Special Encore: Who’s Disrupting — and Funding — the AI Boom

This podcast episode, recorded live from Morgan Stanley's Global Consumer and Retail Conference, features a panel discussion on the U.S. consumer and the impact of AI on consumer companies. The panel, consisting of Arunima Sinha from the Global and U.S. Economics team, Simeon Guttman, a U.S. Hardlines, Broadlines, and Food Retail Analyst, and Megan Clap, a U.S. Food Producers and Leisure Analyst, explores AI implementation, adoption rates across different sectors, and potential impacts on sales, retail media, and the labor market. The discussion includes real-world examples of companies using AI for marketing, product innovation, supply chain optimization, and overall productivity improvements, as well as a look ahead to the potential of agentic commerce and its implications for retailers.