EXCLUSIVE: Q&A with Jon Jenkins, VP of Amazon's Just Walk Out technology
By 2023, we saw the number of shoppers up by 85% and sales up 112%. This year, we're opening six new stores there to get to a total of 15 stores, because the Seattle Seahawks and Lumen Field see how well these stores are performing over time so they want to keep adding more.
And a lot of newer stadiums, instead of opening one store their first year, are going all in from the start. We are opening seven stores right out of the gates at Commanders Field in Washington, D.C. this year.
And it shouldn't be surprising that universities have caught on so quickly, since students are early technology adopters in general, but some of our busiest Just Walk Out stores are on university campuses where students love the fact that they can have access to food and other things they need at all hours of the day.
Looking ahead for the next six to 12 months, what do you see happening with Just Walk Out?
We will continue to expand and improve the technology is in ways to pay. Universities are a good example. Sometimes students have meal plans, which are often run by a third-party company. We have added the capability for students to use those meal plans in the Just Walk Out stores so they can take advantage of the money they already have available to shop there.
We will continue to add more ways to pay. In stadiums, season ticket-holders may have a certain amount of spend per game that's pre-funded. Supporting things like that are really important for us.
In addition, the variety of items that can be sold in a Just Walk Out store continues to expand. Each year, we increase the capabilities of the technology to support a broader product selection, with our goal being that someday anything you could ever want to buy in a store could be sold using Just Walk Out.
Before too long, we will double the number of third-party Just Walk Out stores. There are currently more than 180 third-party stores, including more than 80 stores in NFL, Major League Soccer, NBA, NHL and Major League Baseball stadiums and arenas around the U.S., U.K., Australia and Canada. Third-party Just Walk Out stores are also in more than 30 universities worldwide.