Cyber 5 / Next Commerce News

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Commerce is constantly changing. As first movers, we recognize that responding strategically to change means knowing what truly matters… and how to act on it. But trying to stay up to date on every retail, eCommerce, omnichannel and AI headline on top of your day job can be overwhelming. Join us each month as we cut through the market noise to surface the commerce signals that matter most for CPG leaders.

  1. MAR 9

    Cyber 5 / Next Commerce News / March 2026

    In this episode: For the first time in 13 years, Walmart has lost the #1 revenue crown. Amazon posted $716.9B in FY2025 revenue versus Walmart's $713.2B — a $3.7B gap driven by AWS and relentless e-commerce growth.Walmart's Q4 tells the other side of thestory: $190.7B in revenue, operatingincome up 26%, and e-commerce up 27%.At CAGNY 2026, a clear divide emerged across the CPG industry. AI-nativeoperators like P&G, Coca-Cola, Conagra, and Colgate-Palmolive areacceleratingTariffs are reaching shelves. Import prices are up 6.8%, domestic up 4.8%,and retailers from Walmart to Levi's to Columbia are confirming priceincreases are coming or already in effect.NIQ's latest data shows most Americans have not used AI tools for shopping decisions despite significant retailer and brand investment.Target delivered a strong quarter under new CEO Michael Fiddelke: Q4 EPSof $2.44 versus the $2.16 consensus, beating estimates in his first earnings report.Forrester projects US e-commerce will reach $1.8 trillion by 2030,composing 29% of all retail sales.

    1h 2m

  2. FEB 9

    Cyber 5 / Next Commerce News / February 2026

    In this episode: • Amazon shuts down palm-payment system and doubles down on online grocery and Whole Foods expansion• Retail media shifts into ROI and accountability era with AI-powered measurement and targeting• Walmart and Google partner to embed Gemini AI directly into Walmart and Sam’s Club shopping• Kroger scales back Ocado automation deal and closes robotic warehouses• GLP-1 adoption reshapes food demand toward high-protein, nutrient-dense products• Private label sales jump 30% in five years and grow nearly 3× faster than national brands

    1h 1m

  3. JAN 12

    Cyber 5 / Next Commerce News / January 2026

    In today’s episode: • Global online sales reach $1.3T as AI agents drive 20% of retail revenue• DoorDash brings ChatGPT-powered recipe-to-grocery ordering• Amazon launches browser-based Alexa+ shopping and planning hub• TikTok Shop captures one-fifth of social commerce market• Albertsons turns display ads into instant shoppable carts• Walmart expands drone delivery to new U.S. cities• Instacart ends personalized pricing tests after shopper backlash

    53 min
  4. Cyber Monday - Next Commerce News / December 2025

    12/08/2025

    Cyber Monday - Next Commerce News / December 2025

    In this episode: Cyber Week 2025 is on track to smash records Online grocery sales hit US$11.6B in October, setting a new record Target launches an AI holiday gift finder to streamline gift shopping Target rolls out a ChatGPT-based shopping app that lets users build full carts Target introduces “List Scanner” to turn handwritten notes into digital carts ChatGPT launches “Shopping Research,” a new AI-powered way to compare products Walmart tests ads in its new AI shopping assistant, Sparky Amazon rolls out Amazon Bazaar to 14 new markets Google rolls out new AI shopping tools for the holidays Young shoppers lean on AI to cut Thanksgiving grocery costs Digital shoppers lean on product content and generative AI to guide buying DoorDash and Family Dollar partner for same-day delivery Uber expands robotic delivery through a new global partnership PayPal expands checkout into Perplexity’s AI-powered shopping experience Grocers go niche with private-label specialties Alibaba beats quarterly revenue estimates on strong instant retail and AI push

    57 min
  5. Cyber Monday - Next Commerce News / November 2025

    11/10/2025

    Cyber Monday - Next Commerce News / November 2025

    In this episode: Walmart captures 21% of U.S. grocery spending Walmart launches AI tools to enhance in-store shopping Walmart and OpenAI partner to enable purchases via ChatGPT Amazon’s “Help Me Decide” AI tool simplifies product choice Pinterest rolls out AI-driven boards to become a personal shopping assistant PayPal reports how AI is reshaping holiday shopping Consumers increasingly move beyond search engines for discovery Retailers enter a generative AI feedback loop Consumers embrace AI for research but hesitate on autonomous purchases Amazon unveils agentic AI and smart glasses to supercharge the supply chain Kroger deepens its partnership with Uber Eats through app integration Kroger and Sprouts pilot Instacart’s AI-powered Cart Assistant Target cuts 1,800 corporate jobs as part of a major restructure Amazon plans to cut 14,000 jobs to stay “nimble” Amazon and OpenAI ink a $38B cloud services partnership

    50 min

  6. 10/14/2025

    Cyber Monday - Next Commerce News / October 2025

    In this episode: Shoppers Are Embracing AI but Want GuardrailsOne-Third of Consumers Plan to Use AI for Holiday ShoppingChatGPT Lets Shoppers Buy Products Within the PlatformGoogle Launches AI-Enabled Conversational ShoppingKroger Accelerates AI to Cut Costs, Boost EfficiencyHow Aldi Revamped Its Social Media StrategyInstacart Adds SNAP Tracking & Savings Tools to Smart CartsAmazon debuts single-tap “Add to Delivery” functionKroger to Use DoorDash’s DashMart for Delivery FulfillmentDoorDash Launches Proprietary Delivery Robot “Dot”Uber refreshes grocery delivery with new features and guaranteesAldi Joins Uber Eats for Nationwide Grocery DeliveryAmazon Unifies Its Private-Label Grocery Lines Under “Amazon Grocery”Grocers aim to significantly increase private brand dollar share by 2027Amazon to close 14 UK Fresh stores, convert some into Whole Foods

    1 hr

  7. 09/16/2025

    Cyber Monday - Next Commerce News / September 2025

    In this episode: Online grocery sales top $11 billion in August, led by deliveryHoliday sales could grow up to 3.4%: DeloitteUlta targets wellness growth and raises full-year sales outlookMass beauty outpaces prestige in the first half of 2025Ralph Lauren rolls out AI-powered assistant to dole out fashion adviceWalmart Realm adds new digital storefronts to woo Gen ZHow Instacart is upgrading smart carts to drive omnichannel shoppingAmazon integrates Lens visual search with its AI shopping assistantPinterest has effectively become an AI-enabled shopping assistantHoliday shoppers plan to use AI to compare pricesAlmost half of AI search tool users prefer them to GoogleBest Buy, Uber Eats partner on same-day delivery

    55 min

  8. 08/12/2025

    Cyber Monday - Next Commerce News / August 2025

    In this episode we will discuss... Grocery e-commerce sales jump nearly 30% in JuneU.S. online grocery sales grew in June, but shoppers demand better digital experiences. Ebay is doubling down on its investments in AI-powered customer experience and employee productivity in the second second half of 2025.Ulta Beauty is shifting to AI agents following tech modernization, targeting improved customer experiences by 2025.Unifying its approach to the technology, Walmart launched a new companywide artificial intelligence framework centered around four “super agents” to support various business touchpoints. Seven in 10 luxury shoppers on TikTok have spent more than 1,000 pounds (approximately $1,355 at press time) on a single fashion item, typically after watching peer-led content.Google now displays Instagram posts in search results, targeting younger users who increasingly prefer social media over traditional search. As retailers face global headwinds going into the holidays, 78% of industry buyers say they have utilized AI-enabled tools to enhance buying activities. Over half (56%) of retail organizations have upped their generative AI investments compared to last year. OpenAI's rumored ChatGPT checkout system sparks retail startup concerns about pay-to-play bias. Kroger’s data arm 84.51° announced Wednesday the unification of its retail media, consumer insights and loyalty marketing services.

    48 min
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About

Commerce is constantly changing. As first movers, we recognize that responding strategically to change means knowing what truly matters… and how to act on it. But trying to stay up to date on every retail, eCommerce, omnichannel and AI headline on top of your day job can be overwhelming. Join us each month as we cut through the market noise to surface the commerce signals that matter most for CPG leaders.

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