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Is AI the Answer to Big-Box Retail’s Woes?
· 30 min
Episode Is AI the Answer to Big-Box Retail’s Woes?
The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-estate brokerages.
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Tyler Crowe, Matt Frankel, and Jon Quast discuss: - The tariff refund for big box retailers - What retailers are doing with AI assistants and agentic AI - Uber’s partnership with Zipline - Amazon’s big “splash” with drone delivery - Why AGNT stock hasn’t been a winning investment…yet
Companies discussed: HD, LOW, TJX, WMT, TGT, UBER, AMZN, BRK.A, BRK.B, AGNT, REAX
Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Bart Shannon
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