ChatGPT Goes Ad-Supported, Gap Goes Hollywood & Walmart Goes Upscale In Home | Fast Five
In this week's Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, Quorso, and Veloq, Chris and Anne discussed:
- ChatGPT beginning to test ads for logged-in users (Source)
- Kroger launching on Uber nationwide across 2,700 stores (Source)
- Walmart leaning into trendier, upscale home goods (Source)
- Fanatics launching an entertainment studio while Gap creates a Chief Entertainment Officer role (Source)
- Simbe unveiling Tally 4.0 with advanced AI capabilities (Source)
There's all that, plus graduation speech confessions, Magic Mike on Broadway, and whether Victoria Beckham should've hijacked her son's first dance.
P.S. Be sure to check out all our other podcasts from the past week here, too: https://omnitalk.blog/category/podcast/
P.P.S. Also be sure to check out our podcast rankings on Apple Podcasts and on Feedspot
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#RetailNews #ChatGPTAds #WalmartHome #RetailTech #FanaticsStudio #RetailPodcast #OmniTalk #SimbeTally #RetailInnovation #KrogerUber
00:00 - Untitled
00:05 - Introducing the AM Consumer and Retail Group
02:26 - Retail Trends and Innovations at FMI
12:31 - The Impact of Grocery Delivery Platforms
21:55 - The Evolution of Retail: Walmart vs. Gap
27:54 - The Future of Retail Robotics
35:54 - Magic Mike Live on Broadway
37:54 - Navigating Life's Milestones
This episode of The OmniTalk Retail Fast 5 is brought to you by the A and M Consumer and Retail Group.
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Speaker AThat's M I R A K L.com and Corso.
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Speaker AAt Infios, they unite warehousing, transportation and order management into a seamless, adaptable network.
Speaker AInfios helps you stay ahead from promise to delivery and every step in between.
Speaker ATo learn more, visit infios.com and Ocampo Capital Ocampo Capital is a venture capital firm founded by retail executives with the aim of helping early stage consumer businesses succeed through investment and operational support.
Speaker ALearn more@ocampo capital.com and finally, vote Veloc is a proven E grocery technology built by grocers for grocers.
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Speaker BListening to Omnitalk's Retail Fast Five, ranked in the top 10% of all podcasts globally and currently the only retail podcast ranked in the top 100 of all business podcasts on Apple Podcasts.
Speaker BThe Retail Fast Five is the podcast that we hope makes you feel a little smarter but most importantly a little happier each week too.
Speaker BAnd the Fast 5 is just one of the many great podcasts you can find from the Amitok Retail Podcast Network alongside our Retail Daily minute which brings you a curated selection of the most important retail headlines every morning and our Retail Technology Spotlight series which goes deep each week on the latest retail technology Trends.
Speaker BToday is January 21, 2026.
Speaker BWe are on the road again bringing you Some of the most important topics that are top of mind from retailers coast to coast.
Speaker BWe're kicking things off this week at FMI where we are now in San Diego and where we'll be broadcasting over the next several days from the Simbi booth.
Speaker BChris Last year at fmi food is medicine was a big topic of conversation, retail media and obviously in store robotics.
Speaker BBut if you had to guess, what do you think will be the most talked about topic at FMI this year?
Speaker AOh wow, that's a good question.
Speaker AThis is a very different show than, than we typically go to, you know, from the NRFs to shop talks to grocery shops of the world.
Speaker AYou know, this is a, this is a conference where, where the, the real, the all the retail executives for the most part the big guys really come come to come to the conference and try to connect with each other, especially the regional guys too.
Speaker ASo and the brands are here as well.
Speaker ASo it's more of a brand merchandising show.
Speaker AAnd so to that point, if I was to think about what topic is going to be most top of mind, I think it's probably in the, the merchandising sphere.
Speaker ASo the food is medicine, the impact of GLP1s on assortment, on space plan.
Speaker AThere's probably going to be a lot of new products.
Speaker AThere's always new products on display here.
Speaker AThere's probably going to be a lot of new products with protein added to them would be my guess that they're trying to get the merchants to take a look at.
Speaker ASo that's my hunch.
Speaker AI mean do you have any, any takes on what you think you're going to see here over the next two to three days?
Speaker BI mean, I think it'll be interesting to hear from people, like you said, how much this new assortment of product has changed the footprint of stores.
Speaker BEspecially when, you know, you have a lot of, of retailers that we talked to when we were at the Symbi booth at the Spartan Nash conference just a few months ago this past summer.
Speaker BI'm interested to see like now six months down the line, what does the store footprint look like?
Speaker BWhat, what are some of the technologies that they're having to invest in?
Speaker BBecause you know, they have more produce sections or more refrigeration sections because they have more of those high protein snacks and treats and beverages that, that have become more important to consumers.
Speaker BSo I'm really, I'm really looking now, you know, like really one year in.
Speaker BI'm curious to hear what some of these retailers and brands are saying about what's actually happening versus kind of what we anticipated were happening.
Speaker BSo that will be fun.
Speaker BWe'll keep everybody posted over the course of the next, the next few days.
Speaker AYeah, and my hunch, man, my hunch is it's not happening as quickly as we all think it is too, because a lot of that stuff takes a lot of capital.
Speaker AAnd you start talking about refrigeration and freezers and putting that in stores, it's, it's pretty intensive.
Speaker ASo we'll, we will see.
Speaker ABut all right, well, let's get to the headlines.
Speaker AAnd before we do that, I want to give a programming note for next week.
Speaker AAnn is on vacation next week and so my guest host is going to be Jen Hahn of the J Recruiting Services.
Speaker AJen is going to be our resident talent expert here.
Speaker AGoing forward, she's going to appear once a month as a guest host and she's even going to help us name this month's Omnistar.
Speaker ASo stick around, pay attention, keep your eye out for that.
Speaker AAll right, in today's Fast 5, we've got news on Kroger launching on Uber nationwide, Walmart taking its home business, upmarket fanatics and Gap both embarking on entertainment strategies.
Speaker AAnd we're going to ask who is wearing the strategy better.
Speaker AAnd simbi launching tally 4.0 with advanced physical AI.
Speaker ABut we begin today with what could be big news out of ChatGPT and.
Speaker BHeadline number one say it isn't so crisp, but ChatGPT actually has announced they are beginning to test ads.
Speaker BAccording to Marketing Dive, the ads will appear for logged in users on ChatGPT's free level as well as on ChatGPT Go, an $8 per month option that has been available in some markets and is now rolling out the US and other areas.
Speaker BChatGPT's Plus Pro, business and enterprise subscription levels will not carry ads.
Speaker BOpenAI said that it would implement several protections to assure users that the information they reveal would not be shared with advertisers and that what ChatGPT provides would be driven by what's objectively useful rather than advertising.
Speaker BChris, this is also the A and M Put yout on the Spot question and humble brag, I might add, by Chad Lusk to to note that after his appearance on the year end PO where he predicted this exact thing would happen, he wants to know in what might have been such an inevitable headline that it only took one month to manifest this 2026 prediction on the year end podcast.
Speaker BWhat are you most focused on in terms of seeing how things play out with ad testing on ChatGPT.
Speaker AWow, man, I keep getting all these and I put you on the spot questions right up front at the show when it's like 7:30am in the morning here in San Diego at the Gaylord Pacific Resort and Hotel with the worst coffee in the world.
Speaker AWith that said, I think my answer to that question is I'm actually not at all concerned with what the article says about people worrying about like, you know, them being served up ads.
Speaker AI mean, do people really care about that?
Speaker AI mean I'm served up advertising all the time.
Speaker AI'm walking up the escalator here at the conference and there's ads for Coca Cola.
Speaker ASo like I'm used to that.
Speaker ASo I think that's just a bunch of malarkey.
Speaker AI think the big question is what is, what is the UI here?
Speaker AYou know, like what is the user interface?
Speaker AHow much do people like it?
Speaker ADoes it get people the product?
Speaker AAnd then what happens when people click on the product and how easy is it to buy and all that kind of thing.
Speaker AThat's, that's going to be where the rubber meets the road in terms of the search engine battle here for what we're talking about.
Speaker ABut I think the more important angle to this story is kind of what Chad alludes to in his question, which is this happened a lot quicker than I think even Mr. Lusk, you know, in the year end show predicted.
Speaker AAnd for that reason it reeks of desperation to me.
Speaker AI don't understand why you'd muddy the water so much when you have a product that people are so happy using right now.
Speaker AAnd the answer, I don't know, is the answer.
Speaker AMoney.
Speaker AEverything in life always comes down to money, doesn't it?
Speaker AAnd so like it could be the trillion dollars that, you know, ChatGPT or OpenAI needs to make the investments necessary to remain competitive against Google.
Speaker AThat's probably what it is.
Speaker AThat's what the article postulates.
Speaker AI probably agree with that, but, but let's not forget too that there are still so many other use cases for generative AI and we haven't even touched on the agentic commerce side of this conversation yet.
Speaker ASo the battle is going to rage on.
Speaker ABut wow, it is really interesting to see OpenAI going to advertising this quickly.
Speaker BI'm actually not that surprised.
Speaker BI mean, I think when you saw Sam Altman put out a red alert when Google launched Gemini, their latest Gemini, a few months before the end of the year, a few weeks even before the end of the year, I think we all saw the writing on the wall and we knew they're burning cash and they need to figure out a way to make money.
Speaker BAnd I don't actually have a problem with it, especially with how they're doing it based on the tiered subscriptions that you have.
Speaker BI think as consumers we're used to this with, you know, everything from Hulu to Spotify to all our other subscription services.
Speaker BI mean, you got to pay if you want to get some value out of things and if you're not going to pay the full amount, then you're going to have ads like Google's likely going to continue to do this as well.
Speaker BThey are working hard to make sure that they're, you know, securely and without divulging any information about the consumers allegedly here.
Speaker BThey are making sure that they're giving me personalized ads.
Speaker BAnd I just, I don't think it's going to be as big of a deal as, you know, the media and I think that people are making it out to be.
Speaker BYes, it was started in one way and we thought it was going to continue as the Internet for all or, you know, this, this platform that was meant to do good, but at the end of the day it is about money and pay for what the real value is for the service that you're getting.
Speaker BAnd this is a way to do that.
Speaker BSo I think this is not at all surprising to me.
Speaker BChad's prediction was right on.
Speaker BAnd yeah, I think we'll continue to see people use the platform and really not, not be bothered by this or just come to expect it.
Speaker ASo if you go back to Adam's question though, like what, what would you be most focused on in terms of seeing how things play out with, you know, ad testing on chat GPT what are you most, what are you most curious to see how they do or what they do or what the implications are?
Speaker ALong run?
Speaker BI guess I'm curious to see what, what customer engagement is and if they actually see value from it, because I think they might.
Speaker BI mean, I think getting a sponsored ad when you're at the product, it's kind of the equivalent to me of, of like a shelf talker on a, on a shelf, you know, when you're looking at 15 different cans of soup and which one you're going to buy?
Speaker BIf I've, if I'm looking at the same product and my search is across the board but there's a five dollar off thing for the Walmart.
Speaker BIf I buy the product at Walmart, I'm gonna buy it there because I Don't care where I'm getting that product from once I've determined what the product is.
Speaker BSo I'm actually curious to see what, what volume they get and what kind of engagement they get with with some of these personalized ads.
Speaker ARight, that makes sense.
Speaker ASo you were, you were very big on Google's announcement last week.
Speaker ADo you think this scares Google at all to any greater degree?
Speaker AAre you still pretty bullish on Google, relatively speaking, given that, you know, Chat GPT?
Speaker BI still think, I still think Google's the.
Speaker BI, I still think Google's in a, in a good position here.
Speaker BThis helps.
Speaker BBut Google's been using funds for that.
Speaker BThey've.
Speaker AGoogle's been doing this forever, search forever.
Speaker BSo I don't think that this really challenges them.
Speaker BIt might keep Chat GPT afloat for a little bit longer as a stronger competitor, but I don't, I wouldn't be that concerned about it if I'm Google.
Speaker BI think ChatGPT and OpenAI are really the ones that are trying to make up ground here.
Speaker AYeah.
Speaker AThe only other thing I can think about too is like the brand side of this.
Speaker AYou know, we're at the FMI conference and we know that these searches convert higher.
Speaker ARight.
Speaker AWe've been seeing that throughout the data over the last six months.
Speaker ASo my question would be too, like, how do the brands respond to this?
Speaker AAnd do they.
Speaker AI bet they jump into this with Chat GPT to see if they can convert higher.
Speaker ABut again, it's going to depend on the ultimate user experience and where those products land on, on those recommendations.
Speaker BSo.
Speaker AWow, fascinating topic.
Speaker AAll right, second headline today.
Speaker AKroger has launched fast, convenient delivery through Uber's apps nationwide, making nearly 2,700 stores available on Uber Eats, Uber and Postmates.
Speaker AGod.
Speaker ARemember Postmates, Ann.
Speaker AJeez, it's been a long time since they came up.
Speaker AAccording to a joint press release, customers can now shop from Kroger banners including Ralph's, Fred Meyer, King Soopers, Smiths, Fry's, Harris Teeter and Mariano's with on demand and same day delivery.
Speaker ATo mark the launch, Uber is offering customers discounts of up to 50% off their first order.
Speaker AUber One members will receive $0 delivery fees on eligible orders.
Speaker AKroger already expanded its partnership with DoorDash to 2,700 stores nationwide last fall and has offered delivery through Instacart for several years, showing the grocer is aggressively pursuing all delivery channels.
Speaker AThis also intensifies competition among major grocery delivery platforms and comps as Kroger looks to expand its digital footprint while food prices remain the most frequently cited source of stress for consumers.
Speaker AAnd does Kroger need both Doordash and Uber?
Speaker AHow do you think about that?
Speaker BYeah, I don't see why they wouldn't be on every platform possible, especially with the changes that they've been making with Ocado and their, their distribution centers with them.
Speaker BI think, you know, look, it gets people access to groceries and to food delivery and to essentials delivery there.
Speaker BIt's, it's really just beefing up the Uber platform.
Speaker BIt's a reason for me as a consumer to join Uber.
Speaker BNow what I think is going to be interesting about this is what kind of adoption they're seeing.
Speaker BDo they start to see beyond fill in trips like are, are people going to the, to their Uber platform to do full on grocery orders and is this something that makes sense for, for Kroger to keep in operations and have to manage having multiple delivery drivers working with them?
Speaker BBut I, I do think it's valuable and it's certainly worth the test.
Speaker BThis is something they could turn off at any given time if it's too complicated or not working.
Speaker BAnd I also like that it opens up Kroger to a larger pool of drivers that are on the Uber app because you're not just limited to the one company that you have contracted with if somebody wants to get groceries delivered.
Speaker BI mean I have uber, I have DoorDash, I have all the apps.
Speaker BIf I can't get it on one, I'm going to the next one.
Speaker BSo I think as that becomes, I think an increasing problem for a lot of retailers who are, you know, just using, you know, Target, just using Shipt or you know, Walmart, just using their own third party, you know, white label drivers that, that causes some potential friction if you can't find those drivers.
Speaker BAnd now I think Kroger's got, you know, any Uber driver can take any order at this point in time and that's giving them the most flexibility.
Speaker BSo I think it's a really smart move from, from Kroger and shows that they're going to experiment across the board.
Speaker BBut what do you, would you, what would you recommend for Kroger to be doing when they're kind of evaluating this situation in the post ocado world?
Speaker AYeah, I mean I, I think I, I think I agree with you in, in the short term.
Speaker AI think I agree with you in the short term.
Speaker AI mean I think it's a smart short term Play.
Speaker AIn reality, 100% you could be on as many of them as you want.
Speaker AI want to be careful how I say this.
Speaker AI mean, who gives a shipped and shipped with a with a T or actually with a P?
Speaker AWith a P. Because like, you know, be on ship too if you want.
Speaker ALike I don't care.
Speaker AOr be on any other random1 Beyond GoPuff.
Speaker AWho cares?
Speaker AYou know, like at the end of the day you're just putting your products on more marketplaces for you to sell.
Speaker ASo I don't see, you know, if you're on one, you might as well be on them all in a lot of ways.
Speaker AI mean, I don't really see the downside.
Speaker AAnd I get why they're doing it because they're still feeling the sting of the Ocado announcement.
Speaker AAnd for that reason it's this safe move.
Speaker ANo, and here's the other thing that someone said to me at nrf.
Speaker ANo one is going to lose their job over expanding third party delivery, but they are going to lose their job for deploying billions of dollars in capital and failing like they potentially did with Ocado.
Speaker ABut long term, Walmart.
Speaker AHere's the thing though.
Speaker ALong term, this is still a road to nowhere because Walmart and Amazon will beat them and are already beating this strategy.
Speaker AAnd Kroger is eventually going to get squeezed if it doesn't evolve.
Speaker AAnd I plan to ask Richard McKenzie of the Lockdown that exact question when I have him on Confessions of a Supply Chain podcast with me next month is like, you know, how should people like Kroger, the regional grocers, be thinking about this when Amazon and Walmart are going directly at them through their own means?
Speaker ASo that's the fascinating question to me.
Speaker BAll right, well, I'm excited to hear what Valak has to say.
Speaker BThey are the only ones doing this profitably, so they should have a good perspective on the best route to online grocery delivery.
Speaker BLet's move on to headline number three.
Speaker BWalmart is leaning into trendier, more upscale home goods as part of its push to attract more high income shoppers and better compete with Amazon.
Speaker BAccording to the Wall Street Journal, items now include an ochre velvet swivel chair for $238, a 1600 dollar DeLonghi espresso machine and a $79 lavender crockpot showing Walmart's move up the value chain.
Speaker BApparently, apparently that's all it takes to move up the value chain isn't ochre velvet swivel chair.
Speaker BAmazon's share of the U.S. furniture and home furnishings market hit 20% as of last fall.
Speaker BMore than double its 9% share in 2019.
Speaker BWalmart's share fell to 7%, down from 9.3% in the same period.
Speaker BWalmart has been revamping its home goods since identifying it as an area for improvement nearly a decade ago, bringing in brands like Yankee Candle, Nespresso and Drew Barrymore's Beautiful line.
Speaker BThe retailer's internal research shows shoppers equate stylish designs with better quality.
Speaker BAnd the strategy aims to, quote, democratize style, end quote, while improving margins beyond its tight margin grocery business.
Speaker BChris, do you think consumers will shop Walmart for high end espresso machines, ochre swivel chairs and lavender crock pots?
Speaker AYeah, believe it or not, I actually do.
Speaker AAnd actually when you read the statistics like that, it actually makes me go, jesus, I'd love a chance to run the home furnishings business at Walmart like I did for Target.
Speaker ALike there's a lot, lot happening here.
Speaker ASo you know, we said at the beginning that, you know, everything always comes down to money.
Speaker AWell, the sibling of that is everything always comes down to price.
Speaker AAnd an E commerce and home is a search game.
Speaker AI know that firsthand, the best price always wins out.
Speaker AAnd I can remember fighting perceptions like this like the article describes when I was running home furnishings for Target.com, and people thought I was nuts for selling $5,000 sofas via Drop ship.
Speaker ABut then you know what, we sold one and then we sold more and more and more and more and by the time, at that time we were winning because, because of the Target brand and what it represented to people and the extra 5% off you got from red card savings.
Speaker ASo there was a huge value play.
Speaker AAnd so Walmart can do the very same thing with Walmart plus but now also with 2026 E commerce principles at its back, particularly with its incredible available to promise shipping speeds and capabilities.
Speaker ASo yes, yes, 100%.
Speaker AThis is all just low hanging fruit in my mind for Walmart.
Speaker AAnd they're smart to go after it, particularly when you cite those share numbers that you just did.
Speaker BYeah, I mean I think it goes back to what we were talking about at the beginning of the show.
Speaker BChris, with ChatGPT, people are using these search engines to get information about products to figure out what's going to fit in their house.
Speaker BI mean, do customers care at the end of the day, whatever Chat, GPT or Gemini spit out about the espresso machine, do they care where they buy it from?
Speaker BNo, it's coming down to where can I get this the quickest or most Conveniently on my terms for the best price possible.
Speaker BAnd might they be surprised that Walmart is that location?
Speaker BPossibly.
Speaker BBut then you have to look at all the other things that come into play from buying something like this from Walmart too.
Speaker BYou have 4,000 locations across, so if something goes wrong you can return that simply.
Speaker BWhat does that look like for Amazon or Wayfair?
Speaker BNo, not good.
Speaker BNot a good experience.
Speaker BI'm waiting in line to do that.
Speaker BThey there's a lot more to this that I think Walmart stands to gain for little to no risk for them to start to carry out.
Speaker BAnd I think we're already starting to see customers getting more familiar with this with some of the partnerships that they did last year.
Speaker BThey announced last year with Rebag and StockX and other who knew categories.
Speaker BI mean their whole who Knew campaign was you can get a sauna from Walmart, who Knew.
Speaker BBut it works.
Speaker BAnd if it doesn't work, you have a lot of convenient options to remedy that.
Speaker BAnd so I think this is a brilliant move.
Speaker BAnd if I were Walmart, I'd continue to push this, especially as they have more and more high income consumers who are interested in the products that they have to have and especially in home and fashion categories.
Speaker BSo I think it's a really smart move.
Speaker AOh my God, you just gave me like Vietnam like flashbacks.
Speaker AAnd to my days at Target when I was like saying the exact same thing that you just said about returns and everything to the leadership in the board was being like, this is why we need to do this guys, because it, it makes sense strategically.
Speaker AAnd now here we are talking about it again.
Speaker AAnd you're right, like, I mean you've got the studies have already shown that people are using Walmart and Walmart plus to buy their groceries.
Speaker AWalmart's winning with the 100 plus 100,000 plus household income crowd.
Speaker ASo like, yeah, if they can find a, a cheaper option here, they're gonna do it like this.
Speaker AIt's just no brainer.
Speaker ASo, all right, headline number four.
Speaker AEntertainment is this week's buzzword or is it retailtainment?
Speaker AI can't wait to get producer Ella's take on this one because I have a feeling I know where she's going to go at the end of the show, but maybe she's going to throw me for a loop.
Speaker ABut Entertainment is the week's buzzword.
Speaker AWith Fanatics launching Fanatics Studio and Gapping creating a Chief Entertainment officer role.
Speaker AAccording to CNBC and PR Newswire, Fanatics launched a joint venture with OBB Media to create content at the intersection of sports and culture with projects including ESPN's SPS, a Tom Brady documentary.
Speaker AOh yeah, you know, I'm going to love that one.
Speaker AAnd partnerships with WWE, MLB and the 2028 Olympics.
Speaker AGap Inc. Also appointed Pam Kaufman, former president of Paramount's international markets and consumer products, as its first ever chief entertainment officer to lead its quote, fashionment strategy.
Speaker AGap Inc. Is also opening a Los Angeles office on Sunset Boulevard to embed itself in the entertainment ecosystem, building on partnerships like Gap's Better in Denim campaign with Cat's Eye and Old Navy's Disney collaboration and Crystal Ball Time.
Speaker AIf you look into the future, who will wear its entertainment strategy better?
Speaker AFanatics or Gap?
Speaker BI think this is a really easy question.
Speaker BI mean it's fanatics, it's sports, this is America.
Speaker BThey have the flywheel.
Speaker BI mean sports might be the only thing left to unite us as a people anymore.
Speaker BSo I think that Fanatics has the best, best, the best forecast for this.
Speaker BAnd especially if you, I think if you look at like just all the success that even independent sports creators have had on, on their own platforms.
Speaker BLook at Barstool Sports for example.
Speaker BLike it doesn't take much to be successful when sports is your groundwork, is the, the groundwork that you're working off of.
Speaker BSo I, yeah, I think that that goes without saying.
Speaker BI'm a little surprised it took them this long to do that.
Speaker BBut I have no doubt that they will figure out how to create just as quality of content and be more flexible.
Speaker BThey're not working like backward like ESPN is or some of the other sports networks to try to move into a new way of creating entertainment.
Speaker BThey're starting with a clean slate with brand new consumers across multiple demographics because of all the other sports betting that they have the, you know, the apparel, they have data from what people are buying.
Speaker BLike they are just in a perfect position to make this work.
Speaker BNow the only thing I will say, Gap obviously is in a totally different spot.
Speaker BI think you really have to look at them differently.
Speaker BI don't think that you can compare.
Speaker BI'm not surprised to see them taking a page out of the Mattel book with Richard Dixon still at the helm.
Speaker BBut I think that this is, this is going to be a valuable role for Gap.
Speaker BBut I think it's actually just this generation or this era's creative director when it comes to marketing.
Speaker BI don't think this is going to be like we're going to be, be seeing full on episodes that are, you know, inspired by you know, Gap apparel or a sweatshirt or something.
Speaker BThe way that Fanatics, I think can do this, I think it's really going to be about, you know, how are they getting Cat's Eye in to create unique content in this studio?
Speaker BI think it's just going to be like a new, a new photo studio or a new creative studio that Gap is using to create some of their own organic content that will help drive marketing traffic to the brand.
Speaker BSo I, I don't think that they're the same thing, but if I have to pick a winner, it's 100 fanatics.
Speaker AOh, 100 it's fanatics.
Speaker A100 it's fanatics.
Speaker AI mean the tie ins are endless sports.
Speaker AYou even mentioned the memorabilia side of this too, which is a play that Fanatics is all in on.
Speaker BSo.
Speaker ABut yeah, and, and, and gap, like I, I 100 agree, but I want to ask you a question too because like I, it feels like I had success with Barbie and I'm going to replicate that kind of thing with Gap.
Speaker ABut like, do you need a whole LA division on Sunset Boulevard to do this?
Speaker AAnd like that seems like a gigantic waste of capital to me because I'm with you.
Speaker AIt just seems like, you know, even the cited examples in the press release, those are just garden variety marketing.
Speaker ASo I'm not seeing how an entertainment office on Sunset Boulevard is necessarily gonna soup that up in a way that's gonna pay back with ROI over the time.
Speaker AIt just seems super expensive.
Speaker BYeah, I, I think it's be, I, I would say, you know, do brands have their own photo studios and video studios to save money on fees that they're paying?
Speaker BAbsolutely.
Speaker BSo if they got a smoking deal in la where all of the talent is that they're going to want to do collaborations with instead of, you know, expecting people to fly through to San Francisco like that, that it just, again, it's marketing.
Speaker BIt's not about a content studio.
Speaker BAnd like massive, you know, Paramount Productions, this is about how they're thinking about.
Speaker BWe had success with Cat's Eye, we had success with this choir.
Speaker BNow what can we do?
Speaker BWe can have it in LA and we can shoot it all ourselves on our property without having to hire other people.
Speaker BLike this is just making their marketing better.
Speaker BAnd so I don't hate it.
Speaker BI think it's just how it's being, it's.
Speaker BI think they're trying to capture this like chief storyteller role.
Speaker BThis, you know, this director, this fashion tainment thing.
Speaker BLike they're trying to gather PR for That, but I don't think that's what this ultimately is about.
Speaker AThat's interesting too.
Speaker ALike, you know, I keep going.
Speaker AI actually, actually I texted our buddy Simeon Seagull the other day when I was at NRF and I said to him, what was the number you said?
Speaker ARemember when he, we interviewed him and he said there's, there's a number that, you know, that specialty retailers just can't get above.
Speaker AAnd he said it's like 3 billion to $4 billion.
Speaker AAnd like that's when I started thinking about these strategies where I'm like, these strategies, they only work for a time when you leverage the marketing up because you're just the payroll.
Speaker ARetails are just simply shifting the share amongst themselves each and every year based on what the trends are.
Speaker AAnd so yeah, I mean I can buy into what you're saying, but like at the end of the day, like, I don't know, it's just, it's not going to move, it's not going to move the needle long term from a differentiation perspective.
Speaker ABut who knows?
Speaker BYeah.
Speaker AWow.
Speaker BAll right, let's go on to headline number five.
Speaker BSimbi has unveiled tally 4.0, the most advanced generation of its autonomous shelf scanning robot.
Speaker BFeaturing major upgrades in AI runtime and vision capabilities.
Speaker BSimbi, as we mentioned, also one of the sponsors of our coverage for FMI today.
Speaker BSo we'll be hearing more I'm sure on this from the Siby team later.
Speaker BAll right, so according to the Packer, this is an actual news outlet covering grocery.
Speaker BThat's the Packer.
Speaker BLike the football team, but one member of the football team.
Speaker AYeah, right.
Speaker BAll right.
Speaker BTally 4.0 introduces up to 12 hours of runtime, ultra high resolution cameras, extended expanded 3D and 360 degree coverage, and Nvidia's full stack AI infrastructure platform.
Speaker BThe robot can now scan hard to reach areas like top stock, upper steel, produce aisles, coolers, freezers, hooks and now bunkers, providing retailers with real time data on what's in stock pricing and product placement.
Speaker BSimbis says tally 4.0 delivers the foundational data layer for physical stores, connecting shelf conditions to decisions around availability, pricing, planogram compliance, forecasting and omnichannel fulfillment.
Speaker BThe platform will be available to Simbi customers starting mid-2026, marking a decade since Tally 1.0 debuted as the world's first autonomous shelf scanning robot.
Speaker BWith Brad Begolia and his co founders in China with their first prototype, which is one of the best photos you've ever seen, go to the Simbi website.
Speaker BI Think they have it posted there, but they've come a long way.
Speaker BChris, are you buying or selling Tally's 4.0 upgrades?
Speaker AYeah, this is not going to surprise anyone, but I'm 100% buying this and I'm not buying it.
Speaker AAnd just because, as you alluded to correctly at the outset, because we're here at this FMI conference, about to do a ton of interviews with retailers via Simbi sponsorship of us.
Speaker ABut I, as I've said before a thousand times on this show, I'm all in on robots.
Speaker AIt's the, it's the quickest, fastest way to the idea of a connected store.
Speaker AAnd here's the cool thing about this announcement.
Speaker AThe addition of produce and freezers into the arsenal, along with the other capabilities you mentioned, you mentioned, excuse me, means the tech is almost, almost at the level, if not already there, at full store coverage, which is, is just enormous.
Speaker AAs you think about this from a retail operator, meaning store employees.
Speaker AHere's what I'm going to say to everyone listening.
Speaker AStore employees never have to scan out incorrectly ever again because a robot can do it the same way every day.
Speaker AI said 2025 was the year of the robot and it was.
Speaker ASo now my prediction is look for even bigger announcements from Simbi and In Store robotics in general in 2026.
Speaker AAnd so, yeah, 4.0.
Speaker AYep, all in.
Speaker BIt's not a surprise that, that I'm in agreement.
Speaker BI think you have the full stack now of offering when it comes to in store robot, an in store robot like Tally 4.0.
Speaker BThat eliminates some of the concerns that I think retailers may have had before where it's not doing the full store coverage.
Speaker BI think now that you have especially areas like produce that have the lowest margins, the highest spoilage of any other products in the store.
Speaker BNow that those are included in this, I think it makes the return on investment pretty undeniable from the perspective of a grocery retailer.
Speaker BSo I think that in conjunction with longer battery life, higher resolution and 3D image capturing across, you know, up in the stacks like we heard, gives it more applicability across the types of retailers too, that it can be in.
Speaker BSo to me, this is just onward and upward for Simbi and for In Store Robotics.
Speaker BAll right, Chris, let's go on to the lightning round.
Speaker BQuestion number one.
Speaker BTactile activities ranging from writing letters and typewriter clubs to TikTok communities showcasing calligraphy skills and wax seals are giving retro writing instruments a resurgence.
Speaker BChris, when was the last time you penned a letter?
Speaker AOh man.
Speaker BOr typed I guess I mean like.
Speaker ANo, like pen a letter.
Speaker ALike wrote a letter.
Speaker AYeah, no, this is a great story.
Speaker AI don't know if I told you this story.
Speaker AI probably have, but produce.
Speaker AElla is probably going to want to ask me some follow up questions on this one too.
Speaker ABut I remember it vividly.
Speaker AAnd the last letter I ever wrote, it was summer 1995.
Speaker AI was abroad in a study abroad in Spain.
Speaker AAnd I wrote said letter to a girl that I asked out in my high school graduation speech in front of everyone.
Speaker AHer name was Carrie Culac 2Ks.
Speaker AAs you know, I'm a big fan of alliteration.
Speaker ABut sadly, sadly, there was, there was no spark.
Speaker AThere was no spark.
Speaker AGot home, never worked out.
Speaker BBecause you asked her out in front of your entire graduating class.
Speaker BShocker.
Speaker BThat's like, no, no, no.
Speaker BNo embarrassment there or having to expose your.
Speaker AOh, it's so great.
Speaker AIt's so great.
Speaker AI came, I get, you know, everyone's milling around.
Speaker AWe're at the stadium, everyone's there.
Speaker AThe, you know, everyone's like after the ceremony, everyone's like on the field, they're, you know, high five and hugging each other.
Speaker AAnd her mom comes up to me, she's like, like, you can date my daughter anytime, Chris.
Speaker AAnd I was like, okay, sweet.
Speaker AAnd yeah, it didn't work out.
Speaker AMakes for a great story though.
Speaker ABut yeah, it was, it was.
Speaker ABut yeah, that was the last letter I ever wrote.
Speaker AAnd not surprisingly, unrequited love stories.
Speaker AAll right, number two, Brooklyn Beckham said Victoria Beckham, AKA Posh Spice, quote, hijacked his first dance at his wedding.
Speaker AWhoa.
Speaker AWhich was in front of 500 guests at their Palm Beach, Florida nuptials in 2022.
Speaker AHe said Mark Anthony called him to the stage at the time when he was scheduled to dance with his wife.
Speaker AAnd instead Victorio was waiting for him at the stage for a dance.
Speaker AHow upset would you be if your mother in law got the first dance?
Speaker BI don't know.
Speaker BI mean, I'm on my, I, I like it's my, gonna be my 10th anniversary this year and I, I think we, we were all about everybody dancing.
Speaker BLike, I think that, that there should not be like we should just do away with the first dance.
Speaker BSo I think everybody should be dancing at one time.
Speaker BI don't think it should be with a mother in law.
Speaker BI don't know that it should be with a couple, I think, or with a mother in this case.
Speaker BBut I, I think like, let's just get do away with first dance.
Speaker BEverybody jump in Just get the party going right away.
Speaker BIt's like when you sit and people sing Happy birthday to you, and you just have to look at them and the candles, like, it's just awkward.
Speaker BWhy are we doing that?
Speaker BLet's just get everybody going.
Speaker BStop making people sit around and stare at you and just get out on the dance floor.
Speaker BVictoria, Brooklyn, the wife.
Speaker BEverybody get out there and party.
Speaker BThat's my.
Speaker BThat's my thought.
Speaker ABut what if you were in this situation?
Speaker ALike, you thought you were getting the first dance with your husband, and then the mom sweeps in to take it?
Speaker AThat would kind of piss you off, wouldn't it?
Speaker BI don't know.
Speaker BI think it'd be.
Speaker BI think she's showing who she is, so I don't think I need to do anything.
Speaker BI think people show who they are on their own.
Speaker BAnd if she did that, that.
Speaker BGo ahead.
Speaker BYou can.
Speaker BYou can go.
Speaker BVictoria, you just.
Speaker BYou want it to be about you, go for it.
Speaker BI will.
Speaker BI think everybody, and clearly the media is feeling the same way, too, in response to this story.
Speaker AProbably nobody's surprised that she did that, actually.
Speaker AYeah, right.
Speaker AOkay.
Speaker BAll right.
Speaker BItalian fashion designer Valentino died at age 933 this past week.
Speaker BIf your wardrobe, Chris, was outfitted in one designer brand, which one would you choose?
Speaker ADoes Hugo Boss count?
Speaker AI think it does, right?
Speaker BYeah.
Speaker AYeah, I think I picked that.
Speaker AI was talking.
Speaker AWho was I talking to last week at nrf?
Speaker AThey said Hugo Boss fits them.
Speaker AI was like, yeah, it does.
Speaker AMe too.
Speaker AI think I need to give them another try.
Speaker ASo, yeah, that would be my answer.
Speaker AAll right, and last one.
Speaker AMagic Mike live is coming to Broadway, courtesy of Channing Tatum.
Speaker ADo you already have tickets for 2027 NRF?
Speaker ALike, what are you thinking?
Speaker AMagic Mike Live?
Speaker AIs that gonna hit your.
Speaker AIs that gonna hit your travel itinerary next year?
Speaker BI don't understand how they're making this a Broadway play.
Speaker ALike, oh, you don't.
Speaker BIs it.
Speaker BNo.
Speaker BLike, it.
Speaker BIs it Magic Mike?
Speaker BLike, is it the Vegas show?
Speaker BIs it the movie version?
Speaker BLike, I don't know.
Speaker BThis is one that.
Speaker BI mean, I've got five or six Broadway shows ahead of this one, I think.
Speaker BThink that I'd like to see before Magic Mike takes the stage on Broadway.
Speaker BJust.
Speaker BI don't know.
Speaker BYou're talking about moves of desperation in the earlier.
Speaker BAbout chatgpt and OpenAI.
Speaker BI think this is a move of desperation for Broadway, especially if it's just the Magic Mike version.
Speaker AThat's like the Vegas show, Magic Mike Live.
Speaker AAll right.
Speaker AI have so many questions for producer Ella on this show.
Speaker AOh, my God.
Speaker ALf.
Speaker ABe ready.
Speaker AAll right, today's podcast was of course, produced by producer Ella, Ella Sirjord.
Speaker AElla, come on in here and tell us first.
Speaker AFirst tell us which headline won the show for you, and then I'm gonna do some follow up questions for you.
Speaker CWell, Chris, I actually have so many questions for you about.
Speaker CI bet you lightning round question, but I think to shock you, I'm gonna lean towards Walmart picking trendy products.
Speaker BWow.
Speaker AOkay, go for it.
Speaker AYeah, let's do it.
Speaker CYesterday I was at Walmart shopping for groceries, and I found myself, per usual, like, in the home decor in, you know, just wandering around the planters.
Speaker CYou guys, it is like anthropology in there.
Speaker CI'm not kidding.
Speaker CLike, the patterns, the textures, so good.
Speaker CAnd I mean, who doesn't love accessibility?
Speaker CLike, if I can go get my groceries and then also get, like my dream espresso machine obsessed with it.
Speaker BYeah.
Speaker AAll right, so you're.
Speaker ASo you're all in on that strategy too, especially online, right?
Speaker ALike online for sure.
Speaker A100%.
Speaker C1,000%.
Speaker AAll right, so, okay, so where do you fall.
Speaker ATwo questions.
Speaker AWhere do you fall on Magic Mike Live?
Speaker AAnd then where do you fall on the mother in law question?
Speaker ABecause you're recently engaged, so I'm curious, like, how do you think about that?
Speaker CThe Magic Mike Live is very terrifying to me.
Speaker CI'm not going to that.
Speaker CAbsolutely not.
Speaker CAnd to the mother in law question, you know, I have a soft spot for first dances, so I think, I mean, Ann, I understand getting the party started and, like, just like jumping in, but I think I would want my solo dance.
Speaker CNo.
Speaker CNo mother in law involved.
Speaker AYeah, me too.
Speaker AYou said you have questions for me.
Speaker AWhat are your questions for me?
Speaker CThe speech and asking that girl out in front of everyone.
Speaker CChris, I want to know what was going through your head.
Speaker CI feel like that's like my biggest nightmare.
Speaker BHad you ever talked to her?
Speaker AOh, yeah.
Speaker AI'd actually been flirting with her pretty heavily for the previous two or three weeks before the speech even.
Speaker AAnd, well, the.
Speaker AThe gist of the backstory of the speech was I did this speech where I said, like, I just did this list of all the things I wanted to remember about high school.
Speaker AAnd so I listed, like, a bunch of people's names.
Speaker AAnd.
Speaker AAnd then, like, so we got this one part, and there was one part in the speech.
Speaker AI remember Jenny Dorsett was her name.
Speaker AAnd I said, I'll never forget the look on every guy's face whenever Jenny Dorsett would walk by.
Speaker AThat look of God, what I wouldn't give to date her.
Speaker ASo I said that.
Speaker AAnd then I said, but for me, I'll never forget the look on my face whenever I saw Kerry Culac.
Speaker AThe look of God, what I wouldn't give to date her.
Speaker AAnd so that's how I set it up.
Speaker AAnd, and the speech actually killed it.
Speaker ALike, my brother, who was like 10 years younger than me, he said like when he was doing.
Speaker AWhen he was a senior, like, the, the, the teacher, like, gave them like an example of a great graduation speech and they pulled out mine.
Speaker AAnd so he's like, oh, my God, they talked about your graduation speech like 10 years later.
Speaker ASo.
Speaker ASo, yeah, so it wasn't as bad as it sounds.
Speaker AIt wasn't as surprising as it sounds.
Speaker AAnd actually, and actually we did kind of like each other too.
Speaker AWe tried to make a spark, but just didn't happen.
Speaker AAnd so now we see each other at the reunion and, and it's always a fun time where we always slag each other off about it.
Speaker ABut that's kind of the story there.
Speaker AElla.
Speaker BYeah.
Speaker CAt least it wasn't a complete surprise to her.
Speaker CLike, I'm, I'm happy you guys flirted Prior.
Speaker CAnd it wasn't just like, hey, by the way, that's.
Speaker CThat's where my concern came about.
Speaker CBut y.
Speaker AThat the psycho with the binoculars up in the tree like George McFly and back to the Future.
Speaker AYeah, no, definitely not that.
Speaker ADefinitely not that.
Speaker AAll right, on that note, the psycho with the binoculars.
Speaker AHappy birthday today to Anne's favorite yellow Estonian.
Speaker AAnne.
Speaker AYes.
Speaker ADid you know it's Luke Grimes birthday today?
Speaker AAnne, how you celebrating?
Speaker BI don't know who Luke Grimes is.
Speaker AHe's the guy you like on Yellowstone.
Speaker AThe younger brother.
Speaker AThe.
Speaker AThe Horsemen.
Speaker AThe Horsemen.
Speaker AThey're all Horsemen.
Speaker BI don't know.
Speaker AAnyway, Geena Davis.
Speaker AAnd to the star of my favorite 1970s basketball movie, the one and only star of one on one, Robbie Benson.
Speaker AAnd remember, if you can only read or listen to one retail blog in the business, make it Omnitok, the only retail media outlet run by two former executives from a current top 10 US retailer.
Speaker AOur Fast Five podcast is the quickest, fastest rundown of all the weeks top news.
Speaker AAnd our daily newsletter, the Retail Daily Minute, tells you all you need to know each day to stay on top of your game as a retail executive and also regularly feature special content that is exclusive to us that Ann and I take a lot of pride in doing just for you.
Speaker AI'm not going to get through this after that horse rain joke.
Speaker AThanks as always for listening in.
Speaker APlease remember to like and leave us a review wherever you happen to listen to your podcast or on YouTube.
Speaker AYou can follow us today by simply going to YouTube.com so until next week, on behalf of all of us here at Omnitok Retail, on behalf of Anne, myself, producer Ella, be careful out there.