If you didn't get to attend #shoptalk2024 , or feel like you missed some parts of the show. Here is the Publicis Commerce recap of Shoptalk 2024: buff.ly/4cDXCIM If you did attend, I'd love to hear your thoughts.

The future of retail isn't about using personalized marketing to target audiences and get customers to want what you have to sell. It's about making exactly what customers want. Walmart's launched on demand personalized manufacturing capabilities. buff.ly/49Xn7mz

You'd think all these vendors at Shoptalk that want to meet to tell me about how they have 'reinvented commerce with AI', would be able to use AI to write me a better pitch 😟

.'AI Washing' cartoon- Marketoonist | Tom Fishburne buff.ly/48RsZgM

Episode 318 of The Jason & Scot Show #ecommerce Podcast is a deep dive into the worlds' fastest growing retailer, Temu. Michael Maloof of Earnest Analytics joins us to help quantify the Temu business buff.ly/3wWcpyl

Dollar Tree, Family Dollar to shutter 1,000 stores starting this year buff.ly/3TClXHm (I'm sure Temu selling $16B of inexpensive goods in the US digitally doesn't help)

Why Walmart's quick success in generative AI search should have Google worried buff.ly/3TvWaRp

Aldi to Add 800 U.S. Stores by 2028 buff.ly/4ahDKcF

Amazon’s new Big Spring Sale is coming March 20-25 buff.ly/3x2VD09

Why Every Brand Should Be Worried About SHEIN forbes.com/sites/kristenc… by Kristen Classi-Zummo on @forbes

House Committee passes 'Protecting Americans from Foreign Adversary Controlled Applications Act' . A very complicated issue pitting first amendment concerns against national security, for an entity very popular with US consumers. selectcommitteeontheccp.house.gov/media/press-re…

Target launches 'Target Circle' $49/yr paid membership program with free 1 hour delivery on orders over $35. target.com/l/target-circl… will this be compelling with Targets relatively limited assortment in a world that already has Amazon Prime and Walmart+?

Whole Foods Unveils Small Format for Urban Areas p2pi.com/whole-foods-un… another intresting play from Amazon to improve it's grocery position. Modeled after Foxtrot which wasn't completely successful on it's own (which is to say not an easy segment).

Shein considers London IPO after challenges in US digitalcommerce360.com/2024/02/28/she…

UPS revenue tied to Amazon fell over 5% in 2023 as Amazon delivered more of its own. volume supplychaindive.com/news/ups-amazo…

Macy’s is closing 150 stores as retail industry continues to realign away for traditional dept store model. cnn.com/2024/02/27/inv…

FTC sues to block Kroger, Albertsons merger, arguing deal would raise grocery prices and hurt workers cnbc.com/2024/02/26/ftc…

Walmart Q4 and FY24 earnings solidly outperformed the overall US Retail Market. For the year US Walmart+Sams GMV was 4.6% higher than 2022, versus the industry average 3.6% growth . Walmart E-com grew 17% vs 7.6% industry avg. Walmart Connect grew 22%.
corporate.walmart.com/news/2024/02/2…

Walmart Agrees to Acquire VIZIO (3rd most popular TV in US). Likely drive significant new opportunities for Walmart Connect corporate.walmart.com/news/2024/02/2…. Other retailers that want to stay competitive in RMN are going to have to do more than just sell sponsored search ads on site.

USDC Retail sales data is out. Core Retail sales for January were up 2.8% vs. Jan 2023. We also now get e-commerce data for all of 2023. Total e-com for 2023 was $1.26B, up 9% from 2022, e-com was 17% of all retail sales, and 24.5% of Core Retail sales. census.gov/retail/index.h…

Amazon accounted for nearly a quarter of all retail growth in the US last year and is likely tied with Walmart for US's largest retailer, forbes.com/sites/jasongol… my article in Forbes