Chris and Anne welcome Ken Cochran and Jon Malankar from A&M Consumer and Retail Group to discuss Amazon's strategic retreat from physical grocery, surging e-grocery adoption, and eBay's crackdown on AI-powered shopping bots.
This week’s episode delivers a grocery reality check that should make every retail executive reconsider their omnichannel strategy. The conversation explores data revealing grocery e-commerce has hit 19% penetration, marking a critical inflection point for the industry. The hosts dive into Amazon’s decision to shut down palm payment technology and close Fresh stores, debating whether the company is finally admitting defeat in physical grocery or doubling down on what actually works. Ken and Jon make the case for why Walmart’s cross-border marketplace shipping represents the next phase of marketplace evolution. The discussion turns to eBay’s ban on AI shopping bots, examining what this means for the future of agentic commerce. The panel explores why BJ’s Wholesale is testing small-format stores and whether the traditional club model needs reinvention. Plus, the lightning round featuring Olympic fits, Cracker Barrel rules, and Kelly Clarkson debates.