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Equity Research Summary: USA Discount Retailers - May 29, 2025

This week's Ret(AI)l Intel highlights key AI developments in retail, focusing on Google (GOOG) and Apple (AAPL). GOOG launched AI Mode, an agentic AI system for smarter shopping, featuring virtual try-on capabilities using user-uploaded images and a custom image generation model. This enhances shopping experiences by providing informed recommendations and price comparisons. AAPL is reported to introduce AI-enhanced smart glasses in late 2026, equipped with features like calls, music, and navigation, though AR integration is not expected immediately. These advancements represent ongoing AI integration in retail to improve consumer experiences and efficiency.