Cyber 5 / Next Commerce News
by firstmovr
Commerce is constantly changing. As first movers, we recognize that responding strategically to change means knowing what truly matters… and how to act on it. But trying to stay up to date on every retail, eCommerce, omnichannel and AI headline on top of your day job can be overwhelming. Join us each month as we cut through the market noise to surface the commerce signals that matter most for CPG leaders.
Episodes
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Cyber 5 / Next Commerce News October 2026
In this episode: Walmart Holds Prices as Sparky Lifts Conversion Brands Feed Alexa as Amazon Pushes Longer Attribution Costco Gained $2.5 Billion in CPG Wallet Share Gopuff Joins Instacart for 15-Minute Delivery Ahold Uses AI Agents in Retail Media, Builds Screens
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Cyber 5 / Next Commerce News September 2026
In this episode: TikTok Shop Cracks 2% of US Online Retail PepsiCo Puts AI Marketing Overhaul Up for Grabs Target's Grocery Bet Is Working, Now Comes the Hard Part Retail Media Builds Brands, Not Just Closes Sales Amazon Adds Alexa Fraud Checks and Restock Alerts BONUS: Meta Muse Launches as an…
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Cyber 5 / Next Commerce News August 2026
In this episode: The Store Aisle Gets 3,500 New Targeting Signals Retail Media Isn’t a Cart. Commerce Media Can’t Mean Everything TikTok Shop Wants Its Own Prime Flywheel P&G Prescribes a $3.8 Billion Wellness Expansion Product Content Gets an AI Distribution Pipe BONUS: Instacart Sends the Male...
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Cyber 5 / Next Commerce News July 2026
In this episode: Prime Day Proves the Summer Spike—and AI Rewrites the Funnel Albertsons and P&G Turn Retail Media Into a Content Studio Clorox uses TikTok Shop to test products, creative, and demand across Pine-Sol, Burt's Bees, Brita, Hidden Valley Ranch, and Clorox. Clorox uses TikTok Shop to...
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Cyber 5 / Next Commerce News June 2026
In this episode: Google Wants to Be the Cart Behind the Prompt Amazon is collapsing Rufus into Alexa for Shopping and putting the assistant directly into the Amazon search bar Instacart is extending Ads Manager directly to retailer partners Walmart’s Q1 readout shows the digital model maturing...
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Cyber 5 / Next Commerce News May 2026
In this episode: Rufus Gets a Raise: Amazon’s Chatty Shopping Bot Is Also a Media Sales Rep Walmart is giving Great Value a full private-label refresh across 10,000 food and consumable items, and it is doing more than changing the packaging Ulta is pushing beauty discovery deeper into Google’s…
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Cyber 5 / Next Commerce News April 2026
In this episode: OpenAI's first pass at agentic shopping proved the idea is real but the workflow is still brittle. Project Kobe points to Amazon's next retail act: blending big-box physicalretail, fulfillment, warehouse automation, and AI. Walmart and Target Want to Be Your AIShopping Buddy....
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Cyber 5 / Next Commerce News / March 2026
In this episode: For the first time in 13 years, Walmart has lost the #1 revenue crown. Amazon posted $716.9B in FY2025 revenue versus Walmart's $713.2B — a $3.7B gap driven by AWS and relentless e-commerce growth. Walmart's Q4 tells the other side of thestory: $190.7B in revenue, operatingincome...
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Cyber 5 / Next Commerce News / February 2026
In this episode: • Amazon shuts down palm-payment system and doubles down on online grocery and Whole Foods expansion • Retail media shifts into ROI and accountability era with AI-powered measurement and targeting • Walmart and Google partner to embed Gemini AI directly into Walmart and Sam’s…
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Cyber 5 / Next Commerce News / January 2026
In today’s episode: • Global online sales reach $1.3T as AI agents drive 20% of retail revenue • DoorDash brings ChatGPT-powered recipe-to-grocery ordering • Amazon launches browser-based Alexa+ shopping and planning hub • TikTok Shop captures one-fifth of social commerce market • Albertsons…
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Cyber Monday - Next Commerce News / December 2025
In this episode: Cyber Week 2025 is on track to smash records Online grocery sales hit US$11.6B in October, setting a new record Target launches an AI holiday gift finder to streamline gift shopping Target rolls out a ChatGPT-based shopping app that lets users build full carts Target introduces...
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Cyber Monday - Next Commerce News / November 2025
In this episode: Walmart captures 21% of U.S. grocery spending Walmart launches AI tools to enhance in-store shopping Walmart and OpenAI partner to enable purchases via ChatGPT Amazon’s “Help Me Decide” AI tool simplifies product choice Pinterest rolls out AI-driven boards to become a personal...
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Cyber Monday - Next Commerce News / October 2025
In this episode: Shoppers Are Embracing AI but Want Guardrails One-Third of Consumers Plan to Use AI for Holiday Shopping ChatGPT Lets Shoppers Buy Products Within the Platform Google Launches AI-Enabled Conversational Shopping Kroger Accelerates AI to Cut Costs, Boost Efficiency How Aldi…
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Cyber Monday - Next Commerce News / September 2025
In this episode: Online grocery sales top $11 billion in August, led by delivery Holiday sales could grow up to 3.4%: Deloitte Ulta targets wellness growth and raises full-year sales outlook Mass beauty outpaces prestige in the first half of 2025 Ralph Lauren rolls out AI-powered assistant to…
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Cyber Monday - Next Commerce News / August 2025
In this episode we will discuss... Grocery e-commerce sales jump nearly 30% in June U.S. online grocery sales grew in June, but shoppers demand better digital experiences. Ebay is doubling down on its investments in AI-powered customer experience and employee productivity in the second second…
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Cyber Monday - Next Commerce News / July 2025
In this episode we will discuss Online summer sales expected to be the equivalent of ‘two Black Fridays’ Prime Day order amount, household spend declines Prime Day drives $7.9 billion in first-day online spend Amazon reportedly shuttering Freevee streaming platform TikTok Shop debuts live price...
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Cyber Monday - Next Commerce News / June 2025
In this episode we will discuss... Tariffs are likely to drive Prime Day purchases Online grocery sales are growing rapidly, with a projected 8.9% annual growth rate through 2029 Loyalty memberships may be the key for small and mid-sized grocery players to win back Walmart e-grocery shoppers,...
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Cyber Monday - Next Commerce News / May 2025
In this episode we will discuss Walmart’s grocery sales reached $276B in FY2025, comprising nearly 60% of U.S. net sales. Instacart beat Wall Street estimates with its first-quarter results, recording a 14% year-over-year increase in orders. Walmart is expanding its beauty offerings with “Beauty...
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Cyber Monday - Next Commerce News / April 2025
In this episode we will discuss... Amazon taps AI for automatic product recommendations Amazon adds new grocery tools to Alexa Walmart + Week is coming back at the end of April Amazon provides more details on Google-like 'Buy for Me' feature Google Shopping released a suite of AI tools for…
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Cyber Monday - Next Commerce News / March 2025
Some of the headlines in today’s podcast: Sales at U.S. grocery stores will increase 3.1% this year to $1.6 trillion — a notable increase from the 1.1% sales growth the sector recorded last year. Amazon expected to surpass Walmart in revenue. Target aims to drive $15 billion-plus in sales growth....
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Cyber Monday - Next Commerce News / February 2025
Some of the headlines in today’s podcast: Consumer spending forecast to grow 3.1% this year. More than 90% of consumers purchase groceries both in-store and online. Ulta Beauty is looking at how to best tap into its loyalty program data to power personalization, Josh Friedman, vice president of...
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Cyber Monday - Next Commerce News / January 2025
Some of the headlines in today’s podcast: US online holiday spending hit $241B, a new record! AI influenced over $229B in global holiday sales Ulta Beauty lets customers try out hair colors with AI Target debuted its Bullseye Gift Finder Albertsons serves up AI-driven personalization for alcohol...
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Cyber Monday - Next Commerce News / December 2024
Some of the of the headlines in today’s podcast: Shoppers planning to shop omni this holiday season Online holiday spending reached $77.4 billion from Nov. 1-24, up 9.6% year-over-year Social commerce predicted to reach $1 trillion by 2028 Walmart virtual store with seasonal shopping features…
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Cyber Monday - Next Commerce News / November 2024
Some of the headlines in today’s podcast: Most consumers plan to shop online this holiday season Product review videos to influence holiday shopping Walmart+ membership fee slashed in half Amazon rolls out AI Shopping Guides for holidays and everyday Amazon tests personalized homepage features...
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Cyber Monday - Next Commerce News / October 2024
Some of the headlines in today’s podcast: Gopuff launched several new in-app, in-bag and off-platform advertising capabilities to help brands connect with Gen Z and millennial consumers Amazon launches suite of visual search features Amazon adds PayPal payment option to Buy with Prime Albertsons…
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Cyber Monday - Next Commerce News / September 2024
Some of the headlines in today’s podcast: Amazon and Walmart to capture 25% of U.S. retail sales and 66% of online retail sales by 2029 Amazon is officially kicking off its holiday promotional season with a sales event called Prime Big Deal Days Amazon adds annual plan to Prime grocery…
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Cyber Monday - Next Commerce News / August 2024
Some of the headlines in today’s podcast: 84% of Amazon Prime Day customers shopped exclusively at Amazon, with only 16% shopping at one other promotional event Costco's July net sales reached $19.26 billion, a 7.1% year-over-year increase Walmart captured 37% of the Q2 U.S. online grocery…
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Cyber Monday - Next Commerce News / July 2024
Some of the headlines in today’s podcast: How many households will shop Prime Day? Target countered Prime Day with weeklong sales event Grocery helps make Walmart+ week in June preemptive success Instacart enables shoppable YouTube ads for CPG brands Walmart’s off-site customer journey insights…
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Cyber Monday - Next Commerce News / June 2024
Some of the headlines in today’s podcast: Walmart hosting summer sales blockbuster in June Per Signifyd Ecommerce Pulse data, online grocery sales rose 22% YoY in April 2024 Per Numerator, Walmart’s hold on the grocery market continues to grow. Walmart expands metaverse Reebok launches AI sneaker...
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Cyber Monday - Next Commerce News / May 2024
Some of the headlines in today’s podcast: Online grocery sales projected to reach almost $120b by 2028 Amazon introduces Freevee and offers grocery subscription to Prime Walmart makes Roblox history with ‘real-world’ sales Best Buy debuts Apple Vision Pro app Amazon sets new shipping speed…
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Cyber Monday - Next Commerce News / April 2024
Some of the headlines in today’s podcast: Google introduces new tools using AI for image generation and virtual try-on features Amazon rolls out Amazon One palm recognition app Ghiradelli optimizes visual e-commerce content with AI Amazon completes $4 billion investment in generative AI developer...
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Cyber Monday - Next Commerce News / March 2024
Some of the headlines in today’s podcast: Target to launch paid membership program to rival Amazon Prime, Walmart+ Grocers see loyalty programs (even before membership) as make or break. E.l.f. Cosmetics launches ‘your best e.l.f’ experience on Apple Vision Pro and expands loyalty program with…
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Cyber Monday - Next Commerce News / February 2024
Some of the headlines in today’s podcast: Amazon announces Rufus, a new gen AI conversational shopping experience Kroger and GE let shoppers load their online grocery cart with shoppable recipe ingredients from an oven Sam’s Club to bring AI-based receipt verification technology into clubs...
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Cyber Monday - Next Commerce News / January 2024
Some of the headlines in today’s podcast: 2023 was a record- breaking holiday season for eCommerce Two-thirds of consumers planned to shop Amazon for holiday needs Target and Shipt supported holiday shoppers with AI tools by forecasting product demand, AI-powered search function and order…
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Cyber Monday - Next Commerce News / December 2023
Some of the headlines in today’s podcast: Shoppers spent record $76.8B online this autumn Cyber Monday hits new online spending record of $12.4 billion Walmart is widening the gap with Amazon in grocery eCommerce Simon introduces AI-driven holiday shopping tool Walmart to debut shoppable holiday...
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Cyber Monday - Next Commerce News / November 2023
Some of the headlines in today’s podcast: Amazon’s Prime Big Deal Days helps October online spending break records Home Depot launches its own mini-series Best Buy launches livestream holiday shopping series Amazon pilots collaborative mobile shopping feature Klarna adds AI-driven shopping lens…
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Cyber Monday - Next Commerce News / October 2023
Some of the headlines in today’s podcast: Adobe Analytics predicts this year’s online holiday sales between Nov. 1 and Dec. 31 will reach $221.8 billion, a 4.8% bump from last year. Results from Amazon’s October Prime Big Deal Days event suggest the promotion is a success for Amazon. Amazon’s…
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Cyber Monday - Next Commerce News / September 2023
Some of the headlines in today’s podcast: Walmart’s e-grocery sales share hits record high. The retailer accounted for nearly 36% of all U.S. online grocery sales in Q2, up 5% from the same period in 2022. Home Depot creates content hub for new homeowners. Luxury skin wellness brand Elemis has...
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Cyber Monday - Next Commerce News / August 2023
Some of the headlines in today’s podcast: Amazon is hosting an October 2023 shopping promo called Prime Big Deal Days for Prime members across 19 countries including the U.S. and Canada. Walmart leverages Roku for curated celebrity campaign and expands mobile AR shopping capabilities. 7-Eleven...
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Cyber Monday - Next Commerce News / July 2023
Some of the headlines in today’s podcast: 2023 Prime Day looks promising: an early read of Prime Day 2023 shows the average order size was $54.05, up from $52.26 in the same reporting period on Prime Day 2022. Nearly two- thirds (65%) of households shopping Prime Day placed 2+ separate orders,...
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Cyber Monday - Next Commerce News / June 2023
Some of the headlines in today’s podcast: Despite eCommerce Push, 87% of Grocery Transactions Occur in Stores. DoorDash is kicking off its fourth annual “Summer of DashPass” promotion. Instacart will pilot a feature for customers that lets them select their favorite personal shoppers to fulfill...
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Cyber Monday - Next Commerce News / May 2023
Some of the headlines in today’s podcast: Amazon has debuted Amazon Anywhere, a new shopping tool that allows users to make purchases within games and apps. Firework and The Fresh Market plan to pilot an automated platform that can respond to shopper questions post watching livestreamed videos....
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Cyber Monday - Next Commerce News / April 2023
Some of the headlines in today’s podcast: The Consortium to Reinvent the Retail Bag launched a pilot to test a returnable retail bag deposit model. Mercari, the secondhand goods marketplace, debuted Merchat AI, a shopping assistant that uses the artificial intelligence software ChatGPT. Walmart...
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Cyber Monday - Next Commerce News / March 2023
Some of the headlines in today’s podcast: Online grocery shoppers have declared which retailer provides their most preferred e-commerce experience: Walmart received the top ranking, Amazon Fresh followed at #2. The Fresh Market has introduced a digital-only magazine with interactive shopping...
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Cyber Monday - Next Commerce News / February 2023
Some of the headlines in today’s podcast: Online retail sales surpassed $1 trillion last year “for the first time in history”. Online grocery sales projected to grow 11.7% over the next five years. A DTC cosmetics brand, Buxom Cosmetics, running a six-month metaverse promotion called “Buxom...
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Cyber Monday - Next Commerce News / January 2023
Some of the headlines in today’s podcast: Holiday e-commerce sales broke records in 2022 The use of digital technologies by both shoppers and grocery store associates are forecast to increase in 2023, but improvements are necessary if retailers are to maximize performance. Walmart has launched a...
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Cyber Monday December 2022
Some of the headlines in today’s podcast: Cyber Monday Drove $11.3 Billion in Online Spending, Breaking E-Commerce Record TikTok pilots in-app commerce in the U.S., as TikTok’s parent company, China-based ByteDance, attempts to establish a robust livestream shopping business in the U.S. Putting...
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Cyber Monday November 2022
Some of the headlines in today’s podcast: Digital commerce extends way beyond online sales. Before the pandemic, 51% of sales were influenced by digital shopping tools, today 60% are, by 2027 it will be 70%. What is the reason for high digital influence and how it varies across the categories?...
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Cyber Monday October 2022
Some of the headlines in today’s podcast: Retailers are offering early holiday deals with Amazon holding its Prime Early Access Sale, while Walmart is hosting its "Rollbacks and More" saving event. Walmart is diving into virtual spaces with the launch of two Roblox experiences, a new digital...
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Cyber Monday September 2022
Some of the headlines in today’s podcast: Prime Exclusive Discounts for Amazon's Fall Prime Day are now available for submission. And even more submissions are now available on VC. Amazon has become "Google" of Product Searches, with 61% of consumers beginning their product hunt on the retailer's...
About this show
Commerce is constantly changing. As first movers, we recognize that responding strategically to change means knowing what truly matters… and how to act on it. But trying to stay up to date on every retail, eCommerce, omnichannel and AI headline on top of your day job can be overwhelming. Join us each month as we cut through the market noise to surface the commerce signals that matter most for CPG leaders.
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firstmovr
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