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Shopping in America Between Bentonville and Bezos Lessons from the two giants of American retailing



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Shopping in America

Between Bentonville and Bezos

Lessons from the two giants of American retailing


Jun 4th 2016 | From the print edition

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FOR decades a titan has towered over America’s shopping landscape. Walmart is not just the world’s biggest retailer but the biggest private employer and, by sales, the biggest company. Last year its tills rang up takings of $482 billion, about twice Apple’s revenue. But now the beast of Bentonville must cope with an unfamiliar sensation. After ruling as the undisputed disrupter of American retailing, Walmart finds itself being disrupted.

The source of the commotion is online shopping, specifically online shopping at Amazon. E-commerce accounted for $1 in every $10 that American shoppers spent last year, up by 15% from 2014. Amazon’s North American sales grew at about twice that rate. Walmart’s share of America’s retail sales, which stands at 10.6%, is still more than twice Amazon’s, but it peaked in 2009 at nearly 12%. In January Walmart said it would close 154 American stores. It may need to shut more.

Walmart’s “supercentres” once offered an unmatched combination of squeezed prices and expansive choice, but this formula is losing its magic (see article). Discounters and other competitors are rivalling Walmart’s low prices at the same time as Amazon’s warehouses can beat its range.









Amazon is also offering something different. Whereas Walmart has strived to help Americans save money, Amazon is obsessed with helping them save time. Amazon has become a new kind of big-box retailer, with warehouses placed strategically around America to speed deliveries to customers. Innovations such as Dash, which lets you press a button in your kitchen to order soap or coffee, could turn Amazon from an online store into something like a utility.

Walmart is fighting back. It is spending billions in the hope of growing even larger. It is offering more goods to more customers, in stores and online. With its legendary attention to detail, it is making its operations even more efficient. For instance, it will save more than 35 truckloads of buttercream icing this year, after spotting that its bakers were leaving too much icing in the bottom of their tubs. By using 27 different boxes rather than 12 to deliver online goods, the firm reckons it can save 7.2m cubic feet of cardboard boxes a year.

Last month sunny results sent up its share price by 10%. Yet far from offering comfort to other retailers hoping to knit together physical and online businesses, Walmart’s fightback shows how hard it will be for them to repel Amazon.

Other retailers cannot rival Walmart’s size—still its most potent weapon. Nine out of ten Americans live within ten miles of a store owned by Walmart. That gives it a unique advantage in e-commerce, because it can both ship from its stores and let consumers pick up baskets of goods that they ordered online. Its vast grocery business, which is harder to move online than non-perishable goods, provides further protection. Although investments have squeezed Walmart’s profits, the firm can afford to invest more than any other in information technology.

Space race

For smaller, worse-managed firms selling clothing, shoes and so on, the prognosis is bleaker. Since April 1st shares in some of America’s most famous retailers, including Macy’s, Gap and J.C. Penney, have plunged by more than 25%, in part because of the march of online firms. In the age of Amazon only those that offer better service, greater convenience or an experience that is hard to mimic online will do well. TJX, which offers brand-name goods at a discount, is thriving, because customers prefer hunting for treasures that are physically there in front of them. Customers come to Nike’s shops not just for trainers but for running clubs. Walmart is betting that it has the brawn and the brains to be in this group. However, others have less cause for hope.


Apple touts A.I. in iOS -- with barely a mention of the term -- and opens 'crown jewels' to devsacos cloud


Apple rebrands OS X as 'macOS,' taps upgrade as 'Sierra'

Credit: Apple


Execs walk developers through new features, enhancements in all four of its operating systems




regg keizerBy Gregg Keizer

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Computerworld | Jun 13, 2016 1:42 PM PT

Apple CEO Tim Cook and a small battalion of his lieutenants took to a stage today in a fast-paced keynote that pushed back against talk that the company lags behind rivals  in artificial intelligence (A.I.) and opened some of the company's crown jewels to third-party developers.

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Monday's Worldwide Developers Conference (WWDC) keynote focused on software and, to a lesser extent than last year, on services, touting small and not-so-small improvements to all four of its operating systems: macOS, iOS, tvOS and watchOS.

Cook spent relatively little time holding court, and the keynote was much more structured, and clearer, than last year's event, said Jan Dawson, chief analyst at Jackdaw Research.

"Last year was rough and a bit of a mess," said Dawson of 2015's WWDC keynote, which went long. "It felt unstructured, as if they crammed too much in. They learned from that this year. Today's was very structured, but yet covered more ground and never felt out of control. And each presenter handed off to the next, rather than have [Cook] back out to introduce each."

Throughout, Dawson said, Apple made two major statements to developers, and peripherally, to customers as well.

"They pushed back on the narrative that Apple is handicapped in A.I.," said Dawson. "But not directly. They dropped in the right terms here and there, but really, what they did is show, not tell."

Dawson was referring to the talk circulating among pundits that Apple is behind rivals -- including Facebook, Google and Microsoft -- in the battle to bring more intelligence to technology. "What Apple did was show how their products were getting better" with more intelligence, Dawson added, citing improvements to Siri as the prime example.



iri on mac

Siri -- Apple's digital assistant -- arrives on the Mac with macOS Sierra.

Patrick Moorhead, principal analyst with Moor Insights & Strategy, concurred.

"Apple responded nicely to the threat put in front of them by Google and Microsoft," said Moorhead, "and showed that they've been working on A.I. improvements for a long time."

Like Dawson, Moorhead called out Apple's "show me" strategy of the keynote. "Apple didn't exactly show how a conversational bot would work, but what they did show was how three people could order food from the same menu without having a bot."

Dawson, Moorhead and Carolina Milanesi, an analyst with Creative Strategies, all also identified a second thread in the presentation: Apple opening up important APIs (application programming interfaces) to outside developers.

"They opened up the crown jewels," said Moorhead, ticking off Siri, Maps and Messages, three first-party apps that until today were only available to Apple's engineers. "Now they're creating a messaging platform that's open to commerce and voice."

"They opened up domains that were Apple's exclusive playgrounds," Dawson added. "That will create some new business models for developers and new types of apps."

"But they did that in a smart way, the way Apple normally does things," Milanesi said. "They didn't open it totally, but by domains. So Siri will know where she is, and she'll be smarter because of that. The access is controlled, so that the user will have the best experience."

iOS turns 10

Craig Federighi, who heads OS X and iOS development, unveiled 10 improvements and additions to iOS 10.

But while he ticked off 10 items, some were more equal than others.

As rumored, Siri will be opened to third-party developers to expand the assistant's capabilities on iOS. Out of the box, iOS 10's Siri will work with several of the most popular apps, letting users say, "WeChat Nancy that I'll be five minutes late," as Federighi demonstrated, to hand off the task to WeChat.

Siri will also integrate with other apps, including Skype, Pinterest and Uber for specific chores such as calling, pulling up photos and requesting a ride.


On the photo side, iOS 10 will use facial, object and scene recognition to categorize, then locate images. With the stress lately on artificial intelligence by rivals Microsoft and Google, it wasn't surprising that Federighi said "A.I." more than once to talk up, and then demonstrate, new features in iOS's Photos apps.

Dubbed "Memories," the feature brings specific images to the forefront, those selected by algorithm to highlight, for example, individuals' faces or certain locales. Memories also auto-assembles photographs into a collection, a recognition that people take stills and video, but rarely put them into any kind of organization.

iOS's most-used first-party app -- Messages -- also got a whirlwind of new tools, including customized text balloons, obscured images that appear with a slide of the finger, larger emojis, rich links and Digital Touch, the draw-on-the-screen feature brought from watchOS.

"Apple's enhancements to Messages acknowledges [the] fun that has driven messaging apps, but stakes out own ground," argued Ross Rubin, an analyst at App Annie, in a tweet during the keynote.

Top of Form

Bottom of Form

And Apple will open Messages' APIs so developers can, for instance, craft animated "stickers" for use in texts, or send payments and order food via Messages.

iOS 10 will support devices as far back as the iPhone 5 and iPad 2, the former from 2012, the latter from 2011, and both now discontinued.

OS X is dead, long live macOS

Federighi also introduced OS X ... er, macOS.

As expected, Apple recast OS X as macOS today, putting the Mac's operating system into the same format as the company's other OSes. Federighi also tagged the upgrade as "Sierra" -- the long form as "macOS Sierra" -- to keep with the cadence of California place names.

Blitzing through the new features, Federighi introduced Siri -- Apple's digital assistant -- on the Mac, a migration that many have expected for years. Siri will respond to searches and commands, just as it does on the iPhone.

Also new in Sierra, said Federighi, are Continuity enhancements that include a link between an Apple Watch and a Mac for authenticating the user, eliminating the password necessary to log onto the machine; and a universal clipboard shared between multiple Macs as well as iOS devices.

iCloud Drive, Apple's online storage service, got some attention in Sierra as well, with an extension of the auto-copy feature -- previously only able to update the Documents folder -- to the Desktop folder, too. Another new feature, which Apple called "optimized storage," sweeps old-but-still-useful data and files into the cloud and dumps no-longer-needed data into the dustbin.

macOS Sierra, like last year's El Capitan, will go into public preview in July and ship this fall. Registered developers can grab the new operating system today.

What's up with the Watch, and tuning Apple TV

Apple also introduced watchOS 3, an upgrade to the year-plus-old Apple Watch, with several user interface (UI) and user experience (UX) tweaks, including Scribble, which lets owners trace letters on the watch face with their finger, one at a time -- say, C-A-L-L J-O -- to reply to an incoming message. Scribble works in both English and Chinese, the latter an obvious nod to Apple's critical market in the People's Republic.

Apple Pay can also be embedded within third-party developers' Watch apps with version 3.

WatchOS 3 was released to developers today, and will be available as a free upgrade to all Watches this fall.

emote app

Eddy Cue, Apple's top internet software and services executive, touted improvements to the Apple TV and its tvOS. Apple will release an iPhone app that duplicates the functionality of the Siri-powered remote, including gameplay, implemented via the iPhone's sensors. Also getting some serious applause from developers was single sign-on, which with one set of credentials logs the user onto all his or her network apps, whether DirecTV, HBO or Hulu.

Cue also briefly covered a revamp of Apple Music on the iPhone and called the user interface (UI) remodel "more intuitive" than the original. Cue then passed the baton to Bozoma Saint John, an Apple Music executive who brought some energy to the presentation -- and demonstrated that the audience wasn't willing to get up and dance -- as she stepped through the streaming service's changes.

The Economist



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