Weekend Notebook #2602 – Retail, FMCG / CPG & Ecommerce Highlights from CES 2026

CES 2026 – Photo credit the Consumer Technology Association (CTA)

Published on LinkedIn and amitabhapte.com on11th Jan 2026

CES used to showcase device & gadget-based innovation. The signal this year from CES 2026 was about industrialization of intelligence across the FMCG supply chain. Homes and stores are becoming computational environments where the ‘shopper’ is increasingly an algorithm, not a human eyes-on-glass participant. If you’re a CIO or Tech Leader in CPG / FMCG or retail, the challenge isn’t the hardware on the floor, it’s how you show up in a world where the consumer operating model has moved from discovery to delegation.

Four CES 2026 signals that matter, if you are in a CPG, FMCG, Retail or Ecommerce business. None of these are optional, they compound.

1. Agentic commerce: the invisible shelf

We’ve moved from chatbots to agents that transact. Increasingly, the “shopper” is an algorithm acting on constraints, not a human browsing a shelf.

Google is sketching a future where personal agents negotiate directly with merchant systems on inventory, price and fulfilment early patterns of “consumer‑to‑merchant” protocols rather than static product pages. Instacart is building on its OpenAI‑powered experiences to offer conversational journeys that move from recipe discovery straight to cart fulfilment. Amazon’s “Buy for Me” now allows an AI agent to complete purchases on third‑party brand sites from within the Amazon app, turning intent into transaction with minimal user friction. Rufus, Amazon’s AI shopping assistant, already summarises reviews and compares products and categories with judgment, compressing the classic research journey into a single conversational flow.

Why it matters – Discovery shifts from search placement to context, constraints and routines. Metadata, APIs and consent models now determine brand visibility more than end‑cap positioning or SEO.

2. Physical AI: from demos to throughput

Robotics at CES 2026 showed a clear shift from demos to economics. Walmart’s AI “super agent” framework and its use of AI for defect detection, routing and pallet optimization in distribution centres are now reference points for AI‑first supply chains, even when discussed beyond a single event. LG unveiled the CLOiD Home Robot at CES 2026, a multi‑purpose home assistant with articulated arms and fingers designed to handle everyday household tasks as part of its “Zero Labor Home” vision. In logistics, robotics companies such as Pickle Robotics, working with carriers like UPS, are demonstrating how AI‑powered robots can unload irregular freight at high speed, a direct signal for how mixed CPG loads will be handled in future yards.

Why it matters – Robotics is becoming a strategic hedge against labour volatility and demand spikes. The measure of success has shifted from novelty to throughput, shrink reduction, safety, and OTIF performance.

3. Precision FMCG & beauty tech: products become systems

Consumables are evolving into hardware‑software ecosystems, especially in beauty and wellness.

L’Oréal continued its CES beauty‑tech run with infrared‑enhanced hair styling tools and flexible LED‑based anti‑aging wearables that blur the line between device, formulation and service. Kolmar Korea’s “Scar Beauty Device” won a CES 2026 Best of Innovation Award in Beauty Tech, combining AI‑based scar analysis with precision piezo‑electric delivery and around 180 blended colors for hyper‑personalised concealment and treatment in one system. LG Household & Health Care’s ultra‑thin “Hyper Rejuvenating Eye Patch,” a flexible LED eye patch paired with AI‑driven skin diagnosis and personalised ingredient prescription, shows how even a patch can become a dynamic, data‑driven.

Why it matters – Products no longer end at purchase; they evolve through data, diagnostics and software updates. CIOs and Tech Leaders in CPG / FMCG are now part of product, ethics and lifecycle design, not just “back‑office IT.”

4. Smart retail operations: stores as computers

The store is becoming a sensing, learning system. Samsung’s latest Micro LED and transparent display concepts at CES 2026 were framed as intelligent, context‑aware surfaces, equally applicable to flagship stores, QSR menus and in‑home experiences. Freestyle‑style beverage platforms from players like Coca‑Cola’s dispenser and app telemetry provides a template for how retail and vending data loop back into R&D. These patterns signal stores that behave more like software: instrumented, testable and continuously updated

Why it matters – The feedback loop from consumption to R&D is collapsing. Retail data is no longer just marketing input; it is product strategy and portfolio design.

Closing takeaway

CES 2026 made one thing clear. Intelligence is no longer a layer on top of FMCG and retail operations. It is becoming the operating system. Shopping is moving from discovery to delegation. Products are evolving after purchase. Stores, homes, and supply chains are becoming computational environments that sense, decide, and act.

For CIOs and tech leaders in CPG, FMCG, retail, and e-commerce, the advantage will not come from adopting more technology. It will come from designing brands, data, and operations that are readable by agents, executable by machines, and continuously improved by feedback.

The future shelf is already invisible. The only question is how your brand shows up on it.