A look at Amazon's and Walmart's differing approaches to agentic AI shopping; Similarweb says Walmart doubled its AI referral share in the US to 32.5% in 2025
Walmart's Flipkart says about 200M Indian users engaged with social videos and livestreams promoting products on the platform in H1 2025, up from 75M a year ago
Satviki Sanjay / Bloomberg : X: @businessline and @business X: @businessline : Flipkart is betting big on video commerce to win Gen-Z shoppers. With 200M+ users engaging via videos in H1 2025, livest...
The Shein India app, launched by Mukesh Ambani's Reliance Retail in partnership with Shein, has struggled to gain traction after launching in February
but can it crack the code to dethrone Amazon and Walmart-backed Flipkart in India's $125B e-commerce race? Reports @_ananyaaa &. @kunalpurohit for @restofworld: https://restofworld.org/... @rinachandr...
How Walmart's investment in tech, including an AI tool to plan worker shifts, helped it take on Amazon, with 18% of its ~$680B revenue in 2024 generated online
Walmart was founded by Sam Walton, who grew up in a farming family, in 1962. …
Amazon has made just 100 Prime Air drone deliveries so far, after projecting 10K US deliveries in 2023; Wing has made 330K deliveries, Zipline has made 600K
WATCH NOW — Amazon drones make 100th delivery, lagging far behind Alphabet's Wing and Walmart partner Zipline Tweets: @theo_wayt Tweets: Theo Wayt / @theo_wayt : Amazon told CNBC today that it's mad...
Numerator: Amazon has a 3%+ US grocery market share between its branded stores and Whole Foods; UBS: physical stores made up ~90% of US grocery sales in 2022
Wall Street Journal : Tweets: @alephblog and @carlquintanilla Tweets: David Merkel / @alephblog : Amazon hasn't taken over your refrigerator yet. But it's still trying. https://www.wsj.com/... Intere...
Numerator: Amazon has a 3% US grocery market share including branded stores and Whole Foods; UBS: physical stores accounted for ~90% of US grocery sales in 2022
Amazon is still barely scratching the surface of the grocery market despite years of efforts. Tweets: @alephblog and @carlquintanilla Tweets: David Merkel / @alephblog : Amazon hasn't taken over your ...
Amazon plans to hire 150,000 seasonal workers, the same as in 2021, ahead of the holidays; Walmart plans to hire 40,000, down from 150,000 in 2021
Bloomberg :
Association of American Publishers: audiobooks revenue is up 17%+ YoY, e-book sales are up 16%+; NPD BookScan says US print book sales are up ~8% in 2020
With people stuck at home and so many other activities shut down, a lot of reading — or at least a lot of book buying — happened this year. Tweets: @nytimesbooks , @nytimesbooks , @pamelapaulnyt , @fi...
Supply chain algorithms used by companies like Walmart and Amazon, which rely on past data to forecast demand, have been completely upended by the pandemic
The data the algorithms use isn't reliable — Even during a pandemic, Walmart's supply chain managers have to make sure stores … Tweets: @dancharvey Tweets: Dan fine coffee / @dancharvey : Algorithms...