Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker Sponsor Announcement

Announcing the sponsors for the Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker.

Home Depot Earnings Not A Retreat, About That Viral Citrini Post

And... Avalara acquires Versori, Reddit is testing a new shopping experience, Jampack raises seed funding, and AI leads to more, not less, work.

The Stripe 2025 Annual Letter, Magic Tricks, Amazon and The Curious Missing Element From Amazon's OpenAI Investment

And... Where is the 30% eCommerce growth Stripe reports? Why negotiating with Amazon is impossible, and what to watch for in the Costco earnings call.

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

And... Zuckerberg is creating this version of Jobs' famous "reality distortion." Vendors are back sending inventory to Saks Global, and Sam Altman now talks 2030 to investors

FedEx Envision Summit: AI in Supply Chain Keynote

FedEx's $98B By 2030 Moment and is Salesforce Playing Offense or Defense?

Bloomreach announces AI-driven ARR, Mirakl shares its 2025 look-back, and Profound raises $$ for AI marketing.

Marketplace Briefing: Why Shopify believes ‘no one is better positioned to lead’ in the AI shopping era

The Media First Brand Playbook, Amazon’s Fortune 1 Takeover, and the Inventory Death Spiral

And... why BattlBox employs more creators than marketers, Bob’s Discount Furniture hits the NYSE, and Amazon officially unseats Walmart as the largest U.S. company.

Walmart’s Trillion-Dollar Flex, the Section 122 Pivot, and the "Goliath Paradox"

And... why 50% of Amazon’s GMV comes from just 1.6% of sellers, Aritzia’s Fred Segal acquisition, and Walmart’s 30-minute delivery obsession.