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SEPTEMBER 16, 2026 |
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In this edition: |
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TOP STORY
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Agentic commerce has moved from buzzword to balance sheet, and the numbers prove it. |
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IN THE NEWS |
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DoorDash invests in Wonder while expanding its mealtime footprint. DoorDash is teaming up with Wonder, the food company that aims to build a so-called “super app for mealtime” that also owns DoorDash rival Grubhub. |
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Amazon Now’s rapid rise in India offers a quick commerce playbook. Amazon India’s ultrafast delivery service Amazon Now has crossed $1 billion in annualized gross sales based on the past three months, putting it on pace to hit that milestone over a 12-month period. |
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Activewear becomes Old Navy's next growth bet. Old Navy is turning its activewear assortment into a sub-brand, Old Navy Sport, in a bid to gain authority in the highly competitive category. |
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ANALYSIS |
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While Amazon's Alexa, Apple's Siri, and Google Assistant dominated the 2010s, AI-native voice interfaces like ChatGPT's Voice Mode now set the standard for conversational fluency. |
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As of February 2026, OpenAI’s continued improvements to ChatGPT Voice signal that traditional voice assistants face an existential challenge: adapt to generative AI or become legacy products. |
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PODCAST |
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We discuss what back-to-school tells us about the holiday shopper, ways AI could show up during holiday shopping, and one holiday change retailers still have time to make in their digital strategy. “Reimagining Retail” is made possible by Verve. |
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QUIZ |
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What fashion item would US adults most likely consider buying secondhand on Depop? |
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A) Bags B) Jackets or Outerwear C) Jewelry D) Pants, jeans or shorts
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