Until we're serving humanoid robots and they have the ability to spend money, we're serving people. We're going to put people in front of people.

We're really excited about how generative AI is already helping us with search and chat. It's more of a solution approach today to go into our search bar and say, "I wanna prepare for a seven year old's birthday party." You get a better answer than what we could've done in the past. And I'm excited about how search and chat will be more relevant and personal in the weeks and months to come. And it's moving really quickly.

E-commerce had become so big and the plan was moving along such that you can't undo it now, you can make it better, you can plus it up, you can find some synergies and remove some of the older problems we had of the separation, but it created some newer problems and some complexity on how you actually integrate a supply chain, for example.

People were wondering, "How do you even do food e-commerce? Are we going to be dropping strawberries on somebody's doorstep? It doesn't feel like we're going to be doing that". But what we believed is that in the US pickup might work. So we started in California and then Denver, and a team started working to put everything in place to do grocery pickup and in the beginning we even had a separate app. It was an orange online grocery app.

It was always the plan to bring things together, but just like the structure, it needed to be separate for a while for good reasons. We couldn't pick at store level the full Supercenter for a while. It's a lot harder to receive an e-commerce order and pick a toy at Christmas on time than it is to pick the strawberries every day, because you know where they are.

We love basket businesses, the Supercenter is a basket business, Sam's Club is a big basket business. We want to build an e-commerce business that's a basket business, not just a spear fishing exercise.