Honeywell Unveils AI-Enabled Technology to Personalize In-store Shopping with Google Cloud
Rhea-AI Summary
Honeywell (Nasdaq: HON) launched the Smart Shopping Platform, an AI-enabled in-store retail solution developed with Google Cloud and 66degrees, announced Jan 11, 2026. The cloud-based platform uses Google Gemini and Vertex AI plus Honeywell Mobility Edge hardware to provide personalized recommendations, step-by-step in-store navigation, real-time product information and substitute suggestions when items are out of stock. Shoppers can link loyalty accounts for tailored offers; store associates using Honeywell devices can deliver faster, customized help. The platform will be available beginning February 2026.
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Key Figures
Market Reality Check
Peers on Argus
HON is up 1.04% while key peers show mixed moves: OTTR up 1.83%, VMI up 0.95%, but MMM, BBU, and SEB slightly negative. With no peers in the momentum scanner and no same-day peer news, the move appears company-specific rather than a sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 02 | Earnings call scheduling | Neutral | +0.4% | Set date for Q4 results and 2026 outlook investor call. |
| Dec 22 | Guidance adjustment | Negative | -1.6% | Lowered 2025 guidance to exclude Advanced Materials post spin. |
| Dec 10 | Board appointment | Positive | +1.0% | Added experienced former CEO Indra Nooyi to board. |
| Nov 11 | AI industrial pilot | Positive | +2.2% | AI-assisted control room pilot with TotalEnergies showing predictive value. |
| Nov 03 | Spin-off leadership | Neutral | -1.8% | Named CEO and chair for planned aerospace spin-off company. |
Recent news, including prior AI announcements and strategic actions, has typically seen price reactions that align directionally with the underlying news tone, with only one notable divergence.
Over the last few months, Honeywell has balanced portfolio reshaping, governance changes, and AI initiatives. On Dec 22, 2025, it lowered 2025 guidance to reflect the Solstice Advanced Materials spin, which drew a -1.58% reaction. Board refreshment on Dec 10, 2025 and AI collaboration with TotalEnergies on Nov 11, 2025 were followed by positive moves of 0.99% and 2.21%, respectively. Against this backdrop, the new AI-enabled retail platform with Google Cloud fits an ongoing shift toward AI-driven solutions.
Market Pulse Summary
This announcement expands Honeywell’s AI footprint by introducing a Smart Shopping Platform with Google Cloud, targeting in-store personalization and navigation, with availability starting in February 2026. It follows earlier AI initiatives in industrial and building environments, underscoring a broader digital strategy. Investors may watch for adoption rates among major retailers, the platform’s impact on Honeywell device demand, and how it complements ongoing portfolio moves like recent spin-offs and segment realignments.
AI-generated analysis. Not financial advice.
New Smart Shopping Platform, developed in collaboration with 66degrees, brings digitally enhanced personalization and navigation to the brick-and-mortar retail environment with Google's AI.
"There is nothing more frustrating than roaming through a store unable to find the last item on your grocery list or forgetting the key part needed to complete a home repair," said David Barker, president, Honeywell Productivity Solutions and Services. "The Smart Shopping Platform addresses these pain points, creating a better experience for shoppers. Retailers also benefit from an 'out of the box' AI solution they can implement without having to maintain a team of AI experts."
The Smart Shopping Platform is a cloud-based solution that creates a seamless connection between a retailer's digital data and the physical store environment. Built on Honeywell's Mobility Edge™ hardware and software platform and enabled by Google Cloud's AI technologies, it offers personalized guidance, real-time product information and dynamic recommendations that mirror the convenience of online shopping.
"The Smart Shopping Platform uses Google Cloud's AI to turn Honeywell devices into intelligent companions for both shoppers and staff," said Jose Gomes, vice president, Retail and Consumer Packaged Goods, Google Cloud. "This collaboration integrates AI with specialized hardware to streamline operations inside the retail store and guide consumers through an efficient and delightful shopping journey. It's a win-win that helps retailers increase basket size while building deeper customer loyalty."
When using the platform on a Honeywell for Android device—such as the CS32 Personal Shopper—consumers can link their loyalty accounts to immediately unlock personalized recommendations based on buying history, stated preferences, complementary products and available discounts and promotions. The Smart Shopping Platform can also provide step-by-step navigation through the store to help customers easily locate everything they wish to buy. If a specific product is out of stock, the system uses AI to suggest relevant alternatives, mirroring the convenience of e-commerce.
The solution also supports retail workers by helping them become in-house experts. Associates equipped with devices like the Honeywell CT70 can use the Smart Shopping Platform to provide quick, customized guidance and insights to shoppers, helping every employee serve as a subject matter expert. For example, an employee can quickly identify the new location of a customer's favorite dairy-free cereal in the store. Today, devices like the Honeywell CT70 are used by thousands of retail associates at major grocery chains, big box stores, specialty retailers, department stores and more.
This launch is the result of the ongoing collaboration between Honeywell and Google Cloud to help advance computing across multiple industries. The Smart Shopping Platform will be available to customers beginning in February 2026.
To learn more about Honeywell's innovative solutions across the retail landscape, visit: https://automation.honeywell.com/us/en/solutions/productivity.
About Honeywell
Honeywell is an integrated operating company serving a broad range of industries and geographies around the world, with a portfolio that is underpinned by our Honeywell Accelerator operating system and Honeywell Forge platform. As a trusted partner, we help organizations solve the world's toughest, most complex challenges, providing actionable solutions and innovations for aerospace, building automation, industrial automation, process automation, and process technology, that help make the world smarter and safer as well as more secure and sustainable. For more news and information on Honeywell, please visit www.honeywell.com/newsroom.
About Honeywell Productivity Solutions and Services
Productivity Solutions and Services creates mobile computers, scanners, software and other data capture devices to improve worker productivity across key industries like retail, transportation, logistics and healthcare. An innovator in Automatic Identification and Data Collection (AIDC) and a leader in industrial products since the 1970s, the business is shaping the future by finding novel ways to significantly improve the efficiency, speed and accuracy of our customers' complex operations.
About Google Cloud
Google Cloud is the new way to the cloud, providing AI, infrastructure, developer, data, security, and collaboration tools built for today and tomorrow. Google Cloud offers a powerful, fully integrated, and optimized AI stack with its own planet-scale infrastructure, custom-built chips, generative AI models, and development platform, as well as AI-powered applications, to help organizations transform. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner.
About 66degrees
66degrees is a Google Cloud Partner Advantage Premier level partner empowering organizations to thrive in the age of AI. The company delivers expertise in platform modernization, data transformation, and AI/ML implementation with a proven enterprise track record. With a global footprint of experts, 66degrees helps clients by focusing on three key pillars: modernizing data and infrastructure for AI, building AI platforms and applications, and managing and scaling those AI platforms.
Media Contact:
Carly Ingersoll
+1 (704) 626-1374
carling.ingersoll@honeywell.com
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SOURCE Honeywell
FAQ
What is the Honeywell Smart Shopping Platform (HON) announced Jan 11, 2026?
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