Latest / Omni Talk Retail / Denise Incandela on Transforming Walmart Fashion with AI and Private Brands | eTail West 2026

Transcript

Denise Incandela on Transforming Walmart Fashion with AI and Private Brands | eTail West 2026 · Omni Talk Retail

• 0:00
  Hello,
• 0:01
  welcome
• 0:01
  to
• 0:02
  beautiful
• 0:02
  Palm
• 0:03
  Springs.
• 0:04
  This
• 0:04
  is
• 0:04
  Anne
• 0:05
  Mazinga.
• 0:06
  We're
• 0:06
  here,
• 0:06
  it's
• 0:06
  Omnitalk
• 0:07
  Retail
• 0:07
  and
• 0:08
  we
• 0:08
  are
• 0:09
  live
• 0:09
  today
• 0:10
  from
• 0:10
  Etail
• 0:11
  with
• 0:11
  one
• 0:12
  of
• 0:12
  my
• 0:12
  favorite
• 0:12
  guests
• 0:13
  who
• 0:13
  I
• 0:13
  get
• 0:13
  to
• 0:13
  go
• 0:13
  on
• 0:13
  stage
• 0:14
  with
• 0:14
  in
• 0:14
  a
• 0:14
  little
• 0:14
  while.
• 0:15
  We
• 0:15
  have
• 0:15
  Walmart's
• 0:16
  fashion
• 0:17
  EVP
• 0:18
  Denise
• 0:18
  and
• 0:18
  Candela.
• 0:19
  Denise,
• 0:19
  thank
• 0:20
  you
• 0:20
  so
• 0:20
  much
• 0:20
  for
• 0:20
  taking
• 0:21
  time.
• 0:21
  Thank
• 0:21
  you
• 0:21
  for
• 0:21
  having
• 0:21
  me.
• 0:22
  Yes,
• 0:22
  yes.
• 0:23
  Well,
• 0:23
  before
• 0:23
  we
• 0:23
  get
• 0:23
  started,
• 0:24
  I
• 0:24
  want
• 0:24
  to
• 0:24
  give
• 0:24
  a
• 0:24
  quick
• 0:24
  shout
• 0:25
  out
• 0:25
  and
• 0:25
  thank
• 0:25
  you
• 0:25
  to
• 0:25
  Net
• 0:26
  Elixir,
• 0:26
  the
• 0:26
  AI
• 0:27
  powered
• 0:27
  growth
• 0:27
  engine
• 0:28
  and
• 0:28
  behind
• 0:29
  mid
• 0:29
  sized
• 0:29
  E
• 0:30
  commerce
• 0:30
  brand
• 0:31
  growth
• 0:31
  for
• 0:31
  over
• 0:31
  22
• 0:32
  years.
• 0:33
  Thank
• 0:33
  you
• 0:33
  Net
• 0:34
  Elixir
• 0:34
  for
• 0:34
  helping
• 0:34
  us
• 0:35
  bring
• 0:35
  you
• 0:35
  all
• 0:35
  of
• 0:36
  our
• 0:36
  coverage
• 0:36
  here
• 0:36
  from
• 0:37
  Etail
• 0:37
  Palm
• 0:37
  Springs.
• 0:38
  All
• 0:38
  right,
• 0:38
  so
• 0:39
  Denise,
• 0:39
  let's
• 0:39
  get
• 0:40
  started.
• 0:40
  If
• 0:40
  somebody's
• 0:41
  been
• 0:41
  living
• 0:41
  under
• 0:41
  a
• 0:42
  rock
• 0:42
  and
• 0:42
  they
• 0:42
  have
• 0:42
  not
• 0:42
  seen
• 0:43
  our
• 0:43
  coverage
• 0:43
  or
• 0:44
  interview,
• 0:44
  I
• 0:45
  mean,
• 0:45
  you
• 0:46
  know,
• 0:46
  that's
• 0:46
  a
• 0:46
  really
• 0:46
  good
• 0:46
  question.
• 0:47
  Like
• 0:48
  everyone
• 0:48
  watches
• 0:48
  you,
• 0:49
  Ann.
• 0:49
  Yeah,
• 0:49
  right.
• 0:50
  Oh,
• 0:50
  that's
• 0:50
  not
• 0:50
  what
• 0:51
  I
• 0:51
  meant.
• 0:51
  I
• 0:51
  meant
• 0:51
  like
• 0:52
  living
• 0:52
  under
• 0:52
  an
• 0:52
  actual
• 0:53
  rock.
• 0:53
  Like
• 0:53
  what
• 0:53
  would
• 0:54
  happen?
• 0:54
  Okay,
• 0:55
  so
• 0:55
  just
• 0:55
  let's
• 0:56
  give
• 0:56
  a
• 0:56
  quick
• 0:56
  introduction
• 0:57
  for
• 0:57
  those
• 0:57
  who
• 0:57
  are
• 0:57
  meeting
• 0:57
  you
• 0:58
  for
• 0:58
  the
• 0:58
  first
• 0:58
  time.
• 0:59
  Okay.
• 0:59
  I'm
• 1:00
  Denise
• 1:00
  and
• 1:00
  Candela.
• 1:01
  I
• 1:01
  oversee
• 1:01
  the
• 1:01
  fashion
• 1:02
  division
• 1:02
  at
• 1:02
  Walmart.
• 1:05
  I
• 1:06
  joined
• 1:07
  seven
• 1:07
  years
• 1:07
  ago.
• 1:08
  Before
• 1:08
  that
• 1:08
  I
• 1:09
  spent
• 1:09
  20
• 1:09
  years
• 1:09
  in
• 1:10
  luxury.
• 1:10
  And
• 1:11
  we've
• 1:11
  been
• 1:11
  on
• 1:12
  this
• 1:12
  transformation
• 1:12
  journey
• 1:13
  which
• 1:13
  has
• 1:14
  been
• 1:14
  a
• 1:14
  lot
• 1:14
  of
• 1:15
  fun
• 1:15
  and
• 1:16
  presenting
• 1:16
  extraordinary
• 1:17
  results.
• 1:17
  So
• 1:18
  really
• 1:18
  happy
• 1:18
  to
• 1:18
  be
• 1:19
  here
• 1:19
  and
• 1:19
  talk
• 1:19
  about
• 1:19
  it,
• 1:20
  I
• 1:20
  would
• 1:20
  say.
• 1:20
  So
• 1:20
  I've
• 1:21
  been
• 1:21
  able
• 1:21
  to
• 1:21
  watch
• 1:21
  you.
• 1:21
  I've
• 1:22
  been
• 1:22
  so
• 1:22
  fortunate
• 1:22
  to
• 1:22
  see
• 1:23
  all
• 1:23
  the
• 1:23
  progression
• 1:24
  that
• 1:24
  you've
• 1:24
  made
• 1:24
  since
• 1:25
  you
• 1:25
  joined
• 1:25
  Walmart's
• 1:26
  fashion
• 1:26
  fashion
• 1:26
  division.
• 1:28
  What
• 1:28
  would
• 1:28
  you
• 1:28
  say
• 1:29
  like
• 1:30
  describe
• 1:30
  Walmart
• 1:31
  fashion
• 1:31
  today?
• 1:31
  What
• 1:32
  does
• 1:32
  it
• 1:32
  look
• 1:32
  like?
• 1:33
  And
• 1:33
  maybe
• 1:33
  a
• 1:33
  little
• 1:33
  bit
• 1:34
  about
• 1:34
  where
• 1:34
  it
• 1:34
  started
• 1:35
  and
• 1:35
  kind
• 1:35
  of
• 1:36
  where
• 1:36
  you
• 1:36
  are
• 1:36
  now.
• 1:37
  I'll
• 1:37
  start
• 1:37
  with
• 1:37
  where
• 1:37
  we
• 1:38
  started.
• 1:38
  So
• 1:38
  we
• 1:38
  started
• 1:39
  in,
• 1:39
  we
• 1:39
  were
• 1:40
  the
• 1:40
  number
• 1:40
  one
• 1:41
  fashion
• 1:42
  and
• 1:42
  or
• 1:42
  apparel
• 1:43
  business
• 1:43
  in
• 1:43
  the
• 1:44
  country.
• 1:44
  We
• 1:44
  were
• 1:45
  primarily
• 1:45
  driven
• 1:46
  by
• 1:46
  socks,
• 1:47
  underwear,
• 1:47
  denim
• 1:48
  and
• 1:48
  tees.
• 1:48
  Big
• 1:49
  business,
• 1:49
  big
• 1:49
  item
• 1:50
  driven
• 1:50
  business.
• 1:51
  That's
• 1:51
  what
• 1:51
  we
• 1:51
  were
• 1:52
  need
• 1:52
  those
• 1:52
  things.
• 1:53
  Yes.
• 1:53
  And
• 1:53
  we
• 1:53
  still
• 1:54
  need
• 1:54
  those
• 1:54
  things.
• 1:54
  But
• 1:55
  what
• 1:55
  we
• 1:55
  decided
• 1:56
  five
• 1:56
  years
• 1:56
  ago
• 1:57
  when
• 1:57
  I
• 1:57
  took
• 1:57
  this
• 1:58
  role
• 1:58
  overseeing
• 1:59
  both
• 1:59
  stores
• 1:59
  and
• 1:59
  E
• 2:00
  Commerce
• 2:00
  was
• 2:01
  that
• 2:01
  we
• 2:01
  wanted
• 2:02
  to
• 2:02
  be
• 2:02
  more
• 2:02
  and
• 2:03
  support
• 2:03
  more
• 2:03
  of
• 2:03
  our
• 2:04
  customer's
• 2:04
  closet.
• 2:05
  And
• 2:05
  we
• 2:05
  realized
• 2:06
  that
• 2:06
  our
• 2:07
  customers
• 2:07
  spending
• 2:08
  in
• 2:08
  higher
• 2:08
  average
• 2:08
  unit
• 2:09
  retails
• 2:09
  than
• 2:10
  we
• 2:10
  were
• 2:10
  offering,
• 2:10
  we
• 2:11
  were
• 2:11
  offering
• 2:11
  the
• 2:11
  base
• 2:12
  of
• 2:12
  her
• 2:12
  closet
• 2:13
  and
• 2:13
  that
• 2:13
  we
• 2:13
  wanted
• 2:14
  to
• 2:14
  do
• 2:14
  more.
• 2:14
  So
• 2:15
  we've
• 2:15
  been
• 2:15
  on
• 2:15
  this
• 2:15
  journey
• 2:16
  since
• 2:16
  then
• 2:16
  to
• 2:17
  bring
• 2:17
  in
• 2:17
  national
• 2:18
  brands,
• 2:18
  modernize
• 2:19
  and
• 2:19
  build
• 2:20
  our
• 2:20
  own
• 2:20
  private
• 2:20
  brands.
• 2:21
  They
• 2:22
  think
• 2:22
  about
• 2:22
  the
• 2:22
  white
• 2:22
  space
• 2:22
  in
• 2:23
  the
• 2:23
  market
• 2:23
  and
• 2:23
  build
• 2:24
  These
• 2:24
  elevated
• 2:24
  brands
• 2:25
  to
• 2:26
  better
• 2:26
  service
• 2:26
  our
• 2:27
  customer
• 2:28
  and
• 2:28
  have
• 2:29
  been
• 2:29
  having
• 2:29
  a
• 2:29
  lot
• 2:29
  of
• 2:29
  fun.
• 2:30
  And
• 2:30
  at
• 2:30
  the
• 2:30
  same
• 2:30
  time,
• 2:30
  while
• 2:31
  we've
• 2:31
  been
• 2:31
  changing
• 2:31
  the
• 2:31
  assortment,
• 2:32
  we've
• 2:33
  been
• 2:33
  overhauling
• 2:33
  our
• 2:33
  shopping
• 2:34
  experience
• 2:35
  and
• 2:35
  working
• 2:35
  to
• 2:36
  change
• 2:36
  perception
• 2:37
  and
• 2:37
  broaden
• 2:37
  our
• 2:38
  customer
• 2:38
  reach
• 2:38
  with
• 2:38
  influencers
• 2:39
  and
• 2:40
  pop
• 2:40
  ups
• 2:40
  and
• 2:40
  all
• 2:40
  this
• 2:41
  fun
• 2:41
  stuff.
• 2:41
  Yes.
• 2:42
  All
• 2:42
  of
• 2:42
  which
• 2:42
  I've
• 2:43
  been
• 2:43
  blown
• 2:43
  away
• 2:44
  by
• 2:44
  every
• 2:44
  time
• 2:44
  I
• 2:44
  went
• 2:45
  to
• 2:45
  the
• 2:45
  New
• 2:45
  York
• 2:45
  Fashion
• 2:46
  Week
• 2:46
  pop
• 2:46
  up.
• 2:46
  And
• 2:47
  I've
• 2:47
  been
• 2:47
  watching
• 2:48
  the.
• 2:48
  If
• 2:48
  you
• 2:49
  haven't
• 2:49
  been
• 2:49
  watching
• 2:49
  Walmart
• 2:50
  fashion
• 2:50
  on
• 2:50
  social,
• 2:51
  you
• 2:51
  must
• 2:51
  must
• 2:52
  start
• 2:52
  following
• 2:52
  it.
• 2:54
  One
• 2:54
  of
• 2:54
  the
• 2:54
  reasons
• 2:55
  is
• 2:55
  because
• 2:55
  of
• 2:55
  the
• 2:55
  private
• 2:55
  brands.
• 2:56
  I
• 2:56
  want
• 2:57
  you
• 2:57
  to
• 2:57
  talk
• 2:57
  a
• 2:57
  little
• 2:57
  bit,
• 2:57
  Denise,
• 2:58
  about
• 2:58
  how
• 2:59
  private
• 2:59
  brands
• 3:00
  have
• 3:00
  really
• 3:00
  been
• 3:00
  helping
• 3:01
  catapult
• 3:02
  Walmart
• 3:02
  into
• 3:03
  this
• 3:03
  new
• 3:04
  fashion
• 3:04
  destination.
• 3:05
  Yeah.
• 3:05
  So
• 3:06
  our
• 3:06
  private
• 3:06
  brands,
• 3:07
  huge
• 3:08
  portfolio.
• 3:09
  We
• 3:09
  have
• 3:09
  six
• 3:10
  brands,
• 3:11
  1
• 3:11
  billion
• 3:11
  and
• 3:11
  bigger,
• 3:12
  four
• 3:12
  of
• 3:13
  those
• 3:13
  brands,
• 3:13
  2
• 3:14
  billion
• 3:14
  and
• 3:14
  bigger.
• 3:15
  But
• 3:16
  many
• 3:16
  of
• 3:16
  those
• 3:16
  brands
• 3:17
  hadn't
• 3:17
  been
• 3:18
  touched
• 3:18
  in
• 3:18
  20,
• 3:19
  30,
• 3:19
  40
• 3:19
  years.
• 3:20
  And
• 3:21
  so
• 3:21
  we've
• 3:21
  been
• 3:21
  on
• 3:21
  this
• 3:22
  journey
• 3:22
  to
• 3:23
  modernize,
• 3:24
  elevate,
• 3:25
  improve
• 3:25
  the
• 3:25
  esthetic,
• 3:26
  improve
• 3:26
  the
• 3:26
  quality,
• 3:27
  launch
• 3:28
  new
• 3:28
  brands
• 3:28
  like
• 3:29
  Free
• 3:29
  assembly
• 3:31
  to
• 3:31
  address
• 3:32
  like
• 3:32
  $15
• 3:33
  to
• 3:33
  $40
• 3:34
  average
• 3:34
  unit
• 3:34
  retails,
• 3:35
  where
• 3:35
  frankly
• 3:36
  we
• 3:36
  think
• 3:36
  there
• 3:36
  wasn't
• 3:37
  a
• 3:37
  lot
• 3:37
  of
• 3:37
  opportunity
• 3:38
  in
• 3:38
  the
• 3:38
  market
• 3:38
  for
• 3:39
  customers
• 3:39
  to
• 3:39
  buy
• 3:39
  at
• 3:40
  those
• 3:40
  price
• 3:40
  points.
• 3:40
  Right.
• 3:42
  And
• 3:42
  we
• 3:42
  brought
• 3:42
  in
• 3:43
  design
• 3:43
  teams
• 3:43
  and
• 3:44
  said
• 3:44
  we're
• 3:44
  going
• 3:44
  to
• 3:44
  go
• 3:44
  from
• 3:45
  labels,
• 3:45
  which
• 3:45
  is
• 3:46
  what
• 3:46
  we
• 3:46
  largely
• 3:46
  were,
• 3:47
  to
• 3:48
  full
• 3:48
  brands
• 3:49
  with
• 3:49
  a
• 3:49
  DNA
• 3:50
  reason
• 3:50
  for
• 3:51
  being
• 3:52
  target
• 3:53
  customer
• 3:53
  and
• 3:55
  have
• 3:56
  modernized.
• 3:56
  We've
• 3:57
  relaunched
• 3:57
  10
• 3:58
  brands
• 3:58
  over
• 3:58
  the
• 3:59
  last
• 3:59
  five
• 3:59
  years.
• 4:00
  We've
• 4:00
  sunsetted
• 4:01
  brands
• 4:02
  like
• 4:02
  Secret
• 4:03
  Treasures,
• 4:03
  which
• 4:04
  was
• 4:04
  intimate
• 4:04
  brand.
• 4:06
  You
• 4:06
  can
• 4:06
  understand
• 4:06
  why
• 4:07
  RIP
• 4:07
  Secret
• 4:07
  Treasures.
• 4:09
  Secret
• 4:09
  Treasures
• 4:10
  does
• 4:10
  not
• 4:10
  make
• 4:10
  sense
• 4:11
  as
• 4:11
  an
• 4:11
  intimates
• 4:11
  brand
• 4:12
  in
• 4:12
  2026.
• 4:13
  So
• 4:13
  now
• 4:14
  we
• 4:14
  have
• 4:14
  Joy
• 4:14
  spun,
• 4:14
  which
• 4:15
  is
• 4:15
  extraordinary.
• 4:15
  It
• 4:16
  was
• 4:16
  a
• 4:16
  $1
• 4:16
  billion
• 4:17
  brand
• 4:17
  and
• 4:18
  we
• 4:18
  relaunched
• 4:19
  new
• 4:19
  name,
• 4:19
  new
• 4:20
  aesthetic,
• 4:20
  better
• 4:21
  quality,
• 4:21
  better
• 4:21
  everything.
• 4:22
  And
• 4:22
  it's
• 4:23
  been
• 4:23
  a
• 4:23
  tremendous
• 4:23
  hit.
• 4:24
  We've
• 4:25
  relaunched
• 4:25
  brands
• 4:26
  like
• 4:26
  no
• 4:26
  boundaries,
• 4:27
  $2
• 4:27
  billion
• 4:28
  brands
• 4:29
  and
• 4:29
  modernized
• 4:30
  them
• 4:30
  and
• 4:30
  brought
• 4:31
  in
• 4:31
  design
• 4:31
  teams.
• 4:32
  You
• 4:32
  know,
• 4:32
  no
• 4:33
  Boundaries
• 4:33
  is
• 4:33
  a
• 4:35
  young
• 4:35
  adult
• 4:35
  brand
• 4:36
  that
• 4:36
  the
• 4:36
  average
• 4:36
  customer
• 4:37
  was
• 4:37
  55
• 4:37
  plus,
• 4:38
  you
• 4:38
  know,
• 4:38
  so
• 4:39
  like
• 4:39
  we
• 4:39
  were
• 4:39
  just
• 4:39
  kind
• 4:39
  of
• 4:40
  missing
• 4:40
  the
• 4:40
  mark.
• 4:40
  And
• 4:41
  now
• 4:41
  we
• 4:41
  have
• 4:42
  a
• 4:42
  young
• 4:42
  adult
• 4:42
  brand,
• 4:43
  no
• 4:43
  Boundaries,
• 4:44
  but
• 4:44
  with
• 4:44
  different
• 4:44
  logo,
• 4:45
  different
• 4:45
  aesthetic,
• 4:46
  targeted
• 4:46
  to
• 4:47
  a
• 4:47
  Gen
• 4:47
  Z
• 4:47
  using
• 4:48
  social
• 4:48
  media,
• 4:49
  which
• 4:49
  of
• 4:49
  course
• 4:50
  is
• 4:50
  how
• 4:50
  they
• 4:50
  shop.
• 4:51
  Right.
• 4:51
  So
• 4:51
  we've
• 4:51
  been
• 4:52
  on
• 4:52
  this
• 4:52
  journey
• 4:52
  to
• 4:53
  completely
• 4:54
  modernize
• 4:54
  and
• 4:55
  elevate
• 4:56
  all
• 4:56
  of
• 4:56
  our
• 4:56
  private
• 4:57
  brands
• 4:57
  and
• 4:57
  it's
• 4:57
  been
• 4:58
  working.
• 4:58
  As
• 4:58
  a
• 4:59
  matter
• 4:59
  of
• 4:59
  fact,
• 4:59
  our
• 4:59
  private
• 4:59
  brands
• 5:00
  are
• 5:00
  growing
• 5:01
  so
• 5:01
  well.
• 5:01
  Yeah.
• 5:02
  That
• 5:02
  like
• 5:02
  originally
• 5:03
  our
• 5:03
  strategy
• 5:03
  and
• 5:04
  our
• 5:04
  still
• 5:04
  strategy
• 5:04
  is
• 5:05
  like
• 5:05
  bring
• 5:05
  the
• 5:05
  national
• 5:05
  brands
• 5:06
  in.
• 5:06
  We
• 5:06
  want
• 5:06
  the
• 5:06
  national
• 5:07
  brands
• 5:07
  that
• 5:07
  our
• 5:07
  customers
• 5:08
  covet
• 5:09
  because
• 5:10
  we
• 5:10
  have
• 5:10
  to
• 5:10
  provide
• 5:11
  them
• 5:11
  for
• 5:11
  our
• 5:11
  customers.
• 5:12
  But
• 5:12
  our
• 5:12
  private
• 5:12
  brands
• 5:13
  have
• 5:13
  been
• 5:13
  doing
• 5:13
  so
• 5:13
  well
• 5:14
  that
• 5:15
  it's
• 5:15
  been
• 5:16
  making
• 5:16
  us
• 5:16
  take
• 5:16
  pause.
• 5:17
  Well,
• 5:18
  one
• 5:18
  of
• 5:18
  the
• 5:18
  things
• 5:19
  that
• 5:19
  you
• 5:19
  mentioned
• 5:20
  today
• 5:20
  that
• 5:20
  I'd
• 5:20
  love
• 5:20
  to
• 5:20
  have
• 5:21
  you
• 5:21
  share
• 5:21
  with
• 5:21
  the
• 5:21
  audience,
• 5:21
  because
• 5:22
  I
• 5:22
  think
• 5:22
  it's
• 5:22
  a
• 5:22
  very
• 5:22
  applicable
• 5:23
  use
• 5:23
  case
• 5:24
  for
• 5:24
  AI
• 5:25
  is
• 5:25
  how
• 5:25
  you
• 5:26
  are
• 5:26
  hitting
• 5:26
  on
• 5:27
  the
• 5:27
  trends.
• 5:27
  I
• 5:27
  mean,
• 5:28
  I
• 5:28
  think
• 5:28
  that's
• 5:28
  one
• 5:29
  of
• 5:29
  the
• 5:29
  most
• 5:29
  surprising
• 5:30
  things
• 5:30
  that
• 5:30
  we're
• 5:30
  seeing
• 5:31
  is,
• 5:31
  like,
• 5:32
  the
• 5:32
  shirt
• 5:33
  that
• 5:33
  you're
• 5:33
  wearing,
• 5:33
  the
• 5:34
  blazer
• 5:34
  that
• 5:34
  I'm
• 5:34
  wearing,
• 5:34
  like,
• 5:35
  things
• 5:35
  are
• 5:36
  trend.
• 5:37
  Right.
• 5:37
  And
• 5:38
  from
• 5:39
  what
• 5:39
  I
• 5:39
  understand,
• 5:39
  that's
• 5:40
  because
• 5:40
  of
• 5:40
  how
• 5:40
  you
• 5:41
  and
• 5:41
  the
• 5:41
  team
• 5:41
  are
• 5:41
  kind
• 5:42
  of
• 5:42
  building
• 5:42
  the
• 5:42
  private
• 5:42
  brands
• 5:43
  and
• 5:44
  coming
• 5:44
  to
• 5:44
  find
• 5:44
  these
• 5:45
  trends
• 5:45
  and
• 5:45
  then
• 5:45
  execute
• 5:46
  on
• 5:46
  them.
• 5:46
  Talk
• 5:46
  a
• 5:46
  little
• 5:47
  bit
• 5:47
  about
• 5:47
  how
• 5:47
  you're
• 5:47
  using
• 5:47
  AI.
• 5:48
  No,
• 5:48
  I
• 5:48
  would
• 5:48
  say
• 5:48
  this
• 5:48
  is
• 5:49
  a
• 5:49
  superpower
• 5:50
  of
• 5:50
  Walmart.
• 5:50
  Like,
• 5:51
  one
• 5:51
  of
• 5:51
  our
• 5:51
  strengths
• 5:51
  is
• 5:52
  that
• 5:52
  we're
• 5:52
  really
• 5:52
  investing
• 5:53
  in
• 5:53
  AI
• 5:53
  and
• 5:53
  on
• 5:54
  the
• 5:54
  design
• 5:54
  side,
• 5:55
  in
• 5:55
  the
• 5:55
  fashion
• 5:55
  space,
• 5:56
  we've
• 5:56
  been
• 5:57
  leveraging
• 5:57
  AI
• 5:58
  to
• 5:58
  understand
• 6:00
  Runway
• 6:00
  shows,
• 6:01
  social
• 6:01
  media,
• 6:02
  what's
• 6:02
  popping,
• 6:03
  and
• 6:03
  then
• 6:03
  create
• 6:04
  mood
• 6:04
  boards
• 6:04
  with
• 6:05
  what's
• 6:05
  popping
• 6:05
  all
• 6:06
  throughout
• 6:06
  the
• 6:06
  world,
• 6:07
  and
• 6:07
  then
• 6:07
  actually
• 6:08
  begin
• 6:08
  the
• 6:08
  designs
• 6:09
  based
• 6:10
  on
• 6:10
  that.
• 6:10
  And
• 6:11
  so
• 6:11
  AI
• 6:12
  has,
• 6:12
  like,
• 6:12
  started
• 6:13
  the
• 6:13
  whole
• 6:13
  pipe,
• 6:14
  the
• 6:14
  life
• 6:14
  cycle
• 6:14
  of
• 6:15
  the
• 6:15
  product
• 6:15
  in
• 6:16
  ways
• 6:16
  that
• 6:16
  before
• 6:16
  would
• 6:17
  have
• 6:17
  taken
• 6:17
  us
• 6:17
  weeks
• 6:18
  to
• 6:18
  accumulate
• 6:19
  all
• 6:19
  that
• 6:19
  Runway,
• 6:20
  social
• 6:20
  media
• 6:21
  intelligence
• 6:21
  and
• 6:22
  start
• 6:22
  designs.
• 6:23
  And
• 6:23
  now
• 6:23
  our
• 6:23
  design
• 6:24
  team
• 6:24
  is
• 6:25
  able
• 6:25
  to
• 6:25
  leverage
• 6:25
  that
• 6:26
  and
• 6:26
  move
• 6:26
  at
• 6:26
  a
• 6:27
  much
• 6:27
  faster
• 6:28
  pace.
• 6:28
  Yeah.
• 6:28
  I
• 6:28
  mean,
• 6:29
  so
• 6:29
  we
• 6:29
  can
• 6:29
  bring
• 6:29
  product
• 6:30
  to
• 6:30
  market
• 6:30
  much
• 6:30
  faster
• 6:31
  for
• 6:31
  our
• 6:31
  customers
• 6:32
  and
• 6:32
  ensure
• 6:33
  that
• 6:33
  were
• 6:33
  relevant.
• 6:34
  Yeah,
• 6:34
  that's
• 6:34
  got
• 6:34
  to
• 6:34
  take
• 6:35
  weeks
• 6:35
  and
• 6:36
  several
• 6:37
  thousands
• 6:37
  of
• 6:37
  dollars
• 6:38
  out
• 6:38
  of
• 6:38
  the
• 6:38
  budget
• 6:39
  and
• 6:39
  timelines
• 6:39
  for
• 6:40
  producing,
• 6:40
  for
• 6:40
  sure.
• 6:41
  And
• 6:41
  it
• 6:41
  will
• 6:41
  only
• 6:41
  become
• 6:42
  more
• 6:42
  important.
• 6:43
  So
• 6:43
  as
• 6:43
  AI
• 6:44
  develops,
• 6:44
  like
• 6:45
  we're
• 6:45
  leaning
• 6:45
  in
• 6:45
  so
• 6:46
  hard,
• 6:46
  it
• 6:46
  will
• 6:46
  only
• 6:47
  become
• 6:47
  a
• 6:47
  more
• 6:47
  critical
• 6:48
  part
• 6:48
  of
• 6:48
  the
• 6:48
  process.
• 6:49
  Always
• 6:49
  this
• 6:50
  combination
• 6:50
  of
• 6:50
  AI
• 6:51
  and
• 6:52
  like,
• 6:52
  human
• 6:52
  beings.
• 6:53
  But
• 6:54
  it
• 6:54
  enables
• 6:55
  us
• 6:55
  to
• 6:55
  go
• 6:55
  at
• 6:55
  a
• 6:56
  much
• 6:56
  faster
• 6:56
  speed
• 6:57
  and
• 6:57
  be
• 6:57
  much
• 6:57
  more
• 6:58
  accurate.
• 6:58
  Right.
• 6:59
  And
• 6:59
  just
• 7:00
  set
• 7:00
  the
• 7:00
  designers
• 7:01
  up
• 7:01
  for
• 7:01
  success.
• 7:01
  They're
• 7:01
  not
• 7:02
  starting
• 7:02
  from
• 7:02
  ground
• 7:02
  zero
• 7:03
  every
• 7:03
  time.
• 7:05
  Okay,
• 7:05
  I
• 7:05
  want
• 7:05
  to
• 7:06
  ask
• 7:06
  you
• 7:06
  another
• 7:06
  question,
• 7:06
  Denise.
• 7:08
  The
• 7:08
  Fashion
• 7:09
  Week
• 7:09
  pop
• 7:09
  up.
• 7:10
  Yeah.
• 7:10
  Great.
• 7:11
  I
• 7:11
  mean,
• 7:11
  our.
• 7:11
  Our
• 7:12
  viewers
• 7:12
  have
• 7:12
  seen
• 7:13
  that
• 7:13
  video.
• 7:13
  If
• 7:13
  you
• 7:13
  haven't,
• 7:14
  you
• 7:14
  can
• 7:14
  head
• 7:14
  to
• 7:14
  YouTube
• 7:15
  and
• 7:15
  check
• 7:15
  that
• 7:15
  out
• 7:15
  on
• 7:16
  Amitak
• 7:16
  Retail.
• 7:18
  But
• 7:19
  a
• 7:19
  critic
• 7:19
  might
• 7:20
  say,
• 7:20
  that's
• 7:21
  great
• 7:21
  in
• 7:21
  New
• 7:22
  York
• 7:22
  City.
• 7:23
  How
• 7:23
  do
• 7:23
  you
• 7:23
  expand
• 7:24
  that
• 7:24
  to
• 7:25
  4,000
• 7:25
  plus
• 7:26
  locations
• 7:27
  throughout
• 7:28
  the
• 7:28
  country
• 7:28
  and
• 7:29
  online?
• 7:29
  How
• 7:29
  are
• 7:30
  you
• 7:30
  working
• 7:30
  to
• 7:31
  really
• 7:32
  democratize
• 7:32
  fashion
• 7:33
  so
• 7:33
  that
• 7:34
  that
• 7:34
  experience
• 7:34
  that
• 7:35
  I
• 7:35
  got
• 7:35
  to
• 7:35
  have
• 7:36
  in
• 7:36
  New
• 7:36
  York
• 7:36
  happens
• 7:37
  when
• 7:37
  I'm
• 7:38
  in,
• 7:38
  you
• 7:38
  know,
• 7:38
  Omaha,
• 7:39
  Nebraska?
• 7:39
  Yeah.
• 7:40
  So
• 7:40
  I
• 7:40
  would
• 7:41
  say
• 7:41
  that
• 7:41
  the
• 7:41
  pop
• 7:41
  UPS.
• 7:42
  The
• 7:42
  purpose
• 7:42
  is
• 7:43
  really
• 7:43
  about
• 7:43
  changing
• 7:44
  perception
• 7:44
  and
• 7:44
  getting
• 7:45
  people
• 7:45
  to
• 7:45
  see
• 7:45
  our
• 7:45
  product
• 7:46
  in
• 7:46
  markets
• 7:47
  and
• 7:47
  or
• 7:48
  spaces
• 7:48
  that
• 7:48
  they
• 7:48
  normally
• 7:49
  wouldn't
• 7:49
  see
• 7:49
  it.
• 7:50
  And,
• 7:50
  you
• 7:50
  know,
• 7:50
  that's
• 7:51
  where
• 7:51
  you
• 7:51
  get
• 7:51
  the
• 7:51
  comments,
• 7:52
  like,
• 7:52
  is
• 7:52
  this.
• 7:53
  You
• 7:53
  know,
• 7:53
  how
• 7:53
  much
• 7:53
  is
• 7:53
  this?
• 7:54
  And
• 7:54
  we
• 7:54
  say
• 7:54
  it's
• 7:55
  34,
• 7:55
  and
• 7:55
  they're
• 7:56
  like
• 7:56
  3400.
• 7:56
  Like,
• 7:57
  no.
• 7:57
  $3434.
• 7:59
  Yeah.
• 8:00
  Right.
• 8:00
  And
• 8:00
  so,
• 8:01
  like,
• 8:01
  that's,
• 8:01
  you
• 8:02
  know,
• 8:02
  that's
• 8:02
  really
• 8:02
  fun
• 8:03
  to
• 8:03
  bring
• 8:03
  our
• 8:04
  product
• 8:04
  into
• 8:04
  an
• 8:05
  environment
• 8:05
  where
• 8:06
  it
• 8:06
  looks
• 8:06
  like
• 8:06
  it's
• 8:07
  20
• 8:07
  times
• 8:07
  more,
• 8:08
  but
• 8:09
  that's
• 8:10
  not
• 8:10
  scalable.
• 8:11
  And
• 8:11
  so
• 8:11
  what
• 8:11
  we've
• 8:12
  been
• 8:12
  doing
• 8:12
  is
• 8:12
  remodeling
• 8:13
  our
• 8:13
  stores.
• 8:14
  And
• 8:14
  that
• 8:15
  means
• 8:15
  everything
• 8:15
  from
• 8:16
  creating
• 8:16
  brand
• 8:17
  shops
• 8:17
  to
• 8:17
  pulling
• 8:18
  out
• 8:18
  inventory
• 8:19
  to
• 8:19
  create
• 8:20
  relief
• 8:20
  and
• 8:20
  make
• 8:21
  the
• 8:21
  product
• 8:21
  the
• 8:21
  hero
• 8:22
  and
• 8:22
  incorporating
• 8:23
  mannequ
• 8:24
  and
• 8:25
  making
• 8:25
  sure
• 8:25
  that
• 8:26
  our
• 8:26
  category
• 8:26
  killers
• 8:27
  like
• 8:27
  denim,
• 8:27
  where
• 8:28
  we're
• 8:28
  the
• 8:28
  biggest
• 8:28
  denim
• 8:29
  retailer
• 8:29
  in
• 8:29
  the
• 8:29
  country,
• 8:30
  we
• 8:30
  look
• 8:30
  like
• 8:31
  the
• 8:31
  biggest
• 8:31
  denim
• 8:31
  retailer
• 8:32
  in
• 8:32
  the
• 8:32
  country.
• 8:32
  So
• 8:33
  we
• 8:33
  have
• 8:33
  4,000
• 8:33
  doors.
• 8:34
  We
• 8:34
  have
• 8:34
  145
• 8:36
  million
• 8:36
  people
• 8:36
  that
• 8:37
  walk
• 8:37
  through
• 8:37
  our
• 8:37
  stores
• 8:38
  and
• 8:38
  website
• 8:38
  every
• 8:38
  week,
• 8:39
  which
• 8:39
  is
• 8:39
  our
• 8:39
  strength.
• 8:40
  145
• 8:41
  million.
• 8:41
  It's
• 8:41
  kind
• 8:42
  of.
• 8:43
  And
• 8:43
  so
• 8:43
  to
• 8:44
  make
• 8:44
  sure
• 8:44
  that
• 8:44
  when
• 8:44
  they
• 8:45
  come
• 8:45
  through
• 8:46
  that
• 8:46
  they
• 8:47
  see
• 8:47
  something
• 8:47
  that
• 8:48
  enables
• 8:48
  the
• 8:48
  product
• 8:49
  to
• 8:49
  be
• 8:49
  the
• 8:49
  hero
• 8:49
  is
• 8:50
  the
• 8:50
  goal.
• 8:50
  We've
• 8:51
  remodeled
• 8:52
  1500
• 8:53
  of
• 8:53
  the
• 8:53
  4000.
• 8:54
  We're
• 8:55
  remodeling
• 8:55
  hundreds
• 8:56
  more
• 8:56
  a
• 8:56
  year.
• 8:57
  So
• 8:57
  that's
• 8:57
  the
• 8:58
  main
• 8:58
  intent
• 8:59
  in
• 8:59
  terms
• 8:59
  of,
• 8:59
  like,
• 9:00
  making
• 9:00
  sure
• 9:00
  that
• 9:00
  the
• 9:01
  experience
• 9:01
  evolves
• 9:01
  at
• 9:02
  the
• 9:02
  same
• 9:02
  time
• 9:03
  that
• 9:03
  we're
• 9:03
  changing
• 9:03
  the
• 9:03
  stores,
• 9:04
  we're
• 9:04
  up
• 9:05
  leveling
• 9:05
  the
• 9:06
  e
• 9:06
  commerce
• 9:07
  experience
• 9:07
  as
• 9:08
  well.
• 9:08
  Originally
• 9:08
  created
• 9:09
  for
• 9:09
  consumables
• 9:10
  and
• 9:10
  food,
• 9:10
  not
• 9:10
  surprisingly,
• 9:11
  figuring
• 9:12
  out
• 9:12
  how
• 9:12
  to
• 9:12
  make
• 9:12
  it
• 9:13
  relevant
• 9:13
  for
• 9:13
  fashion,
• 9:14
  adding
• 9:14
  a
• 9:14
  virtual
• 9:15
  model,
• 9:15
  complete
• 9:16
  the
• 9:16
  outfit,
• 9:16
  all
• 9:16
  of
• 9:17
  that.
• 9:17
  So
• 9:17
  there's
• 9:18
  a
• 9:18
  lot
• 9:18
  happening
• 9:19
  to
• 9:19
  make
• 9:19
  sure
• 9:20
  that
• 9:20
  as
• 9:20
  we're
• 9:21
  overhauling
• 9:21
  the
• 9:22
  and
• 9:23
  elevating
• 9:23
  the
• 9:23
  assortment,
• 9:24
  we're
• 9:24
  doing
• 9:24
  the
• 9:25
  same
• 9:25
  with
• 9:25
  the
• 9:25
  experience
• 9:26
  so
• 9:26
  that
• 9:26
  the
• 9:26
  product
• 9:27
  really
• 9:27
  sings.
• 9:27
  Right.
• 9:28
  And
• 9:28
  that's
• 9:28
  how
• 9:28
  people
• 9:29
  are
• 9:29
  really
• 9:29
  shopping.
• 9:29
  I
• 9:30
  mean,
• 9:30
  it's
• 9:30
  not.
• 9:30
  It
• 9:31
  is
• 9:31
  the
• 9:31
  basics,
• 9:31
  the
• 9:32
  essentials
• 9:32
  that
• 9:32
  they
• 9:33
  want
• 9:33
  that
• 9:33
  are
• 9:34
  now
• 9:34
  of
• 9:35
  a
• 9:35
  much
• 9:35
  higher
• 9:35
  quality
• 9:36
  in
• 9:36
  fashion.
• 9:37
  And
• 9:38
  then
• 9:38
  plus
• 9:39
  more
• 9:40
  like
• 9:40
  this
• 9:40
  free
• 9:40
  assembly.
• 9:41
  Like
• 9:41
  this
• 9:41
  is
• 9:41
  not
• 9:42
  a
• 9:42
  T
• 9:42
  shirt
• 9:43
  or
• 9:43
  dresses
• 9:44
  or
• 9:44
  footwear,
• 9:45
  which
• 9:45
  we
• 9:45
  knew
• 9:46
  that
• 9:46
  we
• 9:46
  were
• 9:46
  under,
• 9:46
  penetrated
• 9:47
  in
• 9:47
  and
• 9:47
  had
• 9:48
  huge
• 9:48
  opportunity.
• 9:49
  And
• 9:49
  so
• 9:49
  now
• 9:49
  we're
• 9:49
  leaning
• 9:50
  in
• 9:50
  and
• 9:50
  going
• 9:50
  after
• 9:51
  categories
• 9:51
  that
• 9:52
  we
• 9:52
  know
• 9:52
  our
• 9:52
  customers
• 9:53
  are
• 9:53
  buying,
• 9:54
  but
• 9:54
  we
• 9:54
  weren't
• 9:54
  providing
• 9:55
  for
• 9:55
  them.
• 9:55
  Right,
• 9:56
  Right.
• 9:56
  We
• 9:56
  don't
• 9:56
  want
• 9:56
  to
• 9:56
  take
• 9:57
  our
• 9:57
  customer's
• 9:57
  hand
• 9:57
  and
• 9:58
  walk
• 9:58
  them
• 9:58
  to
• 9:58
  the
• 9:58
  competition.
• 9:59
  You're
• 10:00
  here
• 10:00
  for
• 10:00
  your
• 10:00
  grocery
• 10:00
  shopping
• 10:01
  and
• 10:01
  your
• 10:01
  consumables.
• 10:02
  Let
• 10:02
  us
• 10:03
  provide
• 10:03
  you
• 10:03
  your
• 10:04
  closet
• 10:04
  as
• 10:04
  well.
• 10:04
  Yeah.
• 10:05
  Yes.
• 10:05
  Well,
• 10:06
  Denise,
• 10:06
  we'll
• 10:07
  close
• 10:07
  with
• 10:08
  what's
• 10:08
  ahead.
• 10:10
  What's
• 10:10
  going
• 10:10
  to
• 10:10
  be
• 10:10
  happening
• 10:11
  with
• 10:11
  Walmart
• 10:12
  fashion
• 10:12
  in
• 10:12
  2026?
• 10:13
  I
• 10:13
  would
• 10:13
  say
• 10:14
  we
• 10:14
  are
• 10:15
  just
• 10:15
  at
• 10:16
  our
• 10:16
  beginning,
• 10:17
  so
• 10:17
  strap
• 10:18
  in.
• 10:19
  We
• 10:19
  have
• 10:20
  between
• 10:21
  more
• 10:21
  limited
• 10:22
  time
• 10:23
  offerings,
• 10:24
  opportunities
• 10:25
  where
• 10:26
  we
• 10:26
  collaborate
• 10:27
  with.
• 10:29
  We've
• 10:29
  got
• 10:29
  some
• 10:29
  fun
• 10:30
  ones
• 10:30
  coming
• 10:30
  up.
• 10:30
  Okay.
• 10:31
  We've
• 10:31
  got
• 10:31
  a
• 10:32
  pop
• 10:32
  up
• 10:32
  coming
• 10:32
  up
• 10:33
  in
• 10:34
  the
• 10:34
  spring,
• 10:34
  which
• 10:34
  we're
• 10:35
  really
• 10:35
  excited
• 10:35
  about.
• 10:36
  So
• 10:36
  am
• 10:36
  I.
• 10:37
  And
• 10:37
  we've
• 10:38
  got
• 10:38
  a
• 10:38
  lot
• 10:38
  more
• 10:38
  partnerships.
• 10:39
  So
• 10:40
  the
• 10:41
  design
• 10:41
  team
• 10:41
  continues
• 10:42
  to
• 10:42
  build.
• 10:43
  We've
• 10:43
  got
• 10:43
  another
• 10:44
  brand
• 10:44
  we're
• 10:44
  relaunching
• 10:46
  this
• 10:46
  year.
• 10:47
  There's
• 10:47
  a
• 10:47
  lot
• 10:48
  on
• 10:48
  the
• 10:49
  agenda
• 10:50
  in
• 10:50
  the
• 10:50
  docket
• 10:51
  and
• 10:52
  we're
• 10:52
  really
• 10:52
  excited
• 10:53
  to
• 10:53
  democratize
• 10:54
  America,
• 10:55
  help
• 10:55
  America
• 10:56
  look
• 10:56
  beautiful.
• 10:57
  That's
• 10:57
  what
• 10:57
  we
• 10:57
  all
• 10:58
  see.
• 10:58
  Our
• 10:58
  purpose,
• 10:59
  help
• 11:00
  people
• 11:01
  live
• 11:01
  better
• 11:01
  and
• 11:02
  save
• 11:02
  money.
• 11:02
  And
• 11:03
  we
• 11:03
  feel
• 11:04
  really
• 11:04
  proud
• 11:04
  about
• 11:04
  our
• 11:05
  small
• 11:05
  part
• 11:05
  in
• 11:06
  doing
• 11:06
  that.
• 11:06
  Well,
• 11:07
  thanks
• 11:08
  in
• 11:08
  large
• 11:09
  part
• 11:09
  to
• 11:09
  you
• 11:09
  for
• 11:10
  shepherding
• 11:10
  this
• 11:11
  team
• 11:11
  and
• 11:11
  really
• 11:12
  being
• 11:12
  able
• 11:12
  to
• 11:13
  accomplish
• 11:13
  that.
• 11:13
  It's
• 11:13
  been
• 11:14
  so
• 11:14
  wonderful
• 11:14
  to
• 11:14
  watch
• 11:15
  your
• 11:15
  progress
• 11:15
  the
• 11:15
  last
• 11:16
  few
• 11:16
  years.
• 11:16
  Denise,
• 11:17
  check
• 11:18
  out
• 11:18
  Walmart
• 11:18
  Fashion
• 11:19
  if
• 11:19
  you
• 11:19
  haven't
• 11:19
  already.
• 11:20
  We
• 11:21
  have
• 11:21
  so
• 11:21
  much
• 11:22
  more
• 11:22
  to
• 11:22
  come.
• 11:22
  A
• 11:23
  big
• 11:23
  thank
• 11:23
  you
• 11:23
  again
• 11:23
  to
• 11:23
  Net
• 11:24
  Elixir
• 11:24
  for
• 11:24
  helping
• 11:24
  us
• 11:25
  bring
• 11:25
  you
• 11:25
  all
• 11:25
  of
• 11:25
  our
• 11:25
  coverage
• 11:26
  here
• 11:26
  at
• 11:26
  eTail.
• 11:27
  And
• 11:27
  until
• 11:27
  the
• 11:28
  next
• 11:28
  interview,
• 11:28
  stay
• 11:29
  tuned.