C (4:25)

Well, the Winn Dixie Company has unveiled its blow up in Florida Grocers better watch out. We've been around a minute, a hundred years to be exact, starts a video unveiling the company's new look. Yeah, we've had some ups and downs, but now we're in charge of our own destiny. So it's time for a glow up. While the company could have kept its announcement future focused, it decided to own up to some of its rocky history to show its focus on stability going forward. Southeastern Grocers of the company was known until this month, emerged from bankruptcy in 2018 and said it will go public at the start of 2021, but pulled the plug on its own IPO plans before the year ended playing its divestiture of stores outside Florida, Eastern Grocer stormed the Winn Dixie company want shoppers to know that its destiny is in good hands as it focuses on jazzing up its presence in this Sunshine State. Its new visual identity has a cleaned up logo, a refreshed color palette with veggie inspired colors. How about that? New fonts and a marketing tone that's a little sweet, a little sassy and 100% real, according to the video. Meanwhile, the shopping experience is getting upgrades such as a fresher produce, better meat cuts and updated stores. While makeovers are never a guarantee for success, we still remember the cringy like a lot a lot jingle that save a lot. Unveiled in 2021, this rebranding could be exactly what Winn Dixie needs to stand out amid the ultra competitive Florida grocery market, which includes fan favorite Publix rapidly expanding discount to Aldi and Kroger in some ways through dark warehouse stores. Peter, over to you.

B (5:56)

Yeah, Introducing a new logo to try and compete against the customer experience at Publix or the value at Aldi. We' we'll see how that plays out a bit Sree, shall we? Meanwhile, the Chicago Sun Times reports that Amazon has received final approval from the Village Board of Orland Park, Illinois to build what it refers to as the first of its kind, 230,000 square foot big box store built on a 35 acre plot of land that it says will offer shoppers general merchandise, household items and groceries. And Amazon prime membership won't be required to shop there and it will offer pickup areas and online order integration. There will also be about 800 parking spaces. Amazon doesn't yet have a name for its retail concept, but said in a statement that it expects to open in late 2027 at the earliest. The information also has an interview with Jassy in which he said, quote, that many AI powered shopping tools, the experience hasn't been great yet because they get product information or pricing wrong. But he said that he expects that to improve over time, though any partnerships will require the right value exchange between agents and retailers. In recent months, OpenAI and Google have been making a push into chatbot shopping as well as new product ads, putting them on Amazon's retail turf. When it comes to advertising, Jassy said that Amazon's advantage is in keeping ads relevant for shoppers based on their behavior, something he said is not simple to do. In addition to as he said, I think that we're excited about agentic commerce. I think that it has a chance to make it easier for customers to find what they want. If you know what you want, it's pretty hard to find a better experience than popping onto Amazon, searching and Finding it. But the one place still where physical retail has some advantages in my opinion is the ability to go in, not know what you want, ask questions, refine those questions, have somebody point you to different things. And I think agents are going to help customers with that type of discovery. And it's part of why we're investing so much in Rufus, which is our shopping assistant, which has really gotten quite good. And I think that over time that we will work with other third party agents as well. I think today the experience has been great. You know, I think that a lot of these third party agents, they don't have you your buying history, they don't have what you like. A lot of the information around pricing and the product is off. But over time I do believe that will get better. I also think there needs to be the right value exchange between the agents and between the retailers themselves. But I'm optimistic that those will work out. We're having some conversations, lots of people, and I'm very bullish on the commerce. So says Andy Jassy. That's a mouthful. Go ahead, Sree.

C (8:37)

Yeah, Peter. To me, opening of a physical general merchandising store is a long game for Amazon. You know, fast forward 20 years, God knows what this will look like compared to Walmart. I mean, they may become the world's largest retailer many times over.

B (8:50)

So, you know, the big challenge Sree has been, you know, Amazon Fresh is really not been the promise that it.

C (8:57)

Was generated to be.

B (8:58)

Yeah, we'll, we'll see if they can get GM a little bit better than they've been getting grocery.

C (9:03)

I certainly will look forward to whenever that store opens. I mean, and he says it's early 2027 at the earliest. So anyway, just held outside San Diego and Chula Vista at the Gaylord Pacific Resort. The 2026 FMI Midwinter Executive Conference, January 2124 focus heavily on the collision of artificial intelligence with consumer health and economic volatility. A summary of a few of the quick themes and takeaways from the event. The rise of the agent to consumer Dominant theme was the shift from consumers browsing for themselves, using AI agents to shop on their behalf. Sessions explored how algorithmic gatekeepers, or AI twins, are beginning to curate purchases, meaning brands may soon need to market to algorithms rather than just humans. Discussions moved beyond basic automation to predictive retail, where computer vision and AI digitize the entire store environment to manage labor and inventory in real time. Of course, there was the FMI Tech Pitch Competition. This year's Innovation Spotlight features startups like Better Basket, Genuine and Swish brand experiences focusing on bridging the gap between digital strategy and physical store operations. The post GLP1 pantry and metabolic Health area the industry is preparing for structural shifts in food consumption driven by health trends, particularly the widespread use of weight loss medications. GLP1 and agonist expert discussed metabolic health becoming a distinct grocery category similar to how plant based evolved. That's crazy Peter. This includes foods supporting gut metabolism and circadian rhythm, not just weight loss. Retailers analyzing how weekly appetite cycles and rapid body changes among GLP1 users are altering demand for apparel, beauty specific food categories. Lot of conversation about economic volatility in the K shaped economy. Nielsen IQ in fact presented about the K shaped curve. Executives addressed the widening gap between different consumer segments and polarized spending. The K shipped economy remains a challenge with higher income shoppers driving growth in premium organic formats while price sensitive households stick strictly to essentials. Then there was a lot of talk on supply chain resilience, discussions around the need for data discipline to manage price volatility and supply chain shocks, moving from reactive firefighting to proactive AI governed execution. Reinventing loyalty was the last one. The traditional points for purchase model is being challenged by closed ecosystem, then walled gardens. Retail is increasingly building walled gardens similar to Costco Amazon prime where Amazon has pretty much walled itself against AI bots coming in and searching its data, where data health partnerships and retail media networks lock customers into a specific ecosystem. And then from CRM to relevance, there's a push to move loyalty programs beyond generic rewards towards hyper personalized engagement driven by real time data.

B (11:37)

Over to you Peter as we wrap up a reminder to catch up with our recently released episode featuring Chobani Chief Customer Officer John Frost and Syndico CEO Simon Angus. All right folks, that's our take on relevant commerce happenings from so many announcements this past week we thought were meaningful and could not pass on.

C (11:56)

For a riff.

B (11:56)

We hope you enjoyed it. Please do click like our posts all our platforms and follow us on LinkedIn, Instagram, TikTok and now YouTube. Of course make sure you're on LinkedIn looking at all the pictures from FMI we snapshots with a lot of our favorite people and you might even see a familiar face on one of my one of my polo shirts. So in any event, we'll see you next week everybody.

D (12:18)

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