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Cyber Monday / Next Commerce News
firstmovr
55 episodes
1 week ago
Every day is Cyber Monday! The growth of eCommerce continues to change retail every day. As first movers, we recognize that strategically responding to change requires knowing what is changing & how we should respond. But trying to stay up-to-date on top of your day job can be overwhelming! Hakuna Matata! It means no worries for the rest of your days, because we’re here to help. Join us each month as we’ve combed the latest retail and brand happenings to a) prioritize the eCommerce news that matters & b) spotlight trends, implications and winning strategies for retailers and brands alike.
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Management
Business
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All content for Cyber Monday / Next Commerce News is the property of firstmovr and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Every day is Cyber Monday! The growth of eCommerce continues to change retail every day. As first movers, we recognize that strategically responding to change requires knowing what is changing & how we should respond. But trying to stay up-to-date on top of your day job can be overwhelming! Hakuna Matata! It means no worries for the rest of your days, because we’re here to help. Join us each month as we’ve combed the latest retail and brand happenings to a) prioritize the eCommerce news that matters & b) spotlight trends, implications and winning strategies for retailers and brands alike.
Show more...
Management
Business
Episodes (20/55)
Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / October 2025

In this episode:

  • Shoppers Are Embracing AI but Want Guardrails
  • One-Third of Consumers Plan to Use AI for Holiday Shopping
  • ChatGPT Lets Shoppers Buy Products Within the Platform
  • Google Launches AI-Enabled Conversational Shopping
  • Kroger Accelerates AI to Cut Costs, Boost Efficiency
  • How Aldi Revamped Its Social Media Strategy
  • Instacart Adds SNAP Tracking & Savings Tools to Smart Carts
  • Amazon debuts single-tap “Add to Delivery” function
  • Kroger to Use DoorDash’s DashMart for Delivery Fulfillment
  • DoorDash Launches Proprietary Delivery Robot “Dot”
  • Uber refreshes grocery delivery with new features and guarantees
  • Aldi Joins Uber Eats for Nationwide Grocery Delivery
  • Amazon Unifies Its Private-Label Grocery Lines Under “Amazon Grocery”
  • Grocers aim to significantly increase private brand dollar share by 2027
  • Amazon to close 14 UK Fresh stores, convert some into Whole Foods

Show more...
1 month ago
59 minutes 58 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / September 2025

In this episode:

  • Online grocery sales top $11 billion in August, led by delivery
  • Holiday sales could grow up to 3.4%: Deloitte
  • Ulta targets wellness growth and raises full-year sales outlook
  • Mass beauty outpaces prestige in the first half of 2025
  • Ralph Lauren rolls out AI-powered assistant to dole out fashion advice
  • Walmart Realm adds new digital storefronts to woo Gen Z
  • How Instacart is upgrading smart carts to drive omnichannel shopping
  • Amazon integrates Lens visual search with its AI shopping assistant
  • Pinterest has effectively become an AI-enabled shopping assistant
  • Holiday shoppers plan to use AI to compare prices
  • Almost half of AI search tool users prefer them to Google
  • Best Buy, Uber Eats partner on same-day delivery
Show more...
2 months ago
54 minutes 33 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / August 2025

In this episode we will discuss...

  • Grocery e-commerce sales jump nearly 30% in June
  • U.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.
Show more...
3 months ago
48 minutes 13 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / July 2025

In this episode we will discuss

  • Online summer sales expected to be the equivalent of ‘two Black Fridays’
  • Prime Day order amount, household spend declines
  • Prime Day drives $7.9 billion in first-day online spend
  • Amazon reportedly shuttering Freevee streaming platform
  • TikTok Shop debuts live price match
  • Sephora partners to give shoppers rides to its stores
  • Wegmans is testing smart carts from two providers at four stores in Upstate New York
  • Afresh, a San Francisco-based grocery tech company, helps grocers like Albertsons and Stater Bros
  • Mango and L’Oréal Paris are enhancing digital shopping with AI
  • A new Altman Solon survey shows 93% of
  • Roblox users have spent money on the platform, mostly on boosts and avatar upgrades
Show more...
4 months ago
51 minutes 43 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / June 2025

In this episode we will discuss...

  • Tariffs are likely to drive Prime Day purchases
  • Online grocery sales are growing rapidly, with a projected 8.9% annual growth rate through 2029
  • Loyalty memberships may be the key for small and mid-sized grocery players to win back Walmart e-grocery shoppers, according to the Brick Meets Click April 2025 report 
  • Amazon pilots audio product summaries
  • Amazon Ads enhances generative AI capabilities
  • Google is turning AI into a personal shopping assistant
  • Google rolls out agenticAI checkout
  • Walmart has launched “Ask Sparky,” a generative AI feature in its app that helps customers find products, synthesize reviews, and get recommendations using natural language
  • Walmart’s new survey shows growing consumer trust in AI, with 27% preferring AI recommendations over influencer endorsements
  • Roblox is expanding into physical retail, letting creators sell real items via virtual stores through a Shopify partnership
  • Estée Lauder, Coty, and Ulta Beauty are accelerating AI use to cut costs, personalize messaging, and improve forecasting amid global and consumer shifts
  • Instacart invites itself to the party with delivery app
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5 months ago
37 minutes 5 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / May 2025

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.
Show more...
6 months ago
43 minutes 1 second

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / April 2025

In this episode we will discuss...

  • Amazon taps AI for automatic product recommendations
  • Amazon adds new grocery tools to Alexa
  • Walmart + Week is coming back at the end of April
  • Amazon provides more details on Google-like 'Buy for Me' feature
  • Google Shopping released a suite of AI tools for fashion and beauty products to help shoppers better visualize items
  • Lowe’s launched Mylow, an AI-powered adviser developed in partnership with OpenAI
  • Target leans on generative AI and social media to capture trends
  • Walmart expands interactive media partnership with product videos
  • Petco widens on-demand delivery offering with Uber Eats
  • Uber brings robotic sidewalk delivery pilot to Miami
  • Instacart expands partnership with Uber; delivers for Dierbergs Markets
  • Best Buy launches creator platform with shoppable storefronts
Show more...
7 months ago
58 minutes 50 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / March 2025

Some of the headlines in today’s podcast:

  • Sales at U.S. grocery stores will increase 3.1% this year to $1.6 trillion — a notable increase from the 1.1% sales growth the sector recorded last year.
  • Amazon expected to surpass Walmart in revenue.
  • Target aims to drive $15 billion-plus in sales growth.
  • Amazon revamped its personal AI assistant to make Alexa more “conversational, smarter and personalized”.
  • Amazon is testing a feature that allows its search results to show select products it does not sell with links out to the brand’s website.
  • Amazon discontinued Inspire, its TikTok-style shopping feature, to focus on AI.
  • Nearly 3 in 5 consumers have replaced traditional search with generative AI .
  • 41% of U.S. beauty sales happen online.
  • Walmart launched Walmart Unlimited, a gamified shopping experience targeting younger consumers.
  • DoorDash is expanding grocery delivery, adding four new partners and major chains like Ahold Delhaize and Wakefern.
  • L’Oreal opens $160 million North America innovation facility.
Show more...
8 months ago
59 minutes 56 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / February 2025

Some of the headlines in today’s podcast:

  • Consumer spending forecast to grow 3.1% this year.
  • More than 90% of consumers purchase groceries both in-store and online.
  • Ulta Beauty is looking at how to best tap into its loyalty program data to power personalization, Josh Friedman, vice president of digital products at Ulta Beauty.
  • Kroger launches virtual nutrition coaching program.
  • Amazon to end Prime Try Before You Buy.
  • TikTok is transforming digital commerce, driving sales and product discovery.
  • Home Depot expands on demand delivery services.
  • Uber Eats’ delivery demand is accelerating, with Q4 2024 gross bookings hitting $20.1 billion, up from $18.7 billion.
  • Best Buy to launch third-party marketplace this summer.
  • Amazon will shutter its Amazon Go convenience store in Woodland Hills, California.



Show more...
9 months ago
49 minutes 29 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / January 2025

Some of the headlines in today’s podcast:

  • US online holiday spending hit $241B, a new record!
  • AI influenced over $229B in global holiday sales
  • Ulta Beauty lets customers try out hair colors with AI
  • Target debuted its Bullseye Gift Finder
  • Albertsons serves up AI-driven personalization for alcohol and food
  • Instacart links with Samsung on shoppable fridge tech
  • L'Oréal develops skin assessment technology
  • Best Buy launches scheduled parcel delivery
  • Amazon develops next-gen delivery drone
  • TalkShopLive takes on TikTok with short-form videos
  • Best Buy will launch a U.S. thirdparty marketplace in mid-2025
  • DoorDash is partnering with Ibotta, opening the delivery service’s customer base to Ibotta’s catalogue of coupons and deals


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10 months ago
45 minutes 9 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / December 2024

Some of the of the headlines in today’s podcast:

  • Shoppers planning to shop omni this holiday season
  • Online holiday spending reached $77.4 billion from Nov. 1-24, up 9.6% year-over-year
  • Social commerce predicted to reach $1 trillion by 2028
  • Walmart virtual store with seasonal shopping features
  • Ulta Beauty’s 2024 omni holiday marketing includes Roblox
  • DoorDash launches shopping & gifting features
  • American Eagle, WhatsApp team on Gen Z-focused holiday pilot
  • Google Lens can now tailor search results to the store you’re in
  • Amazon answers ultra-cheap Chinese marketplaces like Temu with ‘Amazon Haul’
  • Instacart launching SNAP eligibility screener
  • Amazon launches same-day drone delivery in Arizona
  • Starbucks expands DoorDash delivery within its own app
  • Walmart adds new online delivery option in Canada
  • Wonder buys Grubhub for $650MM
  • Amazon expands investment in startup AI developer by $4B
  • Amazon Influencer Sues Rival Over 'Basic' Aesthetic: Can the Legal System Protect a Creator's Vibe?
  • Target adds Bogg to its differentiated assortment
Show more...
11 months ago
1 hour 2 minutes 6 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / November 2024

Some of the headlines in today’s podcast:

  • Most consumers plan to shop online this holiday season
  • Product review videos to influence holiday shopping
  • Walmart+ membership fee slashed in half
  • Amazon rolls out AI Shopping Guides for holidays and everyday
  • Amazon tests personalized homepage features
  • Walmart’s tests unique homepage for each shopper
  • Amazon expands Rufus AI to Canadian shoppers via beta test
  • Instacart adds games and coupons to its smart carts
  • Amazon pilots small-format grocery “convenience store”
  • Amazon to deploy AI tech in delivery vans
  • Amazon closing brick-andmortar same-day delivery
  • Tumbler manufacturer Stanley using AI to predict and prevent supply disruptions
  • Amazon “unboxes” advertiser capabilities spanning AI, DSP and insights
  • Walmart marketplace sellers have new AI assistant
  • Ulta announces third accelerator cohort and launches inclusive digital space


Show more...
1 year ago
53 minutes 35 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / October 2024

Some of the headlines in today’s podcast:

  • Gopuff launched several new in-app, in-bag and off-platform advertising capabilities to help brands connect with Gen Z and millennial consumers
  • Amazon launches suite of visual search features
  • Amazon adds PayPal payment option to Buy with Prime
  • Albertsons is using artificial intelligence to assist distribution center buyers in placing store orders
  • Giant Eagle has expanded its partnership with Flybuy, an AI-enabled omnichannel location platform
  • Per Fiverr, ~43% of Gen Z shoppers plan to spend more for the holidays this year vs. 37% of Millennials.
  • As Roblox looks to tie its platform to revenue opportunities, it has partnered with Shopify as its first commerce integration partnered to sell physical products in the metaverse
  • Instacart built its reputation on being a last mile delivery partner.
  • DoorDash launches new suite of digital business tools
  • Amazon launches AIpowered video ad generator ahead of the holidays
  • Amazon offers new rewards program to Business Prime members


Show more...
1 year ago
50 minutes 23 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / September 2024

Some of the headlines in today’s podcast:

  • Amazon and Walmart to capture 25% of U.S. retail sales and 66% of online retail sales by 2029
  • Amazon is officially kicking off its holiday promotional season with a sales event called Prime Big Deal Days
  • Amazon adds annual plan to Prime grocery subscription
  • Thrive Market connects brands to members
  • Amazon to bring ads to Rufus AI search chatbot experience
  • Google Shopping launches virtual dress try-ons in the US
  • Bath & Body Works to launch AI fragrance finder
  • Instacart offers personalized ways to save
  • Amazon Fresh debuts 4 new grocery stores
  • Family Dollar implements AI tech for category management
  • Best Buy launches AIpowered delivery tracking
  • Uber Eats is launching a pilot of emissions-free Coco sidewalk robots
  • Amazon Fresh launches new value private brand
  • Albertsons launches private label for treats and gifts
  • Shopify and YouTube expand partnership
  • Amazon is Terminating Smaller Vendor Agreements During Peak Season and Pushing Vendors to Seller Central
Show more...
1 year ago
1 hour 3 minutes 1 second

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / August 2024

Some of the headlines in today’s podcast:

  • 84% of Amazon Prime Day customers shopped exclusively at Amazon, with only 16% shopping at one other promotional event
  • Costco's July net sales reached $19.26 billion, a 7.1% year-over-year increase
  • Walmart captured 37% of the Q2 U.S. online grocery market, climbing 1.5% marking its highest share to date
  • Uber’s Q2 revenues rose 8% in delivery
  • DoorDash bolsters membership plan with Max
  • Amazon enables direct sales via TikTok, Pinterest
  • Sam’s Club brings retail media to Scan & Go tool
  • Costco cracks down on card sharing
  • Amazon has developed an advanced AI model for its Just Walk Out checkout technology
  • Sainsbury’s speeds up in-store shopping with AI
  • Albertsons adds delivery and pickup via Instacart
  • Aldi adding Instacart’s omnichannel tech to US stores
  • Amazon has increased its same- or nextday delivery rate by 30% year-over-year
  • Amazon brings seven-hour Prime delivery to Canada
  • Instacart partners with Ibotta to deliver digital coupons
  • Gopuff takes RMN in-house
  • eBay is investing in improving digital experiences for buyers and sellers alike through Gen AI-powered tools
  • Pet supplement brand Pet Honesty launches at Target
Show more...
1 year ago
49 minutes 46 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / July 2024

Some of the headlines in today’s podcast:

  • How many households will shop Prime Day?
  • Target countered Prime Day with weeklong sales event
  • Grocery helps make Walmart+ week in June preemptive success
  • Instacart enables shoppable YouTube ads for CPG brands
  • Walmart’s off-site customer journey insights for suppliers
  • E.l.f. tests real-world commerce on Roblox
  • Seasonal membership promotion at DoorDash
  • Walmart and Hy-Vee are rolling out Electronic Price Tags in-Store
  • Makeup by Mario launches AR mirror at Sephora
  • Generative AI chatbot for store employees
  • Perfect Corp. and Face Haus partner to bring AI skincare
  • Sally Beauty expands sameday delivery with Instacart
  • Albertsons enters e-com partnership with Grubhub
  • Google pulls ahead of Amazon in robotaxi race
  • Apple is an AI player – does it change the game for retailers?

Show more...
1 year ago
1 hour 4 minutes 20 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / June 2024

Some of the headlines in today’s podcast:

  • Walmart hosting summer sales blockbuster in June
  • Per Signifyd Ecommerce Pulse data, online grocery sales rose 22% YoY in April 2024
  • Per Numerator, Walmart’s hold on the grocery market continues to grow.
  • Walmart expands metaverse
  • Reebok launches AI sneaker experience on Instagram
  • Etsy now lets gift shoppers upload video messages for recipients
  • Amazon grows its roster of grocery delivery partners
  • DoorDash expanding Ulta Beauty partnership
  • Uber expands retail delivery with Costco partnership
  • Instacart adds restaurant delivery with Uber Eats
  • Amazon announced the launch of Amazon.co.za, providing customers in South Africa with a new online shopping experience
  • Walmart announced it will close its physical and telehealth services due to a lack of profitability
  • Walmart has partnered with pet virtual care company Pawp to offer free pet telehealth services to Walmart+ members
  • Amazon drones can now fly farther and deliver to more customer following FAA approval
  • Project Kuiper is actively deorbiting its two prototype satellites ahead of a full-scale deployment of its production satellite system


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1 year ago
53 minutes

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / May 2024

Some of the headlines in today’s podcast:

  • Online grocery sales projected to reach almost $120b by 2028
  • Amazon introduces Freevee and offers grocery subscription to Prime
  • Walmart makes Roblox history with ‘real-world’ sales
  • Best Buy debuts Apple Vision Pro app
  • Amazon sets new shipping speed records in Q1 2024 and is returning with its Prime Day event for July
  • Gopuff debuts 'Powered by Gopuff' platform for CPG brands
  • Biden signs potential U.S. TikTok ban into law
Show more...
1 year ago
1 hour 51 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / April 2024

Some of the headlines in today’s podcast:

  • Google introduces new tools using AI for image generation and virtual try-on features
  • Amazon rolls out Amazon One palm recognition app
  • Ghiradelli optimizes visual e-commerce content with AI
  • Amazon completes $4 billion investment in generative AI developer and is integrating Nvidia's new Blackwell GPU platform into AWS
  • Uber expands autonomous delivery with Waymo pilot
  • Gopuff adds 20-minute delivery
  • DoorDash pilots benefit program for contract drivers
  • Instacart opens grocery platform to third-party developers
Show more...
1 year ago
1 hour 2 minutes 42 seconds

Cyber Monday / Next Commerce News
Cyber Monday - Next Commerce News / March 2024

Some of the headlines in today’s podcast:

  • Target to launch paid membership program to rival Amazon Prime, Walmart+
  • Grocers see loyalty programs (even before membership) as make or break.
  • E.l.f. Cosmetics launches ‘your best e.l.f’ experience on Apple Vision Pro and expands loyalty program with data and gamification
  • Amazon to launch ‘special store’ for value fashion in India
  • Amazon Fresh launches Recurring Reservations feature for online shopping
  • TikTok Shop listings are surfacing on Google Shopping
  • Walmart to acquire VIZIO for $2.3 billion
Show more...
1 year ago
59 minutes 53 seconds

Cyber Monday / Next Commerce News
Every day is Cyber Monday! The growth of eCommerce continues to change retail every day. As first movers, we recognize that strategically responding to change requires knowing what is changing & how we should respond. But trying to stay up-to-date on top of your day job can be overwhelming! Hakuna Matata! It means no worries for the rest of your days, because we’re here to help. Join us each month as we’ve combed the latest retail and brand happenings to a) prioritize the eCommerce news that matters & b) spotlight trends, implications and winning strategies for retailers and brands alike.