700 Stores, 10 Million Shoppers, $3M Raised: Cooklist CEO & Co-Founder Daniel Vitiello
Retailgentic | Consumer Behavior & Retail TrendShow Notes
This one is a build deep dive. Daniel has spent eight years on the same problem, and the answer has changed shape three times along the way: a consumer app in 2018, a shoppable recipe platform in 2023, and now a conversational shopping assistant running inside grocers’ own sites. We go deep on the plumbing here: product catalogs, ontologies, eval systems, model selection, retail media, and what an agent does when a shopper types “taco night.” If you like knowing how these things actually work under the hood, this is your episode. Never miss the latest Retailgentic news→
Highlights: 𝗧𝗵𝗲 𝗻𝘂𝗺𝗯𝗲𝗿𝘀: Live in over 700 stores, reaching over 10 million shoppers, with the number of locations set to double before the end of the year. The consumer app has over a million users. 𝟰𝟭 𝗱𝗮𝘆𝘀 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝘁𝗼 𝗹𝗶𝘃𝗲: A one-line JavaScript install that reuses the retailer’s existing catalog, add-to-cart, analytics, and retail media. National scale in six weeks. 𝗦𝗲𝗮𝗿𝗰𝗵 𝗮𝗻𝗱 𝘀𝗲𝗹𝗲𝗰𝘁 → 𝗿𝗲𝘃𝗶𝗲𝘄 𝗮𝗻𝗱 𝗮𝗰𝗰𝗲𝗽𝘁: Daniel’s framing for the whole shift. The old era: you search one thing, you select it. The new one: the agent assembles a solution and you approve it. 𝗧𝗵𝗲 𝗲𝘃𝗮𝗹 𝘀𝘆𝘀𝘁𝗲𝗺: Thousands of test scenarios with grading criteria aligned to each retailer’s merchandising principles, run tens or hundreds of times to get a distribution of responses. 𝗧𝗵𝗲 𝗳𝗶𝘀𝗵 𝗿𝘂𝗹𝗲: Retailers write procedures the agent pulls when a scenario matches. One of Daniel’s favorites: if you’re cooking fish today or tomorrow, it recommends fresh. If it’s later in the week, frozen. 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗮 𝗻𝗲𝘄 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗲𝗺𝗽𝗹𝗼𝘆𝗲𝗲: Onboarding is essentially an interview with the business. What are your values? How do you respond? What are your merchandising principles? That becomes the agent’s identity and personality. 𝟭,𝟬𝟬𝟬 𝗙𝗼𝘂𝗿𝘁𝗵 𝗼𝗳 𝗝𝘂𝗹𝘆 𝗯𝘂𝗻𝗱𝗹𝗲𝘀: Instead of one holiday carousel every shopper sees, merchant teams define ~20 axes — price, dietary needs, brand preference — and an agentic process generates permutations personalized against transaction history. 𝗔𝗜 𝗖𝗵𝗲𝗳𝘀 𝗼𝗻 𝗧𝗶𝗸𝗧𝗼𝗸: Long before ChatGPT, Cooklist ran a TikTok series generating recipes with GPT-2 and early GPT-3. The models got good at basic recipes so fast that the fun moved to challenging them to be creative. Daniel is one of those founders who has clearly built the thing himself, and it shows in the answers. We learned about a thousand things from this one. Enjoy the conversation. Timestamps: 02:57 Welcome Daniel Vitiello, CEO & co-founder of Cooklist 03:10 Grocery, CPG, and retailer-hosted agents: the pod's favorite topics 04:46 The $1 check and the handwritten letter for loyalty data 05:46 Why 2017 was the moment 06:12 Inside the Cooklist app: home inventory and the AI chef 07:35 AI as the thread: Kurzweil, GPT-2, and the AI Chefs TikTok series 09:37 B2C to B2B, and the synergies of running both 12:05 The cat food problem 13:34 The core identity system: hummus, three ways 15:58 Search and select vs. review and accept 16:23 The spark for B2B: Target, Techstars, and saying no 18:45 Recipe commerce and meal-pairing merchandising 20:19 Funding: RevTech, Mercury Fund, and profitability 21:56 Freemium, pro, and advertising in the app 22:48 700 stores, 10 million shoppers 24:28 The flagship deployment: live in 41 days 25:56 Ontology, context engineering, and interviewing the retailer 27:03 Non-determinism and the eval system 29:06 Entry points: sparkles, suggested prompts, and PDP workflows 31:01 How the catalog and inventory get in 33:41 Procedures: the weekly flyer and the fish rule 35:55 Cost, speed, and the token-efficient stream 37:38 Model agnostic: scoring Opus against Sonnet 38:15 Instacart, Storefront Pro, and winning head-to-head 39:47 Retail media and Criteo 40:22 Agentic search and the "taco night" problem 42:02 Agentic merchandising: 1,000 Fourth of July bundles 42:55 Proactive carts, and the 50% who finish in the store 43:43 Smart fridges and forecasting demand 44:44 Where to find Daniel
👉 Connect with Daniel: https://www.linkedin.com/in/dk
More from Retailgentic | Consumer Behavior & Retail Trend
This week is a product deep dive with a fresh funding story attached. eComID just closed Europe’s largest fashion tech seed round, and the company is building something agentic commerce needs: shopper context that belongs to the shopper and goes wherever they shop. The ID was born inside H&M, it already runs on about 70 brand sites, and it’s now headed for the US. Highlights 𝗧𝗵𝗲 $𝟭𝟳.𝟰𝗠 𝘀𝗲𝗲𝗱 𝗿𝗼𝘂𝗻𝗱: Europe's largest fashion tech seed round. Oscar says it's the second-biggest in the world, led by London's Systemiq Capital, and Nordic sports retailer Stadium (one of eComID's biggest customers) joined as a strategic investor. Scot rang the gong 🔔 𝗕𝗼𝗿𝗻 𝗶𝗻𝘀𝗶𝗱𝗲 𝗛&𝗠: Oscar pitched eComID internally in a Dragon's Den–style process and H&M's startup arm invested from day one. 𝗔 𝘃𝗲𝗿𝘆 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝗻𝗴𝗲𝗿: Models are very capable, catalogs are open to agents and payments are getting solved. But without shopper context, AI "still starts from zero." It doesn't know your size, your taste or what you sent back. 𝗧𝗵𝗲 𝘀𝗵𝗼𝗽𝗽𝗶𝗻𝗴 𝗽𝗮𝘀𝘀𝗽𝗼𝗿𝘁: One source of truth for your size, taste and preferences, tied to your email. It goes with you across eComID brands like H&M, Björn Borg, Peak Performance and Haglöfs. "We want to democratize personalization." 𝟵𝟭% 𝗯𝘂𝘆 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝘀𝗶𝘇𝗲𝘀: 91% of shoppers buy different sizes from different brands. Oscar says that shows how broken sizing is. 𝗧𝗵𝗲 𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻: About 70 merchants, about 20 million shoppers reached each month, and 15% of users already in the US. Shoppers who use eComID have about 30% lower return rates and about 10% higher conversion. +𝟮𝟲% 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗽𝗲𝗿 𝘃𝗶𝘀𝗶𝘁𝗼𝗿: In a head-to-head test, eComID's AI search beat traditional on-site search by 26% on revenue per visitor. 𝗞𝗶𝗹𝗹 𝗮𝘃𝗲𝗿𝗮𝗴𝗲 𝗼𝗿𝗱𝗲𝗿 𝘃𝗮𝗹𝘂𝗲: "Average order value is a completely useless metric." What matters is average kept order value, because each handled return costs brands $21–46. 𝗧𝗿𝘂𝘀𝘁 𝗶𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁: If an agent spends $1,000 for you, you need to know whose agent it is, what you authorized, what context it used and what happens if something goes wrong. Oscar argues Europe's GDPR-first approach suits agentic commerce. 𝗦𝗵𝗼𝘄 𝘀𝗵𝗼𝗽𝗽𝗲𝗿𝘀 𝘁𝗵𝗲𝗶𝗿 𝗿𝗲𝘁𝘂𝗿𝗻 𝗿𝗮𝘁𝗲: 92% of shoppers want to see their own return rate, and 75% say seeing it makes them want to return less. The live demo on Houdini Sportswear shows the search, sizing and nudge modules working together. Timestamps: 00:35 Welcome to Retailgentic 01:50 Announcement: Kiri Masters launches Adgentic 05:00 Welcome Oscar Rundqvist, CEO & founder of eComID 05:25 Big news: $17.4M, Europe's largest fashion tech seed round 06:15 Oscar's background at H&M 07:35 Lessons from H&M: why personalization never worked 08:55 Pitching eComID inside H&M's startup studio 09:40 Why we need eComID: AI without context starts from zero 10:55 The shopping passport: portable shopper context 13:20 Building the consumer side through brand modules 14:45 How the ID works across brands 16:30 Shopper control and a visible shopping algorithm 18:05 Beyond sizing: capturing taste and intent 20:35 The merchant suite: search, sizing, personalization, agents 23:00 Modular by design 23:50 Traction: 70 merchants, 20M shoppers, -30% returns 24:50 Why average order value is a useless metric 25:35 Use of proceeds and coming to the US 26:30 The fundraising journey and cap table 28:50 Fashion, shoes and future categories 30:15 Why AI can crack sizing when others couldn't 32:50 Product-led growth: no marketing, no sales 33:35 Agentic commerce adoption in Europe 37:15 AI platforms vs. brand sites and product context 38:55 Live demo: eComID on Houdini Sportswear 42:30 Wrap-up and how to reach Oscar 👉 Connect with Oscar: https://www.linkedin.com/in/oscarrundqvist/ 👉 Learn more about eComID: https://www.ecomid.com/ 🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai 📺 Watch episodes on YouTube & Subscribe for updates: https://www.youtube.com/@Retailgentic
Retailgentic listeners: this week we're sharing an episode of AdGentic, our sister show in the ReFiBuy Media Network. Retailgentic covers how AI agents are changing shopping. AdGentic covers what happens to advertising when your agent does the shopping. If you like this one, subscribe to AdGentic for more. Personal AI agents feel magical right now, and part of the magic is what's missing: ads. Kiri Masters walks through how Google, Facebook, WhatsApp and Amazon all started clean and ended up ad-funded, why AI is following the same script, and why that might not be the worst outcome. The real question isn't whether ads come to your agent. It's how bad they'll be. In this episode: → The broken no-ads promises of Google, Facebook and WhatsApp → Ensh*ttification, and why ads are still the least-worst way to pay for consumer tech → Subscriptions vs fees vs ads, and why fees quietly turn into ads → What Meta's Muse, OpenAI's Dots and Instinct have said about making money → The ad formats starting to appear in AI, and the ones agents might borrow Chapters 00:25 Welcome to AdGentic 00:50 The magic of an ad-free agent 01:55 Every platform starts like this: Google 02:30 Facebook and the scarf 03:05 WhatsApp's "No Ads!" note 03:25 Amazon: the store became the content 04:00 Ensh*ttification 04:40 Why I'm an advertising maximalist 05:05 Three ways to pay for an app 06:20 How Muse, Dots and Instinct plan to make money 07:05 The problem with subscriptions 07:30 Why fees turn into ads 08:25 How bad will it be? 09:15 AI ad formats so far 09:55 Formats agents could borrow 10:25 Off-site: ads without ads 11:20 Kiri's wish list for Ad Santa 11:50 The dark scenario 12:30 Ads are the least worst Subscribe to AdGentic Substack: https://www.adgentic.ai/ LinkedIn: https://www.linkedin.com/company/adgentic-podcast Podcast: https://adgentic.transistor.fm/ 🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai 📺 Watch episodes on YouTube & Subscribe for updates: https://www.youtube.com/@Retailgentic
This episode was recorded live at the RetailClub AI Festival in Huntington Beach (Sept 22–24), where Jason Goldberg and I set up shop to record with retail and e-commerce leaders between sessions. You’ll hear a few nods to the festival in the conversation, and if there’s a little extra crunch in the audio, blame the snacks. We start with a quick tour of every CPG brand Justin has worked for, and the very scientific method he uses to pick the next one. From there it turns into a crash course in how challenger brands actually grow: the brutal economics of the physical shelf, why big brand houses are reshuffling their portfolios, and what it really takes to get into Costco and stay there.
We pick up where we left off a year ago and get into what has changed since. Ekta walks us through how e.l.f. is structuring its AI work, what kind of person they’re hiring to do it, and how a public company makes the case for investing before the ROI is fully provable. The live audience jumps in with some sharp questions along the way. We close by looking ahead to what Ekta thinks brands need to get ready for in the next 12 months. Hit play.
This week is a research deep dive. ReFiBuy commissioned a behavioral study of how real people shop inside ChatGPT and Google's AI Mode, and Scot sat down with the researcher who ran it to walk through what was found. The full study is published today This is the conversation behind the numbers. Highlights: 𝟴𝟰% 𝗼𝗳 𝗰𝗵𝗼𝗶𝗰𝗲𝘀 𝘀𝘁𝗮𝗿𝘁 𝗼𝗻 𝗮 𝗰𝗮𝗿𝗱: About 84% of product choices in the study came from a product card. That's 83.7%, and Scot rounds it up "if you allow." 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝘁𝗵𝗿𝗲𝗲 𝗯𝗲𝗮𝘁𝘀 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻 𝘁𝘄𝗼: The first card wins by a wide margin, with roughly 43% of picks. But card three outperformed card two in both ChatGPT and AI Mode. Eric's take is that "it's not really a ranking." Scot's guess is curiosity, because card three is only partly visible in the carousel. 𝗣𝗶𝗰𝘁𝘂𝗿𝗲𝘀 𝗯𝗲𝗳𝗼𝗿𝗲 𝗽𝗮𝗿𝗮𝗴𝗿𝗮𝗽𝗵𝘀: About 75% of shoppers skipped the AI's written answer and went straight to the product cards. They'd come back to the text later, but only as a second step. 𝟵𝟴% 𝗼𝗳 𝗾𝘂𝗲𝗿𝗶𝗲𝘀 𝘁𝗿𝗶𝗴𝗴𝗲𝗿𝗲𝗱 𝗰𝗮𝗿𝗱𝘀: Purchase-intent prompts like "I want to buy X today" brought up product cards almost every time. 𝗧𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗼𝗳𝗳𝗲𝗿 𝘄𝗶𝗻𝘀: When shoppers had to click out to a retailer, they leaned even harder toward the first offer than toward the first product card. The likeliest path is first card, first offer. 𝗔𝗱𝘀 𝘁𝗵𝗮𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝗮𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗹𝗶𝗸𝗲: About 6 in 10 free-plan users saw ads or sponsored content on a task. 71% rated them at least as useful as Google search ads, and about 35% said an ad influenced what they considered buying. 𝗧𝗵𝗲 𝗿𝗲𝘃𝗶𝗲𝘄𝘀 𝗽𝗮𝗿𝗮𝗱𝗼𝘅: Reviews were the main reason for a pick only 2% of the time. Afterward, about 75% said reviews mattered. Scot's explanation is that nobody reads them, but everyone takes the 4.8 over the 3.2. 𝗧𝗿𝘂𝘀𝘁, 𝘂𝗻𝘁𝗶𝗹 𝗶𝘁 𝗯𝗿𝗲𝗮𝗸𝘀: Eric says the biggest surprise after two years of these studies is "the extent to which people trust, even when they say they don't." A mismatched price or a wrong spec breaks that trust quickly. 𝗧𝗵𝗲 𝗸𝗲𝘆𝘄𝗼𝗿𝗱 𝗷𝗮𝗶𝗹 𝗲𝗿𝗮: Scot compares 20 years of chasing "men's running shoe" on Google with a world where shoppers let the AI choose for them. 𝟰𝟬 𝗽𝗲𝗼𝗽𝗹𝗲, 𝗺𝗼𝗻𝘁𝗵𝘀 𝗼𝗳 𝘄𝗼𝗿𝗸: The study had 40 remote participants doing 30-minute think-aloud sessions on screen recordings. The team logged small behaviors down to seconds spent and scroll percentages. Scot came out of the Amazon era believing the buy box was everything, and this study tells him ChatGPT has one too. Enjoy the conversation. Timestamps: 01:57 Meet Eric Van Buskirk, Clickstream Solutions 02:15 Why ReFiBuy commissioned this study 02:48 Eric's background: SEMrush, Backlinko, Kevin Indig 04:05 Stated preference vs. observed behavior 06:05 How a behavioral study works 08:30 Why 40 people is enough 10:20 Who took part, and who got cut 11:55 The Amazon buy box and agentic commerce optimization 14:25 Finding #1: Pictures beat paragraphs 16:40 Card position: #1 wins, #3 beats #2 18:55 84% of choices come from a product card 20:35 Google SEO vs. AI: the "keyword jail" era 23:40 When do shoppers click out? 25:30 75% skip the text and go straight to the cards 27:25 Offer cards: the first offer dominates 30:20 Ads in ChatGPT: what shoppers really think 35:50 Trust and the reviews paradox 40:25 When bad data breaks trust 41:35 Where to get the study and work with Eric 44:55 Wrap-up 👉 Connect with Eric: https://www.linkedin.com/in/vanbuskirk/ 👉 Learn more about Clickstream Solutions: https://clickstream.cc/ 🧠 Want to stay ahead in AI commerce? Subscribe and follow along: 📰 Subscribe to the free Substack: retailgentic.ai 📺 Watch episodes on YouTube & Subscribe for updates: https://www.youtube.com/@Retailgentic