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Cautious optimism at NRF around AI and shopper sentiment in 2026

Modern Retail Podcast · with Julia Waldow · January 17, 2026 · 33 min

Summary

The NRF 2026 conference revealed a mood of cautious optimism, with a significant shift from theoretical AI discussions to practical, implementable solutions for checkout and discovery. Ecommerce operators should focus on leveraging AI to enhance customer experience, prioritize clear value propositions to attract and retain shoppers, and strategically adapt to evolving market dynamics by focusing on growth and internal efficiencies.

Key takeaways

Themes

ai in retailbusiness strategy & growthcustomer-centric strategiesretail innovation

Topics covered

agentic commerceai for checkout and discoverybrand relevance strategiesgoogle and microsoft retail toolsnrf 2026 takeawaysrobotics and futuristic retail techshopper sentimentvalue proposition in retail

Episode description

This week, co-hosts Gabriela Barkho and Melissa Daniels are joined by senior reporter Julia Waldow to dive into takeaways from the National Retail Federation's 2026 conference; it's the retail industry's biggest conference, and typically sets the tone for the year. The mood at NRF was cautiously optimistic, with brands and retailers showing off their best use cases of agentic commerce and AI tools to help with checkout and discovery. Waldow explains how the week also saw announcements from the likes of Google, and Microsoft about the tools they're deploying for retailers to try. But at the same time, executives said there is still some friction, with many attendees themselves saying they don't trust AI to do their shopping for them. Barkho discuss how beyond technology, brands talked about how to court today's shoppers by focusing on value, and the ways they're looking to stay relevant. Other key themes discussed on the show include: How AI in retail has shifted from hypothetical use cases to case studies of practical applications  The far-fetched robotics and technologies seen on the Expo Floor  Brands becoming less vocal about tariffs and immigration-related challenges as they focus on growth in a complex landscape

Frequently asked about this episode

What does this episode say about ai in retail?
Investigate and pilot AI tools from major tech players like Google and Microsoft for checkout and product discovery to enhance customer experience and operational efficiency.
What does this episode say about business strategy & growth?
Develop clear value propositions and customer-centric strategies to attract and retain shoppers who are increasingly prioritizing value.
What does this episode say about customer-centric strategies?
Monitor and evaluate practical AI applications and case studies within retail to identify proven solutions that can be integrated into your ecommerce operations.
What does this episode say about retail innovation?
Prioritize internal growth and efficiency initiatives, and strategically adapt communications regarding macro-economic factors to maintain focus on core business objectives.
What does this episode say about ai in retail?
Explore agentic commerce applications to streamline customer interactions and transactions, but be mindful of consumer trust and potential friction in adoption.

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