

It can improve the customer experience if ads are done in the right way and we also want to make sure that we don't do anything that causes our prices to go up in our retail business.
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Retail is detail, and that plays out throughout the international business as well. Today's portfolio has got omnichannel businesses in Mexico, Central America, Canada, China, but we also have an e-commerce marketplace in India with Flipkart and our financial services business in India, PhonePe - those are a bit different, but the other markets have a lot of commonality strategically.
The marketplace is so important because we got to be in the consideration set. When somebody takes their phone out, and it's so easy to choose where you're going to go shop, if you don't have a really broad assortment, you're not even in the consideration set, and so that's one of the reasons why I was so convicted that we needed a marketplace all along, and others were too.
Customer satisfaction has always been the number one goal for retailers, and in the future, customers will be more empowered than ever to drive the change they want, as they get more control over their shopping experience.
You can compare the retail business to basketball. You have to have a plan, you have to hustle, you have to rely on each other, and there's a scoreboard on the wall.
We grew this business with the store operators and the merchants making all the decisions, I got to be one of the merchants and it was a lot of fun. But to put the customer in charge, you have to start with design.
I think that people that shop Walmart frequently and love the brand the most find it very natural to come to us first for e-commerce. But for others that may shop around or not have chosen to shop at Walmart in the past, you get what you earn, and our opportunity to earn their business starts with winning their grocery and consumables basket.
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