#retail-acquisition

#retail-acquisition

"Transportation costs are a big factor there. Every company that is involved and has logistics and they have to pay for gas, either they have to absorb this cost, or they will charge the third party that will provide this service. I'm not surprised this is happening, because at some point, Amazon will say we cannot absorb all this cost."

Regulators are paying more attention to data privacy because their constituents consider it a 'kitchen table' issue, highlighting its importance in everyday life.

The convenience of sourcing online is fraught with more pitfalls than most of us want to admit. Try finding adequate photos of a vintage piece's condition-close-ups of the fabric, video of damaged areas, any images of a piece's rear or underside!

Alphabet ( NASDAQ:GOOGL) has been the best of the Magnificent Seven for a reason. Whether we're talking about the strength of its latest Gemini launch or all the new ways where Google could put its AI to work, it's hard to be bearish about the firm, especially as investors look far beyond just search to the potential markets where Alphabet could disrupt.

Surveys suggest customers want to use AI for shopping and to see AI tools from retailers. In a CI&T survey conducted in 2025, 58% of 1,040 U.S. consumers said retailers should use AI to improve the shopping experience, and almost 75% said they were already using AI tools at least occasionally in their path to purchase. In a separate survey from Gartner last March, 56% of millennials said they would be willing to let AI handle or assist with some of their shopping tasks.

Amazon surpassing Walmart in annual revenue sharpens an already intense rivalry between the two retail giants. It also marks a symbolic shift in the balance of power between the two companies, underscoring how a business once defined by e-commerce has evolved into a sprawling tech and services giant. The milestone reflects not only Amazon's retail scale, but also the growing weight of its cloud computing, advertising and third-party seller ecosystem - businesses that have helped fuel faster growth than its brick-and-mortar rival.

You're scrolling through an online retailer, like Amazon, Shein or eBay, and spot a shirt on sale for $40. You add it to your cart, but at checkout, a $10 shipping fee suddenly appears. Frustrated, you close the tab. But what if that same shirt was priced at $50 with free shipping? The likelihood that you would have bought it without a second thought is much higher.

The outlook for 2026 I'm watching 2026 with equal parts optimism and urgency. Optimism because consumer demand is still there. Retail sales have remained resilient in recent data. Urgency because the operating environment is only getting tighter. Coming out of FY2025, large retailers demonstrated resilience amid inflation pressure, shifting consumer behavior, and global supply-chain complexity. Walmart raised its outlook and leaned further into a model that blends physical stores, e-commerce scale, and execution discipline.

On Tuesday, Walmart execs said they would put ads in Sparky, its AI shopping agent, as well as provide generative AI-powered performance insights and creative. There's also Marty, Walmart's agentic advertising assistant, in beta for sponsored search campaigns to help with billing and bidding, with plans to make it available widely later this year. The announcements come on the heels of Walmart's tests last year with Sparky and Marty.