Latest / Omni Talk Retail / Walmart+ Is 50% Off, Starbucks Sketches Its Turnaround Plan & ChatGPT Search Has Arrived | Fast Five

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Walmart+ Is 50% Off, Starbucks Sketches Its Turnaround Plan & ChatGPT Search Has Arrived | Fast Five · Omni Talk Retail

0:05
The
0:05
OmniTalk
0:05
Fast5
0:06
is
0:06
brought
0:06
to
0:06
you.
0:06
In
0:06
association
0:07
with
0:07
the
0:07
A
0:07
and
0:08
M.
0:08
Consumer
0:08
and
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Retail
0:09
Group.
0:09
The
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AM
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Consumer
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and
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Retail
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Group
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is.
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A
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management
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consulting
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firm
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that
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tackles
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the
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and
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advances
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its
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clients,
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people
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and
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communities
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toward
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their
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CRG
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the
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to
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retailers
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consumer
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products
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companies
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of
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Avalara
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Avalara
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1200
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power
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avalara.com
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the
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global
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in
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platform
0:53
business
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for
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e
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commerce.
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Companies
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like
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Macy's,
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Kroger
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1:00
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through
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through
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Marketplace,
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Dropship
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media.
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1:04
more,
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visit
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Miracle.com
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that's
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M
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I
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R
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A
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K
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L.com
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Own
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It
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It
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helps
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the
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e
1:13
commerce
1:14
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founded
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by
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retail
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1:24
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of
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helping
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1:27
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1:27
succeed
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through
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investment
1:29
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operational
1:30
support.
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Learn
1:31
more@ocampocapital.com
1:31
hello,
1:32
you
1:32
are
1:33
listening
1:34
to.
1:34
Omnitalk's
1:35
Retail
1:35
Fast
1:36
Five
1:36
ranked
1:37
in
1:37
the
1:38
top
1:39
10%
1:39
of
1:39
all
1:40
podcasts
1:40
globally
1:41
and
1:41
currently
1:41
the
1:41
only
1:42
retail
1:42
podcast
1:43
ranked
1:43
in
1:43
the
1:43
top
1:43
100
1:44
of
1:44
all
1:44
business
1:45
podcasts
1:45
on
1:45
Apple
1:46
Podcasts.
1:46
The
1:47
Retail
1:47
Fast
1:47
Five
1:47
is
1:48
a
1:48
podcast
1:48
that
1:48
we
1:48
hope
1:49
makes
1:49
you
1:49
feel
1:49
a
1:49
little
1:50
smarter
1:50
but
1:50
most
1:51
importantly
1:51
a
1:51
little
1:52
happier
1:52
each
1:52
week
1:53
too.
1:53
And
1:54
the
1:54
Fast
1:54
5
1:54
is
1:54
just
1:55
one
1:55
of
1:55
the
1:55
many
1:55
great
1:56
podcasts
1:56
you
1:56
can
1:56
find
1:56
from
1:57
the
1:57
OmniTalk
1:57
retail
1:58
podcast
1:58
network
1:59
alongside
1:59
our
1:59
Retail
2:00
Daily
2:00
Minute
2:00
which
2:01
brings
2:01
you
2:01
a
2:01
curated
2:02
selection
2:02
of
2:02
of
2:02
the
2:03
most
2:03
important
2:03
retail
2:03
headlines
2:04
every
2:04
morning
2:05
and
2:05
our
2:05
Retail
2:06
Technology
2:06
Spotlight
2:07
series
2:07
which
2:07
goes
2:07
deep
2:08
each
2:08
week
2:08
on
2:08
the
2:09
latest
2:09
retail
2:10
technology
2:10
Trends.
2:11
Today
2:11
is
2:12
November
2:12
6,
2:13
2024.
2:13
I'm
2:14
one
2:14
of
2:14
your
2:14
hosts
2:14
and
2:14
mazinga.
2:15
And
2:16
I'm
2:16
Chris
2:16
Walton
2:17
and
2:17
we
2:18
are.
2:18
Here
2:18
once
2:18
again
2:19
to
2:19
discuss
2:19
all
2:19
the
2:20
top
2:20
headlines
2:20
from
2:20
the
2:20
past
2:21
week
2:21
making
2:21
waves
2:22
in
2:22
the
2:22
world
2:22
of
2:22
omnichannel
2:23
retailing.
2:24
Chris
2:25
we're
2:25
just
2:25
going
2:26
to
2:26
roll
2:26
right
2:26
into
2:27
the
2:27
show
2:27
today
2:27
because
2:28
we
2:29
it's
2:30
the
2:30
first
2:30
week
2:30
of
2:30
the
2:30
month
2:31
and
2:31
we
2:31
have
2:31
some
2:31
hardware
2:31
to
2:32
give
2:32
out.
2:32
It
2:33
is.
2:33
And
2:33
it
2:34
is.
2:34
We
2:34
do
2:34
have
2:34
some
2:34
hardware
2:35
to
2:35
give
2:35
out.
2:35
You're
2:36
right.
2:36
It
2:36
is
2:36
time
2:37
to
2:37
recognize
2:38
this
2:38
month's
2:38
Omnistar.
2:39
So
2:39
let's
2:39
get
2:39
right
2:40
to
2:40
it.
2:41
Our
2:41
army.
2:42
So
2:42
for
2:42
those
2:42
that
2:42
maybe
2:43
are
2:43
new
2:43
to
2:43
our
2:43
show,
2:44
which
2:44
how
2:44
could
2:45
you
2:45
be?
2:45
I
2:45
mean,
2:45
we've
2:45
been
2:45
doing
2:46
this
2:46
for
2:46
like
2:46
almost
2:47
six,
2:47
seven
2:48
years
2:48
now.
2:48
And
2:48
so
2:49
like
2:49
there
2:49
might
2:49
be,
2:50
we've
2:50
got
2:50
some
2:50
new
2:50
joiners,
2:51
but
2:52
hey,
2:52
if.
2:52
You'Re
2:52
new,
2:52
we
2:52
welcome
2:53
you,
2:53
we're
2:53
excited
2:53
to
2:53
have
2:54
you.
2:54
But
2:54
our
2:54
Omnistar
2:55
award
2:55
is
2:55
the
2:56
award
2:56
we
2:56
give
2:56
out
2:57
each
2:57
month
2:57
in
2:57
partnership
2:58
with
2:58
Corso
2:58
to
2:59
recognize
2:59
the
2:59
top
3:00
omnichannel
3:01
operators
3:01
out
3:01
there.
3:02
Not
3:02
the
3:02
pundits,
3:03
not
3:03
the
3:03
so
3:03
called
3:04
experts,
3:04
but
3:05
the
3:05
real
3:05
life
3:05
retail
3:06
operators
3:06
making
3:07
a
3:07
difference
3:07
within
3:08
their
3:08
organizations.
3:09
And
3:09
for
3:10
those
3:10
that
3:10
are
3:10
unfamiliar
3:11
with
3:11
Corso,
3:11
Corso's
3:12
AI
3:12
copilot
3:13
coaches
3:13
retail
3:14
leaders
3:14
to
3:14
optimize
3:15
store
3:15
performance
3:16
at
3:16
every
3:16
level.
3:17
Transform.
3:18
Transform
3:18
retail
3:19
operations
3:19
from
3:20
data
3:20
overload
3:21
into
3:21
data
3:22
powered.
3:23
This
3:23
month
3:23
award
3:23
goes
3:24
to.
3:24
Anne.
3:24
Are
3:25
you
3:25
ready?
3:25
Yes.
3:26
I
3:26
cannot
3:27
wait.
3:27
I'm
3:28
really
3:28
excited
3:28
about
3:28
this
3:28
one.
3:29
Today's
3:29
award
3:30
goes
3:30
to
3:30
Denise
3:31
Incandela,
3:32
the
3:32
EVP
3:32
of
3:32
the
3:33
fashion
3:33
division
3:34
at
3:34
Walmart
3:35
us.
3:36
We
3:36
met
3:36
Denise
3:37
last
3:37
month
3:37
at
3:37
Shop
3:37
Talk
3:38
and
3:38
Ann
3:38
and
3:38
I
3:39
instantly
3:39
were
3:39
enamored
3:40
with
3:40
her
3:40
and
3:41
her
3:41
plans
3:41
to
3:41
make
3:42
to
3:42
take
3:42
Walmart
3:43
to
3:43
new
3:43
heights
3:44
in
3:44
fashion.
3:45
And
3:45
as
3:45
Denise
3:45
told
3:46
us,
3:46
her
3:46
job
3:47
or
3:47
mission
3:47
to
3:48
transform
3:48
Walmart's
3:49
fashion
3:49
business
3:49
is
3:49
just
3:50
10%
3:51
done
3:51
and
3:51
answered
3:52
that
3:52
if
3:52
you
3:52
listen
3:52
back
3:53
to
3:53
our
3:53
interview
3:53
with
3:53
her,
3:54
you
3:54
are
3:54
guaranteed
3:55
to
3:55
love
3:56
as
3:56
much
3:56
as
3:56
Anne
3:57
and
3:57
I
3:57
did.
3:57
So,
3:57
Denise,
3:58
congratulations.
3:59
This
4:00
month's
4:00
Omnistar
4:01
award
4:02
goes
4:02
to
4:03
you.
4:04
Yes,
4:04
10%
4:05
is
4:05
right.
4:05
Like
4:05
there
4:06
is
4:06
so
4:06
every.
4:06
I
4:07
feel
4:07
like
4:07
every
4:07
day
4:07
since
4:08
we
4:08
did
4:08
that
4:08
interview
4:08
with
4:08
Denise
4:09
at
4:09
Shop
4:09
Talk,
4:10
every
4:10
day
4:11
there's
4:11
more
4:11
coming
4:11
out
4:12
about
4:12
Walmart's
4:13
fashion
4:14
and
4:14
I
4:15
am
4:15
super
4:15
pumped
4:16
and
4:16
we'll
4:16
get
4:16
into
4:16
it
4:17
later
4:17
in
4:17
the
4:17
show.
4:17
But
4:17
I've
4:18
been
4:18
doing
4:18
quite
4:19
a
4:19
bit
4:19
of
4:19
Walmart
4:20
shopping
4:21
these
4:21
days,
4:21
Chris,
4:22
so
4:23
I'm
4:23
pumped
4:23
for
4:23
where
4:24
it
4:24
goes.
4:24
I
4:25
know,
4:25
and
4:25
I'm
4:25
excited
4:26
to
4:26
get
4:26
into
4:26
it
4:26
and
4:26
talk
4:27
a
4:27
little
4:27
bit
4:27
more
4:27
about
4:27
what
4:28
you
4:28
just
4:28
teased
4:28
there
4:29
too.
4:29
Nicely
4:29
done.
4:30
Nicely
4:30
done,
4:30
my
4:31
friend.
4:31
All
4:31
right,
4:32
in
4:32
this
4:32
week's
4:32
Fast
4:33
Five,
4:33
we've
4:33
got
4:33
news
4:34
on
4:34
DoorDash
4:35
and
4:35
Lyft
4:36
partnering
4:36
up.
4:37
OpenAI's
4:37
launch
4:38
of
4:38
ChatGPT
4:39
search
4:39
the
4:39
Children's
4:40
Place
4:40
launching
4:41
its
4:41
own
4:42
shein
4:42
storefront
4:43
Starbucks.
4:43
New
4:44
CEOs
4:44
plans
4:45
to
4:45
transform
4:46
Starbucks.
4:46
He's
4:46
in
4:46
Velda.
4:47
Man,
4:47
I
4:47
can't
4:48
wait
4:48
to
4:48
talk
4:48
about
4:48
those.
4:49
But
4:49
we
4:49
begin
4:50
today
4:50
with
4:50
big
4:50
news
4:51
that
4:51
you
4:51
just
4:51
teased
4:52
out
4:52
of
4:52
big
4:52
blue.
4:53
And
4:54
oh
4:54
my
4:54
gosh,
4:54
that's
4:55
right,
4:55
Chris.
4:55
Headline
4:56
number
4:56
one,
4:57
Walmart
4:58
slash
4:58
the
4:58
price
4:59
of
4:59
its
4:59
Walmart
4:59
plus
5:00
subscription
5:01
by
5:02
half
5:03
in
5:03
just
5:03
ahead
5:04
of
5:04
the
5:04
holidays.
5:04
Now
5:05
this
5:05
is
5:05
just
5:06
coming
5:06
out.
5:06
You
5:06
only
5:06
have
5:07
a
5:07
few
5:07
days
5:07
left,
5:07
people
5:08
to
5:08
take
5:08
advantage
5:08
of
5:08
this.
5:09
So
5:09
make
5:09
sure
5:10
you
5:10
look
5:11
into
5:11
this.
5:11
According
5:12
to
5:12
the
5:12
Fashion
5:12
Network,
5:13
Walmart
5:13
began
5:14
offering
5:14
its
5:14
membership
5:15
service
5:15
Walmart
5:15
plus
5:16
at
5:16
a
5:16
50%
5:16
discount,
5:17
now
5:17
offering
5:18
a
5:18
one
5:19
year
5:19
Walmart
5:20
plus
5:20
membership
5:21
for
5:21
just
5:22
49,
5:22
down
5:22
from
5:23
its
5:23
regular
5:24
$98
5:24
per
5:25
year.
5:25
Chris,
5:27
did
5:27
this
5:27
sharp
5:28
discount
5:28
make
5:29
you
5:29
want
5:29
to
5:29
run
5:29
out
5:30
and
5:30
subscribe
5:30
to
5:31
Walmart
5:31
Plus?
5:31
I
5:32
think
5:32
I
5:32
know
5:32
the
5:32
answer,
5:33
but
5:33
I'd
5:33
like
5:33
to
5:34
hear
5:34
it
5:34
from
5:34
your
5:35
mouth.
5:36
Yeah,
5:36
I
5:37
mean,
5:37
I
5:37
was
5:37
joking.
5:37
We
5:37
were
5:37
joking
5:38
with
5:38
Vanessa
5:38
Yates,
5:38
SVP
5:39
of
5:39
Walmart
5:39
plus
5:39
at
5:40
Grocery
5:40
Shop
5:40
that
5:40
like,
5:40
maybe
5:41
I
5:41
need
5:41
to
5:41
sign
5:41
up
5:41
for,
5:42
for
5:42
Walmart
5:42
Plus.
5:42
And
5:43
so
5:43
yes,
5:43
it
5:43
did,
5:44
but
5:44
unfortunately
5:45
I
5:46
sent
5:46
you
5:46
this
5:46
article
5:47
and
5:47
the
5:47
next
5:47
thing
5:47
I
5:48
knew
5:48
I
5:48
was
5:48
getting
5:48
a
5:48
combination
5:49
of
5:49
emails
5:49
and
5:50
text
5:50
messages
5:50
from
5:51
you
5:51
with
5:51
passwords
5:52
and
5:52
usernames
5:53
for
5:53
the
5:53
Omni
5:53
account
5:54
created
5:55
around
5:56
this.
5:56
So
5:56
100%,
5:57
yes,
5:57
we're
5:58
all
5:58
in.
5:58
And,
5:58
and
5:59
as
5:59
I
5:59
think
5:59
about
5:59
where
6:00
I'm
6:00
going
6:00
to
6:00
try
6:00
and
6:00
go
6:00
and
6:01
do
6:01
all
6:01
my
6:01
grocery
6:02
shopping
6:03
at
6:03
the
6:03
discount
6:04
that
6:04
they're
6:04
offering
6:05
and
6:05
considering
6:06
Walmart's
6:06
very
6:07
expanded
6:07
product
6:08
assortment,
6:08
you
6:08
know,
6:08
via
6:09
their
6:09
marketplace,
6:10
wabar's
6:10
just
6:11
jumped
6:11
squarely
6:11
to
6:12
the
6:12
top
6:12
of
6:12
my
6:12
holiday
6:13
shopping
6:13
list.
6:13
And
6:13
100
6:14
it
6:14
has.
6:15
And
6:15
I
6:15
may
6:15
even.
6:16
This
6:17
is
6:17
not
6:17
going
6:17
to
6:17
surprise
6:17
you
6:17
at
6:18
all.
6:18
Not
6:18
going
6:18
to
6:18
surprise
6:18
you
6:18
at
6:19
all.
6:19
But
6:19
I
6:19
may
6:20
even
6:20
spring
6:20
for
6:21
some
6:21
new
6:21
kicks
6:21
for
6:22
myself
6:22
via
6:23
the
6:23
StockX
6:23
partnership
6:24
that
6:24
we're
6:25
excited
6:25
about
6:26
as
6:26
well.
6:27
Like
6:27
how
6:28
do
6:28
we
6:28
work
6:28
in.
6:29
Chris,
6:29
getting
6:30
new
6:30
shoes
6:31
from
6:31
StockX.
6:31
I
6:32
swear
6:32
this
6:32
is
6:32
a
6:33
business
6:33
expense,
6:34
right?
6:34
Yes.
6:34
Right.
6:35
100%.
6:36
A
6:36
subscription
6:37
service
6:37
from
6:37
one
6:38
of
6:38
the
6:38
largest
6:38
retailers
6:39
in
6:39
the
6:39
country.
6:39
Yes.
6:40
How
6:40
do
6:40
we
6:40
sign
6:40
off
6:40
on
6:41
this?
6:41
Yes.
6:42
Right.
6:42
I
6:42
do
6:42
need
6:42
some
6:42
new
6:42
Jordans
6:43
for
6:43
my,
6:43
for
6:43
my,
6:44
my
6:44
keynotes
6:45
in
6:45
my
6:45
panel
6:45
moderations
6:46
at
6:46
Shop
6:46
Talk
6:46
and
6:46
NRF
6:47
and
6:47
Grocery
6:47
Shop
6:47
and
6:48
all
6:48
that
6:48
stuff.
6:48
So
6:48
yeah,
6:48
maybe,
6:49
maybe.
6:50
Yeah.
6:50
Yeah,
6:51
it's,
6:51
it's
6:51
wardrobe,
6:52
right?
6:52
That
6:52
could
6:52
work,
6:53
right?
6:53
Yeah,
6:53
but
6:54
what
6:54
do
6:54
you
6:54
think?
6:54
What
6:54
do
6:54
you
6:54
think?
6:55
What's
6:55
your
6:55
take?
6:55
Well,
6:56
obviously
6:56
I,
6:57
yeah,
6:57
as
6:57
soon
6:58
as
6:58
I
6:58
read
6:59
this
6:59
I
6:59
was
6:59
like,
6:59
okay,
6:59
well
7:00
this
7:00
is,
7:00
there's
7:01
no
7:01
reason
7:01
not
7:01
to
7:02
at
7:02
this
7:02
point.
7:03
And
7:03
I
7:03
think
7:03
that
7:03
we
7:03
have
7:04
to
7:04
look
7:04
at
7:04
like,
7:05
this
7:05
is
7:05
not
7:05
a
7:05
new
7:06
concept.
7:07
I
7:07
mean,
7:07
did
7:08
this
7:08
just
7:08
a
7:08
few
7:09
months
7:09
ago
7:09
with
7:09
their
7:09
Target
7:10
Circle
7:10
program
7:11
where
7:11
they
7:11
were
7:11
offering
7:12
50%
7:13
off
7:13
for
7:13
a
7:13
year
7:14
of
7:14
Target
7:14
Circle,
7:15
but
7:15
The
7:16
benefits.
7:16
But
7:16
you
7:16
don't
7:17
get
7:17
anything
7:17
with
7:17
Target
7:18
Circle.
7:18
Like
7:18
what
7:18
do
7:18
you
7:18
get
7:19
with
7:19
Target
7:19
Circle?
7:19
Right,
7:20
exactly.
7:21
I
7:21
mean
7:21
you
7:21
get
7:21
the,
7:21
you
7:22
get
7:22
shipping
7:23
and
7:23
like
7:23
same
7:23
day
7:24
shipping
7:24
and
7:24
that
7:24
kind
7:24
of
7:24
thing.
7:25
I
7:25
guess.
7:25
But.
7:25
Yeah,
7:25
but
7:26
I
7:26
think
7:26
that
7:26
the
7:27
thing
7:27
that's
7:27
so
7:27
compelling
7:28
about
7:28
the
7:28
Walmart
7:29
plus
7:29
thing
7:29
here
7:30
is
7:30
that
7:30
there
7:31
are
7:31
even
7:31
more
7:31
discounts
7:32
than
7:32
I
7:33
realize
7:33
than
7:34
what
7:34
we've
7:34
been
7:34
reporting
7:35
on
7:35
for
7:35
the
7:35
last
7:35
couple
7:36
of
7:36
years.
7:36
Like
7:37
you
7:37
know,
7:37
delivery
7:38
inside
7:39
to
7:39
your
7:39
house.
7:39
You
7:40
can
7:40
still
7:40
have
7:40
that
7:40
done
7:41
if
7:41
you
7:41
want
7:41
that
7:41
to
7:42
take
7:42
place.
7:43
Benefits.
7:43
Not
7:43
more
7:44
discounts,
7:44
more
7:44
benefits.
7:45
Right.
7:45
Is
7:45
that
7:45
more
7:46
benefits,
7:46
more
7:46
benefits
7:47
than
7:47
I.
7:47
Then
7:47
I
7:47
guess
7:48
I
7:48
realized.
7:48
But
7:48
like
7:49
the,
7:49
even
7:50
like
7:50
the
7:50
discount
7:50
stuff
7:51
though
7:51
too,
7:51
like
7:52
I,
7:52
the
7:53
gas
7:53
discounts,
7:53
like
7:54
I
7:54
didn't
7:54
realize
7:54
it
7:54
was
7:54
beyond.
7:55
It's
7:55
not
7:56
just
7:56
Sam's
7:56
Club
7:57
like
7:57
fueling
7:58
stations
7:58
or
7:58
Walmart
7:58
fueling
7:59
stations.
7:59
This
7:59
is
8:00
like
8:00
you
8:00
can
8:00
put
8:00
your
8:01
zip
8:01
code
8:01
in
8:01
and
8:01
it's
8:01
fueling
8:02
stations
8:02
no
8:02
matter
8:03
where
8:03
you
8:03
are
8:03
in
8:03
the
8:04
world.
8:04
So
8:04
there's
8:04
that.
8:04
I
8:05
didn't
8:05
know
8:05
that.
8:05
There's
8:05
also,
8:06
there's
8:06
also
8:06
travel
8:07
discounts
8:08
like
8:08
you
8:08
can
8:08
get.
8:08
Like
8:09
I
8:09
had
8:09
no
8:09
idea
8:09
that
8:10
that
8:10
was
8:10
a
8:10
component
8:11
of
8:11
this.
8:11
And
8:11
then
8:11
obviously
8:12
insurance
8:12
and
8:13
all
8:13
these
8:13
other
8:13
things
8:13
that
8:13
you
8:14
get
8:14
as
8:14
a
8:15
member
8:15
of
8:16
Walmart
8:16
Plus.
8:16
So
8:16
I
8:16
think
8:17
that
8:17
that's
8:17
really
8:18
what
8:18
is
8:19
so
8:19
compelling
8:20
here.
8:20
And
8:20
I'm,
8:20
I
8:21
cannot
8:21
wait
8:21
to
8:21
see
8:21
the
8:22
numbers
8:22
on
8:22
this
8:22
promo
8:23
to
8:23
see
8:23
like
8:23
how
8:24
many
8:24
subscribers
8:25
you
8:25
get
8:25
in
8:25
the,
8:26
in
8:26
the
8:26
next
8:26
couple
8:26
of
8:27
weeks.
8:27
Because
8:28
between
8:28
that
8:29
the
8:29
discounts
8:29
at
8:29
Walmart
8:30
and
8:30
then
8:30
like
8:30
the
8:31
marketplace
8:31
stuff
8:31
that
8:31
you
8:31
were
8:32
talking
8:32
about,
8:32
there
8:32
is
8:32
just
8:33
so,
8:34
so
8:34
much
8:34
that
8:34
you
8:34
get
8:34
with
8:35
this
8:35
membership.
8:36
Yeah.
8:37
It'll
8:37
be
8:38
crazy
8:38
to
8:38
see.
8:38
Yeah,
8:39
yeah.
8:39
And
8:39
I
8:39
didn't
8:39
think
8:40
about
8:40
this,
8:40
but
8:40
the
8:40
comparison
8:40
with
8:41
Target's
8:41
really
8:41
interesting
8:41
to
8:41
me
8:42
too
8:42
because
8:42
it's
8:42
kind
8:42
of
8:43
a
8:43
false
8:43
dichotomy.
8:43
Yes,
8:44
the
8:44
price
8:44
is
8:44
kind
8:44
of
8:45
the
8:45
same
8:45
but,
8:45
but,
8:46
and
8:46
really
8:46
the
8:46
only
8:47
benefit
8:47
you
8:47
get
8:47
with
8:47
Target
8:47
is
8:48
like
8:48
the
8:48
instant
8:48
couponing
8:49
when
8:49
you
8:49
go
8:49
through
8:49
the
8:49
checklane
8:50
if
8:50
you're
8:50
a
8:50
Circle
8:50
member.
8:51
Right.
8:51
I
8:51
mean
8:51
that's,
8:52
but
8:52
you
8:52
don't
8:52
even.
8:52
Need
8:52
to
8:52
be
8:53
a
8:53
member
8:53
for
8:53
that.
8:53
Like
8:54
you
8:54
don't
8:54
need
8:54
to
8:54
pay
8:54
for
8:54
a
8:54
membership
8:55
for
8:55
that.
8:55
Like
8:56
that's
8:56
the
8:56
thing.
8:56
But
8:57
the
8:57
reason
8:57
I
8:57
bring
8:57
that
8:57
up
8:58
too
8:58
is
8:58
like
8:58
Walmart's
8:58
everyday
8:59
low
8:59
price.
8:59
So
8:59
you've
9:00
already
9:00
got
9:00
that
9:00
beat,
9:00
you
9:01
know,
9:01
by
9:01
that.
9:01
So
9:02
like
9:02
it's
9:02
just
9:02
a,
9:02
it's
9:02
a
9:03
strict
9:03
marketing
9:03
play
9:03
in
9:03
a
9:04
lot
9:04
of
9:04
ways.
9:04
So,
9:04
so
9:05
yeah,
9:05
so
9:05
it's,
9:05
it's,
9:06
it's
9:06
it's
9:06
just
9:06
fascinating
9:07
to
9:07
me
9:07
to
9:07
watch
9:07
the
9:08
dynamics
9:08
here.
9:08
But
9:08
the
9:09
dynamics,
9:09
Anne,
9:10
are
9:10
going
9:10
to
9:10
get
9:10
even
9:10
more
9:11
interesting
9:11
in
9:11
the
9:11
subscription
9:12
wars
9:12
when
9:12
we
9:12
do
9:13
the
9:13
next
9:13
headline.
9:13
So
9:14
headline
9:14
number
9:14
two,
9:15
DoorDash
9:16
and
9:16
Lyft
9:16
are
9:17
partnering
9:17
up
9:18
specifically,
9:19
and
9:19
According
9:19
to
9:19
a
9:19
DoorDash
9:20
press
9:20
release,
9:21
Door
9:22
Dash
9:22
Pass
9:23
members
9:23
will
9:23
unlock
9:24
monthly
9:24
rideshare
9:25
benefits
9:25
at
9:25
no
9:26
additional
9:26
cost,
9:27
and
9:27
eligible
9:27
Lyft
9:28
riders
9:28
will
9:29
receive
9:29
a
9:29
free
9:30
trial
9:30
of
9:30
dash
9:31
Pass
9:31
starting
9:32
Oct.
9:33
30.
9:33
DashPass
9:34
members
9:34
and
9:34
Lyft
9:35
riders
9:35
receive
9:36
exclusive
9:36
monthly
9:37
benefits
9:37
to
9:37
save
9:37
on
9:38
both
9:38
services,
9:38
including,
9:40
and
9:40
get
9:41
ready,
9:41
5%
9:42
off
9:42
on
9:42
demand
9:43
Lyft
9:43
rides
9:43
and
9:43
10%
9:44
off
9:44
scheduled
9:45
airport
9:45
rides,
9:45
up
9:46
to
9:46
four
9:46
per
9:47
month
9:47
combined,
9:48
two
9:49
free
9:49
priority
9:49
pickup
9:50
upgrades
9:50
per
9:51
month,
9:51
a
9:52
three
9:52
month
9:53
free
9:53
dash
9:53
Pass
9:54
trial
9:54
for
9:54
new
9:55
members,
9:55
and
9:56
also
9:56
just
9:56
in
9:57
time
9:57
for
9:57
the
9:57
holiday
9:57
season,
9:58
Dash
9:58
Pass
9:59
members
9:59
and
9:59
Lyft
9:59
riders
10:00
who
10:00
link
10:00
their
10:00
accounts
10:01
by
10:01
December
10:01
31st
10:02
will
10:02
receive
10:03
an
10:03
upgraded
10:03
perk
10:04
of
10:04
50%
10:05
off
10:05
up
10:05
to
10:06
four
10:06
scheduled
10:06
airport
10:07
rides
10:07
through
10:07
the
10:08
end
10:08
of
10:08
the
10:08
year,
10:09
as
10:09
well
10:09
as
10:10
50%
10:10
off
10:11
one
10:11
DoorDash
10:12
order.
10:13
And
10:14
yes,
10:15
I
10:15
joked
10:15
earlier
10:15
about
10:16
how
10:16
you
10:16
signed
10:17
us
10:17
both
10:17
up
10:17
for
10:17
Walmart
10:18
Plus.
10:18
So
10:18
upon
10:19
hearing
10:19
the
10:19
news
10:19
about
10:20
DoorDash
10:20
and
10:21
Lyft's
10:21
new
10:21
partnership,
10:22
how
10:22
long
10:22
did
10:22
it
10:23
take
10:23
you
10:24
to
10:24
link
10:25
your
10:25
DoorDash
10:25
and
10:26
Lyft
10:26
accounts?
10:27
Seconds.
10:28
I
10:28
mean,
10:28
seconds,
10:29
right?
10:29
Already
10:29
use
10:30
the
10:30
benefits.
10:30
Like
10:31
I've
10:31
already
10:31
used
10:31
my
10:31
50.
10:32
Have
10:32
you
10:33
order.
10:34
I've
10:34
already
10:35
done
10:35
that
10:35
yet.
10:36
Yeah,
10:36
I
10:36
already
10:37
went
10:37
in
10:37
and
10:38
we
10:38
got
10:39
a
10:39
discount
10:40
on
10:40
our
10:40
last
10:40
Lyft
10:41
ride
10:41
from
10:41
this
10:42
weekend.
10:42
I
10:43
mean
10:43
it
10:43
was,
10:43
it's
10:44
amazing
10:44
and
10:44
I
10:44
think
10:45
it's
10:45
such
10:45
a
10:45
smart
10:46
partnership,
10:47
especially
10:47
when
10:48
you're
10:48
kicking
10:48
this
10:48
off
10:49
like,
10:49
like
10:49
you
10:50
mentioned
10:50
in
10:50
the
10:50
read,
10:51
like
10:51
50%
10:52
off
10:52
airport
10:52
rides
10:53
right
10:54
now,
10:54
like
10:55
when
10:55
right
10:55
in
10:56
the
10:56
peak
10:56
travel
10:57
season.
10:57
And
10:57
then
10:58
50%
10:58
off
10:58
a
10:59
DoorDash
10:59
order,
10:59
like
11:00
that's
11:00
enough
11:00
right
11:00
there
11:01
to
11:01
kind
11:01
of
11:01
make
11:02
this
11:02
at
11:02
least
11:02
your
11:02
first
11:03
few
11:03
months
11:03
of
11:03
DoorDash
11:04
totally,
11:05
totally
11:06
worth
11:06
the
11:07
investment.
11:08
And
11:09
I
11:09
think
11:09
the
11:09
other
11:09
thing
11:10
too
11:10
is
11:10
that
11:11
if
11:11
I
11:11
look
11:11
at
11:11
Gen
11:12
Z
11:12
and
11:12
Millennials
11:13
and
11:13
where
11:13
they're
11:14
prioritizing
11:15
spending
11:15
money
11:15
right
11:16
now,
11:16
travel
11:17
is
11:17
a
11:17
big
11:17
one.
11:18
And
11:18
food
11:18
delivery,
11:18
like
11:19
you
11:19
look
11:19
at
11:19
DoorDash
11:20
and
11:20
who
11:20
their,
11:20
their
11:21
subscribers
11:21
are,
11:22
like,
11:22
these
11:22
are,
11:23
these
11:23
are
11:23
great,
11:24
great
11:25
companies
11:26
to
11:26
be
11:26
merging
11:26
because
11:27
everyone
11:27
wins.
11:28
Like
11:28
Lyft
11:28
and
11:28
DoorDash
11:29
both
11:29
get
11:29
valuable
11:30
customer
11:30
data
11:30
that
11:31
they
11:31
can
11:31
share.
11:31
Customers
11:32
are
11:32
getting
11:32
discounts
11:33
on
11:33
the
11:33
things
11:33
that
11:33
they're
11:33
already
11:34
significantly
11:35
spending
11:35
money
11:35
on
11:36
each
11:36
week.
11:37
And
11:37
I
11:37
think
11:37
that
11:37
down
11:38
the
11:38
road
11:38
too.
11:38
Chris,
11:39
I'm
11:39
curious
11:39
to
11:39
hear
11:39
your
11:40
Thoughts
11:40
on
11:40
this,
11:40
but
11:41
I
11:41
wonder
11:41
if
11:41
there's
11:41
not,
11:42
like,
11:42
tech
11:42
implications
11:43
that
11:43
can
11:43
help
11:43
here
11:44
Once
11:44
Lyft
11:44
and
11:45
DoorDash
11:45
start
11:45
integrating
11:46
their
11:46
systems.
11:46
Like,
11:47
can
11:47
you
11:47
start
11:47
routing
11:48
using
11:48
routing
11:49
platforms
11:50
for
11:50
DoorDash,
11:51
can
11:51
you
11:52
have
11:52
Dashers
11:52
that
11:53
are,
11:53
oh,
11:54
100%
11:54
both
11:55
pick
11:55
up?
11:55
You
11:55
know,
11:55
both
11:56
people
11:56
pick
11:56
up,
11:56
just
11:57
like
11:57
Uber
11:57
Eats
11:57
is
11:58
doing.
11:58
Yeah,
11:58
like,
11:58
I
11:58
think,
11:59
I
11:59
think
11:59
really
11:59
this
12:00
comes
12:00
down
12:00
to
12:01
the
12:01
whole.
12:02
Is
12:02
the
12:02
greater
12:02
than
12:02
the
12:02
sum
12:03
of
12:03
its
12:03
parts.
12:03
Like,
12:03
collaboration
12:04
here
12:05
is
12:05
going
12:05
to
12:06
be
12:06
the
12:06
responsibility
12:07
now
12:08
of
12:08
every
12:08
service
12:09
provider
12:09
out
12:10
there.
12:10
You're
12:10
going
12:10
to
12:10
have
12:10
to
12:10
find
12:11
those
12:11
angles
12:12
of
12:12
where
12:12
you
12:12
can
12:12
provide
12:13
consumers
12:13
with
12:13
the
12:14
best
12:14
experience
12:14
by
12:15
finding
12:15
the
12:15
partners
12:15
that,
12:16
that
12:16
most
12:16
closely
12:16
align
12:17
with
12:17
you.
12:18
Yeah,
12:18
right.
12:19
Yeah,
12:19
I
12:19
mean,
12:20
I
12:20
mean,
12:20
my.
12:21
The
12:21
funny
12:21
thing
12:21
about
12:22
this
12:22
story
12:22
to
12:22
me
12:22
is
12:22
I
12:23
actually
12:23
signed
12:23
up
12:23
for
12:23
this
12:24
one
12:24
before
12:24
you
12:24
did.
12:25
I
12:25
actually
12:25
saw
12:26
this
12:26
and
12:26
I
12:26
texted
12:26
you
12:27
and
12:28
it
12:28
was
12:28
so
12:29
easy.
12:29
Like,
12:29
that's
12:30
what
12:30
I
12:30
couldn't
12:30
believe.
12:30
Like,
12:31
there's
12:31
just
12:31
a.
12:31
There's
12:32
just
12:32
a,
12:32
like
12:32
a,
12:32
an
12:33
advertisement
12:33
on
12:34
top
12:34
of
12:34
my
12:34
DoorDash
12:34
app
12:35
says,
12:35
link
12:35
your
12:35
Lyft
12:35
account.
12:35
I
12:36
was
12:36
like,
12:36
sure,
12:36
why
12:37
not?
12:37
But,
12:38
but
12:38
yeah,
12:38
and
12:38
I
12:38
mean,
12:38
I
12:39
agree
12:39
with
12:39
everything
12:39
you
12:39
said.
12:40
The
12:40
implications
12:40
for
12:40
me
12:41
are,
12:41
I
12:41
think
12:41
the
12:41
two
12:42
angles
12:42
I
12:42
would
12:42
bring
12:42
to
12:42
the
12:43
discussion
12:43
are,
12:44
on
12:44
the
12:45
one
12:45
hand,
12:45
you
12:45
have
12:45
here
12:45
DoorDash
12:46
and
12:46
Lyft
12:46
linking
12:47
up,
12:47
which
12:48
is,
12:48
for
12:48
those
12:49
that
12:49
remember,
12:49
not
12:50
that
12:50
dissimilar
12:50
to
12:50
when
12:51
Instacart
12:51
and
12:51
UberEats
12:52
started
12:52
locking
12:53
arms,
12:53
you
12:53
know,
12:53
a
12:54
while
12:54
back.
12:54
But
12:55
the,
12:55
the
12:56
point
12:56
I
12:56
think
12:56
you're
12:56
making
12:56
here
12:57
is
12:57
the
12:58
discounts
12:58
and
12:58
the
12:58
promotions
12:59
of
12:59
this
12:59
hookup
13:00
combined
13:00
with
13:00
the
13:00
other
13:01
advantages
13:02
of
13:02
the
13:02
Dash
13:02
Pass
13:03
relative
13:03
to
13:03
Instacart,
13:04
like,
13:04
particularly
13:05
the
13:05
max
13:05
streaming
13:06
service,
13:07
the
13:07
return
13:07
options,
13:08
that
13:09
makes
13:09
this
13:09
whole
13:09
thing
13:10
so
13:10
much
13:10
more
13:10
appealing
13:11
to
13:11
me
13:11
than
13:11
the
13:11
Instacart
13:12
and
13:12
Uber
13:13
Eats
13:14
partnership.
13:14
On
13:15
paper.
13:15
Yeah.
13:16
Yeah.
13:16
And
13:16
on
13:16
the
13:16
other
13:16
hand.
13:17
Yeah.
13:17
And
13:18
then
13:18
on
13:18
the
13:18
other
13:18
hand,
13:18
the
13:18
other
13:19
thing
13:19
it
13:19
gets
13:19
me
13:19
thinking
13:19
about
13:20
is
13:20
who
13:21
has
13:21
really
13:21
set
13:21
themselves
13:22
apart
13:22
this
13:23
year
13:23
in
13:23
the
13:23
subscription
13:24
landscape.
13:24
And
13:24
like,
13:24
if
13:25
we
13:25
just
13:25
step
13:25
back
13:26
and
13:26
we
13:26
just
13:26
say
13:27
who
13:27
has
13:27
won
13:28
the
13:28
subscription
13:28
battle
13:29
this
13:29
year?
13:30
The
13:30
answer
13:30
is
13:31
clear
13:31
to
13:31
me,
13:31
that
13:32
Walmart
13:32
and.
13:35
Good,
13:35
good
13:36
one,
13:36
good
13:36
one,
13:36
good
13:37
one.
13:37
But
13:37
maybe,
13:38
I
13:38
mean,
13:38
they're
13:38
actually
13:38
doing
13:39
something
13:39
unique.
13:39
Right.
13:40
Which
13:40
is
13:40
interesting.
13:40
So,
13:41
like,
13:41
that's
13:41
my
13:41
point
13:41
here
13:42
is
13:42
like,
13:42
I
13:42
think
13:43
Walmart
13:43
and
13:43
DoorDash
13:44
have
13:44
gone
13:44
leaps
13:44
and
13:44
bounds
13:45
beyond
13:45
what
13:46
people
13:46
expected.
13:47
And.
13:48
But,
13:48
you
13:48
know,
13:49
who
13:49
is
13:49
left
13:49
kind
13:50
of
13:50
holding
13:50
the
13:50
bag
13:51
here
13:51
proverbially
13:53
is
13:53
Amazon
13:53
Prime.
13:54
Like,
13:54
Amazon
13:55
prime
13:55
is
13:55
essentially
13:56
getting
13:56
its
13:56
butt
13:56
kicked
13:57
in
13:57
2023
13:57
and
13:58
2024.
13:58
When,
13:59
when
13:59
you
13:59
look
13:59
at
13:59
how
13:59
it's
14:00
evolved
14:00
from
14:00
a
14:01
service
14:01
or
14:01
the
14:02
benefits
14:02
it's
14:02
providing
14:03
to
14:03
its
14:03
members.
14:04
And
14:04
I
14:04
hate
14:04
to
14:04
say
14:05
that
14:05
because
14:05
we
14:05
used
14:05
to
14:05
work
14:06
with
14:06
the
14:06
VP
14:06
of
14:06
Amazon
14:07
Prime,
14:07
Jamil
14:07
Ghani,
14:08
but
14:08
really,
14:09
what
14:09
is,
14:09
what
14:09
has
14:09
prime
14:10
done
14:10
to
14:10
differentiate
14:11
itself
14:11
from
14:11
the
14:11
pack
14:12
in
14:12
the
14:12
last
14:12
year?
14:12
It's,
14:12
it
14:12
feels
14:13
like
14:13
nothing.
14:13
It
14:13
feels
14:14
like
14:14
the
14:14
competition
14:14
is
14:15
caught
14:15
up
14:16
and
14:16
that
14:16
everyone
14:16
else
14:16
is
14:17
providing
14:17
more
14:17
value
14:18
now.
14:18
So
14:18
I
14:19
hope
14:19
this
14:19
serves
14:19
as
14:19
a
14:19
wake
14:20
up
14:20
call
14:20
to
14:21
prime
14:21
leadership,
14:22
honestly,
14:22
because
14:22
I
14:23
think
14:23
it's
14:23
time
14:23
prime
14:23
leadership
14:24
gets
14:24
more
14:24
creative.
14:25
Yeah,
14:26
well,
14:26
especially
14:26
when
14:27
the
14:27
price
14:27
is
14:27
going
14:27
up
14:27
for
14:28
prime
14:28
too.
14:28
Like,
14:28
I
14:29
think
14:29
that's
14:29
the
14:29
other
14:29
thing.
14:31
Expensive
14:32
now.
14:33
Yeah.
14:33
And
14:33
then
14:33
all
14:33
these
14:34
options
14:34
flashing.
14:35
Yeah,
14:35
yeah,
14:36
for
14:36
sure.
14:36
Yeah.
14:37
I
14:38
love
14:38
that
14:38
you
14:38
brought
14:38
that
14:38
up.
14:39
Cause
14:39
I
14:39
do
14:39
think
14:39
it's
14:39
really
14:39
important
14:40
for
14:40
people
14:41
to
14:41
be
14:41
thinking
14:41
about
14:41
like,
14:42
where's
14:42
the
14:42
traffic
14:42
going?
14:43
Where
14:43
are
14:43
people
14:43
headed?
14:44
Where's
14:44
this
14:44
next
14:45
generation
14:45
going
14:46
to
14:46
prioritize
14:46
that,
14:47
that
14:47
monthly
14:48
subscription.
14:49
And
14:49
it
14:49
certainly
14:50
seems
14:50
like
14:51
Walmart
14:51
and
14:51
DoorDash
14:52
are
14:52
making
14:52
much
14:53
more
14:53
compelling
14:53
offers.
14:55
All
14:55
right,
14:55
Chris,
14:56
let's
14:56
go
14:56
on
14:56
to
14:56
headline
14:56
number
14:57
three.
14:57
OpenAI
14:58
has
14:59
launched
14:59
Chat
15:00
GPT
15:00
search.
15:01
According
15:02
to
15:02
CNBC,
15:03
OpenAI
15:03
on
15:04
Thursday
15:05
launched
15:05
Chat
15:05
GPT
15:06
search,
15:06
positioning
15:07
the
15:07
company
15:07
to
15:07
better
15:08
compete
15:08
with
15:08
search
15:08
engines
15:09
like
15:09
Google,
15:09
Microsoft,
15:10
Bing
15:10
and
15:11
perplexity.
15:12
In
15:12
July,
15:12
OpenAI
15:13
announced
15:13
it
15:13
was
15:13
beta
15:14
testing
15:14
a
15:14
prototype
15:15
of
15:15
the
15:15
search
15:15
engine
15:15
called
15:16
Search
15:16
GPT.
15:17
And
15:17
now
15:17
it's
15:17
officially
15:18
rolled
15:18
the
15:18
product
15:19
into
15:19
Chat
15:20
GPT.
15:21
OpenAI
15:21
says
15:22
users
15:22
can
15:22
now
15:22
quote
15:23
search
15:23
in
15:23
a
15:24
more
15:24
natural,
15:24
intuitive
15:25
way,
15:25
end
15:25
quote,
15:26
and
15:26
ask
15:26
follow
15:27
up
15:27
questions,
15:28
quote
15:28
just
15:28
like
15:28
you
15:29
would
15:29
in
15:29
a
15:29
conversation,
15:30
end
15:30
quote.
15:31
The
15:31
search
15:32
model
15:32
is
15:32
a
15:32
fine
15:32
tuned
15:33
version
15:33
of
15:33
OpenAI's
15:34
most
15:35
powerful
15:35
AI
15:36
model
15:37
yet,
15:38
GPT4O
15:38
and
15:39
is
15:39
fueled
15:39
in
15:40
part
15:40
by
15:40
third
15:41
party
15:41
search
15:41
providers
15:42
and
15:42
content
15:43
provided
15:43
by
15:43
news
15:44
industry
15:44
partners.
15:45
Chris,
15:45
are
15:45
you
15:46
buying
15:46
or
15:46
selling
15:48
ChatGPT
15:49
search?
15:50
Oh,
15:50
and
15:51
I'm,
15:51
I'm,
15:51
I'm
15:52
buying.
15:52
I'm
15:53
buying
15:53
this
15:53
in
15:53
a
15:53
big
15:53
way.
15:54
In
15:54
fact,
15:54
I'm
15:54
like,
15:54
I'm,
15:55
I've,
15:55
I've
15:55
jumped
15:56
so
15:56
far
15:56
in
15:56
the
15:56
deep
15:56
end
15:56
of
15:56
the
15:57
pool
15:57
you
15:57
can't
15:57
even
15:57
see
15:57
my
15:57
bald
15:58
head.
15:58
And
15:58
honestly,
15:59
because
15:59
I
16:00
think
16:01
this
16:01
is
16:01
100
16:02
going
16:02
to
16:02
change
16:03
the
16:03
way
16:03
we
16:03
shop
16:03
online.
16:04
Keep
16:04
in
16:04
mind
16:05
too,
16:05
Ann.
16:06
Yeah.
16:06
Yes.
16:06
100.
16:07
I
16:07
really,
16:07
I'm,
16:07
I'm
16:08
really
16:08
buying
16:08
this
16:08
one.
16:09
Hard
16:09
hook,
16:09
line
16:09
and
16:09
sinker.
16:10
Because
16:10
we're,
16:11
we're
16:11
only
16:11
one
16:12
week
16:12
into
16:12
the
16:12
release
16:13
of
16:13
this,
16:13
like
16:14
barely
16:14
a
16:14
week
16:15
and
16:15
I
16:15
can
16:15
already
16:16
see
16:16
the
16:16
potential.
16:17
I
16:17
tried
16:17
it
16:18
yesterday
16:18
I
16:18
don't
16:19
know
16:19
if
16:19
you
16:19
saw
16:19
my
16:19
post
16:19
on
16:20
LinkedIn.
16:20
But
16:20
I
16:20
did,
16:20
I
16:21
tried.
16:21
I
16:21
need,
16:21
I
16:22
need
16:22
a
16:22
new
16:22
winter
16:22
code,
16:23
right?
16:23
And
16:23
so,
16:23
so
16:24
I
16:24
started
16:24
using
16:24
it
16:25
just
16:25
to
16:25
play
16:25
around
16:25
with
16:25
it.
16:25
And
16:25
I'm
16:26
like,
16:26
basically
16:27
like,
16:27
say,
16:27
you
16:27
know
16:27
what?
16:27
I
16:28
live
16:28
in
16:28
Minneapolis.
16:28
I
16:28
want
16:28
to
16:29
win
16:29
a
16:29
code
16:29
for
16:29
under
16:29
a
16:30
certain
16:30
amount
16:30
of
16:30
dollars.
16:31
Create
16:31
a
16:31
matrix
16:32
for
16:32
me
16:32
that,
16:33
you
16:33
know,
16:33
compares
16:34
all
16:34
the
16:34
quotes
16:35
that
16:35
I
16:35
should
16:35
be
16:35
looking
16:35
at
16:36
and,
16:36
and
16:36
gives
16:37
me
16:37
the
16:37
characteristic
16:37
breakdown
16:38
of
16:38
what
16:38
code
16:38
has
16:39
what,
16:39
and
16:40
put
16:40
it
16:40
in
16:40
a
16:40
chart
16:40
for
16:40
me
16:41
and
16:41
let
16:41
me
16:41
know
16:41
what
16:42
I
16:42
should
16:42
do.
16:42
And
16:42
it
16:42
did
16:43
it.
16:43
And
16:43
it
16:43
was
16:43
pretty
16:44
cool.
16:44
Now,
16:44
now
16:45
granted,
16:45
there's
16:45
still
16:45
a
16:45
lot
16:46
of
16:46
things
16:46
that
16:46
need
16:46
to
16:47
come
16:47
together,
16:47
particularly
16:47
on
16:48
the
16:48
data
16:48
side.
16:48
Like
16:49
the
16:49
model
16:49
is
16:49
only
16:49
as
16:49
good
16:50
as
16:50
the
16:50
data.
16:50
Which
16:50
retailers,
16:51
if
16:51
you're
16:51
listening,
16:52
get
16:52
your
16:52
data
16:53
right
16:53
if
16:53
you
16:53
want
16:53
to
16:53
win
16:54
in
16:54
this
16:54
new
16:54
search
16:55
landscape.
16:56
But
16:56
that's
16:56
what,
16:56
you
16:56
know,
16:57
that's
16:57
one
16:57
thing.
16:57
And
16:57
then
16:57
you
16:57
got
16:58
to
16:58
figure
16:58
out
16:58
how
16:58
to
16:58
get
16:58
commerce
16:59
conducted
16:59
off
16:59
it,
17:00
get
17:00
images.
17:00
So
17:01
the
17:01
user
17:01
interface
17:01
still
17:02
needs
17:02
to
17:02
take
17:02
shape.
17:03
But
17:04
man,
17:04
and
17:05
I'm,
17:05
I'm
17:06
so
17:06
excited
17:06
about
17:07
this.
17:07
Like,
17:07
I'm,
17:07
I'm
17:07
almost
17:08
like
17:08
Jim
17:08
in
17:08
American
17:09
Pie
17:09
if
17:09
I'm
17:09
not
17:09
too
17:10
careful.
17:10
But
17:10
it's
17:11
super,
17:11
super
17:12
cool.
17:12
And
17:13
Google
17:13
is
17:13
going
17:13
to
17:13
have
17:13
to
17:14
start
17:14
adapting
17:14
their
17:15
experience
17:15
fast
17:15
to
17:16
counter
17:16
this
17:16
because
17:16
I
17:16
was
17:16
on
17:17
Google
17:17
trying
17:17
to
17:17
do
17:17
the
17:17
same
17:18
thing
17:18
and
17:18
it's,
17:18
it
17:18
was
17:19
not
17:19
nearly
17:19
as
17:19
easy.
17:20
I
17:20
know
17:20
they're
17:21
thinking
17:21
about
17:21
it.
17:21
In
17:21
fact,
17:22
I
17:22
got
17:22
some
17:22
texts
17:22
from,
17:23
from
17:24
some
17:24
Google
17:24
Lights
17:25
yesterday
17:25
after
17:25
they
17:25
saw
17:25
my
17:26
post.
17:26
The,
17:26
you
17:27
know,
17:27
talking
17:27
about
17:27
all
17:27
the
17:28
things
17:28
that
17:28
need
17:28
to
17:28
happen
17:29
to
17:29
make
17:29
this
17:29
happen,
17:29
which
17:30
is,
17:30
which
17:30
is
17:30
really
17:31
cool
17:31
to
17:31
think
17:31
about
17:31
and
17:31
gets
17:32
my
17:32
mind
17:32
going
17:32
because,
17:34
but
17:34
man,
17:34
the,
17:35
the,
17:35
the
17:35
shots
17:36
have
17:36
been
17:36
fired
17:36
on
17:36
this
17:37
and
17:38
holy
17:38
cow
17:38
is
17:38
my
17:39
opinion
17:39
in
17:39
terms
17:39
of,
17:40
of
17:40
where
17:40
this
17:40
goes
17:41
next.
17:41
And,
17:41
and
17:41
we're
17:42
going
17:42
to
17:42
see
17:42
it
17:42
through
17:42
all
17:42
angles.
17:43
We're
17:43
going
17:43
to
17:43
see
17:43
it
17:43
on,
17:43
you
17:44
know,
17:44
through
17:45
the
17:45
search
17:45
engines.
17:45
We're
17:45
going
17:46
to
17:46
see
17:46
it
17:46
online
17:46
through,
17:47
through
17:47
the
17:47
retailer's
17:48
own
17:48
sites.
17:49
Like,
17:49
it's,
17:49
it's
17:50
coming
17:50
and
17:50
it
17:51
is
17:51
a
17:51
better
17:51
way
17:52
to
17:52
look
17:52
for
17:52
product.
17:52
Like,
17:53
I'm
17:53
curious
17:53
for
17:53
you,
17:53
you're
17:54
in
17:54
the
17:54
home
17:54
furnishing
17:54
space
17:55
right
17:55
now
17:55
because
17:55
you're
17:55
moving.
17:57
Wouldn't
17:57
this
17:57
be
17:58
advantageous
17:58
for
17:59
you
17:59
then
17:59
having
17:59
to,
17:59
like,
18:00
go
18:00
through
18:00
the
18:00
list
18:00
of
18:01
like,
18:01
preset
18:02
filters
18:02
that
18:03
limit
18:03
what
18:03
you
18:04
want
18:04
and
18:04
the
18:04
language
18:05
with
18:05
which
18:05
you
18:05
can
18:05
use
18:06
to
18:06
describe
18:06
the
18:06
things
18:06
you're
18:07
looking
18:07
for?
18:07
I
18:07
don't
18:07
know.
18:07
But
18:08
I'm
18:08
curious
18:08
what
18:08
you
18:08
think
18:08
yeah,
18:09
yeah.
18:09
I
18:10
mean,
18:10
I
18:10
think,
18:10
I
18:11
think
18:11
we're
18:11
looking
18:11
at
18:12
this
18:12
in,
18:12
in
18:13
a
18:13
couple
18:13
different
18:13
ways.
18:14
I
18:14
think
18:14
on
18:14
the
18:14
Google
18:15
side
18:15
of
18:15
things
18:15
go
18:16
does
18:16
have
18:17
the
18:17
product
18:17
imagery,
18:18
they
18:18
have
18:18
the
18:18
shopping
18:19
experience.
18:19
I
18:19
think
18:20
where
18:20
Google
18:20
still
18:20
needs
18:21
to
18:21
improve
18:22
is
18:22
in
18:22
the.
18:23
Like
18:23
you
18:23
said,
18:24
like
18:24
not
18:24
every
18:25
question
18:25
that
18:26
you
18:26
query
18:26
with
18:26
Google
18:27
has
18:27
the,
18:28
the
18:29
natural
18:29
language
18:30
response
18:30
yet
18:30
like
18:31
you're
18:31
getting
18:31
from
18:31
chat
18:32
GPT.
18:33
But
18:33
I
18:33
also
18:33
tried
18:34
the
18:34
search
18:34
GPT
18:35
function
18:36
and
18:36
I
18:36
think
18:36
like
18:37
that
18:37
still
18:37
has
18:37
a
18:37
long
18:38
way
18:38
to
18:38
come.
18:38
Like
18:39
there's
18:40
so
18:40
many
18:40
more
18:40
prompts
18:41
in
18:41
there
18:41
to
18:41
like
18:42
get
18:42
it
18:42
out
18:42
to
18:43
get,
18:43
get
18:43
the
18:43
export
18:44
that
18:44
you
18:44
would
18:45
want.
18:45
And
18:45
I
18:45
think
18:45
that
18:46
already
18:46
comes
18:46
naturally
18:47
to
18:47
people
18:47
going
18:48
to
18:48
Google
18:48
or
18:49
Google
18:49
Properties
18:50
to
18:50
search
18:50
for
18:50
product
18:51
already.
18:51
So
18:52
I
18:52
think
18:52
it's
18:52
going
18:52
to
18:52
be
18:52
like
18:52
a
18:53
real
18:53
race
18:54
ultimately
18:54
ending
18:55
in
18:55
like
18:55
the
18:56
consumer
18:56
getting
18:56
a
18:57
so
18:57
much
18:57
a
18:57
much
18:58
simpler
18:59
search
18:59
process
19:00
and
19:00
search
19:01
changing
19:01
significantly
19:02
in
19:02
how
19:02
we
19:02
search
19:03
for
19:03
things
19:03
within
19:04
the
19:04
next
19:04
year.
19:05
Even
19:05
like
19:05
that's
19:05
what
19:05
I
19:06
think
19:06
is
19:06
so
19:06
exciting.
19:06
I
19:07
think
19:07
like
19:07
by
19:08
the
19:08
time
19:08
we're
19:09
at
19:09
Shop
19:09
Talk
19:10
in
19:10
the
19:11
spring
19:11
or
19:11
you're
19:12
like,
19:12
or
19:12
even
19:13
going
19:13
into
19:13
the
19:14
summer,
19:14
I
19:14
think
19:14
things
19:15
are
19:15
going.
19:15
The
19:15
shopping
19:16
experience
19:16
for
19:16
the
19:17
average
19:17
consumer
19:17
in
19:18
the
19:18
US
19:18
is
19:18
going
19:19
to
19:19
look
19:19
so
19:19
different.
19:20
And
19:21
I
19:21
think
19:21
my
19:22
biggest
19:22
question
19:22
you
19:22
called
19:23
out
19:23
earlier
19:24
is
19:25
how
19:25
do
19:25
we
19:25
see
19:25
the
19:26
retailer
19:26
investments
19:27
then
19:27
shift
19:28
in
19:28
2025
19:29
to
19:29
support
19:30
the
19:30
investment
19:30
in
19:31
product
19:31
data
19:31
so
19:32
that
19:32
their
19:32
products
19:32
can
19:33
be
19:33
served
19:33
up
19:33
in
19:34
these
19:34
new
19:34
ways?
19:34
And
19:35
it's,
19:35
it's.
19:35
You're
19:36
already
19:36
behind
19:37
retailers.
19:37
Like
19:38
this
19:38
is
19:38
where
19:38
I
19:38
think
19:38
you
19:39
need
19:39
to
19:39
put
19:39
a
19:39
lot
19:40
of
19:40
focus
19:41
and
19:41
investment
19:41
as
19:42
we're
19:42
headed
19:42
into
19:42
this
19:43
year.
19:44
Yeah.
19:44
And
19:44
my
19:44
hunch,
19:45
my
19:45
hunch
19:45
is
19:45
it
19:45
won't
19:46
like
19:46
we
19:46
won't
19:47
see
19:47
retailers
19:47
invest
19:47
in
19:48
this
19:48
in
19:48
2025.
19:48
It'll
19:49
be
19:49
like
19:50
a
19:50
26,
19:50
27,
19:51
28
19:51
investment
19:52
horizon.
19:53
But
19:53
I
19:53
have
19:53
no
19:54
idea.
19:54
But
19:54
the
19:55
other
19:55
point
19:55
too,
19:55
and
19:55
like
19:56
you
19:56
brought
19:56
this
19:57
up
19:57
on
19:57
a
19:57
webinar
19:57
we
19:57
did
19:58
recently.
19:58
Like
19:59
I
19:59
got
19:59
thinking
19:59
about
20:00
the
20:00
possibility
20:01
of
20:01
ad
20:01
insertion
20:02
within
20:02
these
20:03
Nash
20:03
natural
20:03
language
20:04
queries
20:04
that
20:04
you're
20:04
making
20:05
too.
20:05
Like
20:05
those
20:06
are
20:06
going
20:06
to
20:06
convert
20:06
like
20:07
crazy.
20:08
Like,
20:08
hey,
20:08
I
20:09
want
20:09
this,
20:09
you
20:09
know,
20:09
with
20:10
this
20:10
characteristics,
20:10
I
20:11
want
20:11
it
20:11
delivered
20:11
to
20:11
me
20:11
now.
20:12
Who
20:12
can
20:12
give
20:12
it
20:12
to
20:12
me?
20:12
What,
20:13
what's
20:13
the
20:13
best
20:13
price
20:14
you
20:14
can
20:14
give?
20:14
Me?
20:14
And
20:15
man,
20:15
how
20:16
the
20:16
technology
20:16
starts
20:17
to
20:17
change
20:18
around
20:18
that
20:18
whole
20:19
idea
20:19
too.
20:20
It's
20:20
just,
20:20
oh
20:20
man.
20:21
Well,
20:21
Google's
20:21
already
20:22
doing
20:22
that.
20:22
Google's
20:23
already
20:23
doing
20:23
that
20:23
right
20:23
now
20:24
with
20:24
their
20:24
new
20:24
shopping
20:25
tools
20:25
and
20:25
it
20:25
is
20:25
unbearable.
20:26
Like
20:27
I
20:27
started
20:28
doing
20:28
that
20:28
like
20:28
you
20:28
said,
20:28
with
20:29
home
20:29
furnishings
20:29
and
20:29
like
20:30
Taking
20:30
a
20:31
picture
20:31
of
20:31
a
20:31
chair
20:32
and
20:32
then
20:32
seeing
20:33
that
20:33
across
20:33
the
20:33
board.
20:34
Like,
20:34
you're
20:34
already
20:35
seeing
20:35
the
20:35
deals
20:36
that
20:36
you
20:36
can
20:36
add.
20:36
The,
20:37
like,
20:37
they
20:37
have
20:37
the,
20:38
the
20:39
discount
20:39
codes
20:40
in
20:40
some
20:40
of
20:40
the
20:40
pictures.
20:41
It's
20:41
like,
20:41
this
20:42
is
20:42
just
20:42
insane,
20:43
the
20:43
amount
20:43
of
20:44
data
20:44
I
20:44
now
20:44
have
20:44
at
20:45
my
20:45
fingertips
20:45
as
20:45
a
20:46
consumer.
20:46
So,
20:47
yeah,
20:47
if
20:47
you
20:47
kind
20:47
of
20:47
already
20:48
know
20:48
what
20:48
you
20:49
want,
20:49
like,
20:49
Google
20:49
is
20:50
crushing
20:50
it
20:50
right
20:51
now
20:51
with
20:51
all
20:51
their
20:51
new
20:52
rollouts
20:53
and
20:53
their
20:53
new
20:53
innovations
20:53
they
20:54
put
20:54
particularly
20:54
around
20:55
pricing.
20:55
So,
20:55
yeah,
20:56
I
20:56
mean,
20:56
it's
20:56
just,
20:56
it's,
20:57
it's
20:57
a
20:57
cool
20:58
time
20:58
to
20:58
be
20:58
in
20:58
retail
20:59
because
20:59
it's
20:59
going
20:59
to
20:59
change
20:59
a
20:59
lot
21:00
here
21:00
over
21:00
the
21:00
next
21:00
10
21:00
years.
21:01
All
21:01
right,
21:02
headline
21:02
number
21:02
four.
21:03
Speaking
21:03
of
21:03
changes,
21:04
the
21:04
Children's
21:04
Place
21:05
has
21:05
opened
21:05
a
21:05
digital
21:06
storefront
21:06
on
21:07
Shein.
21:07
According
21:08
to
21:08
chain
21:08
stories,
21:09
the
21:09
Children's
21:09
Place
21:09
is
21:09
now
21:10
selling
21:10
its
21:10
apparel
21:11
directly
21:11
to
21:11
users
21:12
of
21:12
the
21:12
global
21:12
on
21:13
demand
21:13
fashion
21:14
app
21:14
Shein.
21:15
Currently,
21:15
the
21:15
Children's
21:15
Place
21:16
storefront
21:16
is
21:16
available
21:17
only
21:17
to
21:17
us
21:18
Shein
21:19
customers
21:19
and
21:19
will
21:19
soon
21:20
be
21:20
made
21:20
available
21:20
globally
21:21
in
21:21
a
21:21
phased
21:22
rollout.
21:22
The
21:22
partnership
21:23
is
21:23
also
21:23
somewhat
21:23
of
21:24
a
21:24
departure
21:24
from
21:24
normal
21:25
business
21:25
practices
21:26
for
21:26
Shein,
21:27
which
21:27
mostly
21:27
offers
21:28
Shein
21:28
branded
21:29
affordable
21:30
apparel
21:30
and
21:30
accessories
21:31
from
21:32
a
21:32
global
21:32
network
21:33
of
21:33
vendors.
21:34
And
21:34
I'm
21:34
curious,
21:34
would
21:35
you
21:35
have
21:35
advised
21:35
the
21:35
Children's
21:36
Place
21:36
to
21:36
start
21:37
selling
21:37
via
21:37
Shein?
21:38
Yeah,
21:39
I
21:39
mean,
21:39
I,
21:40
we
21:40
already
21:40
know
21:41
that
21:41
some
21:42
retailers
21:43
and
21:43
brands
21:43
are
21:44
testing
21:44
like
21:45
some
21:45
product
21:45
development
21:46
with
21:46
Shein.
21:46
Like
21:47
they're
21:47
using
21:47
like
21:48
early
21:48
stage,
21:49
like
21:49
product
21:49
design
21:49
and
21:50
development
21:50
where
21:50
they're
21:50
just
21:51
trying
21:51
to
21:51
get
21:51
prototypes
21:52
made
21:52
of
21:52
certain
21:52
things.
21:53
So
21:53
I
21:53
think
21:54
this,
21:54
to
21:54
me
21:55
though,
21:55
feels
21:55
like
21:56
an
21:56
experiment
21:57
that
21:57
has
21:57
to
21:57
be
21:58
done.
21:58
You
21:58
have
21:59
that
21:59
younger
22:00
demographic
22:01
that's,
22:01
you
22:01
know,
22:02
using
22:02
she
22:02
and
22:03
religiously
22:03
day
22:04
after
22:04
day
22:04
after
22:04
day
22:05
to
22:05
get,
22:06
you
22:06
know,
22:06
outfitting
22:07
for,
22:07
outfitting
22:07
for
22:08
themselves.
22:08
And
22:08
I
22:08
think
22:08
the
22:09
next
22:09
like,
22:10
progression
22:10
into
22:10
this
22:11
with,
22:11
with
22:11
this
22:12
age
22:12
group
22:12
is
22:12
getting
22:13
into
22:13
kids
22:13
wear.
22:13
Like,
22:14
it
22:14
just
22:14
makes
22:14
sense
22:14
to
22:15
test
22:15
this
22:16
so
22:16
that,
22:16
you
22:16
know,
22:16
as
22:17
people
22:17
are
22:18
buying
22:18
clothing
22:19
for
22:19
their
22:19
own
22:19
kids
22:20
that,
22:20
or
22:20
they're
22:21
gifting
22:21
that,
22:22
that
22:22
they
22:22
have
22:22
another
22:23
place
22:23
to
22:23
go
22:23
get
22:24
it
22:24
where,
22:24
you
22:24
know,
22:24
where
22:25
they're
22:25
already
22:25
engaged
22:26
in
22:26
shopping.
22:27
I
22:27
would
22:27
100%
22:28
do
22:28
this
22:28
if
22:28
I
22:28
was
22:28
Children's
22:29
Place.
22:29
I
22:29
mean,
22:31
we
22:31
were
22:31
screwing
22:32
around
22:32
on
22:32
the
22:32
Internet
22:33
yesterday.
22:33
We
22:33
realized
22:33
that
22:34
Children's
22:34
Place
22:34
already
22:34
has
22:35
a
22:35
storefront
22:35
on
22:35
Amazon.
22:36
So
22:37
if
22:37
you're
22:37
already
22:37
all
22:38
in
22:38
on
22:38
the
22:38
marketplace
22:39
strategy,
22:39
why
22:39
wouldn't
22:39
you
22:40
go
22:40
to
22:40
another
22:40
marketplace?
22:41
I
22:41
don't
22:41
see
22:41
why
22:42
you
22:42
wouldn't
22:42
do
22:42
that.
22:42
It
22:43
makes
22:43
no
22:43
sense
22:43
logically
22:44
now,
22:45
de
22:45
minimis,
22:46
regulations
22:46
aside,
22:47
because
22:47
we
22:47
don't
22:47
know
22:47
how
22:47
that's
22:48
going
22:48
to
22:48
shake
22:48
out.
22:49
But
22:49
for
22:49
example,
22:50
does
22:50
the
22:50
Children's
22:51
Place
22:51
or
22:51
some
22:51
other
22:52
brand
22:52
start
22:52
to
22:52
take
22:53
note
22:53
of
22:53
this
22:54
and
22:54
start
22:54
to
22:54
parlay
22:55
this
22:55
into
22:55
a
22:56
new
22:56
way
22:56
to
22:56
do
22:56
e
22:57
commerce?
22:57
And
22:57
by
22:57
that
22:58
I
22:58
mean
22:58
I
22:58
e
22:59
going
22:59
direct
23:00
from
23:00
factory.
23:00
So
23:01
small
23:01
batch
23:02
production
23:02
should
23:03
work
23:03
just
23:03
as
23:03
well
23:03
for
23:04
any
23:04
E
23:04
commerce
23:04
player
23:05
that
23:05
wants
23:06
to
23:06
think
23:06
about
23:06
this
23:06
in
23:07
this
23:07
way.
23:07
The
23:08
only
23:08
catch
23:08
is
23:08
would
23:09
the
23:09
customer
23:09
be
23:09
willing
23:09
to
23:10
wait
23:10
the
23:10
additional
23:10
time
23:11
for
23:11
it?
23:11
But
23:11
I
23:11
think
23:12
they
23:12
would
23:12
in
23:12
exchange
23:13
for
23:13
the
23:13
lower
23:13
price.
23:13
So
23:14
this
23:14
potentially
23:14
gets
23:15
the
23:15
Children's
23:15
Place
23:16
more
23:16
accessible
23:17
to
23:17
the
23:17
average
23:18
American
23:18
consumer
23:19
if
23:19
they
23:19
take
23:20
this
23:20
approach,
23:21
which
23:21
also
23:21
means,
23:22
and
23:22
this
23:22
is
23:22
where
23:22
my
23:22
head
23:23
really
23:23
starts
23:23
to
23:23
spin,
23:24
Anne.
23:25
Relationships
23:25
like
23:25
this
23:26
via
23:26
Shein
23:27
also
23:27
create
23:27
a
23:27
world
23:28
where
23:28
a
23:28
brand
23:28
is
23:29
potentially
23:29
never
23:29
out
23:30
of
23:30
stock
23:30
online.
23:31
And
23:32
that's
23:32
crazy.
23:32
Think
23:32
about
23:33
that
23:33
for
23:33
a
23:33
second.
23:33
You're
23:33
never
23:34
out
23:34
of
23:34
stock
23:34
online.
23:34
So
23:35
that's
23:35
why
23:35
I
23:35
love
23:36
this
23:36
idea
23:36
and
23:37
think
23:37
we
23:37
could
23:37
see
23:37
more
23:38
people
23:38
go
23:38
this
23:38
way
23:39
in
23:39
the
23:39
future.
23:39
Or
23:39
at
23:39
least
23:40
there's
23:41
the
23:41
other
23:41
angle
23:41
to
23:42
this.
23:42
At
23:42
least
23:42
white
23:43
label
23:43
Shein's
23:44
supply
23:44
chain
23:44
capabilities
23:45
for
23:45
their
23:45
own
23:45
website.
23:46
So
23:46
they
23:46
can
23:46
never
23:46
be
23:47
out
23:47
of
23:47
stock.
23:47
Right.
23:48
There's
23:48
a
23:48
lot
23:48
of
23:49
angles
23:49
to
23:49
this
23:49
that
23:49
are
23:50
going
23:50
to
23:50
come
23:50
and
23:50
sprout
23:51
up.
23:51
And
23:52
that's,
23:52
that's
23:52
why
23:53
I
23:53
love
23:53
it.
23:53
And
23:53
that's
23:53
why
23:53
I'm,
23:54
I'm,
23:54
I'm
23:54
100%
23:55
supportive
23:55
of
23:56
children's
23:56
Place
23:56
trying
23:56
this,
23:57
especially
23:57
given
23:57
where
23:57
they
23:58
are
23:58
financially
23:59
too.
23:59
All
23:59
right,
23:59
Chris,
24:00
let's
24:00
go
24:00
to
24:00
headline
24:01
number
24:01
five.
24:01
This
24:01
is
24:01
the
24:01
headline
24:02
I
24:02
was
24:02
most
24:02
excited
24:03
about
24:03
from
24:03
this
24:03
week,
24:04
I
24:04
have
24:04
to
24:04
say.
24:05
So
24:06
Starbucks
24:06
new
24:07
CEO
24:07
Brian
24:07
Niccol
24:08
wants
24:08
to
24:09
make
24:09
Starbucks
24:09
a
24:10
coffee
24:10
shop
24:10
again,
24:11
but
24:12
also
24:12
a
24:13
faster
24:13
one,
24:13
according
24:14
to
24:14
Restaurant
24:15
Business
24:15
Online.
24:15
Nickel,
24:16
in
24:16
his
24:16
first
24:16
earnings
24:17
call
24:17
at
24:17
the
24:17
helm
24:18
of
24:18
the
24:18
Seattle
24:18
based
24:18
chain
24:19
last
24:19
Wednesday,
24:20
described
24:20
a
24:21
strategy
24:21
that
24:21
effectively
24:22
makes
24:22
the
24:22
company
24:22
a
24:22
coffee
24:23
shop
24:23
again
24:23
with
24:24
comfortable
24:24
seating
24:24
and
24:25
ceramic
24:25
mugs
24:26
for
24:26
those
24:26
who
24:26
want
24:26
to
24:27
spend
24:27
some
24:27
time
24:27
inside,
24:28
much
24:28
like
24:28
they
24:28
had
24:29
for
24:29
most
24:29
of
24:29
the
24:29
chain's
24:30
history.
24:30
But
24:31
the
24:31
company
24:31
will
24:31
also
24:32
be
24:32
quicker
24:32
for
24:33
those
24:33
customers
24:33
who
24:33
have
24:34
no
24:34
intent
24:34
on
24:34
sitting
24:35
anywhere
24:35
but
24:35
their
24:36
office
24:36
chair
24:36
or
24:36
their
24:37
automobile.
24:37
Nickel
24:38
wants
24:38
every
24:38
customer
24:39
to
24:39
get
24:39
their
24:39
drink
24:39
within
24:40
four
24:40
minutes
24:40
of
24:40
ordering,
24:41
a
24:41
goal
24:41
the
24:42
company
24:42
currently
24:42
meets
24:43
only
24:43
half
24:44
the
24:44
time.
24:44
It's
24:45
wild
24:45
he's
24:45
in
24:45
intent
24:46
on
24:46
achieving
24:46
that
24:47
goal.
24:47
Nicole
24:48
mentioned
24:48
four
24:49
minutes
24:49
13
24:50
times
24:50
on
24:50
the
24:50
earnings
24:51
call,
24:51
even
24:52
going
24:52
so
24:52
far
24:52
as
24:53
saying,
24:53
quote,
24:53
I'm
24:54
putting
24:54
a
24:54
full
24:55
court
24:55
press
24:56
on
24:56
solving
24:56
four
24:57
minutes,
24:57
end
24:58
quote.
24:58
Starbucks
24:59
also
24:59
announced
24:59
on
24:59
the
25:00
earnings
25:00
call
25:00
that
25:00
it
25:00
plans
25:01
to
25:01
stop
25:01
charging
25:01
customers
25:02
who
25:02
order
25:02
non
25:02
dairy
25:03
beverage
25:03
modifiers
25:04
for
25:04
their
25:04
drinks
25:04
such
25:04
as
25:05
oat
25:05
milk
25:05
or
25:05
almond
25:05
milk,
25:06
and
25:06
that
25:06
it
25:06
plans
25:07
to
25:07
bring
25:07
back.
25:07
The
25:07
condiment
25:08
bars
25:08
were
25:08
that
25:09
were
25:09
a
25:09
casualty
25:10
of
25:10
the
25:10
pandemic,
25:11
which
25:11
will
25:11
help
25:11
speed
25:12
service
25:12
because
25:12
baristas
25:13
will
25:13
be
25:13
able
25:13
to
25:14
simply
25:14
hand
25:14
customers
25:15
their
25:15
coffees
25:16
right
25:16
at
25:16
the
25:17
point
25:17
of
25:17
sale.
25:18
While
25:18
removing
25:19
those
25:19
charges
25:20
for
25:20
the
25:20
non
25:21
dairy
25:21
milk
25:22
will
25:22
cost
25:23
the
25:23
company
25:23
some
25:24
revenue.
25:24
Nickel
25:24
believes
25:25
that
25:25
allowing
25:25
customers
25:26
to
25:26
add
25:26
their
25:27
own
25:27
almond
25:27
milk
25:28
will
25:28
improve
25:28
through
25:29
throughput
25:30
and
25:30
help
25:30
traffic
25:30
in
25:31
the
25:31
long
25:31
run.
25:31
And
25:32
customers
25:32
will
25:32
probably
25:33
like
25:33
what
25:33
amounts
25:34
to
25:34
be
25:34
a
25:34
10
25:35
discount
25:35
on
25:36
their
25:36
drink
25:36
now.
25:36
Chris.
25:37
Wow,
25:37
where
25:38
do
25:38
we
25:38
start?
25:38
AD
25:39
oh
25:39
my
25:39
God.
25:39
This
25:39
is
25:40
also
25:40
the
25:40
A
25:41
M
25:41
put
25:41
you
25:41
on
25:41
the
25:42
spot
25:42
question.
25:42
Oh,
25:43
I
25:43
forgot
25:44
about
25:44
that.
25:44
We
25:44
don't
25:44
have
25:44
that
25:45
yet.
25:45
Oh
25:45
God.
25:45
Okay,
25:46
okay.
25:46
A
25:47
lot
25:47
of
25:47
rose.
25:48
Lots
25:48
of
25:48
questions
25:49
here.
25:49
Yes.
25:50
Oh
25:50
my
25:50
God.
25:50
All
25:50
right,
25:51
all
25:51
right.
25:51
So
25:52
A
25:52
M
25:52
wants
25:52
to
25:52
know.
25:53
This
25:53
is
25:53
their
25:54
question
25:54
for
25:54
you.
25:55
We
25:55
discussed
25:56
the
25:56
CEO
25:56
transition
25:57
and
25:57
what
25:57
Starbucks
25:57
should
25:58
do
25:58
next
25:59
with
25:59
you
25:59
guys
26:00
on
26:00
the
26:00
Fast
26:00
five.
26:01
When
26:01
it
26:01
was
26:01
announced
26:02
and
26:02
we
26:02
hosted
26:03
a
26:03
few
26:03
months
26:03
ago
26:04
on
26:04
that
26:04
podcast,
26:04
we
26:05
said
26:05
that
26:05
Starbucks
26:05
needed
26:06
to
26:06
get
26:06
back
26:06
to
26:06
improving
26:07
the
26:07
poor
26:07
speed
26:08
of
26:08
service
26:08
and
26:08
long
26:08
waits,
26:09
reset
26:10
the
26:10
right
26:10
price
26:10
value
26:11
on
26:11
products
26:12
and
26:12
focus
26:12
on
26:12
fundamental
26:13
Starbucks
26:14
experience
26:14
for
26:15
those
26:15
who
26:15
sit
26:15
in
26:15
stores.
26:16
So
26:16
the
26:17
question
26:17
A
26:17
and
26:17
M
26:18
has
26:18
is,
26:18
was
26:19
Brian
26:19
listening
26:20
to
26:20
all
26:20
of
26:20
us
26:20
all
26:21
along
26:21
and
26:22
did
26:22
he
26:22
steal
26:23
our
26:23
suggested
26:24
way
26:24
book?
26:25
Chris,
26:25
the
26:25
floor
26:26
is
26:26
yours.
26:27
Oh
26:27
my
26:27
God.
26:27
What
26:27
do
26:27
we
26:28
like
26:28
to
26:28
think
26:28
so
26:28
anf
26:29
what
26:29
do
26:29
we
26:29
like
26:30
to
26:30
think
26:30
so?
26:30
Yes.
26:31
I
26:31
mean,
26:32
chances
26:32
are
26:33
no.
26:34
But
26:34
maybe,
26:34
you
26:34
know,
26:34
maybe,
26:35
maybe
26:35
somebody
26:35
was
26:36
inspired
26:36
inside
26:37
his
26:37
organization
26:37
to
26:37
help
26:38
him
26:38
put
26:38
this
26:38
plan
26:38
together.
26:39
But
26:40
I
26:40
mean,
26:40
and
26:40
I
26:40
don't
26:40
know
26:40
about
26:41
you,
26:41
I
26:41
don't
26:41
know
26:41
if
26:41
you're
26:41
buying
26:42
this
26:42
or
26:42
not
26:42
because
26:42
I'm
26:42
curious
26:43
because
26:43
you,
26:43
you
26:43
kind
26:44
of,
26:44
I
26:44
think
26:44
in
26:44
that
26:45
same
26:45
discussion
26:45
went
26:45
the
26:46
complete
26:46
different
26:46
direction.
26:47
So
26:47
I'm
26:47
curious
26:47
to
26:47
see
26:48
what
26:48
you
26:48
think.
26:48
But,
26:49
but
26:49
I'm
26:49
not
26:49
buying
26:50
a
26:50
first
26:50
class
26:50
ticket
26:51
on
26:51
this
26:51
new
26:51
turnaround
26:52
train
26:53
plan.
26:53
But
26:53
I'm
26:54
definitely,
26:54
I'm
26:54
definitely
26:55
happy
26:55
to
26:55
sit
26:55
and
26:56
coach
26:56
along
26:56
this
26:57
journey
26:57
right
26:57
now.
26:57
I'm
26:57
definitely
26:58
happy.
26:58
I
26:58
mean,
26:58
I
26:59
love
26:59
the
26:59
creamers
26:59
in
26:59
the
27:00
condom
27:00
bar
27:00
move.
27:01
That
27:01
is
27:01
a
27:01
win
27:01
win
27:02
for
27:02
me,
27:02
both
27:03
for
27:03
the
27:03
customers
27:03
and
27:04
for
27:04
staff
27:04
operations.
27:04
I
27:05
think
27:05
it
27:05
does
27:05
everything
27:06
they
27:06
say
27:06
it's
27:06
going
27:06
to
27:07
do.
27:07
I
27:07
love
27:08
the
27:08
focus
27:08
on
27:08
four
27:09
minutes
27:09
because
27:10
that
27:10
is
27:10
personally
27:10
my
27:11
biggest,
27:12
biggest
27:12
gripe,
27:13
particularly
27:13
when
27:13
I
27:13
go
27:14
into
27:14
the
27:14
store
27:14
to
27:14
order
27:15
and
27:15
it
27:15
has
27:15
taken
27:15
me
27:16
sometimes
27:16
20
27:16
minutes
27:17
to
27:17
get
27:17
my
27:17
drink
27:17
and
27:17
that
27:18
is
27:18
just
27:18
too
27:19
freaking
27:19
long.
27:20
Now
27:20
how
27:20
you
27:20
do
27:20
that
27:21
algorithmically
27:22
is
27:22
A
27:22
big
27:22
question.
27:22
I
27:23
don't
27:23
even
27:23
know
27:23
if
27:23
it's
27:23
possible,
27:24
given
27:24
how
27:24
many
27:25
mobile
27:25
orders
27:25
you
27:25
got
27:25
going
27:25
through
27:26
the
27:26
system.
27:27
The
27:27
part
27:27
that
27:27
I'm
27:27
most
27:28
like
27:28
kind
27:28
of
27:28
leery
27:29
about,
27:29
though,
27:29
is
27:30
the.
27:30
The
27:31
ceramic
27:31
mug
27:32
thing,
27:32
because
27:33
that
27:33
actually
27:33
requires
27:34
a
27:34
pretty
27:34
sizable
27:35
operational
27:36
change.
27:36
You
27:37
have
27:37
to
27:37
collect
27:37
them,
27:38
you
27:38
have
27:38
to
27:38
get
27:38
them
27:38
washed,
27:39
you
27:39
have
27:39
to
27:39
keep
27:39
them
27:39
in
27:40
stock.
27:40
But
27:40
you
27:40
can
27:41
do
27:41
that
27:41
now
27:41
at
27:41
Starbucks,
27:42
if
27:42
you
27:42
want.
27:43
You
27:43
can
27:43
get
27:43
a
27:43
ceramic
27:44
mug.
27:44
You.
27:45
From
27:45
Starbucks?
27:46
Yeah.
27:46
And
27:46
how
27:47
many
27:47
people
27:47
really
27:47
were
27:48
like.
27:48
Oh,
27:48
I
27:48
didn't
27:49
know
27:49
you.
27:50
I
27:50
think
27:50
that's
27:51
just
27:51
like
27:51
a.
27:52
I
27:52
think
27:52
that's
27:52
like
27:52
a
27:52
PR
27:53
sizzle
27:53
thing.
27:54
I
27:54
don't
27:54
think.
27:55
Yes,
27:55
100.
27:56
And
27:56
that's
27:56
what
27:56
I
27:56
was
27:56
going
27:57
to
27:57
say.
27:57
I'm
27:57
leery
27:57
of
27:57
it,
27:58
but
27:59
when
27:59
I
28:00
think
28:00
about
28:00
it,
28:01
it's
28:01
a
28:02
marketing
28:02
investment
28:03
that
28:03
could
28:03
potentially
28:04
be
28:04
offset
28:04
by
28:04
reducing
28:05
the
28:05
marketing
28:05
budget
28:06
in
28:06
other
28:06
places.
28:07
So
28:07
by
28:07
that,
28:07
I
28:07
mean,
28:08
instead
28:08
of
28:08
advertising
28:09
Starbucks
28:09
as
28:09
the
28:10
third
28:10
place,
28:10
just
28:11
make
28:11
it
28:11
the
28:11
third
28:12
place,
28:12
and
28:12
the
28:12
story
28:13
sells
28:13
itself.
28:13
So
28:14
that's
28:14
why
28:14
I
28:14
think
28:14
it's
28:15
kind
28:15
of
28:15
genius,
28:16
especially
28:16
if
28:16
you
28:16
could.
28:16
I
28:16
didn't
28:17
even
28:17
know
28:17
you
28:17
could
28:17
already
28:17
do
28:17
that.
28:18
So
28:18
then
28:18
the
28:18
operational
28:19
dynamics
28:19
probably
28:19
are
28:20
a
28:20
lot
28:20
less
28:20
than
28:20
I
28:20
was
28:21
expecting.
28:21
Although
28:22
I
28:22
imagine
28:22
there
28:22
is
28:22
some
28:23
increased
28:24
cost
28:24
or
28:24
operational
28:25
effect
28:25
to
28:25
this.
28:25
But,
28:26
yeah,
28:27
if
28:27
people
28:27
do
28:28
it.
28:28
I
28:28
mean,
28:28
that's
28:28
the
28:28
thing,
28:29
too.
28:29
Like,
28:29
I
28:29
think
28:30
this
28:30
is
28:31
so
28:31
overblown
28:32
of,
28:32
like.
28:33
Well,
28:33
you
28:33
could.
28:34
You
28:34
could.
28:34
You
28:35
could
28:35
force
28:35
the
28:35
question,
28:35
though,
28:35
at
28:36
the
28:36
cashier.
28:36
Would
28:36
you
28:36
like
28:36
that
28:37
in
28:37
a
28:37
ceramic
28:37
cup?
28:38
Or
28:38
would
28:38
you
28:38
like
28:38
that
28:38
in
28:39
a
28:39
takeaway
28:39
cup?
28:40
And.
28:40
And
28:40
you
28:40
know
28:40
what?
28:40
If
28:41
I'm
28:41
sitting
28:41
there,
28:42
I'm
28:42
getting
28:42
a
28:42
ceramic
28:43
cup.
28:43
Yeah,
28:43
for
28:43
sure.
28:44
I
28:44
think
28:44
I
28:44
am.
28:44
You
28:44
should.
28:45
You
28:45
should
28:45
do
28:46
that
28:46
now.
28:46
100.
28:47
100.
28:47
100.
28:48
Because
28:48
my
28:48
coffee
28:49
tastes
28:49
better
28:49
in
28:49
ceramics,
28:50
and
28:50
everyone
28:51
knows
28:51
that.
28:52
Come
28:52
on.
28:53
All
28:53
right,
28:53
but
28:54
what
28:54
do
28:54
you
28:54
think?
28:54
What
28:54
do
28:54
you
28:54
think?
28:54
Are
28:54
you
28:55
going
28:55
to
28:55
throw
28:55
shade
28:55
on
28:55
Mr.
28:56
Nichols?
28:56
Are
28:56
you
28:56
going
28:56
to
28:57
jump
28:57
on
28:58
board
28:58
this
28:58
gravy
28:58
train?
28:59
What
28:59
do
28:59
you
28:59
think?
28:59
Listen,
29:00
Brian
29:00
Nichols
29:01
for
29:01
president.
29:02
Like,
29:02
that
29:03
really
29:03
has
29:03
somehow.
29:04
Well,
29:05
I
29:05
mean,
29:05
look
29:06
at
29:06
what
29:06
he's
29:06
done.
29:06
He's
29:07
taken.
29:07
You
29:07
and
29:07
I,
29:07
we
29:08
are
29:08
on
29:08
opposing
29:08
sides
29:09
of
29:09
this
29:09
argument,
29:10
and
29:10
he's
29:10
giving
29:11
everybody
29:11
a
29:11
little
29:12
bit
29:12
of
29:12
what
29:12
they
29:12
want,
29:13
from
29:13
the
29:13
baristas
29:14
to
29:14
the
29:14
customers.
29:15
Like,
29:16
somehow
29:16
you
29:17
get
29:17
your
29:17
coffee
29:17
house,
29:18
except
29:18
experience
29:18
when
29:18
you
29:19
want
29:19
it.
29:19
Like,
29:19
everybody's
29:20
gonna
29:20
be.
29:20
Everybody's
29:21
lives
29:21
are
29:21
gonna
29:21
be
29:21
better
29:22
because
29:22
those.
29:22
The
29:23
Starbucks
29:23
are
29:23
gonna
29:23
be
29:24
hopefully
29:25
nicer.
29:25
And
29:25
if
29:26
they're
29:26
really
29:26
investing
29:27
in
29:28
this,
29:28
like,
29:28
coffee
29:29
house
29:29
experience,
29:30
I
29:31
get
29:31
my
29:31
drink
29:32
Made
29:32
in
29:32
less
29:32
than
29:33
four
29:33
minutes,
29:33
which
29:33
is
29:34
all
29:34
that
29:34
I
29:34
want.
29:34
I
29:34
want
29:35
faster
29:35
operations.
29:36
I
29:36
want
29:36
to
29:36
get
29:36
that
29:37
drink
29:37
as
29:37
quickly
29:38
as
29:38
possible
29:38
with
29:39
as
29:39
few
29:39
hands
29:40
touching
29:40
it
29:40
as
29:40
possible.
29:41
I
29:41
just
29:41
want
29:41
the
29:41
same
29:42
consistent
29:42
coffee
29:43
all
29:43
the
29:43
time.
29:44
And
29:44
now
29:45
dairy
29:45
free
29:45
customers
29:46
get
29:46
the
29:46
10%
29:47
price
29:47
reduction
29:48
in
29:48
their
29:48
coffee.
29:48
Like
29:49
this
29:49
is
29:49
amazing.
29:50
He's
29:50
doing
29:50
everything
29:51
for
29:51
everyone.
29:52
And
29:52
I
29:52
do
29:53
think
29:53
like
29:54
you
29:54
were
29:54
talking
29:54
about
29:55
earlier,
29:55
like
29:55
does
29:56
he
29:56
have
29:56
the
29:57
chops
29:57
or
29:57
is
29:57
it
29:58
possible
29:58
to
29:58
really
29:59
start
29:59
to
29:59
get
30:00
that,
30:00
get
30:00
to
30:00
that
30:00
under
30:01
four
30:01
minute
30:02
process
30:02
and
30:02
the
30:03
guys
30:03
from
30:03
Chipotle
30:04
like
30:04
he
30:05
knows
30:05
how
30:05
to
30:05
automate
30:06
things
30:06
and
30:06
cut
30:07
out
30:07
things
30:07
that
30:07
are
30:08
not
30:08
working
30:08
or
30:09
that
30:09
are
30:09
holding
30:09
up
30:09
the
30:10
system.
30:10
So
30:10
I
30:11
think
30:11
that
30:12
we'll
30:12
see
30:13
a
30:13
lot
30:13
of
30:13
great
30:14
things
30:14
come
30:14
if,
30:14
if
30:15
they
30:15
can
30:15
be
30:15
successful
30:16
in,
30:17
in
30:17
really
30:17
giving
30:18
every
30:18
single
30:18
person
30:19
what
30:19
they
30:19
want
30:19
in
30:19
this
30:19
situation.
30:20
I
30:20
don't
30:20
care
30:20
if
30:20
you
30:20
want,
30:21
you
30:21
can
30:21
hang
30:21
out
30:21
at
30:21
the
30:21
Starbucks
30:22
all
30:22
you
30:22
want.
30:22
I
30:23
just
30:23
want
30:23
my
30:23
coffee
30:24
fast.
30:24
Yeah,
30:24
and
30:24
he,
30:25
yeah
30:25
and
30:25
he's
30:25
already
30:25
doing
30:25
the
30:26
four
30:26
minute
30:26
thing
30:26
because
30:26
making
30:27
the
30:27
customers
30:27
pour
30:28
in
30:28
their
30:28
own,
30:28
you
30:28
know,
30:29
you
30:29
know,
30:30
dairy
30:30
or
30:30
dairy
30:31
substitutes
30:31
at
30:31
the
30:31
condiment
30:32
bar,
30:32
that
30:32
definitely
30:33
is
30:33
going
30:33
to
30:33
speed
30:33
up
30:33
the
30:34
process
30:34
too
30:34
as
30:35
well.
30:35
Also
30:35
there's
30:36
a
30:36
couple
30:36
other
30:36
points
30:36
that
30:37
I
30:37
love.
30:37
The
30:37
four
30:37
minutes
30:38
thing
30:38
just
30:38
as
30:38
a
30:38
leadership
30:39
thing.
30:39
It's
30:39
easy
30:39
to
30:39
rally
30:40
around.
30:40
It's,
30:40
it's
30:40
an
30:41
easy
30:41
metric
30:41
to
30:42
get
30:42
everyone
30:42
behind
30:43
and
30:43
it
30:43
makes
30:44
sense.
30:44
So
30:44
that
30:44
from
30:44
a
30:44
leadership
30:45
standpoint
30:45
is
30:45
really
30:45
cool.
30:46
The
30:46
other
30:46
point
30:46
too,
30:47
he's
30:47
also,
30:48
we
30:48
didn't
30:48
talk
30:48
about
30:48
this
30:48
in
30:48
the
30:49
headline
30:49
but
30:49
he,
30:49
he's,
30:50
he
30:50
simplified
30:50
the
30:51
product
30:51
line.
30:51
He
30:51
got
30:51
rid
30:51
of
30:52
the
30:52
rumored
30:52
to
30:52
be
30:53
dysentery
30:54
driving
30:54
Otto
30:55
line.
30:55
Right.
30:56
So
30:56
like
30:56
yeah,
30:56
that,
30:57
that's
30:57
now
30:57
gone.
30:58
And
30:59
I
30:59
don't
30:59
miss
31:00
that.
31:00
I
31:00
don't
31:00
know
31:00
about
31:00
you,
31:01
but
31:01
I
31:01
don't
31:01
miss
31:01
it.
31:02
And
31:02
so
31:02
especially
31:03
given
31:03
those
31:03
rumors.
31:03
So
31:04
like,
31:04
you
31:04
know,
31:04
I
31:05
think
31:05
that
31:05
makes
31:05
sense.
31:06
And
31:06
then
31:06
I
31:06
wonder
31:06
what
31:07
further,
31:07
you
31:07
know,
31:07
menu
31:08
reductions
31:08
are
31:08
going
31:08
to
31:08
come
31:09
out
31:09
of
31:09
this
31:09
too
31:09
down
31:10
the,
31:10
down
31:10
the
31:10
road.
31:10
So,
31:11
so
31:11
you're
31:11
in,
31:12
you're
31:12
liking
31:12
this?
31:12
Yeah,
31:13
no,
31:13
I
31:13
think
31:13
he
31:14
did.
31:14
I
31:14
think
31:14
he's
31:14
doing
31:14
a
31:15
great
31:15
job.
31:15
I
31:16
think,
31:16
I
31:16
think
31:16
he's
31:17
coming
31:17
in
31:17
and
31:17
doing
31:18
exactly
31:19
what
31:19
he
31:20
should
31:20
be
31:20
doing
31:20
and
31:21
what
31:21
they
31:21
brought
31:21
him
31:21
in
31:22
to
31:22
do.
31:23
Really
31:23
like
31:23
they,
31:24
they,
31:24
there's
31:24
a
31:25
reason
31:25
they
31:25
took
31:25
him
31:26
and
31:26
they're
31:26
taking
31:26
more
31:27
people
31:27
from
31:27
Chipotle
31:28
to,
31:28
to
31:29
kind
31:29
of
31:29
take
31:29
the
31:30
turnaround
31:30
that
31:31
that
31:31
team
31:31
was
31:31
able
31:32
to
31:32
do
31:32
for
31:32
Chipotle
31:32
and
31:33
start
31:33
doing
31:33
it
31:33
for
31:33
Starbucks
31:34
because
31:34
they
31:34
need
31:34
it.
31:34
Especially
31:35
when
31:35
you
31:35
start
31:35
Talking
31:36
about
31:36
markets
31:36
outside
31:36
the
31:37
U.S.
31:37
like
31:37
China,
31:38
where
31:39
they're
31:39
just
31:39
getting
31:39
killed
31:40
by
31:40
Luckin
31:40
Coffee
31:41
and
31:41
some
31:41
of
31:41
these
31:41
other
31:41
players
31:42
that
31:42
are
31:42
coming
31:42
in
31:43
now
31:43
to
31:43
the
31:43
US
31:44
too.
31:44
So
31:44
they
31:44
gotta
31:44
get,
31:45
they
31:45
gotta
31:45
get
31:45
their,
31:46
their
31:46
poop
31:46
in
31:47
a
31:47
group,
31:47
you.
31:47
Know,
31:47
and,
31:48
and
31:48
the
31:48
only.
31:49
I
31:49
don't
31:49
think
31:49
is
31:49
a
31:49
signal
31:50
too,
31:50
from
31:50
a
31:50
leadership
31:50
standpoint,
31:51
because
31:51
that
31:51
was
31:51
Howard
31:51
Schultz's
31:52
baby.
31:52
And
31:52
he's
31:53
basically
31:53
like,
31:53
nope,
31:54
we're
31:54
done.
31:55
We're
31:55
not
31:55
doing
31:55
that
31:56
anymore.
31:56
I
31:56
don't
31:57
care.
31:57
And
31:57
so
31:58
that,
31:58
that's
31:58
cool.
31:59
I
31:59
like
31:59
it.
31:59
I
31:59
like
31:59
it.
32:00
All
32:00
right,
32:00
we'll
32:00
see
32:00
how
32:00
it
32:00
goes.
32:01
Could
32:01
be
32:01
a
32:01
big
32:01
fanboy
32:02
coming
32:02
up
32:02
here,
32:02
Anne.
32:04
He
32:05
could
32:05
be
32:05
CEO
32:05
of
32:06
the
32:06
year.
32:06
Doug
32:06
McMillan.
32:07
You
32:07
may.
32:07
No,
32:08
never,
32:08
Never,
32:08
never,
32:09
never.
32:09
That's
32:09
never
32:10
happening.
32:10
And
32:10
that's
32:11
never
32:11
going
32:11
to
32:11
happen.
32:12
Never
32:12
going
32:12
to
32:12
happen
32:14
in
32:14
my
32:14
book.
32:14
And.
32:15
Okay,
32:16
all
32:16
right,
32:16
let's
32:17
get.
32:17
Let's
32:17
go
32:17
to
32:17
the
32:17
lightning
32:18
round.
32:18
Chris,
32:19
as
32:19
we
32:19
mentioned,
32:20
as
32:20
of
32:21
tomorrow,
32:21
Starbucks
32:22
is
32:22
eliminating
32:22
the
32:23
extra
32:23
charge
32:23
for
32:23
milk
32:24
alternatives,
32:25
which
32:25
will
32:25
cost
32:25
the
32:26
coffee
32:26
giant
32:26
an
32:26
estimated
32:27
$1
32:28
billion
32:28
a
32:28
year
32:29
and
32:29
save
32:30
its
32:30
customers
32:31
10%
32:31
off
32:31
their
32:31
drinks.
32:32
What
32:32
non
32:32
dairy
32:33
drink
32:33
will
32:33
you
32:33
be
32:33
getting
32:34
to
32:34
celebrate
32:35
it?
32:35
Ooh,
32:36
and
32:36
easy,
32:36
easy,
32:37
easy.
32:37
Iced
32:38
coffee.
32:38
Grande
32:39
iced
32:39
coffee
32:40
with
32:41
a
32:41
splash
32:42
of
32:42
coconut
32:42
milk.
32:42
That's
32:43
what
32:43
I'm
32:43
gonna
32:43
do.
32:43
I'm
32:43
gonna
32:43
put
32:43
a
32:44
splash
32:44
of
32:44
coconut
32:45
milk.
32:45
So
32:45
you're
32:45
not
32:45
even
32:46
gonna
32:46
make
32:46
the
32:46
barista
32:47
put
32:47
the
32:48
non
32:48
dairy
32:48
milk
32:49
in.
32:49
You're
32:49
gonna
32:49
do
32:49
it.
32:50
Splash
32:50
the
32:51
coconut.
32:51
And
32:51
splash
32:52
the
32:52
coconut.
32:53
That's
32:53
what
32:53
I'm
32:53
gonna
32:53
do
32:54
myself
32:54
at
32:55
the
32:55
condiment
32:55
bar.
32:56
Yes.
32:56
And,
32:57
and
32:57
probably
32:57
make
32:57
a
32:57
huge
32:58
mess
32:58
because,
32:59
you
32:59
know,
32:59
I
32:59
have
32:59
a
32:59
history
32:59
of
32:59
spilling
33:00
coffee
33:00
everywhere
33:01
I
33:01
go,
33:01
especially
33:01
on
33:02
expensive
33:02
rugs
33:03
at
33:03
Friends
33:03
of
33:03
Ours
33:03
Place
33:04
of
33:04
business.
33:04
All
33:05
right,
33:05
Topps,
33:05
the
33:05
famed
33:06
baseball
33:06
card
33:06
maker
33:07
is
33:07
partnering
33:08
with
33:08
the
33:08
Westminster
33:08
Kennel
33:09
Club
33:09
to
33:09
release
33:09
a
33:09
line
33:10
of
33:10
cards
33:10
named
33:11
Stars
33:11
of
33:12
the
33:12
show,
33:12
which
33:12
feature
33:13
champion
33:14
pooches
33:15
from
33:15
the
33:15
names
33:16
of.
33:16
With
33:16
the
33:16
names
33:17
of,
33:17
like,
33:18
Sage
33:18
the
33:18
Miniature
33:19
Poodle
33:19
to
33:20
Trumpet
33:20
the
33:20
Blood.
33:21
Those
33:21
are
33:21
real
33:21
names.
33:22
And
33:23
what
33:23
breed
33:23
of
33:23
pooch
33:24
would
33:24
you
33:24
most
33:24
want
33:25
in
33:25
the
33:25
first
33:25
pack
33:25
of
33:26
Stars
33:26
of
33:26
the
33:26
show
33:27
that
33:27
you
33:27
opened?
33:29
Okay,
33:29
I
33:30
guess
33:31
a
33:31
mini
33:32
Goldendoodle,
33:33
like
33:33
for
33:33
my
33:34
little
33:34
kid
33:34
who
33:35
loves,
33:35
like,
33:35
he'll
33:36
probably
33:36
be.
33:36
We're
33:37
gonna
33:37
have
33:37
so
33:37
many
33:37
of
33:37
these
33:38
dog
33:39
baseball
33:39
cards
33:39
in
33:40
our
33:40
lives
33:40
in
33:40
no
33:40
time.
33:41
I
33:41
just
33:41
know
33:41
it.
33:42
He
33:42
loves
33:42
so
33:43
much.
33:43
So
33:43
what.
33:44
What
33:44
would
33:44
said
33:44
name
33:44
of
33:45
mini
33:46
Golden
33:46
Doodle
33:47
be?
33:47
And
33:47
do
33:47
you
33:47
have
33:48
that
33:48
picked
33:48
out
33:48
yet
33:48
as
33:48
well?
33:49
I'm
33:49
curious.
33:49
I
33:49
don't
33:50
want
33:50
to
33:50
put
33:50
you
33:50
on
33:50
the
33:50
spot,
33:51
but
33:51
I
33:51
Feel
33:51
like
33:51
it's
33:51
an
33:51
appropriate
33:52
question,
33:52
dog
33:54
dawg.
33:55
All
33:55
right.
33:56
Yes,
33:57
yes.
33:57
Yeah,
33:58
that
33:58
actually
33:58
makes
33:58
sense.
33:59
I
33:59
like
33:59
that.
33:59
I
33:59
like
33:59
that
33:59
for
33:59
you.
34:00
Oh,
34:00
God.
34:01
All
34:01
right,
34:01
Chris.
34:02
Last
34:02
weekend's
34:02
SNL
34:03
featured
34:04
Pete
34:04
Davidson
34:05
purchasing
34:05
a
34:05
questionable
34:06
gallon
34:06
of
34:06
milk
34:07
set
34:07
in
34:07
a
34:07
cooler
34:08
among
34:08
room
34:08
temperature.
34:09
Any
34:09
drinks?
34:10
Energy
34:10
drinks
34:10
from
34:11
the
34:11
Duane
34:11
Reed
34:12
at
34:12
the
34:12
Port
34:12
Authority
34:13
Bus
34:13
Station.
34:13
Chris,
34:14
what
34:14
is
34:15
the
34:15
Chris
34:15
Walton
34:16
equivalent
34:16
of
34:16
buying
34:17
milk
34:17
from
34:17
the
34:17
Duane
34:18
Read
34:18
at
34:18
the
34:18
Port
34:18
Authority
34:19
Bus
34:19
station?
34:20
Oh,
34:21
my
34:21
God.
34:21
Oh,
34:22
this
34:22
one's
34:22
so
34:22
easy
34:22
for
34:23
me.
34:23
And
34:23
I
34:24
once
34:24
bought
34:24
a
34:24
hot
34:25
dog
34:25
off
34:25
a
34:25
roller
34:26
from
34:26
the
34:26
downtown
34:27
Minneapolis
34:28
target
34:28
at
34:28
like
34:28
2:30
34:29
in
34:29
the
34:29
afternoon.
34:30
Oh,
34:30
I
34:31
did
34:31
it
34:31
once
34:32
and
34:32
I
34:32
will
34:32
never,
34:33
ever
34:33
do
34:33
it
34:33
again.
34:34
In
34:34
fact,
34:34
Anne,
34:34
I
34:35
will
34:35
never
34:35
eat
34:35
a
34:35
hot
34:36
dog
34:36
again.
34:36
I
34:36
swear
34:37
to
34:37
God.
34:37
I've
34:37
not
34:37
had
34:37
a
34:38
hot
34:38
dog
34:38
since.
34:39
I
34:39
will
34:39
not
34:39
eat
34:39
hot
34:39
dogs.
34:40
Why?
34:40
Why
34:40
did
34:41
you
34:41
eat
34:41
it?
34:41
Why
34:41
would
34:42
you
34:42
choose
34:42
that?
34:43
You're.
34:43
I.
34:43
Was
34:43
there
34:44
another
34:44
option?
34:45
I
34:45
was
34:45
craving
34:46
hot
34:46
dogs
34:46
for
34:46
some
34:47
weird
34:47
reason
34:48
because
34:48
I
34:48
don't
34:48
even
34:48
generally
34:48
like
34:49
hot
34:49
dogs,
34:49
but
34:49
I
34:49
was
34:49
craving
34:49
it.
34:50
Yeah.
34:50
So
34:51
I
34:51
knew
34:51
where
34:51
I
34:51
could
34:51
get
34:51
when
34:51
I
34:52
was
34:52
working
34:52
downtown
34:53
on
34:53
a
34:53
Saturday,
34:53
which
34:54
tells
34:54
you
34:54
a
34:54
little
34:54
bit
34:54
about
34:55
me
34:55
and
34:55
my
34:55
personality.
34:56
And
34:56
I
34:56
decided
34:57
to
34:57
go
34:57
get
34:57
a
34:57
hot
34:57
dog
34:58
off
34:58
the
34:58
roller
34:58
and.
34:59
Yeah,
35:00
no,
35:00
I
35:01
can
35:01
never,
35:01
ever,
35:02
ever
35:03
go
35:03
back.
35:03
And
35:04
it
35:04
was.
35:04
It
35:04
was
35:05
not
35:05
a
35:05
good
35:05
experience.
35:05
So
35:06
that
35:06
is
35:06
my.
35:06
That
35:07
is
35:07
my
35:07
buying
35:08
milk
35:09
from
35:09
the
35:09
Duane
35:10
Reade
35:10
at
35:10
the
35:10
Port
35:10
Authority
35:11
Bus
35:11
Station
35:12
analogy.
35:12
No,
35:13
thank
35:13
you.
35:14
I
35:14
know,
35:14
right?
35:15
All
35:15
right,
35:15
last
35:15
one.
35:16
A
35:16
new
35:16
Oregon
35:17
Trail
35:17
action
35:18
comedy
35:18
movie
35:19
is
35:19
in
35:19
development
35:20
at
35:20
Apple.
35:21
And
35:21
I
35:21
don't.
35:22
Did
35:22
you
35:22
play
35:22
Oregon
35:22
Trail?
35:23
And
35:23
I'm
35:23
curious,
35:23
what
35:23
was
35:24
your
35:24
favorite
35:24
part
35:24
about
35:25
playing
35:25
it
35:25
as
35:25
a
35:26
kid?
35:27
I
35:28
was
35:28
just.
35:28
When
35:29
I
35:29
was
35:29
like.
35:30
If
35:30
I
35:31
think
35:31
about
35:31
Oregon
35:31
Trail,
35:32
I
35:32
remember
35:32
like
35:32
the
35:33
beep,
35:33
beep,
35:34
beep,
35:34
you
35:34
know,
35:34
where,
35:35
like,
35:35
your
35:35
carriage
35:35
is
35:36
slowly
35:36
on
35:36
the
35:36
green
35:37
screen,
35:37
black
35:37
and
35:38
green
35:38
screen,
35:38
like
35:39
going
35:39
into
35:39
the
35:39
river
35:40
and
35:40
then
35:41
you
35:41
are
35:41
dead.
35:42
You've
35:42
drowned.
35:43
This
35:43
is
35:43
over
35:43
the
35:43
river.
35:43
Yeah,
35:44
that
35:44
was
35:44
the
35:44
part
35:44
I
35:44
remember
35:45
too,
35:45
the
35:45
river
35:45
part.
35:46
Like
35:46
when
35:46
you're
35:46
fording
35:47
the
35:47
stream,
35:47
right?
35:47
That's
35:48
what,
35:48
like.
35:48
Yeah,
35:48
yeah.
35:49
So
35:49
you
35:49
have
35:49
to
35:49
be
35:49
like,
35:50
what
35:50
are
35:50
you
35:50
gonna
35:50
get
35:50
rid
35:51
of
35:51
in
35:51
your
35:52
cart?
35:52
What
35:52
are
35:52
you
35:52
gonna
35:53
leave
35:53
behind?
35:53
What
35:54
animals
35:54
are
35:54
you
35:54
gonna
35:54
leave
35:54
behind
35:55
so
35:55
that
35:55
you
35:55
can
35:55
float
35:56
across
35:56
the
35:56
stream
35:57
and
35:57
we
35:57
always
35:57
drown.
35:58
Yeah,
35:58
that.
35:59
That
35:59
and
35:59
dysentery.
36:00
The
36:00
second
36:00
dysentery
36:01
drop
36:01
of
36:01
the
36:01
show,
36:01
Ed.
36:02
That
36:02
was
36:02
the
36:02
other
36:02
thing
36:02
I
36:02
remember.
36:03
I
36:03
always
36:03
died
36:03
of
36:04
dysentery,
36:04
you
36:04
know,
36:05
and.
36:05
And
36:06
had
36:06
to
36:06
go
36:06
out
36:06
hunting
36:07
and
36:07
shooting
36:07
little
36:07
squirrels.
36:08
And
36:08
stuff.
36:08
I
36:08
think
36:09
that's
36:09
what.
36:09
Now
36:09
we
36:09
know
36:09
what
36:10
dysentery
36:10
is.
36:10
You
36:11
know,
36:11
we
36:11
can
36:11
thank
36:11
Oregon
36:12
Trail
36:12
in
36:12
our
36:12
childhood
36:13
for
36:13
that,
36:13
right?
36:14
Yes.
36:14
And
36:14
it's
36:14
really
36:15
the
36:15
only
36:15
time
36:15
I
36:15
ever
36:16
use
36:16
that
36:16
word,
36:16
so
36:16
it's
36:17
probably
36:17
why
36:17
it
36:17
was
36:17
top
36:17
of
36:17
mind
36:18
before.
36:18
All
36:19
right,
36:19
happy
36:19
birthday
36:20
today
36:20
to
36:20
Emma
36:20
Stone,
36:21
Ethan
36:21
Hawke,
36:22
and
36:22
to
36:22
the
36:22
most
36:22
miscast
36:23
movie
36:24
athlete
36:24
of
36:24
all
36:24
time,
36:25
Wiley
36:25
Wiggins
36:26
of
36:26
Dazed
36:27
and
36:27
Confused.
36:27
Do
36:27
you
36:27
remember
36:28
him
36:28
from
36:28
Dazed
36:28
and
36:28
Confused?
36:29
Yes,
36:30
I
36:30
do.
36:30
Oh
36:31
my
36:31
God,
36:31
you
36:31
do.
36:31
Wow.
36:32
All
36:32
right.
36:32
I
36:32
remember.
36:33
If
36:33
you
36:33
could
36:33
only
36:33
read
36:33
or
36:34
listen
36:34
to.
36:34
I
36:34
didn't
36:34
know
36:34
Wiley
36:35
Wiggins,
36:36
but
36:36
Wiley
36:37
Wiggins.
36:37
Yeah,
36:38
yeah.
36:38
But
36:38
Daisy,
36:39
what's
36:39
his
36:39
name?
36:41
Was
36:41
it
36:41
Mitch?
36:42
Feel
36:42
like
36:42
his
36:43
Mitch?
36:43
I
36:43
don't
36:44
know.
36:44
I
36:44
gotta
36:44
look
36:44
that
36:45
up.
36:45
Stay
36:46
tuned,
36:46
Omnitalk
36:46
fans.
36:47
I
36:47
will
36:47
follow
36:47
up
36:47
with
36:47
that.
36:48
And
36:48
remember,
36:48
if
36:48
you
36:48
can
36:48
only
36:49
read
36:49
or
36:49
listen
36:49
to
36:49
one
36:49
retail
36:50
blog
36:50
in
36:50
the
36:50
business,
36:51
make
36:51
it
36:51
Omnitalk
36:51
only
36:52
retail
36:52
media
36:52
outlet
36:53
run
36:53
by
36:53
two
36:53
former
36:54
executives
36:54
from
36:54
a
36:54
current
36:55
top
36:55
10
36:55
US
36:55
retailer.
36:56
Our
36:56
Fast
36:57
Five
36:57
podcast
36:57
is
36:57
the
36:58
quickest,
36:58
fastest
36:58
rundown
36:59
of
36:59
all
36:59
the
36:59
week's
36:59
top
36:59
news
37:00
in
37:00
our
37:00
daily
37:01
newsletter.
37:01
The
37:01
Retail
37:01
Daily
37:02
Minute
37:02
tells
37:02
you
37:03
all
37:03
you
37:03
need
37:03
to
37:03
know
37:03
each
37:03
day
37:04
to
37:04
stay
37:04
on
37:04
top
37:05
of
37:05
your
37:05
game
37:05
as
37:05
a
37:05
retail
37:06
executive
37:06
and
37:06
also
37:07
regularly
37:07
features
37:08
special
37:08
content
37:08
that
37:08
is
37:09
exclusive
37:09
to
37:09
us
37:10
and
37:10
that
37:10
Ann
37:10
and
37:10
I
37:11
take
37:11
great
37:11
pride
37:12
in
37:12
doing
37:12
just
37:13
for
37:13
you.
37:13
Thanks
37:13
as
37:13
always
37:14
for
37:14
listening
37:14
in.
37:14
Please
37:14
remember
37:15
to
37:15
like
37:15
and
37:15
leave
37:15
us
37:15
a
37:15
review
37:16
wherever
37:16
you
37:16
happen
37:16
to
37:17
listen
37:17
to
37:17
your
37:17
podcast
37:18
or
37:18
on
37:18
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37:19
You
37:19
can
37:19
follow
37:20
us
37:20
today
37:20
by
37:21
simply
37:21
going
37:21
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37:22
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37:22
omnietalkretail
37:24
and
37:24
watching
37:24
us
37:24
on
37:25
video
37:25
is
37:26
the
37:26
best
37:26
way
37:27
to
37:27
understand
37:28
the
37:28
dynamic
37:28
and
37:29
divide
37:29
between
37:29
Ann
37:30
and
37:30
myself.
37:31
So
37:31
until
37:32
next
37:32
week,
37:32
on
37:32
behalf
37:33
of
37:33
all
37:33
of
37:33
us
37:34
at
37:34
Omnitalk
37:34
Retail,
37:35
on
37:35
behalf
37:35
of
37:35
Ann
37:36
and
37:36
myself,
37:37
as
37:37
always,
37:38
be
37:38
careful
37:38
out
37:39
there.