Good morning If AI shopping officer is more demanding and widespread assumption, the retail landscape is ready for dramatic changes.
These agents may soon be able to make purchases online as often as human customers – a topic, my topic Assets Colleague Jason Del Rey examines in his New article“How the dominance of Amazon and Walmart could be disturbed by chatt and confusion.”
Del Rey spoke to Scot Wingo, an expert for e-commerce disorders and founders of Refibuy (for short, finding, buying). Wingo’s company develops software to help consumer brands and retailers to adapt to an emerging online landscape in which AI shopping officers are as active as human buyers. “Wingo may be more bullish than many about how quickly and strongly new AI shopping tools existing e-commerce giants and old retailers can interfere with alike,” writes Del Rey.
According to Wingo, large language model companies such as chatt and confusion receive considerable attention from consumers and, as a result, a broad distribution. “If you get this distribution of consumers, you have to find out how you can monetize them,” he explains. “For me, it has become quite obvious-especially as a confusion, brought her first shopping feature onto the market-that this would be the next big wave of e-commerce.”
According to Wingo, the new AI functions of Amazon, such as the Rufus -KI shopping assistant, are good efforts, but he believes that chatt will ultimately prove better. “In order for Rufus to be improved dramatically, it would almost have to replace the existing search experience on Amazon,” he told Del Rey. “And that is a section that Amazon will not cross because the advertising revenues of 60 billion US dollars would kill that are essentially pure profit margin.”
WalmartPlant now to take one Open approach for shopping agents And welcome. “In a way, this is clever because they are a challenger for Amazon, and I don’t think they have something to lose,” says Wingo. Further information on his recommendations for retailers and brands – including the way your operations have to change, you can Read del Ray’s full article here.
In the first quarter of 2025’s Walmart’s E-commerce Achieved profitability for the first time. E-commerce grew by more than 20%in every segment of the company, with consumers wanting to pay faster delivery, despite the uncertain macro environment. During the annual conference for consumer growth and e-commerce conference by Oppenheimer & Co. On June 9, Walmart said this growth as sustainable.
“We now allow the customer to shop with us as they want,” said Rainey. “If more eye apples come on our websites, more marketplaces that want to sell there will be more advertisers who want to set up their products there.” He added: “I have the feeling that all of this works together in the wider Omni ecosystem that we have, and I don’t see that. I think we will continue to make the progress that we have seen here.”
The future of e-commerce comes quickly and retailers may soon find out that some of their most loyal customers are AI agents.
Sheryl Scot
sheryl.estrada@fortune.com
Ranking
Dave Bragg was appointed CFO by UDR, Inc. (NYSE: UDR), an apartment in the realm -real estate investment -trust, on July 24th. BRAGG is the successor to Joe Fisher, who was appointed Chief Investment Officer in addition to his tasks as President of the company in January. Bragg brings more than two decades. He joins the Roots Management Group at UDR, which most recently acts as CFO and previously as Chief Strategy Officer and Head of Investment Management. Before that, Bragg served as managing director in the Green Street.
Tarek Robbiati was appointed CFO by Pure memory (NYSE: PSTG), an IT provider of data storage technology. Robbiati has more than 25 years of experience in the field of finance and leadership in the global technology sector. Robbiati worked in various business and financer functions, including Ringcentral CEO. Previously, he was the Hewlett Packard Enterprise Company (HPE). Before HPE, Robbiati worked as a CFO at the sprint corporation.
Big deal
According to Grant Thorntons Q2 2025, finance managers are pursuing different approaches for tariffs based on their industries CFO survey of over 260 respondents. Bankers focus on scenario management and are concerned about slowing down M&A activities. The manufacturers create supply chains and renegotiations of contracts to manage price volatility. In Tech and Telecom, the managers of the automation and AI are turning to reduce the costs, even though some customers school back the expenses.
The survey also showed a strong increase in focus on customers: 53% of the financing leaders increase sales and marketing budget (up to 13 points compared to the last quarter) and 51% now the customer acquisition and storage as the top priority.
Go deeper
“Trump says we could send letters that determine collective bargaining prices instead of extending the deadline -‘Dear Mr. Japan, here is the story” is ” A Assets report By Jason Ma.
From the report: “President Donald Trump said that, although he still takes place based on the trade negotiations, he would rather send the countries a letter in which the collective bargaining prices are present and the deadline of July 9th does not extend if the appendix of his” mutual tariffs “is running.
Oversighted
“If you believe that you are a failure, you will fail. If you think you are a winner, you will win.”
– Sorts legend Billie Jean King, 81, the American former tennis staff in the World No. 1, told Assets In an interview. According to King, the top 1% of the specialists preach to themselves positively. Similar to gen z, the supporters of are manifest Success, King agrees that there is power to think positively.
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