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Megan Clapp
U.S. food producers and leisure analyst focusing on AI adoption in food and staples, discussing early-inning adoption, top-line opportunities, and examples like Hershey and General Mills.
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Dec 5, 2025
• 14min
AI Rewrites the Retail Playbook
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In this insightful discussion, Simeon Gutman, a retail analyst, highlights how Walmart is leading AI integration in shopping, using GenAI tools and computer vision for enhanced experiences. Megan Clapp, who specializes in food and staples, shares how companies like Hershey and General Mills are beginning to harness AI for targeting ads and improving forecasting. Arunima Sinha provides a macroeconomic perspective, discussing AI's potential to enhance productivity while complementing the labor market, shaping future growth forecasts.
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