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How the AI boom could unleash billions for some of America's biggest retailers
Yahoo Finance· 2025-09-25 00:34
Artificial intelligence may offer retailers big gains, but it won't be their saving grace. In a note to clients, Morgan Stanley analyst Alex Straton wrote that agentic AI could represent an estimated "$6B total cost savings opportunity" for some of America's biggest retailers, boosting profit estimates by as much as 20% by 2026. The report ranks Gap (GAP), Macy's (M), and Victoria's Secret (VSCO) as the "stand out" trio best positioned to capture the benefits. Wall Street's appetite for an AI-driven ma ...