Omni Talk

This segment from the Omni Talk Retail Fast Five podcast, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, examines Bath & Body Works' decision to launch on Amazon early next year. With $60-80M in unauthorized gray market sales already happening, the company will test a curated assortment to control its brand and capture revenue. Anne argues LLM search makes marketplace presence essential for discovery and conversion. Chris believes Bath & Body Works should wait, perfect their own site experience first, and avoid feeding Amazon's dominance. Who has the better long-term strategy? #bathandbodyworks #amazon #marketplace #graymarket #ecommerce #brandstrategy #retailstrategy #thirdpartysellers #beautyretail #amazonmarketplace

This segment from the Omni Talk Retail Fast Five podcast, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, explores Target's bold move to enable shopping through ChatGPT just days before Black Friday. Anne sees it as a necessary first step into LLM-powered commerce and applauds Target for testing publicly. Chris calls it a "big nothing burger"... questioning why Target launched an incomplete beta feature during their busiest week, especially when their own site search isn't optimized yet. Who's right? #target #chatgpt #aicommerce #llmsearch #conversationalcommerce #retailtech #targetapp #innovation #retailAI #voiceshopping

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: A roundup of the latest retail earnings announcements Target enabling mobile app shopping within ChatGPT (Source) Kroger closing some of its automated fulfillment centers (Source) Gap's recent sales surge after viral 'Milkshake' denim ad with Katseye (Source) Bath & Body Works planning to launch on Amazon early next year (Source) And AWS's Daniele Stroppa dropped by to help us hand out November's Retail Tech Startup of the Month Award There's all that, plus Thanksgiving shelf-stable food rankings, Black Friday shopping plans, and whether Chris is going turkey trotting or sofa surfing this holiday. Music by hooksounds.com #retailearnings #target #chatgpt #kroger #gap #bathandbodyworks #omnitalk #retailtech #retailinnovation #ecommerce #retailpodcast

For this month's Retail Tech Startup of the Month, AWS's Daniele Stroppa returns to spotlight SymphonyAI, a groundbreaking computer vision solution that's improving how retailers tackle the costly out-of-stock problem. SymphonyAI leverages existing in-store cameras to deliver something retailers have been missing: actionable, prioritized worklists that tell associates exactly what to fix first to maximize sales impact. No more drowning in dashboards, just clear direction that drives results. Daniele breaks down how retailers are achieving 25% increases in labor productivity and 5-7% improvements in on-shelf availability, proving this isn't just another tech demo, it's a boon for physical retail operations.

In this inaugural episode of Confessions of a Supply Chain Executive, host Chris Walton teams up with Richard Stewart (EVP of Product & Industry Strategy) and Eugene Amigud (Chief Innovation Officer) from Infios to conduct a forensic deep dive into retail's most persistent challenge: out-of-stocks. Despite billions spent on technology, the average retailer still faces an 8-10% out-of-stock rate. But here's the truth most won't admit: the problem isn't getting better. It's just getting different. This episode walks through every breakdown point in the supply chain, from forecasting failures to the infamous backroom problem, and delivers a practical framework to diagnose what's really happening inside your operations.

The lightning round brings holiday cheer and nostalgia to close this episode! Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. Chris reveals he'll use "Santa GPT" (ChatGPT for holiday shopping) to find gifts for his mom, though she already told him she wants a Brita water pitcher. Anne shares her family's Black Friday strategy: setting alarms for discounted ski passes rather than shopping for traditional items. Celebrating Dick Van Dyke's upcoming 100th birthday, Anne reminisces about his role as the chimney sweep in Mary Poppins. The conversation turns to hot chocolate preferences... Chris keeps it basic with mini marshmallows and a "Swiss Miss" approach, while Anne declares that quality marshmallows make or break the experience. For the full episode head here: https://youtu.be/wZ9XYQsclAU #SantaGPT #ChatGPT #holidayshopping #DickVanDyke #hotchocolate #Sizzler #restaurantrevival #nostalgia #retailfun #holidaytraditions

Grocery Dealz has integrated with Instacart to power same-day delivery directly from its price comparison app. This episode, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, explores why this partnership could be a game-changer for consumers. Anne and Chris rate this announcement an 8 out of 10, explaining how it justifies delivery fees by maximizing savings through price comparison. Imagine shopping at three different stores for the best deals without leaving your house... Instacart now makes that possible through Grocery Dealz. This is the second time in five months that Grocery Dealz has made headlines on the show, signaling that this Texas startup is becoming a force in grocery innovation. Plus, hear why this partnership could accelerate margin compression across the industry as price transparency becomes the norm. For the full episode head here: https://youtu.be/wZ9XYQsclAU #grocerydealz #instacart #grocerydelivery #pricecomparison #retailtech #groceryshoppi

Google is rolling out major AI shopping features including conversational search, agentic checkout, and an AI that calls stores for you. This episode, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, sparks a fascinating debate about the future of shopping search. Anne argues Google's comprehensive data ecosystem... from Gmail to Maps to Calendar, gives it an edge over ChatGPT and Perplexity. She believes Google could leapfrog competitors by leveraging existing consumer relationships. Chris pushes back, citing Google Shopping's historical struggles and questioning whether Google's legacy interface might actually hinder innovation. For the full episode head here: https://youtu.be/wZ9XYQsclAU #GoogleAI #AIshopping #conversationalsearch #agenticAI #ChatGPT #Gemini #retailtech #ecommerce #shoppinginnovation #AIretail #GoogleSearch

Target and Starbucks have partnered to create an exclusive frozen peppermint hot chocolate available only at Starbucks cafes inside Target stores nationwide. This episode, Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, explores why this seemingly small move could signal Target's merchandising mojo is returning. Chris loves this idea, calling it "smart merchandising that leverages a true differentiation point." Target Circle 360 members get 24-hour early access. While the impact may be small potatoes compared to Target's larger challenges, it's exactly the kind of creative thinking Target used to do well. Anne highlights an additional experience: select Target stores are featuring weekend hot cocoa bars where kids can customize drinks creating memories and driving foot traffic. Both hosts wonder if this could become Target's next "pumpkin spice latte" moment. Producer Ella agrees this is brilliant... adding a Starbucks drink to her hand means even longer browsing time in

Primark has introduced Buy Now Pay Later options through Klarna and Clearpay... marking a major milestone in BNPL's journey from innovation to mass adoption. This episode, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, explores what this means for retailers. Chris declares that BNPL has officially "crossed the chasm", seven years after it first emerged at Shop.org in 2018. When you can buy $4 shirts on installments, there's no turning back. Anne shares shocking data: 25% of Americans now use BNPL for groceries, up from 14% just a year ago. For the full episode head here: https://youtu.be/wZ9XYQsclAU #primark #buynowpaylater #klarna #clearpay #bnpl #retailpayments #paymentinnovation #retailtech #affordablefashion #retailnews

Doug McMillon is retiring as Walmart CEO, handing the reins to John Furner in February 2025. This episode, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, explores McMillon's incredible legacy... 400% stock gains, $576 billion in added market cap, and a cultural transformation that made Walmart a leader in retail innovation. Chris shares a personal story about meeting John Furner and why he believes Furner is the perfect successor. Anne highlights the leadership qualities that set both executives apart.... from McMillon's "fail fast" culture to Furner's empathy-driven approach and curiosity that will be critical as AI reshapes retail. For the full episode head here: https://youtu.be/wZ9XYQsclAU #walmart #dougmcmillon #johnfurner #retailleadership #ceotransition #retailnews #walmartceo #samwalton #retailinnovation #leadershipstyle

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: Doug McMillon retiring as Walmart CEO, with John Furner taking over in February (Source) Grocery Dealz integrating with Instacart’s Developer Platform for on-demand delivery (Source) Primark introducing Buy Now, Pay Later options with Klarna and Clearpay (Source) Google launching new AI shopping features including conversational search and agentic checkout (Source) Target and Starbucks debuting an exclusive Frozen Peppermint Hot Chocolate (Source) And A&M’s Chad Lusk stopped by for Five Insightful Minutes to share takeaways from their latest consumer sentiment survey. There’s all that, plus SantaGPT, Dick Van Dyke turning 100, the perfect hot cocoa recipe, and whether Sizzler’s comeback is rare, medium, or well done. You can give this week’s Fast Five retail news roundup a listen by clicking above or on the platform of your choice below: Music by

In this 5 Insightful Minutes episode, Chad Lusk, Partner and Managing Director at A&M Consumer and Retail Group, joins Omni Talk to break down their latest consumer sentiment survey results that every retailer needs to understand. From cautious spending increases to the explosive rise of private label brands, Chad reveals why consumers are trading down, what's driving the shift to lower-price stores, and how retailers can navigate the complex landscape of value-conscious shoppers. You can also read A&MCRG's Consumer Sentiment Survey for Fall 2025 by heading here: https://alvarezandmarsal-crg.com/insight/consumer-sentiment-survey-fall-2025/

The lightning round gets personal as Kelly reveals she'd trade her data to Ulta for holiday discounts (with three sisters and multiple gift exchanges, who can blame her?), Waqas picks "Things to Do in Denver When You're Dead" as his favorite Andy Garcia film, and the panel mourns the potential disappearance of Italian pasta from US shelves. Plus: middle-aged men are the biggest holiday spenders, Waqas's dishwasher crisis becomes his holiday budget, and we learn about Korean vs. German appliances, the superiority of rigatoni and pappardelle, and why ChatGPT has become Ella's "best friend." Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #HolidayShopping #RetailTrends #LightningRound #ConsumerBehavior #RetailPodcast

Adobe's October data reveals a game-changing milestone: generative AI traffic is now converting 16% BETTER than traditional sources—a complete 180 from three months ago when AI traffic converted 9% WORSE. This episode breaks down what Kelly Carey and Waqas Khan from the A&M Consumer and Retail Group think retailers need to know about this inflection point. With AI traffic up 1,200% year-over-year and shoppers spending 44% longer on sites when arriving from AI sources, the experts discuss why this shift makes sense, how consumers are using tools like ChatGPT to cut through digital clutter, and what retailers should be doing RIGHT NOW to prepare for an agentic omnichannel future. Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8

Target's new "10-4" policy requires employees to smile and wave at customers within 10 feet, and personally greet them within 4 feet. Is this explicit instruction necessary for today's workforce, or a forced, performative approach that signals deeper cultural problems? Former Target store manager Chris Walton shares insider perspective on why this policy reveals how far store culture has declined, while Anne argues that explicit direction is needed for first-time workers entering the retail job market. Kelly calls it "firmly over and out," while Waqas warns it could give employees an excuse to avoid customers entirely. Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #Target #CustomerService #RetailOperations #StoreManagement #RetailCulture

Bath & Body Works is bringing Fresh Balsam to Grand Central Terminal, movie theaters, and interactive mall kiosks in what beauty expert Kelly Carey calls "my favorite marketing campaign of the year." But is piping fragrance into public spaces genius brand awareness or an invasive marketing tactic? Kelly breaks down why this campaign is perfectly timed to recapture awareness in a booming fragrance market, while the panel debates the opt-in vs. opt-out question when scent is thrust upon consumers. From middle school Cherry Blossom memories to concerns about sensory overload in movie theaters, this discussion covers the full spectrum of experiential marketing. Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #BathAndBodyWorks #ExperientialMarketing #HolidayMarketing #FragranceRetail #RetailInnovation

Amazon is suing Perplexity AI over its Comet shopping agent, claiming it "covertly accesses Amazon customer accounts" and interferes with the curated shopping experience Amazon built over decades. But is this defensive move from the e-commerce giant actually a sign of things to come? Waqas Khan from A&M breaks down the technology protocols at stake, why this feels like a classic incumbent vs. disruptor battle, and how advertising revenue is driving Amazon's aggressive response. Chris argues this is Amazon playing the role of the 1990s brick-and-mortar retailer fighting e-commerce, while the panel debates whether this lawsuit is a negotiation tactic or the first salvo in a long legal war over agentic commerce. Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #Amazon #Perplexity #AgenticAI #RetailLawsuit #ShoppingAgents #RetailTech

Dollar General has appointed Travis Nixon as SVP of Artificial Intelligence, tasking him with using AI to optimize supply chain, store operations, and merchandising. But how long before every retailer has a Chief AI Officer—and is this even the right approach? Waqas Khan delivers a masterclass on why standalone AI roles may follow the same fate as Chief Digital Officers, most of whom lasted less than two years before the role dissolved. The panel discusses why Dollar General's SVP approach (rather than C-suite) may be smarter, which executive should oversee AI transformation, and why AI needs to be embedded across all functions rather than siloed. Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #DollarGeneral #AILeadership #RetailTransformation #ChiefAIOfficer #RetailStrategy

Placer.ai’s CMO Ethan Chernofsky is back... revealing why the “convenience above all” mindset is costing retailers millions and what’s actually driving traffic in 2025. Omni Talk and Placer.ai reunite for their annual tradition of reviewing the retail year that was. In this data-packed episode, Chris and Anne dig into Placer.ai’s latest location analytics to uncover: • Why consumers are visiting more stores but spending less time in them • The “consumer preference epiphany” reshaping retail fundamentals • How Sprouts, HEB, and Barnes & Noble are winning by doubling down on identity • Why the retail middle is dying — and what it takes to survive • The surprising suburban opportunity most brands are missing • Which "dead" brands are quietly staging comebacks Plus: Ethan’s bold prediction for the 2025 holiday season that could reshape Q4 planning forever. Featuring real-world traffic data and performance metrics from America’s top retailers, this episode is required viewing for anyone in retail leadership, s