The We May Not Be Ready For It New Normal Of Layoffs, RFID & AI Glasses | Fast Five
In this week’s Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, Chris and Anne discussed:
- Amazon and Target’s major layoffs affecting thousands of corporate employees (Source)
- DoorDash launching an Emergency Food Response program for SNAP recipients (Source)
- Walmart and Avery Dennison partnering to track fresh food with breakthrough RFID technology (Source)
- Lululemon venturing into its first licensing deal with the NFL (Source)
- Amazon unveiling smart glasses for its delivery drivers (Source)
And AWS’s Daniele Stroppa also dropped by to help us hand out this month’s Retail Tech Startup of the Month award.
There’s all that, plus Stranger Things movie theater premieres, Target’s weirdly hot Santa returning for year two, and whether Red Bull really gives you wings.
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#RetailNews #AmazonLayoffs #TargetLayoffs #DoorDash #WalmartRFID #LululemonNFL #AmazonAIGlasses #RetailPodcast #OmniTalk #RetailTech #RetailInnovation
00:00 - Untitled
00:28 - Unlocking New Revenue Streams in Retail
02:20 - Halloween Preparations and Parenting Challenges
05:47 - The Impact of Recent Layoffs on Corporate Culture
16:13 - The Future of Retail Technology: RFID and AI Innovations
26:41 - Lululemon and the NFL: A Controversial Partnership
32:09 - Amazon's AI Smart Glasses: A New Era for Delivery Drivers
39:22 - Lululemon and NFL Licensing
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 AOcampo 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 hello, you are listening 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 AThe 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 AAnd the Fast 5 is just one of the many great podcasts you can find from the Omnitalk 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 AIt's October 29, 2025.
Speaker AI'm one of your hosts, Anne Bazinga.
Speaker BAnd I'm one of your other hosts, Chris Walton.
Speaker AAnd we are here once again to discuss all the top headlines from the past week making waves in the world of omnichannel retailing.
Speaker AAnd Chris, it's almost Halloween here upon us, which I know is one of your favorite seasons of all time.
Speaker AWhat are you dressing up as this weekend?
Speaker BYeah, it's actually funny.
Speaker BLike, I actually don't like Halloween that much.
Speaker BI think we've talked about that on the show.
Speaker BLike, but I do.
Speaker BI do like dressing up.
Speaker BSo I'm gonna dress up as Dart.
Speaker BI'm gonna go back to Darth Vader.
Speaker BI haven't put the Darth Vader costume on in quite a while, and so I'm gonna.
Speaker BI'm gonna be donning that.
Speaker BWe're having a little Halloween party with the kiddos and their families and friends, and my wife's getting all into that.
Speaker BShe's making mummy hot dogs and crazy, like, pizza names, which I don't even know.
Speaker BBut.
Speaker BBut what are you doing?
Speaker BYou got.
Speaker BYou got some things going on in your household, right?
Speaker BDon't you have your.
Speaker BYour son's first official Halloween high school party?
Speaker BHow's it.
Speaker AHow's that making you feel?
Speaker AIt's.
Speaker AIt's not.
Speaker AI. I am very confused.
Speaker ASo if any parents have advice out there.
Speaker AI don't know, like, it didn't even dawn on me that we haven't established a curfew.
Speaker AThis is how transportation.
Speaker ALike, I don't want to stay up until midnight to pick him up from a party.
Speaker AI don't want to send him in an Uber.
Speaker AI don't know.
Speaker AI'm just very.
Speaker AThere's a lot of logistics, planning that was much more involved this Halloween than was prepared for.
Speaker AI will say that much.
Speaker ASo high school parents send me your advice.
Speaker AI will take it for forever.
Speaker AFor the next eight years.
Speaker BYeah, yeah.
Speaker ANo, that.
Speaker BThat.
Speaker BI'm a couple years off of that now.
Speaker BNow that you're saying I'm like, oh, my God, yeah, I have to stay up till midnight to go pick up the kids from parties now.
Speaker BYou know, that's what our parents did, you know, back in the day, or they.
Speaker BOr they got a ride with friends home, you know, but, yeah, that happened a lot.
Speaker BThat's crazy.
Speaker BWow.
Speaker ANot too keen.
Speaker AYeah.
Speaker ANot too keen on the.
Speaker AThe friend's brother, sister, friend of a friend yet.
Speaker AThat I don't know.
Speaker AEspecially freshman year, because you don't know all the friends yet.
Speaker ADon't want them driving home on Halloween night.
Speaker AMy child, you know, at midnight just seems like, bad, bad idea.
Speaker ABut the other.
Speaker BAgain, the other image that comes in my head and is like, Teen Wolf when.
Speaker BWhen.
Speaker BWhen Michael J.
Speaker BFox goes into the closet with Booth.
Speaker BDo you remember that scene?
Speaker BLike, so you know what's going on at these Halloween high school parties?
Speaker BThat's the other question that I've got.
Speaker AI don't know.
Speaker BI guess we out, I guess.
Speaker AAnd they're not drinking.
Speaker AThey're not drinking, apparently.
Speaker ALike, that's not a thing.
Speaker ADrinking is not a drink for a lot of kids.
Speaker ANo, no.
Speaker BAt least that's what they tell me.
Speaker AI.
Speaker ASo I guess maybe like even that was a weird place to start.
Speaker ALike, he's probably like, you old lady, if we don't drink anymore in high school.
Speaker ALike, that was your old things that you crazy old people do.
Speaker ASo, yeah, I don't know.
Speaker AI don't know.
Speaker AI'll report back, though.
Speaker AI'll report back next week and let you know if we all survived this weekend.
Speaker BAll right, well, let's get to the headlines.
Speaker BAnd for all those with all those parents out there with kids, instead of five headlines today, we have six or seven highlight headlines.
Speaker BAnd you know that six or seven.
Speaker AJoke, oh my God, it's banned in our house.
Speaker AThat is banned.
Speaker BIt's driving me freaking crazy.
Speaker BBut anyway, we've got our usual five headlines.
Speaker BAnd in this week's Fast Five, we've got news on DoorDash's food emergency response program.
Speaker BWalmart and Avery Denison partnering to track fresh food.
Speaker BLululemon venturing into its first licensing deal ever with the NFL.
Speaker BAmazon unveiling smart glasses for its delivery drivers.
Speaker BAnd AWS's Danielle Estropa stops by once again to hand out this month's Retail Tech Startup of the Month award.
Speaker BBut we begin today with, you know what is quite frankly, very sad and somewhat distressing news on the layoff front this week.
Speaker BAnne?
Speaker AYes, for those of you who are somehow unaware of the news that we've talked, we've heard about the last several especially Amazon and Target have executed sizable layoffs.
Speaker AYesterday, chain Storage reported that Amazon eliminated approximately 14,000 of its roughly 350,000 person corporate workforce, the largest workforce reduction in Amazon company history, and in an effort to, quote, operate like the world's largest startup, end quote.
Speaker AMeanwhile, Target has also said that it planned to cut 1800 roles across the company, or roughly 8% of its corporate workforce, citing according to incoming CEO Michael Fidelke, quote, too many layers and overlapping work, slowing decisions, making it harder to bring ideas to life.
Speaker AEnd quote.
Speaker AChris, what words of wisdom do you have in the wake of all of this layoff news?
Speaker BWow.
Speaker BWell, it's hard to know where to start.
Speaker BI mean, first of all, you know my.
Speaker BI want to express my sympathy for anyone that was impacted and pretty much anyone at these companies, too.
Speaker BI think you have to Think about it in that way, too, you know, and the one thing I always think about, because I went through this in 2015, the last time Target had a really big layoff.
Speaker BAnd, you know, my boss at the time said, you know, for a lot of these people, for a lot of the workers, you know, at Target particularly, and, and, you know, I think this is true of any company, particularly if you work in a, in a, in a regional city like we do in Minneapolis.
Speaker BYou know, a lot of times it's like being asked to leave your church.
Speaker BAnd so it's, it can be very hard and very trying for a lot of people.
Speaker BSo my heart goes out to them.
Speaker BWhen I step back from it and try to make sense of it all, I think it brings up a lot of questions for me.
Speaker BIs it coincidental that these announcements happen on the same day?
Speaker BYeah, probably.
Speaker BBut could it be a sign that there's more to come throughout the industry, especially as you look at macroeconomics and the AI factors that are at play?
Speaker BYeah, potentially.
Speaker BI think that's the real reality here.
Speaker BAnd then the other point I'd bring up is it makes me look at how are these announcements communicated.
Speaker BAnd it's two very different approaches.
Speaker BAmazon being very transparent and saying AI is a factor.
Speaker BNot having worked there, I can't really comment on what that means for the culture there or how their employees are going to take it.
Speaker BBut I look at that in contrast to what Target CEO said and what you did.
Speaker BAnd the big question I have there is just now, how can you come out and say that when you were the CFO and the CEO who was in charge of basically financing and green lighting that organizational structure throughout the organization, and yet you and the former CEO are still around and still leading the company.
Speaker BSo that just doesn't ring true to me very well.
Speaker BAnd I wonder if the culture honestly can ever recover from that when you get down to it.
Speaker BBut I don't know.
Speaker BI hope he, I hope he takes feedback well and I hope he brings in some people then that can help him to rejuvenate the culture and can get the spirit of Target alive again.
Speaker BBut I think it's a.
Speaker BIt's going to be a.
Speaker BIt's going to be a tough road ahead, for sure.
Speaker AYeah.
Speaker AI mean, the first thing I would say is please reach out Target, Amazon people.
Speaker AWe are so fortunate one in being able to show you that there's, there's life after the corporate jobs, which I think you're hearing a lot right now, probably.
Speaker ABut this could really be the launch pad to something entirely new.
Speaker AAnd Amitak retail is 100% an example of that.
Speaker ABut also we've built this network and I'm so ready and here and willing to, to help however we can, you know, write a recommendation.
Speaker AWe've been fortunate to get to know so many of you.
Speaker ASo number one, that, that, that offer stands as long as you need it.
Speaker ASo please reach out.
Speaker AThe second thing that I'll say, Chris, I think in response to what you said is that I think that the real issue is likely that companies are still structured and roles still exist based on pre AI days.
Speaker AI don't know that we've seen a layoff like this in a long time and it's kind of, to me reminiscent of when E Commerce first came online.
Speaker AHowever, in the E Commerce days, that was like starting entirely new groups or, you know, kind of spreading people across.
Speaker ARight.
Speaker ASo I think that what we're really seeing and unfortunately is a reality of AI being so much a core component of how businesses are operating more efficiently.
Speaker AWe're going to see layoffs because there's the ability for automation to replace some jobs that humans were doing.
Speaker AMy hope is that we do start to see opportunities come from this too.
Speaker ABut it will require that, you know, some of us pick up and learn new things or take on, take on new types of roles.
Speaker ABut the, the, I think the most important thing for all those listening who are affected by these layoffs is that you still very much have, have core skills that you've developed that will help you hopefully be agile and learn how to work with big major retailers like targeted Amazon, and that there still will be a place for you.
Speaker ABut I think that to me is the biggest tell, is that, you know, where we have to restructure our businesses to include AI as a part of the workforce and hopefully things unfold that open up new opportunities for people.
Speaker BYeah, well said, well said.
Speaker BYes.
Speaker BAnd for everyone listening, yes.
Speaker BPlease reach out to Ann.
Speaker BPlease reach out to me.
Speaker BWe're here to help.
Speaker BYou know, that's partly why we started omnitalk was to help people stay informed of how the industry was changing and that so we could be a help, you know, in, in that regard.
Speaker BAnd my number one piece of advice, Ann too, whenever I meet with folks in this situation, and we've met you, and I've met with both of them a lot over the years, is like, you know, you know, make your next move where you're trying to move water, you know, you're going with the flow of Water, you know, don't try to go to a company where you're moving, you know, water uphill anymore.
Speaker BThat's always a tricky thing.
Speaker BSo I think, you know, as people are looking at what's next, you know, that's a key, key litmus test, I know, for you and for I, so.
Speaker BAll right, well, let's go to headline number two.
Speaker BDoorDash has launched an emergency food response program according to chainstore age.
Speaker BAgain, DoorDash is launching an emergency food response program including free delivery for its Project Dash food bank and food pantry partners nationwide.
Speaker BIt will also partner with leading grocers to waive delivery and service fees for an estimated 300,000 orders for snap recipients.
Speaker BThe move comes in response to the ongoing government shutdown, as the U.S. department of Agriculture posted a notice on its website saying federal food aid will not go out November 1st.
Speaker BAnd the Trump administration has also said it would not tap roughly $5 billion in emergency funds to SNAP benefits funded through the next month.
Speaker BAnd this story of DoorDash responding to help SNAP recipients caught your eye this week?
Speaker BWhy?
Speaker AYeah, I mean, I think, number one, I think it's a real testament to what is possible when you are on the DoorDash platform.
Speaker AThey have built the infrastructure with their grocery partners, with their convenience partners to really support being able to quickly enact something where they're covering the cost of delivery across the board.
Speaker AAnd I think, you know, I, I'm hopeful at least that that tells me that the relationships between the third party logistics providers like DoorDash and their retailers are not kind of the money grab that they seem during the pandemic where it was like DoorDash was getting all the money.
Speaker AThe third, the, you know, the retailers weren't getting as much value out of it.
Speaker AI'm hopeful that this is maybe a sign and maybe this is my road rose colored glasses, but I'm hopeful that this is a sign that they're becoming a more mutually beneficial partnership.
Speaker AAnd this is one way that they're really focusing on how they can act quickly in the community to make an impact for their customers who are reliant on this platform.
Speaker AAnd I think that's where the third part comes in.
Speaker AThat I think is most important is that they are developing a relationship with their customers right now that I think will stand, stand the test of time.
Speaker AThe fact that, you know, a lot of the people that are on SNAP benefits don't have access to a car and can still get, you know, in their food desert communities, they still have access to nutrient Rich products like produce, like other grocery items, because Doordash and its retail partners are making this still available to them at no cost for delivery.
Speaker AI think you've got customers for life.
Speaker AAnd so I think everyone really benefits in this situation.
Speaker ABut Doordash especially is doing well by doing good here.
Speaker AAnd that I think Doordash deserves a ton of kudos for.
Speaker AHow about you, though?
Speaker AI mean, what, what are your thoughts on this move from Doordash?
Speaker AChris?
Speaker BYeah, I mean, I, I don't think I disagree with anything.
Speaker BI think what I would just do is, is emphasize the points you made, which I think is kudos to Doordash.
Speaker BYou know, at the end of the day, like, it's just good reactive merchandising too.
Speaker BLike, that's the, the key thing here, you know, which we talk a lot about on this show and probably don't single out enough, honestly.
Speaker BBut it's just, it's just a smart move.
Speaker BIt's a smart merchandising move.
Speaker BYou're moving on the trends that are going to be important to the bottom line of your business.
Speaker BBut, but, you know, beyond that, I think Doordash just keeps making moves that I think are really hard to disagree with.
Speaker BYou know, we constantly are talking about them on the show and constantly lauding them and, and for that reason, that's why they're going to keep getting my personal dollar too.
Speaker BAnd it is, it is definitely going to continue in my rotation as my number one most used retail app, which it is now.
Speaker BI mean, I'm probably using it more so than any other app in, on my iPhone.
Speaker BYou know, quite honestly, in the marketplace.
Speaker BYou know, I know you like Walmart plus too, but, but, you know, like, that's just the way I think about it.
Speaker BAnd the reason for that is just like, I just, I just like how they do business and I think that's an important factor to consider right now.
Speaker ARight?
Speaker AAbsolutely.
Speaker AYes.
Speaker ADoordash will keep up to speed on this.
Speaker AI know there's a lot that is in the works right now with this November 1st deadline coming up, so we will stay on top of it.
Speaker AAnd again, thank you, Doordash, for doing this service for your customers in our communities.
Speaker AAll right, let's go on to headline number three.
Speaker AWalmart and Avery Denison have formed a new RFID partnership to provide visibility across fresh groceries.
Speaker AAccording to Progressive Grocer, Avery Dennison has developed breakthrough RFID sensor technology capable of functioning in high moisture cold environments and such as meat cases, an innovation that was long considered impossible.
Speaker AAvery Denison's intelligent labeling solution is being used across Walmart's meat, deli and bakery departments, giving every item its own digital identity for real time freshness and expiration data.
Speaker AThe partnership represents a potential step change in how retailers can balance freshness, sustainability and labor efficiency issues that have become mission critical across the food retail landscape.
Speaker AChris, this is Also A&M's put you on the spot question.
Speaker AYes, A and M would like to know.
Speaker AAnytime a new to market technology is dubbed as long considered impossible, you tend to take notice.
Speaker BWell said guys.
Speaker BWell said.
Speaker AYeah.
Speaker AHere it feels like the first domino to drop with many downstream benefits to retailers to come.
Speaker AIf you agree with that sentiment, what dominoes can Avery Denison and Walmart topple next with this unique RFID solution?
Speaker BWow.
Speaker BInteresting.
Speaker BWow.
Speaker BHow do I attack that?
Speaker BThere's so many angles to that question too.
Speaker BYou know, I think in direct response to that question, I think, you know, I think this is the first, this is another domino yet in what Walmart has, I think pretty much, you know, given us a clear indication that they're trying to do, which is to create kind of the smart store of the future.
Speaker BLike they want to have an understanding of how the items and people and products are moving through the store at any given time in real time, similar to how you would on an e commerce website.
Speaker BI think, I think that's where this ultimately goes.
Speaker BAnd the reason this story is very important is that previously perishables and fresh food were a black hole in terms of inventory, visibility.
Speaker BI mean this and metal products potentially.
Speaker BAlthough I know our good friends JP and Marshall might, you know, might have different thoughts on this, but, and much better thoughts than I do.
Speaker BBut, but, you know, this is the holy grail of, of, of RFID in the grocery setting, particularly by virtue of the fact that waste and spoilage are the number one areas that eat into a grocer's profit.
Speaker BSo, so Walmart's again, they're out in front of things.
Speaker BWe talked a couple of weeks ago on the show even about how they're using Wiliot and, and deploying Bluetooth sensors.
Speaker BBut as we learned in a, in a podcast that we're gonna debut very soon with you all in our Spotlight series, that's at the pallet level too.
Speaker BThat's, you know, that's more on the transportation side of things and making sure, you know, you know, where things are, that they're stored.
Speaker BRight.
Speaker BAnd they're stored in temperature.
Speaker CRight.
Speaker BAnd so this is taking it down to an even greater level and so it's a, it's a step change really here.
Speaker BAnd so, you know, when, when Walmart moves, the other point I'd make.
Speaker BAnd when Walmart moves, so does the industry.
Speaker BAnd I think part of this is also in response to the legislation around food safety that's coming.
Speaker BYou know my favorite acronym, bisma.
Speaker BAnd so yeah, so Walmart is, you know, in front of that and then they're still in front of the overall smart store design of the future too, which is going to pay so much dividends for them in the long run just because of the fact that they're just so much further along on the experimentation side of this.
Speaker ARight.
Speaker AAnd I think that that brings up a really good point because I think not only now is Walmart able to deploy RFID in their center stor their apparel categories.
Speaker AEven like Marshall K brought up, you know, they're putting these on crayons around back to school time.
Speaker ALike now they're able to add more into RFID product like the products that they're putting these products on which gives them like greater visibility across the store which I think really tends to improve things like you know, online and Bopus or grocery orders too.
Speaker ALike a meat is a main component for a lot of people's dinners and stuff.
Speaker AAnd if you're placing an order for delivery or you're for pickup and that meat isn't there because you don't have the inventory visibility on products like this and like deli, you know, that makes a big difference that impacts the entire trip.
Speaker ALike if that's the main thing that I'm coming to get when I'm making my chili and you don't have ground beef, like that's, I have to go to another place now and I may be, I may be circumventing Walmart and going to another retailer in that case.
Speaker ASo I think, you know, those two things are the biggest things for me.
Speaker AMore visibility across more products in your entire store.
Speaker AAnd then the, the fallout there of, you know, what does that mean then for more accurate online orders, better, better fulfillment metrics and, and satisfaction with your customers too.
Speaker ASo I think that is, that is a huge move here from Walmart and I do think A and M's right, we'll continue to see this, this I'm sure in many more retailers to come.
Speaker BSo yes, there you have it.
Speaker BWe have the Venn diagram for you and of Walmart plus RFID and chili making.
Speaker BThat's, that's, that's the key takeaway here from this headline.
Speaker BThat's Fantastic.
Speaker ADon't stop me from making my chili.
Speaker AThat's the, that's the key thing here, right?
Speaker BYeah, but I bet people want to stop me from eating it.
Speaker BAll right, let's move on.
Speaker BLet's bring Dan Nellie onto the show to share this month's October's Retail text Startup of the Month.
Speaker BAll right, let's give a big Omni Talk welcome back to AWS's Danele Stropa because Danelle is here once again to hand out this month's Retail Tech Startup of the Month award.
Speaker BDanielle, for those who may not remember or, or who are new to our show, is the worldwide technical lead for AWS Partners in Retail at Amazon Web Services where he drives the technical strategy for AWS Partners in Digital Commerce, Customer Engagement and Generative AI.
Speaker BDaniela, it's great to have you back.
Speaker BI think.
Speaker BEd, we need a drum roll here.
Speaker AI know I don't, I don't have a drum roll like little cue for the, I don't have a sound effect yet but I know we need to.
Speaker BGet this sound effect.
Speaker ADrumroll, drum roll, drum roll is what we'll have to say.
Speaker BThat's good.
Speaker BDrumroll, drum roll, drum roll.
Speaker BYes.
Speaker BI love that ad.
Speaker BAll right, so Dan, who is October's Retail Tech Startup of the Month?
Speaker CThis month Retail Tech Startup of the month is Ryter and that's W R I T E R and they are a full stack generative AI platform that's really transforming the way that retailers and brands are automating process and generating content across their whole organization.
Speaker AOkay, so Danelli, tell us a little bit more like what's differentiating Rytr compared to some other players in the space?
Speaker AAnd why is it so important for retailers and brands listening to kind of know about what they do?
Speaker CYeah, I think what's, what makes them particularly interesting is their end to end approach and solution.
Speaker CRight.
Speaker CThey've built their own large language model which are some of the top scoring large language model out there.
Speaker CThey have their own knowledge graph based solution.
Speaker CThey have built in guardrails to ensure consistency and compliance with the content that is being generated.
Speaker CThey really provide a full package, a full solution.
Speaker COn top of that they also have pre built pre vetted agent and workflows that consumers, customers can take.
Speaker CThey can test them out, plug them into their system, test them out and then move on to production with these ready workflows.
Speaker CSo what that really means is that they are really accelerating the way that brands, retailers can go to production with these predefined, pre tested solutions in a much faster way.
Speaker BSo, Danielle, I'm curious too, and this is a question I've never thought about until you just brought that up.
Speaker BSo we always know the big four, right?
Speaker BThe Geminis of the world, the chatgpt, perplexity, anthropic, we hear about those all the time.
Speaker BBut now you're saying there's this other option that does something different.
Speaker BSo if I'm a retail executive, how put rider in that context of how it sits alongside those other options?
Speaker BAnd why am I choosing rider to do my work versus one of them?
Speaker CYeah, so when we look at the large language model landscape now, or generative AI landscape, right, There is models that are good at a bit of everything and then there's models that are fine tuned, they are tweaked, they are a bit more specific for certain type of.
Speaker CFor certain tasks.
Speaker CThis is what Writer has done.
Speaker CThey have models that are more specific for certain tasks.
Speaker CAnd as I said, on top of that, they have these pre built solutions, pre built templates that are specific for an industry.
Speaker CRight.
Speaker CSo they have agents specific for retail and consumer goods.
Speaker CThey have other industries there as well.
Speaker CBut this really means that this is specialized, specific solution for this industry.
Speaker CThey are pre vetted and they are pre tested.
Speaker CSo it's really almost as a plug and play solution that an organization can take and utilize like that.
Speaker BGot it.
Speaker BSo if I'm an executive, what I'm taking from that is that it should enable the.
Speaker BSpecialization is the key word there.
Speaker BAnd it should enable me to go faster and with more certainty or accuracy in the result I'm trying to ultimately get from using their solution.
Speaker CCorrect?
Speaker CYeah.
Speaker BOkay.
Speaker BAll right.
Speaker BAwesome.
Speaker BWell, you heard it here first, folks.
Speaker BThe October start of the month.
Speaker BRyder, thanks, Danielle.
Speaker AThank you.
Speaker BThank you.
Speaker BHeadline number four.
Speaker BLululemon is partnering with the NFL to release apparel for all 32 of its teams.
Speaker BAccording to CNBC, this marks the first time the retailer has offered officially licensed products for the NFL or any of its franchises.
Speaker BThe collection, set to launch Tuesday, will include both men's and women's apparel and accessories with NFL team symbols.
Speaker BSome of Lululemon's most notable products, including its steady state men's franchise and women's styles such as Define, Scuba and Align, and you might have to tell me what the hell those even are, are all part of the collection.
Speaker BAnd I'm curious, do you think Lululemon's partnership with the NFL ads or.
Speaker BOr detracts from its brand cachet?
Speaker AI. I don't think it.
Speaker AI don't think it detracts from it.
Speaker AI actually don't hate this idea.
Speaker AI think as long as they keep it online, I think if we start to see more penetration in stores, I think that's going to actually be an issue.
Speaker BOh God, I didn't even think about that.
Speaker AThey've, they've already done this like they more they'd done this for custom apparel for gyms and corporations.
Speaker ALike they have that arm of the business.
Speaker ASo I think yes.
Speaker AIs this a potential growth opportunity in a very lucrative area team where 100%.
Speaker AI think that makes a lot of sense.
Speaker AI also think that, you know, the, the categories that they're talking about here align the men's study.
Speaker ALike these are very commonly purchased products across their portfolio.
Speaker AAnd so people know how these products fit on them.
Speaker AThey, they're, they're some of their best selling products.
Speaker AAnd so I think to, you know, as a woman buying any kind of fan gear like this has always been problematic.
Speaker AYes, they, you know, they're making like a woman's cut jersey or something like that.
Speaker ABut it's, it's very limiting in the types of materials that you can use and really how the fit is.
Speaker ASo as somebody who knows that I really like the fit of the align leggings or tank tops or whatever it might be, I like that.
Speaker AI know with a good degree of certainty that when I order this for my team, you know, this align top with my team logo on it, that it's going to fit and I'm going to like the way it feels in the materials.
Speaker AAnd the same goes for men's, I would assume too, you know, given, given their, their popularity with that particular line.
Speaker ABut what I'm actually surprised that they to see here is that they didn't go for the college teams first.
Speaker ALike NFL is fine, but I think given the, the demographics that are interested and that are purchasing and are like at the top of Lululemon's customer funnel right now.
Speaker AI think that doing this for more college athletics would bet would have been better than starting right away with NFL teams.
Speaker ABut you've already hinted you're not a fan.
Speaker ASo what, what should we all know about this, this Lululemon move?
Speaker BNo, I'm not, I'm not, not a fan of this at all.
Speaker BYeah, the coaching is interesting.
Speaker BI mean the college is just way more complicated, you know, versus 32 cities versus all those other cities.
Speaker BBut that's the, you know, having had some exposure to the fan business at Target.
Speaker BYeah, I don't, I don't I don't, I don't like this move at all.
Speaker BAnd I never had thought about the fact that I could walk into the Lululemon down the street from me and see Minnesota Vikings gear in it, which just, just, oh, makes me want to ralph.
Speaker BLike, I just don't like that idea at all.
Speaker BAnd then you know what?
Speaker BI. I happened, I happened to catch the Joe Montana and his family ad on my Facebook feed this morning as I got up and I was like, I can't even tell that's Lululemon stuff.
Speaker BIt just looks like garden variety, like NFL apparel.
Speaker BAnd I was like, like, why do I care that Joe Montana, his wife and his two kids are in Lululemon gear?
Speaker BLike, I just, I don't get that.
Speaker BBut so anyway, that aside, I just think it cheapens the brand.
Speaker BI mean the, you put the NFL logo on everything and down the road, like, yeah, sure, the short term revenue gain, it might be nice, but the NFL is going to force you to compete at some point with the business of some other athleisure company down the road.
Speaker BAnd so they're either going to take the business from you or squeeze you in terms of what you're expecting here in the future.
Speaker BSo I think it's a really short term move.
Speaker BI think it's, I think it's short term designed to juice the revenue.
Speaker BAnd I think it's further indication to me that Lululemon has kind of have an identity crisis right now in terms of what it wants to be.
Speaker BAnd I think once you grab that cachet position, you got to do everything you can to maintain it.
Speaker BAnd I think an NFL broad based partnership just doesn't make sense to me.
Speaker AYeah, I don't know.
Speaker AI think it's a good, I think it's a, it's worth the test for sure.
Speaker AAnd hopefully Lululemon's team is, is in a position to move quickly should this not pan out the way that they, they think it will.
Speaker ABut, but I don't know.
Speaker AI like the option.
Speaker AI think I would push it forward and well, let's check back in in a few months and see like what happened and how they do in fourth quarter, especially around gifting season.
Speaker ABecause that's another thing too.
Speaker ALike I think maybe, maybe the holiday season, this is like an extra, a fun thing to, to gift somebody.
Speaker ABut.
Speaker ABut will it last?
Speaker BSo Viking yoga pants on this show.
Speaker BAnd that's what you're saying.
Speaker BViking yoga pants on this show.
Speaker BNot a scarlet has been thrown.
Speaker AI'm not buying anything.
Speaker BNFL, NFL Okay, I know, but I'm just.
Speaker AThat's why I'm saying, like, I'm.
Speaker AI would not.
Speaker BI don't.
Speaker BYou might try it.
Speaker ANo, I'm saying, like, I would try it for other.
Speaker ALike, I can see why somebody would try this in the sports categories if they made a Timberwolves, if they did NBA.
Speaker AIf there was Timberwolves gear 100, I'd be all over it.
Speaker BOkay, mark it down, mark it down.
Speaker BAll right, cool.
Speaker BAll right.
Speaker AYes.
Speaker AAll right.
Speaker AAll right, let's go to headline number five.
Speaker AAmazon unveils AI smart glasses for its delivery drivers.
Speaker AAccording to TechCrunch, Amazon announced on Wednesday that it's developing AI powered smart glasses for its delivery drivers.
Speaker AThe idea behind the glasses is to give delivery drivers a hands free experience that reduces the need to keep looking between their phone, the package they're delivering, and their surroundings.
Speaker AThe e commerce giant says the glasses will allow delivery drivers to scan packages, follow turn by turn walking directions and capture proof of delivery, all without using their phones.
Speaker AThe glasses use AI powered sensing capabilities and computer vision alongside cameras to create a display that includes things like hazards and delivery tasks.
Speaker AThe retailer is currently trialing the glasses with delivery drivers in North America and plans to refine the technology before a wider rollout.
Speaker AChris, are you buying or selling Amazon's AI glasses for delivery drivers?
Speaker AOh, man.
Speaker BYou know, the more I think about this, I'm selling this one hard, I mean, and I, I see like a big, I see potentially like a big class action lawsuit down the road.
Speaker ALike, oh my God, really?
Speaker BFor example.
Speaker BYes, 100%.
Speaker BLike, how do you know?
Speaker BHow do we, how do any of us know the long term implications of wearing glasses like this every day for eight hours a day?
Speaker BLike, I can't even imagine the waivers that are needing to be signed just to test this.
Speaker BBecause we can't know that, right?
Speaker BThere's no way to know that this technology just now exists.
Speaker BSo, so for that reason I am, I'm actually hopeful.
Speaker BUsually I throw shade at these types of things, but I'm hopeful that this is more of a tech PR announcement than an actual thing from Amazon and history.
Speaker BIf we look back at Amazon's history, it is littered with stories like this.
Speaker BYou know, the dash button comes to mind.
Speaker BSo, so while the efficiency benefits might be there, I'm hopeful, I'm hopeful that the actual implementation of this idea at scale is a long, long way out.
Speaker BBecause I were like, I posted when this story came out, I posted like, do you remember, like hot shots with the washout from, from Hotshots.
Speaker BLike, his eyes are like, you know, he couldn't see anything.
Speaker BLike, I mean, that's, that's what I worry about, that we're gonna have all these, all these people walking around the country who can't see anything anymore.
Speaker BLike, we have no idea what the implications of this are.
Speaker AI don't know.
Speaker AI mean, you have so many people buying the meta glasses now.
Speaker ALike, they don't want to wear those.
Speaker BI don't have to wear those.
Speaker AYou can, you can.
Speaker ABut I think, like, I don't know.
Speaker AI, I think this is the number one thing that I hear right now from retailers and teams working in the field is there are too many devices.
Speaker AThey have way too many things that they have to carry around.
Speaker AIt's become prohibitive to them getting things done.
Speaker ASo I, I think that this is a wearable that I would actually be testing.
Speaker AI like that.
Speaker AYou know, it's not all.
Speaker AI, I have not tried this.
Speaker AI'm going off of the geek wire journalist who did a test with this and did a trial simulation with it.
Speaker ABut I mean, to be able to hear in your ear like, this property has a dog.
Speaker AWatch out for that.
Speaker AThis is like, you know, there's steps here, whatever.
Speaker ALike just any of those things.
Speaker AMost of all, to be able to scan the picture of the package with, you know, just being able to tap your eye and then go back.
Speaker AI think that there's a lot of benefits that this could provide them.
Speaker AMy hope to your point, though, is that they are collecting continuous feedback on this and that this is something that, you know, they're, they're going to be reacting to when they're hearing feedback from drivers of how to make this better.
Speaker AThis is definitely not a technology, given what you just said, that you can just, just put out into the field and, and, and wait to hear feedback versus soliciting continuous feedback from the people that are using this day in and day out.
Speaker BYeah, I mean, from my store manager days, the one thing I remember is, and I don't know if it was the number one cause of workman comp issues, but it was definitely a major cause of worksman's comp issues was like repeatable actions, you know, repeatable actions that your body is taking.
Speaker BSo in this case, you have your eye being asked to repeatedly, repeatedly adjust to the scanning of a package, which.
Speaker BThat's my eye.
Speaker BLike, I don't want to lose my eye.
Speaker BYou know, I don't want anything.
Speaker ABut I think they're just taking the picture right like, they're just holding the thing up and they're taking the picture.
Speaker BI thought it was also to locate packages in the truck.
Speaker BI thought, oh, yes.
Speaker APart of it too, there is.
Speaker BRight.
Speaker AThat is like a.
Speaker AOf AR overlay that they're to help them more quickly find things.
Speaker ASo, yes, that part is.
Speaker BSo if my eyes having to repeatedly adjust to an AR overlay, buyer beware or user beware, I think that's what I would say.
Speaker BI'd be signing.
Speaker BI'd be taking some big precautions if I'm signed up for that test.
Speaker AChris Walton is not going to demo your product.
Speaker AAmazon.
Speaker AHe will not be in that trial group.
Speaker AAll right, let's go to the lightning round.
Speaker ANetflix is bringing back Stranger Things, but in a new strategic move, the finale will be available in select theaters versus just on streaming devices.
Speaker AWill you go see the finale on the big screen, Chris?
Speaker AOoh.
Speaker BYou know, at first, yes and no.
Speaker BI think I'll watch it at home first and then I'll go see it on the big screen.
Speaker AOh, okay.
Speaker ASo double feature.
Speaker AYou want to see both of them in both spots?
Speaker BYeah, yeah, yeah, for sure.
Speaker BAnd it also depends on how good it is.
Speaker BSo then if I like it, then I can go to the theater.
Speaker BIf I think it sucks, I can save my money.
Speaker BThat's.
Speaker BThat's my plan.
Speaker AAnd.
Speaker BAll right.
Speaker BWeirdly Hot Santa is back for the second year in a row.
Speaker BMy question for you is, is he any more or less hot the second time around?
Speaker AYeah, I mean, I feel like he's the same.
Speaker AI. I saw him and I was like, oh, there's the cute Santa again.
Speaker AThey're doing the cute Santa campaign.
Speaker AThat's.
Speaker AI don't mind it.
Speaker AI'm not.
Speaker AI'm here for it.
Speaker AThat's okay.
Speaker AMust have done well because they're doing it for the second year in a row.
Speaker ASo I don't know.
Speaker AIs it the same actor?
Speaker AI didn't even look at that.
Speaker BYeah, it's the same guy.
Speaker AYeah, same guy.
Speaker ASame guy.
Speaker ASo it's just like he's just getting a glow up from year to year.
Speaker BYeah.
Speaker BI don't even know if he's getting a glow up.
Speaker BHe's just getting a return appearance, you know, and for those watching, those listening and watching, this was our number one YouTube short last year was ad talking about weirdly Hot Santa.
Speaker BSo.
Speaker BYeah, you're thinking he's equally hot as he was last year?
Speaker AI mean, yeah, I stopped.
Speaker AI stopped to listen to the ad.
Speaker ASo I guess, like, the one of him in the chalet or whatever.
Speaker AI was like, all right, I'm here.
Speaker ALet's finish talking about getting ready for.
Speaker AFor the holidays, I guess.
Speaker AWeirdly Hot Santa making his debut.
Speaker ALike, great for this guy.
Speaker AI mean, he was probably like a D list actor before this, and now he's Hot Santa two years in a row.
Speaker BYou're telling our audience you want to ride in Weirdly Hot Santa's sleigh tonight.
Speaker BThat's what you're saying that you would.
Speaker AI don't know if I want to ride in a sleigh.
Speaker AI'll keep the space between me and the TV screen glass here.
Speaker AI don't know that I. I feel.
Speaker AYeah, I don't know that I'm riding in a sleigh, but I'll.
Speaker AI'll be here to listen to what he wants to pitch me for Black Friday at Target for sure.
Speaker BFair enough.
Speaker AAll right.
Speaker AAll right, Chris, as we mentioned earlier, Lululemon is now licensing product with the NFL.
Speaker ADoes this make you want to change where you're sourcing your Cardinals gear?
Speaker BNo, absolutely not.
Speaker BAnd more so because of the Cardinals.
Speaker BBecause the Cardinals are terrible.
Speaker BThey're atrocious.
Speaker BI'm a lifelong 30 year fan of them and they're terrible.
Speaker BAnd it's so depressing.
Speaker BSo I don't even want to talk about this anymore.
Speaker AAnd.
Speaker AAll right.
Speaker BRed Bull is reportedly dropping a 2025 advent calendar this year.
Speaker BThe Cardinal.
Speaker BThe.
Speaker BThe Cardinal.
Speaker BThe calendar will include 24 cans of various flavors and cost between 45 and $50, reportedly.
Speaker BWhen was the last time you had a Red Bull?
Speaker BAnd when you did.
Speaker BDid give.
Speaker BDid it give you wings and.
Speaker AProbably college.
Speaker AI mean, I just.
Speaker BNo way.
Speaker AI don't think I've had a Red Bull.
Speaker BHad a Red Bull since no college.
Speaker AI don't really.
Speaker AI mean, not.
Speaker AI honestly cannot tell you that.
Speaker AI've.
Speaker AI've.
Speaker AI've never been a fan of the taste of it.
Speaker AIt's always been so.
Speaker AI was never into Red Bull to begin with, so I would much rather do a coffee drink or something else or an espresso Martini.
Speaker AThat would be my go to instead of a Red Bull and vodka or anything like that.
Speaker AIt's not.
Speaker ANot my jam.
Speaker ANever has been.
Speaker AReally.
Speaker BYou never had like the late night at the bar and you're like, just struggling to keep up and you're like, I need a Red Bull and vodka.
Speaker ANo, I think I would go for like a soda of some kind, like a Coca Cola or Diet Coke or something.
Speaker AThat would be my go to And I'm dancing usually by that point, So I don't need any more caffeine.
Speaker AI'm.
Speaker AI'm just using natural endorphins to keep me going at the bar.
Speaker ASo that's if I've made it out that far.
Speaker AMaybe my son will take on my genetics and he'll be partying until midnight this weekend.
Speaker AWho knows?
Speaker BYeah, well, I remember mine vividly.
Speaker BIt was 2007, because the last time I had what, I blacked out and do not remember how I got home.
Speaker BIt was a crazy story, which is a story for another time at another venue.
Speaker BAll right, Happy birthday today to Winona Ryder, Gabrielle Union, and to the man who inexplicably, inexplicably, in my opinion, became one of the biggest actors of the 1970s, Richard Dreyfuss.
Speaker BToday's podcast was produced with, of course, the help and support of Ella Sirjord.
Speaker BAnd remember, if you can only read or listen to one retail blog in the business, Make It Omnitime, the only retail media outlet run by two former executives from a current top 10 and US retailer.
Speaker BOur Fast Five podcast is the quickest, fastest rundown of all the week's top news.
Speaker BAnd 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 and that Ann and I take pride in doing just for you.
Speaker BThanks as always for listening in.
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Speaker BYou can follow us today by simply going to YouTube.com omnitok retail so until next week, on behalf of all of us here at omnitok, as always, be careful out there.