Digital Retail Intelligence

Stories

Milestone Moments.

Defining moments in retail, told by the people that defined them.

AI + Retail Talent Beats AI Alone

At FairPrice Group, store managers and buyers are using AI as a force multiplier, reframing the question from what the technology can do to how quickly teams can adopt it.

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Retail Media's Day One Moment: With the Industry's Founder

What started with a $2,000-a-day side hustle at Walmart and a MP3 player giveaway on Expedia, evolved into the industry's greatest new profit engine.

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Walmart eCommerce in Brazil: Blank Page to Scale

Starting with a blank page at Walmart Brazil just as eCommerce was taking off globally, Flavio Dias built one of retail's most remarkable digital transformations.

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FairPrice Group Builds the Store of Tomorrow

How Singapore's dominant grocer, serving 1 million customers daily in a country of 6 million, is using AI to build a genuinely future-ready retail model.

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How the Invention of Clubcard Changed Retail Forever

Jordan Berke sits down with Clubcard's very own, Tim Mason, on the data bet that reshaped retail loyalty - and whether AI is the next 'Clubcard moment.'

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Sam's Club China's Blueprint for Digital Retail

At NRF Europe, Andrew Miles unpacked the thinking behind Sam's Club China's digital evolution and what the rest of the world's retailers can take from it.

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Videos

Worth Watching.

Interviews and conversations with the people building what's next in retail.

Their Future Wasn’t Another Large CFC

Daryl Porter reflects on the decision to mothball a major semi-automated grocery CFC before it ever opened, choosing discipline and foresight over sunk-cost thinking.

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Video

TOMORROW-Fest: Six Years In

The team comes together in Austin for TOMORROW-Fest, marking six years - recharging, reconnecting, and thinking bigger about what's next.

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Video

Retail Is in Its A2C Era

From the Shoptalk stage, TOMORROW's 2030 prediction: Agent-to-Consumer as the new growth channel, and what it means for retailers now.

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Video

When Stores Become a Feed: Content-Driven Retail

From his RetailSpaces keynote, Jordan Berke on how leading retailers bring digital content into the physical store - 'retail-as-a-feed.'

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Video

Tariff Turbulence and the 'Global Economy 2.0'

A View Ahead with Jordan Berke on the five developments reshaping retail as tariffs recalibrate the global commerce landscape.

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Video

Amazon Fresh, Reviewed Aisle by Aisle

Jordan Berke joins The CPG Guys for a candid review of Amazon's refreshed Fresh format across assortment, value, and convenience.

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Video

Walmart's P/E Just Passed Amazon's: What It Signals

A View Ahead with Jordan Berke on how marketplace capability is reshaping retail value, and the three shifts that separate the winners.

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Reads

Bite Sized Reads.

Quick reads and sharp takes from across the industry.

Uber Is Becoming a Retail Growth Channel

With 30% of new retail customers crossing over from the rides app, Uber is turning its super app flywheel into an unexpected and high-converting channel for retailers.

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WeChat Wrote the Playbook for Platform-Era Retail

As AI platforms threaten to own the shopping interface, WeChat's 2016 evolution offers a proven playbook for how retailers can win from within a dominant platform rather than against it.

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Winning Retailers Are Thinking Like Platforms

Marketplaces drive 80% of eCommerce growth over the next four years, and the retailers pulling ahead are the ones that have shifted to a platform-first mindset, serving sellers with precision.

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Paid Membership Revenue Hit $46B Last Year

Membership revenue grew 52% in four years, and the largest retailers are now binding subscriptions directly to media, payments, and expanded benefits to deepen lock-in.

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Is LATAM Retail's Next China Moment?

LATAM is showing the same early signals that preceded China's retail shake-up a decade ago, and the retailers who act now have a rare window before disruption becomes the default.

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Two Ways AI Is Reshaping Retail Now

TOMORROW identifies two distinct forces reshaping retail: Co-Consumption, which transforms the shopping experience, and Co-Intelligence, which transforms how retailers operate and decide.

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Unfilled Roles Cost Retailers Over $1M Annually

Every 50 unfilled corporate roles costs retailers more than $1M in unrealized revenue per year, as talent gaps slow transformation in real time.

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Walmart and Kroger Bet Big on Co-Intelligence

Walmart and Kroger have embedded AI across their entire operating models as standard practice, not as a pilot, reshaping decisions across discovery, analysis, and operations.

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AI Is Woven Into Everyday Commerce

22% of US ChatGPT prompts are consumption-related, signaling that AI tools have become a core part of how consumers discover and decide what to buy.

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Articles

The Long View.

Longer-form perspective from the TOMORROW team.

Using 'Smart Capacity' to Rebuild an Insights Team

When the pace of the business shifts, the way retail teams operate must keep pace, and so does the way they bring in expertise: a consulting-grade practitioner, pre-vetted, working as a peer from day one.

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Recommerce Is Retail's Next Global Growth Channel

What was once treated as liquidation, returns management, or a niche P2P marketplace behavior is becoming one of retail's most underbuilt growth channels.

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Content Is a Core Retail Growth Engine

In the 2026 Australia Post eCommerce report, Jordan Berke argues that content has shifted from a nice-to-have to one of the most important growth engines in retail today.

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Keeping up to date

Our Recommendations.

The books, podcasts, and shows keeping our consultants sharp.

Sam Walton: Made in America

The definitive story of retail innovation, entrepreneurial grit, and culture building - and a reminder that transformative growth begins with an obsessive focus on the customer.

Get the book →

Co-Intelligence: Living and Working with AI

One of the clearest and most practical perspectives on how humans and AI will work together to transform productivity, creativity, and decision-making.

Get the book →

Omni Talk Retail

A fast, useful, and operator-led view of the developments shaping omnichannel retail, from emerging technology and customer behavior to the week’s most important industry moves.

Listen →

OFFBounds Retail

A distinctly global perspective on the executives, strategies, and bold decisions shaping the future of retail and modern commerce.

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Daily Stoic

Retail, like life, rewards leaders who stay focused on what they can control, respond deliberately to uncertainty, and maintain perspective through constant change.

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Bloomberg Originals

Deeply researched reporting that explains the technologies, companies, and structural forces transforming business and society.

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The thinking shaping what's next in digital retail.

Where retail leaders read us.

Retailers Warn Absence of Tariff Price-Hikes Won't Last

Content Is a Core Retail Growth Engine

Amazon's Omnichannel Grocery Strategy

Aussies spend a record $69 billion online

Milestone Moments.

AI + Retail Talent Beats AI Alone

Retail Media's Day One Moment: With the Industry's Founder

Walmart eCommerce in Brazil: Blank Page to Scale

FairPrice Group Builds the Store of Tomorrow

How the Invention of Clubcard Changed Retail Forever

Sam's Club China's Blueprint for Digital Retail

Worth Watching.

Bite Sized Reads.

Uber Is Becoming a Retail Growth Channel

WeChat Wrote the Playbook for Platform-Era Retail

Winning Retailers Are Thinking Like Platforms

Paid Membership Revenue Hit $46B Last Year

Is LATAM Retail's Next China Moment?

Two Ways AI Is Reshaping Retail Now

Unfilled Roles Cost Retailers Over $1M Annually

Walmart and Kroger Bet Big on Co-Intelligence

AI Is Woven Into Everyday Commerce

The Long View.

Using 'Smart Capacity' to Rebuild an Insights Team

Recommerce Is Retail's Next Global Growth Channel

Content Is a Core Retail Growth Engine

Our Recommendations.

Sam Walton: Made in America

Co-Intelligence: Living and Working with AI

Omni Talk Retail

OFFBounds Retail

Daily Stoic

Bloomberg Originals

Stay ahead of what's happening in digital retail.

The thinking shaping what's next in digital retail.

Where retail leaders read us.

Retailers Warn Absence of Tariff Price-Hikes Won't Last

Content Is a Core Retail Growth Engine

Amazon's Omnichannel Grocery Strategy

Aussies spend a record $69 billion online

Milestone Moments.

AI + Retail Talent Beats AI Alone

Retail Media's Day One Moment: With the Industry's Founder

Walmart eCommerce in Brazil: Blank Page to Scale

FairPrice Group Builds the Store of Tomorrow

How the Invention of Clubcard Changed Retail Forever

Sam's Club China's Blueprint for Digital Retail

Worth Watching.

Bite Sized Reads.

Uber Is Becoming a Retail Growth Channel

WeChat Wrote the Playbook for Platform-Era Retail

Winning Retailers Are Thinking Like Platforms

Paid Membership Revenue Hit $46B Last Year

Is LATAM Retail's Next China Moment?

Two Ways AI Is Reshaping Retail Now

Unfilled Roles Cost Retailers Over $1M Annually

Walmart and Kroger Bet Big on Co-Intelligence

AI Is Woven Into Everyday Commerce

The Long View.

Using 'Smart Capacity' to Rebuild an Insights Team

Recommerce Is Retail's Next Global Growth Channel

Content Is a Core Retail Growth Engine

Our Recommendations.

Sam Walton: Made in America

Co-Intelligence: Living and Working with AI

Omni Talk Retail

OFFBounds Retail

Daily Stoic

Bloomberg Originals

Stay ahead of what's happening in digital retail.

Let's build what's next, together.