Chris and Anne welcome Waqas Khan and Kelly Carey from A&M Consumer and Retail Group to discuss AI's commerce inflection point, Amazon's lawsuit against Perplexity, and whether Target's customer greeting policy signals deeper cultural issues.
This week’s episode delivers an AI bombshell that should make every retail executive take notice. The conversation explores Adobe data revealing that AI traffic now converts 16% better than traditional channels, marking a critical inflection point for the industry. The hosts dive into Amazon’s lawsuit against Perplexity over its agentic shopping tool, debating whether Amazon has become the incumbent fighting off e-commerce disruption. Kelly makes the case for Bath & Body Works’ holiday smells campaign as the year’s best marketing move, explaining why bringing Fresh Balsam to Grand Central Terminal represents genius experiential retail. The discussion turns contentious around Target’s “10-4” policy requiring employees to greet customers at specific distances, with a 3-1 vote against the initiative. Waqas shares insights on why standalone Chief AI Officer roles are destined to fail like Chief Digital Officers before them. Plus, Producer Ella’s headline of the week, dishwasher debates, and Andy Garcia’s best film.