walton,
• 2:08
  and
• 2:09
  we're
• 2:09
  here.
• 2:09
  In
• 2:10
  the
• 2:10
  new
• 2:10
  year
• 2:10
  once
• 2:11
  again
• 2:11
  to
• 2:11
  discuss
• 2:11
  all
• 2:12
  the
• 2:12
  top
• 2:12
  headlines
• 2:13
  from
• 2:13
  the
• 2:13
  past
• 2:13
  couple
• 2:14
  of
• 2:14
  weeks
• 2:14
  at
• 2:14
  least,
• 2:15
  making
• 2:15
  waves
• 2:16
  in
• 2:16
  the
• 2:16
  world
• 2:16
  of
• 2:16
  Omni
• 2:17
  Channel
• 2:17
  retailing.
• 2:18
  Chris
• 2:19
  it
• 2:20
  is
• 2:20
  the
• 2:20
  New
• 2:20
  year.
• 2:21
  As
• 2:21
  I've
• 2:21
  mentioned
• 2:21
  a
• 2:21
  couple
• 2:22
  of
• 2:22
  times
• 2:22
  that
• 2:22
  intro
• 2:23
  things
• 2:24
  are
• 2:24
  just
• 2:25
  jumping
• 2:25
  off,
• 2:25
  right?
• 2:26
  Like
• 2:26
  immediately
• 2:27
  you're
• 2:27
  out
• 2:27
  in
• 2:28
  Vegas,
• 2:28
  right?
• 2:28
  You're
• 2:28
  out
• 2:28
  in
• 2:29
  Vegas,
• 2:29
  you're
• 2:29
  at
• 2:29
  ces.
• 2:30
  You're
• 2:30
  on
• 2:30
  location
• 2:31
  in
• 2:32
  am.
• 2:32
  I
• 2:32
  am.
• 2:32
  I'm
• 2:33
  out
• 2:33
  here
• 2:33
  at
• 2:33
  ces.
• 2:34
  I'm
• 2:34
  going
• 2:34
  to
• 2:35
  hop
• 2:35
  back
• 2:35
  home
• 2:35
  for
• 2:36
  a
• 2:36
  hot
• 2:36
  second,
• 2:37
  and
• 2:38
  then
• 2:38
  we're
• 2:38
  going
• 2:38
  to
• 2:38
  NRF
• 2:39
  starting
• 2:39
  on
• 2:40
  Friday,
• 2:40
  and
• 2:41
  it's
• 2:41
  going
• 2:41
  to
• 2:41
  be
• 2:41
  a
• 2:42
  busy
• 2:42
  2025.
• 2:44
  You
• 2:45
  got
• 2:45
  a
• 2:45
  hell
• 2:45
  of
• 2:45
  a
• 2:45
  travel
• 2:46
  schedule,
• 2:46
  my
• 2:46
  friend.
• 2:46
  Kudos
• 2:47
  to
• 2:47
  you
• 2:47
  and
• 2:48
  Ann
• 2:48
  from.
• 2:48
  From
• 2:49
  what
• 2:49
  hotel
• 2:49
  are
• 2:50
  you
• 2:50
  broadcasting
• 2:51
  from
• 2:51
  today?
• 2:51
  For
• 2:51
  those
• 2:52
  watching
• 2:52
  the
• 2:52
  video
• 2:53
  this
• 2:54
  week?
• 2:54
  I'm.
• 2:55
  I'm
• 2:55
  here
• 2:55
  at
• 2:55
  the
• 2:56
  lovely
• 2:56
  Vdara
• 2:57
  Hotel.
• 2:58
  The
• 2:58
  Vdara.
• 2:59
  Nice.
• 2:59
  Paying
• 3:00
  some
• 3:00
  exorbitant
• 3:01
  amount
• 3:01
  of
• 3:01
  money
• 3:01
  to
• 3:02
  stay
• 3:02
  in
• 3:02
  a
• 3:02
  hotel
• 3:02
  room
• 3:03
  that
• 3:03
  ordinarily
• 3:03
  would
• 3:04
  probably
• 3:04
  cost,
• 3:04
  like,
• 3:04
  89
• 3:05
  doll.
• 3:06
  But
• 3:07
  CES,
• 3:07
  man,
• 3:07
  they
• 3:08
  know
• 3:08
  how
• 3:08
  to.
• 3:08
  They
• 3:09
  know.
• 3:10
  Make.
• 3:10
  Make
• 3:11
  sure
• 3:11
  that
• 3:11
  everybody's
• 3:12
  making
• 3:12
  money
• 3:12
  off
• 3:13
  of
• 3:13
  this
• 3:13
  event.
• 3:13
  Let's
• 3:14
  just
• 3:14
  put
• 3:14
  it
• 3:14
  that
• 3:15
  way.
• 3:15
  Right,
• 3:15
  Right.
• 3:16
  Yeah.
• 3:16
  I
• 3:16
  can't
• 3:16
  wait
• 3:16
  to
• 3:16
  see
• 3:17
  your
• 3:17
  coverage,
• 3:17
  though.
• 3:17
  You're
• 3:18
  so.
• 3:18
  What
• 3:18
  are
• 3:18
  you
• 3:18
  doing
• 3:18
  out
• 3:18
  there?
• 3:18
  Tell
• 3:19
  the
• 3:19
  audience
• 3:19
  what
• 3:19
  you're
• 3:19
  doing
• 3:19
  out
• 3:19
  at
• 3:20
  ces.
• 3:20
  Yeah,
• 3:20
  so
• 3:21
  I'm
• 3:21
  out
• 3:21
  here.
• 3:21
  We've
• 3:21
  never
• 3:22
  been
• 3:22
  out
• 3:22
  here
• 3:22
  before,
• 3:23
  and,
• 3:23
  you
• 3:24
  know,
• 3:24
  we
• 3:24
  are
• 3:25
  really
• 3:25
  trying
• 3:25
  to
• 3:25
  find,
• 3:26
  like,
• 3:26
  what.
• 3:26
  What
• 3:27
  makes
• 3:27
  sense
• 3:27
  here.
• 3:27
  I
• 3:28
  think
• 3:28
  we
• 3:28
  get
• 3:28
  a
• 3:28
  lot
• 3:28
  of
• 3:28
  questions
• 3:29
  from
• 3:29
  our
• 3:29
  audience
• 3:29
  about,
• 3:30
  you
• 3:30
  know,
• 3:31
  should
• 3:31
  we
• 3:31
  be
• 3:31
  going
• 3:31
  out
• 3:31
  to
• 3:32
  ces,
• 3:32
  especially
• 3:33
  with
• 3:33
  it
• 3:33
  being
• 3:33
  so
• 3:34
  close
• 3:34
  to
• 3:34
  nrf.
• 3:34
  And
• 3:35
  so,
• 3:35
  you
• 3:35
  know,
• 3:35
  Chris,
• 3:35
  you
• 3:36
  and
• 3:36
  I
• 3:36
  were
• 3:36
  like,
• 3:36
  let's
• 3:36
  go,
• 3:37
  let's
• 3:37
  go.
• 3:37
  Ch.
• 3:38
  Let's
• 3:38
  see
• 3:38
  what
• 3:38
  happens,
• 3:39
  what
• 3:39
  our
• 3:40
  audience
• 3:40
  should
• 3:40
  be
• 3:40
  paying
• 3:40
  attention
• 3:41
  to.
• 3:41
  And
• 3:41
  so
• 3:42
  I'm
• 3:42
  going
• 3:42
  to
• 3:42
  do
• 3:42
  a
• 3:42
  quick
• 3:43
  recap
• 3:44
  of
• 3:44
  the
• 3:45
  technologies
• 3:45
  that
• 3:45
  I
• 3:45
  feel
• 3:46
  like
• 3:46
  out
• 3:46
  here
• 3:46
  are
• 3:47
  most
• 3:47
  applicable
• 3:48
  to
• 3:48
  retailers
• 3:49
  and
• 3:49
  whether
• 3:50
  or
• 3:50
  not
• 3:50
  it's
• 3:50
  something
• 3:50
  that
• 3:50
  you
• 3:50
  should
• 3:51
  check
• 3:51
  out
• 3:51
  next
• 3:51
  year.
• 3:51
  So
• 3:52
  that's.
• 3:52
  That's
• 3:53
  the.
• 3:53
  That's
• 3:53
  the
• 3:53
  long
• 3:53
  and
• 3:53
  short
• 3:54
  of
• 3:54
  it.
• 3:54
  Nice.
• 3:55
  Can't
• 3:55
  wait
• 3:55
  to
• 3:55
  see
• 3:56
  it.
• 3:56
  A
• 3:56
  yeoman's
• 3:56
  effort
• 3:57
  on
• 3:57
  your
• 3:57
  part,
• 3:57
  too,
• 3:57
  and
• 3:58
  a
• 3:58
  yeoman's
• 3:58
  effort.
• 3:59
  I
• 3:59
  don't
• 3:59
  even
• 3:59
  know
• 3:59
  what
• 3:59
  a
• 4:00
  yeoman
• 4:00
  is.
• 4:01
  I
• 4:01
  don't
• 4:01
  know
• 4:01
  either,
• 4:01
  but
• 4:02
  I
• 4:02
  just
• 4:02
  know
• 4:02
  people
• 4:02
  say
• 4:03
  that,
• 4:03
  but,
• 4:03
  you
• 4:03
  know,
• 4:04
  you're
• 4:04
  a
• 4:04
  yeoman's
• 4:04
  effort
• 4:05
  of
• 4:05
  doing
• 4:05
  the
• 4:05
  hard
• 4:06
  work.
• 4:06
  And
• 4:06
  is
• 4:06
  that
• 4:07
  like
• 4:07
  a
• 4:07
  shogun?
• 4:08
  No,
• 4:08
  I.
• 4:09
  I
• 4:09
  have
• 4:09
  no
• 4:09
  idea.
• 4:09
  And
• 4:10
  I
• 4:10
  think.
• 4:10
  I
• 4:10
  think
• 4:10
  it.
• 4:10
  I
• 4:11
  think
• 4:11
  it's
• 4:11
  like
• 4:11
  a.
• 4:11
  Like
• 4:11
  a
• 4:11
  surfer,
• 4:12
  like
• 4:12
  an
• 4:13
  agricultural
• 4:13
  worker
• 4:14
  or
• 4:14
  something.
• 4:14
  Somebody
• 4:15
  that
• 4:15
  works
• 4:15
  hard.
• 4:16
  That's
• 4:16
  what
• 4:16
  it
• 4:16
  is.
• 4:16
  And
• 4:16
  somebody
• 4:17
  that
• 4:17
  works
• 4:17
  hard.
• 4:17
  Okay,
• 4:18
  I'll.
• 4:18
  I'll
• 4:18
  look
• 4:18
  it.
• 4:19
  I'll
• 4:19
  look
• 4:19
  it
• 4:19
  up
• 4:19
  at
• 4:20
  one
• 4:20
  point
• 4:20
  when
• 4:20
  you're
• 4:20
  reading
• 4:21
  a
• 4:21
  headline
• 4:21
  here
• 4:22
  today.
• 4:22
  But.
• 4:22
  But
• 4:23
  yeah,
• 4:23
  we've
• 4:23
  got
• 4:23
  some
• 4:23
  hardware
• 4:23
  to
• 4:24
  hand
• 4:24
  out,
• 4:24
  too,
• 4:24
  right?
• 4:25
  Oh,
• 4:25
  yes,
• 4:26
  first
• 4:26
  week
• 4:26
  of
• 4:26
  the
• 4:26
  month.
• 4:27
  Yes,
• 4:27
  yes,
• 4:28
  we
• 4:28
  sure
• 4:28
  do.
• 4:29
  Why
• 4:29
  don't
• 4:29
  you
• 4:29
  tell
• 4:29
  all
• 4:29
  our
• 4:30
  listeners
• 4:30
  who
• 4:30
  we're
• 4:30
  handing
• 4:31
  out
• 4:32
  this
• 4:32
  month's
• 4:32
  Omnistar
• 4:33
  award
• 4:33
  to?
• 4:34
  Yes,
• 4:35
  this
• 4:35
  month's
• 4:35
  Omnistar.
• 4:36
  It's
• 4:37
  time
• 4:37
  to
• 4:37
  recognize
• 4:37
  this
• 4:38
  month's
• 4:38
  Omnistar.
• 4:39
  So
• 4:39
  our
• 4:39
  Omnistar
• 4:39
  award
• 4:40
  for
• 4:40
  those
• 4:40
  maybe
• 4:40
  that
• 4:40
  are
• 4:41
  new
• 4:41
  to
• 4:41
  our
• 4:41
  show
• 4:42
  is
• 4:42
  the
• 4:42
  award
• 4:42
  we
• 4:42
  give
• 4:43
  out
• 4:43
  each
• 4:43
  month
• 4:43
  in
• 4:43
  partnership
• 4:44
  with
• 4:44
  Corso
• 4:45
  to
• 4:45
  recognize
• 4:45
  the
• 4:45
  top
• 4:46
  omnichannel
• 4:47
  operators
• 4:47
  out
• 4:47
  there.
• 4:48
  Not
• 4:48
  the
• 4:48
  pundits,
• 4:49
  not
• 4:49
  the
• 4:49
  so
• 4:49
  called
• 4:50
  experts,
• 4:50
  but
• 4:51
  the
• 4:51
  real
• 4:51
  life
• 4:51
  retail
• 4:52
  operators
• 4:52
  making
• 4:53
  a
• 4:53
  difference
• 4:53
  in
• 4:54
  their
• 4:54
  organizations.
• 4:55
  Now
• 4:55
  remember,
• 4:56
  Corso's
• 4:56
  AI
• 4:56
  copilot
• 4:57
  coaches
• 4:57
  retail
• 4:58
  leaders
• 4:58
  to
• 4:58
  optimize
• 4:58
  store
• 4:59
  performance
• 4:59
  at
• 4:59
  every
• 4:59
  level,
• 5:00
  transform
• 5:00
  retail
• 5:01
  operations
• 5:01
  from
• 5:02
  data
• 5:02
  overload
• 5:03
  into
• 5:03
  data
• 5:04
  powered
• 5:04
  with
• 5:05
  Corso
• 5:05
  today.
• 5:06
  This
• 5:06
  month
• 5:07
  award
• 5:07
  goes
• 5:07
  to
• 5:09
  Minardi,
• 5:10
  the
• 5:11
  executive
• 5:11
  vice
• 5:11
  president
• 5:12
  of
• 5:12
  growth
• 5:12
  and
• 5:12
  development
• 5:13
  at
• 5:13
  Whole
• 5:13
  Foods.
• 5:14
  Christina.
• 5:15
  I
• 5:15
  mean,
• 5:15
  if
• 5:16
  you
• 5:16
  read
• 5:16
  the
• 5:16
  headline,
• 5:16
  she
• 5:17
  is
• 5:17
  clearly
• 5:17
  a
• 5:17
  mover
• 5:18
  and
• 5:18
  shaker
• 5:18
  in
• 5:18
  the
• 5:19
  industry
• 5:19
  as
• 5:20
  she
• 5:20
  is
• 5:20
  the
• 5:20
  executive
• 5:21
  in
• 5:21
  charge
• 5:21
  of
• 5:22
  Whole
• 5:22
  Foods
• 5:22
  new
• 5:23
  smaller
• 5:23
  store
• 5:23
  concept,
• 5:24
  the
• 5:24
  Daily
• 5:25
  Shop,
• 5:25
  which
• 5:26
  started
• 5:26
  rolling
• 5:26
  out
• 5:26
  this
• 5:27
  past
• 5:27
  fall.
• 5:28
  And
• 5:28
  I,
• 5:28
  I
• 5:29
  know
• 5:29
  Ann
• 5:29
  and
• 5:29
  I
• 5:29
  will
• 5:30
  both
• 5:30
  be
• 5:30
  watching
• 5:30
  this
• 5:31
  concept
• 5:31
  as
• 5:31
  it
• 5:32
  unfolds
• 5:32
  quite
• 5:32
  closely
• 5:33
  because
• 5:33
  it
• 5:34
  appears
• 5:34
  there
• 5:34
  is
• 5:35
  a
• 5:35
  heck
• 5:35
  of
• 5:35
  a
• 5:35
  lot
• 5:35
  riding
• 5:36
  on
• 5:36
  it
• 5:36
  both
• 5:36
  for
• 5:36
  Whole
• 5:37
  Foods
• 5:37
  and
• 5:38
  also
• 5:39
  for
• 5:39
  Amazon.
• 5:41
  So.
• 5:41
  And
• 5:42
  congratulations
• 5:42
  to
• 5:42
  Christina
• 5:43
  Minardi
• 5:43
  at
• 5:43
  Whole
• 5:44
  Foods.
• 5:44
  We
• 5:44
  look
• 5:44
  forward
• 5:44
  to
• 5:44
  hopefully
• 5:45
  crossing
• 5:45
  paths
• 5:45
  with
• 5:46
  her
• 5:46
  at
• 5:46
  some
• 5:46
  conference
• 5:47
  here
• 5:47
  in
• 5:47
  the
• 5:47
  near
• 5:47
  future
• 5:48
  as
• 5:48
  well.
• 5:49
  But
• 5:49
  with
• 5:50
  that
• 5:50
  said,
• 5:50
  Anne,
• 5:50
  I
• 5:50
  think.
• 5:51
  She'S
• 5:51
  the
• 5:51
  real
• 5:52
  yeoman.
• 5:53
  Christina
• 5:53
  Minardi
• 5:54
  is
• 5:54
  the
• 5:54
  real
• 5:54
  yeoman,
• 5:55
  whatever
• 5:55
  that
• 5:55
  is.
• 5:55
  Yeah,
• 5:56
  yeah.
• 5:57
  When
• 5:57
  you're
• 5:57
  building
• 5:57
  a
• 5:57
  store
• 5:58
  concept,
• 5:58
  you
• 5:59
  get
• 5:59
  the
• 5:59
  yeoman
• 6:00
  designation.
• 6:00
  Yeoman.
• 6:01
  Yes.
• 6:01
  Christina
• 6:01
  McMurdy
• 6:02
  equals
• 6:02
  yeoman.
• 6:03
  Yes.
• 6:03
  Congrats.
• 6:05
  Yes.
• 6:05
  Let's
• 6:06
  get
• 6:06
  to
• 6:06
  the
• 6:06
  headlines.
• 6:07
  Time
• 6:07
  to
• 6:07
  start
• 6:07
  the
• 6:07
  headlines
• 6:08
  of
• 6:08
  2025.
• 6:09
  Let's
• 6:09
  do
• 6:09
  it.
• 6:10
  All
• 6:10
  right.
• 6:10
  And
• 6:10
  this
• 6:10
  what
• 6:11
  we've
• 6:11
  been
• 6:11
  waiting
• 6:11
  for
• 6:11
  it.
• 6:11
  It's
• 6:12
  been
• 6:12
  three
• 6:12
  weeks
• 6:12
  since
• 6:13
  we've
• 6:13
  done
• 6:13
  a
• 6:13
  real
• 6:14
  fast
• 6:14
  five.
• 6:14
  All
• 6:14
  right,
• 6:15
  this
• 6:15
  week's
• 6:15
  fast
• 6:15
  five,
• 6:16
  we've
• 6:16
  got
• 6:16
  news
• 6:16
  on
• 6:17
  some
• 6:17
  new
• 6:17
  innovation
• 6:18
  in
• 6:18
  in
• 6:18
  store
• 6:19
  vending
• 6:19
  or
• 6:20
  set
• 6:20
  another
• 6:21
  way
• 6:21
  how
• 6:22
  retailers
• 6:22
  can
• 6:22
  keep
• 6:23
  products
• 6:23
  behind
• 6:23
  glass.
• 6:24
  Can't
• 6:24
  wait
• 6:24
  to
• 6:24
  talk
• 6:24
  about
• 6:25
  that.
• 6:25
  Simbi
• 6:26
  augmenting
• 6:26
  its
• 6:26
  robots
• 6:27
  with
• 6:27
  fixed
• 6:27
  sensors,
• 6:28
  Doordash
• 6:29
  and
• 6:29
  Ibotta
• 6:29
  teaming
• 6:30
  up
• 6:30
  to
• 6:30
  offer
• 6:30
  more
• 6:31
  savings
• 6:31
  on
• 6:31
  everyday
• 6:32
  purchases.
• 6:32
  I
• 6:32
  know
• 6:32
  Ann
• 6:33
  has
• 6:33
  some
• 6:33
  thoughts
• 6:33
  on
• 6:33
  that.
• 6:34
  Giant
• 6:34
  Food
• 6:35
  introducing
• 6:35
  a
• 6:35
  new
• 6:35
  community
• 6:36
  space
• 6:36
  inside
• 6:36
  one
• 6:36
  of
• 6:37
  its
• 6:37
  stores.
• 6:37
  And
• 6:38
  Todd
• 6:38
  Barentine
• 6:39
  of
• 6:39
  the
• 6:39
  of
• 6:40
  the
• 6:40
  Barcode
• 6:40
  group
• 6:41
  stops
• 6:41
  by
• 6:41
  for
• 6:42
  five
• 6:42
  insightful
• 6:42
  minutes
• 6:43
  on
• 6:43
  Costco's
• 6:44
  2025
• 6:45
  strategy.
• 6:46
  But
• 6:46
  we
• 6:46
  begin
• 6:46
  today
• 6:47
  with
• 6:48
  big
• 6:48
  Smart
• 6:49
  Store
• 6:49
  news
• 6:50
  out
• 6:50
  of
• 6:50
  who
• 6:51
  else
• 6:51
  but
• 6:51
  Walmart
• 6:52
  to
• 6:52
  start
• 6:52
  2025.
• 6:53
  And
• 6:54
  it
• 6:54
  wouldn't
• 6:55
  be
• 6:55
  NRF
• 6:56
  week
• 6:56
  if
• 6:56
  Walmart
• 6:57
  wasn't
• 6:57
  putting
• 6:57
  out
• 6:57
  some
• 6:58
  massive
• 6:58
  announcement.
• 6:59
  Headline
• 7:00
  number
• 7:00
  one,
• 7:00
  the
• 7:00
  Omni
• 7:01
  Talk
• 7:01
  either.
• 7:01
  You
• 7:02
  know,
• 7:02
  like
• 7:02
  if
• 7:02
  we
• 7:02
  weren't
• 7:02
  covering
• 7:03
  Walmart.
• 7:03
  True,
• 7:04
  true.
• 7:04
  Headline
• 7:05
  number
• 7:05
  one,
• 7:06
  Walmart
• 7:06
  is
• 7:07
  accelerating
• 7:07
  its
• 7:08
  digital
• 7:08
  shelf
• 7:08
  rollout.
• 7:09
  According
• 7:09
  to
• 7:09
  the
• 7:09
  Path
• 7:10
  to
• 7:10
  Purchase
• 7:10
  Institute,
• 7:11
  Walmart
• 7:11
  has
• 7:11
  signed
• 7:11
  a
• 7:11
  contract
• 7:12
  extension
• 7:13
  with
• 7:13
  digital
• 7:13
  shelf
• 7:14
  label
• 7:14
  DSL
• 7:15
  technology
• 7:16
  provider
• 7:16
  Vision
• 7:17
  Group
• 7:17
  to
• 7:17
  accelerate
• 7:17
  the
• 7:18
  deployment
• 7:18
  of
• 7:18
  its
• 7:18
  solutions
• 7:19
  across
• 7:19
  all
• 7:20
  of
• 7:20
  the
• 7:20
  retailers.
• 7:21
  4,
• 7:21
  600
• 7:22
  stores
• 7:22
  in
• 7:22
  the
• 7:22
  US
• 7:23
  Wow.
• 7:24
  The
• 7:24
  extension
• 7:25
  follows
• 7:25
  Walmart's
• 7:26
  June
• 7:26
  2024
• 7:27
  announcement
• 7:27
  to
• 7:27
  expand
• 7:28
  its
• 7:28
  use
• 7:28
  of
• 7:28
  Fusion
• 7:29
  Groups
• 7:29
  DSLs,
• 7:30
  also
• 7:30
  known
• 7:30
  as
• 7:31
  shelf
• 7:31
  label
• 7:31
  as
• 7:32
  electronic
• 7:32
  shelf
• 7:32
  labels
• 7:33
  or
• 7:33
  ESLs
• 7:34
  for
• 7:34
  those
• 7:34
  keeping
• 7:34
  score
• 7:35
  at
• 7:35
  home
• 7:36
  to
• 7:36
  202,300
• 7:38
  stores
• 7:39
  by
• 7:39
  2026
• 7:40
  to
• 7:40
  improve
• 7:40
  and
• 7:41
  speed
• 7:41
  up
• 7:41
  how
• 7:41
  associates
• 7:42
  manage
• 7:42
  pricing,
• 7:42
  inventory,
• 7:43
  order
• 7:44
  fulfillment
• 7:44
  and
• 7:44
  customer
• 7:45
  interactions.
• 7:45
  Chris,
• 7:46
  this
• 7:46
  also
• 7:46
  happens
• 7:47
  to
• 7:47
  be
• 7:47
  the
• 7:47
  A
• 7:47
  and
• 7:48
  M
• 7:48
  put
• 7:48
  you
• 7:48
  on
• 7:48
  the
• 7:48
  spot
• 7:48
  question
• 7:49
  right
• 7:49
  away.
• 7:50
  First
• 7:50
  headline
• 7:51
  show
• 7:51
  of
• 7:51
  the
• 7:51
  year.
• 7:52
  Okay.
• 7:52
  Okay.
• 7:53
  Are
• 7:53
  you
• 7:54
  ready
• 7:54
  for
• 7:54
  it?
• 7:55
  Yeah,
• 7:55
  I
• 7:55
  guess
• 7:56
  so.
• 7:56
  I'm
• 7:56
  ready
• 7:56
  as
• 7:56
  I'll
• 7:57
  ever
• 7:57
  be.
• 7:57
  Okay.
• 7:58
  So
• 7:58
  A
• 7:58
  and
• 7:58
  M
• 7:59
  says
• 7:59
  we
• 7:59
  love
• 8:00
  to
• 8:00
  see
• 8:00
  Walmart
• 8:00
  already
• 8:01
  making
• 8:01
  a
• 8:01
  push
• 8:01
  for
• 8:02
  2025's
• 8:03
  retailer
• 8:03
  of
• 8:03
  the
• 8:03
  year
• 8:03
  in
• 8:04
  week
• 8:04
  one.
• 8:04
  Walmart
• 8:05
  obviously
• 8:06
  leading
• 8:06
  here,
• 8:06
  but
• 8:07
  honestly,
• 8:07
  is
• 8:07
  there
• 8:08
  a
• 8:08
  retailer
• 8:08
  or
• 8:09
  sector
• 8:09
  that
• 8:09
  shouldn't
• 8:10
  be
• 8:10
  going
• 8:11
  all
• 8:11
  in
• 8:11
  on
• 8:12
  ESL
• 8:12
  in
• 8:12
  2025?
• 8:13
  Chris,
• 8:14
  what
• 8:14
  are
• 8:14
  your
• 8:15
  thoughts?
• 8:15
  Oh,
• 8:15
  wow.
• 8:16
  That's
• 8:16
  a
• 8:16
  wow.
• 8:18
  Off
• 8:18
  the
• 8:18
  top
• 8:18
  of
• 8:18
  my
• 8:18
  head,
• 8:19
  I'd
• 8:19
  say
• 8:19
  candidly,
• 8:20
  no.
• 8:20
  No.
• 8:21
  Yeah.
• 8:21
  I
• 8:22
  think
• 8:22
  every
• 8:22
  retailer
• 8:23
  should
• 8:23
  be
• 8:23
  evaluating
• 8:23
  this.
• 8:23
  Now
• 8:24
  I
• 8:24
  think
• 8:24
  there's
• 8:24
  different
• 8:24
  degrees
• 8:25
  of,
• 8:26
  of
• 8:26
  retailers
• 8:26
  that,
• 8:27
  of
• 8:27
  different
• 8:27
  types
• 8:28
  of
• 8:28
  retailers
• 8:28
  that
• 8:28
  should
• 8:28
  be
• 8:28
  looking
• 8:29
  at
• 8:29
  this
• 8:29
  faster
• 8:29
  than
• 8:30
  others.
• 8:30
  But
• 8:30
  on
• 8:30
  the
• 8:30
  whole
• 8:31
  I'd
• 8:31
  say
• 8:31
  no.
• 8:32
  And
• 8:32
  the
• 8:32
  reason
• 8:33
  I
• 8:33
  say
• 8:33
  that
• 8:33
  and
• 8:33
  is
• 8:34
  I've
• 8:34
  been
• 8:34
  seeing
• 8:35
  some
• 8:35
  pictures
• 8:35
  of
• 8:35
  Walmart's
• 8:36
  deployment
• 8:37
  of
• 8:37
  these
• 8:37
  ESLs
• 8:38
  or
• 8:38
  DSLs
• 8:39
  on
• 8:39
  the
• 8:39
  ground
• 8:39
  from
• 8:40
  folks
• 8:40
  like
• 8:40
  Omnitok
• 8:41
  superfan
• 8:41
  Kevin
• 8:42
  Iverson.
• 8:42
  So
• 8:42
  thanks
• 8:42
  to
• 8:43
  him
• 8:43
  for
• 8:43
  sending
• 8:43
  me
• 8:44
  like
• 8:44
  20
• 8:44
  pictures
• 8:44
  this
• 8:45
  week
• 8:45
  of,
• 8:45
  of
• 8:46
  them
• 8:46
  deployed
• 8:46
  throughout
• 8:46
  the
• 8:47
  entire
• 8:47
  Walmart
• 8:48
  store
• 8:48
  operation.
• 8:48
  It
• 8:49
  was
• 8:49
  pretty
• 8:49
  impressive.
• 8:50
  But
• 8:50
  the
• 8:50
  one
• 8:51
  photo
• 8:51
  that
• 8:51
  he
• 8:51
  and
• 8:51
  I
• 8:51
  got
• 8:52
  talking
• 8:52
  about
• 8:52
  that
• 8:52
  was
• 8:53
  really
• 8:53
  interesting
• 8:53
  was
• 8:54
  he
• 8:54
  sent
• 8:54
  me
• 8:54
  a
• 8:54
  picture
• 8:55
  of
• 8:55
  like
• 8:55
  the
• 8:56
  DSLs
• 8:56
  on
• 8:56
  peg
• 8:57
  hooks.
• 8:57
  And
• 8:57
  so,
• 8:58
  you
• 8:58
  know,
• 8:58
  peg
• 8:58
  hooks
• 8:58
  are,
• 8:58
  you
• 8:59
  know
• 8:59
  what
• 8:59
  those
• 8:59
  are,
• 8:59
  right?
• 8:59
  Yeah.
• 9:00
  People,
• 9:00
  people
• 9:00
  familiar
• 9:01
  with
• 9:01
  mass
• 9:01
  market
• 9:02
  retail
• 9:03
  understand
• 9:03
  this,
• 9:03
  but
• 9:04
  there
• 9:04
  were
• 9:04
  like
• 9:05
  maybe
• 9:05
  not
• 9:06
  hundreds
• 9:06
  of
• 9:06
  them,
• 9:06
  but
• 9:06
  tens
• 9:07
  of
• 9:07
  tens
• 9:07
  of
• 9:07
  them.
• 9:07
  You
• 9:08
  know,
• 9:08
  like
• 9:08
  20,
• 9:08
  30,
• 9:09
  40.
• 9:09
  Yeah.
• 9:09
  All
• 9:10
  with,
• 9:10
  all
• 9:10
  with
• 9:10
  labels,
• 9:11
  you
• 9:11
  know,
• 9:11
  very
• 9:12
  easily
• 9:13
  readable.
• 9:14
  And
• 9:14
  so
• 9:14
  that
• 9:14
  tells
• 9:14
  me
• 9:14
  like
• 9:15
  okay.
• 9:15
  They've
• 9:15
  got
• 9:15
  this
• 9:15
  thing
• 9:16
  ironed
• 9:16
  out
• 9:16
  if
• 9:16
  they're
• 9:17
  using
• 9:17
  it
• 9:17
  in
• 9:17
  that
• 9:18
  type
• 9:18
  of
• 9:18
  display.
• 9:19
  And
• 9:19
  so,
• 9:20
  you
• 9:20
  know,
• 9:20
  with
• 9:20
  all
• 9:20
  the
• 9:20
  ROI
• 9:21
  offshoots
• 9:21
  from
• 9:22
  electronic
• 9:22
  shelf
• 9:22
  labels
• 9:23
  that
• 9:23
  we've
• 9:23
  talked
• 9:23
  about
• 9:24
  ad
• 9:24
  nauseum
• 9:24
  at
• 9:25
  this
• 9:25
  show,
• 9:25
  I
• 9:26
  think
• 9:26
  that
• 9:26
  Walmart
• 9:27
  is
• 9:27
  going
• 9:27
  to
• 9:27
  all
• 9:27
  stores
• 9:28
  with
• 9:28
  this.
• 9:28
  It
• 9:28
  shows
• 9:28
  that
• 9:29
  now's
• 9:29
  the
• 9:29
  time
• 9:29
  for
• 9:30
  further
• 9:30
  dissemination
• 9:30
  of
• 9:31
  this
• 9:31
  across
• 9:31
  retail.
• 9:32
  So
• 9:32
  that
• 9:32
  means
• 9:32
  to
• 9:32
  me,
• 9:33
  you
• 9:33
  know,
• 9:33
  we've
• 9:33
  already
• 9:33
  seen
• 9:34
  it
• 9:34
  in,
• 9:34
  in
• 9:35
  grocery.
• 9:35
  I
• 9:35
  think
• 9:35
  it'll
• 9:36
  start
• 9:36
  moving
• 9:36
  next
• 9:36
  into
• 9:37
  the
• 9:37
  warehouse
• 9:37
  clubs.
• 9:38
  Then
• 9:38
  I
• 9:38
  think
• 9:38
  it
• 9:38
  starts
• 9:39
  going
• 9:39
  into
• 9:39
  sporting
• 9:40
  goods
• 9:40
  and
• 9:40
  footwear.
• 9:41
  Like,
• 9:41
  why
• 9:41
  doesn't
• 9:42
  Footlocker
• 9:42
  have
• 9:42
  this
• 9:43
  as
• 9:43
  an
• 9:43
  example,
• 9:43
  at
• 9:43
  least
• 9:44
  in
• 9:44
  part
• 9:44
  of
• 9:44
  their
• 9:44
  operation?
• 9:45
  You
• 9:45
  know,
• 9:45
  on
• 9:45
  the
• 9:46
  wall
• 9:46
  displays
• 9:46
  for
• 9:47
  shoes,
• 9:47
  for
• 9:47
  sure.
• 9:48
  And
• 9:48
  then
• 9:48
  the
• 9:49
  other
• 9:49
  place
• 9:49
  I
• 9:49
  think
• 9:49
  that
• 9:49
  really
• 9:50
  makes
• 9:50
  sense,
• 9:50
  which
• 9:50
  is
• 9:50
  not
• 9:50
  as
• 9:51
  big
• 9:51
  of
• 9:51
  a
• 9:51
  retail
• 9:52
  segment
• 9:52
  anymore,
• 9:52
  is
• 9:52
  furniture
• 9:53
  stores.
• 9:53
  Like,
• 9:53
  furniture
• 9:53
  stores
• 9:54
  should
• 9:54
  100%
• 9:55
  have
• 9:55
  this.
• 9:55
  Like,
• 9:55
  it's
• 9:55
  so,
• 9:56
  so
• 9:56
  easy
• 9:56
  for
• 9:56
  them
• 9:57
  to
• 9:57
  do.
• 9:57
  I
• 9:57
  think
• 9:57
  apparel
• 9:58
  is
• 9:58
  still
• 9:58
  a
• 9:58
  hard
• 9:59
  get,
• 9:59
  but
• 10:00
  with
• 10:00
  all
• 10:00
  those
• 10:00
  categories
• 10:01
  I
• 10:01
  just
• 10:01
  mentioned,
• 10:01
  that
• 10:01
  means
• 10:02
  the
• 10:02
  majority
• 10:02
  of
• 10:02
  retail
• 10:03
  is
• 10:03
  ready
• 10:03
  for
• 10:03
  this
• 10:04
  and
• 10:04
  that
• 10:04
  now
• 10:04
  that
• 10:04
  Walmart
• 10:05
  is
• 10:05
  doing
• 10:05
  it,
• 10:06
  all
• 10:06
  the
• 10:06
  laggards
• 10:07
  in
• 10:07
  grocery
• 10:08
  and
• 10:08
  mass
• 10:09
  merchandising
• 10:10
  will
• 10:10
  suddenly
• 10:10
  get
• 10:11
  their
• 10:11
  feet.
• 10:11
  They'll
• 10:11
  have
• 10:12
  no
• 10:12
  choice
• 10:12
  but
• 10:12
  to
• 10:12
  jump
• 10:12
  into
• 10:13
  feed
• 10:13
  first
• 10:13
  in
• 10:13
  the
• 10:14
  water
• 10:14
  as
• 10:14
  well.
• 10:14
  Because
• 10:15
  the
• 10:15
  one
• 10:15
  thing
• 10:15
  that
• 10:15
  proves
• 10:16
  the
• 10:16
  ROI
• 10:16
  quickly,
• 10:17
  which
• 10:17
  is
• 10:17
  what
• 10:17
  we've
• 10:17
  heard
• 10:17
  is,
• 10:18
  is
• 10:18
  still
• 10:18
  the
• 10:18
  use
• 10:19
  case
• 10:19
  for
• 10:19
  those
• 10:19
  that
• 10:19
  don't
• 10:19
  want
• 10:19
  to
• 10:20
  do
• 10:20
  it,
• 10:20
  is
• 10:20
  we
• 10:20
  can't
• 10:20
  prove
• 10:20
  the
• 10:20
  roi.
• 10:21
  It's
• 10:21
  like,
• 10:21
  come
• 10:22
  on
• 10:22
  guys,
• 10:22
  really?
• 10:22
  You
• 10:22
  can't
• 10:23
  prove
• 10:23
  the
• 10:23
  roi?
• 10:23
  You're
• 10:23
  not
• 10:23
  testing
• 10:24
  this.
• 10:24
  Right.
• 10:24
  But
• 10:24
  the
• 10:24
  one
• 10:24
  thing
• 10:25
  that
• 10:25
  proves
• 10:25
  the
• 10:25
  ROI
• 10:25
  really
• 10:26
  quickly
• 10:26
  is
• 10:26
  that
• 10:27
  you
• 10:27
  can
• 10:27
  tell
• 10:27
  your
• 10:27
  boss
• 10:27
  Walmart's
• 10:28
  already
• 10:28
  doing
• 10:28
  it
• 10:28
  in
• 10:28
  all
• 10:29
  stores.
• 10:29
  Yes,
• 10:30
  exactly.
• 10:30
  Yeah.
• 10:31
  I
• 10:31
  mean,
• 10:31
  and
• 10:31
  I
• 10:31
  think
• 10:31
  the.
• 10:32
  I
• 10:32
  think
• 10:32
  you
• 10:32
  make
• 10:33
  some
• 10:33
  really
• 10:33
  great
• 10:33
  points.
• 10:33
  Points,
• 10:34
  Chris.
• 10:34
  The
• 10:34
  other
• 10:34
  areas
• 10:35
  I'd
• 10:35
  call
• 10:35
  out
• 10:35
  like
• 10:36
  drug,
• 10:36
  especially
• 10:37
  beauty
• 10:38
  beauty
• 10:39
  specialty
• 10:39
  stores,
• 10:39
  especially
• 10:40
  like
• 10:40
  those
• 10:41
  stores.
• 10:41
  Like
• 10:42
  the
• 10:42
  fact
• 10:42
  that
• 10:42
  those
• 10:42
  that
• 10:43
  Walgreens
• 10:44
  and
• 10:44
  CVS
• 10:44
  haven't
• 10:45
  like
• 10:45
  shelves.
• 10:46
  Yeah.
• 10:47
  And
• 10:47
  like
• 10:47
  even
• 10:47
  in
• 10:47
  the
• 10:47
  apparel
• 10:48
  use
• 10:48
  case,
• 10:48
  like
• 10:48
  Uniqlo
• 10:49
  is
• 10:49
  doing
• 10:49
  this,
• 10:50
  like
• 10:50
  anything
• 10:50
  like
• 10:50
  that
• 10:51
  has
• 10:51
  the
• 10:51
  stuff
• 10:52
  out.
• 10:52
  Like
• 10:52
  Old
• 10:52
  Navy
• 10:53
  should
• 10:53
  be
• 10:53
  doing,
• 10:53
  like
• 10:54
  all
• 10:54
  these
• 10:54
  stores
• 10:54
  that
• 10:54
  have
• 10:55
  the
• 10:55
  stuff
• 10:55
  out
• 10:55
  on
• 10:55
  racks.
• 10:56
  I
• 10:56
  think
• 10:56
  that's
• 10:56
  a
• 10:57
  very
• 10:57
  quick
• 10:57
  and
• 10:57
  easy,
• 10:58
  easy
• 10:59
  application.
• 10:59
  But
• 11:00
  I
• 11:00
  think
• 11:00
  the
• 11:00
  other
• 11:01
  thing
• 11:01
  that
• 11:01
  I
• 11:01
  want
• 11:01
  to
• 11:01
  make
• 11:01
  sure
• 11:02
  that
• 11:02
  we
• 11:02
  point
• 11:02
  out
• 11:02
  about
• 11:02
  this,
• 11:03
  and
• 11:03
  just
• 11:04
  a
• 11:04
  teaser
• 11:04
  for
• 11:04
  those
• 11:04
  of
• 11:05
  you
• 11:05
  who
• 11:05
  are
• 11:05
  going
• 11:05
  to
• 11:05
  be
• 11:05
  out
• 11:06
  at
• 11:06
  nrf,
• 11:06
  I
• 11:07
  actually
• 11:07
  am
• 11:07
  sitting
• 11:08
  on
• 11:08
  stage
• 11:08
  with
• 11:08
  Walmart's
• 11:09
  EVP
• 11:09
  of
• 11:09
  store
• 11:10
  operations,
• 11:10
  Cedric
• 11:11
  Clark
• 11:11
  and
• 11:12
  the
• 11:12
  CEO
• 11:13
  Philip
• 11:13
  Ottin
• 11:14
  of
• 11:14
  Fusion
• 11:14
  Group
• 11:15
  next
• 11:16
  week
• 11:16
  on
• 11:16
  Tuesday
• 11:17
  and
• 11:17
  we're
• 11:17
  going
• 11:17
  to
• 11:17
  be
• 11:17
  talking
• 11:17
  about
• 11:18
  like
• 11:18
  this
• 11:19
  entire
• 11:19
  rollout.
• 11:20
  And
• 11:20
  the
• 11:21
  really
• 11:21
  key
• 11:21
  thing
• 11:22
  that
• 11:23
  he
• 11:24
  has
• 11:24
  mentioned
• 11:24
  to
• 11:24
  me
• 11:25
  several
• 11:25
  times
• 11:25
  as
• 11:25
  we've
• 11:25
  been
• 11:25
  preparing
• 11:26
  for
• 11:26
  this
• 11:26
  is
• 11:27
  he's
• 11:27
  in
• 11:27
  the
• 11:28
  stores
• 11:28
  every
• 11:28
  day.
• 11:29
  So
• 11:29
  not
• 11:29
  only
• 11:29
  is
• 11:30
  this
• 11:30
  like
• 11:30
  this
• 11:30
  is
• 11:30
  a
• 11:31
  great
• 11:31
  thing
• 11:31
  for
• 11:31
  Walmart,
• 11:31
  like
• 11:32
  we
• 11:32
  have
• 11:32
  pricing
• 11:32
  accuracy,
• 11:33
  we're
• 11:33
  using
• 11:33
  these
• 11:34
  as
• 11:34
  like
• 11:34
  this
• 11:35
  better
• 11:35
  is
• 11:35
  the
• 11:35
  Walmart
• 11:36
  bottom
• 11:36
  line
• 11:36
  situation,
• 11:37
  but
• 11:37
  he's
• 11:38
  also
• 11:38
  seen
• 11:39
  the
• 11:39
  impact
• 11:39
  that
• 11:39
  it's
• 11:39
  had
• 11:40
  in
• 11:40
  stores
• 11:40
  with
• 11:40
  the
• 11:40
  store
• 11:41
  associates.
• 11:41
  And
• 11:41
  I
• 11:41
  think
• 11:42
  that's
• 11:42
  really
• 11:42
  powerful
• 11:43
  here
• 11:43
  too
• 11:43
  is
• 11:43
  it's
• 11:44
  not
• 11:44
  just,
• 11:44
  you
• 11:44
  know,
• 11:45
  it's
• 11:45
  great
• 11:45
  for
• 11:45
  the
• 11:45
  business,
• 11:46
  it's
• 11:46
  great
• 11:46
  for
• 11:46
  the
• 11:46
  people
• 11:47
  working
• 11:47
  the
• 11:47
  stores
• 11:47
  too.
• 11:48
  And
• 11:48
  they've
• 11:48
  really
• 11:49
  seen
• 11:49
  dramatic
• 11:50
  changes
• 11:50
  in
• 11:51
  their
• 11:51
  day
• 11:51
  to
• 11:51
  day
• 11:51
  workload
• 11:52
  because
• 11:52
  of
• 11:52
  that.
• 11:52
  So
• 11:53
  that's
• 11:53
  one,
• 11:54
  one
• 11:54
  key
• 11:54
  thing,
• 11:54
  the
• 11:55
  last
• 11:55
  thing
• 11:55
  I'll
• 11:55
  mention
• 11:55
  to
• 11:56
  Chris
• 11:56
  and
• 11:57
  another
• 11:57
  tease
• 11:57
  for
• 11:58
  one
• 11:58
  of
• 11:58
  the
• 11:58
  videos
• 11:58
  that
• 11:58
  we'll
• 11:58
  be
• 11:59
  putting
• 11:59
  out
• 11:59
  here.
• 11:59
  I
• 11:59
  interviewed
• 12:00
  a
• 12:00
  company,
• 12:01
  Power
• 12:01
  Foil
• 12:01
  yesterday
• 12:02
  who
• 12:03
  our
• 12:03
  Foil,
• 12:05
  Yes.
• 12:06
  And
• 12:06
  they
• 12:06
  are
• 12:07
  putting
• 12:08
  solar
• 12:08
  powered
• 12:09
  strips
• 12:10
  on
• 12:10
  these
• 12:10
  ESL
• 12:11
  right
• 12:11
  on
• 12:11
  the
• 12:11
  rails.
• 12:12
  And
• 12:13
  so
• 12:13
  not
• 12:13
  only
• 12:14
  when
• 12:14
  you
• 12:14
  talk
• 12:15
  about
• 12:15
  roi,
• 12:15
  not
• 12:16
  only
• 12:16
  are
• 12:16
  these
• 12:17
  going,
• 12:17
  these
• 12:17
  shelf
• 12:18
  labels
• 12:18
  themselves
• 12:18
  going
• 12:19
  to
• 12:19
  bring
• 12:19
  a
• 12:19
  return
• 12:19
  on
• 12:19
  investment
• 12:20
  for
• 12:20
  Walmart,
• 12:21
  but
• 12:21
  then
• 12:21
  you
• 12:21
  start
• 12:21
  to
• 12:22
  talk
• 12:22
  about
• 12:22
  eliminating
• 12:23
  battery
• 12:23
  power
• 12:23
  that's
• 12:24
  required
• 12:24
  for
• 12:24
  this.
• 12:25
  So
• 12:25
  that
• 12:25
  hits
• 12:25
  on
• 12:26
  that
• 12:26
  ROI
• 12:26
  of
• 12:27
  the
• 12:27
  batteries
• 12:27
  for
• 12:28
  every
• 12:28
  single
• 12:28
  SKU
• 12:29
  that
• 12:29
  you're
• 12:29
  putting
• 12:29
  an
• 12:30
  ESL
• 12:30
  or
• 12:30
  DSL
• 12:31
  on
• 12:31
  in
• 12:31
  the
• 12:31
  store.
• 12:32
  And
• 12:33
  you're
• 12:33
  hitting
• 12:33
  sustainability
• 12:34
  goals
• 12:34
  too.
• 12:34
  So
• 12:35
  I
• 12:35
  think
• 12:35
  there's
• 12:36
  a
• 12:36
  lot
• 12:36
  here
• 12:37
  in
• 12:37
  this
• 12:37
  headline
• 12:38
  that
• 12:38
  people
• 12:38
  must
• 12:39
  be
• 12:39
  paying
• 12:39
  attention
• 12:40
  to.
• 12:40
  Huge
• 12:40
  headline
• 12:41
  for
• 12:41
  2025.
• 12:42
  Yeah.
• 12:43
  Yeah.
• 12:43
  I
• 12:43
  love
• 12:43
  the
• 12:43
  point
• 12:44
  you
• 12:44
  brought
• 12:44
  up
• 12:44
  about
• 12:44
  Cedric
• 12:45
  Clark
• 12:45
  too
• 12:45
  for
• 12:45
  a
• 12:45
  couple
• 12:45
  of
• 12:45
  reasons.
• 12:46
  One,
• 12:46
  the
• 12:46
  other
• 12:46
  thing
• 12:46
  that
• 12:46
  Kevin
• 12:47
  said
• 12:47
  to
• 12:47
  me
• 12:47
  is
• 12:47
  like,
• 12:48
  oh
• 12:48
  my
• 12:48
  God,
• 12:48
  this,
• 12:49
  this
• 12:49
  is
• 12:49
  a
• 12:50
  gift
• 12:50
  to
• 12:50
  anyone
• 12:51
  that's
• 12:51
  ever
• 12:51
  done
• 12:52
  ad
• 12:52
  set
• 12:52
  up
• 12:52
  on
• 12:52
  a
• 12:53
  weekend,
• 12:53
  you
• 12:53
  know,
• 12:53
  because
• 12:54
  that
• 12:54
  is
• 12:54
  just
• 12:54
  the
• 12:54
  worst
• 12:55
  job
• 12:55
  in
• 12:56
  history.
• 12:56
  So
• 12:56
  I'm
• 12:56
  sure
• 12:57
  Cedric
• 12:57
  is
• 12:57
  going
• 12:57
  to
• 12:57
  talk
• 12:58
  about
• 12:58
  that.
• 12:58
  And
• 12:59
  then
• 12:59
  the
• 12:59
  other
• 12:59
  thing,
• 12:59
  Shameless
• 13:00
  plug
• 13:00
  for
• 13:00
  us.
• 13:00
  Yeah,
• 13:01
  like
• 13:01
  this
• 13:01
  is
• 13:01
  why
• 13:02
  I
• 13:02
  think
• 13:02
  our
• 13:02
  listeners
• 13:03
  follow
• 13:03
  us
• 13:03
  because
• 13:03
  we
• 13:04
  are
• 13:04
  on
• 13:04
  the
• 13:04
  ground
• 13:05
  talking
• 13:05
  to
• 13:05
  the
• 13:06
  people
• 13:06
  and
• 13:07
  ahead
• 13:07
  of
• 13:07
  the
• 13:07
  game
• 13:08
  in
• 13:08
  terms
• 13:08
  of
• 13:08
  where
• 13:09
  the
• 13:09
  industry
• 13:09
  is
• 13:09
  moving
• 13:10
  and
• 13:10
  getting
• 13:10
  those
• 13:11
  conversations
• 13:11
  with
• 13:11
  the
• 13:12
  key
• 13:12
  people.
• 13:12
  So
• 13:12
  kudos
• 13:13
  to
• 13:13
  you
• 13:13
  for
• 13:13
  doing
• 13:13
  that
• 13:13
  at
• 13:13
  NRF
• 13:14
  as
• 13:14
  well.
• 13:15
  All
• 13:15
  right,
• 13:15
  headline
• 13:16
  number
• 13:16
  two,
• 13:17
  Tech
• 13:18
  company
• 13:19
  Cantaloupe
• 13:19
  Inc.
• 13:20
  My
• 13:21
  favorite
• 13:21
  tech
• 13:22
  company
• 13:22
  name
• 13:22
  ever,
• 13:23
  Cantaloupe
• 13:23
  Inc.
• 13:23
  Do
• 13:23
  you
• 13:24
  think
• 13:24
  they.
• 13:24
  Cantaloupe,
• 13:25
  like
• 13:25
  remember
• 13:26
  that
• 13:26
  song
• 13:26
  from
• 13:26
  the
• 13:27
  80s
• 13:27
  and
• 13:27
  90s?
• 13:27
  I'm
• 13:28
  this
• 13:28
  is
• 13:28
  like
• 13:28
  a
• 13:29
  maybe
• 13:29
  a
• 13:29
  deep
• 13:29
  cut,
• 13:29
  but
• 13:30
  I
• 13:30
  know
• 13:30
  it's
• 13:30
  80s
• 13:31
  and
• 13:31
  90s,
• 13:32
  you
• 13:32
  know
• 13:32
  that.
• 13:33
  You
• 13:33
  gotta
• 13:33
  sing
• 13:34
  it
• 13:34
  for
• 13:34
  me.
• 13:34
  Fantasia.
• 13:36
  Remember
• 13:37
  that
• 13:37
  song?
• 13:37
  No.
• 13:38
  Yeah,
• 13:38
  maybe,
• 13:39
  maybe,
• 13:39
  maybe.
• 13:40
  I
• 13:40
  don't
• 13:40
  know.
• 13:40
  I
• 13:40
  think
• 13:40
  it's
• 13:40
  a
• 13:41
  play
• 13:41
  on
• 13:41
  the
• 13:41
  size
• 13:41
  of
• 13:41
  their
• 13:41
  melon
• 13:42
  actually.
• 13:42
  But.
• 13:43
  Cantaloupe
• 13:44
  has
• 13:45
  expanded
• 13:45
  its
• 13:45
  line
• 13:46
  of
• 13:46
  self
• 13:46
  service
• 13:46
  vending
• 13:47
  machines
• 13:47
  designed
• 13:47
  to
• 13:48
  provide
• 13:48
  shoppers
• 13:48
  with
• 13:48
  a
• 13:49
  convenient
• 13:49
  in
• 13:49
  store
• 13:49
  option
• 13:50
  while
• 13:50
  helping
• 13:50
  retailers
• 13:51
  address
• 13:51
  challenges
• 13:52
  related
• 13:52
  to
• 13:52
  labor,
• 13:53
  shrink
• 13:53
  and
• 13:54
  theft.
• 13:55
  According
• 13:55
  to
• 13:55
  Progressive
• 13:56
  Grocer,
• 13:56
  as
• 13:56
  part
• 13:57
  of
• 13:57
  Cantaloupe's
• 13:58
  Smart
• 13:58
  Store
• 13:58
  series,
• 13:58
  its
• 13:59
  new
• 13:59
  smart
• 13:59
  store
• 14:00
  600
• 14:00
  and
• 14:01
  700
• 14:01
  models
• 14:02
  can
• 14:02
  be
• 14:02
  used
• 14:03
  to
• 14:03
  purvey
• 14:03
  both
• 14:04
  shelf
• 14:04
  stable
• 14:05
  and
• 14:05
  fresh
• 14:05
  items.
• 14:06
  That's
• 14:06
  what's
• 14:06
  interesting
• 14:07
  here
• 14:07
  folks.
• 14:07
  The
• 14:07
  shelf
• 14:08
  service
• 14:08
  vending
• 14:09
  machines
• 14:09
  are
• 14:09
  installed
• 14:10
  at
• 14:10
  a
• 14:10
  range
• 14:10
  of
• 14:10
  businesses
• 14:11
  including
• 14:11
  corporate
• 14:12
  offices,
• 14:12
  residential
• 14:13
  buildings,
• 14:13
  hotel
• 14:14
  pantries
• 14:14
  and
• 14:15
  and
• 14:15
  grocery
• 14:16
  and
• 14:16
  mass
• 14:16
  retail
• 14:17
  locations.
• 14:18
  The
• 14:18
  units
• 14:18
  use
• 14:19
  weighted
• 14:19
  shelves
• 14:19
  and
• 14:19
  cameras
• 14:20
  to
• 14:20
  monitor
• 14:21
  inventory
• 14:21
  and
• 14:21
  feature
• 14:22
  interactive
• 14:22
  touchscreens,
• 14:23
  audio
• 14:24
  help
• 14:24
  and
• 14:24
  visual
• 14:25
  cues
• 14:25
  to
• 14:25
  help
• 14:25
  shoppers
• 14:26
  choose
• 14:26
  the
• 14:26
  items
• 14:26
  they
• 14:27
  want.
• 14:27
  And
• 14:28
  here's
• 14:28
  my
• 14:28
  question
• 14:29
  for
• 14:29
  you
• 14:29
  on
• 14:29
  this
• 14:29
  Shrink
• 14:30
  is
• 14:30
  clearly
• 14:30
  an
• 14:30
  issue.
• 14:31
  Yes.
• 14:32
  Our
• 14:32
  friend
• 14:32
  at
• 14:32
  the
• 14:32
  A
• 14:32
  and
• 14:33
  M
• 14:33
  consumer
• 14:33
  and
• 14:33
  retail
• 14:33
  group,
• 14:34
  David
• 14:34
  Ritter
• 14:34
  on
• 14:34
  our
• 14:34
  annual
• 14:35
  show
• 14:35
  called
• 14:35
  out
• 14:36
  a
• 14:36
  similar
• 14:36
  idea
• 14:36
  Walmart
• 14:37
  is
• 14:37
  testing
• 14:38
  as
• 14:38
  the
• 14:38
  tech
• 14:38
  of
• 14:39
  the
• 14:39
  year
• 14:39
  for
• 14:39
  him.
• 14:40
  But
• 14:40
  do
• 14:40
  you
• 14:41
  like,
• 14:41
  do
• 14:42
  you
• 14:42
  like
• 14:42
  that
• 14:42
  ideas
• 14:43
  like
• 14:43
  this
• 14:43
  are
• 14:43
  gaining
• 14:44
  traction?
• 14:44
  What
• 14:45
  are
• 14:45
  your
• 14:45
  thoughts
• 14:45
  on
• 14:45
  this?
• 14:45
  Is
• 14:46
  this
• 14:46
  the
• 14:46
  right
• 14:46
  way
• 14:46
  for
• 14:47
  retailers
• 14:47
  to
• 14:47
  go?
• 14:49
  I,
• 14:50
  I
• 14:50
  think
• 14:51
  this
• 14:51
  will,
• 14:51
  this
• 14:52
  will
• 14:52
  be
• 14:52
  a
• 14:52
  helpful
• 14:52
  solution
• 14:53
  for
• 14:53
  some
• 14:53
  retailers
• 14:54
  in
• 14:54
  some
• 14:55
  very
• 14:56
  specific
• 14:56
  use
• 14:57
  cases.
• 14:57
  Perhaps
• 14:58
  it
• 14:58
  does
• 14:58
  eliminate
• 14:59
  your
• 14:59
  wait
• 14:59
  times
• 15:00
  for
• 15:01
  getting,
• 15:02
  you
• 15:02
  know,
• 15:02
  the
• 15:02
  cabinets
• 15:03
  or
• 15:03
  the
• 15:03
  glass
• 15:04
  unlocked
• 15:04
  in
• 15:05
  those
• 15:05
  situations.
• 15:05
  But
• 15:06
  for
• 15:06
  me,
• 15:06
  Chris,
• 15:07
  like
• 15:08
  I
• 15:08
  don't
• 15:08
  know,
• 15:08
  I
• 15:09
  was
• 15:09
  not
• 15:09
  big
• 15:09
  on
• 15:09
  this
• 15:09
  headline
• 15:10
  because
• 15:10
  it
• 15:10
  still
• 15:11
  is
• 15:11
  a
• 15:11
  less
• 15:11
  than
• 15:11
  desirable
• 15:12
  shopping
• 15:12
  experience.
• 15:13
  I
• 15:13
  just,
• 15:13
  I
• 15:13
  don't
• 15:13
  think
• 15:14
  this
• 15:14
  is
• 15:14
  the
• 15:14
  solution.
• 15:15
  I
• 15:15
  think
• 15:15
  this
• 15:15
  is
• 15:15
  a
• 15:16
  very
• 15:17
  short
• 15:17
  term
• 15:17
  middle
• 15:18
  of
• 15:18
  the
• 15:18
  road
• 15:19
  investment
• 15:20
  that
• 15:21
  and
• 15:21
  there's,
• 15:21
  I
• 15:22
  can't
• 15:22
  really
• 15:22
  fault
• 15:22
  the
• 15:23
  retailers
• 15:23
  because
• 15:23
  shrink
• 15:24
  is
• 15:24
  such
• 15:24
  a
• 15:24
  big
• 15:24
  problem
• 15:25
  like
• 15:25
  you
• 15:25
  talked
• 15:25
  about.
• 15:26
  They
• 15:26
  are
• 15:26
  trying
• 15:26
  to
• 15:27
  find
• 15:27
  kind
• 15:27
  of
• 15:28
  any
• 15:28
  piecemeal
• 15:29
  solutions
• 15:29
  that
• 15:29
  they
• 15:29
  can
• 15:29
  test
• 15:30
  to
• 15:30
  try
• 15:30
  to
• 15:30
  see
• 15:31
  what
• 15:31
  happens.
• 15:31
  But
• 15:32
  I
• 15:32
  really
• 15:32
  think
• 15:33
  that
• 15:34
  this
• 15:34
  is
• 15:34
  a
• 15:34
  huge
• 15:35
  miss
• 15:35
  and
• 15:35
  the
• 15:36
  one
• 15:36
  of
• 15:36
  the
• 15:36
  other
• 15:36
  reasons
• 15:37
  that
• 15:37
  I
• 15:37
  don't
• 15:37
  like
• 15:37
  it,
• 15:38
  especially
• 15:38
  when
• 15:38
  I
• 15:38
  start
• 15:38
  to
• 15:39
  think
• 15:39
  about
• 15:39
  how
• 15:39
  this
• 15:40
  is
• 15:40
  tying
• 15:40
  in
• 15:40
  and
• 15:40
  is
• 15:40
  and
• 15:41
  as
• 15:41
  I
• 15:41
  dug
• 15:41
  more
• 15:41
  into
• 15:42
  this
• 15:42
  and
• 15:42
  the
• 15:42
  Cantaloupe
• 15:43
  team
• 15:43
  will
• 15:43
  have
• 15:43
  to,
• 15:44
  you
• 15:44
  know,
• 15:44
  bring
• 15:44
  this
• 15:44
  up
• 15:45
  or,
• 15:45
  or
• 15:46
  reach
• 15:46
  out
• 15:46
  to
• 15:46
  us
• 15:46
  and
• 15:46
  let
• 15:46
  us
• 15:47
  know
• 15:47
  but
• 15:47
  I'm
• 15:47
  not
• 15:48
  sure
• 15:48
  because
• 15:49
  you're
• 15:49
  paying
• 15:49
  with
• 15:50
  your
• 15:50
  credit
• 15:50
  card
• 15:50
  in
• 15:50
  that
• 15:51
  moment.
• 15:51
  I'm
• 15:52
  not
• 15:52
  sure
• 15:52
  that
• 15:52
  it's
• 15:52
  tapping
• 15:53
  into
• 15:54
  like
• 15:54
  point
• 15:54
  of
• 15:55
  sale
• 15:55
  or
• 15:56
  the,
• 15:56
  like
• 15:56
  the
• 15:56
  rest
• 15:56
  of
• 15:56
  the
• 15:57
  point
• 15:57
  of
• 15:57
  sale,
• 15:57
  the
• 15:57
  store
• 15:57
  or
• 15:58
  my
• 15:58
  loyalty
• 15:58
  programs
• 15:59
  or
• 15:59
  promotion
• 16:00
  programs
• 16:00
  and
• 16:01
  some
• 16:01
  of
• 16:01
  these
• 16:01
  like
• 16:01
  big
• 16:01
  ticket
• 16:02
  items
• 16:02
  like
• 16:02
  they
• 16:02
  mentioned
• 16:03
  in
• 16:03
  there,
• 16:03
  you
• 16:03
  know,
• 16:03
  like,
• 16:03
  is
• 16:04
  this
• 16:04
  the
• 16:04
  right
• 16:04
  thing
• 16:04
  for
• 16:04
  like
• 16:05
  makeup
• 16:05
  or
• 16:05
  razors?
• 16:06
  Like
• 16:06
  those
• 16:06
  are
• 16:06
  things
• 16:06
  that
• 16:07
  a
• 16:07
  lot
• 16:07
  of
• 16:07
  people
• 16:07
  have
• 16:08
  couponing
• 16:08
  associated
• 16:09
  with.
• 16:10
  So
• 16:10
  if
• 16:10
  I'm
• 16:10
  tapping
• 16:10
  to
• 16:11
  pay,
• 16:11
  like
• 16:11
  do
• 16:12
  I
• 16:12
  get
• 16:12
  loyalty
• 16:12
  rewards
• 16:13
  points
• 16:13
  or
• 16:13
  is
• 16:14
  it
• 16:14
  just
• 16:14
  the
• 16:14
  convenience
• 16:15
  element
• 16:15
  of
• 16:15
  it?
• 16:15
  So
• 16:16
  there's
• 16:16
  still
• 16:16
  a
• 16:16
  lot
• 16:16
  of
• 16:17
  friction,
• 16:17
  disjointed
• 16:18
  things
• 16:19
  in
• 16:19
  this
• 16:19
  solution
• 16:20
  for
• 16:20
  me
• 16:20
  to
• 16:20
  like
• 16:21
  be
• 16:21
  all
• 16:21
  in
• 16:21
  on
• 16:22
  it.
• 16:22
  But
• 16:22
  I
• 16:22
  mean,
• 16:23
  what
• 16:23
  do
• 16:24
  you
• 16:24
  think?
• 16:24
  Are
• 16:24
  you,
• 16:25
  you
• 16:25
  wanted
• 16:25
  to
• 16:25
  talk
• 16:25
  about
• 16:26
  this
• 16:26
  headline,
• 16:26
  Are
• 16:26
  you
• 16:27
  into
• 16:27
  it?
• 16:27
  Like,
• 16:28
  yeah,
• 16:29
  that's
• 16:29
  why
• 16:29
  I
• 16:29
  want
• 16:29
  to
• 16:29
  talk
• 16:29
  it
• 16:29
  up.
• 16:30
  Because
• 16:30
  I
• 16:30
  think,
• 16:30
  I
• 16:30
  think
• 16:30
  it's
• 16:30
  an
• 16:30
  interesting
• 16:31
  philosophical
• 16:32
  conversation.
• 16:32
  I
• 16:32
  think,
• 16:33
  you
• 16:33
  know,
• 16:33
  I,
• 16:33
  I
• 16:34
  think
• 16:34
  on,
• 16:34
  on
• 16:34
  the
• 16:34
  whole,
• 16:35
  I,
• 16:35
  I
• 16:35
  agree
• 16:35
  with
• 16:36
  you.
• 16:36
  I'd
• 16:36
  actually,
• 16:36
  I
• 16:36
  think
• 16:36
  I'd
• 16:36
  go
• 16:37
  even
• 16:37
  a
• 16:37
  step
• 16:37
  further
• 16:37
  and
• 16:37
  how
• 16:37
  much
• 16:38
  I,
• 16:38
  I
• 16:38
  actually
• 16:38
  don't
• 16:39
  like
• 16:39
  it.
• 16:39
  So
• 16:39
  with
• 16:39
  all
• 16:39
  respect
• 16:40
  to
• 16:40
  David
• 16:40
  Ritter,
• 16:41
  who
• 16:41
  I
• 16:41
  respect
• 16:42
  immensely,
• 16:44
  I
• 16:44
  don't,
• 16:45
  I
• 16:45
  don't
• 16:45
  like
• 16:45
  the,
• 16:45
  I
• 16:45
  don't
• 16:46
  like
• 16:46
  the
• 16:46
  idea
• 16:46
  at
• 16:46
  all.
• 16:46
  And
• 16:47
  you
• 16:47
  know,
• 16:47
  I,
• 16:47
  to
• 16:47
  your
• 16:48
  point,
• 16:48
  I
• 16:48
  can
• 16:48
  see
• 16:48
  why
• 16:48
  retailers
• 16:49
  are
• 16:49
  doing
• 16:49
  it
• 16:50
  because
• 16:50
  they've
• 16:50
  been
• 16:50
  forced
• 16:51
  into
• 16:51
  this
• 16:51
  situation.
• 16:52
  But
• 16:53
  at
• 16:53
  the
• 16:53
  end
• 16:53
  of
• 16:53
  the
• 16:53
  day
• 16:53
  I
• 16:53
  think
• 16:54
  it
• 16:54
  just
• 16:54
  pushes
• 16:54
  more
• 16:54
  people
• 16:55
  to
• 16:55
  shop
• 16:55
  online.
• 16:56
  And
• 16:56
  if,
• 16:56
  if
• 16:56
  you're
• 16:56
  forcing
• 16:57
  me
• 16:57
  to
• 16:57
  download
• 16:57
  an
• 16:58
  app
• 16:58
  to
• 16:58
  open
• 16:59
  a
• 16:59
  case
• 16:59
  in
• 16:59
  the
• 16:59
  store,
• 17:00
  why
• 17:00
  not
• 17:00
  just
• 17:01
  force
• 17:01
  me
• 17:02
  to
• 17:02
  do
• 17:02
  an
• 17:02
  app
• 17:02
  scan
• 17:03
  when
• 17:03
  I
• 17:03
  enter
• 17:03
  the
• 17:03
  score
• 17:04
  when
• 17:04
  I
• 17:04
  enter
• 17:05
  the
• 17:05
  store.
• 17:05
  Excuse
• 17:05
  me,
• 17:06
  or,
• 17:06
  or
• 17:06
  show
• 17:07
  my
• 17:07
  loyalty
• 17:07
  card
• 17:07
  when
• 17:07
  I
• 17:08
  enter
• 17:08
  the
• 17:08
  store,
• 17:08
  similar
• 17:08
  to
• 17:09
  Costco
• 17:09
  or
• 17:09
  Whole
• 17:09
  Foods.
• 17:09
  That
• 17:10
  just
• 17:10
  seems
• 17:10
  like
• 17:10
  an
• 17:11
  easier
• 17:11
  solution
• 17:11
  and
• 17:12
  it
• 17:12
  doesn't
• 17:12
  require
• 17:12
  the
• 17:13
  expensive
• 17:13
  hardware
• 17:14
  and
• 17:14
  just
• 17:14
  do
• 17:14
  that
• 17:14
  and
• 17:15
  call
• 17:15
  it
• 17:15
  a
• 17:15
  day
• 17:15
  that
• 17:16
  you
• 17:16
  know,
• 17:16
  that
• 17:16
  way
• 17:16
  the
• 17:16
  customer
• 17:17
  experience
• 17:17
  is
• 17:17
  better.
• 17:17
  You
• 17:17
  don't
• 17:18
  introduce
• 17:18
  all
• 17:18
  this
• 17:18
  friction
• 17:19
  into
• 17:19
  the
• 17:19
  experience.
• 17:20
  It's
• 17:20
  a
• 17:20
  cheaper
• 17:21
  option.
• 17:21
  There
• 17:21
  are
• 17:21
  better
• 17:21
  options
• 17:22
  even
• 17:22
  than
• 17:22
  this
• 17:23
  if
• 17:23
  you
• 17:23
  want
• 17:23
  to
• 17:23
  deter
• 17:23
  theft,
• 17:24
  which
• 17:24
  we'll
• 17:24
  get
• 17:24
  to
• 17:24
  in
• 17:24
  the
• 17:25
  next
• 17:25
  headline.
• 17:26
  And,
• 17:27
  and
• 17:27
  so
• 17:27
  like
• 17:27
  at
• 17:28
  the
• 17:28
  end
• 17:28
  of
• 17:28
  the
• 17:28
  day
• 17:28
  it
• 17:28
  just
• 17:28
  feels
• 17:29
  like
• 17:29
  an
• 17:29
  over
• 17:29
  engineered
• 17:30
  solution
• 17:31
  to
• 17:31
  a
• 17:31
  problem
• 17:31
  that
• 17:32
  isn't
• 17:32
  ultimately
• 17:33
  that
• 17:33
  complicated.
• 17:34
  That,
• 17:34
  that
• 17:35
  is
• 17:35
  what
• 17:35
  I
• 17:35
  think
• 17:36
  here.
• 17:36
  And
• 17:36
  so
• 17:37
  I
• 17:37
  think
• 17:37
  people
• 17:37
  started
• 17:37
  putting
• 17:38
  things
• 17:38
  behind
• 17:38
  glass
• 17:39
  and
• 17:39
  now
• 17:39
  they're
• 17:39
  thinking
• 17:39
  about,
• 17:40
  oh,
• 17:40
  how
• 17:40
  do
• 17:40
  we
• 17:40
  continue
• 17:41
  to
• 17:41
  over
• 17:41
  engineer
• 17:41
  that
• 17:42
  idea?
• 17:42
  And
• 17:42
  that's
• 17:42
  just,
• 17:43
  I
• 17:43
  think
• 17:43
  that's
• 17:43
  just
• 17:44
  bad
• 17:44
  for
• 17:44
  the
• 17:44
  industry.
• 17:45
  I
• 17:45
  do
• 17:45
  too.
• 17:45
  I
• 17:46
  mean
• 17:46
  it
• 17:46
  just
• 17:46
  reminds
• 17:47
  me
• 17:47
  of
• 17:47
  like
• 17:47
  an
• 17:47
  airport
• 17:48
  or
• 17:49
  you
• 17:49
  know,
• 17:49
  like
• 17:49
  it's
• 17:49
  A,
• 17:50
  it's
• 17:50
  still
• 17:50
  a
• 17:50
  vending
• 17:50
  machine
• 17:51
  at
• 17:51
  the
• 17:51
  end
• 17:51
  of
• 17:51
  the
• 17:51
  day.
• 17:51
  Like,
• 17:52
  you
• 17:52
  don't
• 17:52
  get
• 17:52
  to
• 17:53
  touch
• 17:53
  things
• 17:53
  and
• 17:53
  I
• 17:54
  get
• 17:54
  that
• 17:54
  you
• 17:54
  don't
• 17:54
  get
• 17:54
  to
• 17:54
  do
• 17:55
  that
• 17:55
  if
• 17:55
  it's
• 17:55
  behind
• 17:56
  glass
• 17:56
  either.
• 17:56
  But
• 17:57
  I
• 17:57
  just.
• 17:57
  None
• 17:58
  of
• 17:58
  these
• 17:58
  are
• 17:58
  making
• 17:59
  a
• 17:59
  better
• 17:59
  shopping
• 18:00
  experience
• 18:00
  in
• 18:00
  my
• 18:00
  opinion.
• 18:01
  But
• 18:02
  the
• 18:02
  one
• 18:02
  thing
• 18:02
  I
• 18:03
  will
• 18:03
  say,
• 18:03
  because
• 18:03
  I've
• 18:03
  been
• 18:04
  reading
• 18:04
  the
• 18:04
  comments
• 18:04
  on
• 18:05
  social
• 18:05
  media
• 18:05
  after
• 18:06
  David's
• 18:06
  comment
• 18:07
  in
• 18:07
  our
• 18:07
  annual
• 18:07
  award
• 18:07
  show
• 18:08
  and
• 18:08
  he
• 18:08
  said
• 18:08
  it
• 18:08
  does
• 18:09
  seem
• 18:09
  like
• 18:09
  consumers
• 18:09
  want
• 18:10
  the
• 18:10
  ability
• 18:10
  to
• 18:10
  do
• 18:10
  this.
• 18:11
  So
• 18:11
  that's,
• 18:11
  that's
• 18:11
  probably
• 18:12
  what's
• 18:12
  driving
• 18:12
  the
• 18:12
  retailers
• 18:13
  to
• 18:13
  do
• 18:13
  this
• 18:13
  too.
• 18:13
  If
• 18:13
  they
• 18:13
  are
• 18:14
  putting
• 18:14
  it
• 18:14
  behind
• 18:14
  glass.
• 18:15
  Consumers
• 18:15
  don't
• 18:15
  want
• 18:16
  to
• 18:16
  wait
• 18:16
  to
• 18:17
  get
• 18:17
  help.
• 18:17
  They
• 18:17
  want
• 18:17
  to
• 18:18
  be
• 18:18
  in
• 18:18
  control
• 18:18
  of
• 18:18
  that
• 18:19
  themselves.
• 18:19
  Yeah,
• 18:20
  so
• 18:20
  I
• 18:20
  can
• 18:20
  see
• 18:20
  that.
• 18:21
  But
• 18:21
  is
• 18:21
  that
• 18:21
  the,
• 18:22
  is
• 18:22
  that,
• 18:23
  is
• 18:23
  that
• 18:23
  customer
• 18:24
  feedback
• 18:24
  leading
• 18:24
  you
• 18:24
  in
• 18:25
  the
• 18:25
  right
• 18:25
  direction
• 18:25
  in
• 18:26
  the
• 18:26
  long
• 18:26
  run?
• 18:26
  I
• 18:27
  don't
• 18:27
  think
• 18:27
  so.
• 18:28
  This
• 18:28
  is
• 18:28
  sometimes
• 18:28
  where
• 18:28
  you
• 18:29
  have
• 18:29
  to
• 18:29
  think
• 18:29
  beyond
• 18:29
  the
• 18:30
  customer.
• 18:30
  Right.
• 18:31
  All
• 18:31
  right.
• 18:31
  Yeah,
• 18:31
  that's
• 18:32
  a
• 18:32
  great
• 18:34
  headline
• 18:34
  number
• 18:34
  three.
• 18:35
  This
• 18:35
  one's
• 18:35
  good
• 18:35
  too,
• 18:36
  because
• 18:36
  this
• 18:36
  bridges
• 18:37
  into
• 18:37
  the
• 18:37
  same
• 18:37
  conversation.
• 18:38
  Yes.
• 18:40
  Oh,
• 18:41
  sorry.
• 18:41
  And
• 18:41
  this
• 18:42
  is
• 18:42
  your
• 18:42
  headline.
• 18:42
  I'm
• 18:43
  sorry,
• 18:45
  man,
• 18:46
  we're
• 18:46
  rusty
• 18:47
  after
• 18:47
  two
• 18:47
  weeks.
• 18:47
  Ed,
• 18:48
  you
• 18:48
  go.
• 18:48
  That's
• 18:49
  all
• 18:49
  right.
• 18:49
  Headline
• 18:50
  number
• 18:50
  three.
• 18:50
  Chris
• 18:50
  is
• 18:51
  so
• 18:51
  excited
• 18:51
  about
• 18:52
  this
• 18:52
  one.
• 18:53
  Simbi
• 18:53
  is
• 18:54
  rolling
• 18:54
  out
• 18:54
  fixed
• 18:55
  sensors
• 18:55
  to
• 18:55
  augment
• 18:56
  its
• 18:56
  inventory
• 18:57
  robots
• 18:57
  Chris.
• 18:58
  According
• 18:58
  to
• 18:58
  Grocery
• 18:58
  Dive,
• 18:59
  Simbi
• 18:59
  Robotics
• 18:59
  has
• 19:00
  introduced
• 19:00
  fixed
• 19:00
  sensor
• 19:01
  units
• 19:01
  to
• 19:02
  monitor
• 19:02
  products
• 19:02
  in
• 19:03
  targeted
• 19:03
  areas
• 19:04
  of
• 19:04
  grocery
• 19:04
  and
• 19:05
  other
• 19:05
  retail
• 19:05
  stores
• 19:06
  that
• 19:06
  augment
• 19:06
  the
• 19:07
  company's
• 19:07
  tally
• 19:08
  aisle
• 19:08
  scanning
• 19:09
  robots,
• 19:09
  the
• 19:09
  company
• 19:10
  announced
• 19:10
  just
• 19:11
  this
• 19:11
  past
• 19:12
  Tuesday.
• 19:12
  The
• 19:13
  new
• 19:13
  equipment,
• 19:14
  known
• 19:14
  as
• 19:14
  Tally
• 19:15
  Spot,
• 19:15
  uses
• 19:15
  computer
• 19:16
  vision
• 19:16
  cameras
• 19:16
  to
• 19:16
  identify
• 19:17
  and
• 19:17
  analyze
• 19:18
  items
• 19:18
  in
• 19:18
  specific
• 19:19
  zones
• 19:19
  that
• 19:20
  more
• 19:20
  more
• 19:21
  frequently
• 19:21
  than
• 19:21
  the
• 19:22
  robots
• 19:22
  which
• 19:22
  traverse
• 19:23
  the
• 19:23
  entire
• 19:24
  store.
• 19:24
  Tally
• 19:25
  Spot,
• 19:25
  Simbi
• 19:26
  says,
• 19:26
  reflects
• 19:26
  retailers
• 19:27
  interest
• 19:27
  in
• 19:27
  technology
• 19:28
  to
• 19:28
  enable
• 19:28
  them
• 19:29
  to
• 19:29
  keep
• 19:29
  an
• 19:29
  even
• 19:29
  closer
• 19:30
  eye
• 19:30
  on
• 19:30
  products
• 19:30
  that
• 19:31
  need
• 19:31
  frequent
• 19:31
  restocking
• 19:32
  or
• 19:33
  have
• 19:33
  elevated
• 19:33
  rates
• 19:34
  of
• 19:34
  shrink.
• 19:34
  Chris,
• 19:36
  why
• 19:36
  do
• 19:36
  you
• 19:36
  think
• 19:37
  Simbi
• 19:37
  is
• 19:37
  rolling
• 19:37
  out
• 19:38
  a
• 19:38
  fixed
• 19:38
  position
• 19:38
  sensor
• 19:39
  to
• 19:39
  complement
• 19:40
  its
• 19:40
  shelf
• 19:40
  scanning
• 19:41
  robots
• 19:41
  that
• 19:42
  we
• 19:42
  already
• 19:42
  know
• 19:42
  and
• 19:43
  love
• 19:43
  and
• 19:44
  so
• 19:44
  much
• 19:44
  so
• 19:44
  that
• 19:45
  they
• 19:45
  are
• 19:45
  also
• 19:45
  a
• 19:46
  new
• 19:46
  sponsor
• 19:46
  of
• 19:46
  the
• 19:47
  Fast
• 19:47
  Five.
• 19:47
  Might
• 19:48
  I
• 19:48
  call.
• 19:48
  Yeah,
• 19:49
  100%.
• 19:50
  I
• 19:50
  think
• 19:50
  they're
• 19:50
  doing
• 19:50
  it
• 19:50
  because
• 19:50
  it's
• 19:51
  fricking
• 19:51
  smart.
• 19:51
  It's
• 19:51
  a
• 19:52
  smart
• 19:52
  idea.
• 19:52
  And
• 19:53
  to
• 19:53
  your
• 19:53
  point,
• 19:53
  in
• 19:53
  full
• 19:54
  disclosure,
• 19:54
  like
• 19:54
  Symbios
• 19:55
  now
• 19:55
  a
• 19:55
  pod,
• 19:56
  a
• 19:56
  sponsor
• 19:57
  of
• 19:57
  this
• 19:57
  podcast
• 19:58
  on
• 19:58
  a
• 19:58
  weekly
• 19:58
  basis
• 19:58
  and
• 19:58
  we're
• 19:59
  going
• 19:59
  to
• 19:59
  do
• 19:59
  some
• 19:59
  more
• 19:59
  work
• 19:59
  with
• 20:00
  them.
• 20:00
  And
• 20:01
  as
• 20:01
  well,
• 20:02
  we
• 20:02
  just
• 20:02
  released
• 20:03
  a
• 20:03
  Spotlight
• 20:03
  series
• 20:03
  podcast
• 20:04
  with
• 20:04
  their
• 20:04
  CEO
• 20:05
  Brad
• 20:05
  Begolia
• 20:06
  yesterday
• 20:06
  when
• 20:07
  this
• 20:07
  news
• 20:07
  broke
• 20:08
  talking
• 20:08
  about
• 20:08
  this
• 20:09
  very
• 20:09
  thing.
• 20:09
  So
• 20:09
  again,
• 20:10
  to
• 20:10
  your
• 20:10
  point
• 20:10
  about
• 20:10
  Cedric,
• 20:11
  we're
• 20:11
  trying
• 20:11
  to
• 20:11
  stay
• 20:11
  on
• 20:12
  top
• 20:12
  of
• 20:12
  it
• 20:12
  for
• 20:12
  all
• 20:12
  you
• 20:12
  folks
• 20:13
  that
• 20:13
  listen
• 20:13
  to
• 20:13
  us
• 20:13
  on
• 20:13
  a
• 20:13
  regular
• 20:14
  basis.
• 20:14
  And
• 20:14
  so
• 20:15
  the
• 20:15
  answer
• 20:15
  to
• 20:15
  me
• 20:16
  about
• 20:16
  why
• 20:16
  I
• 20:16
  think
• 20:16
  this
• 20:16
  is
• 20:17
  smartant,
• 20:18
  it
• 20:18
  comes
• 20:18
  down
• 20:18
  to
• 20:19
  one
• 20:19
  word
• 20:19
  and
• 20:19
  that's
• 20:19
  vigilance.
• 20:20
  So
• 20:20
  there
• 20:20
  are
• 20:20
  certain
• 20:21
  areas
• 20:21
  of
• 20:21
  the
• 20:21
  store
• 20:22
  that
• 20:22
  you
• 20:22
  just
• 20:22
  have
• 20:23
  to
• 20:23
  keep
• 20:23
  a
• 20:23
  closer
• 20:23
  eye
• 20:24
  on.
• 20:24
  And
• 20:25
  the
• 20:25
  robot,
• 20:25
  as
• 20:26
  great
• 20:26
  as
• 20:26
  it
• 20:26
  is,
• 20:27
  is
• 20:27
  doing
• 20:27
  it
• 20:27
  at
• 20:27
  standard
• 20:28
  intervals.
• 20:28
  So
• 20:28
  things
• 20:29
  just
• 20:29
  move
• 20:29
  quicker
• 20:29
  in
• 20:30
  certain
• 20:30
  areas
• 20:30
  than
• 20:30
  the
• 20:30
  robot
• 20:31
  can
• 20:31
  capture.
• 20:31
  So
• 20:32
  those
• 20:32
  are
• 20:32
  things
• 20:32
  where
• 20:32
  you
• 20:33
  have
• 20:33
  high
• 20:33
  throughput,
• 20:33
  like
• 20:34
  probably
• 20:34
  fresh
• 20:34
  produce
• 20:35
  in
• 20:35
  some
• 20:35
  stores.
• 20:36
  High
• 20:36
  theft
• 20:37
  is
• 20:37
  also
• 20:37
  a
• 20:37
  big
• 20:38
  issue.
• 20:38
  So
• 20:38
  if
• 20:38
  you
• 20:38
  get
• 20:38
  those
• 20:39
  running
• 20:39
  right,
• 20:40
  the
• 20:40
  ROI
• 20:41
  drops
• 20:41
  to
• 20:41
  the
• 20:41
  bottom
• 20:41
  line
• 20:42
  pretty
• 20:42
  quickly.
• 20:42
  So
• 20:43
  here's
• 20:43
  the
• 20:43
  use
• 20:43
  case
• 20:43
  because
• 20:43
  I,
• 20:44
  I
• 20:44
  queried
• 20:45
  some
• 20:45
  friends
• 20:45
  of
• 20:45
  mine,
• 20:46
  I
• 20:46
  was
• 20:46
  like,
• 20:46
  okay,
• 20:46
  why
• 20:46
  is
• 20:47
  this
• 20:47
  an
• 20:47
  important
• 20:47
  use
• 20:47
  case?
• 20:48
  Yeah.
• 20:48
  And
• 20:48
  what
• 20:49
  they
• 20:49
  said
• 20:49
  to
• 20:49
  me
• 20:49
  is
• 20:49
  like,
• 20:50
  you
• 20:50
  take
• 20:50
  alcohol,
• 20:51
  right?
• 20:51
  You
• 20:51
  put
• 20:51
  a
• 20:51
  fixed
• 20:52
  position
• 20:52
  camera
• 20:53
  looking
• 20:53
  at
• 20:54
  the
• 20:54
  alcohol
• 20:54
  and
• 20:55
  it's,
• 20:55
  it's
• 20:55
  basically
• 20:55
  sending
• 20:56
  updates,
• 20:56
  let's
• 20:56
  say
• 20:56
  every
• 20:57
  15
• 20:57
  minutes
• 20:58
  so
• 20:58
  that,
• 20:58
  you
• 20:58
  know,
• 20:58
  if
• 20:59
  in
• 20:59
  that
• 20:59
  15
• 20:59
  minute
• 21:00
  cycle
• 21:00
  they
• 21:00
  see
• 21:00
  that
• 21:01
  something
• 21:01
  got
• 21:01
  hit,
• 21:02
  something
• 21:02
  got
• 21:02
  a
• 21:02
  ton
• 21:02
  of
• 21:03
  product
• 21:03
  got
• 21:03
  stolen,
• 21:04
  they
• 21:04
  can
• 21:04
  correlate
• 21:05
  that
• 21:05
  back
• 21:05
  to
• 21:05
  the
• 21:05
  pos.
• 21:06
  And
• 21:07
  then
• 21:07
  the
• 21:07
  idea
• 21:07
  then
• 21:08
  is
• 21:08
  that
• 21:08
  the
• 21:08
  AP
• 21:09
  teams
• 21:09
  can
• 21:09
  get
• 21:09
  that
• 21:10
  information.
• 21:10
  They
• 21:10
  can
• 21:10
  know
• 21:11
  exactly
• 21:11
  when
• 21:12
  to
• 21:12
  look
• 21:12
  in
• 21:12
  the
• 21:12
  camera
• 21:13
  systems,
• 21:13
  the
• 21:14
  overhead
• 21:14
  camera
• 21:14
  systems,
• 21:15
  to
• 21:15
  try
• 21:15
  to
• 21:16
  figure
• 21:16
  out
• 21:16
  who's
• 21:16
  been
• 21:16
  stealing.
• 21:17
  Right.
• 21:17
  That's
• 21:18
  information
• 21:18
  that
• 21:19
  doesn't
• 21:19
  exist
• 21:20
  without
• 21:20
  this
• 21:21
  type
• 21:21
  of
• 21:21
  setup.
• 21:22
  The
• 21:22
  other
• 21:22
  important
• 21:23
  point
• 21:23
  here
• 21:23
  of
• 21:23
  why
• 21:23
  this
• 21:23
  is
• 21:24
  smart
• 21:24
  is
• 21:25
  it's
• 21:25
  an
• 21:25
  extension
• 21:26
  of
• 21:26
  what
• 21:26
  tally
• 21:26
  the
• 21:27
  robot
• 21:27
  does.
• 21:27
  The
• 21:27
  problem
• 21:28
  with
• 21:28
  fixed
• 21:28
  position
• 21:29
  camera
• 21:29
  systems
• 21:29
  is
• 21:30
  they
• 21:30
  only
• 21:30
  are
• 21:31
  positioned
• 21:31
  to
• 21:31
  look
• 21:31
  at
• 21:32
  what
• 21:32
  they
• 21:32
  look
• 21:32
  at.
• 21:32
  They
• 21:33
  don't
• 21:33
  get
• 21:33
  a
• 21:33
  360
• 21:34
  view.
• 21:34
  And
• 21:35
  so
• 21:35
  the
• 21:35
  only
• 21:36
  way
• 21:36
  this
• 21:36
  works
• 21:36
  if
• 21:37
  it's
• 21:37
  complemented
• 21:37
  with
• 21:38
  the
• 21:38
  360
• 21:38
  view
• 21:39
  of
• 21:39
  the
• 21:39
  robot
• 21:40
  as
• 21:40
  it's
• 21:40
  scanning
• 21:40
  the
• 21:41
  store
• 21:41
  to
• 21:41
  get
• 21:41
  the
• 21:42
  full
• 21:42
  view
• 21:42
  of
• 21:42
  everything
• 21:43
  on
• 21:43
  the
• 21:43
  shelf.
• 21:44
  And
• 21:44
  so
• 21:44
  the
• 21:44
  fixed
• 21:44
  position
• 21:45
  camera
• 21:45
  then
• 21:45
  just
• 21:45
  tells
• 21:45
  you
• 21:46
  what's
• 21:46
  missing
• 21:46
  or
• 21:46
  what's
• 21:47
  moving
• 21:47
  really
• 21:47
  quickly.
• 21:48
  That's
• 21:48
  why
• 21:48
  it's
• 21:49
  really
• 21:49
  smart.
• 21:49
  It's
• 21:49
  a
• 21:49
  product
• 21:50
  extension
• 21:50
  and
• 21:51
  it
• 21:51
  just
• 21:51
  widens
• 21:51
  the
• 21:52
  market
• 21:52
  for
• 21:52
  Brad
• 21:52
  and
• 21:53
  the
• 21:53
  Simba
• 21:53
  team.
• 21:54
  Yeah,
• 21:54
  I
• 21:54
  mean,
• 21:55
  I
• 21:55
  think
• 21:55
  that's,
• 21:56
  I
• 21:56
  mean,
• 21:57
  I
• 21:57
  don't
• 21:57
  have
• 21:57
  much
• 21:57
  more
• 21:57
  to
• 21:58
  add.
• 21:58
  You
• 21:58
  really
• 21:59
  hit
• 21:59
  on
• 21:59
  all
• 21:59
  the,
• 22:00
  the
• 22:00
  key
• 22:00
  points
• 22:01
  and
• 22:01
  I
• 22:01
  think
• 22:01
  I'm
• 22:02
  so.
• 22:02
  Excited
• 22:02
  to
• 22:02
  talk
• 22:02
  about
• 22:03
  it.
• 22:03
  Yes,
• 22:03
  yes.
• 22:03
  Well,
• 22:04
  I
• 22:04
  mean
• 22:04
  in
• 22:04
  that
• 22:05
  interview
• 22:05
  with
• 22:05
  Brad,
• 22:05
  I
• 22:06
  remember
• 22:06
  specifically
• 22:07
  you
• 22:07
  talking
• 22:07
  about,
• 22:08
  you
• 22:08
  know,
• 22:09
  the
• 22:09
  consistency
• 22:10
  being
• 22:10
  a
• 22:10
  thing.
• 22:11
  Like
• 22:11
  it
• 22:12
  you
• 22:12
  have
• 22:12
  the
• 22:12
  level
• 22:13
  up
• 22:13
  with
• 22:13
  the
• 22:13
  robot
• 22:13
  because
• 22:14
  you're
• 22:14
  getting
• 22:14
  that
• 22:15
  real
• 22:15
  time
• 22:15
  Consistency.
• 22:16
  And
• 22:17
  you
• 22:17
  can't
• 22:17
  get
• 22:17
  that
• 22:18
  with
• 22:18
  human
• 22:18
  labor.
• 22:18
  Like,
• 22:19
  it
• 22:19
  just
• 22:19
  doesn't
• 22:19
  work
• 22:20
  that
• 22:20
  way
• 22:20
  because
• 22:20
  you
• 22:20
  have
• 22:20
  different
• 22:21
  people
• 22:21
  on
• 22:21
  different
• 22:21
  shifts.
• 22:22
  And
• 22:22
  I
• 22:22
  think
• 22:22
  that
• 22:22
  was
• 22:23
  the,
• 22:23
  that
• 22:23
  was
• 22:23
  the
• 22:24
  first
• 22:24
  thing
• 22:24
  that
• 22:24
  I
• 22:24
  thought
• 22:24
  of
• 22:25
  when
• 22:25
  we
• 22:25
  read
• 22:26
  about
• 22:26
  this
• 22:26
  announcement.
• 22:27
  But
• 22:27
  I
• 22:27
  think
• 22:27
  you
• 22:27
  also
• 22:28
  bring
• 22:28
  up
• 22:28
  like,
• 22:29
  I
• 22:29
  mean
• 22:30
  you
• 22:30
  were,
• 22:30
  you
• 22:31
  were
• 22:31
  in
• 22:31
  a
• 22:31
  store
• 22:31
  manager,
• 22:32
  I
• 22:32
  worked
• 22:32
  in
• 22:32
  stores.
• 22:33
  Like,
• 22:33
  you
• 22:33
  don't
• 22:33
  get
• 22:33
  to
• 22:33
  that
• 22:34
  stuff
• 22:34
  until
• 22:34
  the
• 22:35
  end
• 22:35
  of
• 22:35
  the
• 22:35
  day
• 22:35
  or
• 22:36
  like
• 22:36
  when
• 22:36
  somebody
• 22:37
  comes
• 22:37
  to
• 22:37
  you
• 22:37
  and
• 22:37
  it's
• 22:37
  already
• 22:38
  been
• 22:38
  done
• 22:38
  and
• 22:39
  the,
• 22:39
  you
• 22:39
  know,
• 22:39
  the
• 22:40
  cashmere
• 22:40
  sweater
• 22:40
  table's
• 22:41
  been
• 22:41
  wiped
• 22:41
  clean
• 22:42
  because
• 22:42
  somebody
• 22:43
  gave
• 22:43
  like
• 22:44
  now
• 22:44
  we're
• 22:44
  talking
• 22:45
  every
• 22:45
  15
• 22:45
  minutes
• 22:46
  you're
• 22:46
  able
• 22:46
  to
• 22:46
  get
• 22:47
  some
• 22:47
  of
• 22:47
  these,
• 22:48
  you
• 22:48
  know,
• 22:48
  real,
• 22:49
  truly
• 22:50
  real
• 22:50
  time
• 22:51
  inputs
• 22:52
  on
• 22:52
  what's
• 22:52
  going
• 22:53
  on
• 22:53
  in
• 22:53
  your
• 22:53
  store.
• 22:54
  And
• 22:54
  I,
• 22:54
  I
• 22:54
  think
• 22:55
  this
• 22:55
  is
• 22:55
  just
• 22:55
  the
• 22:55
  beginning
• 22:56
  for
• 22:57
  what
• 22:57
  Simbi
• 22:58
  and
• 22:58
  that
• 22:58
  team
• 22:58
  is
• 22:59
  going
• 22:59
  to
• 22:59
  be
• 22:59
  able
• 22:59
  to
• 22:59
  unlock
• 23:00
  with
• 23:00
  their
• 23:00
  offering.
• 23:01
  Like,
• 23:01
  tally
• 23:02
  was
• 23:02
  already
• 23:02
  great
• 23:02
  and
• 23:03
  now
• 23:03
  you
• 23:03
  have
• 23:03
  Tally
• 23:03
  spot
• 23:04
  coming
• 23:04
  in.
• 23:04
  This
• 23:05
  is
• 23:05
  just
• 23:05
  completely
• 23:06
  supercharged
• 23:06
  it,
• 23:06
  which
• 23:07
  I
• 23:07
  think
• 23:07
  proves
• 23:07
  that
• 23:08
  I
• 23:08
  was
• 23:08
  wrong.
• 23:08
  And
• 23:08
  2024
• 23:09
  was
• 23:10
  just
• 23:10
  the
• 23:10
  beginning
• 23:10
  of
• 23:11
  in
• 23:11
  store
• 23:11
  robotics.
• 23:12
  And
• 23:12
  you
• 23:12
  were
• 23:12
  right,
• 23:13
  Chris.
• 23:13
  This
• 23:14
  2025,
• 23:14
  25
• 23:15
  really
• 23:16
  is
• 23:16
  going
• 23:16
  to
• 23:16
  be
• 23:17
  the
• 23:17
  year
• 23:17
  of
• 23:18
  the
• 23:18
  robot.
• 23:19
  Yeah.
• 23:20
  To
• 23:20
  your
• 23:20
  point,
• 23:21
  then
• 23:21
  like
• 23:21
  15
• 23:22
  minutes,
• 23:22
  I
• 23:22
  was
• 23:22
  just
• 23:22
  using
• 23:22
  that
• 23:23
  as
• 23:23
  an
• 23:23
  illustrative
• 23:23
  example.
• 23:24
  Like
• 23:24
  this
• 23:24
  could
• 23:24
  essentially
• 23:25
  get
• 23:25
  down
• 23:25
  to
• 23:25
  real
• 23:25
  time
• 23:26
  to
• 23:26
  AP
• 23:26
  is
• 23:27
  getting
• 23:27
  that
• 23:27
  alert
• 23:27
  like
• 23:27
  within
• 23:28
  one
• 23:28
  or
• 23:28
  two
• 23:28
  minutes
• 23:28
  of
• 23:29
  it
• 23:29
  happening
• 23:29
  and
• 23:30
  still
• 23:30
  potentially
• 23:30
  being
• 23:31
  able
• 23:31
  to
• 23:31
  apprehend
• 23:31
  or
• 23:32
  alert
• 23:32
  authorities
• 23:33
  in
• 23:33
  real
• 23:33
  time
• 23:33
  that,
• 23:33
  you
• 23:34
  know,
• 23:34
  something
• 23:34
  things
• 23:34
  happening.
• 23:34
  Now
• 23:35
  there's
• 23:35
  a
• 23:35
  whole
• 23:35
  host
• 23:35
  of
• 23:35
  issues
• 23:35
  that
• 23:36
  come
• 23:36
  with
• 23:36
  that,
• 23:36
  but
• 23:36
  you
• 23:37
  know,
• 23:37
  it's
• 23:37
  at
• 23:37
  least
• 23:37
  leading
• 23:38
  to
• 23:38
  a,
• 23:38
  to
• 23:38
  a,
• 23:39
  to
• 23:39
  a
• 23:39
  road
• 23:39
  of
• 23:40
  new
• 23:40
  ideas
• 23:40
  and
• 23:40
  new
• 23:40
  ways
• 23:41
  to
• 23:41
  tackle
• 23:41
  the
• 23:41
  problem.
• 23:42
  Yeah,
• 23:42
  well,
• 23:42
  and
• 23:42
  I,
• 23:43
  and
• 23:43
  the
• 23:43
  last
• 23:43
  thing
• 23:43
  too,
• 23:43
  Chris,
• 23:44
  that
• 23:44
  you
• 23:44
  just
• 23:44
  made
• 23:44
  me
• 23:44
  think
• 23:45
  of,
• 23:45
  like
• 23:45
  I
• 23:45
  remember
• 23:46
  when
• 23:46
  we
• 23:46
  were
• 23:46
  talking
• 23:46
  to
• 23:46
  somebody
• 23:47
  on
• 23:47
  a
• 23:47
  past
• 23:47
  Spotlight
• 23:48
  series
• 23:48
  about
• 23:49
  RFID
• 23:49
  and
• 23:50
  how
• 23:50
  they're
• 23:50
  finally
• 23:51
  able
• 23:51
  to,
• 23:51
  now
• 23:52
  that
• 23:52
  RFID
• 23:52
  is
• 23:52
  on
• 23:52
  more
• 23:53
  products,
• 23:53
  they're
• 23:53
  finally
• 23:54
  able
• 23:54
  to
• 23:54
  give
• 23:55
  authorities
• 23:56
  in
• 23:56
  these
• 23:56
  communities
• 23:57
  the
• 23:57
  information
• 23:58
  that
• 23:58
  they
• 23:58
  need.
• 23:58
  Otherwise
• 23:59
  it's
• 23:59
  just,
• 23:59
  it's
• 23:59
  done.
• 23:59
  It's
• 24:00
  like
• 24:00
  this
• 24:00
  will
• 24:01
  happen
• 24:01
  in
• 24:01
  the
• 24:01
  store.
• 24:02
  It's
• 24:02
  done.
• 24:02
  But
• 24:03
  now
• 24:03
  to
• 24:03
  your
• 24:03
  point,
• 24:03
  like
• 24:03
  you're
• 24:04
  talking
• 24:04
  about
• 24:04
  like
• 24:04
  time
• 24:05
  of
• 24:05
  day,
• 24:05
  what
• 24:05
  they
• 24:05
  took,
• 24:06
  how
• 24:06
  many
• 24:06
  people,
• 24:07
  all
• 24:07
  this
• 24:07
  information,
• 24:08
  like
• 24:08
  that's
• 24:09
  something
• 24:09
  that,
• 24:09
  that
• 24:10
  local
• 24:10
  law
• 24:10
  enforcement
• 24:11
  can
• 24:11
  actually
• 24:12
  follow
• 24:12
  up
• 24:12
  on
• 24:13
  and
• 24:13
  start
• 24:13
  to
• 24:13
  be
• 24:13
  held
• 24:14
  accountable
• 24:14
  to,
• 24:14
  like,
• 24:15
  and
• 24:15
  these
• 24:15
  types
• 24:16
  of
• 24:16
  problems,
• 24:16
  which
• 24:16
  is
• 24:17
  huge.
• 24:17
  Yeah.
• 24:18
  And
• 24:18
  Marshall
• 24:18
  Cage
• 24:18
  has
• 24:19
  put
• 24:19
  out
• 24:19
  a
• 24:19
  great
• 24:19
  article
• 24:19
  on
• 24:19
  Forbes.
• 24:20
  I
• 24:20
  encourage
• 24:20
  everybody
• 24:20
  to
• 24:21
  read
• 24:21
  it
• 24:21
  about
• 24:21
  how
• 24:21
  Walmart's
• 24:22
  now
• 24:22
  deploying
• 24:23
  RFID
• 24:23
  on
• 24:24
  items
• 24:24
  that
• 24:24
  are
• 24:24
  less
• 24:24
  than
• 24:25
  that
• 24:25
  are
• 24:25
  99
• 24:26
  cents
• 24:26
  or
• 24:26
  less.
• 24:26
  So,
• 24:27
  like,
• 24:27
  these
• 24:27
  are
• 24:28
  the
• 24:28
  solutions
• 24:28
  that
• 24:28
  are
• 24:28
  out
• 24:29
  there
• 24:29
  that
• 24:29
  just
• 24:29
  make
• 24:30
  so
• 24:30
  much
• 24:30
  more
• 24:30
  sense
• 24:30
  than
• 24:31
  putting
• 24:31
  products
• 24:31
  behind
• 24:31
  glass.
• 24:32
  All
• 24:32
  right,
• 24:33
  and
• 24:33
  well,
• 24:33
  let's
• 24:33
  bring
• 24:34
  Todd
• 24:34
  onto
• 24:35
  the
• 24:35
  podcast
• 24:35
  to
• 24:36
  talk
• 24:36
  a
• 24:36
  little
• 24:36
  bit
• 24:37
  about
• 24:37
  Costco.
• 24:38
  Joining
• 24:39
  us
• 24:39
  now
• 24:39
  for
• 24:39
  five
• 24:40
  insightful
• 24:40
  minutes
• 24:40
  is
• 24:41
  Todd
• 24:41
  Barentine,
• 24:42
  president
• 24:42
  of
• 24:42
  the
• 24:42
  club
• 24:43
  division
• 24:43
  for
• 24:43
  the
• 24:43
  Barcode
• 24:44
  Group.
• 24:44
  And
• 24:45
  Todd
• 24:45
  is
• 24:45
  here
• 24:45
  to
• 24:45
  give
• 24:45
  us
• 24:46
  special
• 24:46
  insight
• 24:47
  on
• 24:47
  Costco.
• 24:48
  Todd,
• 24:49
  Costco's
• 24:49
  been
• 24:49
  knocking
• 24:50
  it
• 24:50
  out
• 24:50
  of
• 24:50
  the
• 24:50
  park,
• 24:50
  seems
• 24:51
  like
• 24:51
  decades
• 24:51
  now,
• 24:51
  but
• 24:52
  particularly
• 24:52
  in
• 24:52
  2024.
• 24:54
  What
• 24:54
  do
• 24:54
  you
• 24:54
  anticipate
• 24:55
  their
• 24:55
  key
• 24:55
  initiatives
• 24:55
  will
• 24:56
  be
• 24:56
  for
• 24:56
  2025?
• 24:58
  Hey,
• 24:58
  Chris,
• 24:58
  that's
• 24:59
  a
• 24:59
  great
• 24:59
  question.
• 25:00
  And
• 25:00
  Costco
• 25:00
  is
• 25:01
  really
• 25:01
  their
• 25:01
  own
• 25:02
  worst
• 25:02
  enemy
• 25:02
  because
• 25:02
  they've
• 25:03
  just
• 25:03
  continued
• 25:03
  to
• 25:04
  have
• 25:04
  success
• 25:04
  year
• 25:04
  over
• 25:04
  year.
• 25:06
  2025,
• 25:07
  though,
• 25:07
  interestingly,
• 25:08
  is
• 25:08
  going
• 25:08
  to
• 25:08
  be
• 25:08
  almost
• 25:09
  a
• 25:09
  recommitment
• 25:10
  back
• 25:10
  to
• 25:10
  the
• 25:10
  basics.
• 25:10
  And
• 25:11
  I
• 25:11
  know
• 25:11
  that
• 25:11
  seems
• 25:11
  a
• 25:11
  little
• 25:11
  bit
• 25:12
  odd,
• 25:12
  but
• 25:12
  what
• 25:13
  they're
• 25:13
  going
• 25:13
  to
• 25:13
  look
• 25:13
  to
• 25:13
  do
• 25:14
  in
• 25:14
  2025
• 25:15
  is
• 25:15
  kind
• 25:15
  of
• 25:16
  get
• 25:16
  back
• 25:16
  to
• 25:16
  the
• 25:16
  core
• 25:17
  of
• 25:17
  what
• 25:17
  makes
• 25:17
  them
• 25:18
  successful.
• 25:19
  And
• 25:19
  some
• 25:19
  of
• 25:19
  those
• 25:19
  real
• 25:20
  kind
• 25:20
  of
• 25:20
  initiatives
• 25:21
  and
• 25:21
  tactics
• 25:21
  are
• 25:21
  simple
• 25:22
  things
• 25:22
  like,
• 25:22
  hey,
• 25:22
  SKU
• 25:23
  management
• 25:23
  and
• 25:24
  making
• 25:24
  sure
• 25:24
  that
• 25:24
  items
• 25:25
  are
• 25:25
  coming
• 25:25
  in
• 25:25
  on
• 25:26
  time
• 25:26
  and
• 25:26
  then
• 25:27
  flowing
• 25:27
  out
• 25:27
  on
• 25:27
  time.
• 25:28
  And
• 25:28
  when
• 25:29
  you
• 25:29
  think
• 25:29
  about
• 25:29
  a
• 25:29
  limited
• 25:29
  SKU
• 25:30
  environment,
• 25:31
  you
• 25:31
  know,
• 25:31
  in
• 25:32
  and
• 25:32
  out
• 25:33
  on
• 25:33
  time
• 25:33
  really
• 25:34
  matters
• 25:34
  for
• 25:34
  them.
• 25:35
  You
• 25:35
  know,
• 25:35
  there's
• 25:35
  been
• 25:36
  a
• 25:36
  lot
• 25:36
  of
• 25:36
  challenges
• 25:36
  over
• 25:37
  the
• 25:37
  last
• 25:37
  several
• 25:37
  years,
• 25:38
  right?
• 25:38
  Everyone
• 25:38
  knows
• 25:38
  what,
• 25:39
  what
• 25:39
  the
• 25:39
  world
• 25:39
  looked
• 25:39
  like
• 25:40
  in
• 25:40
  2020.
• 25:40
  And
• 25:41
  now
• 25:41
  here
• 25:41
  we
• 25:41
  are
• 25:42
  in
• 25:42
  2024.
• 25:43
  Market
• 25:43
  conditions,
• 25:44
  global
• 25:45
  supply
• 25:45
  chain
• 25:45
  challenges
• 25:46
  that
• 25:46
  really
• 25:47
  challenged
• 25:47
  Costco.
• 25:48
  So
• 25:48
  what
• 25:48
  they're
• 25:48
  looking
• 25:48
  to
• 25:49
  kind
• 25:49
  of
• 25:49
  do
• 25:49
  is
• 25:49
  get
• 25:50
  back
• 25:50
  into
• 25:50
  some
• 25:51
  more
• 25:51
  normalized
• 25:52
  behaviors.
• 25:52
  With
• 25:52
  SKU
• 25:53
  management.
• 25:53
  They're
• 25:54
  also
• 25:54
  looking
• 25:54
  to
• 25:55
  get
• 25:55
  back
• 25:55
  to
• 25:55
  the
• 25:55
  roots
• 25:55
  in
• 25:56
  terms
• 25:56
  of,
• 25:56
  hey,
• 25:56
  treasure
• 25:57
  hunt,
• 25:57
  right?
• 25:57
  Which
• 25:58
  really
• 25:58
  is
• 25:58
  one
• 25:58
  of
• 25:58
  the
• 25:58
  advantages
• 25:59
  of
• 25:59
  Costco,
• 26:00
  bringing
• 26:00
  items
• 26:00
  in
• 26:01
  that
• 26:01
  are
• 26:01
  really
• 26:01
  new
• 26:02
  and
• 26:02
  unique,
• 26:03
  exciting,
• 26:04
  that
• 26:04
  drive
• 26:04
  member
• 26:05
  value
• 26:05
  both
• 26:05
  from
• 26:06
  a
• 26:06
  price
• 26:07
  value
• 26:08
  sensitivity
• 26:08
  standpoint,
• 26:09
  but
• 26:09
  also
• 26:09
  just
• 26:09
  from
• 26:10
  a
• 26:10
  creativity
• 26:10
  and
• 26:11
  uniqueness
• 26:11
  standpoint.
• 26:12
  Those
• 26:13
  are
• 26:13
  some
• 26:13
  of
• 26:13
  the
• 26:13
  real
• 26:13
  big
• 26:14
  things
• 26:14
  that
• 26:14
  you'll
• 26:14
  look
• 26:14
  for
• 26:15
  here
• 26:15
  in
• 26:15
  2025.
• 26:16
  And
• 26:16
  they're
• 26:17
  really
• 26:17
  focused
• 26:17
  on,
• 26:18
  well,
• 26:19
  Todd.
• 26:19
  What'S
• 26:19
  really
• 26:20
  key
• 26:20
  for
• 26:20
  brands
• 26:21
  and
• 26:22
  suppliers
• 26:22
  trying
• 26:23
  to
• 26:23
  get
• 26:23
  products
• 26:23
  into
• 26:24
  Costco
• 26:24
  in
• 26:24
  2025?
• 26:26
  Yeah,
• 26:26
  good
• 26:26
  question.
• 26:27
  Again,
• 26:28
  you
• 26:28
  know,
• 26:28
  if
• 26:29
  I
• 26:29
  were
• 26:29
  talking
• 26:29
  to
• 26:29
  a
• 26:30
  brand,
• 26:30
  one
• 26:30
  of
• 26:30
  the
• 26:30
  things
• 26:30
  that,
• 26:30
  that
• 26:31
  we
• 26:31
  definitely
• 26:31
  tell
• 26:31
  them
• 26:31
  is,
• 26:32
  hey,
• 26:32
  value.
• 26:32
  And
• 26:33
  again,
• 26:33
  value
• 26:33
  can
• 26:33
  be
• 26:33
  measured
• 26:34
  a
• 26:34
  couple
• 26:34
  different
• 26:34
  ways,
• 26:35
  right?
• 26:35
  Anybody
• 26:35
  can
• 26:35
  race
• 26:36
  to
• 26:36
  the
• 26:36
  bottom
• 26:36
  on
• 26:36
  price.
• 26:37
  It's
• 26:37
  not
• 26:37
  just
• 26:37
  about
• 26:37
  price,
• 26:38
  but
• 26:39
  it's
• 26:39
  also
• 26:39
  really
• 26:39
  about,
• 26:40
  hey,
• 26:40
  the
• 26:40
  Uniqueness
• 26:41
  of
• 26:41
  the
• 26:41
  item,
• 26:41
  build
• 26:42
  the
• 26:42
  quality.
• 26:43
  Costco
• 26:43
  wants
• 26:44
  to
• 26:44
  sell
• 26:44
  the
• 26:44
  best
• 26:45
  possible
• 26:45
  quality
• 26:45
  goods.
• 26:46
  So
• 26:47
  they
• 26:47
  don't
• 26:47
  want
• 26:47
  you
• 26:47
  to
• 26:47
  just
• 26:48
  kind
• 26:48
  of
• 26:48
  take
• 26:49
  quality
• 26:49
  down
• 26:49
  to
• 26:49
  get
• 26:50
  to
• 26:50
  a
• 26:50
  value
• 26:50
  on
• 26:51
  price.
• 26:51
  They
• 26:51
  want
• 26:52
  you
• 26:52
  to
• 26:52
  build
• 26:52
  the
• 26:52
  quality
• 26:53
  up
• 26:53
  and
• 26:53
  then
• 26:53
  lean
• 26:54
  in
• 26:54
  with
• 26:54
  an
• 26:54
  investment
• 26:55
  on
• 26:55
  that
• 26:55
  costing
• 26:56
  to
• 26:56
  give
• 26:57
  Costco
• 26:57
  an
• 26:57
  advantage.
• 26:58
  You
• 26:58
  know,
• 26:58
  most
• 26:59
  people
• 26:59
  probably
• 27:00
  know,
• 27:00
  hey,
• 27:00
  Costco
• 27:01
  works
• 27:01
  on
• 27:01
  smaller
• 27:02
  margins
• 27:02
  than
• 27:03
  a
• 27:03
  lot
• 27:03
  of
• 27:03
  other
• 27:03
  retailers,
• 27:04
  but
• 27:05
  you
• 27:05
  know,
• 27:05
  that's
• 27:06
  a
• 27:06
  big
• 27:06
  thing
• 27:06
  for
• 27:06
  them.
• 27:07
  So
• 27:07
  helping
• 27:07
  to
• 27:07
  kind
• 27:07
  of
• 27:07
  lean
• 27:08
  in
• 27:08
  and
• 27:09
  understand
• 27:09
  that
• 27:09
  you're
• 27:09
  going
• 27:09
  to
• 27:09
  get
• 27:10
  that
• 27:10
  volume
• 27:10
  on
• 27:10
  the
• 27:10
  backside,
• 27:11
  that
• 27:12
  that's
• 27:12
  really
• 27:12
  the
• 27:13
  way
• 27:13
  that
• 27:13
  that
• 27:13
  mechanic
• 27:14
  works
• 27:14
  for
• 27:15
  most
• 27:15
  suppliers.
• 27:16
  But
• 27:17
  you
• 27:17
  know,
• 27:17
  it's
• 27:18
  really
• 27:18
  all
• 27:18
  about
• 27:18
  value.
• 27:19
  Costco
• 27:20
  buys
• 27:20
  open
• 27:21
  so
• 27:21
  there
• 27:21
  aren't
• 27:22
  time
• 27:22
  to
• 27:22
  resets,
• 27:23
  which
• 27:23
  is
• 27:23
  different
• 27:24
  from
• 27:24
  some
• 27:24
  other
• 27:25
  retailers.
• 27:26
  So
• 27:26
  thinking
• 27:27
  about,
• 27:27
  hey,
• 27:27
  how
• 27:27
  can
• 27:27
  you
• 27:28
  launch
• 27:28
  something
• 27:28
  and
• 27:29
  being
• 27:29
  first
• 27:29
  to
• 27:29
  market
• 27:29
  with
• 27:30
  Costco,
• 27:30
  bringing
• 27:31
  them
• 27:31
  a
• 27:31
  unique
• 27:31
  opportunity
• 27:32
  that
• 27:32
  you
• 27:32
  can
• 27:33
  partner
• 27:33
  with
• 27:33
  them
• 27:33
  and
• 27:33
  get
• 27:34
  them
• 27:34
  to
• 27:34
  work
• 27:35
  back
• 27:35
  and
• 27:35
  forth,
• 27:35
  lean
• 27:35
  in
• 27:36
  with.
• 27:36
  That's
• 27:37
  the
• 27:37
  way
• 27:37
  that
• 27:37
  you
• 27:37
  should
• 27:37
  approach
• 27:38
  this
• 27:38
  retailer.
• 27:39
  You
• 27:39
  know,
• 27:39
  they're
• 27:40
  very
• 27:40
  different.
• 27:40
  They're
• 27:41
  an
• 27:41
  open
• 27:41
  book
• 27:41
  test.
• 27:42
  You
• 27:42
  know,
• 27:42
  there's
• 27:43
  not
• 27:43
  a
• 27:43
  lot
• 27:43
  of
• 27:43
  hidden,
• 27:43
  you
• 27:44
  know,
• 27:44
  fees
• 27:44
  and
• 27:45
  you
• 27:45
  know,
• 27:45
  slotting.
• 27:45
  You
• 27:45
  don't
• 27:46
  deal
• 27:46
  with
• 27:46
  that.
• 27:46
  It's
• 27:47
  really
• 27:47
  straightforward,
• 27:48
  bringing
• 27:48
  your
• 27:48
  best
• 27:48
  possible
• 27:49
  quality,
• 27:49
  your
• 27:49
  best
• 27:50
  item
• 27:50
  at
• 27:51
  your
• 27:51
  best
• 27:51
  possible
• 27:51
  value.
• 27:52
  And
• 27:52
  let's
• 27:52
  see
• 27:53
  what
• 27:53
  happens.
• 27:54
  Todd,
• 27:55
  that
• 27:55
  open,
• 27:55
  that
• 27:55
  open
• 27:55
  insights,
• 27:56
  really,
• 27:56
  that's
• 27:56
  really
• 27:57
  interesting,
• 27:57
  you
• 27:57
  know,
• 27:58
  and,
• 27:58
  and
• 27:58
  I
• 27:58
  want
• 27:58
  to
• 27:58
  get
• 27:58
  back
• 27:59
  to
• 27:59
  something
• 27:59
  you
• 27:59
  said
• 27:59
  earlier.
• 28:00
  The
• 28:00
  treasure
• 28:00
  hunt.
• 28:00
  You
• 28:01
  know,
• 28:01
  one
• 28:01
  of
• 28:01
  the
• 28:01
  best,
• 28:02
  you
• 28:02
  know,
• 28:02
  absolute
• 28:03
  best
• 28:03
  part
• 28:03
  of
• 28:03
  Costco
• 28:04
  is
• 28:04
  the
• 28:04
  treasure
• 28:04
  hunt
• 28:05
  for
• 28:05
  its
• 28:05
  members.
• 28:06
  What,
• 28:07
  what
• 28:08
  insider
• 28:08
  intel
• 28:09
  can
• 28:09
  you
• 28:09
  provide
• 28:09
  into
• 28:10
  how
• 28:10
  they
• 28:10
  continue
• 28:10
  to
• 28:11
  use
• 28:11
  that
• 28:11
  as
• 28:11
  a
• 28:11
  competitive
• 28:12
  advantage?
• 28:13
  Yeah.
• 28:13
  So
• 28:14
  Costco
• 28:14
  is
• 28:14
  unique
• 28:15
  in
• 28:15
  the
• 28:15
  fact
• 28:15
  that
• 28:16
  they
• 28:16
  are
• 28:16
  not
• 28:16
  centrally
• 28:17
  purchased.
• 28:18
  They
• 28:18
  have
• 28:18
  eight
• 28:18
  US
• 28:19
  region
• 28:19
  buying
• 28:20
  teams
• 28:20
  that
• 28:20
  all
• 28:20
  are
• 28:21
  focused
• 28:21
  against
• 28:21
  a
• 28:22
  very
• 28:22
  specific
• 28:23
  geography.
• 28:24
  And
• 28:24
  so
• 28:24
  because
• 28:25
  of
• 28:25
  that,
• 28:25
  they
• 28:26
  can
• 28:26
  tailor
• 28:26
  items
• 28:27
  and
• 28:27
  their
• 28:27
  item
• 28:27
  assortment
• 28:28
  based
• 28:29
  on
• 28:29
  what
• 28:29
  works
• 28:29
  for
• 28:29
  their
• 28:30
  member
• 28:30
  within
• 28:30
  a
• 28:30
  market.
• 28:31
  And
• 28:32
  because
• 28:32
  then
• 28:32
  they
• 28:33
  have
• 28:33
  these
• 28:33
  micro
• 28:33
  markets
• 28:34
  they
• 28:34
  can
• 28:34
  look
• 28:34
  at,
• 28:35
  we'll
• 28:35
  use
• 28:35
  the
• 28:35
  San
• 28:35
  Diego
• 28:36
  region
• 28:36
  as
• 28:36
  an
• 28:36
  example.
• 28:37
  The
• 28:37
  San
• 28:37
  Diego
• 28:37
  region
• 28:38
  is
• 28:38
  essentially
• 28:39
  the
• 28:39
  southwest
• 28:39
  of
• 28:40
  the
• 28:40
  US
• 28:40
  So
• 28:41
  it's
• 28:41
  like
• 28:41
  San
• 28:41
  Diego
• 28:42
  proper,
• 28:42
  then
• 28:43
  it's
• 28:43
  like
• 28:43
  Boulder
• 28:44
  and
• 28:44
  Colorado
• 28:45
  and
• 28:45
  then
• 28:45
  it's
• 28:45
  also
• 28:45
  like
• 28:46
  Phoenix,
• 28:46
  Tolleson,
• 28:47
  you
• 28:47
  know
• 28:48
  that
• 28:48
  area.
• 28:48
  They
• 28:49
  can
• 28:49
  find
• 28:49
  items
• 28:50
  that
• 28:50
  work
• 28:50
  for
• 28:51
  those
• 28:51
  various
• 28:52
  micro
• 28:52
  markets,
• 28:53
  test
• 28:53
  them
• 28:53
  there,
• 28:54
  build
• 28:54
  them,
• 28:54
  expand
• 28:55
  them,
• 28:55
  and
• 28:55
  then
• 28:55
  it
• 28:55
  kind
• 28:55
  of
• 28:56
  flows
• 28:56
  and
• 28:56
  builds
• 28:57
  from
• 28:57
  there.
• 28:58
  But
• 28:59
  it's
• 28:59
  just
• 28:59
  it
• 29:00
  that
• 29:00
  is
• 29:00
  probably
• 29:00
  the
• 29:01
  competitive
• 29:01
  advantage
• 29:01
  that
• 29:01
  helps
• 29:02
  them
• 29:02
  treasure
• 29:02
  hunt
• 29:03
  and
• 29:03
  bring
• 29:03
  items
• 29:03
  in
• 29:04
  is
• 29:04
  their
• 29:04
  ability
• 29:04
  to
• 29:05
  be
• 29:05
  nimble.
• 29:05
  They
• 29:05
  don't
• 29:06
  have
• 29:06
  to
• 29:06
  launch
• 29:06
  everything
• 29:07
  at
• 29:07
  every
• 29:07
  single
• 29:08
  warehouse
• 29:08
  at
• 29:09
  once.
• 29:09
  They
• 29:09
  can
• 29:10
  kind
• 29:10
  of
• 29:10
  pioneer
• 29:11
  it,
• 29:11
  test,
• 29:12
  prove
• 29:12
  the
• 29:12
  concept,
• 29:12
  get
• 29:13
  it
• 29:13
  right,
• 29:13
  and
• 29:13
  then
• 29:13
  roll
• 29:14
  it
• 29:14
  out
• 29:14
  in
• 29:14
  a
• 29:14
  bigger
• 29:14
  fashion.
• 29:16
  Wow.
• 29:16
  Well,
• 29:17
  Todd,
• 29:17
  we
• 29:17
  know
• 29:17
  that
• 29:18
  Costco
• 29:18
  is
• 29:18
  planning
• 29:19
  on
• 29:19
  going,
• 29:19
  you
• 29:19
  know,
• 29:20
  even
• 29:20
  more
• 29:21
  international
• 29:21
  in
• 29:21
  the
• 29:22
  next
• 29:22
  year
• 29:22
  and
• 29:22
  beyond.
• 29:23
  What
• 29:23
  does
• 29:24
  that
• 29:24
  mean
• 29:24
  for
• 29:25
  brands
• 29:25
  and
• 29:26
  for
• 29:26
  customers?
• 29:27
  Yeah,
• 29:27
  it's,
• 29:28
  it's
• 29:28
  an
• 29:28
  interesting
• 29:28
  model.
• 29:29
  Most
• 29:29
  people
• 29:29
  think
• 29:29
  of
• 29:30
  Costco
• 29:30
  as
• 29:30
  being
• 29:30
  a
• 29:30
  US
• 29:31
  retailer,
• 29:31
  but
• 29:31
  they
• 29:32
  are
• 29:32
  a
• 29:32
  global
• 29:32
  retailer.
• 29:33
  And
• 29:34
  year
• 29:34
  in
• 29:34
  and
• 29:34
  year
• 29:34
  out,
• 29:34
  at
• 29:35
  supplier
• 29:35
  day
• 29:35
  and
• 29:35
  you
• 29:35
  hear
• 29:36
  it
• 29:36
  through,
• 29:36
  you
• 29:36
  know,
• 29:36
  different
• 29:37
  meetings,
• 29:37
  they'll
• 29:37
  tell
• 29:38
  the
• 29:38
  suppliers,
• 29:38
  hey,
• 29:38
  we're
• 29:39
  global.
• 29:39
  They
• 29:40
  want
• 29:40
  suppliers
• 29:40
  to
• 29:41
  start
• 29:41
  thinking
• 29:41
  about
• 29:41
  their
• 29:41
  global
• 29:42
  international
• 29:42
  country
• 29:43
  regions.
• 29:44
  You
• 29:44
  know,
• 29:44
  being
• 29:45
  a
• 29:45
  global
• 29:45
  retailer
• 29:46
  gives
• 29:47
  them
• 29:47
  access
• 29:47
  to
• 29:47
  international
• 29:48
  suppliers,
• 29:49
  also
• 29:49
  gives
• 29:49
  this
• 29:50
  domestic
• 29:50
  supplier
• 29:51
  an
• 29:51
  opportunity
• 29:51
  to
• 29:52
  build
• 29:52
  an
• 29:52
  international
• 29:53
  business.
• 29:54
  It
• 29:54
  works
• 29:55
  the
• 29:55
  same
• 29:55
  way.
• 29:56
  Their
• 29:56
  plans
• 29:57
  for
• 29:57
  international
• 29:57
  are
• 29:57
  pretty
• 29:58
  robust.
• 29:58
  I
• 29:58
  think
• 29:59
  They've
• 29:59
  got
• 29:59
  about
• 29:59
  180
• 30:00
  warehouses
• 30:01
  right
• 30:01
  now
• 30:01
  outside
• 30:01
  of,
• 30:02
  you
• 30:02
  know,
• 30:02
  North
• 30:03
  America.
• 30:03
  The
• 30:04
  scale
• 30:04
  there
• 30:05
  is
• 30:05
  to
• 30:05
  grow
• 30:05
  that
• 30:05
  pretty
• 30:06
  substantially
• 30:06
  by
• 30:06
  the
• 30:07
  end
• 30:07
  of
• 30:07
  2030.
• 30:08
  What's
• 30:09
  really
• 30:09
  cool
• 30:09
  about
• 30:10
  that
• 30:10
  though
• 30:10
  too
• 30:10
  is
• 30:11
  again,
• 30:11
  the
• 30:11
  ability
• 30:12
  to
• 30:12
  create
• 30:12
  treasure
• 30:12
  hunt
• 30:13
  that
• 30:13
  you
• 30:13
  can
• 30:13
  test
• 30:13
  and
• 30:14
  pioneer
• 30:14
  an
• 30:15
  opportunity
• 30:15
  in
• 30:15
  a
• 30:15
  country
• 30:16
  like
• 30:16
  Australia.
• 30:16
  Right.
• 30:17
  Or,
• 30:18
  you
• 30:18
  know,
• 30:18
  pick,
• 30:18
  you
• 30:19
  know,
• 30:19
  Taiwan
• 30:19
  or,
• 30:20
  you
• 30:20
  know,
• 30:21
  you
• 30:21
  know,
• 30:21
  even
• 30:21
  the
• 30:22
  uk.
• 30:22
  And
• 30:23
  if
• 30:23
  you
• 30:23
  think
• 30:23
  about
• 30:23
  the
• 30:23
  Costco
• 30:24
  member
• 30:24
  being
• 30:24
  a
• 30:25
  pretty,
• 30:25
  you
• 30:26
  know,
• 30:26
  educated
• 30:27
  and
• 30:27
  affluent,
• 30:28
  you
• 30:28
  know,
• 30:28
  household
• 30:29
  by
• 30:30
  demographic,
• 30:31
  they're
• 30:31
  globe
• 30:31
  travelers.
• 30:32
  So
• 30:33
  having
• 30:33
  that
• 30:34
  kind
• 30:34
  of
• 30:34
  flow
• 30:34
  back
• 30:35
  and
• 30:35
  forth
• 30:35
  is
• 30:35
  another
• 30:36
  competitive
• 30:36
  advantage
• 30:37
  for
• 30:37
  them.
• 30:38
  Great
• 30:39
  stuff,
• 30:39
  Todd.
• 30:39
  Thank
• 30:40
  you.
• 30:40
  Thank
• 30:40
  you.
• 30:42
  Okay,
• 30:43
  headline
• 30:43
  number
• 30:43
  four.
• 30:43
  DoorDash
• 30:44
  and
• 30:44
  Ibotta
• 30:45
  have
• 30:45
  teamed
• 30:45
  up
• 30:45
  to
• 30:45
  offer
• 30:46
  savings
• 30:46
  on
• 30:46
  everyday
• 30:47
  purchases.
• 30:48
  According
• 30:48
  to
• 30:48
  Progr
• 30:49
  Grocer
• 30:50
  Boy,
• 30:50
  this
• 30:50
  is
• 30:50
  the
• 30:51
  heaviest
• 30:51
  grocery
• 30:51
  podcast
• 30:52
  I
• 30:52
  think
• 30:52
  we've
• 30:52
  done
• 30:52
  in
• 30:52
  a
• 30:53
  long
• 30:53
  time,
• 30:53
  man.
• 30:54
  Ibotta,
• 30:55
  the
• 30:55
  operator
• 30:55
  of
• 30:55
  the
• 30:55
  largest
• 30:56
  digital
• 30:56
  promotions
• 30:57
  network
• 30:57
  in
• 30:57
  North
• 30:57
  America,
• 30:58
  and
• 30:58
  DoorDash
• 30:59
  DoorDash
• 31:00
  have
• 31:00
  established
• 31:01
  a
• 31:01
  multi
• 31:01
  year
• 31:01
  strategic
• 31:02
  partnership
• 31:02
  to
• 31:02
  give
• 31:02
  DoorDash
• 31:03
  customers
• 31:04
  access
• 31:04
  to
• 31:04
  iBotta's
• 31:05
  catalog
• 31:05
  of
• 31:05
  digital
• 31:05
  promotions.
• 31:06
  By
• 31:07
  joining
• 31:07
  the
• 31:07
  iBotta
• 31:08
  Performance
• 31:08
  Network,
• 31:09
  also
• 31:09
  known
• 31:09
  as
• 31:09
  the
• 31:10
  IPN
• 31:10
  and
• 31:11
  DoorDash
• 31:11
  will
• 31:11
  be
• 31:12
  able
• 31:12
  to
• 31:12
  offer
• 31:12
  personalized
• 31:13
  promotions
• 31:13
  and
• 31:14
  coupons
• 31:14
  in
• 31:14
  a
• 31:14
  range
• 31:14
  of
• 31:15
  categories,
• 31:15
  among
• 31:16
  them
• 31:16
  grocery,
• 31:17
  health
• 31:17
  and
• 31:17
  beauty,
• 31:17
  home
• 31:18
  improvement,
• 31:18
  and
• 31:19
  of
• 31:19
  course,
• 31:19
  alcohol
• 31:20
  for
• 31:20
  CBG
• 31:21
  brands.
• 31:21
  The
• 31:21
  partnership
• 31:22
  provides
• 31:22
  an
• 31:22
  opportunity
• 31:23
  to
• 31:23
  reach
• 31:23
  consumers
• 31:23
  across
• 31:24
  DoorDash's
• 31:24
  footprint
• 31:25
  of
• 31:25
  115,000
• 31:26
  plus
• 31:27
  non
• 31:27
  restaurant
• 31:28
  stores
• 31:28
  on
• 31:29
  its
• 31:29
  marketplace
• 31:29
  in
• 31:30
  North
• 31:30
  America.
• 31:31
  The
• 31:31
  Ibotta
• 31:32
  provided
• 31:33
  offers
• 31:33
  are
• 31:33
  expected
• 31:34
  to
• 31:34
  be
• 31:34
  live
• 31:34
  across
• 31:35
  DoorDash's
• 31:35
  marketplace
• 31:36
  later
• 31:36
  this
• 31:37
  year.
• 31:38
  And
• 31:38
  yes,
• 31:39
  why
• 31:39
  do
• 31:39
  you
• 31:40
  view
• 31:40
  this?
• 31:40
  Ibotta
• 31:41
  and
• 31:41
  DoorDash
• 31:41
  partnership
• 31:42
  as
• 31:42
  a
• 31:42
  quote,
• 31:43
  must
• 31:43
  discuss
• 31:44
  retail
• 31:45
  headline.
• 31:45
  Because,
• 31:46
  Chris,
• 31:46
  I
• 31:47
  don't
• 31:47
  know
• 31:47
  if
• 31:47
  this
• 31:48
  has
• 31:48
  ever
• 31:48
  happened
• 31:48
  to
• 31:48
  you,
• 31:48
  but
• 31:49
  have
• 31:49
  you
• 31:49
  ever
• 31:49
  gone
• 31:49
  on
• 31:50
  DoorDash
• 31:50
  and
• 31:50
  you're
• 31:51
  like,
• 31:51
  I
• 31:52
  have
• 31:52
  no
• 31:53
  macaroni
• 31:53
  and
• 31:53
  cheese.
• 31:54
  I
• 31:54
  brought
• 31:54
  it
• 31:54
  back
• 31:54
  for
• 31:55
  our
• 31:55
  vacation.
• 31:55
  Chris.
• 31:56
  I
• 31:56
  was
• 31:56
  like,
• 31:56
  I'm
• 31:56
  going
• 31:56
  to
• 31:56
  start
• 31:57
  getting
• 31:57
  macaroni
• 31:57
  and
• 31:57
  cheese
• 31:58
  for
• 31:58
  these
• 31:58
  vacations
• 31:59
  so
• 31:59
  that
• 31:59
  you
• 32:00
  can.
• 32:00
  And
• 32:00
  have
• 32:00
  you
• 32:01
  ever
• 32:01
  gone
• 32:01
  on
• 32:01
  there
• 32:01
  and
• 32:02
  you're
• 32:02
  like,
• 32:02
  I'm
• 32:02
  going
• 32:02
  to
• 32:02
  order
• 32:03
  macaroni
• 32:03
  and
• 32:03
  cheese.
• 32:04
  My
• 32:04
  kids
• 32:05
  want
• 32:05
  it.
• 32:05
  I
• 32:05
  don't
• 32:05
  have
• 32:05
  any
• 32:06
  left.
• 32:06
  And
• 32:07
  then
• 32:07
  you
• 32:07
  get
• 32:07
  all
• 32:07
  the
• 32:07
  way
• 32:08
  to
• 32:08
  the
• 32:08
  end
• 32:08
  and
• 32:08
  you're
• 32:08
  like,
• 32:09
  am
• 32:09
  I
• 32:09
  paying
• 32:09
  $20
• 32:10
  for
• 32:10
  two
• 32:10
  boxes
• 32:11
  of
• 32:11
  macaroni
• 32:11
  and
• 32:12
  cheese?
• 32:12
  This
• 32:12
  is
• 32:13
  insane.
• 32:14
  So
• 32:14
  I
• 32:15
  think
• 32:15
  that
• 32:15
  you
• 32:15
  have
• 32:15
  a
• 32:16
  ton
• 32:16
  of
• 32:16
  drop
• 32:17
  off
• 32:17
  with
• 32:17
  people.
• 32:17
  Even
• 32:18
  doordash
• 32:18
  is
• 32:18
  still
• 32:19
  a
• 32:19
  convenience
• 32:19
  for
• 32:19
  people.
• 32:20
  And
• 32:20
  I
• 32:20
  think
• 32:20
  that
• 32:20
  sometimes
• 32:21
  with
• 32:21
  all
• 32:21
  the
• 32:21
  charges,
• 32:22
  you
• 32:22
  get
• 32:22
  to
• 32:22
  a
• 32:22
  point
• 32:23
  where
• 32:23
  people
• 32:23
  are
• 32:24
  like
• 32:24
  abandoning
• 32:24
  the
• 32:24
  cart
• 32:25
  and
• 32:25
  they're
• 32:25
  like,
• 32:25
  I'll
• 32:25
  do
• 32:26
  something
• 32:26
  else
• 32:26
  or
• 32:26
  I'll
• 32:26
  go
• 32:27
  drive
• 32:27
  to
• 32:27
  the
• 32:27
  store
• 32:27
  and
• 32:27
  get
• 32:27
  it.
• 32:28
  But
• 32:29
  with
• 32:29
  this
• 32:29
  partnership,
• 32:30
  you
• 32:31
  start
• 32:31
  to
• 32:31
  chip
• 32:31
  away
• 32:32
  at
• 32:32
  some
• 32:32
  of
• 32:32
  those
• 32:32
  fees
• 32:33
  when
• 32:33
  you
• 32:33
  get
• 32:33
  a
• 32:34
  dollar
• 32:34
  off
• 32:34
  of
• 32:34
  the
• 32:34
  product.
• 32:35
  Or
• 32:35
  like,
• 32:36
  everybody
• 32:36
  is
• 32:36
  winning
• 32:37
  here.
• 32:37
  And
• 32:37
  that's
• 32:37
  why
• 32:38
  I
• 32:38
  think
• 32:38
  this
• 32:38
  is
• 32:38
  so
• 32:38
  important.
• 32:39
  The
• 32:39
  customers
• 32:40
  win
• 32:40
  because
• 32:40
  they
• 32:40
  get
• 32:41
  prices
• 32:41
  that
• 32:42
  are
• 32:42
  more
• 32:42
  comparable
• 32:42
  to
• 32:43
  what
• 32:43
  they'd
• 32:43
  be
• 32:43
  paying
• 32:43
  if
• 32:44
  they
• 32:44
  went
• 32:44
  to
• 32:44
  the
• 32:44
  store
• 32:44
  and
• 32:44
  bought
• 32:45
  this
• 32:45
  themselves.
• 32:45
  They.
• 32:46
  It
• 32:46
  kind
• 32:46
  of
• 32:46
  diminishes
• 32:47
  that
• 32:47
  threshold
• 32:47
  of
• 32:48
  like,
• 32:48
  should
• 32:48
  I
• 32:48
  do
• 32:48
  this
• 32:48
  or
• 32:49
  not?
• 32:49
  Then
• 32:50
  you
• 32:50
  also
• 32:51
  get
• 32:51
  Doordash
• 32:51
  and
• 32:51
  Ibotta
• 32:52
  getting
• 32:52
  all
• 32:52
  this
• 32:53
  information
• 32:53
  now
• 32:54
  that
• 32:54
  they
• 32:54
  can
• 32:54
  use
• 32:55
  to
• 32:55
  provide
• 32:55
  me
• 32:55
  with
• 32:56
  more
• 32:56
  deals
• 32:56
  to
• 32:57
  learn
• 32:57
  more
• 32:57
  about
• 32:57
  my
• 32:57
  shopping
• 32:58
  behaviors.
• 32:59
  And
• 32:59
  then
• 32:59
  the
• 32:59
  brands
• 33:00
  get
• 33:00
  that
• 33:00
  information
• 33:01
  too.
• 33:01
  Like,
• 33:01
  oh,
• 33:02
  doordash
• 33:02
  is
• 33:02
  this
• 33:03
  great
• 33:03
  channel
• 33:03
  for
• 33:03
  me.
• 33:04
  Maybe
• 33:04
  I
• 33:04
  should
• 33:04
  be
• 33:04
  pushing
• 33:05
  out
• 33:05
  more.
• 33:05
  Like
• 33:05
  everything
• 33:06
  here,
• 33:07
  I
• 33:07
  think
• 33:07
  starts
• 33:08
  to
• 33:08
  add
• 33:08
  up
• 33:08
  to
• 33:09
  benefits
• 33:09
  for
• 33:10
  everybody
• 33:10
  around.
• 33:11
  It's
• 33:11
  your
• 33:11
  old
• 33:12
  analogy
• 33:12
  of
• 33:12
  one
• 33:12
  plus
• 33:13
  one
• 33:13
  equals
• 33:13
  three.
• 33:14
  And
• 33:14
  I
• 33:14
  think
• 33:14
  that
• 33:14
  this
• 33:15
  is
• 33:15
  a
• 33:15
  great,
• 33:16
  great
• 33:17
  move
• 33:17
  and
• 33:18
  just
• 33:18
  kind
• 33:18
  of
• 33:18
  further
• 33:19
  solidifies
• 33:20
  Doordash's
• 33:21
  penetration
• 33:21
  in
• 33:22
  this
• 33:22
  space
• 33:23
  though.
• 33:23
  I
• 33:23
  think
• 33:24
  it's
• 33:24
  a
• 33:24
  great
• 33:24
  move.
• 33:25
  But
• 33:25
  what
• 33:25
  do
• 33:25
  you
• 33:26
  think?
• 33:26
  Yeah,
• 33:26
  no,
• 33:27
  those
• 33:27
  are
• 33:27
  really
• 33:27
  great
• 33:28
  points.
• 33:28
  I
• 33:28
  don't
• 33:28
  have
• 33:28
  a
• 33:28
  lot
• 33:28
  to
• 33:28
  add,
• 33:29
  but
• 33:29
  I
• 33:29
  think,
• 33:29
  I
• 33:29
  think
• 33:29
  you're
• 33:29
  dead
• 33:30
  on
• 33:30
  in
• 33:30
  terms
• 33:30
  of
• 33:30
  like,
• 33:30
  the
• 33:31
  one
• 33:31
  issue
• 33:31
  with
• 33:31
  DoorDash
• 33:32
  that's
• 33:32
  still
• 33:32
  out
• 33:32
  there
• 33:33
  is
• 33:33
  like,
• 33:33
  is
• 33:33
  am
• 33:33
  I
• 33:34
  getting
• 33:34
  a
• 33:34
  good
• 33:34
  price?
• 33:35
  Right?
• 33:35
  You
• 33:35
  just
• 33:35
  don't
• 33:35
  know
• 33:36
  that.
• 33:36
  And
• 33:36
  so
• 33:36
  this
• 33:36
  gives
• 33:36
  you
• 33:37
  the
• 33:37
  confidence.
• 33:37
  And
• 33:37
  there's
• 33:37
  a
• 33:37
  lot
• 33:37
  of
• 33:38
  ways
• 33:38
  you
• 33:38
  could
• 33:38
  do
• 33:38
  this.
• 33:38
  Like
• 33:38
  you
• 33:38
  give
• 33:39
  instant
• 33:39
  redeemable
• 33:39
  coupons,
• 33:40
  like
• 33:40
  just
• 33:40
  by
• 33:41
  Buying
• 33:41
  products
• 33:41
  that
• 33:41
  flow
• 33:41
  through
• 33:42
  this.
• 33:42
  I
• 33:42
  don't
• 33:42
  know
• 33:42
  how
• 33:42
  they're
• 33:42
  going
• 33:42
  to
• 33:42
  execute
• 33:43
  this,
• 33:43
  but.
• 33:43
  But
• 33:44
  you're
• 33:44
  right.
• 33:44
  And
• 33:44
  that
• 33:45
  helps
• 33:45
  ameliorate
• 33:45
  that
• 33:45
  issue.
• 33:46
  The
• 33:46
  other
• 33:46
  point
• 33:47
  that
• 33:47
  I
• 33:47
  think
• 33:47
  is
• 33:47
  interesting
• 33:47
  here,
• 33:48
  that
• 33:48
  I
• 33:48
  would
• 33:48
  just
• 33:48
  add
• 33:48
  is
• 33:49
  I
• 33:49
  have.
• 33:50
  I
• 33:50
  have
• 33:50
  been
• 33:50
  surprised
• 33:51
  about
• 33:52
  how
• 33:52
  often
• 33:52
  I'm
• 33:53
  using
• 33:53
  doordash
• 33:54
  to
• 33:54
  search
• 33:54
  for
• 33:54
  things.
• 33:55
  Really?
• 33:55
  And
• 33:55
  it's
• 33:55
  particularly.
• 33:56
  Yeah,
• 33:56
  it's
• 33:56
  particularly
• 33:57
  because
• 33:57
  I
• 33:57
  have
• 33:57
  the
• 33:57
  Dash
• 33:58
  Pass.
• 33:58
  And,
• 33:58
  you
• 33:58
  know,
• 33:59
  what's
• 33:59
  happening
• 33:59
  most
• 33:59
  is
• 33:59
  with
• 34:00
  alcohol,
• 34:00
  actually,
• 34:01
  which
• 34:01
  is
• 34:01
  why
• 34:01
  I
• 34:01
  keyed
• 34:01
  in
• 34:01
  on
• 34:01
  alcohol
• 34:02
  in
• 34:02
  that
• 34:02
  read.
• 34:03
  Like,
• 34:03
  oh,
• 34:03
  where
• 34:04
  can
• 34:04
  I
• 34:04
  get
• 34:04
  this
• 34:04
  beer
• 34:04
  that
• 34:05
  I
• 34:05
  like?
• 34:05
  I
• 34:05
  know
• 34:05
  it's
• 34:05
  not
• 34:05
  going
• 34:06
  to
• 34:06
  be
• 34:06
  at
• 34:06
  my
• 34:06
  grocery
• 34:06
  store,
• 34:07
  but
• 34:07
  where
• 34:07
  can
• 34:07
  I
• 34:07
  find
• 34:07
  it?
• 34:07
  Is
• 34:08
  it
• 34:08
  available
• 34:08
  on
• 34:08
  the
• 34:08
  DashPass
• 34:09
  Marketplace?
• 34:09
  It's
• 34:09
  a
• 34:09
  regional
• 34:10
  beer.
• 34:10
  Who
• 34:10
  has
• 34:10
  it?
• 34:11
  Who
• 34:11
  carries
• 34:11
  it?
• 34:12
  Like,
• 34:12
  that
• 34:12
  type
• 34:13
  of
• 34:13
  thing
• 34:13
  is
• 34:13
  happening
• 34:14
  for
• 34:14
  me.
• 34:14
  And
• 34:15
  the
• 34:15
  other
• 34:15
  place
• 34:15
  where
• 34:15
  I
• 34:15
  start
• 34:15
  to
• 34:16
  get
• 34:16
  intrigued,
• 34:16
  too
• 34:16
  is
• 34:16
  with
• 34:16
  the
• 34:17
  double
• 34:17
  dash.
• 34:17
  I'm
• 34:17
  always,
• 34:18
  like,
• 34:18
  playing
• 34:18
  around
• 34:19
  with
• 34:19
  the
• 34:19
  double
• 34:19
  dash.
• 34:19
  I
• 34:19
  don't
• 34:19
  know
• 34:20
  if
• 34:20
  you've
• 34:20
  done
• 34:20
  that,
• 34:20
  but.
• 34:20
  Oh,
• 34:21
  I
• 34:21
  do
• 34:21
  the
• 34:21
  double
• 34:21
  dash
• 34:22
  all
• 34:22
  the
• 34:22
  time.
• 34:23
  Do
• 34:23
  you?
• 34:23
  Oh,
• 34:23
  wow.
• 34:24
  Okay.
• 34:24
  Especially
• 34:25
  traveling
• 34:25
  like
• 34:26
  here,
• 34:26
  like,
• 34:26
  you
• 34:27
  know,
• 34:27
  we
• 34:27
  always
• 34:27
  got
• 34:28
  like,
• 34:28
  last
• 34:28
  night
• 34:29
  for
• 34:29
  dinner,
• 34:29
  I
• 34:30
  ordered
• 34:30
  my
• 34:30
  food
• 34:31
  from
• 34:31
  the
• 34:31
  restaurant
• 34:31
  and
• 34:32
  then
• 34:32
  double
• 34:32
  dashed
• 34:33
  my,
• 34:33
  like,
• 34:34
  drinks,
• 34:34
  my
• 34:34
  bottled
• 34:35
  water
• 34:35
  and
• 34:35
  whatever.
• 34:36
  Right.
• 34:36
  All
• 34:36
  to
• 34:37
  the
• 34:37
  room.
• 34:37
  And
• 34:38
  last
• 34:38
  night,
• 34:39
  actually,
• 34:39
  the
• 34:39
  first.
• 34:39
  For
• 34:39
  the
• 34:40
  first
• 34:40
  time,
• 34:40
  I
• 34:40
  had
• 34:41
  the
• 34:41
  same
• 34:41
  person
• 34:42
  do
• 34:42
  both
• 34:42
  dashes
• 34:43
  for
• 34:43
  me.
• 34:43
  And
• 34:44
  it
• 34:44
  was
• 34:44
  amazing.
• 34:45
  I
• 34:45
  had
• 34:45
  such
• 34:45
  a
• 34:45
  good
• 34:45
  experience.
• 34:47
  Wow.
• 34:47
  You.
• 34:48
  You
• 34:48
  double
• 34:48
  dash
• 34:49
  with
• 34:49
  the
• 34:49
  same
• 34:49
  person.
• 34:50
  Anne,
• 34:50
  that.
• 34:50
  That's.
• 34:51
  That's
• 34:51
  pretty
• 34:51
  awesome.
• 34:52
  Sounds
• 34:52
  very
• 34:52
  Vegas
• 34:52
  of
• 34:52
  me,
• 34:53
  doesn't
• 34:53
  it?
• 34:53
  It
• 34:53
  does
• 34:54
  sound
• 34:54
  very
• 34:54
  Vegas,
• 34:54
  but.
• 34:55
  And
• 34:55
  you
• 34:55
  didn't
• 34:55
  keep
• 34:55
  it
• 34:56
  in
• 34:56
  Vegas.
• 34:56
  You
• 34:56
  shoot,
• 34:56
  shared
• 34:57
  it
• 34:57
  with
• 34:57
  the
• 34:57
  world.
• 34:57
  And
• 34:58
  it's
• 34:58
  out
• 34:58
  there.
• 34:58
  Yeah,
• 34:59
  but
• 34:59
  J.C.
• 34:59
  you're
• 35:00
  amazing.
• 35:02
  J.C.
• 35:02
  got
• 35:03
  five
• 35:03
  stars
• 35:03
  for
• 35:03
  his
• 35:04
  double
• 35:04
  dashing
• 35:05
  tip.
• 35:06
  Yeah.
• 35:06
  Yeah,
• 35:07
  he
• 35:07
  did.
• 35:07
  Yeah,
• 35:07
  he
• 35:07
  did.
• 35:08
  But,
• 35:08
  yeah,
• 35:09
  I
• 35:09
  mean,
• 35:09
  at
• 35:09
  the
• 35:09
  end
• 35:09
  of
• 35:09
  the
• 35:09
  day,
• 35:09
  I
• 35:09
  think
• 35:10
  it
• 35:10
  just.
• 35:10
  It
• 35:10
  just
• 35:10
  makes
• 35:11
  doordash
• 35:11
  and
• 35:12
  the
• 35:12
  Dash
• 35:12
  path
• 35:12
  stronger.
• 35:13
  This
• 35:13
  is
• 35:13
  a
• 35:13
  great
• 35:13
  idea,
• 35:14
  I
• 35:14
  think.
• 35:14
  Part
• 35:14
  and
• 35:15
  parcel.
• 35:15
  All
• 35:15
  right,
• 35:16
  well,
• 35:16
  let's
• 35:16
  go
• 35:16
  to
• 35:16
  headline
• 35:16
  number
• 35:17
  five,
• 35:17
  Chris.
• 35:17
  Giant
• 35:18
  Food
• 35:19
  introduced
• 35:19
  a
• 35:20
  first
• 35:20
  of
• 35:20
  its
• 35:20
  kind
• 35:20
  community
• 35:21
  space.
• 35:21
  According
• 35:21
  to
• 35:22
  Grocery
• 35:22
  Dive,
• 35:22
  the
• 35:23
  Giant
• 35:23
  food
• 35:23
  store
• 35:23
  located
• 35:24
  on
• 35:24
  Alabama
• 35:25
  Avenue
• 35:25
  southeast
• 35:26
  in
• 35:26
  Ward
• 35:26
  8
• 35:26
  of
• 35:27
  Washington,
• 35:27
  D.C.
• 35:28
  a
• 35:28
  food
• 35:29
  desert
• 35:29
  in
• 35:29
  part
• 35:29
  because
• 35:29
  of
• 35:30
  its
• 35:30
  lack
• 35:30
  of
• 35:30
  supermarkets.
• 35:31
  According
• 35:31
  to
• 35:32
  the
• 35:32
  D.C.
• 35:32
  policy
• 35:32
  center,
• 35:33
  they
• 35:33
  reintroduced
• 35:34
  a
• 35:34
  healthy
• 35:35
  living
• 35:35
  center
• 35:36
  during
• 35:36
  its
• 35:36
  grand
• 35:37
  reopening
• 35:37
  event
• 35:37
  on
• 35:38
  December
• 35:38
  10,
• 35:39
  2024.
• 35:40
  The
• 35:40
  Multipurpose
• 35:41
  center,
• 35:41
  located
• 35:42
  to
• 35:42
  the
• 35:42
  left
• 35:42
  of
• 35:42
  the
• 35:42
  store's
• 35:43
  front
• 35:43
  entrance,
• 35:44
  provides
• 35:44
  health
• 35:44
  and
• 35:44
  wellness
• 35:45
  information
• 35:45
  and
• 35:45
  programming
• 35:46
  to
• 35:46
  the
• 35:47
  greater
• 35:47
  D.C.
• 35:47
  area,
• 35:48
  the
• 35:48
  healthy
• 35:49
  Healthy
• 35:49
  Living
• 35:49
  center
• 35:50
  is
• 35:50
  also
• 35:50
  prepared
• 35:50
  to
• 35:51
  offer
• 35:51
  an
• 35:51
  array
• 35:51
  of
• 35:51
  programs
• 35:52
  including
• 35:52
  financial
• 35:53
  literacy,
• 35:53
  yoga
• 35:54
  classes,
• 35:54
  nutrition
• 35:55
  education
• 35:55
  and
• 35:56
  board
• 35:56
  meetings
• 35:56
  for
• 35:56
  non
• 35:57
  profits.
• 35:57
  Jefferson
• 35:58
  said,
• 35:58
  noting
• 35:59
  that
• 35:59
  the
• 35:59
  space
• 36:00
  is
• 36:00
  free
• 36:00
  to
• 36:00
  use.
• 36:01
  Chris,
• 36:02
  are
• 36:02
  you
• 36:02
  pro
• 36:02
  or
• 36:03
  con
• 36:03
  retailers
• 36:03
  setting
• 36:04
  aside
• 36:04
  space
• 36:04
  in
• 36:04
  their
• 36:04
  stores
• 36:05
  for
• 36:05
  things
• 36:05
  like
• 36:05
  community
• 36:06
  spaces
• 36:07
  the
• 36:07
  floor?
• 36:09
  Not
• 36:09
  at
• 36:10
  all,
• 36:10
  Anne.
• 36:10
  Not
• 36:10
  at
• 36:11
  all.
• 36:11
  In
• 36:11
  fact,
• 36:11
  I'm
• 36:11
  gonna
• 36:11
  start
• 36:12
  2025
• 36:12
  here
• 36:12
  off
• 36:12
  on
• 36:13
  a
• 36:13
  mini
• 36:13
  rant.
• 36:13
  I
• 36:13
  don't
• 36:13
  think
• 36:13
  I'm
• 36:14
  gonna
• 36:14
  go
• 36:14
  full
• 36:14
  Walton
• 36:14
  ramp,
• 36:14
  but
• 36:15
  I'm
• 36:15
  gonna
• 36:15
  go,
• 36:15
  oh.
• 36:16
  Boy,
• 36:16
  let's
• 36:16
  hear
• 36:16
  it,
• 36:16
  let's
• 36:17
  hear
• 36:17
  it.
• 36:18
  I,
• 36:18
  I
• 36:19
  actually
• 36:19
  loathe
• 36:19
  these
• 36:19
  ideas.
• 36:20
  And
• 36:21
  as
• 36:21
  soon
• 36:21
  as
• 36:21
  I
• 36:21
  hear
• 36:21
  yoga
• 36:22
  classes
• 36:22
  in
• 36:22
  any
• 36:23
  announcement
• 36:23
  and
• 36:23
  I'm
• 36:24
  out,
• 36:24
  like,
• 36:24
  I'm
• 36:25
  out
• 36:25
  like
• 36:25
  it
• 36:26
  like
• 36:26
  Cartman
• 36:27
  from
• 36:27
  South
• 36:27
  park,
• 36:27
  you
• 36:28
  know,
• 36:28
  yoga
• 36:28
  is
• 36:28
  code
• 36:28
  for
• 36:29
  or
• 36:29
  namaste
• 36:29
  is
• 36:30
  code
• 36:30
  for
• 36:30
  I
• 36:30
  have
• 36:30
  anxiety.
• 36:31
  You
• 36:31
  know
• 36:31
  this,
• 36:31
  that's
• 36:32
  how
• 36:32
  I
• 36:32
  feel
• 36:32
  about
• 36:32
  this
• 36:32
  headline.
• 36:34
  And
• 36:34
  the
• 36:34
  reason
• 36:34
  being
• 36:35
  these
• 36:36
  community
• 36:36
  spaces,
• 36:36
  one,
• 36:37
  they're
• 36:37
  just
• 36:37
  really
• 36:37
  hard
• 36:38
  to
• 36:38
  program
• 36:38
  year
• 36:39
  round.
• 36:40
  Two,
• 36:40
  they
• 36:40
  don't
• 36:40
  bring
• 36:41
  in
• 36:41
  any
• 36:41
  additional
• 36:42
  revenue
• 36:42
  so
• 36:42
  it's
• 36:42
  a
• 36:42
  complete
• 36:43
  waste
• 36:43
  of
• 36:43
  students
• 36:43
  space.
• 36:44
  They
• 36:44
  generally
• 36:45
  don't
• 36:45
  draw
• 36:45
  any
• 36:46
  incremental
• 36:46
  traffic
• 36:47
  which
• 36:47
  is
• 36:47
  why
• 36:47
  they
• 36:47
  end
• 36:47
  up
• 36:48
  being
• 36:48
  unused
• 36:48
  or
• 36:49
  just
• 36:49
  unprogrammed
• 36:50
  for
• 36:50
  the
• 36:50
  most
• 36:50
  part.
• 36:51
  We've
• 36:51
  seen
• 36:51
  them
• 36:52
  come
• 36:52
  and
• 36:52
  go
• 36:52
  as
• 36:52
  ideas
• 36:53
  in
• 36:53
  various
• 36:53
  forms
• 36:54
  of
• 36:54
  our
• 36:54
  eight
• 36:54
  years
• 36:55
  of
• 36:55
  doing
• 36:55
  Omni
• 36:56
  talk
• 36:56
  and
• 36:57
  I
• 36:57
  hate
• 36:57
  to
• 36:57
  say
• 36:57
  it
• 36:57
  and,
• 36:58
  but
• 36:58
  you
• 36:58
  know
• 36:58
  what
• 36:58
  we
• 36:58
  never
• 36:58
  hear
• 36:59
  about,
• 36:59
  we
• 37:00
  never
• 37:00
  hear
• 37:00
  about
• 37:00
  the
• 37:01
  second
• 37:01
  community
• 37:01
  center
• 37:02
  at
• 37:02
  another
• 37:03
  store
• 37:03
  rolling
• 37:04
  out
• 37:04
  based
• 37:04
  on
• 37:04
  the
• 37:04
  success
• 37:05
  of
• 37:05
  the
• 37:05
  first
• 37:05
  one.
• 37:05
  I,
• 37:06
  I,
• 37:06
  I
• 37:06
  tried
• 37:06
  to
• 37:07
  think
• 37:07
  about
• 37:07
  that.
• 37:08
  Of
• 37:08
  all
• 37:08
  the
• 37:09
  times
• 37:09
  we've
• 37:09
  heard
• 37:09
  about
• 37:09
  similar
• 37:10
  ideas,
• 37:10
  I
• 37:10
  can't
• 37:11
  think
• 37:11
  of
• 37:11
  one
• 37:12
  happening.
• 37:12
  So
• 37:13
  I
• 37:13
  don't
• 37:13
  know.
• 37:13
  But
• 37:14
  you
• 37:14
  know,
• 37:14
  take
• 37:14
  me,
• 37:15
  get
• 37:16
  me
• 37:16
  off
• 37:16
  the
• 37:16
  ledge
• 37:16
  and
• 37:17
  tell
• 37:17
  me
• 37:17
  where
• 37:17
  I'm
• 37:17
  right,
• 37:17
  Tell
• 37:17
  me
• 37:18
  where
• 37:18
  I'm
• 37:18
  wrong.
• 37:18
  I
• 37:19
  don't
• 37:19
  know,
• 37:19
  I
• 37:19
  just,
• 37:19
  I
• 37:19
  just
• 37:20
  don't
• 37:20
  like
• 37:20
  this
• 37:20
  idea.
• 37:20
  I
• 37:20
  think
• 37:21
  it's
• 37:21
  silly.
• 37:21
  I
• 37:22
  think
• 37:22
  that
• 37:22
  the
• 37:22
  points
• 37:23
  you
• 37:23
  bring
• 37:23
  up
• 37:23
  are
• 37:23
  valid.
• 37:25
  The
• 37:25
  key
• 37:25
  thing
• 37:26
  here
• 37:26
  I
• 37:26
  think
• 37:27
  is
• 37:27
  to,
• 37:27
  for
• 37:28
  at
• 37:28
  least
• 37:28
  for
• 37:28
  me,
• 37:28
  as
• 37:29
  I
• 37:29
  was
• 37:29
  considering
• 37:29
  this
• 37:30
  is
• 37:30
  like
• 37:31
  do
• 37:31
  we
• 37:31
  need
• 37:31
  to
• 37:31
  think
• 37:32
  specifically
• 37:32
  about
• 37:32
  the
• 37:32
  location
• 37:33
  of
• 37:33
  these
• 37:33
  spaces
• 37:34
  versus
• 37:35
  just
• 37:35
  like
• 37:35
  broader,
• 37:36
  like
• 37:36
  rolling
• 37:36
  this
• 37:36
  out
• 37:37
  to
• 37:37
  every
• 37:37
  giant
• 37:38
  food
• 37:38
  location
• 37:38
  in
• 37:39
  the
• 37:39
  country.
• 37:39
  Like
• 37:39
  that
• 37:40
  does
• 37:40
  not
• 37:40
  make
• 37:40
  sense
• 37:41
  to
• 37:41
  me.
• 37:41
  But
• 37:42
  they're
• 37:42
  in
• 37:42
  a
• 37:43
  food
• 37:43
  desert.
• 37:44
  You
• 37:44
  know,
• 37:44
  it's
• 37:44
  not
• 37:44
  necessarily
• 37:45
  like
• 37:45
  you
• 37:46
  know,
• 37:46
  $100
• 37:47
  a
• 37:47
  square
• 37:47
  foot
• 37:47
  prime
• 37:48
  retail
• 37:48
  location.
• 37:49
  I,
• 37:49
  I
• 37:50
  think
• 37:50
  that
• 37:51
  I,
• 37:51
  I
• 37:51
  agree
• 37:51
  with
• 37:52
  you
• 37:52
  in
• 37:52
  that
• 37:52
  like
• 37:53
  this
• 37:53
  space
• 37:53
  being
• 37:54
  free
• 37:54
  to
• 37:54
  use
• 37:54
  and
• 37:55
  the,
• 37:55
  and
• 37:55
  no
• 37:56
  programming
• 37:56
  around
• 37:56
  it
• 37:56
  like
• 37:57
  that
• 37:58
  could
• 37:58
  be
• 37:58
  a
• 37:58
  problem.
• 37:58
  Like
• 37:59
  you
• 37:59
  and
• 37:59
  I
• 37:59
  have
• 37:59
  seen
• 37:59
  those
• 38:00
  spaces
• 38:00
  fail.
• 38:00
  You're
• 38:01
  absolutely
• 38:01
  correct.
• 38:02
  But
• 38:03
  I
• 38:03
  do
• 38:03
  think,
• 38:04
  like,
• 38:04
  if
• 38:04
  you
• 38:04
  look
• 38:04
  closely
• 38:05
  at
• 38:05
  like
• 38:05
  what
• 38:05
  Walmart's
• 38:06
  been
• 38:06
  doing
• 38:06
  with
• 38:06
  health
• 38:06
  hubs
• 38:07
  in
• 38:07
  the
• 38:07
  spaces,
• 38:07
  like
• 38:08
  trying
• 38:08
  to
• 38:08
  figure
• 38:09
  out
• 38:09
  like,
• 38:09
  I
• 38:09
  would
• 38:10
  be
• 38:10
  focusing
• 38:10
  more
• 38:10
  if
• 38:10
  I
• 38:10
  was
• 38:11
  Giant
• 38:11
  on
• 38:11
  like,
• 38:11
  how
• 38:11
  do
• 38:12
  you
• 38:12
  utilize.
• 38:12
  It
• 38:13
  was
• 38:13
  used
• 38:13
  as
• 38:13
  like
• 38:13
  a
• 38:14
  COVID
• 38:14
  testing
• 38:14
  center.
• 38:15
  Like,
• 38:15
  how
• 38:15
  do
• 38:15
  you
• 38:15
  figure
• 38:16
  out
• 38:16
  how
• 38:16
  to
• 38:17
  make
• 38:17
  this
• 38:17
  a
• 38:17
  place
• 38:18
  where
• 38:18
  if
• 38:18
  I
• 38:19
  live
• 38:19
  in
• 38:19
  a
• 38:19
  food
• 38:20
  desert,
• 38:21
  I
• 38:21
  may
• 38:21
  not
• 38:22
  be
• 38:22
  going
• 38:22
  to
• 38:22
  Giant.
• 38:23
  I
• 38:23
  might
• 38:23
  be
• 38:23
  just
• 38:23
  going
• 38:24
  to
• 38:24
  my
• 38:24
  local
• 38:24
  bodega
• 38:25
  or
• 38:25
  whatever
• 38:25
  I
• 38:25
  can
• 38:26
  get
• 38:26
  my
• 38:26
  hands
• 38:26
  on.
• 38:27
  But
• 38:27
  if
• 38:27
  I
• 38:27
  can
• 38:27
  go
• 38:27
  there
• 38:27
  and
• 38:28
  meet
• 38:28
  a
• 38:28
  friend
• 38:28
  for
• 38:28
  coffee,
• 38:29
  I
• 38:29
  can
• 38:29
  do,
• 38:30
  you
• 38:30
  know,
• 38:30
  I
• 38:30
  can
• 38:30
  get
• 38:31
  a
• 38:31
  mammogram
• 38:31
  like
• 38:32
  Walmart
• 38:32
  was
• 38:32
  offering
• 38:33
  or,
• 38:33
  you
• 38:33
  know,
• 38:34
  even,
• 38:34
  even
• 38:34
  get
• 38:34
  a
• 38:34
  flu
• 38:35
  shot
• 38:35
  or
• 38:35
  something
• 38:35
  like
• 38:36
  that.
• 38:36
  Like,
• 38:36
  that's
• 38:36
  different
• 38:37
  though.
• 38:37
  Like
• 38:37
  that's,
• 38:37
  that's.
• 38:38
  Yeah,
• 38:38
  that's
• 38:38
  different
• 38:39
  though.
• 38:39
  That's
• 38:39
  why
• 38:39
  I
• 38:39
  put
• 38:39
  that
• 38:40
  in
• 38:40
  different
• 38:40
  bucket.
• 38:40
  Yeah,
• 38:41
  there's
• 38:41
  revenue
• 38:41
  with
• 38:42
  that
• 38:42
  stuff.
• 38:42
  Right.
• 38:43
  Well,
• 38:43
  and
• 38:43
  I
• 38:44
  even
• 38:44
  think
• 38:45
  that,
• 38:45
  you
• 38:45
  know,
• 38:46
  you
• 38:46
  know,
• 38:47
  you
• 38:47
  could
• 38:47
  still
• 38:47
  argue
• 38:48
  that
• 38:48
  if
• 38:49
  I,
• 38:49
  that
• 38:49
  I
• 38:49
  wouldn't
• 38:50
  have
• 38:50
  gone
• 38:50
  to
• 38:50
  Giant
• 38:51
  unless
• 38:51
  I
• 38:51
  could
• 38:51
  accomplish
• 38:52
  more
• 38:52
  than
• 38:52
  one
• 38:52
  thing
• 38:53
  in
• 38:53
  one
• 38:53
  space.
• 38:54
  And
• 38:55
  that
• 38:55
  does
• 38:55
  bring
• 38:55
  in
• 38:56
  an
• 38:56
  incremental
• 38:56
  revenue,
• 38:57
  not
• 38:57
  for
• 38:57
  that
• 38:57
  specific,
• 38:58
  you
• 38:58
  know,
• 38:58
  square
• 38:59
  footage
• 38:59
  of
• 38:59
  the
• 38:59
  community
• 39:00
  space,
• 39:00
  but
• 39:00
  it
• 39:00
  does
• 39:01
  bring,
• 39:01
  bring
• 39:01
  somebody
• 39:01
  into
• 39:02
  a
• 39:02
  Giant,
• 39:03
  which
• 39:03
  if
• 39:03
  I'm
• 39:04
  carrying
• 39:04
  on
• 39:04
  on
• 39:04
  this
• 39:05
  thread,
• 39:05
  could
• 39:06
  potentially
• 39:06
  put
• 39:06
  them
• 39:07
  in
• 39:07
  a
• 39:07
  stronger
• 39:07
  position
• 39:08
  once
• 39:08
  the
• 39:09
  dollar
• 39:09
  store
• 39:09
  sectors
• 39:10
  continue
• 39:10
  to
• 39:10
  start
• 39:11
  to
• 39:11
  add
• 39:11
  things
• 39:11
  like
• 39:11
  produce
• 39:12
  and
• 39:12
  start
• 39:12
  to
• 39:12
  like
• 39:13
  kind
• 39:13
  of
• 39:13
  take
• 39:13
  up
• 39:13
  and,
• 39:14
  you
• 39:15
  know,
• 39:15
  everybody's
• 39:15
  trying
• 39:15
  to
• 39:15
  fight
• 39:15
  this
• 39:16
  food
• 39:16
  desert
• 39:17
  problem.
• 39:17
  You
• 39:18
  know,
• 39:18
  could
• 39:18
  that
• 39:18
  still
• 39:19
  position
• 39:19
  Giant
• 39:20
  is
• 39:20
  like,
• 39:20
  well,
• 39:20
  I
• 39:20
  can,
• 39:21
  you
• 39:21
  know,
• 39:21
  I
• 39:21
  could
• 39:22
  do
• 39:22
  a
• 39:22
  yoga
• 39:22
  class
• 39:23
  there.
• 39:23
  I
• 39:23
  don't
• 39:23
  like
• 39:24
  the
• 39:24
  yoga
• 39:24
  example,
• 39:24
  but
• 39:25
  I
• 39:25
  could
• 39:25
  do
• 39:25
  something.
• 39:26
  Yeah,
• 39:26
  right.
• 39:27
  I
• 39:27
  could
• 39:27
  accomplish
• 39:28
  more
• 39:28
  things.
• 39:28
  I
• 39:28
  think
• 39:29
  you're
• 39:29
  a
• 39:29
  little
• 39:29
  harsh
• 39:29
  on
• 39:29
  the
• 39:29
  whole
• 39:30
  yoga
• 39:30
  thing.
• 39:30
  Be
• 39:31
  like,
• 39:31
  I
• 39:31
  think
• 39:31
  you
• 39:31
  went
• 39:31
  too
• 39:32
  far
• 39:32
  on
• 39:32
  yoga.
• 39:32
  I
• 39:32
  love
• 39:33
  yoga,
• 39:33
  so
• 39:33
  I
• 39:33
  will,
• 39:34
  you
• 39:34
  know,
• 39:34
  I'll
• 39:34
  fight
• 39:35
  you
• 39:35
  to
• 39:35
  the
• 39:35
  death
• 39:35
  on
• 39:35
  that
• 39:35
  one.
• 39:36
  You're
• 39:36
  gonna
• 39:36
  take
• 39:36
  yoga
• 39:36
  at
• 39:37
  the
• 39:37
  Giant
• 39:37
  grocery
• 39:37
  store.
• 39:38
  That's
• 39:38
  where
• 39:38
  you
• 39:38
  get
• 39:38
  yoga.
• 39:38
  I
• 39:38
  would
• 39:39
  not
• 39:39
  take
• 39:39
  yoga
• 39:39
  at
• 39:39
  the
• 39:39
  Gian
• 39:40
  grocery
• 39:40
  store.
• 39:41
  Some
• 39:42
  people
• 39:42
  might,
• 39:42
  I
• 39:42
  don't
• 39:42
  know.
• 39:43
  I,
• 39:43
  I
• 39:43
  think
• 39:44
  there
• 39:44
  has
• 39:44
  to
• 39:45
  be
• 39:45
  some
• 39:45
  considerations
• 39:46
  made
• 39:46
  though,
• 39:47
  for
• 39:47
  the
• 39:48
  locations
• 39:48
  of
• 39:48
  these
• 39:49
  spaces.
• 39:50
  No,
• 39:50
  it
• 39:50
  is
• 39:50
  not
• 39:50
  an
• 39:51
  application.
• 39:51
  I'd
• 39:51
  roll
• 39:52
  out,
• 39:52
  you
• 39:52
  know,
• 39:52
  chain
• 39:53
  wide
• 39:53
  across
• 39:54
  my
• 39:54
  whole
• 39:54
  region.
• 39:55
  But
• 39:55
  I
• 39:56
  think
• 39:56
  in
• 39:56
  some
• 39:56
  of
• 39:56
  these
• 39:56
  locations
• 39:57
  there,
• 39:57
  the
• 39:58
  store
• 39:58
  is
• 39:59
  the
• 39:59
  community
• 39:59
  for
• 40:00
  that
• 40:00
  space.
• 40:00
  And
• 40:01
  so
• 40:01
  I
• 40:01
  think
• 40:01
  that
• 40:02
  there's,
• 40:02
  there's
• 40:02
  testing.
• 40:03
  Okay.
• 40:04
  Okay.
• 40:04
  So
• 40:05
  I
• 40:05
  want
• 40:05
  to
• 40:05
  take
• 40:05
  this
• 40:05
  argument.
• 40:05
  I
• 40:06
  want
• 40:06
  to
• 40:06
  spin
• 40:06
  it
• 40:06
  a
• 40:06
  little
• 40:07
  bit.
• 40:07
  So,
• 40:07
  like,
• 40:07
  here's
• 40:08
  the
• 40:08
  thing.
• 40:08
  Here's
• 40:08
  the
• 40:08
  thing.
• 40:09
  Like,
• 40:09
  I
• 40:09
  actually,
• 40:09
  I
• 40:09
  agree
• 40:10
  with
• 40:10
  you.
• 40:10
  Like,
• 40:10
  the
• 40:10
  locations
• 40:11
  of
• 40:11
  these
• 40:11
  types
• 40:11
  of
• 40:11
  ideas
• 40:12
  matter.
• 40:12
  But
• 40:13
  my
• 40:13
  question.
• 40:13
  My
• 40:13
  question
• 40:13
  comes
• 40:14
  down
• 40:14
  to
• 40:14
  this.
• 40:14
  How
• 40:14
  are
• 40:15
  you
• 40:15
  in
• 40:15
  a
• 40:15
  food
• 40:15
  desert
• 40:16
  if
• 40:16
  this
• 40:16
  is
• 40:16
  inside
• 40:16
  a
• 40:17
  grocery
• 40:17
  store?
• 40:18
  Like,
• 40:18
  so
• 40:19
  if
• 40:19
  this
• 40:19
  is
• 40:19
  a
• 40:19
  great
• 40:20
  idea
• 40:20
  for
• 40:20
  the
• 40:21
  community,
• 40:21
  why
• 40:22
  don't
• 40:22
  you
• 40:22
  just
• 40:22
  put
• 40:22
  it
• 40:23
  in
• 40:23
  the
• 40:23
  community
• 40:23
  where
• 40:24
  everyone
• 40:24
  can,
• 40:25
  you
• 40:25
  know,
• 40:25
  learn
• 40:25
  from
• 40:25
  it
• 40:26
  and
• 40:26
  benefit
• 40:26
  from
• 40:26
  it,
• 40:27
  like
• 40:27
  a
• 40:27
  community
• 40:27
  center
• 40:28
  is
• 40:29
  traditionally
• 40:29
  done,
• 40:30
  versus
• 40:30
  making
• 40:31
  this
• 40:31
  something
• 40:31
  that
• 40:31
  a
• 40:32
  grocery
• 40:32
  store
• 40:32
  is
• 40:33
  doing
• 40:33
  and
• 40:34
  won't
• 40:34
  end
• 40:34
  up
• 40:35
  putting
• 40:35
  the
• 40:35
  effort
• 40:35
  towards
• 40:36
  it
• 40:36
  because
• 40:36
  they're
• 40:36
  not
• 40:36
  going
• 40:36
  to
• 40:37
  get
• 40:37
  the
• 40:37
  payoff
• 40:37
  in
• 40:37
  the
• 40:38
  long
• 40:38
  run
• 40:38
  because
• 40:38
  it's
• 40:39
  going
• 40:39
  to
• 40:39
  end
• 40:39
  up
• 40:39
  not
• 40:39
  being
• 40:40
  programmed
• 40:40
  and
• 40:40
  not
• 40:40
  being
• 40:41
  vacant
• 40:41
  so
• 40:41
  that
• 40:42
  it
• 40:42
  doesn't
• 40:42
  feel
• 40:43
  like
• 40:43
  put
• 40:43
  more
• 40:43
  food
• 40:44
  in
• 40:44
  there.
• 40:44
  Store
• 40:45
  should
• 40:45
  be
• 40:45
  owning.
• 40:45
  Yes,
• 40:46
  it
• 40:46
  seems
• 40:46
  like
• 40:47
  make
• 40:47
  more
• 40:47
  food
• 40:47
  accessible
• 40:48
  and
• 40:48
  available
• 40:49
  to
• 40:49
  people
• 40:49
  and
• 40:50
  easier
• 40:50
  to
• 40:50
  get
• 40:51
  and
• 40:51
  draw
• 40:51
  them
• 40:51
  in
• 40:52
  that
• 40:52
  way.
• 40:52
  I
• 40:52
  don't
• 40:53
  know.
• 40:53
  You
• 40:53
  also.
• 40:54
  I
• 40:54
  mean,
• 40:54
  I
• 40:54
  just.
• 40:54
  I
• 40:54
  think
• 40:55
  there's
• 40:55
  more.
• 40:56
  There's
• 40:56
  more
• 40:57
  to
• 40:57
  it
• 40:57
  than
• 40:58
  that.
• 40:58
  I
• 40:58
  mean,
• 40:58
  there's
• 40:58
  tax
• 40:59
  credits.
• 40:59
  There's
• 40:59
  things
• 41:00
  that,
• 41:00
  you
• 41:00
  know,
• 41:00
  like,
• 41:01
  I
• 41:01
  want
• 41:01
  to.
• 41:01
  This
• 41:02
  building.
• 41:02
  Like,
• 41:03
  I
• 41:03
  think
• 41:03
  that
• 41:03
  again,
• 41:04
  like,
• 41:04
  in.
• 41:05
  There'S
• 41:05
  murals
• 41:06
  and
• 41:06
  like,
• 41:06
  we
• 41:07
  didn't
• 41:07
  even
• 41:07
  talk
• 41:07
  about
• 41:07
  that.
• 41:07
  There's
• 41:08
  a
• 41:08
  mural
• 41:08
  designed
• 41:08
  by
• 41:09
  an
• 41:09
  Emmy
• 41:09
  award
• 41:09
  winner,
• 41:10
  which
• 41:10
  I
• 41:10
  was
• 41:10
  like,
• 41:10
  the
• 41:11
  award
• 41:11
  winner
• 41:11
  designing
• 41:12
  a
• 41:12
  mural.
• 41:12
  But
• 41:12
  anyway,
• 41:15
  I
• 41:15
  got
• 41:16
  laughing
• 41:16
  on
• 41:16
  that
• 41:16
  one.
• 41:16
  I
• 41:17
  don't
• 41:17
  know.
• 41:17
  Yeah,
• 41:17
  so.
• 41:18
  So
• 41:18
  I
• 41:18
  don't
• 41:18
  know.
• 41:19
  I
• 41:19
  don't
• 41:19
  think
• 41:19
  I
• 41:19
  got
• 41:19
  convinced
• 41:20
  by
• 41:20
  the
• 41:20
  argument,
• 41:20
  but
• 41:20
  it
• 41:21
  was
• 41:21
  a
• 41:21
  very
• 41:21
  fun
• 41:21
  discussion.
• 41:22
  A
• 41:22
  very
• 41:22
  fun
• 41:22
  discussion.
• 41:23
  All
• 41:24
  right,
• 41:24
  let's
• 41:24
  go
• 41:24
  to
• 41:24
  the
• 41:24
  Lightning
• 41:25
  Round.
• 41:25
  Chris,
• 41:26
  number
• 41:26
  one
• 41:27
  question
• 41:28
  in
• 41:28
  the
• 41:28
  Lightning
• 41:28
  Round
• 41:28
  is
• 41:28
  for
• 41:28
  you.
• 41:29
  You
• 41:29
  took
• 41:29
  your
• 41:29
  first
• 41:29
  Waymo
• 41:30
  over
• 41:30
  the
• 41:30
  break.
• 41:31
  What's
• 41:31
  one
• 41:31
  thing
• 41:32
  that
• 41:32
  the
• 41:32
  lack
• 41:33
  of
• 41:33
  driver
• 41:34
  improved
• 41:35
  about
• 41:35
  your
• 41:35
  journey
• 41:35
  and
• 41:36
  one
• 41:36
  thing
• 41:36
  you
• 41:37
  miss
• 41:37
  about
• 41:37
  having
• 41:37
  a
• 41:38
  driver
• 41:38
  behind
• 41:38
  the
• 41:38
  wheel?
• 41:39
  Oh,
• 41:40
  and
• 41:40
  I
• 41:40
  miss
• 41:41
  nothing.
• 41:41
  I
• 41:42
  love
• 41:42
  not
• 41:42
  having
• 41:42
  to
• 41:42
  drive
• 41:43
  behind
• 41:43
  the
• 41:43
  wheel.
• 41:43
  Yeah.
• 41:44
  Oh,
• 41:44
  my
• 41:44
  God,
• 41:44
  it
• 41:44
  was
• 41:44
  so.
• 41:45
  I
• 41:45
  mean,
• 41:45
  God,
• 41:45
  you.
• 41:45
  Many
• 41:45
  times
• 41:45
  we've
• 41:46
  gotten
• 41:46
  into
• 41:46
  Ubers
• 41:46
  and
• 41:46
  we
• 41:46
  have,
• 41:47
  like,
• 41:47
  disgusting
• 41:47
  old
• 41:48
  McDonald's
• 41:48
  bags
• 41:49
  in
• 41:49
  the
• 41:49
  front
• 41:49
  seat,
• 41:49
  and
• 41:49
  the
• 41:50
  guy
• 41:50
  smells
• 41:50
  like,
• 41:51
  like,
• 41:51
  you
• 41:51
  just
• 41:51
  smoke,
• 41:51
  like,
• 41:52
  16
• 41:52
  joints.
• 41:53
  You
• 41:53
  know,
• 41:53
  as
• 41:53
  well,
• 41:54
  like,
• 41:54
  that's
• 41:54
  just
• 41:55
  not
• 41:55
  there
• 41:55
  anymore.
• 41:56
  I
• 41:56
  love
• 41:56
  it.
• 41:56
  And
• 41:56
  I
• 41:56
  have
• 41:57
  the
• 41:57
  confidence
• 41:57
  that
• 41:57
  the
• 41:58
  machine
• 41:58
  knows
• 41:58
  how
• 41:58
  to
• 41:59
  drive
• 41:59
  better
• 41:59
  than
• 41:59
  the
• 42:00
  person
• 42:00
  does,
• 42:00
  actually.
• 42:01
  So
• 42:02
  I
• 42:02
  think
• 42:02
  I'm
• 42:03
  hooked.
• 42:03
  Waymo
• 42:03
  is
• 42:04
  the
• 42:04
  future.
• 42:04
  And
• 42:04
  you
• 42:04
  also
• 42:05
  don't
• 42:05
  have
• 42:05
  to
• 42:05
  tip,
• 42:05
  which
• 42:05
  is
• 42:06
  just
• 42:06
  amazing
• 42:07
  as
• 42:07
  well.
• 42:08
  So,
• 42:08
  you
• 42:08
  know,
• 42:08
  you
• 42:08
  don't
• 42:08
  have
• 42:08
  to
• 42:09
  give
• 42:09
  a
• 42:09
  rating
• 42:09
  on
• 42:09
  it
• 42:09
  either.
• 42:10
  You
• 42:10
  know,
• 42:10
  it's
• 42:10
  just.
• 42:10
  It's
• 42:11
  great.
• 42:11
  All
• 42:12
  right,
• 42:12
  you
• 42:12
  got
• 42:12
  three
• 42:12
  stars,
• 42:13
  Waymo.
• 42:13
  Three
• 42:14
  stars.
• 42:14
  Yeah.
• 42:15
  I
• 42:15
  mean,
• 42:16
  my
• 42:16
  brother,
• 42:16
  my
• 42:17
  wife,
• 42:17
  everybody,
• 42:18
  we
• 42:18
  all
• 42:18
  just
• 42:18
  absolutely
• 42:19
  loved
• 42:20
  it.
• 42:20
  It
• 42:20
  was
• 42:20
  such
• 42:20
  a
• 42:21
  fun
• 42:21
  experience,
• 42:21
  and
• 42:21
  we
• 42:22
  tried
• 42:22
  to
• 42:22
  do
• 42:22
  it
• 42:22
  as
• 42:22
  much
• 42:22
  as
• 42:22
  we
• 42:22
  could.
• 42:23
  All
• 42:23
  right,
• 42:24
  number
• 42:24
  two,
• 42:24
  Hugh
• 42:24
  Jackman
• 42:25
  and
• 42:25
  Sutton
• 42:26
  Foster
• 42:26
  recently
• 42:27
  stepped
• 42:27
  out
• 42:28
  hand
• 42:28
  in
• 42:28
  hand
• 42:29
  for
• 42:29
  a
• 42:29
  dinner
• 42:29
  date
• 42:30
  in
• 42:30
  la.
• 42:31
  And
• 42:31
  if
• 42:31
  you
• 42:31
  could
• 42:31
  date
• 42:32
  one
• 42:32
  of
• 42:32
  the
• 42:32
  X
• 42:32
  Men,
• 42:33
  which
• 42:33
  X
• 42:33
  Men
• 42:34
  would
• 42:34
  it
• 42:34
  be?
• 42:36
  Let
• 42:36
  me
• 42:36
  just
• 42:36
  Google
• 42:37
  who
• 42:37
  are
• 42:37
  X
• 42:37
  Men?
• 42:38
  Quick.
• 42:39
  I.
• 42:40
  I
• 42:41
  don't
• 42:41
  even
• 42:41
  know.
• 42:41
  I
• 42:42
  think
• 42:42
  the
• 42:42
  people
• 42:43
  that
• 42:43
  come
• 42:43
  to
• 42:43
  mind
• 42:43
  for
• 42:44
  me
• 42:44
  are
• 42:44
  like,
• 42:44
  Mike,
• 42:45
  Mark
• 42:45
  Ruffalo
• 42:45
  and
• 42:45
  Paul
• 42:46
  Rudd.
• 42:46
  But
• 42:46
  they're
• 42:46
  not
• 42:47
  X
• 42:47
  Men,
• 42:47
  right?
• 42:48
  No,
• 42:48
  they're
• 42:48
  not.
• 42:49
  They're
• 42:49
  technically
• 42:50
  not
• 42:50
  X
• 42:50
  Men.
• 42:50
  And
• 42:50
  I
• 42:50
  wasn't
• 42:51
  actually
• 42:51
  going
• 42:51
  for
• 42:51
  the
• 42:52
  actor.
• 42:52
  I
• 42:52
  was
• 42:52
  actually
• 42:53
  going
• 42:53
  for
• 42:53
  the.
• 42:54
  The
• 42:54
  comic
• 42:55
  book
• 42:55
  character.
• 42:56
  Like,
• 42:56
  would
• 42:56
  you
• 42:57
  date
• 42:57
  Wolverine?
• 42:58
  Would
• 42:58
  you
• 42:58
  date
• 42:59
  Cyclops?
• 42:59
  Would
• 43:00
  you
• 43:00
  date.
• 43:00
  I
• 43:00
  don't
• 43:01
  even
• 43:01
  know
• 43:01
  who
• 43:01
  they
• 43:01
  are,
• 43:02
  Chris.
• 43:02
  I
• 43:02
  don't
• 43:02
  even
• 43:03
  know
• 43:03
  any
• 43:03
  of
• 43:04
  these
• 43:04
  people.
• 43:04
  Like,
• 43:05
  I
• 43:05
  know
• 43:05
  that,
• 43:06
  you
• 43:06
  know,
• 43:06
  Like,
• 43:07
  I
• 43:07
  know
• 43:07
  Mark
• 43:07
  Ruffalo
• 43:08
  played
• 43:08
  the
• 43:08
  Hulk,
• 43:09
  like,
• 43:09
  I
• 43:09
  guess
• 43:09
  him,
• 43:10
  but
• 43:10
  he's
• 43:10
  not
• 43:11
  even
• 43:11
  X
• 43:11
  Men.
• 43:11
  Oh,
• 43:12
  God,
• 43:12
  I
• 43:12
  don't
• 43:12
  know.
• 43:13
  Yeah,
• 43:13
  no,
• 43:13
  you're
• 43:13
  fine.
• 43:13
  You're
• 43:14
  fine.
• 43:14
  The
• 43:14
  Hulk's
• 43:15
  fitting
• 43:15
  for
• 43:15
  my
• 43:15
  personality,
• 43:16
  I
• 43:16
  think,
• 43:16
  actually.
• 43:17
  Actually,
• 43:17
  like,
• 43:17
  now
• 43:18
  that
• 43:18
  I.
• 43:18
  Now
• 43:18
  that
• 43:18
  I'm
• 43:19
  thinking
• 43:19
  about
• 43:19
  it,
• 43:19
  like,
• 43:19
  okay,
• 43:20
  yeah,
• 43:20
  the
• 43:20
  Hulk,
• 43:20
  sure.
• 43:21
  Just
• 43:22
  powerful.
• 43:23
  Yeah.
• 43:23
  So
• 43:23
  I'm
• 43:23
  thinking
• 43:23
  big
• 43:24
  bad
• 43:24
  Colossus
• 43:25
  fits
• 43:25
  your
• 43:25
  personality
• 43:25
  type.
• 43:26
  Who
• 43:26
  plays
• 43:26
  that?
• 43:27
  Who's
• 43:27
  Colossus?
• 43:28
  Nobody.
• 43:28
  It's
• 43:28
  never
• 43:28
  been
• 43:29
  a
• 43:29
  big.
• 43:29
  It's
• 43:29
  never
• 43:29
  been
• 43:30
  a
• 43:30
  big
• 43:30
  feature,
• 43:30
  but
• 43:31
  you
• 43:31
  should
• 43:31
  check
• 43:31
  him
• 43:31
  out.
• 43:32
  I
• 43:32
  think
• 43:32
  he's
• 43:32
  your
• 43:32
  type.
• 43:32
  Of
• 43:33
  course,
• 43:33
  he's
• 43:33
  all
• 43:33
  metal
• 43:34
  as
• 43:34
  well,
• 43:34
  so.
• 43:35
  So
• 43:35
  that
• 43:35
  might.
• 43:35
  Might
• 43:36
  provide
• 43:37
  a
• 43:37
  few
• 43:37
  difficulties
• 43:38
  for
• 43:38
  you.
• 43:38
  But
• 43:38
  I
• 43:38
  think
• 43:39
  when
• 43:39
  he's
• 43:39
  non
• 43:40
  metal
• 43:40
  state,
• 43:40
  I
• 43:41
  think
• 43:41
  you'd
• 43:41
  like
• 43:41
  him
• 43:41
  a
• 43:41
  lot.
• 43:44
  Oh,
• 43:44
  my
• 43:44
  God.
• 43:45
  All
• 43:45
  right,
• 43:45
  Chris.
• 43:46
  Target
• 43:46
  just
• 43:47
  launched
• 43:47
  a
• 43:47
  new
• 43:47
  Athleisure
• 43:48
  apparel
• 43:48
  line
• 43:49
  in
• 43:49
  conjunction
• 43:50
  with
• 43:50
  creator
• 43:50
  Cassie
• 43:51
  Ho
• 43:51
  called
• 43:52
  Blogilates.
• 43:53
  If
• 43:53
  you
• 43:54
  started
• 43:54
  an
• 43:54
  apparel
• 43:55
  line
• 43:55
  when
• 43:55
  you
• 43:55
  started
• 43:55
  writing
• 43:56
  Omni
• 43:56
  Talk,
• 43:56
  the
• 43:57
  blog
• 43:57
  back
• 43:57
  in
• 43:58
  2017,
• 43:59
  what
• 43:59
  would
• 43:59
  be
• 44:00
  one
• 44:00
  or
• 44:00
  two
• 44:00
  hero
• 44:01
  products
• 44:01
  you'd
• 44:01
  create?
• 44:02
  Oh,
• 44:03
  my
• 44:03
  God.
• 44:03
  First
• 44:03
  of
• 44:04
  all,
• 44:04
  Blog
• 44:04
  a
• 44:04
  Lottie
• 44:04
  sounds
• 44:05
  like
• 44:05
  something
• 44:05
  I
• 44:05
  would
• 44:05
  100%
• 44:06
  create,
• 44:06
  doesn't
• 44:07
  it?
• 44:07
  Like,
• 44:07
  doesn't
• 44:08
  that
• 44:08
  sound
• 44:08
  like
• 44:08
  a
• 44:08
  name
• 44:08
  that.
• 44:08
  I
• 44:09
  thought
• 44:09
  of
• 44:09
  that
• 44:09
  immediately.
• 44:10
  When
• 44:10
  I
• 44:10
  saw
• 44:10
  the
• 44:11
  press
• 44:11
  release
• 44:11
  about
• 44:11
  Blogilates,
• 44:12
  I
• 44:12
  was
• 44:13
  like,
• 44:13
  oh,
• 44:13
  God,
• 44:13
  Chris
• 44:14
  is
• 44:14
  loving
• 44:14
  this
• 44:14
  so
• 44:15
  much
• 44:15
  right
• 44:15
  now.
• 44:16
  Yeah,
• 44:16
  I
• 44:16
  know,
• 44:16
  right?
• 44:17
  And
• 44:17
  who
• 44:17
  knows
• 44:17
  how
• 44:17
  it's
• 44:17
  doing
• 44:17
  too?
• 44:18
  But,
• 44:18
  you
• 44:18
  know,
• 44:18
  it
• 44:18
  makes
• 44:18
  me
• 44:19
  curious
• 44:19
  about.
• 44:19
  About
• 44:19
  that.
• 44:20
  It's
• 44:20
  blown
• 44:20
  out.
• 44:20
  It's
• 44:21
  like
• 44:21
  sold
• 44:21
  out.
• 44:22
  It's
• 44:22
  crazy.
• 44:22
  Yeah.
• 44:22
  How
• 44:23
  much,
• 44:23
  how
• 44:23
  much
• 44:23
  did
• 44:23
  they
• 44:23
  buy
• 44:24
  too?
• 44:24
  You
• 44:24
  know,
• 44:24
  that
• 44:25
  whole
• 44:25
  thing
• 44:25
  like,
• 44:25
  you
• 44:25
  know,
• 44:26
  I'm
• 44:26
  sure
• 44:26
  it
• 44:26
  is.
• 44:26
  But
• 44:27
  so
• 44:28
  this
• 44:28
  one
• 44:28
  was
• 44:28
  fun.
• 44:28
  And
• 44:29
  so
• 44:29
  for
• 44:29
  me,
• 44:29
  I
• 44:29
  think
• 44:30
  I
• 44:31
  would,
• 44:31
  I
• 44:31
  would
• 44:31
  debut
• 44:32
  a
• 44:32
  line
• 44:32
  of
• 44:32
  Omnitok
• 44:33
  inspired
• 44:33
  Canadian
• 44:34
  tuxedos
• 44:35
  because
• 44:35
  you
• 44:35
  asked
• 44:35
  me
• 44:35
  to
• 44:35
  go
• 44:36
  back
• 44:36
  in
• 44:36
  time
• 44:37
  because.
• 44:37
  Very
• 44:37
  on
• 44:38
  trend
• 44:38
  right
• 44:38
  now.
• 44:39
  I
• 44:39
  know
• 44:39
  it's
• 44:40
  on
• 44:40
  trend.
• 44:40
  And
• 44:40
  our
• 44:40
  first
• 44:41
  Omnitox
• 44:42
  followers
• 44:42
  were
• 44:42
  overwhelmingly
• 44:43
  Canadian
• 44:44
  because
• 44:44
  I
• 44:44
  think
• 44:44
  they
• 44:45
  like
• 44:45
  our
• 44:45
  sense
• 44:45
  of
• 44:45
  humor
• 44:46
  and
• 44:46
  our
• 44:46
  self
• 44:46
  deprecating
• 44:47
  sense
• 44:47
  of
• 44:47
  humor.
• 44:47
  So,
• 44:48
  like,
• 44:48
  I
• 44:48
  think
• 44:48
  I'd
• 44:48
  go
• 44:49
  with
• 44:49
  the
• 44:49
  Canadian
• 44:49
  tuxedo.
• 44:50
  I'm
• 44:50
  not
• 44:50
  sure
• 44:50
  how
• 44:50
  much
• 44:50
  they're
• 44:51
  fans
• 44:51
  of
• 44:51
  Canadian
• 44:51
  tuxedos,
• 44:52
  but.
• 44:53
  Well,
• 44:54
  Trudeau
• 44:54
  is
• 44:54
  available
• 44:55
  now.
• 44:55
  Trudeau's
• 44:56
  available
• 44:56
  to
• 44:56
  be
• 44:56
  our
• 44:56
  spokesmodel,
• 44:57
  so.
• 44:58
  Right.
• 44:58
  Let's
• 44:58
  just
• 44:59
  dive.
• 45:00
  Oh,
• 45:00
  yeah.
• 45:01
  Oh,
• 45:01
  yeah,
• 45:01
  yeah,
• 45:02
  yeah.
• 45:02
  Good
• 45:02
  looking
• 45:03
  gentleman.
• 45:04
  All
• 45:04
  right.
• 45:04
  And
• 45:04
  Peter
• 45:05
  Yarrow
• 45:05
  of
• 45:06
  the
• 45:06
  folk
• 45:06
  music
• 45:07
  trio
• 45:07
  Peter,
• 45:08
  Paul
• 45:08
  and
• 45:08
  Mary.
• 45:08
  I
• 45:08
  just
• 45:09
  lost
• 45:09
  my
• 45:09
  headphone.
• 45:11
  The
• 45:12
  first
• 45:12
  concert
• 45:12
  I
• 45:13
  ever
• 45:13
  attended
• 45:14
  died
• 45:14
  yesterday
• 45:15
  at
• 45:16
  age
• 45:16
  86.
• 45:17
  Yeah,
• 45:17
  it's
• 45:17
  very
• 45:18
  sad.
• 45:18
  And
• 45:18
  it
• 45:18
  was
• 45:18
  literally
• 45:19
  the
• 45:19
  first
• 45:19
  concert
• 45:19
  I
• 45:19
  ever
• 45:19
  did.
• 45:20
  I
• 45:20
  know
• 45:20
  that.
• 45:20
  So
• 45:20
  I
• 45:21
  ask
• 45:21
  you,
• 45:21
  are
• 45:22
  you
• 45:22
  more
• 45:22
  Stuball
• 45:23
  was
• 45:23
  a
• 45:23
  racehorse
• 45:24
  or
• 45:25
  a
• 45:25
  Puff
• 45:25
  the
• 45:26
  Magic
• 45:26
  Dragon
• 45:26
  fan?
• 45:27
  Because
• 45:27
  I
• 45:27
  know
• 45:27
  you're
• 45:27
  a
• 45:27
  big
• 45:28
  music.
• 45:28
  Yeah,
• 45:28
  I
• 45:29
  was
• 45:29
  not
• 45:29
  familiar
• 45:29
  with
• 45:29
  Stuball,
• 45:30
  so
• 45:30
  I
• 45:30
  listened
• 45:30
  to
• 45:30
  that
• 45:31
  one
• 45:31
  last
• 45:31
  night.
• 45:32
  But
• 45:32
  Puff
• 45:33
  the
• 45:33
  Magic
• 45:33
  Dragon,
• 45:34
  for
• 45:34
  sure,
• 45:34
  that
• 45:35
  just
• 45:35
  goes
• 45:35
  down.
• 45:36
  Anytime
• 45:36
  I
• 45:37
  can
• 45:37
  talk
• 45:37
  about
• 45:37
  Jackie
• 45:38
  Paper
• 45:38
  and
• 45:38
  Hana
• 45:39
  Lee,
• 45:40
  it
• 45:40
  just
• 45:40
  brings
• 45:41
  a
• 45:41
  smile
• 45:41
  to
• 45:41
  my
• 45:41
  face.
• 45:42
  So
• 45:42
  for
• 45:42
  sure,
• 45:42
  Puff
• 45:43
  the
• 45:43
  Magic
• 45:43
  Dragon,
• 45:44
  without
• 45:44
  a
• 45:44
  doubt.
• 45:45
  I
• 45:45
  have
• 45:46
  no
• 45:46
  surprise
• 45:46
  there.
• 45:46
  Panama
• 45:47
  Red.
• 45:47
  Alright.
• 45:48
  Happy
• 45:48
  birthday
• 45:48
  today
• 45:49
  to
• 45:49
  Amy
• 45:49
  Dolenz,
• 45:50
  Peter
• 45:50
  Stroma,
• 45:51
  and
• 45:51
  to
• 45:51
  the
• 45:51
  little
• 45:52
  girl
• 45:52
  who
• 45:52
  once
• 45:52
  almost
• 45:53
  fictionally
• 45:53
  designed,
• 45:54
  died
• 45:54
  from
• 45:54
  choking
• 45:55
  on
• 45:55
  a
• 45:55
  hot
• 45:55
  dog
• 45:55
  while
• 45:56
  watching
• 45:56
  old
• 45:56
  men
• 45:56
  play
• 45:57
  baseball
• 45:57
  on
• 45:57
  the
• 45:57
  field
• 45:58
  of
• 45:58
  dreams.
• 45:59
  Gabby
• 45:59
  hoffman,
• 46:00
  who
• 46:00
  turns
• 46:00
  43
• 46:01
  today.
• 46:02
  And
• 46:02
  remember,
• 46:02
  if
• 46:02
  you
• 46:03
  can
• 46:03
  only
• 46:03
  read
• 46:03
  or
• 46:03
  listen
• 46:03
  to
• 46:03
  one
• 46:04
  retail
• 46:04
  blog
• 46:04
  in
• 46:04
  the
• 46:04
  business,
• 46:05
  make
• 46:05
  it
• 46:05
  Omnitok
• 46:06
  the
• 46:06
  only
• 46:06
  retail
• 46:06
  media
• 46:06
  outlet
• 46:07
  run
• 46:07
  by
• 46:07
  two
• 46:07
  former
• 46:08
  executives
• 46:08
  from
• 46:08
  a
• 46:09
  current
• 46:09
  top
• 46:09
  10
• 46:09
  US
• 46:10
  retailer.
• 46:10
  Our
• 46:11
  Fast
• 46:11
  Five
• 46:11
  podcast
• 46:12
  is
• 46:12
  the
• 46:12
  quickest,
• 46:12
  fastest
• 46:13
  rundown
• 46:13
  of
• 46:13
  all
• 46:13
  the
• 46:13
  week's
• 46:14
  top
• 46:14
  news
• 46:14
  and
• 46:14
  our
• 46:15
  daily
• 46:15
  newsletter,
• 46:15
  the
• 46:15
  Retail
• 46:16
  Daily
• 46:16
  Minute,
• 46:16
  tells
• 46:16
  you
• 46:17
  all
• 46:17
  you
• 46:17
  need
• 46:17
  to
• 46:17
  know
• 46:17
  each
• 46:17
  day
• 46:18
  to
• 46:18
  stay
• 46:18
  on
• 46:19
  top
• 46:19
  of
• 46:19
  your
• 46:19
  game
• 46:19
  as
• 46:20
  a
• 46:20
  retail
• 46:20
  executive.
• 46:20
  And
• 46:20
  also
• 46:21
  features
• 46:21
  special
• 46:21
  content
• 46:22
  that
• 46:22
  is
• 46:22
  exclusive
• 46:23
  to
• 46:23
  us
• 46:23
  and
• 46:23
  that
• 46:23
  Ann
• 46:24
  and
• 46:24
  I
• 46:24
  take
• 46:24
  a
• 46:24
  heck
• 46:24
  of
• 46:25
  a
• 46:25
  lot
• 46:25
  of
• 46:25
  pride
• 46:25
  in
• 46:25
  doing
• 46:25
  just
• 46:26
  for
• 46:26
  you.
• 46:26
  Thanks
• 46:26
  as
• 46:27
  always
• 46:27
  for
• 46:27
  listening
• 46:27
  in.
• 46:27
  Please
• 46:28
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• 46:28
  to
• 46:28
  like
• 46:28
  and
• 46:28
  leave
• 46:28
  us
• 46:28
  a
• 46:29
  review
• 46:29
  wherever
• 46:29
  you
• 46:30
  happen
• 46:30
  to
• 46:30
  listen
• 46:31
  to
• 46:31
  your
• 46:31
  podcast
• 46:32
  or
• 46:32
  on
• 46:32
  YouTube.
• 46:32
  You
• 46:32
  can
• 46:33
  follow
• 46:33
  us
• 46:33
  today
• 46:33
  on
• 46:33
  YouTube
• 46:33
  by
• 46:34
  simply
• 46:34
  going
• 46:34
  to
• 46:34
  YouTube.com
• 46:36
  omnitalkretail
• 46:37
  so
• 46:37
  until
• 46:38
  next
• 46:38
  week,
• 46:38
  on
• 46:38
  behalf
• 46:39
  of
• 46:39
  all
• 46:39
  of
• 46:39
  us
• 46:39
  at
• 46:40
  Omnitalk
• 46:40
  Retail,
• 46:41
  on
• 46:41
  behalf
• 46:41
  of
• 46:41
  Ann
• 46:41
  and
• 46:42
  myself,
• 46:42
  be
• 46:43
  careful
• 46:43
  out
• 46:43
  there.