Coca-Cola and AB InBev use AI to transform store shelves into data goldmines

Major consumer brands like Coca-Cola, AB InBev, and Kraft Heinz are leveraging artificial intelligence to transform store shelves into data-rich environments. Using tools from startups like AI Merch, merchandisers now scan shelves with AI-powered cameras to track inventory, pricing, and product placement. This technology helps brands and retailers bridge a critical gap: the lack of real-time data on what is actually on store shelves.

The problem is significant. A 2002 study found an average out-of-stock rate of 8.3%, leading to lost sales and customer dissatisfaction. Today, IHL Group estimates $1.77 trillion in global inventory distortion, with $690.9 billion attributed to empty shelves. Companies like Trax, Repsly, and Simbe offer AI-driven solutions, including shelf-scanning robots and handheld devices, to improve on-shelf availability.

Critics note that AI and computer vision are not as advanced as many believe. Valentin Saitarli, co-founder of EyeX, points out that machines struggle to simulate the complexity of human vision. Despite this, major players are investing heavily. Trax, for example, raised $875 million and was acquired by Gemspring Capital in February 2026. Retailers like Walmart and Lowe’s are also adopting digital shelf labels and AI agents to enhance data collection.

The shift raises questions about labor. Proponents argue that AI augments human roles rather than replacing them, while skeptics warn of potential job displacement. As AI continues to evolve, its role in retail and beyond, including industries like mining, is expected to expand significantly.