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Layoffs Proliferate Across Operations Units

| Mike O'Brien

The pain from pullbacks in retail and ecommerce spending is being felt across the board in logistics, delivery and shipping operations, both internal and external, with layoffs announced at a number of companies resizing in line with lowered demand. From Walmart to 3PLs, trucking, supply chain and robotics, reports continue to pour in.

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Gap Inc. Exits Retail Media to Focus on Other B2B Areas

| Mike O'Brien

A year after its launch, Gap Inc. has decided to exit its retail media and advertising business, in order to focus more time and investment on its B2B logistics services and custom apparel, as it faced competition from major retailers whose media networks held more appeal for brands.

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Target Joins the Warning Parade

| Mike O'Brien

Target joined fellow retail bellwethers Walmart, Home Depot and Amazon in warning about softness in consumer demand for 2023 as it reported better-than-expected earnings and revenue for Q4, although the figures cleared a lower bar.

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Amazon Expanding Same-Day Capabilities

| Mike O'Brien

Amazon is aggressively expanding same-day delivery capabilities after a major pullback in planned fulfillment facilities which overshot demand when the pandemic boom receded. Feeling the competitive heat, Amazon is redirecting its investments toward smaller hubs closer to customers, making fast delivery a higher priority in 2023.

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Moosejaw Being Acquired by Dick’s Sporting Goods

| Mike O'Brien

Moosejaw Mountaineering, the outdoor lifestyle retailer acquired by Walmart as it was building up its stable of digital native brands in the last decade, has now been purchased by Dick’s Sporting Goods, a more natural home for its products and audience as Dick’s looks to expand its vendor base.

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Walmart Cautious in 2023 Outlook

| Mike O'Brien

Walmart reported ecommerce growth of 17% in Q4 to $80 billion, representing 13% of total sales, and beat expectations overall, but warned of a challenging climate for the rest of the year based on consumer sentiment and macro signals, sending uneasiness through the industry and the markets.

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ChatGPT, Generative AI and How They’re Impacting Retail

| Mike O'Brien

ChatGPT, the generative AI tool based on Microsoft-backed OpenAI technology, is creating media buzz on a new level, with its much-touted ability to create human-seeming language, content and interactions for just about any business or private context. It’s also causing major disruption in retail, even as ethical and legal issues arise.

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Instacart Plans to Launch SMB Service

| Mike O'Brien

Instacart is launching a new service aimed at SMBs, including possibly smaller niche and specialty grocers as well as office supply firms, in a bid to increase revenue lost to major grocers that have taken back fulfillment, as it looks to boost a sagging valuation ahead of an expected IPO.

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Amazon Ad Revenue Up, Ecommerce Down in Mixed Q4

| Mike O'Brien

Amazon reported a mix bag of results for its fourth quarter and year, with ad revenue up but ecommerce sales down, and even the vaunted Amazon Web Services, the company’s profit driver for years, fell short of expectations in what executives repeatedly called an “uncertain economy.”

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Walmart Envisions Drone Delivery for Millions

| Mike O'Brien

Walmart is starting to see demand pick up for its drone delivery service, as the giant retailer has expanded to 37 store-based deployment hubs in seven states and 26 municipalities, with 6,000 deliveries in 2022, an executive told attendees at NRF’s Big Show 2023 in New York.