Walmart’s ‘Dinner Tonight,’ Sephora & Lyft, Plus A New Grocery App That May Disrupt All | Fast Five
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:
- Walmart’s “Dinner Tonight” platform launch – The retail giant’s one-stop meal solution that lets customers type “Dinner Tonight” or “easy dinner” to access one-click baskets, recipe hubs, and shoppable lists, complete with deli and bakery delivery options. (Source)
- Amazon’s 15-minute grocery delivery partnership with GoPuff in the UK – The ultra-fast service has expanded from Birmingham and Salford to major cities including London, Manchester, Liverpool, Leeds, Cardiff, Bristol and Sheffield, offering 24/7 grocery delivery through GoPuff’s micro-fulfillment network. (Source)
- Staples pivoting to services for business relevance – The office supply retailer is driving foot traffic through printing, shipping, passport services, and a new Verizon partnership to sell phones and devices in-store, with about 945 locations serving roughly 90% of the U.S. population. (Source)
- Sephora’s “Delivered to Beauty” partnership with Lyft – The beauty retailer offered $20 Lyft credits for rides to select stores in NYC, LA, San Francisco, Chicago, and Seattle during July 7-10, with customers receiving in-store guidance and $10 off purchases over $50. (Source)
- Grocery Dealz app launch as the “Gas Buddy of grocery” – The new Dallas-Fort Worth based app allows shoppers to compare grocery prices across supermarkets and build carts, with plans for statewide Texas expansion and eventual national rollout. (Source)
Plus: This month’s OmniStar award goes to Tracey Brown, EVP and Chief Customer Officer at Walgreens, for becoming a licensed pharmacy tech and working weekend shifts to better understand operations and accelerate change.
There’s all that, and we even hit on spicy McMuffins, furniture eulogies, and the new dating trend called “Banksying.”
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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Speaker ALearn more@ocampocapital.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 podcast the 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 Omnitok 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 July 9, 2025.
Speaker AI'm one of your hosts and mazinga.
Speaker BAnd I'm Chris Walton and we are.
Speaker AHere once again to discuss all the top headlines from the past week making Waves in the world of omnichannel retailing.
Speaker ABut Chris, what our listeners most definitely care most about is if you are in fact now the sausage king of Edina, Minnesota.
Speaker AHow did the brats turn out?
Speaker BI would, I definitely was not the sausage king of Chicago.
Speaker BAnd I think actually probably the most appropriate term is the gastroenteritis king of, of of Minnesota because I think I gave my wife mini food poisoning because of an uncooked bratwurst, which I don't know.
Speaker BI don't know why I can't figure out how to use a meat thermometer.
Speaker BAnd I stick the meat thermometer in, it says it's well done.
Speaker BAnd then they eat it and it's like raw.
Speaker BI just, I just, I don't know.
Speaker BI just cannot ever get a meat thermometer to work.
Speaker BSo if anyone has any meat thermometer tricks, let me know.
Speaker BLike, am I putting it in too early?
Speaker BDo I need to let it sit?
Speaker BI don't, I don't know what I'm.
Speaker ADoing, but I have no idea.
Speaker BI cannot help you on I feel Saturday for her.
Speaker AI feel like you need to remember that guy we interviewed from the thermometer company and outdoor thermometer.
Speaker BYes, I know.
Speaker BI feel like you or whatever it is.
Speaker AYeah, I think you need to like send a message to him and get the, the download on like what you're missing because my, my guess is that guy can give you an answer.
Speaker BYeah, he probably does.
Speaker BHe probably has like a step by step technique that is, is, is very, very helpful to.
Speaker AWhat about a YouTube video?
Speaker ADid you watch a YouTube video?
Speaker BI'm sure there, I'm sure there's things I.
Speaker BAnd just a question of how much time do I want to invest in this, but I guess when the health and safety of my family is involved, I probably should.
Speaker BHow about you?
Speaker BWere you the chicken wing king?
Speaker BThe wing.
Speaker BThe wing king of the wing Master.
Speaker ANo, I was not the wing, but I did make a wonderful burrata salad that went over very well.
Speaker ASo I think.
Speaker AAnd some avocado breakfast toast.
Speaker ASo, yes, that, that went swimmingly.
Speaker ABut we had some really good.
Speaker AYes, yes, really good.
Speaker BPut some sea salt on those tomatoes.
Speaker ASea salt.
Speaker AMade a little like basil, olive oil.
Speaker ADrizzle it.
Speaker AWonderful.
Speaker ASo, yes, we had a great, we had a great time and the, the hot sauces were great.
Speaker AThis year, like, my sister curated her own selection from the Hot Ones.
Speaker AHighly recommend you go to that website and do the same thing.
Speaker AIt's really wonderful.
Speaker AYou don't have to Pick the box.
Speaker AYou can pick your own levels and they say like this is the 1 through 10, you can pick from these.
Speaker ASo, so the, the Thai chili and there was a Polish hot sausage inspired hot sauce that was extraordinary.
Speaker ASo those two were the clear winners.
Speaker AYeah.
Speaker BWow.
Speaker BI wonder how many people it takes to put in, to put that sauce in that bottle.
Speaker BAnyway, all right, and let's get to this.
Speaker BShould we get this show going after that?
Speaker BWhich I'm Polish fans, so yes, yes.
Speaker BI love Polish jokes.
Speaker BAll right, well, we got to get started this weekend with this month's Omni Star.
Speaker BYes.
Speaker BFor those new to the, new to the podcast, our Omnistar Award is the award we give out each month in partnership with Corso to recognize the top omnichannel operators out there.
Speaker BNot the pundits, not the so called experts, but the real life retail operators making a difference in their organizations.
Speaker BCorso's AI co pilot coaches retail leaders to optimize store performance at every level, transform retail operations from data overload into data power load.
Speaker BAnd congratulations to our friends at Corso2 and for closing their series B round recently.
Speaker BThis week too, huge news for them.
Speaker BAnd yeah, they're on a roll for sure.
Speaker BBut this month, Dan, we are excited to give the Omnistar Award to Tracy Brown, the EVP President and Chief Customer Officer at Walgreens.
Speaker BNow, I'm sure some of you might be asking, why would you, why would you do this?
Speaker BWhy would you do this, Chrissy?
Speaker BDan?
Speaker BWell, because Tracy is doing what we love here at Omnitok.
Speaker BShe is eating what she cooks.
Speaker BAccording to a recent LinkedIn post that caught our attention, Tracy became a licensed pharmacy tech.
Speaker BAnd for the past several months.
Speaker BThis is so cool.
Speaker BRight?
Speaker BAnd for the past several months has been working in Walgreens pharmacies on the weekends as a better, as a, as a way, excuse me, to better understand and to accelerate change.
Speaker BSo I love that, man.
Speaker BShe's, she's like working in the pharmacies on the weekends.
Speaker AThat's exceptional.
Speaker AI mean, yeah, not everyone can do that, Tracy, but wow, wow.
Speaker ASo impressed by your dedication to your teams and to really understanding what's going on.
Speaker AI'm sure they appreciate that too.
Speaker BYeah, yeah.
Speaker BAnd Tracy's a frequent liker and follow of our work too.
Speaker BSo shout out to her and congrats to her for being named this month's Omni Star.
Speaker BAll right, in this week's Fast Five, we've got news on Amazon's national UK partnership with GoPuff, how Staples has made service a key piece of its business, Sephora working with Lyft to deliver customers to its stores and a new grocery app called Grocery Deals deals with the Z. I know you like that ad that allows for real time price comparisons but we begin today with big news out of Walmart because I feel like Dinner Tonight I feel like dinner Tonight.
Speaker AAnd oh my God.
Speaker AHeadline number one.
Speaker AWalmart is attempting to answer the age old question what's for dinner?
Speaker AIf you didn't get catch that from Chris's like version of the jingle I feel like Chicken Tonight.
Speaker AAccording to Progressive Grocer, Dinner Tonight, which launched in early June, is a one step platform on Walmart's website and app that aims to be a total meal solution for shoppers.
Speaker ACustomers can simply type in Dinner Tonight, easy dinner, easy meals or be routed directly to the landing page.
Speaker ADinner Tonight features one click baskets with everything from spaghetti and meatballs to tacos and stir fry as well as a recipe hub, shoppable lists and global meal inspiration.
Speaker ACustomers can also use the platform to shop for hot rotisserie chickens, wings and favorites like berry Chantilly cake to be delivered directly from Walmart's deli and bakery.
Speaker AChris, what's the verdict on Walmart's Dinner Tonight platform?
Speaker BChantilly I I actually love this an I don't know if you tried it out but did you try it out yesterday?
Speaker BI tried it too.
Speaker BYeah and it's pretty slick.
Speaker BLike you preload your delivery time which is kind of cool.
Speaker BLike I wasn't expecting that to do that.
Speaker BAnd then you can one click anything you want from recipes to ready made meals to heat and eat options like it's all available to you and I think that's great because it hits on a need state of what do I want to do for dinner?
Speaker BBecause you know, and it's in the moment too which is long made meal kit options kind of impractical and wasteful at the end of the day because you have to pre order all that stuff in advance.
Speaker BThen you're like I don't, I don't want chicken Kiev for dinner tonight.
Speaker BRight.
Speaker BLike that's just not, not something I'm in the mood for.
Speaker BSo this, this changes that.
Speaker BAnd the other point I would make is I could see the way it works.
Speaker BI could see people using it habitually.
Speaker BBut the thing I love most about it and is I go back.
Speaker BIt goes back to a prediction I made in 2018 where I said meal kits were going to go the way of the dodo bird and I called them in Forbes the equivalent of the stylus on the Palm Pilot.
Speaker BBecause an actual grocery store is a meal kit when you think about it, when it's supercharged with technology and technology can just do it better.
Speaker BSo that's what Walmart is doing here.
Speaker BThey're taking the idea and they're making it better.
Speaker BAnd so kudos to them and I love them yet again for what I think is a, is a, is a platform with a lot of potential here.
Speaker BJust depends on how they, how they manipulate it over time.
Speaker AI think potential is the key word here.
Speaker AI mean, looking at it right now, there's nothing revolutionary about this.
Speaker AIt's, that's the same thing that you see on a lot of sites, with the exception of how the they're going through and you're planning your time.
Speaker ABut if you just go to dinner tonight, like, yes, there's a recipe hub.
Speaker AYes, yes, there's, you know, there's, you can pick heat neat meals, like a lot of retailers are doing this.
Speaker ABut I think what is interesting about this is number one, the speed.
Speaker ANo grocer can match this speed.
Speaker AAnd this collection of recipes right now, like Walmart can, I mean it.
Speaker AAnd, and on top of it, which I think is even better, is like when I, what I did yesterday was ordering all of these things, plus a few of essentials.
Speaker ALike, my kid needed sunscreen, an extra bottle of sunscreen.
Speaker ASo it's like, oh, all of these things that truly make sense to happen in this one moment.
Speaker AAnd what I love even more is that I think Sparky is not even integrated into this yet fully.
Speaker ALike, you have to go to a different place to ask Sparky a question, but it is serving up the content.
Speaker ASo if you went to Walmart and you're like, what's for dinner tonight, Sparky?
Speaker AIt'll pop up.
Speaker AThe key thing here is that not only will that pop up on if you're on Walmart.
Speaker ACom searching for it, but when more and more people are going to chatgpt asking the same question, question, what's for dinner tonight?
Speaker AWalmart will be showing up there.
Speaker AThese recipes will be showing up there.
Speaker AThey've done all the right things to connect all the dots here so that you make sure that you're showing up and you're going to pay off that experience tenfold once people realize, oh, wow, I can, I can get this to my house in an hour or less.
Speaker AHitting on that that needs state that you talked about earlier.
Speaker BYeah, I mean, I wonder, I wonder if it actually isn't a more budget friendly Way to actually do your grocery shopping too.
Speaker BLike when you're just buying your dinner in the moment every day for what you feel like you and your are going to want to eat and you're paying the fee for Walmart plus but then you get the delivery, you know, at a, at a, you know, reduced rate and so like you know, you're not wasting food anymore either.
Speaker BSo like I, I think this is, this is great for both income stratas which Walmart is killing at.
Speaker BThey're killing it, you know, the traditional customer that they have and then expanding it into people, you know, with the higher income echelons for the reasons that you, you described.
Speaker BSo yeah, I think it's great.
Speaker BAll right, headline number two.
Speaker BAmazon has rolled out 15 minute grocery deliveries to cities across the UK after striking a national partnership with rapid delivery firm Gopuff.
Speaker BAccording to a retail gazette, the ultra fast service First Child in Birmingham.
Speaker BBirmingham, like I said, Birmingham and I do trying to pull out my Ben, my best Ben Miller impersonation and Salford in May is now available in cities including London, Manchester, Liverpool, Leeds Green, Cardiff, Bristol and Sheffield.
Speaker BIf you're keeping score at home, Amazon customers can now order groceries, cleaning products, baby supplies and alcohol 24,7 via a retailer's website or app.
Speaker BWith delivery speeds of as little as 15 minutes in some areas.
Speaker BThe move is powered by GoPuff's network of micro fulfillment centers strategically located close to customers to enable near instant delivery.
Speaker BThe tie up adds the online giant's growing roster of grot grocery partners including Morrisons Co Op and Iceland, as the e commerce giant steps up its focus on convenience and speed in the competitive UK grocery market.
Speaker BAnd my question for you, do you think Amazon's UK partnership with GoPuff says more about the state of Amazon or the state of Gopuff?
Speaker AI mean I immediately thought like what's poor Gopuff like?
Speaker AThey must be in some dire streets here that they're just like, well we're just going to white label for Amazon now like it's a business model.
Speaker ABut it certainly is quite a departure from where they were, you know, two or three or however many grocery shops ago that was where they were on stage talking about how they were going to dominate the delivery space, especially the rapid delivery space.
Speaker ASo for me I, I question what this does for Gopuff in the long run because they are losing all the customer data to Amazon.
Speaker ALike the, all the, all the value of this is going away.
Speaker AAnd so it just seems like, can the Gopuff model still sustain itself on just being a white label delivery provider and especially when you think about who we're talking about here now with Amazon.
Speaker AAnd I think that's the question that I have, like, do they get to test the logistics and the validity of 15 minute delivery and the need here without building their own network?
Speaker AYes, this is a huge value to them, but I have to imagine that once they figure this out, they're just going to learn everything from Gopuff, replicate it for themselves in some way and then either figure out it, A, it's not financially feasible, we're going to shut it down, or B, we'll just do this better ourselves.
Speaker AI, I don't see this as like a lasting partnership.
Speaker ABut what do you, where do you land on it?
Speaker BWhat do you think that that's interesting.
Speaker BAnd one point, one point of clarification for the audience too.
Speaker BIt was a little unclear, like how this is actually from the article is a little unclear on how this actually shows up on Amazon.
Speaker BLike I'm, I think given the allusions to Morrisons and co op and stuff, like, I think it probably shows up as like on their marketplace, like Gopuff is the vendor, but I don't, I don't know for sure.
Speaker BSo I don't know if.
Speaker AYeah, you know it said that you go to Amazon, right?
Speaker AYou go to Amazon.
Speaker AYou.
Speaker BYeah, you go to Amazon.
Speaker BSo.
Speaker BYeah, yeah, so.
Speaker BBut it's hard to tell.
Speaker BSo, but I think, you know, I think it says a lot about both, but I think it says more about Amazon.
Speaker BYou know, for Gopuff, you know, it's like you're saying they can't make it alone.
Speaker BThey need, they need the scale to make their delivery model even work at a profit, from a profit perspective is my guess, which is not a surprise to anyone.
Speaker BFor Amazon though, like, I think there's some interesting angles here which I potentially disagree with you a little bit, or not disagree with you, but I think there's some extensions here that we have to think about.
Speaker BI mean, it tells me they're definitely taking the marketplace approach in the uk, you know, which again, like we've asked on the show, like, why are the grocers signing up for this?
Speaker BThat's my number one question, like, why are you giving Amazon this position of strength?
Speaker BBut number two, why is Amazon having so much trouble going direct and establishing a grocery foothold in the market, similar to the trouble they're having over here in the States?
Speaker BSo that's the one thing where I'm like, okay, can they ever really go Direct.
Speaker BI mean, if they're doing this, like, you know, they're, they're using the marketplace partners to help them reach the market.
Speaker BBut like the idea of going direct eventually, I don't know if that's their game because.
Speaker BAnd we'll talk about this more in headline 5.
Speaker BI'm wondering if they're actually setting this up more for like an agentic AI play where they have the stable of grocers online and then they can, you know, mix and match people and delivery times and expectations to that for them.
Speaker BAnd they're kind of saying, you know what, we don't want to be in this logistics game, especially in this market, but let's start thinking about the next wave of how customers are going to interact for groceries with us and let's start to put in the infrastructure for that.
Speaker BAnd we'll talk more about that in Headline five particularly.
Speaker BBut, but I think that's, that's potentially the one thing I'm like, maybe there's like a different endgame here that just isn't as obvious.
Speaker AI hadn't thought about that.
Speaker ASo you think that Amazon.
Speaker ASo Amazon would be like taking multiple groceries orders for different things.
Speaker AYou just order it all through Amazon and then it all arrives at different times based on when they're doing the pickups.
Speaker BYeah, especially when you think about the value of Amazon, which is always about selection and price.
Speaker BSo you get the agentic AI agents working for you to do your grocery shopping and you can find the lowest price of whatever item you're looking for and has the selection and can get you the delivery speed that you want too.
Speaker BDo you want 15 minutes?
Speaker BYou want next day?
Speaker BYou want, you know, two day, whatever it is?
Speaker BI think that's potentially the idea here that I think, you know, I think it's something we need to be thinking about more consciously than we probably are when we read the headline, you know, just on its face value.
Speaker ARight, yeah, hadn't even thought about that.
Speaker AIt's one of the beauties of doing.
Speaker BThis show, having epiphanies in the moment and having something like an epiphany in the moment.
Speaker AYes, yes.
Speaker AAll right, well, let's go on to headline number three.
Speaker AMaybe another epiphany will be here.
Speaker ANot so sure, though.
Speaker AStaples appears to be angling for new relevance with services on top of office supplies.
Speaker AAccording to modern retail other than pens and computer paper, business retailer Staples says these days they derive traffic from services like printing, shipping and passports.
Speaker AChris.
Speaker AMost recently this includes a pilot with Verizon to sell phones and devices in store, plus business specific services like Internet and phone plans.
Speaker APresident of Staples US Retail Marshall Warkington said that the company introduced the partnership with Verizon in five stores earlier this year and will expand it to 30 more stores later this summer.
Speaker AOnce a mainstay of the Fortune 500 list, Staples lost ground in the office supply sales during the mid 2010s amid competition from e commerce players.
Speaker AAn attempt to acquire Office Depot and Office Max in 2015 failed on antitrust grounds and and the company then pivoted to a B2B strategy and was bought by Sycamore Partners in 2017.
Speaker AAs a private company, Staples doesn't share revenue or profit figures, but its future relies on its ability to provide business services out of about 945 locations that are within roughly five miles of 90% of the US population.
Speaker APrinting is still the main driver for the and they can print from the design service Canva, which allows users to pick up items store.
Speaker AIn 2022, it introduced same day passport photos and processing services, and about 200 stores also offer TSA pre check enrollment, yielding about 1 million approvals a year.
Speaker AChris, that was a lot of information.
Speaker AAre you buying the services salvation story at staples?
Speaker BAbsolutely not.
Speaker B100%?
Speaker BNo.
Speaker BI'm not buying it one iota ann.
Speaker BAnd the reason for that is pretty simple for me.
Speaker BLike if your core business, as the article says, is still printing, that's a dying business.
Speaker BLike at the end of the day, there's no two bones about it.
Speaker BIt's a dying business and the services that you're offering that you're purporting are helping you.
Speaker BPassport photos, TSA pre check, and mobile phone activations particularly.
Speaker BThose are the three that were called out the most.
Speaker BThey're all one offs and have nothing to do with printing.
Speaker BAbsolutely zero to do with printing.
Speaker BSo long term there are many competitors in all of those spaces and other options.
Speaker BWhich means the customer acquisition cost for these services will be relatively higher for Staples than it will be for other people while your printing business is still dwindling.
Speaker BSo no, I'm selling this.
Speaker BIt sounds like a completely crafted narrative to make Staples sound better than it potentially is.
Speaker BThat's that's my take, and I hate to be blunt, but that's what I feel.
Speaker ALuckily no one is holding stock in this company right now, so they don't have to be too worried about just the private investors.
Speaker AThe private investors.
Speaker ABut so I when I read this story, it reminded me of a conversation that I had with the President Of Office Depot, Kevin Moffitt back at Etail, we were talking about, you know, I asked him this question point blank and I was like what, why are you still relevant?
Speaker ALike what's, what is, what needs are.
Speaker AThe Office Max is an Office Depots of the world still serving.
Speaker AAnd while I agree with you that there will be burnout and he, he agreed that like their businesses is evolving quite a bit, he still sold me on the value that they're providing small businesses.
Speaker AI do think that we're in, we're in a slow phase out of the mass printing like we used to see the, you know, the copying paper and all the things like that.
Speaker ABut I do when he explained to me like they have the fastest in store pickup buy online pickup in store of anyone in the world, he said, so within 20 minutes or less you can go to an Office Depot, you can get the things that you need and to be within five miles of 90% of the country, like there is still some value there.
Speaker AFor a lot of the small businesses that do depend on them as their one stop shop.
Speaker AIt's their printer, it's their, you know, shipping location, it's, it's the place that they can go and do all the things in one place.
Speaker ABut I do agree that eventually we will find new ways of doing this.
Speaker AThe, the menu example, printing off new menus every day like that will likely go by the wayside.
Speaker ASome, something will change there.
Speaker ASo I don't, I don't think I'd be putting my money on this one for the long term.
Speaker ABut I do think it's going to be a bit more of a stock slow burn than, than most of us would expect.
Speaker BYeah, it's, I mean it's a smart, it's a smart pitch and a smart way to try to get extra business like get TSA pre check applications going through your store.
Speaker AAnd they do get a lot like Office Depot and Office Max do that too.
Speaker AAnd he said it's crazy like the amount of volume that they get.
Speaker ABut you know, I'd rather go there.
Speaker BThan the airport for 100%, you know, I mean if I'm a retailer listening, I'm like why are, why, why not, why aren't I doing that too?
Speaker BLike if I'm Costco or some Sam's Club or whatever, like why aren't I doing that?
Speaker BWhy am I letting this business go to go to the, go to Staples like people are in my store more often.
Speaker BWhy aren't I setting up these things right?
Speaker BI don't know.
Speaker ABut are people, are people buying the, you know, 500 office chair while they're there?
Speaker AProbably not.
Speaker AAnd that's the thing that you have to look at, like how much.
Speaker AThat's the, that's the business that you're making the real margins on.
Speaker AAre you going to see people do that behavior?
Speaker AProbably, you know, they're probably looking online for that stuff to find the best price.
Speaker AAnd I don't know that Office Office Max Depot or Staples are, are going to be that for them.
Speaker BYeah.
Speaker B100 agree.
Speaker BAll right, headline number four.
Speaker BThis one's gonna be interesting.
Speaker BI'm not sure where you and I are each gonna fall on this next headline.
Speaker BSephora taps Lyft to deliver customers to its stores according to retail Dive.
Speaker BWhile several retailers are promising major discounts and speedy delivery during their July sales events, Sephora is flipping the script by delivering shoppers themselves to its retail locations for in store guidance and special pricing.
Speaker BSephora and Lyft Media have partnered on a promotion to literally drive potential beauty customers to a handful of its freestanding locations between July 7 and July 10, right amid all the Prime Day festivities this week.
Speaker BPromoted as quote delivered to Beauty, the four day event provides customers with a $20 credit for one way rides on Lyft to a participating Sephora location.
Speaker BThere they will, there they will receive in store guidance and discounts of $10 on any purchase over $50.
Speaker BSelect Sephora stores in New York City, Los Angeles, San Francisco, Chicago and Seattle are participating in the promotion.
Speaker BAnd do you think Sephora and Lyft's partnership is omnichannel genius amid Prime Day?
Speaker BOr is it more just good marketing spin?
Speaker AI, I think this is a great marketing campaign and that's what you have to look at this as.
Speaker AI don't think this is like a future pilot where Sephora starts, you know, bringing people to their stores and offering car service.
Speaker ABut I do think that it's a worthwhile test and investment.
Speaker AI think it's a way to provide people a luxury experience at a price point that, you know, it's a $28 bottle of lotion.
Speaker AMaybe that's what they buy.
Speaker AOnce they get to Sephora, it still gives them that white glove service that they don't typically get from a mass retailer like a Sephora.
Speaker ASo I think it's a really cool way to establish some brand loyalty, get some advocacy and some media attention and some social media posts from people who will most definitely share this experience online.
Speaker ABut I do not think that it's something that we'll See, go beyond like, like this is, this is all coming from the marketing funding bucket.
Speaker AThis is not coming from like new story, innovation, money or R and D. Yeah, that's my perspective.
Speaker BYeah.
Speaker BIt's not long term strategically differentiating in with the coming throes of E commerce.
Speaker BThat's, that's what you're telling me.
Speaker ANo, nor do I think this is like a long term play.
Speaker AI think this is going to be an idea until other retailers start doing it and then it doesn't.
Speaker AIt's not cool and innovative anymore.
Speaker BYeah.
Speaker BNo good.
Speaker BI'm surprised, I'm surprised we agree on this one.
Speaker BYeah.
Speaker BI was not, I was kind of wondering if you were going to take that approach.
Speaker BI, I 100 agree.
Speaker BI don't think this is anything new.
Speaker BI can remember you, I don't think I've ever told you this.
Speaker BI can Remember back in 1999, Banana Republic was running cars on demand around San Francisco to get people into their stores and that was well before Prime Day even existed.
Speaker BSo like this is, this is not.
Speaker BYeah.
Speaker BOh God.
Speaker ALuxury retailers have been doing this for years.
Speaker ALike, I mean, Neiman's, Bergdorf, like they'll send a car for their good customers.
Speaker ALike, like you always say the casino model.
Speaker ALike we'll take you wherever you want to go.
Speaker AYou're going to come spend money, go for it.
Speaker AYeah.
Speaker BRight.
Speaker ABut it's continue.
Speaker BIt's not going to stay.
Speaker BI mean the point is it's not going to stave off the Prime Day drain in any way, shape or form, especially when you're just doing like five cities.
Speaker BBut it does make a compelling headline of like the Omnichannel strategy when you pitch it in the media that way.
Speaker BSo kudos to the Sephora marketing team for getting that hook and getting people to bite on it more so than they would if it was just the traditional things like you were just describing.
Speaker BRight?
Speaker AYeah.
Speaker AYeah.
Speaker AI think it's brilliant.
Speaker AYou look at their target audience.
Speaker AI mean you have teens that don't have licenses that need to get into the, you know, getting to the store and giving them the opportunity to spend a bunch of money.
Speaker ALike you'll, you'll make your, you'll make your marketing impressions, that's for sure.
Speaker ALike I think this is a very worthwhile marketing investment.
Speaker ABut yes.
Speaker ANot, not the strategy that's gonna help them take off.
Speaker BI just laugh at our retail media peers that pick up these sound bites that the, the PR teams are throwing them.
Speaker BLike, oh, it's, you know, an Omnichannel strategy to combat Prime Day.
Speaker BLike, come on, like, let's be real here.
Speaker BThis has been done before.
Speaker BAll right.
Speaker AYep.
Speaker AAll right, well, I know we've got a lot to talk about on headline number five, so let's get to that.
Speaker AThe new grocery app, Grocery Deals acts as an e commerce marketplace that allows shoppers to compare costs between supermarkets and quickly build a cart.
Speaker AAccording to Grocery Dive, the new app aims to be the gas buddy of the groc grocery industry, said Michael Waldrop, its CEO and one of its co founders.
Speaker AThe free app enables shoppers to compare groceries prices and then quickly build a cart.
Speaker AUsers will be able to build the cart in app and then be directed to the selected grocer's app or website with the cart already made.
Speaker AIn cases where the cart can't be carried over completely to the grocer's platform, shoppers will still be directed to their preferred grocer's website.
Speaker AGrocery Deal's initial launch was in the Dallas Fort Worth area in mid June, and the app is slated to expand to the rest of Texas with the long term goal of reaching shoppers nationwide in May.
Speaker AThe company said its national expansion will happen region by region and state by state.
Speaker AChris, this is also the put you on the spot question.
Speaker AA and M wants to know when the gas finding app Gas Buddy took off.
Speaker AThe pricing transparency to consumers put major pressure on fuel retailers to dynamically respond to the competitive pricing environment around them, but it also served to firmly establish relative pricing strategy strategies for the same retailers across the market.
Speaker AAs this kind of pricing transparency makes its way into grocery, should retailers be concerned about a race to the bottom or is there inherent benefit in there for them?
Speaker BWow.
Speaker BWow, great question.
Speaker BI was hoping I, I was, I was kind of hoping that they would pick this headline too.
Speaker BAs we were talking to them yesterday, I was like, I think, I think I know where they're going to go this week.
Speaker BAnd it turns out they did.
Speaker BFirst of all, I think the analogy is a little bit different here because for a convenience store, a gas station, you still have to go to the gas station.
Speaker BLong term, you don't necessarily need to do that to get your groceries, but you still have to go to a gas station to get gas into your car.
Speaker BSo that's, that's a fundamental difference here.
Speaker BSo, so if I'm the grocery industry and I'm super scared about this.
Speaker AYeah.
Speaker BNot because of this app per se, but because of the whole, the whole idea that opens my eyes to you, which I alluded to in the previous Headline regarding Amazon and gopa Gentic AI is coming fast and furiously.
Speaker BWe all know that.
Speaker BAnd so you can envision a world where AI agents will be able to coordinate orders from different grocers on price, which means e commerce could become unsustainable for many players in the grocery space if that is the case, because many grocers simply don't have the margin structure to move lower than where they currently are.
Speaker BAnd so all told, this is the first example of increasing incredible disruption that will be coming to that end in my mind.
Speaker BAnd it reminds me of the anecdote what comes to mind for me when I think about this headline.
Speaker BParticularly it calls to mind the antidote of Doug McMillan carrying around in his pocket the top 10 retailers by decade, because this is going to upend that list big time.
Speaker BAnd the retailers that should be quaking in my mind are Albertsons and Kroger because particularly they play the high low game.
Speaker BWhile others like Walmart, Aldi, Amazon, they're going to win in this space.
Speaker BAnd they're the ones investing and being smartly already putting as you mentioned with Sparky, they're the ones putting resources towards, yeah, agentic AI functionality on their website to capitalize on this in the long run.
Speaker BSo it's crazy to think about.
Speaker BI know it's kind of out there and wild, but it's going to come and you've got to start wrapping your head around it and start thinking about what do I do in this situation?
Speaker BWhat is my, what is my digital strategy as a grocer now as I go forward, how am I going to differentiate on price?
Speaker BHow do I want my prices to show up in online vs stores?
Speaker BWhole host of questions to think about.
Speaker BAnd man, the grocery industry is so fascinating but God damn, their jobs are hard.
Speaker AYeah.
Speaker AAnd it, it makes me think even more now than ever, like you need to have a pricing platform in place because you're, now that you have this visibility across the board too.
Speaker AYou're, you can no longer rely on manual price changes like things like that.
Speaker ALike you have to make sure you're in competition with an app like this.
Speaker AAnd I think the other to the other part of A&M's question too, Chris.
Speaker AYou know, I think retailers, I tried this app out yesterday and I ordered, I like put items in my cart and kind of shifted it around.
Speaker AOh, you could get it.
Speaker BOh, did you tell them you were in Dallas or something?
Speaker AI tried it, yeah.
Speaker AYou can use like a, I just used a Dallas zip code but.
Speaker BOh cool.
Speaker AThe, the app Itself is still not like super user friendly.
Speaker AFor example, like I put in eggs, milk and ground beef as like three categories now.
Speaker AIt can't transfer over.
Speaker AExactly.
Speaker ABecause the brands are different.
Speaker ALike, there's still some stuff that, that would.
Speaker AI think if I was a legacy grocer, I might be like, oh, that's not.
Speaker APeople aren't gonna do this.
Speaker AThey're not gonna, like, this is a hassle.
Speaker AIt's easy just to dismiss.
Speaker ABut I think what's going to be so important is that that's.
Speaker AThose are easy problems to fix.
Speaker AThis is like phase one in one market.
Speaker AAnd this is why as a retailer, you can't just pass off a technology like it's not ready.
Speaker AThis is going to come fast and furious for you grocery industry.
Speaker AAnd those kind of kinks will be worked out quickly because there's so much to gain from the consumer perspective here.
Speaker ASo I think it is a big concern, I agree with you.
Speaker AFor members of the grocery industry to be paying attention to.
Speaker BYeah, you could dismiss the app, but you can't necessarily dismiss the idea.
Speaker BThe fundamental idea that it's predicated upon.
Speaker BRight.
Speaker BAnd that, and that's why we do this show quite honestly, is to go beyond the headlines and talk about, you know, the implications here for the long term.
Speaker ASo, yeah, and there isn't even loyalty played into this yet either.
Speaker ALike, that's the other thing that I think makes a big difference.
Speaker AIf you look at, you know, this July shopping week that's been instigated by Prime Week.
Speaker AI mean, I was shocked at some of the loyalty plays that were happening.
Speaker ALike, you know, you, you're comparing prices on an espresso coffee machine, Right.
Speaker ABut if you go to Walmart, like I got an ext extra $10 cash back for that.
Speaker AOr at Target they were giving a certain deal.
Speaker ALike the loyalty parts haven't even come into this app yet either.
Speaker ASo I think there's even more potential for this app once you start to think about like fetch rewards or an upside getting involved in this too.
Speaker AAnd then being able to show like, okay, but with your loyalty you can also get these things here.
Speaker ASo there's a lot for grocers to be paying attention to.
Speaker BYeah.
Speaker BAnd I, and remember we had David Doer.
Speaker BI think it was David Dorff of aws.
Speaker BI'm thinking it was him who told us about, you know, what does loyalty mean in the agentic AI world?
Speaker ARight.
Speaker BLike how important is that?
Speaker BOr do you just start caring about price?
Speaker BLike you just want to get everything coordinated to you and delivered for you.
Speaker BAnd, yeah, maybe the loyalty schemes work in the background, but do you even pay attention to them anymore?
Speaker BWho the hell knows, right?
Speaker BThat's why this is important.
Speaker AAll right, well, let's go to the lightning round.
Speaker AChris, question number one.
Speaker AGrocery deals.
Speaker AWho we just mentioned.
Speaker AThe new gas app for groceries is the free app that helps visitors compare the cost of groceries at a variety of nearby outlets and then builds virtual carts for them to save money on their groceries.
Speaker AI'm curious, what three grocery items you would use this app for?
Speaker BOh, man.
Speaker BAnd, you know, God, I gotta think about this.
Speaker BSo when I think about, like, what are my grocery staples?
Speaker BThe things I'm going to the grocery store.
Speaker BI go to the grocery store a lot.
Speaker BI go almost every day.
Speaker BAnd I think the three things that are in my cart the most are.
Speaker BThis is gonna.
Speaker BIt's gonna crack you up.
Speaker BRed Vines.
Speaker AOh, my God.
Speaker BDried dates, pitted dried dates, and coconut milk.
Speaker BThose are the three things that I'm purchasing the most often.
Speaker BSo if I could get a good deal on those and just, you know, I. I'd be all for it.
Speaker BYeah.
Speaker B100.
Speaker AYou're messing the algorithm, man.
Speaker AThat algorithm is like, we don't know what to make of this guy.
Speaker AHe's maybe healthy, but then also still consumes Red number five on a regular basis.
Speaker AWhat's happening?
Speaker AWhat is going on?
Speaker BRight?
Speaker BYeah, I'm an enigma.
Speaker BAll right.
Speaker BWord on the street is that McDonald's is turning up the heat on breakfast this summer.
Speaker BAnd starting July 8, you can add some kick.
Speaker BOh, this might be up your alley.
Speaker BYou can add some kick to your morning routine with the sizzling debut of the spicy McMuffin breakfast sandwich.
Speaker BThe limited time glow up includes everything you already love about the iconic Egg McMuffin, plus a fiery delicious twist, a shot of McDonald's signature spicy pepper sauce, and will you or anyone in your family give a spicy McMuffin a whirl?
Speaker AWhat's the signature spicy pepper sauce?
Speaker ADoes this exist already?
Speaker BNo idea.
Speaker AThis is Chick Fil a sauce that McDonald's has, and I just don't know about it.
Speaker AI.
Speaker BNo idea.
Speaker BIt doesn't hook me at all.
Speaker AWe are, I would say our family is pretty exclusively Starbucks breakfast eaters because it's just more convenient.
Speaker ALike, I couldn't tell you the last time I had a McDonald's breakfast, but, I mean, I'm intrigued.
Speaker AI love.
Speaker AWho doesn't love a spicy sausage breakfast sandwich?
Speaker AThat sounds interesting.
Speaker BYou might give it a shot.
Speaker BYou might give it a shot.
Speaker AYeah.
Speaker AMaybe.
Speaker AI just.
Speaker AI.
Speaker AWe don't have a McDonald's that we are frequenting ever.
Speaker ASo I don't know.
Speaker AI'd have to be the right time and place.
Speaker BThere isn't a real.
Speaker BThere isn't a McDonald's that's really close by to us.
Speaker BThat's a good point.
Speaker BWhich is kind of odd when you think about there aren't a lot of fast food restaurants in our neighborhood.
Speaker AActually, no.
Speaker ANot a bad thing, though.
Speaker AI'll take it.
Speaker AOkay, question three, Chris.
Speaker ABob's Discount Furniture is starting a new series of social programming, including one segment called Furniture Eulogies, which will give heartfelt shout outs to questionable design choices within your home.
Speaker AWhich design element or item in your house needs to be eulogized?
Speaker AChris.
Speaker BOh, my God.
Speaker BThat.
Speaker BThat is such a wonderful question.
Speaker BAnd I know the exact answer.
Speaker BFor me in my house, it's our dining room table.
Speaker BI freaking hate the thing.
Speaker BIt's huge.
Speaker BIt's wooden.
Speaker BI. I got.
Speaker BI got a tip for you all, okay?
Speaker BNever, ever buy a table that you can't write on with a paper and pen.
Speaker BLike, it's so frustrating.
Speaker BIt's so annoying.
Speaker BI want to get rid of it since the day I got it.
Speaker BAnd that's my advice for anyone listening.
Speaker BAnd it's just.
Speaker BIt's.
Speaker BIt's.
Speaker BIt's such a bad move.
Speaker BYou don't want to do it.
Speaker BEven if it looks cool, don't do it.
Speaker AOkay, Noted.
Speaker ASo the dining room table.
Speaker ANo, like, art or anything that.
Speaker AYou gotta be a flat couch.
Speaker BGot to be a flat pad.
Speaker AOkay.
Speaker BNo, I'm ready to burn that thing in effigy and.
Speaker BAll right.
Speaker BA new dating trend known as banksying involves slowly withdrawing emotionally from your partner without telling them that that's what you're doing when the time comes to finally break up the Banks year.
Speaker BNot the Banksy.
Speaker BBanksy.
Speaker BE. The Banksy er Often feels better having mentally checked out of the relationship long ago, while the other partner is left blindsided and confused.
Speaker BThe is so great.
Speaker BHave you or have.
Speaker BHave you or have you ever been banked?
Speaker AI have Banksy Somebody.
Speaker BYou bank.
Speaker AMy first real boyfriend, Phil.
Speaker AI still feel so bad about it.
Speaker ALike, I still have dreams where I feel bad that.
Speaker ABut I was at college, and I found I was like, whoa, college is great.
Speaker AMy high school boyfriend.
Speaker AAre we hanging on to this?
Speaker AI don't think so.
Speaker AI want to explore the world here at college.
Speaker AAnd I was a real jerk, and he was the most kind person.
Speaker ASo, Phil, if you're listening, I'm Real sorry.
Speaker BI guess we have a name for it.
Speaker BLike, it's not anything new, but it's like, kind of interesting that we have a name for it now, right?
Speaker BLike it's something that probably everybody's done, I guess.
Speaker AYeah.
Speaker AI'm not sure I love the name, but we'll go with it, I guess.
Speaker ALike, yeah, Bank Seed.
Speaker BRight?
Speaker BThe connection.
Speaker BRight.
Speaker BYeah.
Speaker BI don't know.
Speaker BI agree.
Speaker BAll right, well, happy birthday to it sounds like a stretch.
Speaker BYeah, it does sound like a stretch to me, too.
Speaker BBut it sounds like something that could catch on.
Speaker BTo Happy birthday today to Tom Hanks, Kelly McGillis, and to Victor so Fuentes himself of LA Law, the great Jimmy Smith.
Speaker BAnd remember, if you can only read or listen to one retail blog in the business, make it Omnitong only retail media outlet run by two former executives from a current top 10 US retailer.
Speaker BOur Fast Five podcast is the quickest, fastest rundown of all the week's top news and 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 a lot of pride in doing just for you.
Speaker BThanks as always for listening in.
Speaker BPlease remember to like and leave us a review wherever you have to listen to your podcast or on YouTube.
Speaker BYou can pause today by simply going to YouTube.com omnitalkretail so until next week, on behalf of all of us at Omnitalk Reads, on behalf of half of Anne and myself, as always, be careful out there.