Remarkable Retail Podcast

Guest co-host Ben Miller, Shoptalk's VP of Original Content and Strategy joins to provide expert analysis and we interview Lauren Sherman, the acclaimed fashion correspondent at Puck and author of Selling Sexy: Victoria’s Secret and the Unraveling of an American IconThe episode kicks off with a rich news segment, where the trio unpacks the latest forces shaping retail and the economy. Amazon’s strong Q3 earnings headline the week, with third-party marketplace growth and ad revenues surging 24%. The conversation then pivots to the consumer landscape, where CPG brands lean on pricing over volume, private-label growth accelerates, and Estee Lauder’s rebound in China might hint at green shoots in luxury demand.From there, the hosts explore the AI revolution’s ripple through the workforce, with Ben outlining how global companies are reorganizing around “agentic transformation” as human and machine intelligence increasingly converge. He notes that the average IQ of today’s AI agents already exceeds 130—with future leaps that will reshape every operating model. The segment closes with Steve’s macro overview: U.S.–China tariff recalibrations, Fed policy shifts, and warning signs of consumer softening among younger cohorts.In the feature interview, Lauren Sherman offers a masterclass on the shifting foundations of global fashion and luxury. From the post-pandemic boom to today’s demand reset, she dissects how the Chinese slowdown, pricing strategy saturation, and the direct-to-consumer explosion are redrawing the map for brands like LVMH, Hermès, and Prada. Lauren argues that “untouchable” luxury houses are now confronting the limits of endless growth, and that resale and rental markets have permanently altered consumer psychology—embedding secondhand luxury as a normalized part of the buying journey.She also explores social media’s transformation under AI, Hollywood’s over-reliance on fashion partnerships, and why the luxury world’s obsession with celebrity campaigns may have reached saturation.The episode also previews ShopTalk Luxe, the new Abu Dhabi-based event connecting the global luxury ecosystem. The hosts wrap by spotlighting the AI data-center boom, the rise of GLP-1-driven nutrition trends, and the surprising revival of British department stores. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

The News RundownSteve leads off with the latest tariff turmoil, as trade negotiations between the U.S. and Canada stall amid the Trump administration's response to an ad created and paid for by the Ontario government running in U.S. media whose key auto  sector is endangered by Trump trade policies. They also explore luxury corporate earnings, where Hermès continues to shine, while.  Gucci owner Kering struggles to regain footing. Meanwhile, Mattel falls short as retailers tighten orders ahead of the holidays.The discussion then turns to job cuts at Target, Amazon, GM, and Nestlé, revealing how automation, AI, and tariff pressures are reshaping corporate structures, before turning to  Amazon's plan to replace up to 600,000 roles with robotics. They also cover ChatGPT's meteoric rise to No. 2 in product search, challenging Google and signaling a shift in how consumers discover products.Throughout, they underscore the precariousness of retail confidence heading into the holiday season — from Tractor Supply's cautious guidance to Deckers' HOKA sales slowdown.Blank Canvas Strategy: Finding Retail's 'New Earth'In the second half, Steve introduces "Blank Canvas Strategy"— a methodology for retailers to reimagine their businesses from the ground up, free from legacy constraints. Unlike Blue Ocean Strategy, which focuses on discovering compltey untapped markets, this framework helps brands reinvent their core business models before disruption makes them irrelevant.Steve urges leaders to recognize when their "planet" (current business model and market domain) becomes uninhabitable, and to begin building "Earth Two" — an alternative growth destination. Together, the hosts examine why incremental change doomed once-iconic retailers like Blockbuster, Sears, and Pier 1, and how others like Dick's Sporting Goods and RH (Restoration Hardware) succeeded by boldly innovating their business designs.They close by discussing how executives can carve out time, treasure, and talent for R&D, overcome the fear of cannibalization, and lead with the courage to disrupt themselves before competitors do.After the focused content discussion it's on to the most remarkable stories of the week, including Walmart's massive commitment to deploying 90 million supply-chain sensors to track pallets and fresh-food products.The episode wraps with what needs to be on everyone's radar screens. One recommendation: keep your eyes on "GU" the first U.S. store fromUniqlo's parent company, Fast Retailing. Located in New York's Soho neighborhood, Gu is a bright, energetic space with "eye-poppingly good prices" and strong shopper buzz. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

On the latest episode of the Remarkable Retail Podcast co-hosts Steve Dennis and Michael LeBlanc deliver another fast-moving episode at the intersection of strategy, leadership, and retail reinvention.The episode opens with Steve leading the weekly news rundown, spotlighting Walmart’s groundbreaking partnership with OpenAI's ChatGPT — a move that could redefine how shoppers discover products and transact. They then turn to earnings where LVMH’s modest rebound hints at a possible luxury reset, contrasted sharply with Saks Global’s double-digit losses and ongoing integration pains. The co-hosts analyze Levi’s direct-to-consumer surge under CEO Michelle Gass, before diving into Aritzia’s remarkable 32% growth and aggressive US expansion.From there Michaels Arts & Crafts CEO David Boone joins for a wide-ranging conversation about creativity, transformation, and speed. Boone shares how Michaels’ “seize the moment” initiative emerged after the collapse of Party City and JoAnn’s — an opportunity to rapidly introduce new in-store and digital concepts like The Party Shop and Balloon Bar. Drawing on his leadership experience at Staples Canada, Boone contrasts private equity agility with public-company complexity and explains why, in today’s market, inaction is riskier than risk itself.Boone also details Michaels’ journey toward a truly omnichannel creative ecosystem, where digital discovery enhances the tactile joy of physical stores. He discusses the integration of JoAnn’s beloved IP into the Michaels experience and how the company’s purpose — “fueling the joy of creativity and celebration” — guides everything from store design to marketing voice.Steve and Michael close with their “what’s remarkable” segment, breaking down OpenAI’s new Sora social video app and the explosive pace of AI adoption and lifting up International artisanal brand MUDD and the creative retail energy they embody. Together they reflect on the balance of innovation, humanity, and retail momentum heading into the 2025 holiday season. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

The Weekly News RundownThe episode opens with a fast-moving retail update. New DataWeave analytics reveal that Nike has raised prices significantly — by 17 percent for footwear and 14 percent for apparel — as tariff cost mounts, potentially disrupting their turnaround plans. Steve and Michael then examine the continuing U.S. government shutdown and its potential economic ripple effects. Despite flagging consumer confidence, September retail sales surged 5.4% year-over-year, led by sporting goods and apparel, while big-ticket categories such as furniture and home improvement stalled. They turn next to Adobe's holiday sales forecast, calling for 5.3 percent online growth — the slowest in years. AI-driven shopping, meanwhile, is expected to grow fivefold, underscoring how rapidly technology can reshape consumer behaviour.The Interview — Scot Wingo on Agentic CommerceReturning guest Scot Wingo brings a veteran entrepreneur's perspective on the next leap in retail innovation. Leveraging his ChannelAdvisor roots to his latest venture, ReFiBuy.ai, Wingo describes how AI agents are poised to reshape the shopping journey — from research, to finding, and buying — through "agentic commerce." He details how ChatGPT's new checkout feature effectively turns it into a merchant-friendly marketplace and why this could challenge Google and Amazon's ad-tax models. Wingo explains how Google is evolving from a search engine to an "answer engine," already costing retailers organic traffic, and outlines the steps brands must take to prepare their catalogues for AI-driven visibility. He also explores how personal-shopping agents and vertical AI start-ups in fashion and re-commerce are creating hyper-custom experiences, while warning retailers not to block "good bots" in their fear of AI scraping.Stories That Spread and A Peek Around the CornerIn their closing segment, Steve and Michael discuss some recent remarkable stories including the revival of brands like Bed Bath & Beyond, Toys "R" Us, and Forever 21, as well as Lululemon founder Chip Wilson's latest shot at his former company. They close by discuss what's on their mutual radar screens for the weeks ahead. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

The episode begins with a deep dive into the latest retail and economic headlines that are shaping the landscape. Steve and Michael dissect the U.S. government shutdown, its ripple effects on employment, and how cost-cutting in Washington could further weaken an already fragile job market. They then examine new tariffs on furniture, cabinets, and agricultural exports, highlighting how the policies are squeezing retailers and farmers alike—particularly soybean producers, who have been hit hard by China’s retaliation.The hosts also analyze the latest on TikTok’s uncertain U.S. future, as political maneuvering opens the door to a controversial joint venture involving major tech and media figures. In retail performance, Costco’s continued dominance and Nike’s early turnaround efforts take center stage, as both giants adapt to shifting consumer sentiment and inflationary pressure. The segment concludes with a discussion of AI’s growing impact on the workplace, holiday hiring trends, and how discretionary spending and de minimis trade rules could redefine retail economics on both sides of the border.Then, in a wide-ranging interview, David Kahan, President & Managing Director, Birkenstock Americas delivers a masterclass in brand stewardship and retail strategy. He traces Birkenstock’s roots from a humble German cobbler to a global fashion phenomenon—revealing how the brand’s success rests on “never deviating from its DNA.” Every product begins with the footbed, he says, making comfort, health, and purpose inseparable from style.Kahan credits Birkenstock’s ongoing cultural resonance—from the Barbie movie to red carpet collaborations—to disciplined brand management and “engineered distribution.” He explains how each Birkenstock store is a unique community experience, blending tactile engagement with hyper-local curation. The conversation also touches on leadership philosophy, emphasizing humility, trust, and an unwavering focus on brand equity over short-term sales.     Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

This special 5th anniversary episode of the Remarkable Retail podcast marks a milestone: five years of insights, disruption, and conversations with the world’s most innovative retail thinkers. We reflect on the pod’s origin story during the early COVID lockdowns, tracing its evolution from Steve’s book Remarkable Retail: How to Win & Keep Customers in the Age of Disruption into an industry-leading show featuring CEOs, founders, and thought leaders shaping global commerce. They share highlights from an impressive guest roster, including Scott Galloway (whose episode remains the most downloaded in the show’s history), Artemis Patrick of Sephora, Hal Lawton of Tractor Supply, Chris Nicholas of Sam’s Club, Joe Kudla of Vuori, and Neil Blumenthal of Warby Parker. Each clip showcases the powerful themes of customer centricity, innovation, and the relentless pursuit of remarkability.The centerpiece of the episode is a deep and engaging conversation with Seth Godin, returning for his sixth visit. Seth—bestselling author of classics including Purple Cow—first inspired the very language of “remarkability” in Steve’s book and the podcast itself. Here, Seth reflects on why being remarkable matters more than ever in an era where “average is dead.” He warns leaders that chasing efficiency or “suck less” strategies won’t suffice; brands must create conditions where customers want to talk about them. He draws a sharp distinction between simply being “better” through incremental improvements and being truly remarkable in ways that spark conversation, loyalty, and cultural resonance.Seth also delves into the impact of AI as the biggest societal shift since electricity. Rather than reducing costs by outsourcing tasks, he urges retailers to harness AI to enable new projects and creative possibilities. He illustrates this with his latest Kickstarter project—AI-driven card decks designed to spark learning, decision-making, and storytelling. For Seth, experimentation and accessible tools are the gateway to innovation, and he emphasizes that risk-taking in the AI era costs little but delivers exponential learning.Together, Michael, Steve, and Seth explore enduring themes: knowing who it’s for and what it’s for, the value of continuous improvement, and why shunning non-believers is essential to staying authentic.  Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

This week's episode marks the second edition  of "The Analysts" once again bringing together the sharpest minds in global retail. This time we welcome Sucharita Kodali, Vice President & Principal Analyst at Forrester Research, and Neil Saunders, Managing Director at GlobalData Retail for a lively, insight rich discussion about the future of retail.The episode kicks off with U.S. retail sales results from the NRF/CNBC Retail Monitor and the US Census Bureau, which showed surprisingly strong growth despite inflation, tariffs, and shaky consumer sentiment. Neil and Sucharita explain why inflation-adjusted numbers tell a more modest story, while digging into the growing disconnect between historically low consumer confidence and healthy sales. They highlight how wealth concentration and media filter bubbles distort the economic picture, making retail performance appear stronger or weaker depending on perspective."The Analysts" then turn to the state of mega-brand retail turnarounds. Neil delivers a tough assessment of Kohl’s—calling it the “turnaround that never happened”—while offering cautious optimism on Macy’s and Gap, which are showing small but real signs of progress. Sucharita points to structural weaknesses in department stores but also notes resilience in Walmart, Costco, and dollar stores. Together, they weigh how tariffs, operational missteps, and consumer shifts complicate recovery.Next up: AI in retail. Sucharita underscores that artificial intelligence isn’t new—retailers have relied on it for years in pricing, supply chain, and labor planning. The novelty lies in generative AI and so-called “agentic AI,” which she characterizes as incremental rather than revolutionary thus far. The panel agrees that while these tools can deliver efficiency, they’re unlikely to transform the top or bottom line soon—though Amazon’s deep AI and automation investments continue to give it a strategic edge.Looking ahead, holiday forecasts are mixed. Deloitte predicts growth under 3.5%, while eMarketer forecasts just 1.2%. Neil and Sucharita expect more resilience driven by consumers’ determination to celebrate. The panel also highlights Amazon’s bold logistics move to fulfill orders for Walmart and Shein, underscoring its unmatched infrastructure advantage.The discussion closes with Steve, Michael, Neil and Sucharita each offering what's on their radar screen, including Saks Global’s financial turbulence, macroeconomic signals like inflation and jobs data, and AI’s potential labor impacts.  Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

In this engaging discussion, Lauren Steinberg, Loblaw's Executive Vice President and Chief Digital Officer, shares her insights on digital transformation in the retail sector. She reveals how Loblaw integrates convenience and affordability into its customer strategy, while utilizing AI and analytics for personalized shopping experiences. Lauren also discusses the significance of their accountable retail media approach, emphasizing trust and measurement in an omnichannel world. Her leadership tips focus on curiosity and resilience, valuable lessons for any industry innovator.

Steve Dennis and Michael LeBlancs analyze the week's most impactful retail developments: a U.S. appeals-court ruling that may require massive Trump era tariff refunds  new India duties; fast-moving shifts in de minimis thresholds; and mounting pressure on global supply chains, small businesses, and retailers alike. They analyze how these disruptions will disrupt importers like Tapestry and Lululemon, and shift the retail earnings divide—even as consumer confidence wavers and labor issues—like ICE raids—further muddy the waters.In the featured interview with two visionary luxury executives: Amit Kaswani, Chief Omnichannel Officer at Chalhoub Group, and Stacie Henderson Capece Minutolo, Chief Marketing Officer Americas at Tod's Group. Amit outlines Chalhoub's omnichannel-first game plan, including end-to-end logistics and loyalty ecosystems that reach millions—backed by AI-powered personalization, predictive analytics, and conversational commerce tools. He emphasizes how customer experience, augmented by technology, is a differentiator, not a replacement for human interaction.Stacie shares Tod's strategy in the Americas, targeting high net worth clients and next-gen shoppers through experiential storytelling, cultural relevance, and digital scale. She references campaigns like "Italian Diaries," where in-person luxury activations generate exponential online impressions. She also discusses Tod's AI governance framework—a cross-functional task force merging marketing, e-commerce, finance, and customer service to ensure innovation is purposeful and aligned.As both guest leaders gear up to speak at Shoptalk Luxe, which runs 27–29 January 2026 at the Emirates Palace Mandarin Oriental in Abu Dhabi, luxe.shoptalk.com+1, they tease the frameworks, case studies, and strategies they'll be presenting on global luxury, loyalty, and AI innovation.The episode closes with Michael and Steve spotlighting standout moments: GLP-1 weight-loss drug innovations, Google's Nano Banana image-generation tool, and the looming U.S. interest rate decision, crippling shutdown threats, and Simons' opening in Toronto's Eaton Centre, replacing Nordstrom. Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.  

The Remarkable Retail Podcast kicks off Season 11 with a powerful episode featuring a first-ever guest co-host: Ethan Chernofsky, Chief Marketing Officer of Placer.ai. The episode opens with a lively discussion of tariffs and trade turbulence, a recurring theme reshaping global retail strategies. Ethan shares data-driven insights from Placer.ai on how consumer behavior is shifting under economic uncertainty, while Steve highlights how pricing power and category positioning determine which retailers can weather cost pressures. Together, they unpack what’s next as outsized tariffs hit key markets like India, Brazil, and Switzerland.The conversation then pivots to retailer performance, starting with Target’s leadership shake-up. Steve critiques the choice of an insider CEO while Ethan provides Placer.ai traffic data showing continuing traffic declines. The group debates Target’s future—whether its famed “Tar-zhay” positioning can be revived by refocusing on differentiation. From there, they contrast Target’s struggles with Walmart’s momentum, exploring how digital sales, retail media, and membership growth continue to power the world's largest retailer's outsized performance..Speaking of Amazon, the trio examines the company’s great expanded same-day grocery delivery, setting up a fresh battleground with Walmart. They also analyze the broader bifurcation of retail, where premium players and discounters gain share while middle-market brands face mounting challenges.Moving on the episode digs into the most talked about stories making headlines. Topics include the Cracker Barrel rebrand backlash, American Eagle’s bold Sydney Sweeney campaign, and the AI battle for talent, which borders on the ridiculous..Finally, the team peers around the corner, curious about whether iconic brands in transition such as Gap, Kohl’s, Macy’s, Nordstrom, and Bloomingdale’s can regain any traction in the fae of growing headwinds. They also discuss shifting enclosed mall dynamics of malls. Ethan underscores that while A-class malls thrive with innovative tenants, some moribund B-class centers are finding new life by reinventing themselves. Steve's Forbes article: Can Target Regain It's Mojo?https://www.forbes.com/sites/stevendennis/2025/08/21/can-target-regain-its-mojo/CNBC: How retail accounting could distort profitability as tariffs take effect.https://www.cnbc.com/2025/08/18/retail-earnings-how-accounting-could-change-profitability-amid-tariffs.htmlSpinal Tap: This Goest To 11https://youtu.be/4xgx4k83zzc?si=mOgH7MBTeF4nj6BZ Join us at the CommerceNext Growth Show in New York June 23rd and 24th with this exclusive discount code for 10% off general admission tickets and FREE retail tickets:  Your code is "REMARKABLE" .  See you in the Big Apple! About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast.  He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.