AI Retail

• The RealReal Rolls Out AI Shopping Agent to All 45 Million Members After Pilot

  The platform lists more than 1.5 million unique items daily, each available as a single unit.

• AI Search Is Costco's Best Traffic Source

  "Traffic to our site from AI search grew triple digits for the second consecutive quarter."

• Shopify Just Let Browser-Based AI Agents Complete Purchases

  "These WebMCP tools provide structured and efficient APIs, purposely designed via UCP."

• Stitch Fix Named AI Investment as a Reason for EBITDA Declining

  "If I want to ensure my pantry is perpetually replenished with paper towels, that's something I would happily outsource to my agentic shopper."

• Retail's Most Expensive Problem Right Now Is AI Search

  "We are definitely seeing increased digital advertising costs."

• Kroger Wants AI Agents to Handle Your Weekly Grocery Shopping

  "The goal is not autonomy everywhere."

• Estée Lauder Partners with Profound to Optimize Brand Visibility Across AI Platforms

  "This partnership gives every brand in our portfolio the ability to show up distinctly, consistently, and accurately wherever our consumers are asking for recommendations."

• Amazon's Alexa for Shopping Can Now Tell You if a Message Is a Scam

  "We built a tool to put certainty directly in customers' hands, in real time, when they need it most."

• NIQ and Similarweb Are Building the Measurement Infrastructure for AI Commerce

  "AI is becoming a new commerce channel, and NIQ intends to make it measurable."

• Dollar General Is Building Agentic AI Across 21,000 Stores

  "The long-term framework doesn't contemplate any potential benefit from AI."

• Best Buy Beat Expectations and Disclosed Three AI Initiatives in the Same Quarter

  "Ask Blue is live. ChatGPT sells Best Buy products. AI glasses more than doubled."

• Kohl's Has an AI Shopping Assistant Driving Higher Conversion

  "We are confident that the work we are executing is leading us in the right direction."

• The Physical Store Is Not Dying. It Is Becoming the Backbone of AI Shopping

  The three earnings calls suggest that AI's retail value depends lesser on replacing stores.

• Walmart's Sparky Is Up 70% in Users While Driving 40% Higher Orders

  Sparky knows what is already in your cart before you open the app.

• Weigel's Is Replacing Its Store Tech Stack With an AI-Native Platform Across All 90 Locations

  "Tote AI gives us a platform that can grow and evolve as quickly as our business does."

• Home Depot's Magic Apron Is Now in the Aisles

  Magic Apron is now receiving millions of questions per month.

• Target Said AI Traffic Is Growing 3.5 Times Faster Than the Industry

  As more consumers begin to explore the benefits of agentic shopping, Target's digital traffic sourced from external AI platforms is growing more than 3.5 times the industry.

• Target Appoints Chandhu Nair as Its First Chief AI Officer

  "The most meaningful AI stories won't be about what happens in a lab."

• Hims & Hers Embedded AI Into Its Weight Loss Care Experience

  "This new experience on the Hers app embeds intelligence at every step of the care experience."

• Self-Checkout Just Got Smarter at Morrisons

  "Morrisons recognize that the best AI solutions deliver measurable results without compromising the customer experience."

• Albertsons Embedded Safeway Into ChatGPT So Shoppers Never Have to Leave the Chat

  "We are on a mission to power our customers at every touchpoint with AI to deliver a seamless shopping experience."

• Kroger's AI Shopping Assistant Turns Any Recipe Into a Cart in Seconds

  "We continue to invest in digital tools that make shopping simpler, more intuitive and more convenient for our customers."

• Instacart Brings Its AI Trolley to Morrisons

  "Customers want technology that helps them stay on budget and discover products they love."

• Albertsons Is Embedding AI Across Four Functions as Part of Its Largest Reorganization in Years

  Albertsons is consolidating its 11 operating divisions into four regions under ACI Edge.

• Michaels Launched an AI Shopping Assistant in Six Weeks

  "Ask Mike is more than just a search tool."

• Levi's Bets on a Single Cloud ERP to Lay the Data Foundation for AI

  The apparel company said the unified platform gives it real-time visibility into inventory movement across North America and Asia for the first time.

• AI Came to Retail But Never Made It Past the Storefront

  Consumer-facing AI has largely met expectations, while supply chain, factory, and in-store AI have advanced more slowly.

• Home Depot Is Rebuilding Its Retail Operation With AI

  "The consumers loved it and the pros hated it.”

• Stitch Fix Expands Vision AI to Let Clients Generate Their Own Style Images

  "Personalization has always been at the heart of the Stitch Fix experience."

• Fifth Third Launches AI Search in Its Mobile App

  "AI is a powerful tool, but in banking it has to be applied with discipline because customers rightly expect speed, accuracy and reliability every time."

• Pinterest Launches Ask Pinterest to Test Conversational Shopping

  "The future of discovery won't be driven by keywords alone. It will be shaped by context, taste, and trusted recommendations."

• Stitch Fix Claims their AI Vision Platform Doubled Freestyle Spend in 90 Days

  Vision works by generating personalized imagery of a client's likeness in an array of shoppable outfits tailored to their style profile and current trends.

• Instacart Is Deploying AI Shopping Carts at Weis Markets

  "As a leader in Physical AI, we're giving retailers like Weis Markets a competitive advantage by bringing together in-store and online data ."

• Cracker Barrel Deploys AI for Traffic Forecasting and Labor Planning

  The AI deployments are directly tied to Cracker Barrel's core operational challenges.

• GrubMarket Launches Specialized Sales AI for Food Distributors

  By expanding its lineup of specialized AI agents, the company aims to pioneer AI-driven supply chain management for distributors.

• You Can Now Design Custom Merch on Amazon Using AI

  Amazon will handle production through Merch on Demand and ships with Prime eligibility.

• Five Below Is Using AI to Generate Its TV Ads

  "I also think there's a lot more opportunity in terms of leveraging AI and trend detection, and we're excited to keep exploring those options."

• Macy's Just Confirmed That Ask Macy's Is Converting. Bloomingdale's Is Next.

  "What I love seeing is the higher conversion rate for the people that are engaging with Ask Macy's."

• Amazon Is Showing You Fake Products to Help Find Real Ones

  The feature is live in the US for apparel and home categories, with more categories planned over time.

• Chewy Has a $50 Million AI Bet and a Clear Answer to Agentic Commerce

  "If you're selling a commodity, I think the disintermediation issue is likely one that needs paying attention."