Simeon Gutman

U.S. hardlines, broadlines, and food retail analyst who led a cross-team effort to assess AI implementation across consumer companies and described retailer use cases such as Walmart's full-scale AI deployment.

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Dec 5, 2025 • 14min

AI Rewrites the Retail Playbook

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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