Alicia and Andrew are Nick-less this week but none the less are deep in the holiday retail news with everything happening in the industry.
Walmart Watch:
Walmart exceeds Q3 revenue expectations with $169.59B in earnings.
Concerns loom over proposed tariffs and their impact on everyday low prices.
Can Walmart balance affordability with rising costs and political challenges?
QVC's Makeover:
QVC rebrands as QVC Group with a $1.5B revenue goal.
Strategy includes streaming commerce on Netflix and TikTok, celebrity partnerships, and revamped product curation.
Will the "forefathers of live shopping" stay ahead in the game?
Perplexity AI’s Shopping Shake-Up:
New "Buy with Pro" feature enables seamless checkout for curated product recommendations.
Visual search tool Snap to Shop adds more discovery options.
Privacy and retail implications spark debate—game-changing or too invasive?
Timestamps:
[00:00:04] Intro and holiday chatter
[00:08:20] Walmart’s Q3 results and tariff talk
[00:25:40] QVC Group’s $1.5B plan
[00:40:55] Perplexity AI’s shopping assistant
[01:05:15] Wrap-up and gratitude in retail
