Market2026-10-08

Walmart U.S. CEO David Guggina says AI advances cut costs and boost customer experience. Ambient AI and Sparky improved store execution, delivery speed, order value and conversion. Sparky usage rose sharply and now drives 40% higher average order values. Guggina hinted at integrating Sparky into Vizio and Onn electronics. Walmart partners with OpenAI ChatGPT and Google Gemini for external AI agents. These agents often deep-link to Walmart, yielding high conversion rates. New or returning customers via these agents show high repeat rates. Walmart’s open approach contrasts with Amazon blocking third-party AI agents. AI-driven efficiencies enabled faster delivery and cost savings reinvested in pricing and experience.

What it unlocks

Higher conversion and order value through AI-driven shopping assistance and visual search.

  • 24% YoY e-commerce sales growth
  • 60% QoQ Sparky engagement growth
  • 57% conversion lift from visual search
  • 40% higher average order value with Sparky

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