Omni Talk Retail Starbucks $1B Delivery Secret, Oreos In AI & Amazon's Whole Foods Doritos Gamble | Fast Five
Nov 5, 2025
Amazon is testing mainstream brands like Pepsi and Doritos at Whole Foods with innovative ShopBots. Starbucks has surpassed $1 billion in delivery sales, prompting a rethink of their store strategy. Mondelez is investing heavily in generative AI to cut advertising costs significantly. Kroger and Uber Eats are integrating restaurant delivery into their app, while Grubhub partners with Instacart for nationwide grocery delivery. The hosts also discuss whether AI-generated ads are the future and what perks could entice holiday shoppers.
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Whole Foods Is Being Amazonified
- Amazon is testing adding mainstream grocery brands and convenience items into Whole Foods via back-room robots and kiosk stores.
- Chris and Anne believe this signals Amazon may erode Whole Foods' differentiated identity over time.
Automate For Starbucks Delivery Growth
- Starbucks should automate and scale pickup-only "dark" cafes to serve fast-growing delivery demand.
- Prioritize store operations then invest in infrastructure to reliably fulfill high-volume delivery orders.
AI Works Today For Short-Form Ads
- Mondelez already uses AI-generated social videos and avoids synthetic human likenesses for now.
- Short-form AI content is practical today, while longer broadcast uses are being explored for holidays and premium events.