A Macy's Comeback, A Kroger Reset & Better Pizza, Better Delivery At Walmart

In this week’s Omni Talk Retail Fast Five, sponsored by A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Quorso, Veloq, and R&S Logistics, Chris Walton was joined by J Recruiting Services’ Josh Hahn to break down Walmart’s latest delivery expansion with Papa John’s, Macy’s fifth straight quarter of comparable-sales growth, Amazon’s increasingly shoppable Prime Video experience, SKIMS’ partnership with DoorDash, and Kroger’s lowered full-year sales outlook.

Chris and Josh debate whether Walmart is trying to solve a problem consumers never asked it to solve, whether Macy’s turnaround has actually reached the point of being believable, and whether Amazon can turn Prime Video into a shopping channel without ruining the viewing experience. They also dig into why DoorDash may be the bigger winner from its SKIMS partnership and what Kroger’s results say about the challenges facing traditional grocery.

00:07:50 – Walmart Adds Papa John’s To Express Delivery
00:16:44 – Is Macy’s Turnaround For Real?
00:22:59 – Amazon Turns Prime Video Into A Storefront
00:27:57 – SKIMS Taps DoorDash For On-Demand Delivery
00:37:04 – Kroger Trims Its Sales Outlook
00:44:44 – Lightning Round: Recruiting, AI, QSRs And Airport Etiquette

The episode wraps with a lightning round covering Josh’s 20 years between Sports Authority and Meijer, the daily chore Chris wishes AI would handle for him, which QSR Josh would like to see added to Walmart’s restaurant tab, and Chris’s two non-negotiable rules for airport etiquette.

Plus, this month’s OmniStar is Meredith Klausner, SVP of Retail & Services at Best Buy, recognized for the impact she continues to make across the retail industry.

Be careful out there,

The OmniTalk team

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