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THE RETAIL 2026 PREDICTION FORECAST | Fast Five Shorts · Omni Talk Retail

• 0:00
  What
• 0:00
  is
• 0:00
  one
• 0:00
  headline
• 0:01
  you
• 0:02
  predict
• 0:03
  for
• 0:03
  2026?
• 0:05
  Chad,
• 0:06
  let's
• 0:06
  go
• 0:06
  to
• 0:06
  you
• 0:06
  first.
• 0:08
  So
• 0:08
  I
• 0:08
  gotta
• 0:08
  say
• 0:08
  there's
• 0:09
  some
• 0:09
  pressure
• 0:09
  on
• 0:09
  this
• 0:09
  one
• 0:10
  because
• 0:10
  last
• 0:11
  year
• 0:11
  I
• 0:11
  used
• 0:12
  this
• 0:12
  Omni
• 0:13
  to
• 0:13
  talk
• 0:13
  about
• 0:13
  Target
• 0:14
  and
• 0:14
  what
• 0:15
  would
• 0:15
  most
• 0:15
  likely
• 0:16
  be
• 0:16
  leadership
• 0:16
  changes
• 0:17
  in
• 0:17
  2025.
• 0:19
  Sure
• 0:19
  enough,
• 0:19
  in
• 0:20
  August,
• 0:20
  Brian,
• 0:20
  Brian
• 0:21
  Cornell
• 0:21
  announced
• 0:21
  he'd
• 0:22
  step
• 0:22
  down.
• 0:22
  So
• 0:24
  what
• 0:24
  to
• 0:24
  do
• 0:24
  here?
• 0:24
  Like,
• 0:25
  it,
• 0:25
  it
• 0:25
  felt
• 0:25
  like
• 0:25
  it
• 0:26
  needed
• 0:26
  to
• 0:26
  be
• 0:26
  something
• 0:27
  open,
• 0:28
  AI
• 0:29
  related,
• 0:29
  something
• 0:30
  ChatGPT.
• 0:32
  The
• 0:32
  obvious
• 0:33
  one
• 0:33
  is,
• 0:34
  you
• 0:34
  know,
• 0:35
  advertisers
• 0:36
  flood
• 0:36
  as
• 0:37
  ChatGPT
• 0:38
  introduces
• 0:39
  ads
• 0:39
  to
• 0:40
  its
• 0:40
  free
• 0:40
  tier.
• 0:41
  Right.
• 0:42
  And
• 0:43
  then,
• 0:43
  you
• 0:43
  know,
• 0:43
  maybe
• 0:44
  you
• 0:44
  get
• 0:44
  a
• 0:44
  twofer
• 0:44
  here,
• 0:45
  like
• 0:45
  as
• 0:45
  the
• 0:46
  agentic
• 0:46
  commerce
• 0:47
  does
• 0:47
  accelerate,
• 0:48
  when
• 0:48
  it
• 0:48
  will,
• 0:48
  maybe
• 0:49
  OpenAI
• 0:49
  creates
• 0:50
  its
• 0:50
  own
• 0:50
  payment
• 0:50
  platform.
• 0:51
  Now
• 0:51
  you
• 0:51
  can
• 0:52
  use
• 0:52
  ChatGPT,
• 0:53
  pay
• 0:53
  for
• 0:54
  your
• 0:54
  AI
• 0:55
  agents
• 0:55
  to
• 0:55
  do
• 0:55
  all
• 0:55
  your
• 0:55
  holiday
• 0:56
  shopping
• 0:56
  for
• 0:56
  you
• 0:57
  or
• 0:57
  something
• 0:57
  like
• 0:57
  that.
• 0:58
  But
• 0:58
  you
• 0:58
  know,
• 0:59
  steamrolling
• 0:59
  ahead
• 0:59
  on
• 1:00
  that.
• 1:01
  That,
• 1:01
  yeah,
• 1:02
  we're
• 1:02
  starting
• 1:02
  to
• 1:02
  see
• 1:02
  some
• 1:03
  announcements
• 1:03
  with
• 1:03
  Visa
• 1:04
  jumping
• 1:04
  in
• 1:04
  there
• 1:05
  and
• 1:06
  Amazon
• 1:06
  and
• 1:07
  some
• 1:07
  other
• 1:07
  ones
• 1:07
  too.
• 1:07
  So
• 1:08
  I
• 1:08
  think
• 1:08
  those
• 1:08
  are
• 1:09
  great
• 1:09
  call
• 1:10
  outs.
• 1:10
  Chris,
• 1:11
  what
• 1:11
  is
• 1:12
  yours
• 1:12
  headline
• 1:13
  for
• 1:13
  2026?
• 1:15
  I
• 1:15
  kind
• 1:15
  of
• 1:15
  tease
• 1:15
  it
• 1:16
  before,
• 1:16
  but
• 1:16
  for
• 1:16
  me,
• 1:16
  I
• 1:17
  think,
• 1:17
  I
• 1:17
  think,
• 1:17
  I
• 1:17
  think
• 1:18
  and
• 1:18
  to
• 1:18
  your
• 1:18
  point
• 1:19
  about
• 1:19
  Starbucks
• 1:19
  and
• 1:20
  the
• 1:20
  laughable
• 1:20
  headline,
• 1:21
  I
• 1:21
  think,
• 1:21
  I
• 1:21
  think
• 1:22
  Starbucks
• 1:22
  is
• 1:22
  going
• 1:22
  to
• 1:22
  do
• 1:22
  an
• 1:22
  about
• 1:23
  face
• 1:23
  on
• 1:23
  this
• 1:23
  whole.
• 1:24
  Like
• 1:24
  we
• 1:24
  can't
• 1:24
  have
• 1:24
  a
• 1:24
  coffee
• 1:25
  shop
• 1:25
  without
• 1:25
  seating
• 1:26
  in
• 1:26
  it.
• 1:26
  Like
• 1:27
  that
• 1:27
  just,
• 1:28
  I
• 1:28
  think
• 1:28
  doesn't
• 1:28
  make
• 1:28
  sense
• 1:29
  operationally.
• 1:29
  They're
• 1:30
  gonna,
• 1:30
  at
• 1:30
  some
• 1:30
  point
• 1:31
  they're
• 1:31
  gonna
• 1:31
  avail
• 1:31
  a
• 1:31
  new
• 1:32
  mobile
• 1:32
  order
• 1:32
  and
• 1:32
  Ghost
• 1:33
  Cafe
• 1:33
  concept
• 1:34
  where
• 1:34
  that's
• 1:34
  just
• 1:34
  what
• 1:35
  they're
• 1:35
  focused
• 1:35
  on,
• 1:35
  of
• 1:35
  getting
• 1:36
  those
• 1:36
  orders
• 1:36
  into
• 1:36
  people's
• 1:37
  hands
• 1:37
  as
• 1:37
  quickly
• 1:37
  as
• 1:37
  possible
• 1:38
  because
• 1:38
  they
• 1:39
  need
• 1:39
  the
• 1:39
  throughput,
• 1:39
  they
• 1:40
  really
• 1:40
  do.
• 1:40
  And
• 1:40
  that's
• 1:41
  the
• 1:41
  only
• 1:41
  way
• 1:41
  I
• 1:41
  can
• 1:41
  conceive
• 1:42
  of
• 1:42
  doing
• 1:42
  it
• 1:43
  as
• 1:43
  opposed
• 1:43
  to
• 1:44
  like
• 1:44
  a
• 1:44
  full
• 1:44
  scale
• 1:44
  redesign
• 1:45
  of
• 1:45
  their
• 1:45
  stores,
• 1:45
  which
• 1:46
  is
• 1:46
  gonna
• 1:46
  take
• 1:46
  time
• 1:46
  and
• 1:47
  a
• 1:47
  ton
• 1:47
  of
• 1:47
  money.
• 1:47
  So
• 1:48
  I,
• 1:48
  I
• 1:48
  think,
• 1:48
  right,
• 1:49
  we'll
• 1:49
  see
• 1:49
  that
• 1:49
  at
• 1:49
  some
• 1:49
  point.
• 1:50
  I
• 1:50
  don't
• 1:50
  know
• 1:50
  if
• 1:50
  we'll
• 1:50
  see
• 1:50
  it
• 1:50
  this
• 1:50
  year
• 1:51
  technically,
• 1:51
  but
• 1:52
  I
• 1:52
  think
• 1:52
  we'll
• 1:52
  see
• 1:52
  it
• 1:52
  at
• 1:52
  some
• 1:53
  point.
• 1:54
  Yeah,
• 1:54
  I
• 1:54
  mean,
• 1:54
  I
• 1:54
  think
• 1:54
  you're
• 1:55
  right.
• 1:55
  We'll
• 1:55
  certainly
• 1:56
  see
• 1:56
  the
• 1:56
  impact
• 1:56
  of
• 1:56
  focusing
• 1:57
  more
• 1:57
  on
• 1:57
  these
• 1:58
  store
• 1:58
  redesigns
• 1:59
  that
• 1:59
  they're
• 1:59
  doing
• 2:00
  and
• 2:00
  if
• 2:00
  the
• 2:00
  investment
• 2:01
  is
• 2:01
  going
• 2:01
  to
• 2:01
  be
• 2:02
  worth
• 2:02
  it
• 2:02
  for
• 2:02
  them
• 2:02
  or
• 2:02
  if
• 2:03
  they
• 2:03
  need
• 2:03
  to
• 2:03
  pivot
• 2:04
  and
• 2:04
  go
• 2:04
  more
• 2:05
  to
• 2:05
  just
• 2:05
  the
• 2:06
  Ghost
• 2:06
  Kitchen
• 2:06
  model
• 2:07
  that
• 2:07
  you're
• 2:07
  talking
• 2:07
  about
• 2:07
  too.
• 2:08
  Chris?
• 2:10
  Well,
• 2:10
  I,
• 2:10
  I'm
• 2:11
  closer
• 2:11
  to
• 2:11
  Chad
• 2:12
  on
• 2:12
  this
• 2:12
  one
• 2:12
  for
• 2:12
  my,
• 2:13
  my
• 2:13
  tomorrow's
• 2:14
  headlines
• 2:14
  today,
• 2:15
  but
• 2:15
  the
• 2:16
  headline
• 2:16
  I'm
• 2:16
  most
• 2:16
  excited
• 2:17
  about
• 2:18
  seeing
• 2:18
  in
• 2:18
  2026
• 2:20
  is
• 2:21
  agent
• 2:21
  influence
• 2:22
  Shopping
• 2:23
  around
• 2:23
  the
• 2:23
  Black
• 2:24
  Friday
• 2:24
  Cyber
• 2:24
  Monday
• 2:25
  and
• 2:25
  holiday
• 2:25
  season
• 2:26
  of
• 2:26
  2026.
• 2:27
  I,
• 2:28
  I
• 2:28
  believe
• 2:29
  we
• 2:29
  will
• 2:29
  see
• 2:30
  that
• 2:30
  at
• 2:31
  least
• 2:31
  double,
• 2:31
  if
• 2:32
  not
• 2:32
  triple
• 2:32
  compared
• 2:33
  to
• 2:33
  the
• 2:33
  stats
• 2:34
  that
• 2:34
  we
• 2:34
  saw
• 2:34
  this
• 2:34
  year
• 2:35
  because
• 2:36
  I
• 2:36
  think
• 2:36
  it's
• 2:37
  another
• 2:37
  a
• 2:37
  hold
• 2:38
  a
• 2:38
  whole
• 2:38
  additional
• 2:39
  year
• 2:39
  now
• 2:39
  that
• 2:39
  we've
• 2:40
  got
• 2:40
  people
• 2:40
  familiarized
• 2:41
  with
• 2:41
  using
• 2:42
  these
• 2:42
  agents
• 2:42
  to
• 2:42
  do
• 2:43
  their
• 2:43
  shopping.
• 2:44
  And
• 2:44
  I
• 2:44
  think
• 2:45
  as
• 2:45
  they
• 2:45
  start
• 2:46
  to,
• 2:46
  to
• 2:46
  use
• 2:46
  that
• 2:47
  for
• 2:47
  things
• 2:47
  outside
• 2:47
  of
• 2:48
  just
• 2:48
  shopping,
• 2:48
  for
• 2:49
  making
• 2:49
  appointments,
• 2:49
  for
• 2:50
  doing
• 2:50
  other
• 2:50
  things,
• 2:51
  I
• 2:51
  think
• 2:51
  we'll
• 2:52
  start
• 2:52
  to
• 2:52
  see
• 2:52
  an
• 2:52
  increase,
• 2:53
  hopefully
• 2:54
  with
• 2:54
  payment
• 2:54
  options
• 2:55
  like
• 2:55
  Chad's
• 2:55
  talking
• 2:56
  about
• 2:56
  to
• 2:57
  make
• 2:57
  those
• 2:57
  gift
• 2:58
  buying
• 2:59
  shopping
• 2:59
  experiences
• 3:00
  less
• 3:00
  stressful,
• 3:01
  you
• 3:02
  know,
• 3:02
  and,
• 3:02
  and
• 3:03
  more
• 3:03
  impactful,
• 3:04
  especially
• 3:04
  as
• 3:04
  the
• 3:05
  deal
• 3:05
  season
• 3:06
  seemed
• 3:06
  to
• 3:06
  get
• 3:06
  stretched
• 3:07
  out
• 3:07
  this
• 3:07
  year.
• 3:07
  Black
• 3:08
  Friday
• 3:08
  week
• 3:08
  lasted
• 3:09
  two
• 3:09
  weeks,
• 3:09
  it
• 3:10
  seemed
• 3:10
  like.
• 3:11
  So
• 3:11
  those
• 3:12
  agents
• 3:12
  will
• 3:12
  be
• 3:12
  really
• 3:12
  helpful,
• 3:13
  I
• 3:13
  think,
• 3:13
  with
• 3:13
  people
• 3:14
  making
• 3:14
  sure
• 3:14
  that
• 3:14
  they're
• 3:14
  getting
• 3:15
  the
• 3:15
  right
• 3:15
  prices
• 3:15
  and
• 3:16
  potentially
• 3:16
  even
• 3:17
  doing
• 3:17
  things
• 3:17
  like
• 3:18
  price
• 3:18
  matching
• 3:18
  and
• 3:18
  stuff
• 3:19
  on
• 3:19
  their
• 3:20
  behalf
• 3:20
  next
• 3:20
  year.
• 3:22
  Wow.
• 3:22
  All
• 3:22
  right,
• 3:23
  so,
• 3:23
  and,
• 3:23
  and
• 3:23
  all
• 3:24
  in.
• 3:24
  On,
• 3:24
  all
• 3:24
  in
• 3:24
  on
• 3:24
  a
• 3:24
  gentic
• 3:25
  AI
• 3:25
  from
• 3:25
  Ann.
• 3:26
  That's
• 3:26
  the
• 3:26
  key
• 3:26
  takeaway
• 3:27
  from
• 3:27
  this
• 3:27
  show
• 3:27
  so
• 3:27
  far.