The investment, expansion, economics and corporate decisions changing how retail technology is funded and deployed.
The Korean retailer is putting a curated K-beauty assortment into roughly 580 U.S. Sephora stores. The real product may be Olive Young’s ability to decide what deserves the shelf.
Cloud revenue is accelerating, Qwen is inside shopping, and merchant agents are automating store work. Alibaba’s advantage is that it can monetize AI on both sides of a transaction.
After a decade of steering shoppers toward Walmart Pay, the largest U.S. retailer is embracing Apple Pay, Google Pay and contactless cards. That is less a payments upgrade than a rethink of where control in checkout actually matters.
Contactless payments are coming to every U.S. Walmart and Sam’s Club by year-end. The technology is ordinary; Walmart deciding it should be ordinary at checkout is the strategic shift.
VusionCloud now manages 522 million connected electronic shelf labels. The bigger signal is the recurring software and media business growing around hardware that used to do one job: show a price.