The Watson Weekly - Your Essential eCommerce Digest November 17th, 2025: Same-Day Facilities Key to Amazon's New Powerful Grocery Strategy, Walmart CEO Doug McMillion Steps Down, TheRealReal Records Record GMV During Earnings, and Google Releases Some AI Shopping Updates
Nov 17, 2025
Amazon is doubling down on its grocery strategy with same-day facilities to boost sales and frequency. Doug McMillon's exit from Walmart marks a pivotal leadership change as his tenure focused on digital transformation. TheRealReal reports impressive growth, highlighting consumer trends of trading down. Google introduces exciting new AI shopping features, enhancing the consumer experience and competing with OpenAI. Plus, a quick rundown of significant investment and acquisition news shakes up the venture capital scene.
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Same-Day Fulfillment Powers Grocery Growth
- Amazon refocused on its core flywheel and same-day fulfillment to scale grocery online.
- Speed, unified cart, and same-day facilities drive frequency and grocery growth.
Same-Day Facilities Scale SKU Reach
- Amazon's same-day facilities already serve over 1,000 cities and will cover 2,300 by year end.
- Typical same-day facilities host ~100,000 SKUs, making them a broad bridge to full Amazon assortment.
Execute The Flywheel Relentlessly
- Execute basics: deliver faster, expand selection, and build repeatable habits to win grocery online.
- Repeat the flywheel relentlessly to convert speed into frequency and revenue.