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Instacart Unveils Enhanced Capabilities for Retailers to Customize E-Commerce
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The Hidden Framework Behind Retail Technology Winners With UBS’s Furhaan Khan

Furhaan Khan, Managing Director and Head of Internet & Digital Commerce Investment Banking at UBS, joins Chris Walton to discuss how AI is reshaping retail technology, why many solutions providers may struggle to survive the next wave of disruption, and the five characteristics that separate durable businesses from vulnerable ones. From proprietary data and distribution to network effects, transactional intensity, and brand trust, Furhaan shares the framework he uses to identify the companies best positioned to win in the future of commerce.

Starbucks Has AI Egg On Its Face, Google Reinvents Search & Ross Stores Breaks Records | Fast Five

AI inventory failures, RFID breakthroughs, conversational commerce, and off-price retail dominance all collided in this week’s Fast Five with retail strategist Laura Kennedy. Chris and Laura unpack why some AI retail experiments are struggling while others are finally scaling, how Google and Klarna are racing to reshape shopping behavior, and why retailers may be entering a much bigger shift around trust, convenience, and AI-driven commerce.

GLP-1s and SNAP Changes Are Rewriting Grocery Merchandising | Spotlight Series

Sifter Solutions Vice President of Business Development Kevin Billings joins Chris Walton to discuss how GLP-1 medications, SNAP legislation, and nutrition intelligence are reshaping grocery retail, and why retailers need product level data to power compliance, hyper personalized merchandising, food as medicine initiatives, and the future of health focused shopping experiences.

Amazon Now Delivers In 30 Minutes, Walmart Strikes Back & Everlane Sells Out To Shein | Fast Five

Amazon is pushing conversational commerce further through Alexa, retailers are expanding connected media ecosystems, and AI shopping experiences are starting to feel increasingly real. This week’s Fast Five with A&M’s Kelly Carey and Chad Lusk dives into whether voice commerce may finally be reaching its moment and how AI could reshape the way consumers discover and buy products.

Retail AI Is Moving Fast. Most Companies Aren’t Ready | Spotlight Series

Unframe.ai AI Product Manager Judah Berger joins Chris Walton to discuss how retailers can successfully scale AI across their organizations, balance experimentation with governance, and build operational systems that improve inventory intelligence, workflow efficiency, and enterprise decision making.

To Automate, Or Not To Automate, That Is The Question | Ask An Expert

Warehouse automation sounds great in theory, but what actually makes these projects succeed or fail? Blake Neal of TGW North America joins Omni Talk to break down the real challenges behind robotics, fulfillment automation, labor planning, ROI expectations, and why collaboration is the key to making automation actually work at scale.

ChatGPT Wants Your Ad Dollars, DG Goes Full Funnel & Audible Opens A Bookless Bookstore | Fast Five

OpenAI is officially entering the advertising business, Target is betting big on creator commerce, Dollar General is building a fully connected retail media machine, Audible opened a bookless bookstore, and Amazon Pharmacy may have just changed the future of pharmacy and grocery in one move. This week’s Fast Five with Kathryn Mazza dives into what all of it means for retail media, customer behavior, AI-driven commerce, and the increasingly blurred lines between advertising, shopping, and everyday life.

Target Says Move Or Go, Walmart Bets On Beauty & Claude Wants Your Cart | Fast Five

Target is telling employees to relocate or leave, Estée Lauder is cutting up to 10,000 roles, Walmart is adding beauty experts to stores, and Anthropic is quietly reshaping how we might shop with AI. This week’s Fast Five with Jenn Hahn dives into what all of it means for talent, leadership, and the reality of building teams in a world where AI is moving faster than anyone can fully keep up.

Kingfisher’s DIY Ecommerce Strategy to Reach 30% Online Sales | WRC 2026

Kingfisher wants ecommerce to grow from 21% to 30% of total sales, but Romain Roulleau says the answer is not competing with pure-play ecommerce companies on their terms. Instead, Kingfisher is using stores, marketplaces, fulfillment, and AI-powered project support to create a more connected home improvement experience built around customer projects, not just transactions.

Former Best Buy CTO Brian Tilzer Explains Retail’s Third Wave of AI | WRC 2026

Retail has already lived through ecommerce and mobile transformation. Brian Tilzer explains why AI represents retail’s third major technology wave, how conversational commerce and agentic discovery are changing customer behavior, and why the retailers that learn, adapt, and operationalize faster will define the next era of retail.

Jose Gomez on ETAM’s US Expansion & Global Growth | WRC 2026

Global retail expansion is becoming more complex, volatile, and operationally demanding. Jose Gomez of ETAM explains how joint ventures, consignment models, resilience, and faster reaction times are reshaping international retail strategy in an era defined by constant disruption.

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