WM AI Overhaul | T.Supply +1.5% | Sheetz Chainsaw Sliced
Why Walmart Is Overhauling Its Approach to AI Agents at WSJ. “It became very clear that we could dramatically simplify,” said Suresh Kumar, Walmart’s chief technology officer and chief development officer. “If I have an agent that helps you with your payroll and I have a different agent that helps you with identifying merchandising trends, you shouldn’t have to remember that and switch between those two.” WSJ subs.
…Walmart Taps Instacart Executive to Lead Its AI Ambitions at WSJ. “…hired Daniel Danker, an executive at Instacart, as the head of global AI acceleration, product and design. Danker will report to Walmart Chief Executive Doug McMillon, a sign of how Walmart aims to use AI as a central tool throughout its business. The company said it is also recruiting an AI platforms leader that will report to global chief technology officer Suresh Kumar.” WSJ subs.
Tractor Supply Q2 comp sales +1.5% / Comp avg. transaction +1.0% Press release
Newsweek: America’s Best Retailers 2025: #1’s: C-store – Buc-ee’s / Supermarket – Publix / Home Improvement – Tractor Supply…Full list
Trump met with Amazon’s Jeff Bezos at the White House last week, sources say at CNBC
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Walmart’s security center keeps tabs on global threats at Talk Business. “The center is in the basement of a building on Walmart’s new corporate campus…Walmart said GSOC is five times larger than the former emergency operations center…A wall-sized electronic map at the front of the center represented the U.S.-based supply chain fleet with all the trucks en route to their destinations. The map is updated every 15 seconds.” Read more
PRWeek Power List 2025 – #2 Walmart’s Dan Bartlett at PR Week
Amazon is acquiring Bee, maker of a wearable AI assistant that listens to conversations at GeekWire. “Bee is one of several startups developing wearables that listen to everything you say and turn recordings into summaries and insights. Bee also integrates email, calendar, contacts and more data.” Read more
Sheetz location to offer chainsaw sliced sandwiches at WTAJ
Vitamin Shoppe founder to list his Hamptons estate for $89M — after trying to sell it off-market for $125M at NY Post. “…the most unusual amenity may be the regulation-length, nine-hole golf course with views of nearby Fairfield Pond — a personal project of the golf-loving Horowitz.” Pics/Read more
Foot Locker and Dick’s Sporting Goods extend antitrust review period for merger at Investing
Nestle said that prices for its KitKat bars and Nespresso coffee pods could rise further in the second half of this year at CNBC
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