GLP-1s Shrink Plus-Size Racks, Amazon Eyes Fully Automated Delivery Stations & Instacart Adds Petsense

Hello, everyone. This is OmniTalk Retail. I'm Chris Walton, and you are listening to the Retail Daily Minute, your quickest, fastest breakdown of all the day's top retail news. Today's podcast is brought to you once again with the help and support of R&S Logistics. Are you looking for a fulfillment and distribution partner? That's just right. Well, RNS Logistics is small enough to provide custom solutions and that personal touch, while also still boasting 2 million square feet across 10 locations in the Southeast. With technology that can scale your growing e-commerce operations, visit rswarehousingsolutions.com and get your quote today. This morning we've got news on Amazon's push toward fully automated delivery stations and Instacart's new same-day delivery partnership with PetSense. But we begin today with a quieter retail retreat. Plus-size clothing is disappearing from store shelves and the GLP-1 boom. appears to be the reason why. According to Bloomberg Businessweek, retailers like H&M have been quietly cutting their largest sizes. H&M confirmed it's dropped 3XL and 4XL for women after expanding to those sizes just a few years ago. Aritzia, Mango, and Zara are reportedly showing similar drops in extended size assortments per data from retail intelligence platform Edited. Of course, none of these companies will say the dirty seven-letter word Ozempic out loud. H&M's line is that, quote, demand hasn't been as great, end quote, which for sure, maybe. But an Accenture retail lead is on record saying the size curve is changing fast and roughly one in five U.S. households now has a GLP-1 user in it, according to PwC. That's more than a coincidence. That's actually a trend line. And dressing it up as a neutral business optimization decision? rather than owning the real driver is a pretty classic case of corporate spin dodging what is already a borderline inconvenient truth at best.

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All right, we are back. And our next story has to do with Amazon quietly building toward fully automated delivery stations. And Amazon itself is already trying to walk back news of this headline. The effort is known as Project Tetromino. Yes, Project Tetromino. And it hit the media because of a Business Insider report citing an internal planning document with specific financial projections for automating Amazon's last mile delivery stations. the manual sorting hubs that sit between the fulfillment center and your doorstep. BoxBot, a robotics startup backed by Toyota Ventures and Maersk, is reportedly a key technology partner, using conveyors and AI-driven trays to sequence packages automatically. Now, Amazon's official line is that the details reported here are, quote, inaccurate and don't reflect our current plans, end quote. And that it is just one of the many early stage concepts the company evaluates. However, according to sources, they've already opened up a last mile innovation center in Germany where they're testing similar types of ideas. They're on pace to more than