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The Daily SKU, Wednesday, October 28, 2026 Edition (No. 7)

You are reading a previous edition: Wednesday, October 28, 2026 (No. 7). Go to today’s paper › · All previous editions

AI & Agents

Instacart Retires Its Smart Carts; Regular Carts Say They Never Needed A Screen To Be Loved

The company is winding down its Caper Cart business after retailer adoption did not scale. Across America, the plain wire cart has been asked to say a few words.

Source: Grocery Dive

Engraving of a plain wire shopping cart standing in a grocery aisle while a smart cart with a dark screen and a red light is wheeled toward the loading dock on a pile of moving blankets
A Caper Cart is escorted to the loading dock at a fictional supermarket, past the cart that never once asked for a software update. Illustration: The Daily SKU

SAN FRANCISCO—Instacart said Monday that it is winding down its Caper Cart smart cart business, ending a five-year effort to put a touchscreen, a scale and an advertising network on the one piece of grocery equipment that had previously asked only to be pushed in a straight line.

According to Grocery Dive, the company said retailer adoption of smart carts did not scale quickly enough to justify continued investment. In a regulatory filing, Instacart said it expects pre-tax charges of about $55 million to $80 million from the closure, including $12 million to $17 million in employee termination costs, and plans to finish the wind-down by the end of the second quarter of 2027. Instacart bought Caper AI five years ago for $350 million in cash and stock, and says its next in-store phase will focus on software, data and AI.

In grocery stores across the country, the news was received most warmly by the ordinary shopping cart, a steel object with no screen, no scale and no strategy deck, which has been in continuous service since the Eisenhower administration and has never once required a Wi-Fi password.

"I am not going to dance on anyone's charging dock," said a fictional cart in Columbus, Ohio, parked in the third row of the corral. "The smart cart was a good kid. It knew the price of everything. It could find the oat milk. But at the end of the day, a cart has one job, and that job is to hold a rotisserie chicken at an angle that gets grease on the receipt. You do not need a screen for that. You need character."

What Shoppers Did With The Smart Cart ScreenShare of fictional smart cart trips, by main screen activity
0%10%20%30%40%Watched the runningtotal, sweated38%Tried to make it stopbeeping24%Followed a map to thewrong aisle17%Read an ad for theyogurt already in thecart13%Used it as a phonestand8%
What Shoppers Did With The Smart Cart Screen
Watched the running total, sweated38%
Tried to make it stop beeping24%
Followed a map to the wrong aisle17%
Read an ad for the yogurt already in the cart13%
Used it as a phone stand8%

Source: The Daily SKU Grocery Tech Desk; 412 fictional trips, one tired produce manager, zero firmware updates

"A cart has one job, and that job is to hold a rotisserie chicken at an angle that gets grease on the receipt."

Shoppers who used the smart carts said they would miss the running total on the screen, though most described their relationship with it as complicated. "It was like shopping with an accountant standing in the basket," said Renata Oduya, 41, a fictional shopper in Plano, Texas. "I put in a steak, the number went up, and I took out the steak. I put in a second steak to see if it would notice. It noticed. I bought beans that week. I have never eaten so many beans."

Retail media buyers, who had been promised the cart screen as a new kind of in-store real estate, took the news in stride. "We will simply move the ad somewhere else on the trip," said a fictional vice president of commerce media at an agency in Chicago, who asked not to be named because he had already sold the screen to three clients for 2027. "The handle. The wheel. The little flap where the toddler sits. Everything is a surface if you believe in yourself."

Continued on page A6, which is being pushed by a cart with one bad wheel

In Brief

Amazon Business Assistant Will Now Chase Approvals For You; Procurement Team Unsure What To Do With The Free Afternoon

NASHVILLE—Amazon Business said its Business Assistant can now handle account-specific tasks such as chasing approvals and reconciling invoices, alongside a new Amazon Business Value Intelligence experience, according to Digital Commerce 360, which reported the news from the company's Reshape event on Oct. Several fictional finance teams said they would use the time saved to schedule a meeting about the time saved.

Source: Digital Commerce 360

Opinion

Guest Columnist (Alumnus) · a cereal box

I'm A Cereal Box, And I Have Been Folding My Own Bag Since 1987. Now They Make Them Resealable?

Some of you remember me from Edition No. 1. I am Crunch McAllister, a family-size box of frosted corn flakes, and I have been sitting on top of refrigerators since before most brand managers could spell "shelf impact." I am writing today because of the news.

Source: Food Dive

Continue reading: I'm A Cereal Box, And I Have Been Folding My Own Bag Since 1987. Now They Make Them Resealable?

Chart of the Day

The Smart Cart, In MemoriamHow fictional shoppers and fictional store staff remember the smart cart. Figures are invented; the beeping was real.

What Shoppers Will Miss

0%13%25%38%50%Knowing the totalbefore the register42%The map, even whenwrong21%A screen to look atinstead of otherpeople19%The ads3%Nothing, I pushed aregular cart15%
The Smart Cart, In Memoriam: What Shoppers Will Miss
Knowing the total before the register42%
The map, even when wrong21%
A screen to look at instead of other people19%
The ads3%
Nothing, I pushed a regular cart15%

What Staff Will Not Miss

0%10%20%30%40%Charging them everynight38%Explaining the scaleto a man with awatermelon26%Rebooting one inproduce18%Carts that knew morethan the manager12%Nothing, they weresweet6%
The Smart Cart, In Memoriam: What Staff Will Not Miss
Charging them every night38%
Explaining the scale to a man with a watermelon26%
Rebooting one in produce18%
Carts that knew more than the manager12%
Nothing, they were sweet6%

Source: The Daily SKU Grocery Desk; 1,100 fictional respondents, one corral, a moment of silence that kept getting interrupted by the PA

More Headlines

Retail

FTC Sues Dollar General Over Register Prices; Nation's Shelf Tags And Registers Agree To See A Counselor

What Shelf Tags And Registers Fight AboutShare of fictional arguments overheard in the overnight aisle
0%10%20%30%40%34%Who saw theprice first27%Whether thesale endedSunday19%The tag'sfont size12%Who left thescanner on8%Money,generally
What Shelf Tags And Registers Fight About
Who saw the price first34%
Whether the sale ended Sunday27%
The tag's font size19%
Who left the scanner on12%
Money, generally8%

Source: The Daily SKU Family Court Desk; one tag, one register, a mediator with a clipboard

Federal and state regulators allege shoppers were charged more at checkout than the tag said. The company says it aims for complete accuracy. The tag and the register are no longer speaking.

Source: Retail Dive

Continue reading: FTC Sues Dollar General Over Register Prices; Nation's Shelf Tags And Registers Agree To See A Counselor

AI & Agents

Walmart Associates Report Growing Confidence With AI; The Self-Checkout Asks Whether It Can Also Get A Certificate

What Store Equipment Wants From AI TrainingShare of fictional in-store devices, by top request
0%10%20%30%40%A certificate, framed36%To be called"AI-powered" in apress release28%A break room19%Someone to explain thebagging area11%Nothing, it is a mop6%
What Store Equipment Wants From AI Training
A certificate, framed36%
To be called "AI-powered" in a press release28%
A break room19%
Someone to explain the bagging area11%
Nothing, it is a mop6%

Source: The Daily SKU Workforce Desk; one break room, a suggestion box, several beeps

A survey of the retailer's workforce drew more than 1.7 million responses. In the back room, a pricing gun has updated its LinkedIn.

Source: CNBC

Continue reading: Walmart Associates Report Growing Confidence With AI; The Self-Checkout Asks Whether It Can Also Get A Certificate

By the Numbers

Price Instacart paid for Caper AI five years ago$350M
Price-honoring complaints cited by the FTC in its Dollar General suit29,000
Coca-Cola's new floor for comparable EPS growth11%
Seasonal workers UPS plans to hire100,000
New items in Target's Threshold line800

Figures are from today's reporting. Sparklines are The Daily SKU's best guess at the mood.

Overheard in the Break Room

“I liked the smart cart. It was the only thing in my life that told me the total before it was too late.”

Shopper, produce section, Plano, Texas

“I photograph every shelf tag now. My camera roll is just paper towels.”

Shopper, aisle 4, rural Ohio

“We are not saying lackluster. We are saying the consumer is on a journey.”

Investor relations associate, hotel lobby, Atlanta

Standing Features

Corrections

  • A story yesterday described a warehouse robot's preferred charging spot as "by the window." It is next to the window. The robot has asked us to stop telling people.
  • An earlier edition said a shopping cart has "four wheels that work." The Daily SKU regrets the error and apologizes to the left one.
  • Due to an editing error, a cereal box was described as "family size." It is "family size, value." The box would like that on the record.

The Classifieds

FOR SALE: Smart Cart Charging Station

Gently used. Cords included. Would make an excellent pallet spot for seasonal candy, which is what it is about to become.

WANTED: Chip Clip, Experienced

Seeking reliable clip for cereal liner work. Must be patient. Cheerios applicants need not apply, they have a zipper now.

LOST: One Price Tag

Last seen under the paper towels, saying one thing. Answers to $1.25. If found, please introduce to the register.

In the Next Edition

Read Oct 29, 2026 Edition ›

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In today’s Markdown: Instacart sends its smart carts to the back room; Dollar General's shelf tags and registers try counseling; and a cereal box has thoughts on zippers.

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