Cyber 5 / Next Commerce News

In this episode

In this episode:

In this episode: OpenAI's first pass at agentic shopping proved the idea is real but the workflow is still brittle. Project Kobe points to Amazon's next retail act: blending big-box physicalretail, fulfillment, warehouse automation, and AI.  Walmart and Target Want to Be Your AIShopping Buddy​. Consumer sentiment fell to a three-month low in March, with the Universityof Michigan index hitt...

In this episode: For the first time in 13 years, Walmart has lost the #1 revenue crown. Amazon posted $716.9B in FY2025 revenue versus Walmart's $713.2B — a $3.7B gap driven by AWS and relentless e-commerce growth. Walmart's Q4 tells the other side of thestory: $190.7B in revenue, operatingincome up 26%, and e-commerce up 27%. At CAGNY 2026, a clear divide emerged across the CPG industry....

In this episode: • Amazon shuts down palm-payment system and doubles down on online grocery and Whole Foods expansion • Retail media shifts into ROI and accountability era with AI-powered measurement and targeting • Walmart and Google partner to embed Gemini AI directly into Walmart and Sam’s Club shopping • Kroger scales back Ocado automation deal and closes robotic warehouses • GLP-1 adoption re...

In today’s episode: • Global online sales reach $1.3T as AI agents drive 20% of retail revenue • DoorDash brings ChatGPT-powered recipe-to-grocery ordering • Amazon launches browser-based Alexa+ shopping and planning hub • TikTok Shop captures one-fifth of social commerce market • Albertsons turns display ads into instant shoppable carts • Walmart expands drone delivery to new U.S. cities • Instac...

In this episode: Cyber Week 2025 is on track to smash records Online grocery sales hit US$11.6B in October, setting a new record Target launches an AI holiday gift finder to streamline gift shopping Target rolls out a ChatGPT-based shopping app that lets users build full carts Target introduces “List Scanner” to turn handwritten notes into digital carts ChatGPT launches “Shopping Research,” a new...

In this episode: Walmart captures 21% of U.S. grocery spending Walmart launches AI tools to enhance in-store shopping Walmart and OpenAI partner to enable purchases via ChatGPT Amazon’s “Help Me Decide” AI tool simplifies product choice Pinterest rolls out AI-driven boards to become a personal shopping assistant PayPal reports how AI is reshaping holiday shopping Consumers increasingly move beyond...

In this episode: Shoppers Are Embracing AI but Want Guardrails One-Third of Consumers Plan to Use AI for Holiday Shopping ChatGPT Lets Shoppers Buy Products Within the Platform Google Launches AI-Enabled Conversational Shopping Kroger Accelerates AI to Cut Costs, Boost Efficiency How Aldi Revamped Its Social Media Strategy Instacart Adds SNAP Tracking & Savings Tools to Smart Carts Amazon debu...

In this episode: Online grocery sales top $11 billion in August, led by delivery Holiday sales could grow up to 3.4%: Deloitte Ulta targets wellness growth and raises full-year sales outlook Mass beauty outpaces prestige in the first half of 2025 Ralph Lauren rolls out AI-powered assistant to dole out fashion advice Walmart Realm adds new digital storefronts to woo Gen Z How Instacart is upgrading...

In this episode we will discuss... Grocery e-commerce sales jump nearly 30% in June U.S. online grocery sales grew in June, but shoppers demand better digital experiences. Ebay is doubling down on its investments in AI-powered customer experience and employee productivity in the second second half of 2025. Ulta Beauty is shifting to AI agents following tech modernization, targeting improved custom...

In this episode we will discuss Online summer sales expected to be the equivalent of ‘two Black Fridays’ Prime Day order amount, household spend declines Prime Day drives $7.9 billion in first-day online spend Amazon reportedly shuttering Freevee streaming platform TikTok Shop debuts live price match Sephora partners to give shoppers rides to its stores Wegmans is testing smart carts from two prov...

In this episode we will discuss... Tariffs are likely to drive Prime Day purchases Online grocery sales are growing rapidly, with a projected 8.9% annual growth rate through 2029 Loyalty memberships may be the key for small and mid-sized grocery players to win back Walmart e-grocery shoppers, according to the Brick Meets Click April 2025 report  Amazon pilots audio product summaries Amazon Ads enh...

In this episode we will discuss Walmart’s grocery sales reached $276B in FY2025, comprising nearly 60% of U.S. net sales. Instacart beat Wall Street estimates with its first-quarter results, recording a 14% year-over-year increase in orders. Walmart is expanding its beauty offerings with “Beauty Bars” in 40 stores, allowing customers to test products and consult experts. Amazon announced a July Pr...

In this episode we will discuss... Amazon taps AI for automatic product recommendations Amazon adds new grocery tools to Alexa Walmart + Week is coming back at the end of April Amazon provides more details on Google-like 'Buy for Me' feature Google Shopping released a suite of AI tools for fashion and beauty products to help shoppers better visualize items Lowe’s launched Mylow, an AI-powe...

Some of the headlines in today’s podcast: Sales at U.S. grocery stores will increase 3.1% this year to $1.6 trillion — a notable increase from the 1.1% sales growth the sector recorded last year. Amazon expected to surpass Walmart in revenue. Target aims to drive $15 billion-plus in sales growth. Amazon revamped its personal AI assistant to make Alexa more “conversational, smarter and personalized...

Some of the headlines in today’s podcast: Consumer spending forecast to grow 3.1% this year. More than 90% of consumers purchase groceries both in-store and online. Ulta Beauty is looking at how to best tap into its loyalty program data to power personalization, Josh Friedman, vice president of digital products at Ulta Beauty. Kroger launches virtual nutrition coaching program. Amazon to end Prime...

Some of the headlines in today’s podcast: US online holiday spending hit $241B, a new record! AI influenced over $229B in global holiday sales Ulta Beauty lets customers try out hair colors with AI Target debuted its Bullseye Gift Finder Albertsons serves up AI-driven personalization for alcohol and food Instacart links with Samsung on shoppable fridge tech L'Oréal develops skin assessment technol...

Some of the of the headlines in today’s podcast: Shoppers planning to shop omni this holiday season Online holiday spending reached $77.4 billion from Nov. 1-24, up 9.6% year-over-year Social commerce predicted to reach $1 trillion by 2028 Walmart virtual store with seasonal shopping features Ulta Beauty’s 2024 omni holiday marketing includes Roblox DoorDash launches shopping & gifting feature...

Some of the headlines in today’s podcast: Most consumers plan to shop online this holiday season Product review videos to influence holiday shopping Walmart+ membership fee slashed in half Amazon rolls out AI Shopping Guides for holidays and everyday Amazon tests personalized homepage features Walmart’s tests unique homepage for each shopper Amazon expands Rufus AI to Canadian shoppers via beta te...

Some of the headlines in today’s podcast: Gopuff launched several new in-app, in-bag and off-platform advertising capabilities to help brands connect with Gen Z and millennial consumers Amazon launches suite of visual search features Amazon adds PayPal payment option to Buy with Prime Albertsons is using artificial intelligence to assist distribution center buyers in placing store orders Giant Eag...

Some of the headlines in today’s podcast: Amazon and Walmart to capture 25% of U.S. retail sales and 66% of online retail sales by 2029 Amazon is officially kicking off its holiday promotional season with a sales event called Prime Big Deal Days Amazon adds annual plan to Prime grocery subscription Thrive Market connects brands to members Amazon to bring ads to Rufus AI search chatbot experience G...

Some of the headlines in today’s podcast: 84% of Amazon Prime Day customers shopped exclusively at Amazon, with only 16% shopping at one other promotional event Costco's July net sales reached $19.26 billion, a 7.1% year-over-year increase Walmart captured 37% of the Q2 U.S. online grocery market, climbing 1.5% marking its highest share to date Uber’s Q2 revenues rose 8% in delivery DoorDash b...

Some of the headlines in today’s podcast: How many households will shop Prime Day? Target countered Prime Day with weeklong sales event Grocery helps make Walmart+ week in June preemptive success Instacart enables shoppable YouTube ads for CPG brands Walmart’s off-site customer journey insights for suppliers E.l.f. tests real-world commerce on Roblox Seasonal membership promotion at DoorDash Walma...

Some of the headlines in today’s podcast: Walmart hosting summer sales blockbuster in June Per Signifyd Ecommerce Pulse data, online grocery sales rose 22% YoY in April 2024 Per Numerator, Walmart’s hold on the grocery market continues to grow. Walmart expands metaverse Reebok launches AI sneaker experience on Instagram Etsy now lets gift shoppers upload video messages for recipients Amazon grows...