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Home Depot leans hard into technology.
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Welcome to Thursday. The grocery business has an unlikely new player: NYC itself. This week, Mayor Zohran Mamdani announced the first location of his planned city-owned supermarkets, set to open in East Harlem in 2027.

In today’s edition:

—Vidhi Choudhary, Alex Vuocolo

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Jordan Broggi Home Depot on stage

Shoptalk

The Home Depot is at a pivotal moment as it leans into technology to remove friction for its customers and associates all the way through the buying journey, from browsing to checkout.

While there’s little Home Depot does today that isn’t powered by technology, the push is set to become even more visible to shoppers, with a revamped mobile-app shopping experience slated for later this year.

The home improvement retailer will be “refreshing” the app, Jordan Broggi, EVP of customer experience and online at The Home Depot, told Retail Brew. News of the mobile app refresh comes as the company generated roughly $25 billion in annual revenue from its e-commerce business.

Home Depot continues to double down on digital innovation, even as broader market conditions shift.

Keep reading here.—VC

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STORES

Target storefront

Bgwalker/Getty Images

At Target, the baby aisle is quickly becoming a one-stop shop for parents.

As part of its latest turnaround effort appealing to “busy families,” the retailer is courting more premium brands in a bid to expand its baby aisle, and now pediatric medicine brand Genexa is joining the lineup after making the leap from the medicine aisle.

The move places Genexa’s pain, fever, cold and flu, and allergy medicines alongside diapers, wipes, and popular registry items, in what co-founder David Johnson called a “very novel” arrangement, given that most of its products are sold at pharmacies.

Ever since the closure of category killer Buy Buy Baby, Johnson said, there has been a lack of retailers offering a “whole experience,” where diapers, strollers, formula, and medicine are all available in the same department.

Keep reading here.—AV

TECH

Meta AI screengrab

Meta

If there was any doubt that Meta knows (or listens to) what its users want, it is eliminating that with another layer of AI. Meta has a new shopping experience built within Muse Spark, the company’s new AI model that launched last week.

The AI can suggest outfits, help users style a room, or figure out what to buy for friends and family. Meta’s new shopping model pulls from creator content and brand storytelling already on Instagram and Facebook that users follow. For retailers, it is another discovery channel powered by AI and conversational commerce.

Keep reading here.—VC

Sponsored by Walmart Business

SWAPPING SKUS

Today’s top retail reads.

Robo retail: A look inside the San Francisco store run entirely by AI. (NBC News)

Stretch a dollar: Utah passed a law to increase penalties on retailers who “chronically overcharge” consumers. (The Guardian)

Not so fast: Fast food chain Jack in the Box filed a lawsuit to stop a major franchisee from closing almost 40 locations in Seattle. (TheStreet)

Consumer AI trends: Klaviyo’s latest global survey looks at consumer shopping behavior, brand perceptions, and trust in AI tools. Flip through their findings and discover what insights you can leverage for your brand.*

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