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The AI Briefing is a recurring AI deep-dive for decision-makers.
Each month, we select one high-signal industry report, circulate it in advance, & meet to cut through the noise.
This Month's Source:From Warehouse to Wallet - State of AI in Retail & CPG 2026 (NVIDIA - Jan 2026)
Across retail & CPG, AI has moved from isolated experiments to a core part of how leading brands plan demand, run stores, & design customer journeys.
Most retailers in the survey are already using or evaluating AI & plan to increase spend again in 2026, yet only a subset are translating that investment into clear margin lift & distinctive customer experiences.
As valueseeking consumers, channel fragmentation, & labor constraints intensify, the gap is widening between AInative operators & incumbents still treating AI as a set of pilots rather than a new operating system for retail.
The Mission:Turning AI retail budgets into real operating leverage
This session goes beyond generic AI in retail hype to examine how AI is actually reshaping merchandising, supply chain, stores, & CX-and why so many initiatives still stall at the proofofconcept stage.
We will dig into where returns are emerging in practice (forecasting, inventory optimization, pricing, service, & content), what Agentic AI looks like in a retail context, & how teams are rearchitecting data & workflows to support it.
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