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EP329 - Amazon Q2 2025 Results show art EP329 - Amazon Q2 2025 Results

The Jason & Scot Show - E-Commerce And Retail News

EP329 - Amazon Q2 2025 Results Welcome to the Jason and Scott Show Amazon's Mixed Earnings Report The Impact of AWS on Retail AWS Performance and AI Concerns Amazon's Advertising Strategy Amazon's Relationship with Google The Future of AI Investments User Experience and Advertising Economic Uncertainty and Consumer Behavior Welcome back to the Jason & Scot Show! In episode 329, recorded on August 1st, 2025, we dive into the highly anticipated Amazon Q2 earnings report alongside other critical tech giants' earnings results. Your hosts, Jason Goldberg (the retail geek) and Scott...

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Scoop: Brittain Ladd on Amazon's Local Vending Machine and Autonomous Robotic Rivians for Hyper-efficient grocery delivery show art Scoop: Brittain Ladd on Amazon's Local Vending Machine and Autonomous Robotic Rivians for Hyper-efficient grocery delivery

The Jason & Scot Show - E-Commerce And Retail News

Brittain Ladd worked at Amazon and helped them conceive of a model that was both cheaper than traditional package delivery and more convenient as well.  The goal? To help Amazon (2.5% share) grocery catch-up and ultimately beat Wal-mart in grocery (25% share). It starts with grocery distribution centers that are fully robotic/automated called Local Vending Machines (LVMs) instead of stores.  These LVMS can fill traditional Prime vans with product, or they can fill 'cartridges' that then fit in a specialized Rivian that accepts the cartridge full of product and then robotically...

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EP328 - News, Answer Engine Week show art EP328 - News, Answer Engine Week

The Jason & Scot Show - E-Commerce And Retail News

EP328 - Navigating E-commerce News and Innovations in AI Answer Engines for Commerce 0:36  Welcome to the Jason and Scot Show 4:53  Consumer Trends in Retail 5:03  Upcoming Retail Events 8:42  Insights on E-commerce Growth 10:35  Earnings Season Insights 44:13  Amazon Prime Day Analysis 51:30  New Developments with Alexa 56:00  Predictions for the Holiday Season In this episode of the Jason and Scot Show, recorded on Thursday, July 23rd, Jason and Scot delve into the latest shifts within the e-commerce landscape, emerging consumer trends, and the role of...

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EP327 - Agentic Commerce show art EP327 - Agentic Commerce

The Jason & Scot Show - E-Commerce And Retail News

EP327 - Agentic Commerce Happy Fathers Day! In this exciting episode of the Jason & Scot Show, recorded on Friday, June 6th, 2025, hosts Jason Goldberg and Scot Wingo dive into the latest happenings and insights in the world of strategic e-commerce, AI technologies, and retail innovations. This episode picks up where Episode 326 left off, continuing the engaging conversation sparked by their recent discussions around AI and its implications for the retail sector. Kicking off, the duo discusses the monumental news that Fiji Simo, the former CEO of Instacart, has been tasked with...

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EP326 - Are Retail Media Networks Mid? show art EP326 - Are Retail Media Networks Mid?

The Jason & Scot Show - E-Commerce And Retail News

EP326 - Are Retail Media Networks Mid? Happy Fathers Day! In our previous episode (326) Jason made a comment about retail media networks sometimes being over-hyped. In response, Scot recruited all his friendsd in the the industry and inticed to make a rebutle. Which she did via two part and a . So in this episode Jason doubles down and defends his position on retail media networks. In addition to covering the state of retail media networks, Scot introduces his new which everyone should subscribe to, and give a listen to his new focused on the latest Agentic Commerce news. Don't...

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Retailgentic crossover: Sucharita Kodali - VP and Principal Analyst, Forrester Research show art Retailgentic crossover: Sucharita Kodali - VP and Principal Analyst, Forrester Research

The Jason & Scot Show - E-Commerce And Retail News

In this episode, Scot Wingo is joined by Forrester retail analyst Sucharita Kodali to dive into the emerging world of agentic shopping and the growing influence of generative AI in commerce. They cover: - The explosion of retail media networks - Why marketplaces are making a comeback - OpenAI’s retail ambitions (and that Instacart CEO hire) - GenAI adoption across retail use cases - The rising threat to Google from TikTok and AI search - What’s actually agentic vs. “faugentic” ⏱ Notable Timestamps:  – What is Retailgenic and what’s at stake in AI shopping  – Why...

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Retailgentic: Michelle Grant - Director, Strategy and Insights, Retail and Consumer Goods show art Retailgentic: Michelle Grant - Director, Strategy and Insights, Retail and Consumer Goods

The Jason & Scot Show - E-Commerce And Retail News

Greetings Jason and Scot show listeners, here's another Retailgentic episode to hold you over until Jason and I can get our schedules to line up.    Today on the Retailgentic pod, we’re excited to share our discussion with , Director of Strategy & Insights for Retail and Consumer Goods at , to explore how AI agents are already reshaping retail, both online and in-store.   Reminder to subscribe to the retailgentic pod here-> The retailgentic substack newsletter here->   Finally, you can also check it out on YouTube .   Enjoy!   Scot

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Introducing: Retailgentic - A New Pod Focusing on GenAI Shopping Agents and the impact on retail: Retailgentic show art Introducing: Retailgentic - A New Pod Focusing on GenAI Shopping Agents and the impact on retail: Retailgentic

The Jason & Scot Show - E-Commerce And Retail News

Greetings Jason and Scot show listeners.  Today we are cross posting the first episode of a new podcast from Scot Wingo, the 'Scot' from Jason and Scot.  Don't panic!  The Jason and Scot show is still alive and kicking - Jason's schedule has limited our time together, but we're working on it.   While you wait, Scot has a new podcast that is focused on an area he's excited about - the disruption coming from AI Shopping agents.   This podcast has three elements:   Retailgentic substack -  - Regular long-form content on strategies in the World of AI...

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EP325 - Amazon Q1 2025 results and AI Commerce show art EP325 - Amazon Q1 2025 results and AI Commerce

The Jason & Scot Show - E-Commerce And Retail News

Amazon Q1 2025 results and AI Commerce Happy Starwars Day! In this episode we do a deep dive into Amazon Q1 2025 results. Amazon had an overall strong quarter with record profits from their retail business unit. Amazon GMV grew 7.9% in Q1 2025 vs the same quarter in 2024, three times as fast as the retail industy as a whole. We also cover the latest AI commerce news, including ChatGPT product titles, OpenAI partnership with Shopify, PerplexityPro, and much more. Subscribe to Scot's new substack and podcast, all about Agentic Commerce, called in conjuction with his new startup . Don't...

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EP324 - Amazon Q4 Earnings show art EP324 - Amazon Q4 Earnings

The Jason & Scot Show - E-Commerce And Retail News

EP324 - Amazon Q4 Earnings  In this episode we do a deep dive into Amazon Q4 and Full Year 2024 results. Amazon had an overall strong quarter with record profits from their retail business unit. Amazon GMV grew 11% in 2024 vs. 2023, almost three times as fast as the retail industyr as a whole. Amazon's North American GMV also nearly matched Walmart's in 2024 (Walmart reports it's Q4 results next week). We also cover the impacts and implicates of the de minimus ban in the US (which was lifted after only 4 days). We wrap up by comparing Amazon's 2024 growth to the rest of the retail...

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More Episodes

In this episode, Scot Wingo is joined by Forrester retail analyst Sucharita Kodali to dive into the emerging world of agentic shopping and the growing influence of generative AI in commerce. They cover:

- The explosion of retail media networks
- Why marketplaces are making a comeback
- OpenAI’s retail ambitions (and that Instacart CEO hire)
- GenAI adoption across retail use cases
- The rising threat to Google from TikTok and AI search
- What’s actually agentic vs. “faugentic”

⏱ Notable Timestamps:

00:06 – What is Retailgenic and what’s at stake in AI shopping
03:00 – Why retail media networks exploded post-COVID
07:30 – Instacart’s ad business & the OpenAI CEO move
10:00 – How big retailers are actually using GenAI today
14:00 – Is Google search under threat from ChatGPT, TikTok & Perplexity?
20:00 – Agentic shopping: hype vs. reality
26:00 – Could AI replace ticket brokers and influence high-demand shopping?
31:00 – The power of TikTok shopping and influencer-led discovery
33:00 – Closing thoughts on what’s truly “agentic” vs. faugentic

👉 Subscribe for more deep dives into the AI commerce revolution: https://www.retailgentic.com
📺 Watch episodes on YouTube: youtube.com/@retailgentic
🎧 Listen wherever you get your podcasts: Spotify, Apple, etc.