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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, and 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 and CPG, AI has moved from isolated experiments to a core part of how leading brands plan demand, run stores, and design customer journeys.
Most retailers in the survey are already using or evaluating AI and plan to increase spend again in 2026, yet only a subset are translating that investment into clear margin lift and distinctive customer experiences.
As valueseeking consumers, channel fragmentation, and labor constraints intensify, the gap is widening between AInative operators and 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, and 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, and content), what Agentic AI looks like in a retail context, and how teams are rearchitecting data and workflows to support it.
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