In this episode we will discuss

• Walmart’s grocery sales reached $276B in FY2025, comprising nearly 60% of U.S. net sales.
• Instacart beat Wall Street estimates with its first-quarter results, recording a 14% year-over-year increase in orders.
• Walmart is expanding its beauty offerings with “Beauty Bars” in 40 stores, allowing customers to test products and consult experts.
• Amazon announced a July Prime Day with major deals in 35+ categories.
• Amazon’s new “Buy for Me” feature enables customers to purchase items from third-party websites directly within the Amazon Shopping app.
• Pinterest is expanding its visual search tools for women’s fashion in the U.S., Canada, and the U.K., with plans to grow globally.
• Walmart opened its first Supercenter in four years in Cypress, Texas, debuting its new U.S. Store of the Future concept.
• Amazon is investing $4 billion by 2026 to expand its rural delivery network, adding over 200 new stations.