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I think the point here is that it's foolhardy for grocery brands to rely on online advertising alone. There's been a big surge towards E-commerce, and we've seen a big surge towards retail media as a result, but most sales are still happening in brick and mortar stores.

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.

That's almost a third of them, and 39% from the same survey said that they're using BNPL for clothing, 11% for grocery, 10% for consumer electronics. Those are pretty big numbers. It's really something that retailers need to think about. And going back to your first point, Arielle, about debt and spending, Gen Z actually has the fastest growing credit card debt of all generations.

I don't know if this is exactly true, but if it's not, soon enough Instacart will be showing you carrots for your favorite grocery of the year and spinach is number two, stuff like that. Marcus Johnson:. You know what?

If you think about the way that we listen to podcasts in transit or while doing the dishes or while getting groceries, I would imagine that audiobooks are consumed in a similar way. So people might hit that limit and then be willing to pay extra for more access.

You can tune in tomorrow, if you'd like, to hang out with Sarah on the Re-Imagining Retail Show where she'll be speaking with insider intelligence, Senior Analyst, Blake Droesch, and Senior Director of Content, Becky Schilling, all about grocery.

So in the UK we have a few, I would say one that is notable is Argos, which is owned by Sainsbury's, which is one of our biggest supermarkets over here. And Argos kind of was one of the pioneers of click and collect.

Well, I think from the last time we spoke, I think the biggest thing to know from a commercial standpoint is that GPT-4 now has a plugin that can connect it to the internet, which means that consumers can use it to book flights on Expedia hotels, shop for groceries on Instacart. So I think this is really going to be a game changer for automated e-commerce, but the model is impressive.

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.

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.

There is in the snacking business and there was a big CPG snack branch with a supermarket sort of-ish type company. So they were together on stage and they think about snacking slightly differently because one has the end consumer versus the other one who's trying to reach the end consumer.

One survey I saw from KPMG noted toys as one of the biggest categories that people were expecting to spend more on this year, just after food or grocery and automotive or cars. So, I think there's definitely appetite for spending. People will always buy toys during the holidays. Parents are very, very hesitant not to buy their kids presents and those tend to be toys.

But I would say I definitely experience, in my own life, grocery loyalty leading to all kinds of retargeting out on the web and so forth. And I'm a little bit surprised that there hasn't been a little bit more questioning of it to date even. And I think there is some possibility for that going forward. Sara Lebow:.

We have a huge space in our closet where then I then drive it to the grocery store. And so it's a pain. I don't like them. I don't know why they don't shift just to the paper mailers. It doesn't seem like that big of a list. I suppose these are hardier, but I do think it's rather suspicious that they didn't give a date for when they will get rid of these.

You already get discounts on groceries at Whole Foods. I realized that not many companies can launch an everything bundle, but there are a handful that are big and powerful enough that they're going to try and I think that that's what we're staring down the barrel at. Marcus Johnson:. Yeah, interesting.