In this episode:

• Online grocery sales top $11 billion in August, led by delivery
• Holiday sales could grow up to 3.4%: Deloitte
• Ulta targets wellness growth and raises full-year sales outlook
• Mass beauty outpaces prestige in the first half of 2025
• Ralph Lauren rolls out AI-powered assistant to dole out fashion advice
• Walmart Realm adds new digital storefronts to woo Gen Z
• How Instacart is upgrading smart carts to drive omnichannel shopping
• Amazon integrates Lens visual search with its AI shopping assistant
• Pinterest has effectively become an AI-enabled shopping assistant
• Holiday shoppers plan to use AI to compare prices
• Almost half of AI search tool users prefer them to Google
• Best Buy, Uber Eats partner on same-day delivery