Edited 31 October, updated 1 November 2025
To understand the size: 40 billion is roughly 20% of Walmart‘s total capitalisation of $806 billion.
Traffic to US retail sites from GenAI browsers and chat services increased 4,700% year-on-year in July, according to Adobe.
McKinsey stated in a report this month that, by 2030, AI agentica could generate up to $1 trillion in retail revenue in the US and $3 to $5 trillion globally.
The downside is that retailers are giving away valuable data by allowing transactions to take place in AI apps instead of on their own websites. Today they are excited about AI because they alternatively have to pay search engines like Google and e-commerce heavyweights like Amazon for the privilege of appearing higher on their pages.
This could, of course, change in the future.
Data and its management are increasingly important and indeed, from the US comes confirmation Lidl, Hormel and Kellanova are rethinking category management.
Once considered a mature discipline, category management is now undergoing an evolution.
As the path to purchase becomes increasingly fragmented, both retailers and consumer goods manufacturers are re-examining the way they define and manage categories.
Category management has been influenced by multiple industry changes, including shelf digitisation, the growth of retail media and the increasing use of artificial intelligence to shape assortment, pricing and promotion decisions…
Read also Walmart enhances supply chain with AI, IoT and RFID sensors
