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Walmart has grocery squared. Actually, Dealworthy is the new private label brand, and it's also expanding one of its other low price private label brands of household essentials.

Well-known name in Europe, now the supermarket is taking the US by storm opening around 100 shops a year. "Faster than anyone else," says property consultancy JLL. Last year, Aldi took over 400 Winn-Dixie and Harveys Supermarkets in the South of the US, and they plan to invest $9 billion over five years, opening 800 new Aldis on top of the 2,400 it already has.

On today's podcast episode, we discuss whether people will ever buy items they see in TV shows, if online ratings are broken, a relaunched Amazon Shipping trying to compete with UPS and FedEx, if CNN and sports can move the needle for streaming service Max, whether the continuing partnership between Target and Starbucks is boosting curbside pickup, where we got gas before gas stations, and more. Tune in to the discussion with our vice president of content Suzy Davidkhanian and analysts Blake Droesch and Paul Verna.

As soon as consumers start to tighten their belts because their costs of groceries and other essentials are eating up a bigger share of their wallet, they cut back on basically the expenditures like dining out and going to do things.

It's such a massive behavior change to use a device for something like ordering groceries and healthcare. But yeah, do enough people use it? 145 million. I was trying to think of a good proxy and I was surprised to know that there are more voice assistant users than wearable users, for example. 89 million of those would've wrongly guessed if you asked me that in the multiple choice question. But yeah.

I think it launched its first fully integrated digital to physical experience, Life of George back in 2011. And since then, it's launched quite a lot of different AR enhanced experiences that merged physical and digital play like its Lego AR studio app, which digitizes some of its most popular sets.

Quick consumer adoption of new technology has been a hallmark of China鈥檚 digital economy; think mobile payments, online shopping, super apps, and livestreaming ecommerce. In 2024, tech companies will launch an exuberant number of AI applications, but only those that offer true value to consumers will survive. Asia-Pacific offers the metaverse a second life.

So I fully recognize that Amazon Fresh got a makeover just last year, but I'm not really sure if redesigning the stores, growing the selection, adding a Krispy Kreme donut shop to the store is really a big enough changes to enable Amazon to grab a bigger hold of the grocery market. Grocery is a category where scale really matters and Amazon just doesn't have the scale. Sara Lebow:.

Yeah, but next time I get change at the grocery store, I'm just going to drop on the floor and be like, "One second. It's legit. Okay, fair enough." Anyway, today's real topic, The Great Behind the Numbers Takeoff, Health Trends 2024. In today's episode, first in the lead we'll cover health trends for 2024. No in other news today.

Christopher Mims of the Wall Street Journal writes that, for decades, seeking knowledge online, and seeing it, has meant Googling it and clicking on the links. But seeking information using a search engine could be almost completely replaced by the new generation of large language model powered systems, says Ethan Mollik, associate professor at the Wharton School of UPenn.

People have started using BNPL a lot more for groceries, for example, and groceries are something people have to buy every single week. That $100 grocery bill is then $100 more the next week and the next and the next, and it snowballs and it gets out of hand.

And that's going hand in hand with their push to sell more of the kinds of products that you want quickly, namely things like grocery, food and beverage, personal care products, household supplies. We're seeing phenomenal sales growth for Amazon in these categories in our most recent forecasts, and I think that's an area where they're continuing to push for.

Our estimates show that Twitter isn't in the top 15 companies by US digital ad revenues. So if you went down the list of the top US digital ad revenues by company, you get to 15 companies before you would reach Twitter. It's behind Pinterest, it's behind Roku, it's behind Snapchat, and it's just 0.6% of the market. It's more on par with Yelp and Instacart than it is with Facebook or Google.

Suzy Davidkhanian:. ... many products that are more expensive online than in-store, and I can't remember what website I saw it on where it says, "Buy it online, it's $5, buy it in the store, it's 4.50." Again, these are made up numbers.

And interestingly, they're even starting to bring some of the technologies that have taken off online and bringing them into store. They announced a partnership with L'Oreal to have L'Oreal products scannable with a QR code that lets you do virtual hair color, and this is taking place in Walmart stores. So it's very interesting just how they're all over the place.

And I think a lot of people are looking for inspiration, so this is a great way to get that inspiration on paper instead of online. Zak Stambor (03:48):. I totally agree. I love this move. I think at a time when we're just bombarded with digital stuff, digital content everywhere, having a physical object ... And this physical object is on thicker paper stock. It's got really vivid, beautiful images.

Starbucks has not been doing well for a long time, and even though they've tried to do quote, unquote, innovation, their ex-CEO came in from a CPG background and they thought maybe that would help at least with a different sort of sense of products maybe at the grocery store, and even that hasn't really worked in their favor.

Yeah, I mean, this is the thing where I buy groceries, I complain about grocery prices, and then I still buy a $7 coffee the next day. Becky Schilling (03:40):. I just have to remember that retailers are smart and they can sense how consumers are feeling.

And Amazon showed us that that didn't work when you try and bring that online experience in store. Sara Lebow:. Disney used to have mall stores, maybe they still do, that were definitely destinations at the mall, but this was when I was a kid and going to the mall was more of an activity. Suzy Davidkhanian:. But you were buying Disney dolls and characters and other...

It could be the spring thing, it could be the Stanley Cup Playoffs where audiences, in TV and other digital channels, are increased. But it's the time when a lot of national brands and national advertisers in Canada refresh creative. Bill Fisher:. And what do Eurovision Song Contest parties mean for retailers and marketers? Matteo Ceurvels:.

And then of course for Uber, they've got the grocery and the restaurant delivery business, and particularly on the grocery side, we've got continued very strong growth for them. But to Max's point, that's not the whole story. That's just top line growth, they need to control cost, they need to figure out how to be profitable.

And so for a lot of retailers, they've just been ignoring them or pushing those people online. And so the estimates are it's like five to 15% or so, and so that's a lot of people to push aside. And it's also a lot of people to welcome in. Suzy Davidkhanian:.

In a recent Glow and Nielsen survey of 33,000 US shoppers, about half of respondents either started or stopped using a food or grocery brand based off of that brand's ESG behavior.

On today's podcast episode, we discuss whether Amazon's online sales business glass is half full (or half empty), if you should advertise on Amazon without selling there, and how much offering primary care to Prime members can move the needle. "In Other News," we talk about Bed Bath & Beyond's marketing, its comeback, and why Pinterest beat everyone's expectations. Tune in to the discussion with our director of Briefings Jeremy Goldman and analyst Zak Stambor.

And that's the other side of the split screen in terms of the government stepped in and they made sure that those customers got their money, but had they not, the effect would've been on payroll, means workers not getting paychecks, which means covering rent, mortgage payments, groceries, things like that. Especially troublesome for startups.