Duke Cannon body wash retailed at $7.99 at Target and Walmart but was listed at $15 on Amazon under 1P, an 88% price premium driven by third-party 1P cost structures.

“Body wash we were selling at Target, Walmart, $7.99, $15 on Amazon.”

Rohan Oza on repositioning Poppi at Walmart, the framing shift that preceded the brand's breakout growth.

“I said, 'Guys, this is not prebiotic soda. This is Modern Soda for tomorrow's generation.' And I made a full story. And the light bulb went off at Walmart's head.”

Rohan Oza explains how reframing Poppi from 'prebiotic soda' to 'Modern Soda for tomorrow's generation' in a Walmart pitch was the narrative pivot that unlocked retail adoption and explosive growth.

“I said, 'Guys, this is not prebiotic soda. This is Modern Soda for tomorrow's generation.' And I made a full story. And the light bulb went off at Walmart's head.”

Walmart stated it expects to employ fewer workers by 2030 due to AI-driven productivity gains.

“Walmart gets on it says in 2030 we'll have less employees than we have.”

Selling on Amazon via 1P can actually destroy price parity across retail channels, with a brand's own product appearing at nearly double the price versus mass retail.

“Body wash we were selling at Target, Walmart, $7.99, $15 on Amazon.”

Third-party Amazon pricing for Duke Cannon products ran nearly double the shelf price at Target and Walmart.

“The way we were working through a third party, those were almost double the prices they were on Target, Walmart.”

The Universal Commerce Protocol is a cross-industry standard backed by Walmart, Target, Etsy, American Express, Mastercard, Stripe, Visa, and Google, worth watching as a potential foundation for AI-native commerce interoperability.

“These big retailers like Walmart, Target, even Etsy. I think American Express, MasterCard, Stripe's involved, Visa.”

Strong e-commerce performance on Walmart Connect can serve as a pipeline into physical in-store placement, linking digital ad success to brick-and-mortar retail presence.

“We've seen brands in the last year who have had amazing success on Walmart Connect e-commerce and they've been invited to put their product in store.”

Walmart is reportedly partnering with OpenAI GPT to enable direct in-chat purchasing, a move that could significantly accelerate Walmart marketplace sales for private label and reseller brands.

“It seems like Walmart is actually taking the lead in working with the biggest LLM sort of out there, GPT, and already working purchasing directly into GPT. Now, you can't do that today, but you'll be able to do it soon.”

Audiences that perform well on-platform (Amazon, Walmart) translate directly to off-platform CTV targeting, removing the need for separate audience research.

“They basically translate back to on platform.”