Latest / Omni Talk Retail / Walmart's Big Shake-Up, The Lunch Rush & What We Think About Amazon's Layoffs | Fast Five

Transcript

Walmart's Big Shake-Up, The Lunch Rush & What We Think About Amazon's Layoffs | Fast Five · Omni Talk Retail

0:01
This
0:01
episode
0:01
of
0:01
The
0:01
OmniTalk
0:02
Retail
0:02
Fast
0:03
5
0:03
is
0:03
brought
0:03
to
0:03
you
0:04
by
0:04
the
0:04
A
0:04
and
0:04
M
0:04
Consumer
0:05
and
0:05
Retail
0:05
Group.
0:05
The
0:06
AM
0:06
Consumer
0:06
and
0:06
Retail
0:07
Group
0:07
is
0:07
a
0:07
management
0:08
consulting
0:08
firm
0:08
that
0:08
tackles
0:09
the
0:09
most
0:09
complex
0:10
challenges
0:10
and
0:11
advances
0:11
its
0:11
clients,
0:12
people
0:12
and
0:12
communities
0:13
toward
0:13
their
0:14
maximum
0:14
potential.
0:15
CRG
0:16
brings
0:16
the
0:16
experience,
0:16
tools
0:17
and
0:17
operator
0:18
like
0:18
pragmatism
0:19
to
0:19
help
0:19
retailers
0:19
and
0:20
consumer
0:20
products
0:20
companies
0:21
be
0:21
on
0:21
the
0:22
right
0:22
side
0:22
of
0:22
disruption
0:24
and
0:24
Miracle,
0:25
the
0:25
catalyst
0:25
of
0:26
Commerce.
0:26
Over
0:27
450
0:27
retailers
0:28
are
0:28
opening
0:28
new
0:29
revenue
0:29
streams
0:29
with
0:30
marketplaces,
0:30
dropship
0:31
and
0:31
retail
0:31
media
0:32
media
0:32
and
0:32
succeeding
0:33
with
0:33
Miracle,
0:34
you
0:34
can
0:34
unlock
0:34
more
0:34
products,
0:35
more
0:35
partners
0:35
and
0:36
more
0:36
profits
0:36
without
0:37
the
0:37
heavy
0:37
lifting.
0:38
So
0:38
what's
0:38
holding
0:38
you
0:39
back?
0:39
Visit
0:39
mirakl.com
0:40
to
0:40
learn
0:41
more.
0:41
That's
0:41
M
0:41
I
0:42
R
0:42
A
0:42
K
0:43
L.com
0:44
and
0:45
Corso.
0:45
Your
0:46
stores
0:46
are
0:46
full
0:46
of
0:47
data,
0:47
but
0:47
are
0:48
your
0:48
teams
0:48
acting
0:48
on
0:48
it?
0:49
Corso
0:50
turns
0:50
retail
0:50
data
0:51
into
0:51
personalized
0:52
daily
0:52
to
0:52
dos
0:52
that
0:52
drive
0:53
sales,
0:53
reduce
0:54
waste
0:54
and
0:54
improve
0:55
execution.
0:56
No
0:56
fluff,
0:57
just
0:57
action.
0:57
Help
0:58
your
0:58
managers
0:58
focus
0:59
on
0:59
what
0:59
matters
0:59
most.
1:00
Visit
1:00
corso.com
1:01
to
1:02
see
1:02
Intelligent
1:02
management
1:03
in
1:03
most
1:03
Ocean
1:04
and
1:04
Infios.
1:05
At
1:05
Infios,
1:06
they
1:06
unite
1:06
warehousing,
1:07
transportation
1:08
and
1:08
order
1:08
management
1:08
into
1:09
a
1:09
seamless,
1:09
adaptable
1:10
network.
1:11
Infios
1:11
helps
1:11
you
1:12
stay
1:12
ahead
1:12
from
1:13
promise
1:13
to
1:13
delivery
1:14
and
1:14
every
1:14
step
1:14
in
1:15
between.
1:15
To
1:16
learn
1:16
more,
1:16
visit
1:17
infios.com
1:18
and
1:19
Ocampo
1:19
Capital.
1:20
Ocampo
1:20
Capital
1:21
is
1:21
a
1:21
venture
1:21
capital
1:22
firm
1:22
founded
1:22
by
1:23
retail
1:23
executives
1:24
with
1:24
the
1:24
aim
1:24
of
1:24
helping
1:25
early
1:25
stage
1:25
consumer
1:26
businesses
1:26
succeed
1:27
through
1:27
investment
1:28
and
1:28
operational
1:29
support.
1:29
Learn
1:30
more@okampocapital.com
1:33
and
1:33
finally,
1:33
the
1:34
lock.
1:34
The
1:34
lock
1:34
is
1:34
a
1:35
proven
1:35
E
1:35
gro
1:36
technology
1:36
built
1:36
by
1:36
grocers
1:37
for
1:38
grocers.
1:38
Exactly
1:39
the
1:39
type
1:39
of
1:39
technology
1:40
we
1:40
like
1:40
here
1:40
at
1:40
Omnitalk.
1:41
They
1:41
unite
1:42
proprietary
1:42
software
1:43
with
1:43
right
1:43
size
1:44
automation
1:44
to
1:44
make
1:45
same
1:45
day
1:45
delivery
1:46
profitable.
1:46
To
1:47
learn
1:47
more,
1:47
visit
1:47
veloc.com
1:48
that's
1:49
V
1:49
E
1:49
L
1:50
O
1:50
Q.com
1:52
you
1:53
are
1:53
listening
1:53
to
1:53
Omnitalk's
1:54
Retail
1:55
Fast
1:55
Five,
1:55
ranked
1:56
in
1:56
the
1:56
top
1:56
10%
1:56
of
1:57
all
1:57
podcasts
1:58
globally
1:58
and
1:58
currently
1:59
the
1:59
only
1:59
retail
2:00
podcast
2:00
ranked
2:00
in
2:00
the
2:01
top
2:01
100
2:01
of
2:01
all
2:02
business
2:02
podcasts
2:02
on
2:03
Apple
2:03
Podcasts.
2:04
The
2:04
Retail
2:04
Fast
2:04
Five
2:05
is
2:05
the
2:05
podcast
2:05
that
2:05
we
2:05
hope
2:06
makes
2:06
you
2:06
feel
2:06
a
2:06
little
2:07
smarter
2:08
but
2:08
most
2:08
importantly
2:08
a
2:09
little
2:09
happier
2:09
each
2:09
week
2:10
too.
2:10
It
2:10
is
2:11
January
2:11
28,
2:12
2026.
2:13
I
2:13
am
2:13
Chris
2:13
Walden.
2:14
Anne
2:14
is
2:14
on
2:14
vacation
2:15
and
2:16
joining
2:16
me
2:16
this
2:16
week
2:17
in
2:17
her
2:17
first
2:18
monthly
2:18
appearance
2:19
as
2:19
our
2:19
resident
2:20
talent
2:20
expert
2:21
is
2:21
Jen
2:22
Hahn.
2:22
And
2:22
Jen
2:22
is
2:23
here
2:23
to
2:23
help
2:24
bring
2:24
you
2:24
all
2:25
the
2:25
top
2:25
retail
2:26
headlines
2:26
making
2:27
waves
2:27
in
2:28
the
2:28
world
2:28
of
2:28
omnichannel
2:29
retail.
2:29
What
2:30
can
2:30
I
2:30
say
2:30
about
2:30
Jen?
2:31
Well,
2:31
for
2:31
starters,
2:32
Jen
2:32
Han
2:33
is
2:33
the
2:33
Forbes
2:34
Featured
2:34
Founder
2:35
And
2:35
CEO
2:36
of
2:36
J
2:36
Recruiting
2:37
Services,
2:37
a
2:38
national
2:38
recruiting
2:39
fir
2:39
partnering
2:40
with
2:40
leading
2:40
retail,
2:41
manufacturing,
2:41
and
2:42
distribution
2:42
companies
2:43
across
2:43
the
2:43
U.S.
2:44
jen
2:44
has
2:45
also
2:45
been
2:45
named
2:45
a
2:46
top
2:46
woman
2:46
in
2:46
grocery
2:47
by
2:47
Progressive
2:48
Grocer
2:48
and
2:49
featured
2:49
in
2:50
top
2:50
media
2:50
outlets
2:51
like
2:51
Forbes
2:51
and
2:52
Yahoo
2:52
Finance.
2:53
She
2:53
hosts
2:53
an
2:53
industry
2:54
podcast
2:54
called
2:54
Candid
2:55
with
2:55
candidates.
2:56
Ooh,
2:56
sounds
2:57
spicy.
2:58
That
2:58
focuses
2:58
on
2:59
sharing
2:59
the
2:59
career
2:59
journey
3:00
of
3:00
top
3:00
industry
3:01
execs.
3:02
And
3:02
she
3:02
also
3:03
spells
3:03
her
3:03
name
3:04
with
3:04
two
3:04
ads.
3:05
Jen,
3:06
welcome
3:06
to
3:06
Omnitok.
3:07
I'm
3:07
so
3:07
excited
3:08
to
3:08
get
3:08
this
3:08
going
3:08
with
3:08
you.
3:09
Awesome.
3:09
Thank
3:09
you
3:10
for
3:10
that
3:10
intro.
3:10
I
3:11
really
3:11
like
3:11
the
3:11
two
3:11
ends
3:12
part
3:12
that
3:13
you
3:13
added.
3:13
I
3:13
feel
3:13
like
3:14
that's
3:14
necessary,
3:14
right?
3:15
Because
3:15
there's.
3:15
There's
3:16
one
3:16
engines
3:16
and
3:17
then
3:17
there's
3:17
two
3:17
N
3:18
gens.
3:19
I
3:19
don't
3:19
know
3:19
about
3:19
you,
3:19
Jen,
3:19
but
3:20
I'm
3:20
always
3:20
curious.
3:20
I
3:20
always
3:21
love
3:21
hearing
3:21
the
3:21
origin
3:21
of
3:22
how
3:22
people
3:22
decide
3:23
on
3:23
their
3:23
names.
3:23
So,
3:23
like,
3:24
what
3:24
is
3:24
the
3:24
story?
3:25
Were
3:25
you,
3:25
like,
3:25
sitting
3:25
in
3:25
elementary
3:26
school
3:26
and
3:26
you're,
3:26
like,
3:27
doodling?
3:27
You're
3:27
like,
3:27
you
3:28
know
3:28
what?
3:28
I
3:28
think
3:28
it'd
3:28
be
3:28
cool
3:28
to
3:28
have
3:29
two
3:29
Ns
3:29
in
3:29
Jed.
3:30
Like,
3:30
what's
3:30
the
3:31
story
3:31
there?
3:32
Yeah,
3:32
good
3:32
question.
3:34
I
3:34
really
3:34
don't
3:35
remember
3:35
when
3:35
the
3:35
second
3:35
N
3:36
came
3:36
about.
3:36
I
3:37
do
3:37
remember
3:37
being
3:37
in
3:37
elementary
3:38
school.
3:38
My
3:38
maiden
3:39
name
3:39
is
3:39
Johnson,
3:40
so
3:40
I
3:40
was
3:40
Jennifer
3:41
Johnson.
3:41
So
3:42
There
3:42
were
3:42
like
3:42
37
3:43
of
3:43
me
3:43
in
3:43
any
3:43
room
3:44
that
3:44
I
3:44
was
3:44
in.
3:45
Very
3:45
common
3:45
name.
3:46
So
3:46
there
3:46
were
3:46
gens,
3:47
there
3:47
were
3:47
Jennies,
3:48
and
3:48
I
3:48
knew
3:48
I
3:48
wasn't
3:49
a
3:49
Jenny,
3:49
so
3:50
I
3:50
became
3:50
a
3:50
Jen.
3:50
I
3:51
think
3:51
the
3:51
second
3:52
end
3:52
came
3:52
about
3:52
in
3:53
high
3:53
school
3:53
because
3:53
I
3:53
was
3:53
trying
3:54
to
3:54
be
3:54
cool,
3:55
had
3:55
some
3:55
swagger,
3:56
you
3:56
know,
3:58
it
3:58
stuck
3:58
around.
3:59
Wow.
4:00
So
4:00
it
4:00
started
4:00
in
4:01
high
4:01
school,
4:01
potentially.
4:02
You're
4:02
not
4:02
exactly
4:02
sure
4:03
of
4:03
when
4:03
the
4:03
origin
4:04
happened?
4:04
I
4:05
think
4:05
so,
4:05
because
4:06
my
4:06
family,
4:06
like,
4:06
my
4:06
direct
4:07
family,
4:07
like
4:07
my
4:07
parents,
4:08
my
4:08
grandparents
4:09
and
4:09
stuff,
4:09
they
4:09
still
4:10
use
4:10
one
4:10
N.
4:11
Like,
4:11
on
4:11
my
4:11
cards,
4:11
there's
4:12
one
4:12
N.
4:12
I'm
4:12
like,
4:12
I
4:12
don't
4:13
know
4:13
this
4:13
girl,
4:13
but
4:14
I'll
4:14
take
4:14
her
4:14
birthday
4:15
card.
4:15
Okay.
4:16
Wow.
4:16
All
4:16
right.
4:17
I
4:17
love
4:17
how
4:17
you
4:17
were
4:18
like,
4:18
I'm
4:18
not
4:18
a
4:18
Jenny
4:19
either.
4:19
Like,
4:19
I'm
4:19
not
4:19
a
4:19
Christopher.
4:20
No
4:21
one
4:22
wants
4:22
to
4:22
call
4:22
me
4:22
Christopher.
4:23
It's
4:23
not
4:23
good
4:23
for
4:23
anyone
4:24
to
4:24
call
4:24
me
4:24
that,
4:24
particularly
4:25
the
4:25
people
4:25
calling
4:26
me
4:26
that.
4:26
It
4:26
just
4:26
sounds
4:26
weird.
4:27
But
4:27
now
4:27
it's
4:28
fun.
4:28
Honestly,
4:28
Chris,
4:29
because
4:30
people's
4:30
attention
4:30
to
4:31
detail
4:31
and
4:31
how
4:32
they
4:32
address
4:32
you
4:32
in
4:32
an
4:32
email
4:33
or
4:33
any
4:33
situation,
4:34
right?
4:34
Like,
4:34
if
4:35
there's
4:35
not
4:35
that
4:35
second
4:35
and
4:36
I'm
4:36
like,
4:36
I
4:36
don't
4:36
know.
4:37
We're
4:37
going
4:37
to
4:37
have
4:37
to
4:37
look
4:37
further
4:38
into
4:38
your
4:38
attention
4:38
to
4:39
detail
4:39
here.
4:40
I
4:40
made
4:40
that
4:41
mistake
4:41
for
4:41
the
4:41
audience.
4:41
I
4:42
made
4:42
that
4:42
mistake
4:42
when
4:42
we
4:43
were
4:43
starting
4:43
to
4:43
talk
4:43
about
4:43
this
4:44
and
4:44
I
4:44
quickly
4:44
covered
4:45
it.
4:45
I
4:45
was
4:45
like,
4:45
oh
4:45
my
4:45
God,
4:45
I
4:46
forgot
4:46
the
4:46
2nd
4:46
ed.
4:46
So.
4:47
So
4:47
anyway,
4:47
yeah,
4:48
that's,
4:48
that's
4:48
so
4:48
funny.
4:49
I'm
4:49
glad
4:49
you
4:49
reminded
4:50
me
4:50
of
4:50
that.
4:51
Well,
4:51
it's
4:51
great
4:51
to
4:52
have
4:52
you.
4:52
I
4:52
can
4:52
tell
4:52
already
4:53
that
4:53
you're
4:53
going
4:53
to
4:53
fit
4:53
right
4:54
in
4:54
with
4:54
our
4:54
vibe
4:55
and
4:55
how
4:55
we
4:55
do
4:56
the
4:56
show
4:56
every
4:56
week,
4:57
which
4:57
is
4:57
why
4:57
I've
4:57
been
4:57
so
4:58
interested
4:58
in
4:58
bringing
4:59
you
4:59
on.
4:59
And
5:00
particularly
5:00
I'm
5:01
excited
5:01
because
5:01
I
5:01
think
5:01
you're
5:02
going
5:02
to
5:02
bring
5:02
an
5:02
HR
5:03
lens
5:03
to
5:03
the
5:03
conversation
5:04
that
5:04
we
5:04
have
5:04
each
5:05
and
5:05
every
5:05
week.
5:05
And
5:05
given
5:06
all
5:06
the
5:06
changes
5:06
that
5:06
are
5:06
happening
5:07
with
5:07
AI
5:08
and
5:08
we
5:08
even
5:08
saw
5:09
it
5:09
this
5:09
week
5:09
in
5:09
the
5:09
headlines,
5:10
that's
5:10
going
5:11
to
5:11
become
5:11
a
5:11
more
5:11
important
5:12
topic
5:12
as
5:12
we
5:12
go
5:13
here
5:13
and
5:13
particularly
5:13
for
5:13
the
5:13
executive
5:14
is
5:14
in
5:14
our
5:15
audience.
5:15
So.
5:16
Well,
5:16
the
5:16
other
5:16
reason
5:17
I'm
5:17
excited
5:17
is
5:18
because
5:19
we
5:19
are
5:19
going
5:19
to
5:20
ask
5:20
you
5:20
to
5:20
help
5:21
us
5:21
hand
5:21
out
5:21
our
5:22
Omnistar
5:23
each
5:23
month,
5:24
which
5:24
I
5:24
love
5:24
because
5:25
like
5:25
I
5:25
said
5:25
again,
5:25
you're
5:26
closer
5:26
to
5:26
the
5:26
ground
5:27
also
5:27
in
5:27
terms
5:28
of
5:28
knowing
5:28
which
5:29
retail
5:29
executives
5:30
are
5:30
really
5:30
making
5:31
the
5:31
grade
5:31
at
5:31
their
5:31
organizations.
5:32
Like
5:32
we
5:33
meet
5:33
people
5:33
at
5:33
conferences
5:34
and
5:34
things,
5:34
but
5:34
you're
5:34
actually
5:35
talking
5:35
to
5:35
the
5:36
organizations
5:36
about
5:37
who's
5:37
doing
5:37
their
5:37
job
5:38
well
5:38
in
5:38
terms
5:39
of
5:39
who
5:39
you're
5:39
sourcing
5:39
and
5:39
hiring
5:40
for
5:40
them.
5:40
So,
5:41
so,
5:41
so
5:41
with
5:42
that
5:42
said,
5:42
for
5:42
those
5:43
news
5:43
new
5:43
to
5:44
the
5:44
podcast,
5:45
the
5:45
Omnistar
5:46
Award,
5:46
for
5:46
those
5:46
that
5:46
maybe
5:47
have
5:47
tuning
5:47
in
5:47
for
5:47
the
5:47
first
5:48
time
5:48
to
5:48
hear
5:48
Jen,
5:49
is
5:49
the
5:49
award
5:50
that
5:50
we
5:50
give
5:50
out
5:50
each
5:51
month
5:51
in
5:51
partnership
5:51
with
5:52
Corso
5:52
to
5:53
recognize
5:53
the
5:53
top
5:53
omnichannel
5:54
operators
5:54
out
5:55
there.
5:55
Not
5:55
the
5:56
pundits,
5:56
not
5:57
the
5:57
so
5:57
called
5:57
experts,
5:58
but
5:58
the
5:58
real
5:59
life
5:59
retail
6:00
operators
6:00
making
6:01
a
6:01
difference
6:01
in
6:02
their
6:02
organizations.
6:03
And
6:03
for
6:03
those
6:03
unfamiliar,
6:04
Corso's
6:04
AI
6:05
copilot
6:06
coaches
6:06
retail
6:07
leaders
6:07
to
6:07
optimize
6:08
store
6:08
performance
6:08
at
6:09
every
6:09
level,
6:09
transform
6:10
retail
6:10
operations
6:11
from
6:11
data
6:11
overload
6:12
into
6:13
data
6:13
powered.
6:14
So
6:14
Jen,
6:15
without
6:15
further
6:15
ado,
6:16
who
6:17
is
6:17
this
6:17
month's
6:18
Omnitok
6:19
Omnistar?
6:20
All
6:20
right,
6:20
can
6:21
I
6:21
get
6:21
a
6:21
drum
6:21
roll
6:21
please?
6:24
The
6:25
Omnistar
6:25
for
6:25
January
6:26
goes
6:27
to
6:27
Tricia
6:27
Snyder.
6:28
So
6:28
Tricia
6:28
is
6:29
a
6:29
divisional
6:29
VP
6:30
of
6:30
Dollar
6:30
General's
6:31
Northeast
6:31
and
6:31
New
6:32
England
6:32
division.
6:33
She's
6:33
a
6:33
fan
6:33
of
6:33
the
6:34
show.
6:34
She's
6:34
someone
6:35
that
6:35
I
6:35
have
6:35
personally
6:36
had
6:36
the
6:36
pleasure
6:36
of
6:36
working
6:36
with
6:37
in
6:37
multiple
6:37
capacities
6:38
in
6:39
her
6:39
long
6:39
tenure
6:39
inside
6:40
of
6:40
retail,
6:40
different
6:41
organizations.
6:42
She
6:43
loves
6:43
the
6:44
ops
6:44
side
6:44
of
6:44
the
6:44
business.
6:45
She
6:45
is
6:45
a
6:45
die
6:46
hard
6:46
ops
6:47
girl.
6:48
She's
6:48
a
6:48
force
6:49
to
6:49
be
6:49
reckoned
6:49
with
6:50
when
6:50
it
6:50
comes
6:50
to
6:50
staying
6:51
committed
6:51
to
6:52
those
6:52
frontline
6:52
teams
6:53
and
6:53
exceptional
6:54
at
6:54
turning
6:55
that
6:55
complex
6:56
executive
6:57
strategy
6:57
that
6:58
you
6:58
need
6:58
at
6:58
the
6:58
VP
6:59
level.
7:00
But
7:00
turning
7:01
it
7:01
into
7:01
day
7:01
to
7:02
day
7:02
actionable
7:03
steps
7:04
for
7:04
the
7:04
stores.
7:04
I've
7:05
seen
7:05
her
7:05
in
7:05
action.
7:05
I've
7:06
worked
7:06
with
7:06
her
7:06
teams.
7:07
They
7:07
all
7:07
speak
7:07
really
7:07
highly
7:08
of
7:08
her.
7:08
You
7:09
know,
7:09
you
7:09
meet
7:09
those
7:09
people
7:09
and
7:10
they're
7:10
ops
7:10
people.
7:11
She's
7:12
actually
7:12
stepped
7:12
out
7:12
of
7:12
ops
7:13
and
7:13
into
7:13
larger
7:14
scale
7:15
roles
7:15
in
7:15
the
7:15
past
7:15
and
7:16
had
7:16
larger
7:16
scopes
7:17
and
7:17
it's
7:17
just
7:17
like
7:17
she
7:18
has
7:18
that
7:18
option
7:19
heart.
7:19
So
7:19
she's
7:19
thriving
7:20
in
7:20
at
7:20
Dollar
7:21
General.
7:21
That's
7:22
great.
7:22
And
7:22
I
7:22
could
7:22
tell
7:22
she's
7:23
definitely
7:23
like
7:23
in
7:23
our,
7:24
in
7:24
our
7:24
Omni
7:24
Talk
7:24
vibe
7:25
too
7:25
because
7:25
I
7:25
reached
7:26
out
7:26
to
7:26
her
7:26
last
7:26
week
7:27
and
7:27
she
7:27
was
7:27
like,
7:27
oh,
7:27
I
7:28
love
7:28
you
7:28
guys.
7:28
It's
7:28
so
7:28
great
7:29
to
7:29
hear
7:29
from
7:29
you
7:30
talking
7:30
to
7:30
Janet.
7:30
So
7:31
this
7:31
is
7:31
going
7:31
to
7:31
be
7:31
a
7:31
huge
7:31
surprise
7:32
for
7:32
her
7:32
too,
7:32
hopefully
7:33
when
7:33
it
7:33
arrives
7:34
in
7:34
her
7:34
social
7:34
media
7:35
feed
7:35
here
7:35
in
7:36
the
7:36
next
7:36
24
7:37
hours
7:37
as
7:37
well.
7:37
So
7:37
I'm
7:38
excited
7:38
for
7:38
it.
7:38
So
7:39
congratulations
7:39
to
7:40
Trisha
7:40
from
7:40
all
7:40
of
7:41
us
7:41
at
7:41
omnitalk.
7:42
All
7:42
right,
7:42
Jen,
7:43
are
7:43
you
7:43
ready?
7:44
Are
7:44
you
7:44
ready
7:44
to
7:44
get
7:45
into
7:45
your
7:45
First
7:46
OmniTalk
7:47
Retail
7:47
Fast
7:47
5?
7:48
I
7:48
am
7:49
ready.
7:49
All
7:49
right.
7:49
Well,
7:50
this
7:50
week
7:50
we've
7:51
got
7:51
news
7:51
on
7:51
Dollar
7:52
General.
7:52
Oh,
7:53
interesting.
7:53
Dollar
7:53
General
7:54
coincidentally
7:55
taking
7:55
on
7:55
Amazon
7:56
with
7:56
rural
7:56
same
7:57
day
7:57
delivery.
7:58
Amazon
7:58
planning
7:59
thousands
8:00
of
8:00
more
8:00
job
8:00
cuts
8:00
within
8:01
the
8:01
next
8:01
week
8:01
and
8:02
they
8:02
actually
8:02
just
8:02
announced
8:02
that
8:03
number
8:03
this
8:03
morning.
8:04
Traditional
8:04
grocers
8:05
winning
8:05
the
8:05
lunch
8:06
rush
8:06
battle
8:06
against
8:06
quick
8:07
service
8:07
restaurants.
8:08
And
8:08
American
8:08
Eagle
8:09
shuttering
8:09
its
8:10
quiet
8:10
logistics
8:11
business
8:11
after
8:11
a
8:11
$360
8:12
million
8:13
bet
8:14
gone
8:14
wrong.
8:15
But
8:15
we
8:15
begin
8:16
today
8:16
with
8:16
some
8:17
major
8:17
executive
8:18
shuffling
8:18
at
8:19
the
8:19
world's
8:19
largest
8:20
retailer.
8:20
Headline
8:21
number
8:21
one,
8:22
Walmart
8:22
announces
8:23
sweeping
8:23
leadership
8:24
changes
8:24
as
8:24
incoming
8:25
President
8:25
and
8:25
CEO
8:26
John
8:26
Furner
8:27
reorganizes
8:28
the
8:28
company
8:28
to
8:28
focus
8:29
on
8:29
AI
8:29
driven
8:30
retail
8:30
transformation.
8:31
According
8:32
to
8:32
a
8:32
Walmart
8:32
press
8:33
release,
8:33
the
8:33
board
8:33
of
8:33
directors
8:34
has
8:34
elected
8:34
new
8:35
leaders
8:35
to
8:35
Walmart
8:36
Inc.
8:36
S
8:36
Executive
8:36
council
8:37
with
8:37
all
8:38
changes
8:38
effective
8:39
February
8:39
1,
8:40
2026.
8:41
Seth
8:41
Diller
8:41
is
8:42
elevated
8:42
to
8:42
Executive
8:43
Vice
8:43
President
8:43
and
8:44
Chief
8:44
Growth
8:45
Officer
8:45
for
8:45
Walmart
8:46
Inc.
8:46
Overseeing
8:46
global
8:47
enterprise
8:47
platforms
8:48
including
8:48
Walmart
8:49
Connect,
8:49
Walmart
8:50
plus
8:50
Walmart
8:51
Data
8:51
Ventures,
8:51
Vizio
8:52
and
8:52
a
8:52
global
8:53
marketplace
8:53
platform.
8:54
David
8:54
Gugina,
8:55
currently
8:55
EVP
8:56
and
8:56
Chief
8:56
e
8:56
commerce
8:57
Officer
8:57
for
8:57
Walmart
8:58
US
8:58
becomes
8:58
President
8:59
and
8:59
CEO
8:59
of
9:00
Walmart
9:01
US.
9:01
Under
9:02
his
9:02
leadership,
9:02
Walmart
9:03
built
9:03
industry
9:03
leading
9:04
delivery
9:04
capabilities
9:05
serving
9:05
95%
9:06
of
9:06
U.S.
9:06
households
9:07
in
9:07
under
9:07
three
9:07
hours.
9:08
And
9:08
and
9:08
Chris
9:09
Nicholas
9:09
moves
9:10
from
9:10
President
9:10
and
9:10
CEO
9:11
of
9:11
Sam's
9:11
Club
9:11
to
9:12
President
9:12
and
9:12
CEO
9:13
of
9:13
Walmart
9:13
International
9:14
succeeding
9:15
Kath
9:15
McClay
9:16
while
9:16
Latrice
9:17
Watkins
9:17
becomes
9:17
the
9:18
new
9:18
President
9:18
and
9:19
CEO
9:19
of
9:19
Sam's
9:20
Club
9:20
U.S.
9:21
furnish
9:21
stated
9:22
quote,
9:22
as
9:22
AI
9:23
rapidly
9:24
reshapes
9:24
retail,
9:25
we
9:25
are
9:25
centralizing
9:26
our
9:26
platforms
9:26
to
9:27
accelerate
9:27
Shared
9:28
capabilities,
9:28
freeing
9:28
up
9:29
our
9:29
operating
9:29
segments
9:30
to
9:30
be
9:30
more
9:30
focused
9:32
on
9:32
and
9:32
closer
9:33
to
9:33
our
9:33
customers
9:34
and
9:34
members,
9:34
end
9:35
quote.
9:36
That
9:36
was
9:36
a
9:36
big
9:37
read
9:37
for
9:37
me
9:37
to
9:37
start
9:37
out
9:38
the
9:38
day.
9:38
Yep,
9:38
we're
9:39
going
9:39
to
9:39
put
9:39
you
9:39
on
9:39
the
9:39
spot
9:39
straight
9:40
away
9:40
too,
9:40
which
9:40
is
9:41
typical
9:41
on
9:41
this
9:41
show.
9:41
It
9:42
feels
9:42
like
9:42
the
9:42
A
9:42
and
9:42
M
9:43
consumer
9:43
and
9:43
retail
9:43
group
9:44
is
9:44
liking
9:44
to
9:44
start
9:44
us
9:45
off
9:45
each
9:45
week
9:45
with
9:45
their
9:46
questions.
9:46
So
9:46
here
9:46
it
9:47
is,
9:47
the
9:47
put
9:47
you
9:48
on
9:48
the
9:48
spot
9:48
question
9:48
of
9:49
the
9:49
week
9:49
from
9:49
A
9:49
and
9:49
M.
9:50
With
9:50
these
9:51
changes,
9:51
John
9:52
appears
9:52
to
9:52
be
9:52
organizing
9:53
for
9:53
continued
9:54
push
9:54
and
9:55
disruption
9:55
in
9:55
the
9:56
digital
9:56
space
9:56
in
9:57
Walmart's
9:58
next
9:58
era,
9:59
stepping
9:59
back
9:59
for
10:00
organizations
10:00
both
10:01
large
10:01
and
10:01
small,
10:01
they
10:02
they're
10:02
hitting
10:02
your
10:02
HR
10:03
expertise.
10:03
Or
10:03
what
10:04
is
10:04
your
10:04
take
10:04
on
10:04
the
10:05
proliferating
10:06
Chief
10:06
Growth
10:07
Officer
10:07
role
10:07
across
10:08
retail
10:08
and
10:08
cpg
10:09
and
10:10
what
10:10
must
10:10
be
10:10
true
10:11
for
10:11
it
10:11
to
10:11
successfully
10:12
add
10:12
incremental
10:13
value
10:13
alongside
10:14
executive
10:15
decision
10:15
makers
10:16
like
10:16
business
10:16
unit
10:16
presidents,
10:17
CMOs
10:18
and
10:18
heads
10:19
of
10:19
sale?
10:20
Better
10:20
you
10:20
than
10:21
me,
10:21
my
10:21
friend.
10:21
The
10:22
floor
10:22
is
10:22
yours.
10:23
Yeah,
10:24
that
10:24
is
10:24
a
10:24
long
10:25
question
10:26
of
10:26
the
10:26
week.
10:27
My
10:27
favorite
10:27
part
10:27
of
10:28
this
10:28
headline
10:28
is
10:28
actually
10:28
the
10:29
part
10:29
that
10:29
says
10:29
they're
10:29
freeing
10:30
up
10:30
our
10:30
operating
10:31
segments
10:31
to
10:31
be
10:32
more
10:32
focused
10:32
on
10:32
and
10:33
closer
10:33
to
10:33
the
10:33
customer.
10:36
That's
10:36
the
10:36
part
10:36
that
10:37
stands
10:37
out
10:37
to
10:37
me.
10:37
I
10:37
don't
10:38
think
10:38
any
10:38
of
10:38
these
10:38
promotions
10:39
necessarily,
10:40
the
10:40
people
10:40
that
10:40
were
10:40
promoted
10:41
to
10:41
different
10:41
roles,
10:41
I
10:42
don't
10:42
think
10:42
all
10:42
of
10:42
that
10:42
is
10:43
totally
10:43
surprising.
10:44
Walmart
10:44
has
10:44
a
10:45
strong
10:45
bench.
10:45
They
10:45
have
10:45
for
10:46
a
10:46
while.
10:47
Obviously
10:47
these
10:47
are
10:48
people
10:48
that
10:48
are
10:48
really
10:48
qualified
10:49
to
10:49
take
10:49
on
10:49
these
10:49
new
10:50
initiatives.
10:51
I
10:51
think
10:51
the
10:51
change
10:52
in
10:52
Seth's
10:52
role
10:53
to
10:53
Chief
10:54
Growth
10:54
Officer,
10:55
I
10:55
think
10:55
previously
10:55
he
10:55
was
10:56
Chief
10:56
Revenue
10:56
Officer,
10:58
it
10:58
almost
10:58
feels
10:59
like
10:59
a
10:59
natural
11:00
progression
11:00
to
11:01
me.
11:01
So
11:01
I
11:01
hate
11:01
to
11:01
say
11:01
it's
11:02
not
11:02
huge
11:02
news,
11:03
but
11:04
that
11:04
feels
11:04
like,
11:04
okay,
11:05
that's
11:05
the
11:05
next
11:05
step
11:06
for
11:06
them
11:06
to
11:06
have
11:06
someone
11:07
that's
11:07
truly
11:08
focused
11:08
on
11:08
the
11:08
expansion
11:09
and
11:09
the
11:09
growth
11:09
opportunities
11:10
inside
11:10
of
11:11
the
11:12
new
11:12
platforms.
11:12
We'll
11:13
say,
11:14
you
11:14
know,
11:14
there's
11:15
so
11:15
many
11:15
initiatives
11:15
in
11:16
today's
11:16
retail
11:17
that
11:18
it's
11:18
easy
11:19
to
11:19
get
11:19
caught
11:20
up
11:20
in
11:20
those
11:20
expanded
11:21
offers
11:21
because
11:21
they
11:22
are,
11:22
they
11:22
offer
11:23
huge
11:23
margins.
11:23
They're
11:24
a
11:24
really
11:24
smart
11:24
play.
11:24
They're
11:25
doing
11:25
wonderful
11:25
things
11:25
for
11:25
the
11:26
industry.
11:26
Right.
11:27
But
11:27
a
11:27
move
11:27
like
11:28
this
11:28
to
11:28
me
11:28
says
11:29
that
11:30
staying
11:30
focused
11:31
on
11:31
those
11:32
initiatives
11:32
and
11:33
the
11:33
expanded
11:33
platforms
11:35
cannot
11:35
come
11:35
at
11:35
the
11:36
expense
11:36
of
11:38
understanding
11:39
the
11:40
customer,
11:40
the
11:41
focus
11:41
and
11:41
the
11:41
clarity
11:42
that
11:42
the
11:42
operators
11:43
need
11:43
to
11:43
take
11:43
care
11:43
of
11:44
their
11:44
customers.
11:44
So
11:44
that's
11:45
why
11:45
that's
11:45
the
11:45
part
11:45
of
11:45
the
11:45
headline
11:46
that
11:46
stands
11:46
out.
11:46
Now,
11:47
to
11:47
really
11:47
answer
11:47
A&M's
11:48
question,
11:51
his
11:51
decision
11:51
to
11:52
add
11:52
the
11:52
title
11:52
of
11:53
Chief
11:53
Growth
11:53
Officer,
11:54
again,
11:54
that
11:54
doesn't
11:54
feel
11:55
totally
11:55
new.
11:55
And
11:56
it's
11:56
a
11:56
new
11:57
title,
11:57
but
11:57
to
11:57
me
11:58
it's
11:58
just
11:58
saying,
11:58
like,
11:58
hey,
11:59
we
11:59
want
11:59
someone
11:59
focused
12:00
in
12:00
how
12:00
we
12:00
expand
12:01
these
12:01
platforms,
12:02
but
12:02
we
12:02
do
12:02
not
12:02
want
12:02
it
12:03
to
12:03
fall
12:03
on
12:03
operations.
12:04
We
12:04
want
12:04
operations
12:05
to
12:05
stay
12:05
focused
12:06
on
12:06
execution
12:06
here.
12:07
Right.
12:09
I
12:10
think
12:10
there
12:11
are
12:11
more
12:11
opportunities
12:12
to
12:12
grow
12:13
the
12:13
business
12:13
day
12:13
by
12:14
day.
12:14
And
12:14
without
12:14
that
12:15
dedicated
12:15
function,
12:16
without
12:16
that
12:16
dedicated
12:17
title
12:17
and
12:18
accountability,
12:19
I
12:19
think
12:19
there's
12:19
an
12:20
option
12:20
for
12:20
this
12:20
to
12:20
turn
12:21
into
12:21
chasing
12:21
shiny
12:22
objects
12:22
and
12:22
seeing
12:22
what
12:23
sticks
12:23
rather
12:23
than
12:23
real
12:24
strategy
12:24
and,
12:25
and
12:26
direction.
12:28
Again,
12:28
this
12:28
was
12:28
a
12:28
long
12:29
question,
12:29
so
12:29
my
12:29
answer
12:29
is
12:30
going
12:30
to
12:30
be
12:30
long
12:30
too.
12:30
I'm
12:31
like,
12:31
how
12:31
do
12:31
I
12:31
hit
12:31
all
12:31
of
12:32
these?
12:32
Right.
12:32
So
12:33
yeah,
12:33
no,
12:33
you're
12:34
doing
12:34
great
12:34
though.
12:34
And
12:34
I've
12:34
got
12:34
a
12:35
ton
12:35
of
12:35
follow
12:35
up
12:35
questions
12:35
for
12:35
you.
12:36
Keep
12:36
on
12:36
going.
12:37
I
12:37
see
12:37
you
12:37
nodding
12:38
and
12:38
your
12:38
facial
12:39
expressions
12:39
changing,
12:40
so
12:40
I
12:40
can't
12:40
wait
12:40
to
12:40
hear
12:40
them.
12:41
So
12:42
for
12:42
this
12:42
role
12:42
to
12:42
really
12:42
make
12:43
a
12:43
difference,
12:43
what
12:43
needs
12:44
to
12:44
be
12:44
true
12:44
for
12:44
it
12:45
to
12:45
successfully
12:45
add
12:46
incremental
12:47
value
12:47
alongside
12:48
execute
12:49
or
12:50
executive
12:50
decision
12:50
makers?
12:51
Right.
12:51
That
12:51
was
12:51
the
12:52
question
12:52
that
12:52
was
12:52
asked.
12:53
I
12:54
hate
12:54
to
12:54
say,
12:56
I
12:56
hate
12:56
for
12:57
this
12:57
to
12:57
be
12:57
such
12:57
a
12:57
simple
12:58
answer,
12:58
but
12:58
I
12:58
really
12:58
think
12:58
it
12:59
comes
12:59
down
12:59
to
12:59
clarity
12:59
and
13:00
accountability.
13:01
Right.
13:02
It
13:02
just
13:02
feels
13:02
like
13:03
if
13:03
we're
13:03
going
13:03
to
13:03
add
13:04
this
13:04
chief
13:04
growth
13:04
officer
13:05
and
13:05
if
13:05
this
13:05
is
13:05
a
13:05
huge
13:06
focus,
13:06
is
13:06
it
13:07
actually
13:07
going
13:08
to
13:08
take
13:08
a
13:08
lift
13:09
from
13:09
the
13:09
operators
13:10
or
13:10
is
13:11
it
13:11
going
13:11
to
13:11
be
13:11
another
13:11
person
13:12
and
13:12
team
13:12
sitting
13:13
in
13:13
the
13:13
meeting?
13:14
Right.
13:14
Is
13:14
it
13:14
going
13:14
to
13:15
allow
13:15
them
13:15
to
13:15
like,
13:16
who
13:16
owns
13:16
the
13:16
P
13:16
and
13:17
L,
13:17
who
13:18
owns
13:18
the
13:18
execution?
13:19
Who
13:19
gets
13:19
to
13:19
make
13:19
the
13:20
decision
13:20
at
13:20
the
13:20
end
13:20
of
13:20
the
13:20
day
13:21
for
13:21
all
13:21
of
13:21
these
13:21
platforms?
13:23
Is
13:23
this
13:23
totally
13:24
lifted
13:24
off
13:24
of
13:24
operations
13:25
or
13:25
how
13:26
do
13:26
they
13:26
collaborate
13:26
together?
13:27
And
13:27
I
13:28
mean,
13:28
time
13:28
will
13:28
tell,
13:29
but
13:29
if
13:29
I
13:29
had
13:29
to
13:29
guess,
13:30
Walmart
13:30
has
13:30
a
13:31
good
13:31
plan
13:31
here
13:31
and
13:31
we'll
13:32
see
13:32
those
13:32
new
13:32
initiatives
13:33
continue
13:33
to
13:33
grow
13:33
and
13:33
expand
13:34
with,
13:34
with
13:35
this
13:35
title.
13:36
That's
13:37
really
13:37
interesting
13:37
to
13:37
me,
13:37
Jen.
13:38
Like,
13:38
you
13:38
know,
13:38
I
13:39
think
13:39
your
13:39
point
13:39
about
13:39
operations
13:40
versus
13:40
new
13:40
growth
13:41
initiatives
13:41
is
13:42
really,
13:42
is
13:42
really
13:42
a
13:42
good
13:42
one
13:43
too.
13:43
And
13:43
when
13:43
I
13:43
look
13:43
at
13:44
like
13:44
what's
13:44
under
13:44
his
13:44
purview,
13:45
the
13:45
only
13:46
one
13:46
where
13:46
I
13:46
feel
13:46
like
13:47
the
13:47
murky
13:48
landscape
13:48
hierarchically
13:49
gets
13:50
a
13:50
little
13:50
clouded
13:50
is
13:50
with
13:50
Marketplace.
13:51
But
13:51
Marketplace,
13:52
for
13:52
the
13:52
most
13:52
part,
13:53
they've
13:53
done
13:53
a
13:53
pretty
13:53
good
13:53
job
13:54
of
13:54
keeping
13:54
that
13:55
self
13:55
contained
13:55
and
13:55
coordinating
13:56
the
13:56
effort
13:56
across
13:57
the
13:57
organization.
13:57
So
13:57
that
13:58
doesn't
13:58
scare
13:58
me.
13:58
But
13:59
the
13:59
other
13:59
ones,
13:59
those
14:00
feel
14:00
really
14:00
separate
14:00
to
14:01
me.
14:01
Like,
14:01
you
14:01
know,
14:01
like
14:01
he's
14:02
probably
14:02
in
14:02
charge
14:02
of,
14:02
I'm
14:03
guessing,
14:03
you
14:03
know,
14:03
the,
14:04
the
14:04
Walmart1,
14:05
the
14:05
one
14:06
pay
14:06
platform
14:06
which
14:06
I
14:07
think
14:07
just
14:07
last
14:07
week
14:07
they
14:07
said
14:08
is
14:08
worth
14:08
$4
14:09
billion,
14:09
which
14:09
is,
14:10
which
14:10
is
14:10
astronomical
14:11
when
14:11
you
14:11
think
14:11
about
14:11
that
14:12
from
14:12
a
14:12
valuation
14:12
perspective
14:13
against
14:13
other
14:14
retailers.
14:14
Like,
14:14
that's
14:15
more
14:15
than
14:15
some
14:15
retailers
14:16
that
14:16
are
14:16
out
14:16
there.
14:16
So
14:17
I
14:17
think
14:17
it
14:17
makes
14:17
sense
14:18
that
14:18
they're
14:18
doing
14:19
this.
14:19
I
14:19
think
14:19
it's
14:20
a
14:20
smart
14:20
move
14:20
by
14:20
Walmart.
14:21
The
14:21
question
14:21
that
14:22
I
14:22
had
14:22
for
14:22
you
14:22
though
14:22
is
14:24
do
14:24
you
14:24
think,
14:25
should
14:25
other
14:26
retailers
14:26
do
14:27
this
14:27
too,
14:27
or
14:28
is
14:28
this
14:28
unique
14:29
to
14:29
Walmart
14:30
and
14:30
Amazon
14:31
and
14:31
maybe
14:31
just
14:32
a
14:32
few
14:32
others?
14:33
I
14:34
think
14:35
retailers
14:36
that
14:36
are
14:36
looking
14:37
forward
14:37
and
14:39
seriously
14:40
committed
14:40
to
14:40
investing
14:41
in
14:42
these
14:42
growth
14:42
platforms,
14:43
alternative
14:43
growth
14:44
platforms.
14:44
Right,
14:44
right.
14:45
I
14:45
think
14:45
it's,
14:45
I
14:45
don't
14:46
think
14:46
it's
14:46
a
14:46
bad
14:46
idea.
14:47
I
14:47
do
14:48
think
14:48
right
14:48
now
14:49
there
14:49
are
14:49
probably
14:49
a
14:50
select
14:50
few
14:50
and
14:50
it's
14:51
the
14:51
larger
14:51
players
14:51
like
14:52
you're
14:52
talking
14:52
about,
14:52
the
14:52
Walmarts,
14:53
the
14:53
Amazons,
14:54
a
14:55
few
14:55
others
14:55
that
14:55
I
14:55
can
14:55
think
14:56
of
14:56
that
14:56
could
14:56
be
14:57
investing
14:57
in
14:58
this
14:58
if
14:58
they're,
15:00
if
15:00
they're
15:00
ready
15:00
to
15:00
truly
15:01
become.
15:02
I
15:02
mean,
15:02
there's,
15:03
there's
15:03
like
15:03
two
15:03
organizations
15:04
going
15:04
on
15:04
here,
15:04
right
15:05
there,
15:05
the
15:05
store
15:06
footprint
15:06
and
15:06
then
15:06
there's
15:07
all
15:07
of
15:07
the
15:07
platforms
15:08
you're
15:08
talking
15:08
about.
15:08
So
15:08
I
15:08
think
15:09
the
15:09
answer
15:09
is
15:09
yes,
15:10
they
15:10
should
15:11
if
15:11
they're
15:11
ready
15:11
to
15:12
play
15:12
in
15:12
that
15:12
space,
15:12
but
15:13
no,
15:13
they
15:13
don't
15:14
need
15:14
to
15:14
add
15:14
it
15:14
if
15:14
they're
15:15
simply
15:15
dabbling
15:16
in
15:16
retail
15:16
media.
15:17
Right.
15:17
That's
15:18
very
15:18
different.
15:19
That's
15:19
a
15:19
really
15:19
good
15:20
point.
15:20
And
15:20
the
15:20
reason
15:21
I
15:21
asked
15:21
that
15:21
question
15:21
too,
15:21
because
15:22
it's
15:22
going
15:22
to
15:22
come
15:22
up
15:22
when
15:22
we
15:22
talk
15:23
about
15:23
the
15:23
quiet
15:23
logistics
15:24
platform
15:24
too
15:24
here
15:25
in
15:25
a
15:25
few
15:25
minutes.
15:25
Like,
15:26
there's
15:26
been
15:26
a
15:26
lot
15:26
of
15:27
starts
15:27
and
15:27
stops
15:27
and
15:27
that
15:28
we're
15:28
going
15:28
to
15:28
sell
15:28
our
15:28
technology
15:29
to
15:29
other
15:29
retailers
15:30
arena,
15:31
or
15:31
to
15:31
create
15:31
other
15:32
business
15:32
ventures
15:32
as
15:32
well.
15:33
So
15:33
I
15:33
think
15:33
you're
15:33
right.
15:33
Like,
15:34
I
15:34
would
15:34
agree
15:34
with
15:34
you
15:34
too.
15:35
Like,
15:35
I
15:35
think
15:35
there's
15:36
probably
15:36
fewer,
15:37
there's
15:37
probably
15:37
a
15:37
handful
15:38
of
15:38
retailers
15:38
that
15:39
should
15:39
probably
15:39
take
15:39
this
15:39
approach
15:40
because
15:40
how
15:40
many
15:40
of
15:40
them
15:41
can
15:41
actually
15:41
create
15:41
new
15:41
businesses
15:42
on
15:42
the
15:42
size
15:42
and
15:43
scale
15:43
of
15:43
a
15:43
Walmart
15:43
or
15:43
an
15:44
Amazon
15:44
is
15:44
probably
15:44
a
15:45
pretty
15:45
big
15:45
question.
15:46
Yeah,
15:47
I
15:47
mean,
15:47
for
15:47
me,
15:47
like
15:47
my
15:48
quick
15:48
take
15:48
on
15:48
the
15:48
headline,
15:49
like,
15:49
I'm
15:49
not
15:49
surprised.
15:49
I
15:50
think
15:50
those
15:50
moves
15:50
make
15:50
sense.
15:51
The
15:51
one
15:51
big,
15:51
the
15:52
one
15:52
thing
15:52
that
15:52
sticks
15:53
out
15:53
to
15:53
me
15:53
just
15:53
from
15:53
an
15:54
organizational
15:54
space
15:55
perspective
15:55
is
15:55
Kath
15:55
McClay
15:56
and,
15:56
and
15:56
what
15:57
happens
15:57
to
15:57
her.
15:57
And
15:57
there
15:57
was
15:58
a
15:58
lot
15:58
of
15:58
rumors
15:58
going
15:59
on
15:59
at
15:59
FMI
15:59
about
15:59
where
16:00
she's
16:00
going
16:00
next,
16:01
which
16:01
we'll
16:01
wait
16:02
to
16:02
see
16:02
if
16:02
those
16:03
play
16:03
out
16:03
the
16:03
way
16:04
people
16:04
were
16:04
telling
16:05
me.
16:05
I
16:05
heard
16:05
from
16:05
multiple,
16:06
multiple
16:06
people
16:06
where
16:06
she's
16:07
going
16:07
next.
16:07
So,
16:08
so
16:08
I
16:08
can't
16:09
wait
16:09
to
16:09
find
16:09
out.
16:09
But,
16:10
but
16:10
yeah.
16:10
And
16:11
then
16:11
the
16:11
only
16:11
other
16:11
thing
16:11
I'd
16:11
say
16:11
too,
16:12
David
16:12
Gugina.
16:12
Yeah,
16:12
I
16:13
kind
16:13
of
16:13
called
16:13
it
16:13
like
16:13
a
16:13
friend
16:14
of
16:14
mine
16:14
said,
16:14
who
16:14
do
16:15
you
16:15
think
16:15
it's
16:15
gonna
16:15
be
16:15
like
16:15
a
16:16
day
16:16
before?
16:16
I
16:16
think
16:16
she
16:16
had
16:16
insight
16:17
that
16:17
they
16:17
were
16:17
gonna
16:17
make
16:17
the
16:18
announcement.
16:18
And
16:18
I,
16:18
like,
16:18
texted
16:19
and
16:19
I
16:19
was
16:19
pretty
16:20
proud
16:20
that
16:20
I
16:20
got
16:20
that
16:20
one
16:21
right
16:21
too,
16:21
Jen,
16:21
so.
16:22
And
16:22
then
16:22
with
16:22
Kath
16:23
Maclay,
16:23
I
16:23
didn't
16:23
really
16:23
think
16:24
about
16:24
that
16:24
aspect
16:24
of
16:25
what's
16:25
happening
16:25
there
16:25
and
16:25
I
16:25
wasn't
16:26
at
16:26
fmi,
16:27
so
16:27
we'll
16:27
have
16:27
to
16:27
see
16:27
if
16:28
the
16:28
rumors
16:28
come
16:29
to
16:29
fruition.
16:29
All
16:30
right,
16:30
so
16:30
let's
16:31
move
16:31
on
16:31
to
16:31
headline
16:31
number
16:32
two.
16:33
Dollar
16:33
General
16:34
is
16:34
expanding
16:34
its
16:35
proprietary
16:35
MYDG
16:36
delivery
16:37
same
16:37
day
16:38
delivery
16:38
service
16:39
to
16:39
more
16:39
than
16:39
17,000
16:40
stores,
16:41
many
16:41
in
16:41
rural
16:42
communities,
16:42
directly
16:43
competing
16:44
with
16:44
Amazon's
16:44
rural
16:45
delivery
16:45
expansion.
16:46
According
16:47
to
16:47
Chain
16:47
Storage,
16:48
this
16:49
expansion
16:49
comes
16:49
as
16:49
Amazon
16:50
invested
16:50
more
16:50
than6.4
16:51
billion
16:52
in
16:52
2025
16:53
to
16:53
expand
16:53
its
16:53
rural
16:54
US
16:54
delivery
16:55
network
16:55
to
16:56
speed
16:56
up
16:56
delivery
16:56
for
16:57
millions
16:57
of
16:57
customers
16:57
in
16:58
less
16:58
densely
16:58
populated
16:59
areas.
17:00
Dollar
17:01
General
17:01
data
17:02
indicates
17:02
that
17:02
approximately
17:03
75%
17:04
of
17:05
the
17:05
US
17:05
population
17:06
lives
17:06
within
17:06
five
17:07
miles
17:07
of
17:08
one
17:08
of
17:08
its
17:08
stores,
17:09
which
17:09
is
17:09
incredible,
17:10
positioning
17:11
the
17:11
company
17:11
to
17:11
support
17:12
same
17:12
day
17:12
delivery
17:12
in
17:13
underserved
17:13
rural
17:14
communities.
17:14
Lydia
17:15
Thatcher,
17:15
VP
17:16
of
17:16
digital
17:16
commerce
17:17
at
17:17
Dollar
17:18
General,
17:18
stated
17:19
MyDG
17:19
delivery
17:20
is
17:20
helping
17:20
bridge
17:21
the
17:21
digital
17:21
gap
17:22
by
17:22
extending
17:22
same
17:23
day
17:23
delivery
17:23
to
17:24
rural
17:24
communities
17:24
nationwide
17:26
through
17:26
Saturday,
17:27
February
17:27
28th.
17:28
So
17:28
that's
17:29
a
17:29
month
17:29
from
17:29
today.
17:31
Dollar
17:31
General
17:32
is
17:32
providing
17:33
customers
17:33
with
17:33
free
17:34
delivery
17:34
on
17:35
one
17:35
MyDG
17:36
delivery
17:37
order
17:37
using
17:37
their
17:37
MyDG.
17:39
You
17:39
have
17:39
to
17:39
say
17:39
MYDG
17:40
a
17:40
lot
17:40
in
17:40
this
17:40
one.
17:41
I
17:41
know
17:41
it's
17:41
a
17:41
lot
17:41
of
17:41
MyDGs.
17:43
They're
17:43
offering
17:43
free
17:44
delivery
17:44
on
17:45
MyDG
17:45
delivery
17:46
order
17:46
using
17:47
their
17:47
MyDG
17:47
re
17:49
with
17:49
the
17:49
option
17:49
to
17:50
expedite
17:50
orders
17:51
to
17:51
one
17:51
hour
17:51
or
17:52
less
17:52
for
17:52
an
17:52
additional
17:53
$1
17:54
fee.
17:54
Sticking
17:54
with
17:55
the
17:55
Dollar
17:55
General
17:55
thing
17:56
there,
17:57
Dollar
17:57
General
17:57
also
17:58
provides
17:58
same
17:58
day
17:58
delivery
17:59
from
18:00
more
18:00
than
18:00
18,000
18:01
stores
18:01
through
18:01
DoorDash
18:02
and
18:02
more
18:03
than
18:03
17,000
18:03
stores
18:04
through
18:04
a
18:04
recently
18:04
launched
18:05
collaboration
18:05
with
18:05
Uber
18:06
Eats.
18:07
Chris,
18:08
Dollar
18:08
General
18:08
versus
18:09
Amazon
18:09
in
18:09
a
18:10
rural
18:10
America
18:11
for
18:11
same
18:11
day
18:11
delivery.
18:12
Who
18:12
wins
18:13
that
18:13
battle?
18:14
Okay,
18:14
you're
18:14
putting
18:15
me
18:15
on
18:15
the
18:15
spot
18:15
now.
18:15
All
18:16
right.
18:16
The
18:16
tables
18:16
are
18:16
turning
18:17
here.
18:17
All
18:17
right,
18:17
I
18:17
love
18:17
that.
18:18
First
18:18
of
18:18
all,
18:18
I
18:18
love
18:18
that
18:19
question.
18:20
All
18:20
right.
18:20
It's
18:20
a
18:20
really
18:21
great
18:21
question.
18:22
I'm
18:22
actually
18:22
going
18:22
to
18:22
go
18:23
a
18:23
different
18:23
direction.
18:23
I
18:23
don't
18:24
think
18:24
it's
18:24
either
18:24
one
18:24
of
18:24
them.
18:25
I
18:25
think.
18:25
Can
18:25
I
18:25
say
18:25
Walmart,
18:26
Jen?
18:26
Can
18:26
I
18:26
say
18:27
Walmart?
18:27
That
18:27
was
18:27
not
18:28
an
18:28
option,
18:28
but
18:28
let's
18:29
hear
18:29
it.
18:29
Let's
18:29
hear
18:29
it.
18:29
Okay.
18:31
I
18:31
mean,
18:31
I
18:31
think
18:31
Walmart's
18:32
got
18:32
the
18:32
biggest
18:32
leg
18:32
up
18:33
in
18:33
the,
18:33
in
18:33
the
18:33
race.
18:34
You
18:34
know,
18:34
given
18:34
like
18:35
what
18:35
I
18:35
said
18:35
with,
18:35
like,
18:35
they're
18:36
within
18:36
95%
18:37
of
18:37
the
18:37
US
18:38
population
18:38
in
18:38
under
18:39
three
18:39
hours.
18:39
Actually,
18:40
like
18:40
so
18:40
very,
18:40
very
18:41
quickly.
18:41
But,
18:42
but
18:43
so
18:43
like,
18:43
I
18:43
think,
18:43
I
18:43
think
18:44
I
18:44
don't,
18:44
I
18:44
think
18:44
I
18:44
frame
18:45
it
18:45
as,
18:45
you
18:45
know,
18:45
what
18:45
we
18:46
got
18:46
at
18:46
least
18:46
talk
18:46
about
18:47
Walmart
18:47
within
18:47
the
18:48
conversation.
18:48
But
18:48
what
18:48
I
18:49
love
18:49
about
18:49
the,
18:50
and
18:51
I'll
18:51
keep
18:51
playing
18:51
the
18:52
acronyms
18:52
is
18:53
that
18:53
dg,
18:54
DG
18:55
specifically
18:55
is
18:56
trying
18:56
to
18:56
create
18:56
its
18:56
own
18:57
network
18:57
versus
18:57
relying
18:58
on
18:58
third
18:59
parties.
19:00
And
19:01
the
19:01
reason
19:01
for
19:01
that,
19:01
if
19:02
you
19:02
get
19:02
back
19:02
to
19:02
it,
19:02
is
19:03
like,
19:03
you
19:03
know,
19:03
why
19:04
should
19:04
you
19:04
do
19:04
this
19:04
versus
19:05
just
19:05
going
19:05
through
19:05
UberEats
19:06
and
19:06
DoorDash
19:07
like
19:07
we
19:07
talked
19:07
about
19:08
with
19:08
Kroger
19:08
on
19:08
last
19:08
week's
19:09
show
19:09
when
19:09
Ann
19:09
was
19:09
here.
19:11
There's
19:11
a
19:11
couple
19:11
reasons.
19:12
One,
19:12
your
19:12
service
19:13
is
19:13
generally
19:13
better
19:14
when
19:14
you
19:14
control
19:14
it
19:14
yourself
19:15
because
19:15
you're
19:16
closer
19:16
to
19:16
that
19:16
customer
19:17
experience
19:17
in
19:17
terms
19:17
of
19:18
how
19:18
it
19:18
all
19:18
plays
19:19
out.
19:19
And
19:19
the
19:19
other
19:19
point
19:20
is
19:20
you
19:20
keep
19:20
control
19:20
of
19:21
your
19:21
first
19:21
party
19:21
data
19:22
as
19:22
well,
19:22
which
19:22
you're
19:23
effectively
19:23
giving
19:24
up
19:24
when
19:24
you
19:24
go
19:24
through
19:24
the
19:25
instacarts
19:25
and
19:25
the
19:26
doordashes
19:26
of
19:26
the
19:26
world.
19:27
So
19:27
the
19:27
only
19:27
real
19:27
question
19:28
of
19:28
why
19:28
not
19:29
to
19:29
do
19:29
this
19:29
is
19:29
economics.
19:30
But
19:30
so
19:31
from
19:31
my
19:31
perspective,
19:31
I
19:32
think
19:32
Dollar
19:32
General
19:33
or
19:33
DG
19:34
has
19:34
to
19:34
go
19:35
this
19:35
direction
19:35
to
19:35
keep
19:35
pace
19:36
with
19:36
both
19:36
Amazon
19:37
and
19:37
Walmart
19:37
in
19:37
the
19:37
long
19:38
run.
19:38
So
19:38
in
19:39
that
19:39
respect,
19:39
to
19:39
me
19:39
it's
19:40
a
19:40
table
19:40
stakes
19:40
investment.
19:41
But
19:41
Jed,
19:41
I'm
19:42
going
19:42
to
19:42
turn
19:42
the
19:42
tables
19:42
on
19:42
you
19:43
because
19:43
I
19:43
want
19:43
to
19:43
go
19:43
back
19:43
to
19:44
you.
19:44
I'm
19:44
curious,
19:45
how
19:45
are
19:45
you
19:46
hearing
19:46
retailers
19:47
approach
19:48
this
19:48
last
19:49
mile
19:49
question,
19:49
which
19:50
I
19:50
was
19:50
basically
19:50
talking
19:51
about
19:51
there,
19:51
in
19:51
terms
19:52
of
19:52
how
19:52
to
19:52
do
19:52
it?
19:53
How
19:53
are
19:53
they
19:53
approaching
19:54
it
19:54
from
19:54
a
19:54
talent
19:54
standpoint?
19:55
Is
19:55
it
19:55
a
19:55
focus?
19:56
Or
19:56
are
19:56
most
19:57
retailers
19:57
resigned
19:58
to
19:58
just
19:58
using
19:58
Instacart
19:59
and
19:59
DoorDash
19:59
versus
20:00
building
20:00
the
20:00
muscle
20:01
memory
20:01
to
20:02
do
20:02
it
20:02
internally
20:02
themselves?
20:03
Like
20:03
what,
20:04
what's
20:04
your
20:04
take
20:04
there?
20:04
What
20:05
do
20:05
you
20:05
see
20:05
in
20:05
the
20:05
marketplace
20:06
over
20:06
these
20:06
last
20:06
few
20:06
years?
20:07
Yeah,
20:07
when
20:08
it
20:08
comes
20:08
to
20:08
the
20:08
last
20:08
mile,
20:09
I
20:09
think
20:10
it's
20:10
a
20:10
good
20:10
question.
20:11
What
20:11
I'm
20:11
seeing
20:12
is
20:12
many
20:12
of
20:12
them
20:12
are
20:13
getting
20:13
creative
20:13
and
20:13
they're
20:14
testing
20:14
out
20:14
where
20:14
they
20:15
can
20:15
own
20:15
pieces
20:16
of
20:16
this
20:16
vers
20:16
versus
20:16
where
20:17
it
20:17
does
20:17
make
20:17
sense
20:17
to
20:18
outsource,
20:18
which
20:18
we've
20:18
seen
20:19
right
20:19
to
20:19
the
20:19
ships
20:19
or
20:20
the
20:20
instacarts
20:20
of
20:20
the
20:20
world.
20:21
We're
20:21
seeing
20:21
retailers
20:22
build
20:22
those
20:22
resources
20:23
internally
20:23
where
20:24
possible,
20:25
specifically
20:25
around
20:26
like
20:26
building
20:26
the
20:26
strategy
20:27
and
20:27
the
20:27
tech
20:27
integrations,
20:28
the
20:28
customer
20:29
service.
20:29
They
20:29
want
20:29
to
20:29
own
20:30
that
20:30
customer
20:30
service
20:30
and
20:31
that
20:31
customer
20:31
experience,
20:32
but
20:32
they're
20:32
really
20:32
leaning
20:33
into
20:33
those
20:33
external
20:34
partners
20:34
for
20:35
the
20:35
toughest
20:35
part,
20:35
which
20:36
is
20:36
staffing
20:36
the
20:37
deliveries
20:38
right
20:38
so
20:39
staffing
20:39
the
20:39
deliveries
20:40
in
20:40
that
20:40
actual
20:41
last
20:41
mile
20:41
of
20:42
how
20:42
does
20:42
it
20:42
get
20:42
to
20:43
the
20:43
doorstep?
20:44
Right,
20:45
to
20:45
get
20:45
it
20:45
to
20:45
their
20:45
doorstep.
20:46
Right.
20:46
It's
20:46
nuanced,
20:47
it's
20:47
expensive,
20:47
it
20:48
can
20:48
carry
20:48
inherent
20:49
risk.
20:49
I
20:49
mean,
20:49
think
20:49
about
20:50
taking
20:50
store
20:51
employees
20:51
or
20:51
distribution
20:52
associates
20:52
and
20:52
putting
20:53
them
20:53
out
20:53
on
20:53
the
20:53
road.
20:53
There's
20:54
just,
20:54
it's
20:54
a
20:54
different
20:55
model
20:56
where
20:56
staffing
20:57
is
20:57
already
20:57
no
20:58
joke.
20:58
Right.
20:58
We
20:59
all
20:59
know
20:59
it's
20:59
hard
21:00
to
21:00
get
21:00
in
21:00
store
21:00
employees.
21:01
It's
21:01
hard
21:01
to
21:01
get
21:02
D.C.
21:03
employees
21:03
right
21:03
now.
21:04
So
21:04
I
21:04
just
21:04
don't
21:04
think
21:05
many
21:05
of
21:05
the
21:06
retailers
21:06
are
21:06
prepared
21:07
as
21:07
much
21:07
as
21:07
they
21:07
may
21:08
be
21:08
looking
21:08
into
21:08
it.
21:08
And
21:09
it's
21:09
a
21:09
great
21:09
idea
21:09
to
21:10
find
21:10
a
21:11
way
21:11
to
21:11
control
21:12
that
21:12
experience
21:13
in
21:13
the
21:13
future.
21:14
I
21:14
mean,
21:14
the
21:15
manpower
21:15
isn't
21:16
there
21:16
to.
21:16
Do
21:16
it
21:17
today,
21:17
so
21:18
there's
21:18
the
21:18
reality
21:18
of
21:18
it
21:19
too.
21:19
All
21:19
right,
21:19
so
21:20
what
21:20
about,
21:20
what
21:20
about
21:20
the
21:20
question
21:21
you
21:21
asked
21:21
me,
21:22
like,
21:22
who
21:22
do
21:22
you
21:22
think
21:22
wins
21:23
in
21:23
the
21:23
battle
21:23
in
21:23
the
21:23
long
21:24
run?
21:24
I'm
21:24
curious
21:24
your
21:24
take
21:24
there
21:25
too.
21:25
Oh,
21:26
who
21:26
wins?
21:27
Well,
21:27
I
21:27
didn't
21:28
know
21:28
Walmart
21:28
was
21:28
an
21:29
option,
21:29
so.
21:30
Oh,
21:32
so
21:32
I'm
21:32
not
21:33
say
21:33
Walmart.
21:34
Here's
21:34
what
21:34
I
21:34
will
21:34
say.
21:35
I'll
21:35
say
21:35
I
21:36
really
21:36
like
21:36
this.
21:37
I
21:37
like
21:37
this
21:37
from
21:37
Dollar
21:38
General.
21:38
I
21:38
think
21:38
they
21:38
know
21:38
their
21:39
customers.
21:39
I
21:39
think
21:40
they're
21:40
not
21:40
trying
21:40
to
21:40
cater
21:41
the
21:41
solution
21:41
to
21:42
and
21:42
be
21:42
the
21:43
next
21:43
Amazon.
21:43
I
21:43
think
21:44
they're
21:44
just
21:44
saying
21:44
in
21:44
these
21:45
areas
21:45
we
21:45
can
21:46
compete.
21:46
If
21:47
they
21:47
truly
21:47
have
21:48
75%
21:49
of
21:49
the
21:49
population
21:50
within
21:50
five
21:50
miles
21:51
from
21:51
a
21:51
store,
21:53
they're
21:53
just
21:53
prepared
21:54
to
21:54
compete.
21:54
So
21:55
I
21:55
would
21:55
say
21:55
I'm
21:55
going
21:55
to
21:55
go
21:56
with
21:56
what
21:56
might
21:56
be
21:57
considered
21:57
the
21:57
underdog
21:58
here
21:58
and
21:58
say,
21:58
I
21:58
think
21:58
Dollar
21:59
General
21:59
has
21:59
a
21:59
strong
22:00
opportunity
22:00
to
22:00
win
22:01
against
22:01
an
22:01
Amazon
22:02
in
22:03
those
22:03
rural
22:03
communities.
22:05
I
22:06
think
22:07
the.
22:07
When
22:08
Amazon
22:08
announced
22:09
its
22:09
plan
22:09
for
22:09
rural
22:10
communities,
22:10
they
22:10
said
22:10
they
22:10
needed
22:11
200
22:11
delivery
22:12
stations.
22:12
Well,
22:13
Dollar
22:13
General
22:14
has
22:14
those
22:14
delivery
22:14
stations,
22:15
Right.
22:15
They're
22:15
going
22:15
to
22:15
use
22:15
their
22:16
store,
22:16
use
22:16
their
22:16
existing
22:17
footprint.
22:18
We
22:18
already
22:18
talked
22:18
about
22:18
how
22:19
many
22:19
stores
22:19
they
22:19
have
22:21
and
22:21
I
22:21
think
22:22
if
22:22
it's
22:22
done
22:22
well,
22:24
I'm
22:24
going
22:24
to
22:24
give
22:24
them
22:25
the
22:25
win.
22:26
Yeah,
22:26
well,
22:26
yeah,
22:26
I
22:27
think
22:27
you're
22:27
right.
22:27
I
22:27
mean,
22:27
I
22:27
think
22:27
you're
22:27
on
22:28
something
22:28
that
22:28
we
22:28
can't
22:28
overlook
22:29
too,
22:29
which
22:29
is
22:29
that
22:29
there
22:29
is
22:30
a
22:30
local
22:30
factor
22:31
to
22:31
where
22:31
people
22:31
choose
22:32
to
22:32
shop.
22:32
And
22:32
so
22:33
Dollar
22:33
General
22:33
is
22:34
that
22:34
local
22:34
factor
22:35
for
22:35
a
22:35
lot
22:35
of
22:35
the
22:35
American
22:36
population.
22:36
And
22:37
so
22:37
Amazon
22:38
is
22:38
not
22:38
that.
22:39
Now
22:39
Amazon
22:39
can
22:40
try
22:40
to
22:40
continue
22:40
to
22:41
fortify
22:41
its
22:41
E
22:42
commerce
22:42
position
22:42
with
22:43
the
22:43
marketplace,
22:44
which
22:44
it's
22:44
done
22:44
very
22:45
well
22:45
and
22:45
will
22:45
continue
22:46
to
22:46
do
22:46
well
22:46
in
22:46
that
22:46
regard.
22:47
But
22:47
I
22:47
think
22:47
there's
22:47
a
22:48
point
22:48
that
22:48
you're
22:48
making
22:48
here
22:48
which
22:49
is,
22:49
you
22:49
know,
22:49
Again,
22:50
it
22:50
goes
22:50
to
22:50
Walmart
22:50
too,
22:51
to
22:51
some
22:51
degree.
22:51
But
22:51
Dollar
22:52
General
22:52
and
22:52
Walmart
22:53
both
22:53
have
22:53
that
22:53
local
22:53
perception
22:54
of
22:54
the
22:54
place
22:54
you
22:55
shop
22:55
and
22:55
there's
22:55
an
22:56
affinity
22:56
to
22:56
that
22:56
that
22:56
is
22:57
hard
22:57
to
22:57
break.
22:57
Ultimately
22:58
over
22:58
time,
22:58
I
22:59
think
22:59
the
22:59
challenge.
22:59
Will
23:00
be
23:01
how
23:01
do
23:01
you
23:01
get
23:01
shoppers
23:02
to
23:02
change
23:02
their
23:03
behavior
23:03
when
23:03
they're
23:04
ordering
23:04
something?
23:05
Because
23:05
that's
23:05
never
23:05
been
23:06
shopper
23:06
behavior
23:07
in
23:07
the
23:07
past.
23:07
Right.
23:08
But
23:08
how
23:08
is
23:08
Dollar
23:09
General
23:09
getting
23:09
in
23:09
front
23:09
of
23:10
them
23:10
with
23:10
announcements
23:11
like
23:11
this,
23:11
offering
23:12
this
23:12
dollar
23:13
delivery
23:16
be
23:16
the
23:16
challenge?
23:16
Like,
23:16
am
23:16
I
23:16
going
23:16
to
23:17
go
23:17
to
23:17
my
23:17
phone
23:17
and
23:17
open
23:17
up
23:18
my
23:18
DG
23:18
app?
23:19
My
23:19
dg,
23:20
which
23:20
is
23:20
the
23:21
new
23:21
acronym
23:21
we're
23:21
using.
23:22
Right,
23:22
right.
23:23
And,
23:24
and
23:24
that
23:24
will
23:24
be
23:25
the
23:25
challenge.
23:25
But
23:26
I
23:26
do
23:26
think
23:26
there
23:26
are
23:26
some
23:27
very
23:27
loyal
23:28
in
23:28
those
23:28
rural
23:29
communities,
23:29
people
23:30
that
23:30
love
23:30
their
23:30
Dollar
23:31
General,
23:31
it's
23:31
the
23:32
closest
23:32
store
23:32
to
23:32
them.
23:33
So
23:33
I
23:33
would
23:33
say
23:33
that's
23:33
the
23:34
biggest
23:34
challenge.
23:35
Yeah.
23:35
And
23:35
also
23:35
like
23:36
how
23:36
much
23:36
assortment
23:36
you
23:37
can
23:37
provide
23:37
via
23:37
this
23:38
method
23:38
too.
23:38
Like,
23:39
you
23:39
know,
23:39
is
23:40
it,
23:40
is
23:40
it,
23:40
is
23:41
it
23:41
going
23:41
to
23:41
give
23:41
people
23:42
what
23:42
they
23:42
want
23:42
consistently?
23:43
I
23:43
also
23:43
think
23:43
it
23:44
gets
23:44
potentially
23:44
into
23:44
like
23:45
a
23:45
membership
23:45
aspect
23:46
too.
23:46
Like
23:46
with
23:46
dol,
23:47
it
23:47
gives
23:48
them
23:48
potentially
23:48
another
23:48
income
23:49
source
23:49
in
23:49
the
23:49
long
23:49
run
23:50
as
23:50
they're
23:50
testing
23:50
this
23:50
out
23:51
and
23:51
understand
23:51
how
23:52
valuable
23:52
it
23:52
is
23:52
to
23:53
different
23:53
people.
23:53
So.
23:54
All
23:54
right,
23:54
well,
23:55
great
23:55
discussion.
23:55
God,
23:55
this
23:56
is
23:56
so
23:56
much
23:56
fun.
23:56
All
23:57
right,
23:57
headline
23:57
number
23:57
three.
23:58
Amazon
23:59
is
23:59
planning
23:59
a
23:59
second
24:00
round.
24:00
This
24:00
one's
24:01
going
24:01
to
24:01
be
24:01
huge.
24:01
I
24:01
can't
24:01
wait.
24:02
It's
24:03
so,
24:03
so
24:04
timely
24:04
that
24:05
Amazon
24:05
makes
24:05
this
24:05
announcement
24:06
today
24:07
and
24:08
have
24:08
you
24:08
on
24:08
the
24:08
show.
24:08
So
24:09
Amazon
24:09
is
24:09
planning
24:09
a
24:10
second
24:10
round
24:10
of
24:10
corporate
24:11
job
24:11
cuts
24:11
this
24:12
week
24:12
as
24:13
part
24:13
of
24:13
its
24:13
broader
24:14
goal
24:14
of
24:14
trimming
24:14
approximately
24:15
30,000
24:16
white
24:17
collared
24:17
workers,
24:18
with
24:18
CEO
24:19
Andy
24:19
Jassy
24:20
attributing
24:20
the
24:20
cuts
24:21
to
24:21
bureaucracy
24:21
and
24:22
culture
24:22
rather
24:23
than
24:23
AI
24:23
or
24:24
financial
24:24
pressures.
24:25
According
24:26
to
24:26
Reuters,
24:27
Amazon
24:27
cut
24:28
approximately
24:28
14,000
24:29
corporate
24:29
jobs
24:29
in
24:29
October
24:30
and
24:30
is
24:30
planning
24:30
to
24:30
cut
24:31
roughly
24:31
the
24:31
same
24:32
number
24:32
this
24:33
week.
24:33
And
24:33
actually
24:33
just
24:33
came
24:34
out
24:34
this
24:34
morning
24:34
before
24:34
we
24:35
went
24:35
to
24:35
print
24:36
that
24:36
that
24:36
number
24:36
is
24:37
roughly
24:37
16,000,
24:38
I
24:38
believe,
24:38
potentially
24:40
beginning,
24:40
like
24:41
I
24:41
said,
24:42
as
24:42
early
24:42
as
24:42
today.
24:43
The
24:43
layoffs
24:43
will
24:43
affect
24:44
Amazon
24:44
Web
24:45
Services,
24:45
retail,
24:45
prime
24:46
video
24:46
and
24:46
human
24:47
resources
24:47
units,
24:48
though
24:48
the
24:48
full
24:49
scope
24:49
does
24:49
still
24:49
remain
24:50
unclear.
24:50
CEO
24:50
Andy
24:51
Jassy
24:51
told
24:51
analysts
24:52
during
24:52
the
24:52
company's
24:52
Q3
24:53
earnings
24:53
call
24:53
that
24:54
the
24:54
reduction
24:54
was,
24:54
quote,
24:55
not
24:55
really
24:55
financially
24:56
driven
24:56
and
24:56
it's
24:57
not
24:57
even
24:57
really
24:57
a
24:58
I
24:58
driven.
24:59
Rather,
25:00
it's
25:00
culture,
25:01
end
25:01
quote.
25:01
Explaining
25:02
that
25:02
you,
25:02
quote,
25:02
end
25:03
up
25:03
with
25:03
a
25:03
lot
25:03
more
25:04
people
25:04
than
25:04
you
25:04
had
25:04
before
25:05
and
25:05
you
25:06
end
25:06
up
25:06
with
25:06
a
25:06
lot
25:06
more
25:06
layers.
25:07
Oh
25:07
my
25:07
God,
25:07
this
25:07
is
25:08
going
25:08
to
25:08
be
25:08
a
25:08
field
25:08
day
25:08
for
25:08
you,
25:08
Jen.
25:09
End
25:09
quote.
25:10
The
25:10
30,000
25:11
total
25:11
job
25:11
cuts
25:12
would
25:12
represent
25:12
nearly
25:12
10%
25:13
of
25:13
Amazon,
25:13
Amazon's
25:14
corporate
25:14
workforce,
25:15
but
25:15
only
25:15
a
25:15
small
25:16
portion
25:16
of
25:16
the
25:16
company's
25:17
1.58
25:18
million
25:19
total
25:19
employees.
25:19
I
25:19
had
25:20
no
25:20
idea
25:20
they
25:20
had
25:20
that
25:20
many
25:20
employees,
25:21
with
25:21
the
25:21
majority
25:22
working,
25:22
of
25:22
course,
25:22
in
25:23
fulfillment
25:23
centers
25:24
and
25:24
warehouses.
25:25
This
25:25
would
25:25
be
25:25
the
25:25
largest
25:26
layoff
25:26
in
25:27
Amazon's
25:27
three
25:28
decade
25:28
history,
25:29
surpassing
25:30
the
25:30
approximately
25:31
27,000
25:32
jobs
25:32
trimmed
25:32
in
25:33
2022.
25:34
Jen,
25:36
Andy
25:36
Jassy
25:37
says
25:37
this
25:37
is,
25:37
this
25:38
is
25:38
all
25:38
about
25:38
culture
25:39
and
25:39
bureaucracy
25:40
and
25:40
not
25:40
AI
25:40
or
25:40
finances.
25:42
Do
25:42
you
25:42
buy
25:42
that
25:42
explanation?
25:44
And
25:44
also
25:44
here's
25:45
the
25:45
second
25:45
question.
25:46
How
25:46
should
25:46
the
25:47
broader
25:47
industry
25:48
examine
25:48
this
25:49
plan
25:49
and
25:49
what
25:49
action
25:50
should
25:50
they
25:50
be
25:50
thinking
25:50
about
25:51
taking?
25:52
Okay,
25:52
so
25:52
first
25:53
of
25:53
all,
25:53
I
25:53
think
25:53
between
25:54
the
25:54
two
25:54
cuts
25:55
since
25:55
October,
25:56
there's
25:56
30,000
25:57
jobs.
25:57
Ish.
25:58
Right.
25:58
So
25:59
I
25:59
just
25:59
want
25:59
to
25:59
take
25:59
a
26:00
minute
26:00
and
26:00
say
26:01
that's
26:02
never
26:02
to
26:02
be
26:02
taken
26:02
lightly.
26:03
I
26:03
feel
26:03
for
26:03
those
26:04
affected.
26:04
That's
26:04
really
26:04
hard
26:05
stuff.
26:05
Right.
26:06
We're
26:06
seeing
26:06
these
26:07
headlines
26:08
every
26:08
single
26:08
day,
26:09
corporate
26:09
layoffs.
26:09
So
26:10
I
26:10
want
26:10
to
26:10
just
26:10
take
26:10
a
26:11
moment
26:11
and
26:11
play
26:12
on
26:12
the
26:12
human
26:12
aspect
26:13
of
26:13
it.
26:13
Like
26:13
that
26:14
is
26:14
very
26:14
hard.
26:15
Now
26:15
to
26:15
answer
26:15
your
26:16
question,
26:16
am
26:17
I
26:17
buying
26:17
the
26:17
explanation
26:18
here?
26:19
I
26:20
can
26:20
only
26:20
hope
26:21
that
26:21
Andy
26:21
honestly
26:22
sees
26:22
bureaucracy
26:23
and
26:23
these
26:23
quote
26:24
unquote
26:24
layers
26:25
that
26:25
have
26:25
been
26:25
created
26:26
as
26:26
a
26:26
real
26:26
issue.
26:26
Because
26:27
I
26:27
do,
26:28
I
26:28
believe
26:29
that
26:29
is
26:29
a
26:29
huge
26:30
issue.
26:30
And
26:30
I
26:30
think
26:31
anyone
26:31
in
26:31
corporate
26:31
retail
26:32
at
26:32
a
26:32
leadership
26:33
level
26:34
feels
26:34
frustrated
26:35
by
26:35
this
26:36
like
26:36
additional
26:36
bureaucracy.
26:37
17
26:38
layers
26:38
of
26:38
approval.
26:39
I'm
26:40
at
26:40
a
26:40
senior
26:40
director
26:41
role,
26:41
VP
26:42
level
26:42
role.
26:42
We
26:43
talk
26:43
to
26:43
these
26:43
executives
26:44
every
26:44
day
26:45
on
26:45
our
26:45
team
26:46
and
26:47
they
26:47
feel
26:47
like
26:47
they
26:47
still
26:48
don't
26:48
get
26:48
to
26:48
own
26:48
their
26:48
business
26:49
like
26:49
they
26:50
used
26:50
to.
26:50
Right.
26:50
Like
26:51
business
26:51
has
26:52
changed.
26:52
Right.
26:53
And
26:53
it
26:54
sounds
26:54
like
26:54
you
26:54
were
26:54
there.
26:54
Right.
26:55
So
26:55
I'll
26:55
never
26:55
go
26:55
back
26:56
for
26:56
that
26:56
reason,
26:56
actually,
26:57
because
26:57
I
26:57
have
26:57
a
26:57
lot
26:57
more
26:57
autonomy
26:58
in
26:58
what
26:58
I
26:58
do
26:58
now.
26:59
Yeah.
26:59
And,
27:00
and
27:00
I
27:00
think
27:00
we
27:01
see.
27:01
And
27:01
this
27:01
is
27:02
sort
27:02
of
27:02
a
27:02
side
27:02
note
27:02
and
27:02
then
27:02
I'll
27:03
get
27:03
back
27:03
to
27:03
answering
27:03
your
27:03
question.
27:04
But
27:04
we
27:04
see
27:04
we
27:05
also
27:05
with
27:05
manufacturing
27:06
and
27:06
distribution,
27:07
that
27:07
is
27:07
private
27:07
equity
27:08
backed.
27:08
So
27:08
they're
27:09
like
27:09
the
27:09
small
27:09
to
27:09
midsize
27:10
growing
27:11
when
27:12
PE
27:13
steps
27:13
in.
27:13
And
27:13
I
27:14
know
27:14
not
27:14
everybody
27:14
loves
27:14
private
27:15
equity,
27:15
but
27:15
when
27:15
PE
27:16
steps
27:16
in,
27:16
they
27:17
do
27:17
trim
27:17
the
27:17
fat.
27:18
They
27:18
minimize
27:19
the
27:19
layers.
27:19
And
27:19
they
27:20
say
27:20
you
27:20
own
27:20
your
27:20
business
27:21
and
27:21
here's
27:21
how
27:21
we
27:21
grow.
27:22
And
27:22
some
27:23
of
27:23
the
27:23
leaders
27:23
that
27:23
step
27:24
out
27:24
of
27:24
corporate
27:25
retail
27:25
and
27:25
into
27:25
those
27:26
more
27:26
PE
27:26
backed
27:27
environments,
27:27
they
27:27
thrive
27:28
because
27:28
of
27:28
the
27:29
autonomy.
27:29
There's
27:29
pressure,
27:30
but
27:30
there's
27:31
autonomy.
27:31
I've
27:32
never
27:32
thought
27:32
about
27:32
that
27:32
actually,
27:32
Jen,
27:33
that's
27:33
really,
27:33
that's
27:34
really
27:34
interesting.
27:34
The
27:34
dichotomy
27:35
between
27:35
private
27:35
equity
27:36
which
27:36
Makes
27:36
sense.
27:36
Yeah,
27:37
because
27:37
they're
27:37
going
27:37
to
27:37
trim
27:37
everybody
27:38
out
27:38
and
27:38
you
27:38
just
27:38
got
27:38
to
27:39
own
27:39
it
27:39
and
27:39
get
27:39
it
27:39
done.
27:39
And
27:40
if
27:40
you
27:40
don't,
27:40
you're
27:40
out
27:40
probably.
27:41
Right,
27:42
right.
27:42
And
27:42
then.
27:42
But
27:43
if
27:43
you
27:43
are
27:43
owning
27:43
it
27:43
and
27:44
you're
27:44
getting
27:44
results,
27:44
they
27:45
give
27:45
you
27:45
even
27:45
more
27:45
ownership.
27:46
Like,
27:46
great,
27:46
just
27:47
send
27:47
me
27:47
a
27:47
text
27:47
before
27:48
that
27:48
approval.
27:48
Instead
27:49
of
27:49
in
27:49
today's
27:49
retail
27:50
corporate
27:50
America,
27:51
you
27:51
have
27:51
to
27:51
make
27:51
17
27:52
slideshows
27:53
and
27:53
change
27:54
the
27:54
borders
27:54
six
27:55
times.
27:55
Right.
27:56
Before
27:56
you
27:57
can
27:57
get
27:57
that
27:57
approved.
27:58
So
27:58
anyways,
27:59
to
27:59
go
28:00
back
28:00
to
28:00
this,
28:00
am
28:00
I
28:01
buying
28:01
the
28:01
explanation?
28:02
I
28:02
mean,
28:02
look,
28:03
I
28:03
think
28:03
both
28:03
can
28:03
be
28:04
true.
28:04
I
28:04
think,
28:05
think
28:05
hopefully
28:06
again
28:06
I
28:07
very
28:07
much
28:07
hope
28:07
that
28:08
he
28:08
sees
28:08
this
28:08
as
28:08
an
28:09
issue
28:09
and
28:09
he's
28:09
like,
28:09
look,
28:09
let's
28:10
try
28:10
to
28:10
minimize
28:11
the
28:11
layers
28:11
in
28:12
bureaucracy
28:12
and
28:12
let
28:12
our
28:13
team
28:13
do
28:13
their
28:13
work.
28:15
But
28:15
at
28:15
the
28:15
same
28:16
time,
28:16
of
28:16
course
28:16
there's
28:17
a
28:17
financial
28:17
impact
28:18
here.
28:18
I
28:18
mean
28:18
when
28:18
you
28:19
trim
28:20
16,000
28:21
jobs,
28:21
there's
28:22
definitely
28:22
a
28:22
financial
28:22
impact.
28:23
And
28:23
of
28:23
course
28:24
AI,
28:25
when
28:25
done
28:25
right,
28:26
allows
28:26
strategic
28:27
talent
28:27
to
28:27
do
28:27
so
28:27
much
28:28
more
28:28
with
28:28
less
28:28
headcount.
28:29
So
28:29
I
28:29
think
28:29
AI
28:30
enables
28:32
some
28:32
of
28:32
these
28:32
jobs
28:32
to
28:33
be
28:33
cut
28:34
and,
28:34
and
28:35
the
28:35
work
28:36
to
28:36
go
28:36
on.
28:38
Would
28:39
I.
28:39
Here's
28:39
the
28:39
second
28:39
part
28:40
of
28:40
your
28:40
question.
28:40
Would
28:41
I
28:41
suggest
28:42
that
28:42
the
28:42
broader
28:43
industry
28:43
take
28:43
note?
28:44
I
28:45
don't
28:45
know
28:45
if
28:45
people
28:46
are
28:46
going
28:46
to
28:46
like
28:46
my
28:46
answer
28:46
here,
28:47
Chris,
28:47
but
28:48
we're
28:48
going
28:48
to
28:48
be
28:48
honest
28:48
here
28:49
on.
28:49
The
28:49
OMNI
28:49
talk,
28:50
we
28:50
100%
28:51
are
28:51
going
28:51
to
28:51
be
28:51
frank.
28:52
Yeah.
28:53
So
28:53
I
28:54
just
28:54
would
28:54
truthfully
28:55
say
28:55
I
28:55
think
28:55
most
28:56
organizations
28:57
could
28:57
cut
28:57
10%
28:57
of
28:58
their
28:58
corporate
28:58
teams
28:59
and
28:59
be
28:59
more
29:00
effective,
29:00
more
29:00
efficient
29:01
as
29:01
long
29:01
as
29:01
it's
29:02
done
29:02
really
29:02
well.
29:03
I
29:03
think
29:03
it's
29:04
good
29:04
business
29:04
in
29:04
some
29:05
ways.
29:05
We're
29:05
not
29:05
the
29:06
same,
29:06
same
29:06
business
29:07
we
29:07
were
29:07
10
29:07
years
29:07
ago.
29:08
We
29:08
shouldn't
29:08
have
29:09
the
29:09
same
29:09
size
29:09
teams
29:10
we
29:10
had
29:10
10
29:10
years
29:11
ago.
29:11
I
29:11
think
29:11
it
29:11
just
29:12
makes
29:12
sense.
29:14
What
29:15
I've
29:15
seen
29:15
that
29:15
has
29:15
gone
29:16
wrong
29:16
is
29:17
some
29:17
of
29:17
these
29:17
organizations
29:19
making
29:19
these
29:19
types
29:20
of
29:20
cuts
29:22
and
29:23
saying,
29:23
hey,
29:23
AI
29:24
can
29:24
help.
29:25
But
29:25
instead
29:26
of
29:26
actually
29:27
doing
29:27
the
29:28
work
29:28
to
29:28
create
29:29
better
29:29
budgets,
29:30
better
29:30
support,
29:31
better
29:31
tech,
29:32
they're
29:32
giving
29:33
them
29:33
like
29:33
half
29:33
baked
29:34
tech.
29:34
Here's
29:35
a
29:35
chat
29:35
GPT
29:37
and
29:37
now
29:38
can
29:38
you
29:38
do
29:38
six
29:38
jobs?
29:39
Because
29:39
we
29:39
just
29:39
cut
29:39
the
29:40
five
29:40
around
29:40
you
29:41
and
29:41
that's
29:41
gonna
29:42
burn
29:42
out
29:42
top
29:42
talent
29:43
fast.
29:43
Right.
29:43
So
29:43
I
29:43
think
29:44
that,
29:44
I
29:44
mean
29:44
it
29:44
has
29:44
to
29:44
be
29:45
done
29:45
really
29:45
well.
29:45
I'm
29:46
not
29:46
sitting
29:46
here
29:46
saying
29:47
I'm
29:47
going
29:47
to
29:47
be
29:47
the
29:47
expert
29:48
on
29:48
how
29:48
to
29:48
do
29:48
that,
29:49
but
29:49
I've
29:49
seen
29:50
it
29:50
gone
29:50
wrong
29:51
when
29:51
it's
29:51
done
29:52
incorrectly.
29:53
But
29:53
overall
29:53
I,
29:54
I'm
29:55
a
29:55
fan
29:55
of
29:55
trimming
29:56
the
29:56
fat
29:56
at
29:56
the,
29:56
on
29:56
the
29:57
corporate
29:57
teams
29:57
and
29:58
and
29:58
just
29:58
hiring
29:59
better
29:59
A
29:59
players
29:59
for
30:00
the
30:00
roles
30:00
that
30:00
you
30:00
keep.
30:01
That's
30:01
really
30:01
interesting
30:02
too.
30:02
I
30:02
didn't
30:02
expect
30:03
to
30:03
go
30:03
in
30:03
that
30:03
direction.
30:03
It's
30:04
funny
30:04
because
30:04
it's
30:04
timely.
30:04
I'm
30:05
having
30:05
a,
30:05
I'm
30:05
doing
30:05
a
30:06
recording
30:06
a
30:06
podcast
30:06
with
30:07
Experian
30:07
Technologies
30:08
on
30:08
Monday
30:08
and
30:09
that's
30:09
one
30:09
of
30:09
the
30:09
questions
30:10
I'm
30:10
going
30:10
to
30:10
ask
30:10
them
30:10
is
30:11
like,
30:11
how
30:11
do
30:11
you
30:11
actually
30:11
implement
30:12
AI
30:13
for
30:13
the
30:13
purpose
30:13
of
30:14
workplace
30:14
efficiency?
30:15
And
30:15
when
30:16
you
30:16
put
30:16
it
30:16
in
30:16
the
30:16
context
30:16
of
30:17
like,
30:17
how
30:17
do
30:17
you
30:17
think
30:17
about
30:17
your
30:18
organizational
30:18
design?
30:19
I
30:19
think
30:19
that's
30:20
a
30:20
really
30:20
great
30:20
point
30:21
you're
30:21
making,
30:21
Jen,
30:21
is
30:22
like,
30:22
I
30:22
would
30:22
probably
30:23
experiment
30:24
with
30:24
what
30:24
the
30:24
right
30:24
answers
30:25
are
30:25
for
30:25
workplace
30:26
efficiency
30:26
before
30:26
I
30:26
just
30:27
go
30:27
and
30:27
make
30:27
cuts
30:28
on
30:28
the
30:28
idea
30:28
that
30:28
AI
30:29
can
30:29
get
30:29
me
30:29
to
30:30
the
30:30
place
30:30
I
30:30
want
30:30
to
30:30
be.
30:31
And
30:31
in
30:31
general
30:32
there's
30:32
probably
30:32
just
30:33
as
30:33
what
30:33
I
30:33
heard
30:33
you
30:34
say,
30:34
in
30:34
general
30:35
there's
30:35
probably
30:35
just
30:36
ways
30:36
to
30:36
trim
30:36
the
30:36
fat
30:37
in
30:37
the
30:37
organization
30:38
too.
30:38
So
30:38
I'm
30:38
glad
30:39
you
30:39
came
30:39
back
30:39
around
30:39
on
30:39
that
30:39
because
30:40
I
30:40
was
30:40
going
30:40
to,
30:40
I
30:40
was
30:40
going
30:41
to
30:41
ask
30:41
you
30:41
that.
30:41
But
30:41
I
30:42
mean,
30:42
for
30:42
me,
30:42
I,
30:43
I,
30:43
I
30:43
fundamentally
30:44
agree
30:44
with
30:44
everything
30:44
you
30:45
said.
30:45
I
30:45
think
30:46
the
30:46
way
30:46
I'd
30:47
sum
30:47
it
30:47
up
30:47
from
30:47
my
30:47
perspective
30:48
in
30:48
my
30:48
language
30:49
is
30:49
like,
30:49
I
30:50
think
30:50
it's
30:50
just
30:50
good
30:50
business.
30:51
And
30:51
does
30:51
it
30:51
have
30:52
to
30:52
do
30:52
with
30:52
AI
30:53
or
30:53
does
30:53
it
30:53
not?
30:53
Like,
30:54
I
30:54
don't
30:54
think
30:55
that
30:55
question
30:55
really
30:55
matters.
30:56
It's
30:56
kind
30:56
of
30:56
a,
30:57
it's
30:57
kind
30:57
of
30:57
a
30:57
moot
30:57
point
30:58
at
30:58
the
30:58
end
30:58
of
30:58
the
30:58
day.
30:59
And
30:59
at
31:00
the
31:00
end
31:00
of
31:00
the
31:00
day
31:00
you
31:00
just
31:00
always
31:01
need
31:01
to
31:01
get
31:01
in
31:02
front
31:02
of
31:02
things
31:02
and
31:02
get
31:03
leaner
31:03
as
31:04
much
31:04
as
31:04
you
31:04
can.
31:04
And
31:05
so
31:05
whether
31:05
that's
31:05
chewing
31:06
the
31:06
trimming
31:07
the
31:07
fat
31:07
or
31:07
employing
31:08
AI,
31:08
like
31:09
it
31:09
doesn't
31:09
really
31:09
matter.
31:10
And
31:10
so
31:10
like,
31:10
I
31:10
think
31:10
it's
31:11
just
31:11
good
31:11
business.
31:11
And
31:11
I
31:11
think
31:12
to
31:12
your
31:12
point
31:12
too,
31:13
the
31:14
smart
31:14
retailers
31:15
are
31:15
looking
31:15
at
31:15
this
31:16
announcement
31:16
and
31:16
going,
31:17
huh,
31:18
do
31:18
I
31:18
need
31:18
to
31:18
take
31:19
a
31:19
hard
31:19
look
31:19
at
31:19
this
31:19
in
31:19
my
31:20
organization?
31:21
And
31:21
my
31:22
question
31:22
for
31:22
you
31:22
though
31:22
is
31:22
like,
31:23
how
31:23
many,
31:23
how
31:23
many
31:24
executives
31:24
do
31:24
you
31:24
think
31:24
think
31:25
are
31:25
doing
31:25
that
31:26
versus
31:26
they're
31:26
just
31:26
like,
31:27
this
31:27
is
31:27
a
31:27
one
31:28
off,
31:28
Like,
31:28
I'm
31:28
not
31:28
going
31:28
to
31:28
pay
31:28
attention
31:29
to
31:29
it.
31:29
I'm
31:29
just
31:29
going
31:29
to
31:29
look
31:29
at
31:29
my
31:30
organization,
31:30
keep
31:30
running
31:30
it
31:31
the
31:31
same
31:31
way.
31:31
Or
31:31
do
31:32
you
31:32
think
31:32
most
31:32
of
31:32
the
31:32
leaders
31:33
generally
31:33
are
31:33
trying
31:34
to
31:34
look
31:34
at
31:34
this
31:34
type
31:34
of
31:35
thing?
31:35
Every
31:35
single
31:36
year?
31:37
To
31:38
my
31:38
knowledge,
31:39
in
31:39
our
31:40
clients
31:40
and
31:40
in
31:40
our
31:41
network,
31:41
every
31:42
single
31:42
year
31:42
we're
31:43
looking
31:43
at
31:43
workplace
31:44
efficiency
31:45
and
31:45
org
31:45
charts.
31:47
What?
31:48
I
31:48
don't
31:48
know,
31:49
I
31:50
know,
31:50
you
31:50
know,
31:50
some
31:50
people
31:51
put
31:51
it
31:51
on
31:51
hr,
31:52
like,
31:52
hey,
31:52
is
31:52
HR
31:52
working
31:53
on
31:53
this?
31:53
Well,
31:54
here's
31:54
the
31:54
deal,
31:54
if
31:55
we're
31:55
talking
31:55
about
31:55
it
31:55
being
31:55
done
31:56
well,
31:57
you
31:57
have
31:57
to
31:57
tell
31:57
HR
31:58
what
31:58
you
31:58
can
31:59
and
31:59
can't
31:59
do
31:59
without
32:00
and
32:00
where
32:01
you
32:01
could
32:01
thrive.
32:02
And
32:02
hey,
32:02
we
32:02
can
32:02
get
32:03
rid
32:03
of
32:03
two
32:03
headcount.
32:04
Because
32:05
I
32:05
want
32:05
to
32:05
implement
32:05
this
32:06
tech
32:06
to
32:06
take
32:06
over.
32:07
Like
32:07
there
32:07
has
32:07
to
32:07
be
32:08
again,
32:08
that
32:08
plan.
32:09
It's
32:09
not
32:09
just
32:09
HR
32:10
makes
32:10
the
32:10
decision
32:11
and
32:11
OPS
32:12
has
32:12
to
32:12
deal
32:12
with
32:12
it,
32:13
or
32:13
OPS
32:13
makes
32:13
the
32:14
decision
32:14
and
32:14
tells
32:14
HR
32:15
there
32:15
really
32:15
needs
32:15
to
32:15
be
32:15
a
32:16
collaboration
32:16
there
32:16
for
32:17
it
32:17
to
32:17
be
32:17
done
32:17
well.
32:18
Right.
32:18
And
32:18
that,
32:19
that
32:19
goes
32:19
back
32:19
to
32:19
your
32:20
point
32:20
about
32:20
bureaucracy
32:20
too,
32:21
because
32:21
that
32:21
becomes
32:21
difficult
32:22
as
32:22
an
32:22
executive
32:22
too,
32:23
because
32:23
how
32:23
much
32:23
of
32:24
that
32:24
do
32:24
you
32:24
actually
32:24
owe
32:25
in
32:25
terms
32:26
of
32:26
determining
32:26
the
32:27
design
32:27
and
32:27
creation
32:28
of
32:28
your
32:28
organizational
32:29
structure
32:29
underneath
32:30
you?
32:30
So
32:30
it's
32:31
kind
32:31
of
32:31
like
32:31
a
32:31
chicken
32:31
and
32:31
the
32:32
egg
32:32
thing
32:32
that
32:32
you
32:32
start
32:32
to
32:33
get
32:33
into
32:33
here
32:33
if
32:33
you're
32:34
not
32:34
careful
32:34
as
32:34
well.
32:35
For
32:35
sure.
32:35
I
32:36
mean,
32:36
in
32:36
my
32:36
ideal
32:37
situation,
32:38
and
32:38
unfortunately,
32:39
they
32:39
don't
32:39
always
32:39
call
32:39
me
32:40
Chris.
32:40
I
32:40
don't
32:40
know
32:40
why
32:42
they
32:42
don't
32:43
always
32:43
call
32:43
me
32:43
either.
32:44
Listen
32:44
to
32:44
me.
32:45
But
32:46
in
32:46
my
32:46
ideal
32:47
situation,
32:48
you
32:48
leave
32:49
it
32:49
up
32:49
to
32:49
the
32:49
business
32:50
leader,
32:50
right?
32:50
As
32:51
much
32:51
as
32:51
possible,
32:51
you
32:52
say,
32:52
hey,
32:52
here's
32:52
what
32:53
we
32:53
need
32:53
to
32:53
hit.
32:53
Here's
32:54
the
32:54
margins
32:54
we
32:54
need
32:54
to
32:54
be
32:55
at,
32:55
here's
32:55
the
32:55
revenue,
32:56
here's
32:57
plan,
32:57
right?
32:57
Everyone
32:57
has
32:58
a
32:58
budget.
32:58
We're
32:59
in
32:59
retail.
32:59
We
32:59
watch
33:00
every
33:00
dollar
33:01
in
33:01
that,
33:03
let
33:03
them
33:03
figure
33:03
out
33:04
how
33:04
to
33:04
get
33:04
there.
33:04
But
33:04
then
33:05
it's
33:05
on
33:05
them
33:05
if
33:05
they
33:06
don't,
33:06
right?
33:06
If
33:06
you
33:06
decide
33:07
to
33:07
headcount
33:07
is
33:08
what
33:08
you
33:08
needed.
33:09
But
33:09
now
33:10
you're
33:10
not
33:10
hitting
33:11
plan,
33:12
you
33:12
know,
33:13
bad
33:13
plan,
33:13
figure
33:14
it
33:14
out,
33:14
go
33:14
fix
33:15
it.
33:15
That's
33:15
what
33:16
I
33:16
think.
33:16
Yeah.
33:17
And
33:17
the
33:17
other
33:18
thing
33:18
I've
33:18
been
33:18
thinking
33:18
a
33:18
lot
33:18
about
33:19
too.
33:19
Sorry,
33:19
I'm
33:19
gonna
33:19
go
33:19
long
33:20
here
33:20
because
33:20
I
33:20
think
33:20
this
33:20
is
33:20
a
33:21
really
33:21
important
33:21
conversation.
33:22
I
33:22
think
33:22
it's
33:22
really
33:22
important
33:22
for
33:23
all
33:23
the
33:23
executives
33:23
out
33:23
there
33:23
to
33:24
hear
33:24
it
33:24
too,
33:24
is,
33:25
you
33:25
know,
33:25
with
33:25
AI,
33:26
like,
33:26
I'm
33:26
almost.
33:27
I'm
33:27
almost
33:27
of
33:27
the
33:28
opinion
33:28
that
33:28
if
33:28
I
33:28
was
33:28
leading
33:29
a
33:29
retail
33:29
company,
33:30
I
33:30
would
33:30
be
33:30
going
33:31
to
33:31
my
33:31
executives
33:32
and
33:32
saying,
33:33
okay,
33:33
you
33:34
come
33:34
back
33:34
and
33:34
tell
33:35
me,
33:35
because
33:36
you've
33:36
been
33:36
around
33:37
and
33:37
exposed
33:37
to
33:37
AI
33:38
for
33:38
the
33:38
last
33:38
two
33:39
years.
33:39
Where
33:40
do
33:40
you
33:40
think
33:40
it's
33:40
applicable
33:41
in
33:41
your
33:41
organization?
33:42
And
33:42
how
33:42
much
33:43
efficiency
33:43
do
33:43
you
33:44
think
33:44
you
33:44
can
33:44
get?
33:45
And
33:45
I
33:45
do
33:45
that
33:46
for
33:46
two
33:46
reasons.
33:46
One,
33:46
because
33:47
the
33:47
exercise
33:47
is
33:48
going
33:48
to
33:48
be
33:48
beneficial.
33:49
Just
33:49
an
33:49
injection
33:50
general,
33:50
to
33:50
decide
33:50
where
33:51
and
33:51
how
33:51
you
33:51
could
33:51
strip
33:52
things
33:52
out?
33:52
And
33:53
then
33:53
two,
33:53
the
33:53
other
33:53
point,
33:54
for
33:54
me
33:54
as
33:54
the
33:54
leader,
33:55
it
33:55
tells
33:55
me
33:55
who's
33:56
really
33:56
equipped
33:57
in
33:57
having
33:57
that
33:57
conversation
33:58
and
33:58
who
33:58
really
33:58
understands
33:59
what
33:59
AI
34:00
can
34:00
do.
34:00
For
34:00
me
34:01
now
34:01
as
34:01
a
34:01
CEO,
34:02
I
34:02
might
34:02
need
34:02
help
34:02
to
34:02
bring
34:03
in
34:03
to
34:03
understand,
34:04
engage
34:04
that
34:05
acumen.
34:06
But
34:06
that's
34:06
the
34:07
conversation.
34:07
I
34:07
don't
34:07
know.
34:08
What
34:08
do
34:08
you
34:08
think
34:08
of
34:08
that
34:08
approach,
34:08
Jen?
34:09
Because
34:09
I
34:09
think
34:09
that
34:10
that
34:10
is
34:10
something
34:10
I
34:11
would
34:11
be
34:11
thinking
34:11
very
34:12
hard
34:12
about
34:12
doing.
34:13
100%
34:14
we
34:14
say
34:15
all
34:16
leaders
34:16
in
34:17
this
34:17
industry
34:17
are
34:17
now
34:18
tech
34:18
leaders.
34:18
I
34:18
mean
34:19
we
34:19
cannot
34:19
have
34:20
really
34:20
strong
34:20
operators
34:21
that
34:21
just
34:21
like,
34:22
oh,
34:22
I
34:22
don't,
34:22
I
34:22
don't
34:22
dabble
34:23
with
34:23
that.
34:24
It's
34:24
just
34:24
not,
34:25
it's
34:25
not
34:25
the
34:25
way
34:25
you
34:25
run
34:25
business
34:26
anymore.
34:26
Right.
34:27
So
34:27
I
34:27
would
34:28
say
34:28
100%
34:29
the
34:29
best
34:29
leaders
34:30
in
34:30
this
34:30
industry
34:30
and
34:31
even
34:31
things
34:31
that
34:31
our
34:32
clients
34:32
are
34:32
looking
34:32
for
34:33
is,
34:33
are
34:34
they
34:34
forward
34:34
thinking,
34:35
are
34:35
they
34:35
going
34:35
to
34:35
bring
34:35
us
34:36
tech
34:36
solutions?
34:37
Are
34:37
they
34:37
going
34:37
to
34:37
do
34:38
the
34:38
work?
34:38
Right.
34:38
Because
34:39
there's
34:39
not
34:39
this
34:40
one
34:40
IT
34:41
team
34:41
that
34:41
can
34:41
assess
34:42
every
34:42
single
34:43
AI
34:43
solution
34:44
for
34:44
every
34:44
single
34:45
team.
34:46
It's
34:46
just
34:46
too
34:46
complex.
34:47
Right.
34:47
It
34:47
doesn't.
34:48
And
34:48
to
34:48
be
34:48
honest,
34:49
if
34:49
I'm
34:49
owning
34:49
the
34:49
business,
34:50
if
34:50
I'm
34:51
owning
34:51
marketing,
34:52
I
34:52
don't
34:52
want
34:53
the
34:53
IT
34:53
team
34:54
to
34:54
tell
34:54
me
34:54
what
34:54
I
34:55
should
34:55
explore.
34:55
I
34:55
want
34:56
to
34:56
go
34:56
out
34:56
there,
34:57
explore
34:57
the
34:57
options
34:58
and
34:58
then
34:58
bring
34:58
back
34:58
like,
34:59
hey,
34:59
IT
34:59
team.
35:00
I've
35:00
heard
35:00
about
35:00
these
35:01
three
35:01
options
35:02
that
35:02
I'm
35:02
really
35:03
interested
35:03
in.
35:04
I've
35:04
done
35:04
these
35:04
demos.
35:05
I
35:05
understand
35:05
what
35:05
they
35:05
could
35:05
do
35:06
for
35:06
us.
35:06
Can
35:06
you
35:06
now
35:07
explore?
35:07
Right.
35:08
I
35:08
think
35:08
there's,
35:09
I
35:09
guess
35:09
I
35:09
would
35:09
just
35:10
say
35:10
I
35:10
agree
35:10
with
35:10
you
35:10
100%
35:11
and
35:11
clients
35:12
are
35:12
definitely
35:13
looking
35:13
for
35:14
that
35:14
in
35:14
leadership
35:14
today.
35:15
Yeah,
35:15
yeah.
35:16
And
35:16
here's
35:16
the
35:16
goal
35:16
that
35:17
I'm
35:17
putting
35:17
to
35:17
my
35:18
work
35:18
ultimately
35:18
that
35:19
we're
35:19
all
35:19
driving
35:19
to
35:20
and
35:20
holding
35:20
hands
35:21
to
35:21
get
35:21
to.
35:21
I
35:22
think
35:22
that's
35:22
the
35:22
other
35:22
important
35:23
thing.
35:23
You've
35:23
got
35:23
to
35:23
put
35:24
your
35:24
feet
35:24
to
35:24
the
35:24
fire
35:25
as
35:25
a
35:25
leader
35:25
to
35:26
say
35:26
like
35:26
at
35:26
some
35:26
point,
35:27
like,
35:27
here's
35:27
what
35:27
I'm
35:27
going
35:27
to
35:28
get,
35:28
here's
35:28
what
35:28
I'm
35:28
going
35:28
to
35:28
get
35:28
back
35:29
for
35:29
the
35:29
organization.
35:29
And
35:30
it's
35:30
going
35:30
to
35:30
take
35:30
a
35:30
lot
35:31
of
35:31
tough
35:31
conversations
35:31
as
35:32
well
35:32
along
35:32
the
35:32
way
35:33
too.
35:33
Both
35:34
for.
35:34
With
35:34
the
35:34
deciding
35:35
the
35:35
tech
35:35
and
35:35
ultimately
35:36
the
35:36
layout.
35:36
The,
35:37
the
35:37
impact
35:38
downstream
35:38
to
35:38
the
35:39
workforce
35:39
too,
35:39
over
35:39
the
35:40
organization,
35:40
others.
35:41
That's
35:41
right.
35:41
The
35:42
other
35:42
thing
35:42
I
35:42
just
35:42
want
35:43
to,
35:43
because
35:43
I
35:43
could
35:43
get
35:43
on
35:43
a
35:44
soapbox
35:44
about
35:44
this,
35:44
I
35:45
just
35:45
want
35:45
to
35:45
share
35:45
is
35:46
the
35:46
time
35:46
is
35:47
now
35:47
to
35:47
make
35:47
sure
35:47
you
35:48
are
35:48
bringing
35:48
in
35:48
the
35:49
most
35:50
strategic
35:50
talent.
35:51
If
35:51
you
35:51
have
35:52
doers,
35:52
and
35:52
we
35:52
have
35:53
a
35:53
lot
35:53
of
35:53
doers
35:53
in
35:54
leadership
35:54
seats.
35:54
It's
35:55
just
35:55
the
35:55
way
35:55
the
35:55
industry
35:56
has
35:56
worked.
35:56
Right.
35:57
And
35:58
they're
35:58
probably
35:58
fantastic
35:59
at
35:59
doing.
35:59
But
36:00
you
36:01
can't
36:01
run
36:01
an
36:01
organization
36:02
or
36:02
a
36:02
successful
36:03
team
36:03
with
36:03
AI
36:04
if
36:04
you
36:05
are
36:05
not
36:05
strategic
36:07
and
36:07
truly
36:07
strategic
36:08
in
36:08
the
36:08
way
36:08
you're
36:09
going
36:09
to
36:09
use
36:09
that
36:09
AI
36:10
because
36:10
you
36:10
do
36:10
need
36:11
to
36:11
ask
36:11
follow
36:11
up
36:11
questions.
36:12
You
36:12
do
36:12
need
36:12
to
36:12
make
36:12
sure
36:13
it's
36:13
not
36:13
hallucinating.
36:13
You
36:14
do
36:14
need
36:14
to.
36:16
There's
36:16
just
36:16
the
36:17
way
36:17
you
36:17
drive
36:17
AI.
36:18
I
36:18
would
36:18
say
36:19
matters.
36:20
And
36:21
if
36:21
you
36:21
put
36:22
a
36:22
C
36:22
player
36:22
in
36:23
a
36:23
seat
36:23
with
36:23
AI,
36:24
you're
36:24
going
36:24
to
36:24
get
36:25
F
36:25
results.
36:26
That's
36:26
my,
36:27
that's
36:27
my
36:27
opinion.
36:28
If
36:28
you
36:28
put
36:28
an
36:28
A
36:29
player
36:29
in
36:29
a
36:29
seat
36:30
with
36:30
the
36:30
right
36:30
AI,
36:31
you're
36:31
going
36:31
to
36:32
get
36:32
tremendous
36:33
results
36:34
and
36:34
you're
36:34
going
36:34
to
36:34
see
36:34
all
36:34
of
36:35
the
36:35
benefits.
36:35
But
36:35
it
36:35
doesn't
36:36
replace
36:37
people.
36:37
It
36:38
means
36:38
your
36:38
people
36:38
should
36:38
be
36:39
more,
36:39
more
36:39
better,
36:40
honestly,
36:41
because
36:41
you
36:41
can
36:42
do
36:42
more
36:42
with
36:42
less
36:43
in
36:43
that
36:43
way.
36:43
Does
36:44
that
36:44
make
36:44
sense?
36:45
Yeah,
36:45
it
36:45
does.
36:45
It's
36:46
like
36:46
we
36:46
said
36:46
on
36:46
the
36:46
show
36:46
many
36:46
times,
36:47
it's
36:47
a
36:47
management
36:47
tool
36:48
first
36:48
and
36:48
foremost
36:49
for
36:49
better
36:50
efficiency
36:50
and
36:51
re
36:51
engineering
36:52
processes
36:52
and
36:53
getting
36:53
to
36:53
places
36:53
you
36:54
never
36:54
could
36:55
as
36:55
an
36:55
organization
36:56
too.
36:56
That's
36:56
the
36:57
other
36:57
inherent
36:57
thing
36:57
that
36:57
I
36:57
learned
36:58
and
36:58
have
36:58
been
36:58
thinking
36:58
about
36:58
ever
36:59
since
36:59
nrf.
37:00
All
37:00
right,
37:00
Jen,
37:00
great
37:01
discussion.
37:02
Oh
37:02
my
37:02
God.
37:02
I
37:02
hope
37:03
everyone
37:03
listens
37:03
to
37:04
that
37:04
last
37:04
however,
37:04
however
37:05
many
37:05
minutes
37:05
it
37:05
was.
37:06
But
37:06
let's
37:06
keep
37:06
rolling.
37:07
Let's
37:07
go
37:07
to
37:07
headline
37:07
four.
37:08
All
37:08
right,
37:09
don't
37:10
bring
37:10
a
37:10
recruiter
37:11
on
37:11
if
37:11
you
37:11
don't
37:11
want
37:11
to
37:11
talk
37:11
talent
37:12
and
37:12
AI,
37:12
Chris.
37:13
That's
37:13
what
37:13
happens.
37:14
But
37:14
all
37:14
right,
37:14
moving
37:15
on
37:15
to
37:15
a
37:16
happier
37:16
headline
37:17
hopefully
37:17
than
37:17
talking
37:18
about
37:18
a
37:18
bunch
37:18
of
37:18
layoffs.
37:20
Headline
37:20
number
37:20
four.
37:21
Traditional
37:21
grocers
37:22
are
37:22
benefiting
37:22
from
37:23
an
37:23
increased
37:23
share
37:24
of
37:24
short
37:24
midday
37:25
store
37:25
visits
37:26
as
37:26
consumers
37:27
increasingly
37:27
view
37:27
supermarkets
37:28
as
37:28
convenient
37:29
lunch
37:29
destinations,
37:31
claiming
37:31
market
37:31
share
37:32
from
37:32
quick
37:32
serve
37:33
restaurants.
37:33
So
37:33
this
37:33
is
37:34
fun.
37:34
According
37:35
to
37:35
Placer
37:36
AI
37:36
data.
37:36
Data
37:37
reported
37:37
by
37:37
Grocery
37:38
Dive
37:39
Between
37:40
2024
37:41
and
37:41
2025,
37:42
grocery
37:43
stores
37:43
gained
37:43
an
37:44
increasing
37:44
share
37:45
of
37:45
short
37:45
midday
37:46
visits,
37:46
typically
37:46
less
37:47
than
37:47
10
37:47
minutes,
37:47
occurring
37:48
between
37:48
11am
37:49
and
37:49
3pm
37:50
over
37:50
quick
37:51
service
37:51
restaurants.
37:52
Traditional
37:53
grocers
37:53
saw
37:53
their
37:53
relative
37:54
share
37:54
of
37:55
convenient
37:55
lunch
37:55
destinations.
37:57
Destination
37:58
visits
37:59
There
37:59
we
37:59
go.
38:00
Grow
38:00
from
38:00
15.9%
38:01
to
38:02
16.6%
38:03
year
38:03
over
38:04
year,
38:04
representing
38:04
the
38:05
largest
38:05
increase
38:05
among
38:06
grocery
38:06
4%
38:06
formats.
38:07
Placer
38:08
noted
38:08
these
38:09
metrics
38:09
underscore
38:10
the
38:10
strong
38:10
demand
38:11
for
38:11
on
38:12
the
38:12
go
38:12
meal
38:12
options
38:13
and
38:13
single
38:13
serve
38:15
shelf
38:16
stable
38:17
products
38:18
that
38:18
both
38:18
grocery
38:19
stores
38:19
and
38:19
CPG
38:20
companies
38:20
can
38:21
provide.
38:22
Chris,
38:22
how
38:23
should
38:23
grocers
38:24
react
38:24
to
38:24
this
38:24
change
38:25
in
38:25
customer
38:25
behavior?
38:26
They're
38:26
going
38:27
to
38:27
grocery
38:27
stores
38:27
for
38:28
lunch.
38:28
Oh
38:29
man.
38:29
I
38:29
mean
38:29
I've
38:30
been,
38:30
I've
38:30
been
38:30
on
38:30
this
38:30
trend
38:30
for
38:31
a
38:31
while.
38:31
I
38:31
think
38:31
I
38:31
wrote
38:31
about
38:31
this
38:31
for
38:32
Placer
38:32
a
38:32
couple
38:33
of
38:33
months
38:33
ago
38:33
actually
38:34
and
38:34
I,
38:34
you
38:34
know,
38:34
I
38:34
think
38:35
what
38:35
I
38:35
would
38:35
Say
38:35
Jen
38:35
is
38:36
like
38:36
any
38:36
good
38:36
merchant.
38:37
I
38:37
would
38:37
react
38:38
very
38:38
quickly
38:39
and
38:39
go
38:39
all
38:39
in
38:40
on
38:40
it.
38:40
I
38:41
would
38:41
overtly
38:41
merchandise
38:42
to
38:42
it.
38:42
You
38:42
know,
38:42
that's
38:43
what
38:43
I
38:43
would
38:43
tell
38:43
you,
38:43
Jen,
38:43
is
38:44
I'd
38:44
overtly
38:44
merchandise
38:45
to
38:45
it.
38:45
And
38:45
by
38:45
that
38:46
I
38:46
mean
38:46
I
38:46
would
38:46
have.
38:47
I
38:47
would
38:47
actually
38:47
have
38:47
a
38:47
hook
38:48
every
38:48
single
38:49
day
38:49
of
38:49
the
38:49
week.
38:49
And
38:50
I
38:50
would
38:50
also.
38:50
And
38:51
here's
38:51
what
38:51
I
38:51
want
38:51
to
38:51
get
38:51
your
38:52
take
38:52
on
38:52
it
38:52
too.
38:52
I
38:52
would
38:53
also
38:53
craft
38:53
my
38:53
operational
38:54
model
38:54
and
38:55
my
38:55
investments
38:56
around
38:56
those
38:56
hooks
38:57
too,
38:57
because
38:57
you
38:58
probably
38:58
got
38:58
to
38:58
staff
38:59
this
38:59
differently
38:59
in
39:00
store.
39:00
And
39:00
you
39:01
also
39:01
have
39:01
to
39:01
invest
39:01
in
39:02
new
39:02
tech
39:02
that
39:03
smooths
39:03
out
39:03
the
39:03
operations.
39:04
And
39:04
so
39:04
things
39:05
that
39:05
come
39:05
to
39:05
mind
39:05
for
39:05
me
39:05
are
39:06
like
39:06
ESLs,
39:07
because
39:07
if
39:07
you
39:07
use
39:07
ESLs,
39:08
you
39:08
can
39:08
actually
39:09
do
39:09
intraday
39:10
pricing
39:10
on
39:10
your
39:10
food
39:11
service
39:11
bar,
39:11
which
39:11
I
39:12
think
39:12
is
39:12
something
39:12
that
39:13
is
39:13
an
39:13
untapped
39:14
opportunity
39:14
when
39:14
you
39:14
think
39:15
about
39:15
it,
39:15
especially
39:15
given
39:16
this
39:16
proclivity
39:17
in
39:17
behavior.
39:18
And
39:18
I
39:18
even
39:18
think
39:19
of
39:19
things
39:19
like
39:19
Piccadilly
39:20
Salad
39:20
Bar.
39:20
I
39:20
sat
39:21
next
39:21
to
39:21
them
39:21
all
39:21
week
39:22
long
39:22
last
39:22
week
39:22
at
39:23
FMI
39:23
Midwinter,
39:24
or
39:24
even
39:24
digimarks
39:25
barcodes
39:26
that
39:26
you
39:26
can
39:26
use
39:26
on
39:27
the
39:27
salad
39:27
bar
39:27
to,
39:28
to
39:28
then
39:28
help
39:28
you
39:28
control
39:29
your
39:29
waste
39:29
and
39:29
improve
39:30
your
39:30
revenue.
39:31
So,
39:32
so
39:32
those
39:32
are
39:32
the
39:33
things
39:33
I
39:33
would
39:33
say.
39:33
So
39:33
I'm
39:34
all
39:34
in
39:34
on
39:34
this.
39:34
Go
39:34
for
39:35
it.
39:35
And
39:35
you
39:35
know,
39:35
my
39:35
thing
39:36
for
39:36
you
39:36
is
39:36
again,
39:36
like,
39:37
how
39:37
would
39:37
you
39:37
as
39:38
a
39:38
grocer
39:38
operationally
39:39
approach
39:39
this
39:40
newfound
39:40
data
39:41
stream?
39:42
Yeah,
39:43
I
39:43
mean,
39:43
I'm
39:43
thinking
39:43
of
39:43
it
39:44
from
39:44
the
39:44
people
39:44
perspective
39:45
because
39:45
that's
39:45
my
39:45
lens.
39:46
Right.
39:46
But
39:46
yeah,
39:47
I
39:47
don't
39:47
even
39:48
have
39:48
to
39:48
think
39:48
about
39:48
how
39:49
I
39:49
would
39:49
advise
39:50
them
39:50
to
39:50
or
39:50
how
39:51
I
39:51
would
39:51
if
39:51
I
39:51
were
39:51
them,
39:52
because
39:52
I've
39:52
already
39:53
seen
39:53
them
39:53
leaning
39:54
in.
39:54
Like
39:54
you
39:54
said,
39:54
you've
39:55
been
39:55
on
39:55
it
39:55
for
39:55
a
39:55
few
39:55
months,
39:56
but
39:56
we
39:56
have
39:57
seen
39:57
such
39:57
an
39:57
increase
39:58
in
39:58
clients
39:58
looking
39:59
for
39:59
category
40:00
leaders
40:00
when
40:00
it
40:00
comes
40:00
to
40:00
this
40:01
ready
40:01
to
40:01
eat
40:01
category.
40:02
Interesting.
40:03
They're
40:03
building
40:04
or
40:04
expanding
40:05
in
40:05
their
40:05
central
40:06
kitchens
40:06
that
40:06
they
40:06
own.
40:08
They're
40:08
building
40:08
or
40:08
expanding
40:09
in
40:09
their
40:09
commissary,
40:10
whatever
40:10
you
40:10
call
40:11
it.
40:11
Right.
40:11
But
40:12
they're
40:12
looking
40:12
for
40:13
people
40:14
that
40:14
understand
40:14
this
40:15
category,
40:15
that
40:16
understand
40:17
the
40:18
opportunity
40:19
and
40:19
the
40:19
margins
40:20
and
40:20
sort
40:21
of
40:21
the
40:21
experience
40:22
you
40:22
can
40:22
create
40:22
with
40:23
this
40:23
category.
40:24
And
40:24
even
40:25
when
40:25
it's
40:25
not,
40:25
not
40:26
a
40:26
merchant
40:27
that
40:27
they're
40:27
looking
40:27
for
40:27
that
40:28
would
40:28
own
40:28
this
40:28
category.
40:29
If
40:29
we're,
40:30
if
40:30
we're
40:30
hiring
40:30
food
40:30
safety
40:31
leaders,
40:31
if
40:31
we're
40:31
hiring
40:32
manufacturing
40:33
distribution
40:33
leaders,
40:34
this
40:34
topic
40:34
is
40:35
coming
40:35
up
40:35
in
40:35
our
40:36
conversations.
40:36
Like,
40:37
we
40:37
want
40:37
someone
40:37
that
40:37
understands
40:38
this
40:38
category.
40:39
We
40:39
want
40:40
someone
40:40
that
40:40
understands
40:40
opportunity.
40:41
And
40:41
we'll
40:42
work
40:42
with
40:42
our.
40:43
They're
40:43
calling
40:44
it
40:44
all
40:44
different
40:44
categories.
40:45
Right.
40:45
But
40:45
our
40:45
ready
40:45
to
40:45
Eat
40:46
category,
40:46
we'll
40:46
call
40:46
it.
40:47
It's.
40:48
There's
40:48
just
40:48
such
40:48
a
40:48
big
40:48
opportunity
40:49
here.
40:49
So
40:49
operationally
40:50
I
40:50
would
40:50
say
40:51
lean
40:52
in,
40:52
get
40:52
the
40:52
right
40:53
talent,
40:53
focus
40:54
on
40:54
it,
40:55
make
40:55
sure
40:55
your
40:56
stores
40:56
are
40:56
ready
40:56
for
40:56
it.
40:57
I
40:57
think
40:57
the
40:57
way
40:57
you
40:57
lay
40:58
out
40:58
your
40:58
store
40:58
and
40:58
can
40:59
people
40:59
sit,
40:59
can
41:00
they
41:00
not?
41:00
Right.
41:00
There's
41:00
the
41:01
Whole
41:01
Foods
41:01
and
41:01
then
41:01
there's
41:02
the
41:02
stores
41:02
that
41:03
you
41:03
can't
41:03
go
41:03
in
41:03
and
41:04
actually
41:04
grab
41:04
lunch
41:04
and
41:05
have
41:05
an
41:05
enjoyable
41:05
experience.
41:06
That's
41:06
a
41:06
longer
41:07
term
41:07
play.
41:08
But
41:09
overall,
41:09
Chris,
41:09
I
41:10
really
41:10
agree
41:10
with
41:11
you.
41:11
You
41:11
and
41:11
I
41:11
agree
41:11
a
41:12
lot
41:12
today.
41:12
We'll
41:12
see
41:12
what
41:12
happens
41:14
if
41:14
we
41:14
get.
41:15
To
41:15
a
41:15
disagreement
41:15
as
41:16
we
41:16
go
41:16
forward
41:16
every
41:16
month.
41:16
Yeah,
41:17
yeah,
41:17
this
41:17
is
41:17
crazy.
41:18
See,
41:19
but
41:19
honestly,
41:21
I
41:21
just
41:21
think
41:21
as
41:21
much
41:21
as
41:22
E
41:22
Comm
41:22
and
41:22
digital
41:23
and
41:23
all
41:23
the
41:23
things
41:23
that
41:23
we
41:24
just
41:24
talked
41:24
about
41:24
in
41:24
the
41:24
Walmart
41:25
headline
41:25
are
41:25
very
41:26
important,
41:26
this
41:27
is
41:27
really
41:27
your
41:27
opportunity
41:28
to
41:28
use
41:28
your
41:28
brick
41:29
and
41:29
mortar,
41:30
your,
41:30
you
41:31
know,
41:31
people
41:32
walking
41:32
into
41:32
the
41:33
store
41:33
and
41:33
create
41:33
an
41:33
experience.
41:34
And
41:34
that
41:34
younger
41:35
generation
41:35
we
41:35
know
41:36
loves
41:36
an
41:36
experience.
41:37
Like
41:37
what's
41:37
their
41:37
Instagram
41:38
picture
41:39
going
41:39
to
41:39
be
41:39
when
41:39
they
41:40
stop
41:40
for
41:40
your
41:40
salad
41:41
bar
41:41
or
41:42
your,
41:42
your
41:42
ready
41:42
to
41:43
eat
41:43
options
41:44
hashtag
41:44
girl
41:45
lunch.
41:45
I
41:45
don't
41:45
know.
41:46
That's
41:46
a
41:46
thing.
41:46
Maybe
41:47
it's
41:47
not.
41:47
I'm
41:48
not
41:48
really,
41:48
really
41:48
a
41:48
cool
41:48
millennial
41:49
and
41:49
like
41:49
working
41:50
on
41:50
it.
41:50
They're
41:50
probably
41:51
on
41:51
TikTok,
41:51
not
41:52
Instagram.
41:52
But
41:52
anyway,
41:53
that,
41:53
that's
41:53
my
41:54
take.
41:55
Yeah.
41:55
And
41:55
so
41:56
what,
41:56
and
41:56
I
41:56
read
41:56
between
41:57
the
41:57
lines
41:57
and
41:57
what
41:57
you
41:57
say
41:58
there
41:58
and
41:58
like,
41:58
this
41:58
is
41:59
why
41:59
I
41:59
think
41:59
it's,
41:59
you're
41:59
a
41:59
great
42:00
addition
42:00
to
42:00
the
42:00
show.
42:00
Every
42:01
month
42:01
is
42:01
like
42:02
you
42:02
are
42:02
a
42:02
leading
42:03
indicator
42:03
for
42:04
where
42:04
people
42:04
are
42:04
going
42:05
competitively
42:05
for
42:06
all
42:06
you
42:06
executives
42:06
listening
42:07
out
42:07
there.
42:07
So
42:07
like,
42:08
if
42:08
you
42:08
are
42:08
in
42:08
the
42:08
grocery
42:09
business
42:09
and
42:09
you
42:10
are
42:10
not
42:10
doing
42:10
what
42:11
Jen
42:11
is
42:11
saying,
42:12
you
42:12
are
42:12
going
42:12
to
42:13
be
42:13
behind
42:13
in
42:13
terms
42:13
of,
42:14
of
42:14
capitalizing
42:14
on
42:14
this
42:15
trend.
42:15
So.
42:16
All
42:16
right,
42:17
well,
42:17
headline
42:18
number
42:18
five.
42:19
American
42:20
Eagle
42:20
Outfitters
42:21
is
42:21
shuttering
42:22
its
42:22
Quiet
42:22
Logistics
42:23
business
42:23
after
42:23
the
42:24
third
42:24
party
42:24
logistics
42:25
provider
42:25
struggled
42:26
to
42:26
gain
42:26
customer
42:27
interest
42:27
following
42:27
the
42:27
retailer's
42:28
2021
42:29
acquisition
42:30
for
42:30
approximately
42:31
$360
42:32
million.
42:32
Just.
42:33
Just
42:33
$360
42:33
million.
42:34
No
42:34
big
42:34
deal.
42:34
BFD.
42:35
According
42:36
to
42:36
supply
42:36
chain
42:37
Dive,
42:37
American
42:37
Eagle
42:38
confirmed
42:38
in
42:38
an
42:38
email
42:39
that
42:39
Quiet
42:39
Legitimate
42:40
will
42:40
discontinue
42:41
services
42:41
in
42:41
the
42:41
coming
42:42
months
42:42
and
42:42
end
42:43
operations
42:43
at
42:43
fulfillment
42:44
centers
42:44
in
42:44
Boston
42:45
and
42:45
Dallas.
42:46
American
42:46
Eagle
42:46
acquired
42:47
quiet
42:47
logistics
42:48
in
42:48
December
42:48
2021
42:49
for
42:49
approximately
42:50
the
42:51
amount
42:51
said
42:51
before
42:51
in
42:52
cash,
42:52
combining
42:53
it
42:53
with
42:53
delivery
42:53
startup
42:54
Afterra
42:54
in
42:55
attempt
42:55
to
42:55
build
42:56
an
42:56
anti
42:56
Amazon
42:57
logistics
42:58
platform.
42:59
As
42:59
of
42:59
last
42:59
year,
43:00
Quiet
43:00
primarily
43:01
served
43:01
as
43:02
a
43:02
regionalized
43:02
fulfillment
43:03
center
43:03
network
43:03
for
43:04
American
43:04
Eagle
43:04
with
43:05
excess
43:05
capacity
43:06
serving
43:06
servicing
43:06
third
43:06
party
43:07
clients.
43:07
But
43:08
the
43:08
third
43:08
party
43:08
business
43:09
failed
43:09
to
43:09
meet
43:10
expectations.
43:11
In
43:11
2024,
43:12
American
43:12
Eagle
43:13
took
43:13
a
43:13
$98.3
43:15
million
43:15
impairment
43:16
charge
43:17
related
43:17
to
43:17
quiet
43:18
platforms
43:18
as
43:19
it,
43:19
quote,
43:19
refocused
43:20
operations.
43:21
Question,
43:22
Jen,
43:22
what
43:22
does
43:23
this
43:23
say?
43:23
What
43:23
does
43:24
this
43:24
headline
43:24
say
43:24
to
43:25
you
43:25
about
43:26
retailers
43:26
trying
43:27
to
43:27
build
43:27
out
43:28
and
43:28
sell
43:28
their
43:29
own
43:29
technological
43:30
solutions?
43:30
And
43:31
if
43:31
someone
43:31
were
43:31
to
43:31
come
43:31
to
43:32
you
43:32
and
43:32
ask
43:32
your
43:33
help
43:34
in
43:35
finding
43:35
the
43:35
talent
43:36
to
43:36
do
43:36
that,
43:36
what
43:36
would
43:37
you
43:37
tell
43:37
them?
43:38
Well,
43:39
if
43:39
they
43:39
came
43:39
to
43:40
us
43:40
to
43:40
find
43:40
the
43:40
talent,
43:40
my
43:41
answer
43:41
would
43:41
be,
43:41
happy
43:41
to
43:41
help.
43:44
We
43:45
can
43:45
find
43:45
that
43:45
for
43:45
you.
43:46
So
43:46
again,
43:46
as
43:47
mentioned,
43:47
they're
43:47
not
43:48
always
43:48
coming
43:48
to
43:49
us
43:49
until
43:49
they
43:49
have
43:50
the
43:50
plan.
43:50
And
43:51
if
43:51
they
43:51
already
43:51
had
43:51
the
43:51
plan
43:52
and
43:52
the
43:52
spot
43:52
open,
43:52
listen,
43:53
we'd
43:53
find
43:53
them
43:53
that
43:53
person.
43:54
But
43:54
I
43:54
think
43:54
your
43:55
question
43:55
is
43:55
saying
43:58
if
43:59
they
43:59
did
43:59
come
44:00
and
44:00
say
44:00
we're
44:00
thinking
44:01
about
44:01
filling
44:01
this
44:01
role,
44:02
Jen,
44:03
or
44:03
we
44:03
could
44:03
invest
44:04
these
44:04
dollars
44:04
elsewhere.
44:05
I
44:05
would
44:05
suggest
44:05
investing
44:06
the
44:06
dollars
44:06
elsewhere.
44:07
I
44:08
would,
44:08
I
44:09
would.
44:09
I
44:09
don't
44:09
know
44:11
all
44:11
the
44:11
details
44:12
on
44:12
how
44:12
or
44:12
why
44:13
this
44:13
purchase
44:13
came
44:14
about
44:14
for
44:15
$360
44:15
million
44:16
in
44:16
2021
44:17
in
44:18
the
44:18
first
44:18
place,
44:19
but
44:19
I
44:20
just
44:21
inherently
44:21
think
44:23
they
44:23
should
44:24
focus
44:24
on,
44:24
on,
44:25
on
44:26
their
44:26
clear
44:26
mission
44:27
a
44:28
little
44:28
bit
44:28
more
44:28
than
44:28
selling
44:29
technology.
44:29
Right?
44:30
Like
44:30
American
44:30
Eagle.
44:31
I
44:31
think
44:31
of
44:31
jeans.
44:31
I
44:31
don't
44:32
think
44:32
of
44:32
tech.
44:33
And
44:33
not
44:33
that
44:33
there
44:34
wasn't
44:34
an
44:34
opportunity
44:35
there,
44:35
but
44:35
again,
44:35
I
44:35
don't
44:35
know
44:35
all
44:36
the
44:36
details.
44:36
I
44:37
think
44:37
this
44:37
could
44:37
be
44:37
a
44:37
case
44:38
of
44:38
just
44:38
because
44:38
you
44:38
can
44:39
do
44:39
something
44:39
doesn't
44:40
mean
44:40
you
44:40
should.
44:41
I,
44:41
I
44:41
think
44:41
you
44:41
want
44:42
to
44:42
stay
44:42
close
44:42
to
44:43
your
44:43
core
44:43
mission
44:44
and
44:44
your
44:44
core
44:44
audience.
44:46
It's
44:46
too
44:46
far
44:46
outside
44:47
of
44:47
their
44:47
wheelhouse
44:47
to
44:48
make
44:48
that
44:48
big
44:48
of
44:48
an
44:48
investment
44:49
and
44:49
to
44:49
create
44:49
a
44:49
quote
44:50
unquote
44:50
anti
44:51
Amazon
44:51
platform.
44:52
I
44:53
mean
44:53
that's
44:53
a
44:53
huge
44:53
lift
44:54
like
44:54
you're
44:54
talking
44:55
about,
44:55
about.
44:55
You
44:56
might
44:56
as
44:56
well
44:56
go
44:56
start
44:56
a
44:57
different
44:57
organization
44:58
and
44:59
partner
44:59
with
44:59
American
44:59
Eagle.
45:00
It
45:00
feels,
45:00
it
45:01
feels
45:01
like
45:01
a
45:01
little
45:01
much
45:02
on
45:02
my
45:02
end.
45:03
I
45:03
mean,
45:04
here's
45:04
the
45:04
thing.
45:05
Go
45:05
sell
45:05
more
45:05
jeans,
45:06
right?
45:06
Like
45:07
I,
45:08
I
45:08
would
45:08
if
45:08
I
45:08
was
45:09
working
45:09
there,
45:09
if
45:09
I
45:10
was
45:10
leading
45:10
the
45:10
charge,
45:11
I
45:11
would
45:11
focus
45:11
on
45:12
how
45:13
can
45:13
we
45:13
sell
45:13
more
45:14
jeans.
45:15
I
45:15
have
45:15
a
45:15
real
45:16
time
45:16
issue
45:16
with
45:16
jeans,
45:16
Chris.
45:17
I
45:17
don't
45:17
know
45:17
if
45:17
you
45:17
do
45:18
because
45:18
I
45:18
feel
45:18
like
45:18
this
45:18
is
45:18
a
45:19
woman
45:19
thing.
45:19
But
45:20
I
45:20
mean,
45:20
are
45:20
we
45:20
going
45:20
to
45:20
going
45:21
like
45:21
wide
45:21
leg
45:21
this
45:22
barrel
45:22
thing?
45:23
Are
45:23
skinny
45:24
jeans
45:24
okay?
45:24
Or
45:25
does
45:25
that
45:25
date
45:25
me?
45:25
Like
45:26
I,
45:26
there's
45:26
so
45:26
much
45:27
they
45:27
could
45:27
help
45:27
me
45:27
with
45:28
that.
45:28
I,
45:28
I'm
45:29
not
45:29
in
45:29
on
45:29
buying
45:29
tech
45:30
solutions.
45:30
I
45:30
just
45:30
want
45:31
them
45:31
to
45:31
help
45:31
me
45:31
with
45:31
my
45:31
jeans.
45:33
You're
45:33
not
45:33
alone
45:34
on
45:34
your
45:34
jeans.
45:34
I
45:34
have
45:34
the
45:35
same
45:35
Issue.
45:35
In
45:35
fact,
45:35
I
45:35
need
45:36
to.
45:36
My
45:37
entire
45:37
wardrobe.
45:38
Yes,
45:38
I,
45:38
I'm,
45:39
I'm
45:39
down
45:39
to
45:39
like
45:39
two
45:39
pairs
45:40
of
45:40
jeans,
45:40
Jen.
45:41
And
45:41
I
45:41
gotta,
45:41
I
45:41
gotta,
45:42
I
45:42
gotta
45:42
get,
45:42
I
45:42
gotta
45:43
get
45:43
some
45:43
new
45:43
pairs.
45:43
I
45:43
feel
45:44
like
45:44
we're
45:44
on
45:44
a
45:44
jean
45:44
trend
45:45
cycle
45:45
again
45:45
too.
45:45
So
45:46
I
45:46
gotta,
45:46
I,
45:47
I
45:47
just
45:48
don't
45:48
know
45:48
because
45:48
I
45:49
pick
45:49
one
45:49
and
45:50
I'm
45:50
like,
45:50
yes,
45:50
this
45:50
is
45:50
it.
45:51
But
45:51
then
45:51
it
45:51
doesn't
45:51
go
45:51
with
45:52
shoes
45:52
anymore.
45:52
Like,
45:53
it's
45:53
winter
45:53
here.
45:53
How
45:53
do
45:54
I
45:54
put
45:54
boots
45:54
with
45:54
wide
45:55
legs?
45:55
I
45:55
don't
45:55
get
45:55
it.
45:56
Yeah,
45:58
I
45:58
feel
45:58
like
45:58
Ella
45:58
could
45:59
help
45:59
me,
45:59
so
45:59
I'll
45:59
talk
45:59
to
46:00
her
46:00
later.
46:00
But
46:01
we'll
46:01
bring
46:01
producer
46:02
Ella
46:02
into
46:02
this
46:02
conversation
46:03
too
46:03
before
46:03
we
46:03
let
46:04
her
46:04
end.
46:04
But,
46:05
but,
46:05
yeah,
46:06
but
46:06
for
46:07
me,
46:07
yeah,
46:07
I
46:07
mean,
46:07
for
46:08
me.
46:08
Well,
46:08
first
46:08
on
46:08
the
46:09
jeans
46:09
thing,
46:09
like,
46:09
yeah.
46:09
And
46:09
then
46:10
plus
46:10
I'm
46:10
like
46:10
almost
46:10
50.
46:11
Like
46:11
what
46:11
genes
46:12
can
46:12
I
46:12
actually
46:12
get
46:12
away
46:12
with?
46:12
You
46:13
know,
46:13
that's
46:13
the
46:13
biggest
46:13
question
46:13
for
46:14
me,
46:14
Jen.
46:14
But
46:15
no,
46:15
I
46:15
mean,
46:15
I
46:15
think
46:16
I
46:16
agree
46:16
with
46:16
you.
46:16
And
46:16
we
46:16
kind
46:16
of
46:17
talked
46:17
about
46:17
this
46:17
in
46:17
the
46:17
first
46:18
headline
46:18
too.
46:18
And
46:19
I
46:19
got
46:19
to
46:19
eat
46:19
crow
46:20
on
46:20
this
46:20
because
46:20
when
46:20
this
46:21
news
46:21
initially
46:22
broke
46:22
back
46:22
in,
46:23
what
46:23
was
46:23
it,
46:23
20,
46:23
21,
46:24
I
46:24
said
46:24
in
46:24
the
46:24
headline,
46:24
I
46:25
was
46:25
kind
46:25
of
46:25
intrigued
46:25
by
46:26
it.
46:26
And
46:26
I
46:26
was
46:26
intrigued
46:26
by
46:27
it
46:27
because
46:27
of
46:27
the
46:27
personality
46:28
mainly
46:28
of,
46:29
of
46:29
the
46:30
leader
46:30
of
46:30
it
46:30
at
46:30
the
46:30
time.
46:31
And
46:31
like,
46:31
you
46:31
know,
46:31
I,
46:31
I
46:32
know
46:32
better
46:32
than
46:32
that.
46:33
And
46:33
so
46:33
what
46:33
I've
46:33
learned
46:34
from,
46:34
and
46:34
this
46:34
is
46:34
why
46:34
I
46:35
like
46:35
doing
46:35
the
46:35
show
46:35
personally,
46:36
is
46:36
I
46:36
learned
46:37
from
46:37
the
46:37
things
46:37
that
46:37
I
46:38
talk
46:38
about
46:38
and
46:38
what
46:38
works
46:39
and
46:39
what
46:39
doesn't.
46:39
And
46:39
so
46:40
now
46:40
I
46:40
know,
46:40
know
46:41
how
46:41
to
46:41
scope
46:42
these
46:42
types
46:42
of
46:42
things
46:42
better.
46:43
And
46:43
so
46:43
what
46:43
I
46:43
would
46:43
say
46:43
to
46:43
people
46:44
is
46:44
like,
46:44
yeah,
46:45
if
46:45
you're
46:45
Walmart
46:46
and
46:46
you
46:46
can
46:46
create
46:47
a
46:47
differentiating
46:47
place
46:48
in
46:48
the
46:48
marketplace,
46:48
you
46:49
should
46:49
be
46:49
taking
46:49
these
46:49
approaches.
46:50
But
46:50
if
46:51
you
46:51
don't
46:51
have
46:51
a
46:51
real
46:52
differentiation
46:53
point
46:53
in
46:53
why
46:53
your
46:54
new
46:54
tech
46:54
platform
46:55
or
46:55
your
46:55
new
46:55
strategy
46:56
is
46:56
going
46:56
to
46:56
stand
46:56
out,
46:57
you
46:57
shouldn't
46:57
do
46:58
it.
46:58
And
46:58
so,
46:58
and
46:59
like,
46:59
I'll
46:59
never
46:59
forget,
46:59
like,
47:00
as
47:00
I
47:01
kind
47:01
of
47:01
told
47:02
people,
47:02
I
47:02
was
47:02
intrigued.
47:02
I
47:03
met
47:03
somebody
47:03
at
47:03
NRF
47:04
from
47:04
FedEx.
47:05
I
47:05
won't
47:05
name
47:05
her,
47:05
but
47:06
if
47:06
she
47:06
still
47:06
listens
47:07
to
47:07
the
47:07
show,
47:08
she'll
47:08
remember
47:08
this.
47:09
And
47:09
she
47:09
said,
47:09
but
47:10
aren't
47:10
they
47:10
just
47:10
doing
47:10
a
47:11
three
47:11
Pl?
47:12
And
47:12
I
47:12
was
47:12
like,
47:13
yeah.
47:14
And
47:14
that
47:14
as
47:14
soon
47:15
as
47:15
she
47:15
said
47:15
that,
47:15
then
47:15
I
47:15
started
47:15
to
47:16
become
47:16
like,
47:16
oh,
47:16
yeah,
47:16
you're
47:16
right.
47:17
Like,
47:17
what's
47:17
the
47:17
difference
47:18
in
47:18
three
47:18
PL
47:18
providers?
47:19
Like,
47:19
there's
47:20
nothing.
47:20
So
47:20
like,
47:20
if.
47:21
Why
47:21
should
47:21
I
47:21
use
47:22
American
47:22
Eagle,
47:22
a
47:22
competitor
47:23
against,
47:24
you
47:24
know,
47:24
somebody
47:24
else?
47:25
Like,
47:25
you
47:25
know,
47:25
any
47:26
of
47:26
the
47:26
Other
47:26
myriad
47:27
of
47:27
three
47:27
PL
47:27
providers.
47:28
So
47:28
it's
47:28
not
47:28
even
47:29
close
47:29
when
47:29
you
47:29
look
47:29
at
47:29
it
47:30
from
47:30
that
47:30
lens
47:30
on
47:30
how
47:31
to
47:31
think
47:31
about
47:31
this.
47:32
So,
47:32
yeah,
47:32
so
47:32
that's.
47:33
That's
47:33
my
47:33
big
47:33
takeaway
47:34
and
47:34
my
47:34
biggest
47:34
big
47:34
epiphany
47:35
here
47:35
is
47:35
I
47:35
stand
47:36
doing
47:36
this
47:36
show
47:36
eight
47:37
years
47:37
now,
47:37
so.
47:38
All
47:38
right,
47:38
Jen,
47:40
you
47:40
ready?
47:40
Let's
47:41
do
47:41
the
47:41
lightning
47:42
round.
47:42
Are
47:42
you
47:42
ready?
47:43
I.
47:43
I've.
47:44
For
47:44
those
47:44
listening,
47:44
I've
47:44
curated
47:45
all
47:45
four
47:45
Lightning
47:46
Crown
47:46
questions
47:46
for
47:46
Jen
47:47
if
47:47
you
47:47
listen
47:47
to
47:47
the
47:47
show
47:48
each
47:48
week.
47:48
So
47:48
we're
47:48
gonna
47:48
get
47:49
to
47:49
get
47:49
a
47:49
sense
47:49
of
47:49
who
47:50
Jen
47:50
really
47:51
is
47:51
beyond
47:51
just
47:51
how
47:52
she
47:52
spells
47:52
her
47:52
name.
47:53
All
47:53
right,
47:53
Jen.
47:54
Researchers
47:54
at
47:54
MIT
47:55
just,
47:56
just
47:56
developed
47:57
a
47:57
new
47:57
AI
47:58
system
47:58
that
47:58
can
47:58
predict
47:59
which
47:59
Netflix
48:00
show
48:00
shows
48:01
you'll
48:01
binge
48:01
watch
48:02
next
48:02
with
48:03
an
48:03
amazing
48:04
93
48:05
accuracy.
48:05
By
48:05
analyzing
48:06
how
48:06
you
48:06
watch
48:07
your
48:07
first
48:07
episode,
48:08
what
48:09
is
48:09
most
48:09
likely
48:09
to
48:10
show
48:10
up
48:10
in
48:10
your
48:11
binge
48:11
watching
48:12
recommendations.
48:14
Okay,
48:15
honestly,
48:17
Netflix,
48:18
I'm
48:19
just.
48:19
I'm
48:19
a
48:19
mom.
48:19
There's
48:20
been
48:20
snow
48:20
days,
48:20
so
48:21
you
48:21
could
48:21
see
48:21
kids
48:21
shows
48:22
show
48:22
up.
48:23
For
48:23
all
48:23
I
48:23
know
48:24
has
48:25
been
48:25
babysitting
48:25
my
48:26
kids
48:26
the
48:26
last
48:26
three
48:27
weeks
48:27
when
48:27
we've
48:27
had
48:27
zero
48:28
school.
48:29
But
48:29
for
48:30
me,
48:30
it's
48:30
probably
48:31
going
48:31
to
48:31
show.
48:31
I.
48:31
I
48:31
would.
48:31
Those
48:32
sports
48:32
reality
48:33
type
48:33
shows,
48:34
right?
48:34
Like
48:34
starting
48:36
or
48:36
quarterback
48:37
or
48:37
that
48:38
one
48:38
can't
48:39
remember
48:39
what
48:39
it's
48:39
called,
48:40
but
48:40
Jerry
48:40
Jones
48:41
and
48:41
like
48:41
the
48:41
Dallas
48:42
Cowboys
48:43
history.
48:44
Yeah.
48:44
You're
48:44
showing
48:45
me
48:45
a
48:45
shocked
48:45
face
48:46
right
48:46
now.
48:46
Wow,
48:47
I
48:47
did
48:47
not
48:47
expect
48:47
you
48:48
to
48:48
say
48:48
that
48:48
at
48:48
all.
48:49
No,
48:49
I'm
48:49
all
48:50
in.
48:50
I
48:50
will
48:50
do
48:51
like
48:51
rom
48:51
coms
48:52
and
48:52
things,
48:52
but
48:52
I
48:52
can't
48:53
handle
48:53
any.
48:53
Anything
48:54
suspense.
48:54
So
48:55
Netflix
48:55
would
48:55
not
48:56
give
48:56
me
48:56
like,
48:57
anything
48:57
scary,
48:58
suspenseful,
48:58
like
48:58
I
48:59
got
48:59
enough
48:59
in
48:59
my
48:59
life.
49:00
I
49:00
don't
49:00
need
49:00
to
49:01
be
49:01
worried
49:01
about
49:01
that
49:02
when
49:02
I
49:02
watch
49:02
Netflix.
49:02
Netflix.
49:03
Okay,
49:03
so
49:04
you
49:04
don't
49:04
like
49:04
the
49:04
big
49:04
scare.
49:05
You
49:05
don't
49:05
like
49:05
the
49:05
big
49:05
scare.
49:06
All
49:06
right,
49:07
like
49:07
how
49:07
that
49:08
athlete
49:08
got
49:08
there
49:09
and
49:09
all
49:09
they
49:09
went
49:10
through.
49:10
It's
49:11
just.
49:11
It's
49:11
really
49:11
cool.
49:12
You're
49:12
a
49:13
personal
49:13
interest
49:13
girl.
49:13
That's
49:14
what
49:14
you
49:14
like.
49:14
You
49:14
like
49:14
personal
49:14
interest
49:15
stories?
49:15
Yeah,
49:15
that's
49:16
cool.
49:16
All
49:16
right.
49:16
Yeah.
49:17
All
49:17
right,
49:18
all
49:18
right.
49:18
Next
49:18
one.
49:19
Boston
49:19
Market.
49:19
This
49:20
is
49:20
gonna
49:20
be
49:20
a
49:20
great
49:20
one,
49:20
too.
49:21
Boston
49:21
Market
49:22
just
49:22
announced
49:22
they're
49:22
testing
49:23
a
49:23
new
49:23
rotisserie
49:24
chicken
49:24
subscription
49:25
where
49:25
you
49:26
get
49:26
one
49:26
chicken
49:26
per
49:27
week
49:27
delivered
49:27
to
49:27
your
49:27
door
49:28
for
49:28
$15.99
49:30
a
49:30
month.
49:30
Are
49:31
you
49:31
subscribing?
49:33
No,
49:33
no,
49:33
I'm
49:34
not
49:34
subscribing
49:34
to
49:36
monthly
49:37
rotisserie
49:37
chicken
49:38
programs.
49:39
I'm
49:40
out
49:40
on
49:40
this.
49:40
I
49:40
think
49:40
I
49:41
can
49:41
order
49:41
rotisserie
49:42
chickens,
49:42
and
49:42
I
49:42
do
49:43
when
49:43
I
49:44
want
49:44
them,
49:44
but
49:44
I
49:45
Don't
49:45
need
49:45
them
49:45
just
49:45
showing
49:46
up
49:46
at
49:46
my
49:46
door
49:47
on
49:47
a
49:47
regular
49:47
basis.
49:49
What
49:49
about
49:49
you?
49:49
Yeah,
49:50
what
49:50
are
49:50
you.
49:51
Well,
49:51
actually,
49:51
I
49:52
was
49:52
thinking
49:52
about,
49:52
like,
49:52
1599amonth,
49:53
getting
49:53
a
49:54
rotisserie
49:54
chicken
49:55
every
49:55
week.
49:55
Like,
49:55
that's
49:56
actually
49:56
a
49:56
hell
49:56
of
49:56
a
49:56
deal.
49:57
Like,
49:57
what
49:57
if
49:57
your
49:57
local
49:57
grocer
49:58
did
49:58
this?
49:58
Would
49:59
you
49:59
sign
49:59
up
49:59
for
49:59
it
49:59
then?
50:00
No,
50:00
it's
50:01
not
50:01
really.
50:01
Because
50:02
that's
50:02
like
50:02
$4
50:03
a
50:03
month.
50:03
Or.
50:04
I'm
50:04
sorry,
50:04
$4
50:04
a
50:05
week.
50:05
Right.
50:05
And
50:06
rotisserie
50:07
chickens
50:07
are,
50:07
like
50:07
5.99.
50:08
So
50:09
to
50:09
me,
50:09
yeah.
50:09
Like,
50:10
not
50:10
that
50:10
big
50:10
of
50:10
a
50:10
savings.
50:11
When
50:11
they're
50:11
hot
50:11
and
50:11
fresh.
50:12
And
50:12
I
50:13
know
50:13
I
50:13
want
50:13
to
50:13
eat
50:13
it
50:13
that
50:14
day,
50:14
you
50:14
know?
50:14
Yeah.
50:15
But
50:15
the.
50:15
The
50:15
merchant
50:16
in
50:16
me
50:16
goes,
50:16
okay,
50:16
maybe
50:17
I
50:17
make
50:17
this
50:17
a
50:17
component
50:18
of
50:18
my
50:18
subscription
50:19
program.
50:19
Like,
50:19
you
50:19
sign
50:19
up
50:19
for
50:20
my
50:20
subscription,
50:20
subscription
50:20
program,
50:20
and
50:21
you
50:21
get
50:21
discounted
50:21
chicken
50:22
delivered
50:22
to
50:22
your
50:22
door
50:23
on
50:23
demand
50:24
as
50:24
part
50:24
of
50:24
a
50:24
greater
50:25
fee.
50:25
That's
50:25
where
50:26
I'm
50:26
going
50:26
with
50:26
this.
50:27
Yeah.
50:27
I
50:27
love
50:28
rotisserie
50:28
chicken.
50:28
I'm
50:28
all
50:29
in.
50:29
Other
50:29
rotisserie
50:29
chicken.
50:30
All
50:30
right,
50:30
third
50:30
one.
50:31
Now
50:32
we'll
50:32
get
50:32
some
50:32
music
50:32
tastes
50:33
here
50:33
from
50:33
you,
50:33
Jen.
50:34
Harry
50:34
Styles
50:35
announced
50:35
the
50:35
2026
50:36
Madison
50:36
Square
50:37
Garden
50:37
residency
50:38
a
50:38
few
50:38
days
50:38
ago.
50:39
Where
50:39
do
50:39
you
50:39
come
50:39
down
50:39
on
50:40
Mr.
50:40
Harry
50:41
Styles?
50:42
I
50:42
really
50:43
hate
50:43
to
50:43
disappoint
50:43
you
50:44
and
50:44
the
50:44
audience,
50:44
but
50:44
I
50:45
know
50:45
nothing
50:45
about
50:45
Harry
50:46
Styles.
50:46
Styles,
50:46
not
50:47
disappointing
50:47
at
50:47
all,
50:47
Jed.
50:48
Not
50:48
disappointing
50:48
at
50:49
all.
50:50
I
50:50
think
50:50
he
50:51
dated
50:51
Taylor
50:51
Swift
50:52
at
50:52
one
50:52
point.
50:52
That's,
50:53
like,
50:53
the
50:53
first
50:53
thing
50:53
that
50:53
comes
50:54
to
50:54
mind.
50:55
But
50:56
if
50:56
you
50:56
would
50:56
like
50:57
me
50:57
to
50:57
check
50:57
out
50:57
his
50:58
residency
50:58
and
50:58
report
50:59
back,
50:59
if
50:59
Omnitok
50:59
wants
51:00
to,
51:00
like,
51:00
send
51:00
me
51:01
as
51:01
the
51:01
newbie
51:02
and
51:02
go
51:02
check
51:02
it
51:02
out,
51:02
I
51:03
will
51:03
go
51:03
and
51:04
check
51:04
it
51:04
out.
51:05
Okay.
51:05
We
51:05
will
51:05
think.
51:06
We
51:06
will.
51:06
I
51:06
will
51:06
think
51:06
through
51:07
that.
51:07
My
51:07
wife
51:07
would
51:07
love
51:07
to
51:08
go
51:08
with
51:08
you.
51:08
I'm
51:08
sure
51:09
she
51:09
loves.
51:11
Okay.
51:12
God,
51:12
yeah.
51:12
It
51:12
just
51:13
drives
51:13
me
51:13
absolutely
51:14
insane.
51:14
All
51:14
right,
51:14
last
51:15
one.
51:16
80,000.
51:17
And
51:17
she's
51:17
going
51:17
to
51:18
listen
51:18
to
51:18
this
51:18
show,
51:18
too.
51:19
80,000
51:19
Keurig
51:20
coffee
51:20
pots
51:21
were
51:21
recalled
51:21
yesterday
51:22
on
51:22
an
51:22
average
51:23
day.
51:24
I'm
51:24
curious,
51:24
how
51:25
many
51:25
cups
51:25
of
51:25
coffee
51:26
do
51:26
you
51:26
drink
51:28
again?
51:28
I
51:28
feel
51:28
like
51:29
I'm
51:29
the
51:29
most
51:29
lame
51:30
guest
51:30
ever
51:31
as
51:31
I'm
51:31
answering
51:31
these
51:32
questions.
51:32
But
51:32
I
51:32
don't
51:33
drink
51:33
coffee.
51:34
I
51:35
used
51:35
to
51:35
drink.
51:36
Yeah,
51:36
I
51:37
used
51:37
to
51:37
drink
51:38
a
51:38
lot
51:38
of
51:38
black
51:39
coffee,
51:39
especially
51:40
back
51:40
in
51:40
my
51:40
ops
51:41
days.
51:41
Right.
51:42
Lots
51:42
of
51:42
black
51:43
coffee
51:43
that
51:43
went
51:43
cold
51:43
before
51:44
you
51:44
could
51:44
drink
51:44
it.
51:45
I
51:45
don't
51:45
know
51:45
when
51:45
it
51:46
changed,
51:46
but
51:47
today
51:48
in
51:48
my
51:48
mug,
51:48
I
51:48
have
51:49
mushroom
51:49
coffee,
51:50
which
51:50
I've
51:50
heard
51:51
mixed
51:51
reviews
51:52
on.
51:52
Some
51:52
people
51:52
love
51:52
it,
51:52
some
51:53
people
51:53
hate
51:53
it,
51:53
but
51:53
I
51:53
have
51:54
one
51:54
cup
51:54
of
51:54
rise
51:55
mushroom
51:55
coffee
51:56
every
51:56
day.
51:56
And,
51:57
like,
51:57
maybe
51:57
a
51:57
few
51:58
times
51:58
a
51:58
week
51:58
I'll
51:58
have
51:58
a
51:58
latte,
51:59
but
52:01
yeah,
52:01
okay.
52:02
Boring.
52:02
All
52:03
right.
52:03
Wow.
52:03
That
52:04
is.
52:04
That.
52:04
That
52:04
surprises
52:05
me,
52:05
given
52:05
what
52:05
you
52:06
do
52:06
and
52:06
how,
52:06
like,
52:06
just
52:07
you
52:07
got
52:07
to
52:07
be
52:07
on
52:07
all
52:08
the
52:08
time
52:08
with
52:08
the.
52:08
The
52:09
clients
52:09
and
52:09
everything
52:09
thing.
52:10
Oh,
52:10
man,
52:10
I'm
52:10
already
52:10
at
52:11
cup
52:11
one
52:11
and
52:11
a
52:11
half.
52:12
I
52:12
think.
52:13
Producer
52:13
Ella,
52:13
let's
52:14
bring
52:14
you
52:14
into
52:14
the
52:14
show.
52:14
I
52:14
think
52:14
we
52:15
also
52:15
need
52:15
to
52:15
start
52:15
a
52:15
new
52:15
segment.
52:16
Like,
52:16
how
52:16
many
52:16
cups
52:16
of
52:17
coffee
52:17
has
52:17
Chris
52:17
had
52:18
today?
52:18
You
52:18
know,
52:19
I
52:19
think.
52:19
I
52:19
think
52:19
we
52:19
could.
52:20
We
52:20
could
52:20
do
52:20
the
52:20
over
52:20
and
52:21
under
52:21
on
52:21
two
52:22
before
52:22
we
52:22
start
52:22
every
52:23
podcast,
52:23
but.
52:24
All
52:24
right,
52:24
Ella,
52:25
so
52:25
I'm
52:25
curious.
52:26
What.
52:26
What.
52:27
What
52:27
should
52:27
help
52:28
you
52:28
on
52:28
this
52:28
show?
52:28
What
52:29
do
52:29
you
52:29
want
52:29
to
52:29
comment
52:29
on
52:29
the
52:30
jeans?
52:30
We'll
52:31
just
52:31
open
52:31
the
52:31
floor
52:32
to
52:32
you.
52:32
What
52:32
headline
52:32
won
52:33
the
52:33
week
52:33
for
52:33
you?
52:34
Producer
52:34
Ella,
52:35
I
52:35
do
52:35
have
52:35
a
52:35
lot.
52:36
To
52:36
say
52:36
about
52:36
the
52:36
gentleman
52:36
jeans,
52:37
because
52:37
this
52:37
is
52:37
a
52:37
monthly
52:38
occurrence
52:38
for
52:38
me
52:38
that
52:39
I.
52:39
I
52:39
also
52:39
don't
52:40
know
52:40
what
52:40
to
52:40
wear.
52:41
Like,
52:41
do
52:41
I
52:41
wear.
52:42
Are
52:42
the
52:42
skinny
52:43
jeans
52:43
coming
52:43
back?
52:43
I
52:44
hope
52:44
not.
52:44
Barrel
52:45
jeans.
52:45
I
52:45
tried.
52:45
I.
52:46
I
52:46
don't
52:46
think
52:47
they're
52:47
for
52:47
me.
52:48
Baggy
52:48
jeans.
52:49
You
52:49
know,
52:49
that
52:49
was
52:49
maybe
52:50
last
52:50
year.
52:51
I
52:51
have
52:51
no
52:51
idea.
52:52
So
52:52
what
52:53
are
52:53
you
52:53
doing?
52:53
Can
52:53
you
52:54
send
52:54
me
52:54
a
52:54
picture?
52:54
Because
52:55
I
52:55
just
52:55
got
52:56
four
52:56
pairs
52:56
of
52:57
jeans
52:57
delivered
52:58
two
52:58
days
52:58
ago,
52:59
and
52:59
when
52:59
they
52:59
were
52:59
laying
53:00
out
53:00
on
53:00
the
53:00
bed,
53:00
my
53:00
husband's
53:01
like,
53:01
can
53:01
you
53:02
figure
53:02
this
53:02
jeans
53:02
thing
53:03
out?
53:03
Like,
53:03
why
53:04
are
53:04
there.
53:04
And
53:04
I'm
53:05
like,
53:05
no,
53:05
it's
53:05
hard.
53:05
People
53:06
need
53:06
to
53:06
be
53:07
talking
53:07
about
53:07
this.
53:08
Yeah,
53:08
no
53:09
idea.
53:09
Every
53:09
day's
53:10
love
53:10
that.
53:10
Okay,
53:11
so
53:11
we
53:11
don't
53:11
know.
53:11
Okay.
53:12
And
53:12
then
53:12
my
53:13
answer
53:13
for
53:14
the
53:14
winner
53:14
of
53:15
this
53:16
podcast
53:16
is
53:16
very
53:17
unconventional
53:18
today
53:18
because
53:19
instead
53:19
of
53:19
picking
53:20
a
53:20
headline
53:20
winner,
53:21
I'm
53:21
going
53:21
to
53:21
pick
53:21
a
53:21
conversation
53:22
winner.
53:23
Okay.
53:23
I
53:24
was
53:24
wondering
53:24
if
53:24
you're
53:24
going
53:24
to
53:24
do
53:24
that.
53:25
Yes.
53:25
You
53:26
two
53:26
had
53:26
some
53:26
amazing
53:27
content
53:27
and
53:28
interesting
53:28
information.
53:29
Between
53:29
the
53:30
layoffs
53:30
and
53:30
the
53:30
AI
53:31
and
53:31
the
53:31
strategy
53:32
and
53:32
the
53:32
tech,
53:33
it
53:33
was
53:33
so
53:33
fascinating,
53:34
and
53:34
I
53:34
feel
53:34
like
53:34
I
53:35
learned
53:35
a
53:35
lot
53:35
from
53:35
both
53:35
of
53:35
you,
53:36
so.
53:36
So,
53:37
Jen,
53:37
your
53:37
point
53:38
about
53:38
all
53:38
leaders
53:38
need
53:39
to
53:39
be
53:39
tech
53:39
leaders?
53:40
Like,
53:41
snapping
53:41
my
53:41
fingers.
53:42
So
53:42
good.
53:43
Snapping
53:43
her
53:43
fingers.
53:44
Look
53:44
at
53:44
that.
53:44
Nice.
53:45
Nice.
53:46
All
53:46
right,
53:46
well,
53:46
Jen,
53:47
great
53:47
show.
53:47
We
53:48
gotta
53:48
sign
53:48
off
53:49
with
53:49
our
53:49
happy
53:49
birthdays.
53:50
Happy
53:50
birthday
53:50
today
53:50
to
53:51
Elijah
53:51
Wood,
53:52
Frank
53:52
Darabont,
53:53
and
53:53
to
53:53
everyone's,
53:54
particularly
53:55
my
53:55
mother's
53:55
favorite
53:56
sex
53:56
symbol
53:57
from
53:57
the
53:57
1970s,
53:58
Mr.
53:59
Alan
53:59
Alda.
54:00
Today's
54:00
podcast
54:01
was
54:01
Purdue.
54:02
Yeah,
54:02
right.
54:03
Ella.
54:03
Ella,
54:04
wait.
54:04
I
54:04
gotta
54:04
bring
54:04
you
54:04
back
54:05
in.
54:05
I
54:05
know
54:05
Jen
54:05
knows
54:06
who
54:06
Alan
54:06
Alda
54:06
is.
54:06
Do
54:07
you
54:07
know
54:07
who
54:07
Alan
54:07
Alda
54:08
is?
54:08
No
54:08
idea.
54:09
I'm
54:09
so
54:09
sorry.
54:11
God.
54:12
Oh,
54:12
my
54:13
God.
54:13
All
54:13
right,
54:14
all
54:14
right.
54:14
On
54:14
that
54:15
note,
54:15
today's
54:15
podcast
54:16
was
54:16
produced
54:16
with
54:16
the
54:16
help
54:16
and
54:17
support
54:17
of
54:17
Ella
54:18
Sil.
54:19
And
54:19
remember,
54:19
if
54:19
you
54:19
can
54:19
only
54:20
read
54:20
or
54:20
listen
54:20
to
54:20
one
54:21
retail
54:21
blog
54:21
in
54:21
the
54:21
business,
54:22
make
54:22
it
54:22
Omnitok,
54:23
the
54:23
only
54:23
retail
54:23
media
54:23
outlet
54:24
run
54:24
by
54:24
two
54:25
former
54:25
executives
54:25
from
54:26
a
54:26
current
54:26
top
54:26
10
54:26
US
54:27
retailer.
54:27
Our
54:28
Fast
54:28
Five
54:28
podcast
54:29
is
54:29
the
54:29
quickest,
54:29
fastest
54:29
rundown
54:30
of
54:30
all
54:30
all
54:30
the
54:30
week's
54:30
top
54:31
news.
54:31
And
54:31
our
54:31
daily
54:32
newsletter,
54:32
the
54:32
Retail
54:33
Daily
54:33
Minute,
54:33
tells
54:33
you
54:33
all
54:34
you
54:34
need
54:34
to
54:34
know
54:34
each
54:34
day
54:35
to
54:35
stay
54:35
on
54:36
top
54:36
of
54:36
your
54:36
game
54:36
as
54:36
a
54:36
retail
54:37
executive.
54:37
It
54:37
also
54:38
regularly
54:38
features
54:39
special
54:39
content
54:39
that
54:39
is
54:39
exclusive
54:40
to
54:40
us
54:40
and
54:41
that
54:41
Ann
54:41
and
54:41
I
54:41
take
54:41
a
54:42
lot
54:42
of
54:42
pride
54:42
in
54:42
doing
54:43
just
54:43
for
54:43
you.
54:43
Thanks
54:43
as
54:44
always
54:44
for
54:44
listening
54:44
in.
54:44
Please
54:45
remember
54:45
to
54:45
like
54:45
and
54:45
leave
54:45
us
54:46
a
54:46
review
54:46
wherever
54:46
you
54:46
happen
54:47
to
54:47
listen
54:47
to
54:47
your
54:47
podcast
54:48
or
54:48
on
54:48
YouTube.
54:49
You
54:49
can
54:49
follow
54:49
us
54:49
today
54:49
by
54:50
simply
54:50
going
54:50
to
54:50
YouTube.com
54:52
omnitalkretail
54:54
Jen,
54:55
if
54:55
people
54:55
want
54:55
to
54:55
get
54:55
in
54:56
touch
54:56
with
54:56
you
54:56
for
54:57
any
54:57
reason
54:57
after
54:57
listening
54:58
to
54:58
this
54:58
conversation,
54:58
what's
54:58
the
54:59
best
54:59
way
54:59
for
54:59
them
54:59
to
54:59
do
54:59
that?
55:00
Yeah,
55:01
so
55:01
being
55:01
in
55:01
recruiting,
55:02
we
55:02
are
55:02
very
55:02
active
55:03
on
55:03
LinkedIn.
55:03
You
55:04
can
55:04
find
55:04
me,
55:04
Jen,
55:05
two
55:05
ends
55:06
H
55:06
A
55:06
H
55:07
N
55:08
on
55:08
LinkedIn
55:08
and
55:09
then
55:09
J
55:09
Recruiting
55:09
Services,
55:10
our
55:11
company
55:11
pages
55:12
on
55:12
LinkedIn
55:12
and
55:13
our
55:13
website
55:13
is
55:13
jrecruitingservices.com
55:16
all
55:16
right,
55:17
awesome.
55:17
Well,
55:18
on
55:18
behalf
55:18
of
55:18
Jen,
55:19
producer,
55:19
Ella,
55:20
myself,
55:20
and
55:21
he's
55:21
also
55:21
on
55:21
vacation.
55:22
On
55:22
behalf
55:22
of
55:23
all
55:23
of
55:23
us
55:23
at
55:23
Omnitok,
55:24
as
55:24
always,
55:24
be
55:25
careful
55:25
out
55:25
there.