Walmart, Whatnot & WTF Is H-E-B Doing With Robots?
In this week’s Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, Infios, and ClearDemand, Chris and Anne discussed:
- SpartanNash’s merger with C&S Wholesale Grocers (Source)
- Whatnot, the $5 billion shopping app you probably haven’t heard of (Source)
- Walmart equipping its store associates with mobile AI tools (Source)
- H-E-B piloting autonomous deliveries in Austin, TX (Source)
- Amazon testing tighter grocery bundling for same-day deliveries (Source)
- And AWS’s Daniele Stroppa also dropped by to help us hand out a new award we are giving out each month in partnership with AWS, and we are calling it the Retail Startup of the Month
There’s all that, plus french fry pizza, steamy romance novels, and whether Chris prefers bar soap or body wash in the shower.
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
Music by hooksounds.com
#RetailNews #WalmartAI #WhatnotApp #RetailTech #GroceryDelivery #RetailPodcast #OmniTalk #AmazonGrocery #LivestreamShopping #RetailInnovation #SpartanNash #Botify
The Omni Tech Fast 5 is brought to you by the A and M Consumer and Retail Group.
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Speaker ALearn more@cleardemand.com omnitalk and finally, Ocampo Capital.
Speaker AOcampo Capital is a venture capital firm founded by retail executives with an 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 that 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 June 25, 2025.
Speaker AI'm one of your hosts, Anne Mazinga.
Speaker BAnd I'm Chris Walton and we're here.
Speaker AOnce again to discuss all the top head headlines from the past week, making waves in the world of omnichannel retailing.
Speaker AChris, I got a little bit of grief last week from some Omni Talk fans because we had a M's, Brooks and Bryson on that.
Speaker AWe did not say anything about the feud, the beef between Bryson DeChambeau and Brooks Koepka.
Speaker AWe didn't even bring that up.
Speaker BWe didn't even make that connection between those two.
Speaker BYeah, that's a good point.
Speaker BYeah, I can.
Speaker BI kind of have a sense of who that fan might be, too, but they're.
Speaker AThey're like, how could you miss this glaringly obvious.
Speaker AThis glaringly obvious topic to bring up when you happen to have someone named Bryson and Brooks on your podcast at one time?
Speaker BYeah, it's funny.
Speaker BYou know why I think that, though, is because they didn't really beef that much.
Speaker BThey didn't.
Speaker BThey.
Speaker BThey were.
Speaker BThey were.
Speaker BThey were kind of.
Speaker BThey were kind of very nice to each other and.
Speaker BAnd very conciliatory with each other in their arguments with each other for the most part.
Speaker BI think I got into a little bit of a.
Speaker BA little bit of a Ted A Tete with Bryson at one point, if I remember right.
Speaker BOn the Amazon story.
Speaker BBut we'll have to.
Speaker BBut generally, it was not a very contentious debate last week.
Speaker AYes, we'll have to find another Chris that is in the golf world.
Speaker BYeah, I can't.
Speaker AI can't think of one beef with Bryson.
Speaker AYeah, I think Bryson DeChambeau is kind of like a Beefster anyway.
Speaker ALike, he's known in the golf community.
Speaker AI don't think it's called a Beefster, but I think he is kind of.
Speaker BA Beefster, though, if, you know, I.
Speaker AThink he stirs up a lot of stuff.
Speaker BSo.
Speaker ASo we appreciate any feedback that you have for us here at omnitok.
Speaker ASo whether it's related to not covering golf beefs on a retail podcast or anything else that it might be, please feel free at any point in time to submit that feedback to us.
Speaker BYeah, I imagine there were quite a few fans that are golf.
Speaker BQuite a few omnitog listeners that are golf fans that probably made that connection as well.
Speaker BAll right, and the other thing I'd point out, too, is we are at the Miracle Summit.
Speaker BYes, we are at the Brookfield place in New York City at the Miracle Summit.
Speaker BThe show just kicked off.
Speaker BEveryone behind closed doors.
Speaker BAnn and I are out here recording a fast five live for you.
Speaker BAnd stay tuned to our feed, too, because we're gonna have great interviews with people all week long, particularly the SVP of E Commerce, Joe Cano at Lowe's and the founder of Cotapaxi too, which I'm pretty excited about.
Speaker BSo.
Speaker BAll right, should we do the headlines?
Speaker AYes, let's get to it.
Speaker BAll right, in this week's Fast5, we've got news on whatnot, the $5 billion shopping app you probably have never heard of.
Speaker BWalmart equipping its store associates with mobile AI tools, HEB piloting autonomous deliveries in Austin, Texas.
Speaker BAmazon testing tighter grocery bundling for same day deliveries.
Speaker BAnd AWS's Denle Stropa stops by to help us hand out a new award we are giving out each month in partnership with aws.
Speaker BAnd we are calling it the Retail Startup of the Month, which we'll be announcing right between headlines three and four.
Speaker BSo wait around for that, everybody.
Speaker BBut we begin today with big news out of Spartan Nash.
Speaker AAnd that's right, Chris.
Speaker ASpartan Ash is merging with CNS Wholesale Grocers.
Speaker AAccording to Progressive Grocer, CNS Wholesale Grocers LLC and Spartan Ash Co.
Speaker AHave entered into a definitive merger agreement under which CNS will acquire Spartan Ash for a purchase price of $26.90 per share of Spartan Nash common stock in cash, representing total consideration of 1.77 billion, including assumed net debt.
Speaker AThe transaction price represents a 52.5% premium over Spart Nash's closing price on June 20th.
Speaker AChris, do you think the rationale is behind the Spartan Nash?
Speaker AChris?
Speaker ASorry, what?
Speaker ADo you think the rationale is behind the Spartan Nash and CNS merger?
Speaker BMan, I mean, for me, you know, I don't have too much to say on this topic, even though it's a big headline for the week.
Speaker BYou know, probably the biggest one of the week, without a doubt is.
Speaker BI mean, it's gotta be scale, it's gotta be the rationale.
Speaker BThere's always strength in numbers.
Speaker BThe grocery business continues to feel pressure on all sides.
Speaker BYou have two entities basically with similar value propositions, both being wholesalers.
Speaker BAnd so, you know, there's going to be operational synergies from this.
Speaker BThis isn't like your typical merger acquisition where you kind of have to jump through a lot of hoops to find out where the value is.
Speaker BSo, I mean, the number, it's telling you the numbers.
Speaker BI want to make sure I get this right.
Speaker BIn the article, it said that they've got approximately 10, they will service approximately 10,000 retail locations.
Speaker BSo that's a pretty big operation at this stage in the game.
Speaker BAnd the wholesale game is all about price and the level of service that you can provide.
Speaker BSo the deal net net should be able to provide CNS and Spartan Nash's customers with better prices and hopefully better execute operational execution over time too.
Speaker BSo that's, that's my take.
Speaker BIt's just purely about scale.
Speaker AYeah.
Speaker BWhat do you think though?
Speaker AI think that the they've got to be both Spartan Nash and CNS have got to be facing increasing pressure from the regional and independent grocery stores that they support because those regionals are not able to withstand things like tariffs, things like constantly fluctuating prices.
Speaker AThe way that some of the larger players in their same markets, the larger competitors like a Walmart or like Albertsons Kroger, they don't have those advantages.
Speaker AAnd so for them to stay competitive, these independent and regional grocers, they're going to need to gain efficiencies and lower costs wherever they can.
Speaker ASo I think that's really what's probably driving this.
Speaker AAnd I just, I hope that it's as written that this is really doing just that that's helping bring down prices for those independent grocers and their customers and that this will work as, as planned.
Speaker BYeah, it's a great point.
Speaker BNow to your I think what you're implicitly saying there too is like, does it stave off the continued grab of share by the big guys from the regional grocers?
Speaker BTime will tell.
Speaker BIt's a big question.
Speaker BBut the other thing about the regional grocers is they don't have the ability to go direct with their own distribution like the big guys do.
Speaker BSo, you know, they need companies like CNS and Spartan Ash to thrive and survive.
Speaker BSo, you know, hopefully this makes sense.
Speaker BAll right, all right.
Speaker BHeadline number two, this one is all about the wildly entertaining FOMO inducing $5 billion shopping app you've never heard of.
Speaker BAnd according to the friend of the show, Jason Del Rey at Fortune, this app is called Whatnot.
Speaker BWhatnot is a five year old shopping app that quietly climbed App Store charts as one of the leaders of the growing trend of live stream Commerce in the US and currently ranks inside the top 15 most popular free iPhone apps in the United States.
Speaker BLive streaming on Whatnot, as we are sure Omnitalk fans are aware, offers a new spin on QVC and HSN cable TV shopping channels of yesteryear.
Speaker BMarrying some of the auction model and enthusiast appeal of ebay with the camaraderie and communal viewing and euphoria of Twitch.
Speaker BWow.
Speaker BMerchants on Whatnot sold a combined $3 billion in goods in 2024, mainly in collectible categories like Trading cards and sports cards, but also in fast growing verticals like women's fashion and sneakers too.
Speaker BThe startup, while still unprofitable, is also forecasting more than $6 billion in gross merchandise volume in 2025.
Speaker BSo doubling the business or like I said, doubling the business in 2024.
Speaker BAnd this is also the A M put you on the spot question.
Speaker BOkay, all right, you get this one this week.
Speaker BAll right, here it is.
Speaker BVideo commerce has done very well in China and is starting to get its legs in the US Has Whatnot specifically gained strong momentum because of its focus on collectibles which keeps it fairly niche?
Speaker BOr could it be the US is ready for well executed live video shopping experiences implying this is extendable to big brands and retailers?
Speaker AI think we're, we're absolutely in the niche and like for the now of video commerce, I think we're seeing this gain popularity in some of the markets that you talked about, you know, collectibles.
Speaker AI, we're starting to see a ton of like luxury consignment independent retailers starting to spin up video commerce because it gives people that confidence in the purchase.
Speaker ALike video can that.
Speaker ANo, like a single post on, you know, of a picture of a trading card or a picture of a Louis Vuitton handbag.
Speaker ALike it can't, you can't do the same kind of business when you just have a static image.
Speaker ASo yes, yes, I absolutely think Whatnot's finding success because of the niche markets now.
Speaker ABut what I think about as we think about the future, what A&M's asking about when this hits more mass adoption in the U.S.
Speaker Ai think it what's really important for retailers listening to focus on is what we talked to at Commerce next yesterday to Sarah Henry at Walmart, head of influencer and content marketing and then also the SVP of E Commerce and digital at Cost was talking about how important it is to have these relationships with the content creators, but even more so to make sure that the platforms that these content creators are able to work on are easy for them to use.
Speaker AIt gets them on camera and gets the product in front of people quickly, easily and there and also allows the customers to shop more easily from these platforms.
Speaker AThat's what I'm focused on here with the popularity of the Whatnot app.
Speaker ANot so much like it's going to be everywhere and every retailer is going to be having live stream commerce right now.
Speaker AI think it's more about focusing that energy on how you're building the platform that's right to support you and Your customers.
Speaker BDo you think Whatnot will have success extending this into other categories beyond collectibles?
Speaker AI.
Speaker AI don't know that I see whatnot doing that specifically.
Speaker AI think this is a great platform for them.
Speaker AI don't know that I see like a major retailer taking on the whatnot platform though, or conducting business through this.
Speaker AI think they'll be much more focused on creating it themselves or working with a larger enterprise partner.
Speaker BWhat about the influencers, though?
Speaker BDo you think they could tap into the influencers like they're doing the collectibles market to get this into fashion, get this into accessories, shoe wear?
Speaker BAll those things are starting to populate on the app.
Speaker BDo you that they'll be successful in that over the long run?
Speaker AI think, I think you'll see retailers trying to do it themselves.
Speaker AI don't see them.
Speaker AI really don't see.
Speaker AI think for a lot of retailers, they're still getting over the hurdle of like, quality of content.
Speaker AAnd this is like, if you watch these live streams on whatnot, it's very raw.
Speaker AIt's not very raw.
Speaker AThere's a lot of these independent retailers that are doing this right now.
Speaker AAnd I think if I'm a brand and I'm looking at that, I want something that I have a little bit more control over.
Speaker AThe look, the feel and the functionality of that particular app.
Speaker ABut what are your thoughts?
Speaker BYeah, I mean, my thoughts are.
Speaker BWhich doesn't necessarily preclude what not what not from finding success in that arena.
Speaker AThink.
Speaker BYou know, for me, I look at this kind of as eBay 2.0 in a lot of ways.
Speaker BAnd live streaming come to us.
Speaker BSo, you know, I think, yes, the niche market for sure with collectibles is where it starts.
Speaker BAnd especially if you go back to the ebay analogy in the late 90s.
Speaker BBut, you know, ebay showed that you can go into other businesses too.
Speaker BAnd it's funny, I was, I was doom scrolling the other night and I found this clip of Phil Rosenthal, the creator of Everybody Loves Raymond and Every.
Speaker AAnd somebody feed Phil and somebody feed Phil.
Speaker BYes.
Speaker BAnd he was talking to Simon Sinek and what he said in terms of one of his big, big lessons from developing content over the years was be as specific as you can be.
Speaker BBecause when you try to be too generic and you try to appeal to the masses, you end up not meeting anyone's needs.
Speaker BYou don't create any nostalgia in their minds.
Speaker BAnd I think that is essentially what Whatnot is hitting on here, is there's a very specific niche across every category of people that are just enthusiastic about the products.
Speaker BSo that makes me actually think that they could have success in the long run continuing to extend this out if they allow it to be organic and natural and authentic to the way it has been with collectibles.
Speaker BYou know, I, you know, this, it's, it's not that dissimilar to, you know, what's happening on TikTok in a lot of ways, just a different platform.
Speaker BSo, you know, where does this all congeal in the long run?
Speaker BIt's hard to say, but I don't see them slowing down really, given those numbers.
Speaker BThose numbers are crazy too.
Speaker AThe numbers are impressive, I think, I think it gets back to also, like, where are you and where are you heading to the platform?
Speaker ALike, we're seeing a lot of buzz with this, you know, because it's new and newish and upcoming.
Speaker ABut are people going to download another app or is this stuff going to move to TikTok or, you know, even or to other retailers, platforms where they're, they're able to take this content and project them into those social feeds that people are already spending time in.
Speaker ALike, that's where I think the real hurdle is for me and as a brand, I'd be focused on how do I create this content in one and then distribute it out to places where people already are.
Speaker ASo that's where I think the success of, of the live streaming or the proliferation of live streaming in the US is going to continue.
Speaker ABut all right, let's go to headline number three.
Speaker AWalmart is equipping its store associates with mobile AI tools.
Speaker AAccording to ChainStorage, the discount giant is providing a new suite of AI tools to store employees via its associate app.
Speaker AInitially available for overnight stocking, this technology is designed to provide associates with clear guidance on where to focus their efforts.
Speaker ABased on early results, Walmart says its team leads and store managers estimate that the AI solution has reduced the the time team leads spend planning shifts from 90 minutes down to 30 minutes.
Speaker AThe suite is now in pilot for other shifts in select locations.
Speaker AChris, are you pro or con?
Speaker AWalmart deploying mobile AI to help with restocking?
Speaker BOh, a hundred percent.
Speaker BA hundred percent.
Speaker BAnd it and particularly overnight restocking too, because, you know, having been a store manager, the one thing I can tell you, if you've got a store that's running an overnight logistics process, that is the number one thing you have to get right in that store.
Speaker BIf it gets wrong, you can be backed up for days, months.
Speaker BYou can even be backed up for Years, quite honestly.
Speaker BAnd until you get somebody in there that fixes the whole process and overhauls everything so, you know, as a place to test this and really work out the kinks, I think a hundred percent makes sense and I give kudos to Walmart for trying it.
Speaker ASo I think what, what I think is impressive here is when you think about when you have an extra hour for a team lead.
Speaker ANow we don't know if that's an hour a day, an hour per week, three hours per week, but I think when you think about where that team lead can now be focusing their time one on their associates and just checking in on the health and well being of their associates, how are things going?
Speaker AHow much more can they do?
Speaker ACan that team lead start helping unload trucks at night or helping doing stocking?
Speaker ALike, can they fill in the gaps if they need to?
Speaker AI think that's where the value is going to come from this, that Walmart's going to see is how much more productive and healthy can the strength of those teams be as a result of deploying technology like this.
Speaker AIs it as sexy as the gen AI?
Speaker ALike, you know, where do I, how do I return a product that doesn't have a receipt?
Speaker ALike, no, but I think that this is going to be the most, one of the most successful applications of AI that Walmart will see.
Speaker AAnd it's clearly working if they're rolling it out to this many locations.
Speaker BYeah, the only caveat I have is, you know, the proof's in the pudding in terms of how you actually do this.
Speaker BBecause at the end of the day, the overnight logistics teams are executors.
Speaker BThey're ones that take the orders and they get it done.
Speaker BAnd so you've got to figure out the right rub between directing them on what to do versus asking them to read and interpret too much data as well.
Speaker BBut you know, if they come in and they're like saying, hey, here's where you need to deploy your workforce today.
Speaker BAnd that's saving them time from a planning perspective, that's super valuable.
Speaker BAnd then the other key point is you've got to measure the actions that are being told against what the actions that are that are being taken.
Speaker BThere's a lot of these people in the roles too, have a lot of experience and have been doing these jobs a very specific way and they know some shortcuts to things that the organization doesn't.
Speaker BAnd so you got to still be able to allow that to happen or at least track it to understand, you know, whether the recommendations you're making are actually beneficial in the long run.
Speaker AWhat, what kind of revenue do you think that they're going to see from just like, number one, just having more product out on the shelves because they're prioritizing this?
Speaker AI mean, that's got to be pretty significant for Walmart.
Speaker AI would think once they are stopped, like they're able to restock and have more product out, which essentially would be the outcome of this, I would think.
Speaker BYeah, I don't know.
Speaker BIt depends.
Speaker BI actually think it's probably more of a workforce efficiency application here versus like a restocking or a being able to get more product on the floor.
Speaker BI'm sure getting more product on the floor.
Speaker BAnd there's all kinds of numbers that talk about that in terms of the value of getting product on the floor, which I'm always kind of questioning too.
Speaker BBut, you know, the fact that you're saving time in the planning, that means you can redeploy.
Speaker BYou can redeploy that workforce to something else.
Speaker BYou can get things done more quickly.
Speaker BSo maybe you don't need as many people on overnight logistics.
Speaker BAnd again, that's the biggest expense line for a retailer.
Speaker BSo I think it's more about that.
Speaker AOkay.
Speaker BAnd it's part and parcel than sales.
Speaker BSales will come provided that everyone's operating better.
Speaker BBut, you know, I think it's probably both at the end of the day.
Speaker BAll right, before we go on to headline number four, let's welcome Danielle of AWS onto today's program.
Speaker BToday we are introducing a new monthly segment where each month we will bring on AWS's Danele Stropa onto our program to hand out a new award we are calling Omnitalk's Retail Tech Startup of the Month.
Speaker BAnd the first award winner, let me tell you, folks, could not be more timely and apropos.
Speaker BBut before we award this month's winner, let's first introduce Danele.
Speaker BDanele is a worldwide technical leader 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 ADanielle, welcome to amitalk.
Speaker AWe're so excited to have you.
Speaker ALet's start first by just giving our audience a little bit of your background before we get into this month's award winner.
Speaker CYeah, well, thanks.
Speaker CThanks for having me.
Speaker CI'm really, really excited to be here.
Speaker CLooking forward to these segments and these awards as well.
Speaker CSo my role @AWS has two folds right on one side.
Speaker CI look at the industry trends, market signals, our customers feedback to drive that strategy, define the strategy, but then we go and implement with our partners in terms of what kind of solutions, what kind of challenges are our customers seeing and how can we best help them solve those.
Speaker CAnd then on the other side, I also work closely with our customers and our sales teams to then connect them, being able to advance the use of these partner solutions with their customers.
Speaker CI've been with Amazon now for a bit over 11 years and in this particular role for the last three and a half and as I said, really, really excited to be here.
Speaker CReally looking forward to these sessions.
Speaker BI can't think of a better person to partner with on this award each and every month.
Speaker BAll right, so I baited the hook.
Speaker BI teased it at the outset.
Speaker BWho is this month's inaugural retail tech startup winner?
Speaker CSo really excited to share that.
Speaker CThat would be Botify.
Speaker CBotify is an enterprise platform that helps brands, retailers really maximize their visibility across search platform and search engines and different platforms.
Speaker CAnd really what that means today in this changing environment is that they are able to be seen everywhere or able to be found everywhere.
Speaker AWhy is that so important in your mind right now?
Speaker ADaniele like what sets them apart from other providers?
Speaker CWhat we are seeing is a change in consumer behaviors, meaning that when consumers look for products, they start their shopping journey.
Speaker CThey don't necessarily start that anymore on a traditional search engine, but they rely more and more on generative engines like the perplexity or ChatGPT or Claude.
Speaker CAnd these platforms or brands need to be able to be visible on these platforms as well.
Speaker CAnd what Botify does that is different and quite unique is the fact that they go beyond the SEO and keyword tracking, meaning that they are able to not only understand what bots agents are doing on a brand's website, what kind of content they access, what kind of products they may be looking at, what kind of page they are trying to access.
Speaker CBut then they're also able to give customers an understanding of what content is valuable, what content is visible and not visible, especially so brands, then they can act on that and make sure that the content that they want to be seen is actually seen is actually discoverable.
Speaker BAnd Daniela, what are the long term implications of this technology when we step back and think about it across retail?
Speaker BAnd why do you think it's so important to highlight this particular star as our first retail tech startup of the month?
Speaker CYeah, I think there's two aspects here.
Speaker COne obviously is for the brands to be able to be seen so brand recognition, but also increase revenue, increase profitability as the traffic keeps on coming, keeps on coming to the brands and to the retailers.
Speaker COn the second aspect is also optimizing the cost, optimizing the operational cost.
Speaker CBotify also allows you to serve content in a more serve optimized content to the bots so that your infrastructure cost is also optimized and is also reduced.
Speaker CSo these two are important aspects, important impact on businesses that Botify is enabled.
Speaker BAll right, thank you Daniela and thank you to and congrats to Botify for being named our first retail tech startup of the month.
Speaker BHeadline number four.
Speaker BHB is piloting autonomous vehicle delivery in Austin.
Speaker BAccording to Grocery Dive.
Speaker BH E B has partnered with autonomous vehicle maker Avride, which is headquartered in Austin for the pilot.
Speaker BThe bots have a delivery radius of roughly 1 mile and service customers living in the Austin Mueller district of the city.
Speaker BHopefully I said that right.
Speaker BMueller or Miller, I don't know.
Speaker BAnd you know, with the pilot customers, I don't know that much about Austin.
Speaker BBelieve it or not, with the pilot, customers can get 10 small items delivered by the bots between 11am to 7pm daily.
Speaker BThe bot uses sensor sensors, lidar and cameras to navigate and has cameras that blur sensors.
Speaker AThe combination of lidar and it is.
Speaker BYeah, we should just call that sensors.
Speaker BIt has copyright 25 and the cameras blur faces and license plates to ensure privacy according to the company.
Speaker BWow, who knew that that was even a thing?
Speaker BThe robots travel up to 5 mph and can cover 31 miles on a single charge.
Speaker BAnd on past shows you haven't been the biggest proponent of small lot autonomous robot delivery.
Speaker BDoes the fact that H E B is now trying this change your opinion at all?
Speaker AI mean it definitely caught my attention is why I thought this headline was worthy of being in the Fast five.
Speaker AI mean it's not often we hear a retailer, especially a conservative retailer when it comes to technology innovation like H E B testing autonomous vehicles.
Speaker ALike it's this is like an Amazon or a Walmart story for sure.
Speaker AAnd while I don't know much about Austin, I did do a deep dive on Google Maps into the surrounding community around, around this particular H E B store.
Speaker AAnd this particular location for them does make sense.
Speaker AThere's a hospital, there's a giant sports complex, there's a small residential neighborhood, there's hotels, there's retirement communities.
Speaker ASo within a one mile radius, yes, an autonomous, you know, vehicle that can deliver 10 items or less makes complete sense.
Speaker AI don't know how this scales to the rest of the H E B locations because when I First read the mile radius.
Speaker AI was like, does that even get you out of the parking lot of H E B?
Speaker ALike, they're so massive and they're in these like, right out, like suburban locations.
Speaker ASo that part to me is, is still a little mystifying.
Speaker ABut I think from HBS perspective, like, if it makes sense for you to test this out in a smaller, more urban, you know, environment around your stores, go for it.
Speaker AI don't think they're going to see any long term.
Speaker ALike, I don't think we're going to see these rolling out of HBs everywhere.
Speaker BSo you think this is like a one and done?
Speaker BThis is a flash in the pan?
Speaker AI think so.
Speaker AI think so.
Speaker AI mean, I think it's just, it's a, it's H E B getting in the news for doing something innovative.
Speaker ASo that's worth noting to me, which.
Speaker BH E B doesn't necessarily need to do either.
Speaker BThat's what's so interesting about this.
Speaker BI mean, ETB is like one of the best run grocers, if not the best in the country.
Speaker BBut I mean, I kind of, I kind of think this is silly.
Speaker BI think it, I think this is just got through the media, you know, got out in the media.
Speaker BAnd it was probably just the benefit of some hard work of some individual inside HCB that got someone to approve this test.
Speaker BBecause I just don't see it in the long run.
Speaker BYou've got drone delivery as an option.
Speaker BYou've got the limitations of this.
Speaker BLike we've talked about on the show a lot of times, one to one delivery just doesn't always make that much sense.
Speaker BEven with drones, it's an issue.
Speaker BAnd then you've got like the autonomous, you know, vehicles in general, you know, growing in usage, both from taxis.
Speaker BSo if we get taxis online and then we get delivery vehicles online and we figure that out, like, it seems like that's a better way to go in the long run.
Speaker BSo this just, I, I came up the word garminized and this feels like it's going to be Garmin out at some point, you know, like Garmin, the Garmin GPS systems, you know, like it's.
Speaker AGoing to go the way, it's going.
Speaker BTo go the way of Garmin, you know, because like, it's just something that doesn't feel, you know, ultimately that valuable in the long run.
Speaker AWhat do you think they were thinking?
Speaker ALike, how does somebody approve this?
Speaker ALike, do you see any potential for like an H E B future of using these in real life?
Speaker BI don't know, my, my hunch is maybe that the, the, the avride came in and said hey, we'll give you a smoking deal if you start piloting us.
Speaker AAs we said, they're an Austin based company, right?
Speaker AYeah, yeah.
Speaker BWe need a place to test this and prove out the model.
Speaker BSo this is the, yeah, kind of the inside baseball and potentially how some of this works we have no idea.
Speaker BBut I don't know.
Speaker BThat's, that's just my take.
Speaker AAll right, let's head on to headline number five.
Speaker AAmazon is testing tighter grocery bundling for same day deliveries.
Speaker AAccording to Geek Wire, Amazon is making a more concerted effort to get customers buying groceries online as they shop on the tech giants main shopping storefront.
Speaker AAfter loading up an online cart on Amazon.com and clip clicking Proceed to checkout instead of taking shoppers to checkout, Amazon shows a page with more than 100 grocery items that can be delivered same day.
Speaker AAmazon told GeekWire quote, We're currently iterating on new experiences that make it easier for customers to shop for fresh groceries alongside the millions of items available for same day delivery.
Speaker AEnd quote.
Speaker AChris, do you think this tactic will convert more shoppers to Amazon Grocery?
Speaker BOh man, I'm dying to hear what you think on this one.
Speaker BI, I, I don't think so.
Speaker BI don't think there's any chance in hell and I, I, I don't think this is how people actually shop for groceries.
Speaker BIt may take a chunk out of the convenience store market to a degree.
Speaker BYou know, like hey, I need a quick add in but, but being a long term bridge for making Amazon the primary grocery destination for many shoppers, that's just a quote unquote bridge too far for me I think and is what I'd say because like in the, the author of the article's example, he like did this when he bought an SD card.
Speaker BLike that's just not how I shop for groceries.
Speaker ARight.
Speaker BYou know, and I'm so that's not gonna actually make me go oh maybe I should just get all my groceries from Amazon.
Speaker BI don't think so.
Speaker BIt's, it's just a hard thing to disrupt.
Speaker BEspecially with that local grocery trip habit that we all make to the stores and that the pandemic showed we all really wanna make at the end of the day.
Speaker BSo that's my thing.
Speaker BI don't, I think this is just more like okay, yeah, whatever Amazon, try it as much as you want.
Speaker AYeah, I mean I think there's the intent issue, like what are you going to Amazon to get and people, it's rare that they're like, I need apples and an SD card at the same time.
Speaker ALike, that's just not natural behavior.
Speaker ANow do I think this costs Amazon anything to try?
Speaker ALike they're putting up an interstitial page.
Speaker ALike, okay, I guess you can collect data from that.
Speaker ABut I think you look at even how hard Walmart's trying just to get people to realize, like with the whole who Knew Campaign.
Speaker AYeah, we have groceries, Same day delivery, one hour delivery.
Speaker AWe have TVs, saunas, like whatever you need.
Speaker ALike, like you're, I think you're totally right in saying, like, that's just not the mindset and intent that people are in when they're going to Amazon.
Speaker AAnd I think, you know, Walmart here is just much better positioned because people are already going there for groceries and, and it makes sense at that point to be like, oh yeah, I need toilet paper or paper towels or whatever.
Speaker ASo I, I, I think poor Amazon.
Speaker AYou still have a, you still have.
Speaker BA grocery, Amazon's grocery.
Speaker BWe haven't had a, we haven't bought at Amazon about grocery store.
Speaker BYou're right though.
Speaker BI mean it's basically just they've changed the recommendation engine to serve up cucumbers and apples.
Speaker BThat's basically what I took from this article.
Speaker BAnd you're right, like Walmart has a much better likelihood to win in that recommendation engine battle and it's not going to change the habits over time.
Speaker BThat's a great point.
Speaker ANo.
Speaker AAll right, well, let's go to the lightning round.
Speaker AQuestion number one.
Speaker AChris Olipop partnered with Amazon Ads to drop 5,000 exclusive VIP boxes for 5 cents each on Amazon starting June 30th.
Speaker AEach box includes seasonal Olipop flavors and branded merchandise, which Olipop is hoping that they can give people in exchange for social posts from their regular everyday consumers instead of influencers.
Speaker AIf you were to influence for free for one brand, if they sent you a box of their greatest products, what brand would you choose?
Speaker BOh man, I'm not aiming very high on this one, but I think I'd pick Twix because it's only candy with the cookie crunch.
Speaker BLike I just love the cookie crunch of a Twix bar.
Speaker ASo you would fresh Twix bar give content for like a $twix bar?
Speaker BYeah, for sure.
Speaker BNo, not a dollar, but like a gross annual caseload 100.
Speaker AOkay, so you're checking.
Speaker AThis is not, you're not doing the 5 cent box full of Twix on Amazon you're just.
Speaker BI probably still would do it.
Speaker BAnd I mean, I'm a cheap date, you know.
Speaker BAll right, the next one.
Speaker BThis one comes courtesy of Omnitox superfan John Sedevy.
Speaker BAnd this summer, Jimmy John is turning up the heat and serving up the ultimate beachside pairing.
Speaker BA satisfying sandwich in one hand and a steamy story in the other.
Speaker BWith any sandwich or wrap purchase.
Speaker BWith the use of promo code, Beachhead fans can unlock access to the Blade and the Brine, a custom two part Romantasy audiobook narrated by none other than White Lotus Star and Heartthrob.
Speaker BI guess he's a heartthrob now.
Speaker BWalton Goggins.
Speaker BIt will make you toss your paperback aside and order faster than you can say meet cute.
Speaker BAll right, and what is the steamiest romance novel you've ever read?
Speaker AI mean, wait for a second, like I'm supposed to order a mayonnaise filled sandwich in one hand and then be thinking of reading a steamy romance novel.
Speaker AThat sounds disgusting to me.
Speaker AI can't get past it.
Speaker BEver seen Nine and a Half Weeks?
Speaker ANo, no, no, no.
Speaker AI.
Speaker AI'm not really one for the steamy genres, so I know there's a lot of really good ones out there, but the last ever read one.
Speaker AYeah, I used to read them when I worked at the corn stand because that was all that we had, were like old Danielle Steele novels.
Speaker ABut.
Speaker ABut the last one I probably read was like the Twilight series and that was probably as racy as I get.
Speaker AI'd rather I get more turned on by books about business startups than I do about, about.
Speaker BYeah, that's not even steamy.
Speaker BThat's like a.
Speaker BThat's not even like a boil.
Speaker BThat's like a simmering pot of water.
Speaker BThe Twilight series.
Speaker BYeah.
Speaker ASo, all right.
Speaker AChris Unilever just acquired Dr.
Speaker ASquatch, the bar soap and male grooming products company that's very popular with Gen Z.
Speaker AAre you more of a bar soap or a body wash guy?
Speaker BOh, interesting question.
Speaker BYou know, I used to for years be 100% the bar soap guy, but I think like 3.
Speaker ALike soap on a rope inside something or just straight up?
Speaker BNo, straight up bar soap.
Speaker BYeah, you know, like Dove, Ivory, Irish Spring.
Speaker BYou know, they've all gone through the turntable here, the shower turntable, over the course of years.
Speaker BBut now I think three or four years ago, I made the permanent switch to body wash.
Speaker AOkay, what's your body wash brand of choice?
Speaker BI use like the dove sensitive skin and because, you know, I got really sensitive Skin that I have to protect.
Speaker AOkay.
Speaker BYou know, it's.
Speaker BIt's very important to me.
Speaker BNo, I don't have a loofah.
Speaker ASo you're just squirting the body wash in your hand and you're not lathering or anything?
Speaker BOh, yeah, no, I got to get some lather.
Speaker BLike, you got to lather it up.
Speaker BYou know, you got to get a good lather going.
Speaker ASo you're going through body wash like crazy.
Speaker BYeah, yeah, probably.
Speaker BYeah.
Speaker BI mean, I probably shower two or three times a day.
Speaker AJust no loofah.
Speaker AYou don't want.
Speaker BNo, no, no, no loofah.
Speaker BNo loofah.
Speaker BNo, that's.
Speaker BThat's too.
Speaker BYeah.
Speaker BThat reminds me of Caddyshack with the loofah scene.
Speaker BBut anyway, Tombstone is launching a french fry style crust pizza with a crispy potato based crust.
Speaker BIt's available in two varieties and loaded bacon, cheddar, and chili cheese.
Speaker BTwo questions for you to end the show.
Speaker BWhy has no one ever thought of french fry pizza before?
Speaker BAnd which of the two varieties are you most likely to try first?
Speaker AIs this like a gluten free play or something?
Speaker ALike they're trying to come up with an alternative gluten free crust.
Speaker BIt may be.
Speaker BI don't know.
Speaker BYeah, that's a good question.
Speaker AYeah, I'm surprised.
Speaker AI mean, there's been tachos, Tater tot nachos.
Speaker AI mean, you've got baked potato pizza, like, I don't know why Cauliflower pizza, right?
Speaker AYeah.
Speaker APut it in the base.
Speaker AI would probably say the.
Speaker AThe bacon and cheddar.
Speaker AOne chili cheese just never.
Speaker AI.
Speaker AUnless it's a homemade chili.
Speaker AI don't ever want chili cheese anything.
Speaker AI think that's.
Speaker AThat scares me.
Speaker BYeah.
Speaker BDo you like pizza and french fries as a combo?
Speaker AI don't know.
Speaker AI don't ever.
Speaker BI love it.
Speaker BI love it.
Speaker BIt's like one of my favorite.
Speaker ALike, you put the french fries.
Speaker BNo, just like eating them side by side.
Speaker BSo I feel like you're now mashing it up and it tastes.
Speaker AIt potentially has a lot of potential I'm aware of.
Speaker BYeah.
Speaker BI mean, it's full of carbs.
Speaker BAnd then if you get beer, it's like, good night.
Speaker BGood.
Speaker BGame over.
Speaker AYeah, that's going to be a heavy, heavy load in your.
Speaker AIn your stomach for sure.
Speaker BIn your stomach.
Speaker BQuarter the show there.
Speaker BAll right.
Speaker BHappy birthday today to Ricky Gervais, Carly Simon and to John Benjamin Hickey, AKA Becca's dad from Pitch Perfect.
Speaker BAnd remember, if you can only read or listen to one blog in the business, make it on Me Talk, the only retail media outlet run by two former executives from a current top 10 US retailer.
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Speaker BYou can follow us today by simply going to YouTube.com omnitalkretail so until next week, on behalf of all of us here at Omnitalk Retail, as always, be careful out there.