Remarkable Retail Podcast

The hosts take open a sweeping look at the week’s most consequential retail developments before heading live to the Narvar Podcast Studio at the NRF Big Show for a deep dive into AI, agentic commerce, and the evolving post-purchase customer journey. The news segment explores Saks Global’s decision to close nine full-line stores, underscoring ongoing consolidation in the luxury industry and challenges in multi-line retail. The hosts examine luxury’s continued bifurcation, with Kering struggling while Hermès thrives, reinforcing that luxe positioning alone isn’t enough — execution matters. In specialty retail, the “collapse of the unremarkable middle” continues as Toys “R” Us Canada, Francesca’s, and Eddie Bauer face significant retrenchment if not extinction, while Tractor Supply and Aritzia aggressively expand. Kroger appoints its first external CEO, Greg Boren, signaling operational rigor ahead, while Costco once again posts remarkable sales growth Meanwhile, Target begins meaningful leadership restructuring — a foundational step in what is likely a multi-year turnaround. On the radar: AI-powered retail crime prevention at Bunnings and the imminent opening of the Gordie Howe International Bridge, a major infrastructure development for North American trade. The featured interview brings Henry Spear, SVP Digital North America, JD Sports, and David Morin, VP Customer Strategy for Narvar, to the mic for a timely discussion on agentic commerce and how leveraging product returns can create competitive differentiation. About Us Steve 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 episode of the Remarkable Retail podcast, Steve Dennis and Michael LeBlanc open with a sweeping look at the week’s most consequential retail developments before welcoming two global retail store visionaries for a deep dive into the future of brick-and-mortar locations. The news segment begins with a tale of two retail giants: Walmart reaching a historic $1 trillion market cap milestone, signaling sustained operational momentum, while Target faces leadership transition amid prolonged performance challenges. The hosts analyze what these divergent trajectories mean for mass retail strategy and investor expectations. Amazon’s earnings dominate the conversation next. With massive capital expenditures approaching $200 billion—tied to AI infrastructure and distribution expansion—the debate centers on whether this represents visionary investment or an overheated AI arms race. Retail growth remains robust across retail while the highly profitable advertising business is on fire. Recent while same-day grocery expansion is driving new growth with the potential to shake-up competitive dynamics. The discussion also highlights luxury bifurcation, with strong results from Ralph Lauren and Tapestry’s Coach brand contrasting broader sector volatility. Simon Property Group’s strong earnings prove the best malls are dead, as they also continue to make big investments in reinventing several of their properities. The second half of the episode shifts to an insightful, live conversation from NRF’s Big Show with Jack Stratten, Director of Insider Trends, and Kevin Ervin Kelley, Principal and Co-Founder of Shook Kelley and author of Irreplaceable. Together, they explore what makes modern stores not just functional—but truly remarkable. About Us Steve 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 opens with a sweeping look at the biggest retail stories shaping January. Amazon dominates the headlines again, this time with the closure of all Amazon Fresh grocery and Go stores and a renewed reliance on Whole Foods and online grocery. At the same time, Amazon is laying off tens of thousands of employees, part of a broader wave of cuts across retail and adjacent industries, including UPS, Home Depot, and Nike. The hosts explore whether this is a post-pandemic correction, an AI-driven efficiency shift, or an early signal of bigger structural change. The news turns to Saks Global's bankruptcy, in which most Saks off-price stores will be shut down. This is expected to benefit rivals like Nordstrom Rack and Bloomingdale’s Outlet. Earnings signals offer a mixed outlook: LVMH posts weaker results, reinforcing concerns that luxury’s recovery will be uneven, while Starbucks shows early signs of traction with traffic growth and the return of tiered loyalty rewards. The second half features an energetic, insight-rich discussion with fellow NRF Top Voices Billy May, Brooklinen's CEO, and David J Katz, EVP and CMO, Randa Apparel, recorded live in the Narvar podcasting studio on the NRF Big Show show floor in New York. Together, they explore how consumer behavior is changing, why value is now deeply contextual, and how trust has become the most fragile currency in retail. They discuss pricing strategy in an era of tariffs, geopolitical risk, and algorithmic pricing, warning that transparency and clarity matter more than ever. The group dives into AI reality—what’s working, what’s hype, and why AI should be treated as a power tool, not a decision-maker. They examine leadership in the post-COVID era, arguing that execution, speed, and disciplined focus now define winning organizations. Don’t miss these rapid-fire takes on rising retailers and the future of the department store—listen now and join the conversation to stay ahead in retail’s next chapter. The conversation then shifts to the week’s remarkable stories. highlighting the staggering scale of AI investment, including Anthropic’s rumored $350 billion valuation and Amazon’s possible $50 billion stake in OpenAI. Michael reflects on growing wealth concentration in the U.S. and many developed countries, noting the economic and social implications. Looking around the corner, Steve unpacks TikTok’s shifting algorithms, political influence concerns, and TikTok Shop’s move to force sellers into its proprietary logistics network—changes that could reshape social commerce. About Us Steve 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.

Steve Dennis and Michael LeBlanc kick off their annual predictions episode with a fast-moving review of the retail news of the week. They begin with the long-delayed U.S. TikTok deal finally reaching resolution, noting how deeply TikTok now influences product discovery, cultural trends, and transactional commerce through TikTok Shops. While the platform remains critical for retailers, both hosts raise concerns around privacy, political influence, and how algorithmic control may evolve under new ownership. The conversation then turns to tariff volatility and geopolitical uncertainty, highlighting how unpredictable trade policy continues to make planning difficult for retailers. Steve points out that Amazon is already seeing tariff-driven price increases creep into both its first-party and marketplace businesses, reinforcing how global policy decisions are now flowing directly into consumer pricing. They also discuss Gap’s creation of a Chief Entertainment Officer role, using it as a signal that retailers are increasingly seeking growth through media, licensing, and brand-driven content ecosystems rather than traditional merchandising alone. From there, Steve delivers his provocative 2026 retail predictions. He argues that the “Great Concentration” will continue, with Amazon, Walmart, and Costco capturing a disproportionate share of both sales growth and profits. This concentration fuels a powerful investment flywheel that makes it increasingly difficult for mid-tier retailers to compete. He predicts a mixed year for major turnarounds, with some traction at Gap and Nike, limited progress at Macy’s, and deeper structural challenges for Target. AI emerges as one of the most consequential themes, with Steve describing 2026 as a truly “agentic” year. Search, shopping, and discovery are rapidly shifting toward AI-driven experiences, creating massive innovation but also high risk of disintermediation for brands that fail to adapt. Physical stores, he argues, will matter more for experiential brands and less for undifferentiated ones, accelerating the bifurcation between meaningful store concepts and those that lack a clear role. Steve also predicts intensifying competition in last-mile delivery, as Amazon and Walmart push same-day and narrow delivery windows even further, especially in grocery and essentials. Luxury faces an uneven future, with Saks Global likely emerging from bankruptcy smaller and fragile, and growth concentrated among a few elite brands. Resale, however, finally appears poised for breakout momentum, driven by affordability pressures and improving business models across the sector. Wellness and longevity become a new growth frontier, extending far beyond groceries into subscriptions, services, and lifestyle ecosystems. The episode closes with their “remarkable” stories of the week and a look around the corner, led by Lululemon’s latest product misstep involving see-through apparel and a tone-deaf customer response. Michael highlights the promotion of former guest Chris Nicholas to lead Walmart International, while Steve flags growing bond-market volatility as a key macro signal to watch. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main...

Steve Dennis and Michael LeBlanc kick off this episode with a sharp breakdown of the retail news that mattered this past week. AI dominates the conversation—not as hype, but as a clear shift from experimentation to real-world implementation. Steve shares observations from the show floor, noting how retailers are racing to modernize product data, digital infrastructure, and site experiences to better capture the growing wave of AI-driven and agent-led shopping traffic. The conversation then turns to one of the most consequential stories in retail: the Saks Global bankruptcy. Steve provides deep context on the failed Saks–Neiman Marcus merger, the leadership shake-up, Amazon’s unexpected equity exposure, and the cascading impact on vendors—particularly smaller brands that may never be made whole. Early earnings and sales signals round out the news segment, with standout performances from Costco, American Eagle, and Five Below reinforcing a widening gap between retail’s winners and laggards. The hosts also discuss Walmart’s renewed push into drone delivery and the accelerating ripple effects of GLP-1 drugs, especially as pill-based options expand access and potentially reshape apparel and discretionary spending. From there, Steve and Michael are joined by Jessica Schinazi, CEO of Away for an engaging interview recorded live in the Narvar remote podcast studio on the floor at the NRF Big Show Jessica reflects on her journey from LVMH, Amazon, and Dyson to leading one of the original digitally native vertical brands as it approaches its tenth anniversary. She shares why Away’s emotional connection with customers—paired with uncompromising product quality—has allowed the brand to endure while many early DTC peers have struggled. Jessica explains Away’s evolution into what she describes as a “DTC-smart” model: maintaining direct customer relationships while strategically expanding through wholesale partners such as Nordstrom, Amazon, and Dick’s Sporting Goods. Each channel plays a distinct role, from immersive storytelling in owned stores to trust-building through reviews and scale on marketplaces. The discussion also explores leadership in the AI era, with Jessica emphasizing resilience, curiosity, and the importance of using AI as a tool to elevate human work—not replace it. In the closing segments, the hosts revisits new details emerging from the Saks Global bankruptcy, and share what's on their radar screen, exploring labor market signals and leadership changes at Kendra Scott, the fast-growing jewelry brand. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis;...

Steve Dennis and Michael LeBlanc open the first episode of 2026 with a clear-eyed look at the retail news shaping the year ahead. Holiday sales landed largely as expected. Online sales grew faster, but at a decelerating pace, reinforcing the continued centrality of stores—particularly as click-and-collect represented a meaningful share of holiday fulfillment. The hosts also dig into sector-level performance, noting continued softness in big-ticket home categories alongside strength in apparel, beauty, and sporting goods. Attention then turns to structural stress in retail. The looming Chapter 11 filing of Saks Global underscores the limits of debt-heavy consolidation strategies and the difficulty of rationalizing oversized store portfolios. Steve outlines why store closures, vendor confidence, and new leadership will be critical to any successful reorganization. The news segment closes with a sobering look at U.S. job growth, which has slowed sharply, particularly in retail and manufacturing. While unemployment remains low, constrained labor supply and weak hiring momentum raise important questions for 2026. From there, the episode shifts to a wide-ranging discussion with The Analysts, this time featuring Simeon Siegel, Senior Managing Director at Guggenheim Partners, and Sucharita Kodali, Vice President and Principal Analyst at Forrester. Reflecting on 2025, both describe a year marked by cognitive dissonance: record retail spending alongside low consumer confidence and wildly uneven outcomes. Rather than a simple “K-shaped” economy, Simeon argues that execution matters most, pointing to stark performance differences between retailers selling similar products to similar customers. The Analysts explore where market share is truly shifting, why off-price and value leaders continue to gain ground, and how e-commerce growth is normalizing as the channel matures. Sucharita explains why physical retail remains resilient in the U.S., while Simeon adds that rising friction—fees, returns, and fulfillment costs—has dulled some of e-commerce’s original advantages. The conversation also tackles tariffs, AI, and technology hype. The episode concludes with Steve and Michael's perspectives on Amazon's surprising new physical retail stores plans and a possibly big Supreme Court ruling on tariff policy. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from...

I'm Steve Dennis, strategic advisor, keynote speaker, bestselling author, and host of the industry leading Remarkable Retail podcast, along with fellow retail insider Michael LeBlanc. Discover why C-suite executives from Amazon, Walmart, Ikea, Tractor Supply, Vuori and dozens more - choose to share their growth stories on the only retail podcast hosted by two of the NRF's top voices for 2025 and 2026. With AI reshaping just about everything, when making sense of competing narratives has never been more challenging, and when so many brands face an existential choice between becoming remarkable or risking irrelevance, Michael and I are here to give you the no-BS perspectives you need to aim higher, move faster, and take the bold actions you must. Our new season debuts January 13th, 2026, so be sure to follow the Remarkable Retail podcast on all the major platforms and on YouTube. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok. Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

In this special bonus episode closing out Season 11 of The Remarkable Retail Podcast and the year 2025, hosts Steve Dennis & Michael LeBlanc complete the second half of their annual predictions review—one of the most popular and anticipated episodes of the year. The episode opens with brief but timely discussion on two high-profile retail-adjacent experiences. First us Dennis shares insights from Amazon’s first-ever grocery analyst day in Seattle, offering a clearer picture of the company’s “one grocery” vision and it's already substantial online presence, now being accelerated as they invest in same day deliver of perishable items. The conversation then turns to Netflix House, following Dennis’s visit to the newly opened Dallas location, the second of three that are planned. Positioned in a former department store anchor, Netflix House blends immersive experiences, branded merchandise, gaming, and a restaurant. While customer traffic was encouraging, Dennis offered a frank critique of execution, citing confusing layouts, weak wayfinding, and inconsistent merchandising. The takeaway is cautiously optimistic: the concept has potential, but it is not yet operating at the level that would warrant significant expansion. The core of the episode is Part 2 of Dennis' annual predictions reckoning. Dennis revisits his forecast that department stores would continue “running to stand still,” awarding himself an A-minus as most banners remain stuck in negative or flat comps with limited progress on profitability. His prediction of significant change at Target earns a B-plus, correctly anticipating leadership transitions and the end of the Ulta partnership, though anticipated store closures did not materialize. Dennis also scores highly on his prediction that store closures would once again exceed store openings in the U.S., driven by bankruptcies and retrenchment across drugstores, mid-market apparel, and specialty retail. Predictions around Amazon’s physical grocery strategy are largely validated, while expectations for a surge in retail dealmaking and IPO activity fall short, earning a candid C-minus. The episode closes with a nuanced reassessment of the so-called “Ozempic recession.” While the term itself overstated the impact, Dennis and LeBlanc agree that GLP-1 drugs are reshaping consumption patterns—particularly in food, alcohol, and apparel—with long-term implications retailers can no longer ignore. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1...

One of the most anticipated episodes of The Remarkable Retail Podcast returns as Steve Dennis reviews and grades his annual retail predictions, offering a candid assessment of how the industry actually performed as 2025 unfolded. Known for balancing optimism with accountability, Dennis evaluates where macro forces, technology shifts, and retailer execution aligned—or diverged—from expectations. The episode opens with its regular news of the week segment, highlighting economic crosscurrents shaping retail performance. Despite multiple interest-rate cuts, housing-linked categories such as home improvement remain under pressure, with Home Depot forecasting modest growth at best. Tariffs emerge as a recurring headwind, squeezing margins for retailers like AutoZone and casting a long shadow over sourcing, pricing, and inventory strategies heading into 2026. Then its on to Part 1 of the predictions reckoning portion. A central theme is the continued rise of retail’s “super-scalers.” Walmart, Amazon, Costco, and a small cohort of dominant players once again captured a disproportionate share of industry growth, reinforcing the idea that scale, price leadership, and operational excellence matter more than ever in a value-constrained consumer environment. Dennis argues that this concentration is not cyclical, but structural, driven by convenience, pricing power, and omnichannel capability. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok. Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

We welcome Moody's Mark Zandi, Moody's Chief Economist and one of the most influential and trusted macroeconomic voices shaping markets, policy, and business strategy worldwide. Zandi begins by explaining how today’s consumer landscape is defined by a widening K-shaped economy—an income and wealth split decades in the making and now intensified by rising asset values and post-pandemic dynamics. Households at the top of the income spectrum are spending freely, while middle-class consumers remain pressured and those at the bottom struggle to keep up, borrowing to sustain purchases. Zandi also connects the affordability crisis to structural issues like housing supply, wage pressures, labor shortages, and the unpredictable impact of tariffs—which are simultaneously slowing job creation, lifting inflation, and clouding retailers’ pricing strategies. He warns that delayed tariff pass-through may soon accelerate and that upcoming legal decisions could radically alter retail margins. Perhaps most striking is Zandi’s analysis of AI’s fingerprints on the labor market. He highlights rapidly rising unemployment among younger workers and the risk that productivity gains arrive faster than hiring can adjust—potentially tipping the economy toward recession just as retail faces profit pressure, concentration of growth among a handful of giants, and shifts in category performance. Before joined by Zandi, Steve and Michael dig into the retail headlines: strong BFCM e-commerce results , Buy Now Pay Later surging again, and evidence that AI-driven traffic is now materially influencing online demand. They examine the evolving performance of dollar stores, with Five Below delivering standout comps, the ongoing stampede to value, and whether the end of de minimis rules may reshape the bargain landscape. They then break down Macy’s mixed but improving traction, tariff lawsuits led by Costco, and the broader retail question of whether top-line growth is increasingly profitless prosperity—a theme reinforced by margins squeezed across beauty, off-price, and specialty retail formats. In a quick recap of the most remarkable stories of the week Steve is stunned that Meta still invests heavily in the metaverse—even while shrinking budgets Michael questions whether defunct brands like Bed Bath & Beyond can meaningfully return in the Canadian retail market dominated by TJX, HomeSense, and IKEA. Expect the annual game of holiday discount chicken to intensify as promotions escalate, plus intriguing experiments like Netflix House in former department-store spaces—potentially hinting at new opportunities for mall real estate. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping...

The latest edition of the retail industry's leading podcast features an in-depth conversation with Jason Buechel, CEO of Whole Foods Market and Vice President of Amazon Worldwide Grocery Stores, who shares Amazon’s rapidly expanding grocery ambitions. Already surpassing $100 billion in gross sales, Amazon is leaning into grocery as a strategic category driven by frequency, loyalty, Prime stickiness, and the potential to unite all household purchasing into a seamless digital and physical ecosystem. Buechel explains how Amazon is transforming grocery shopping—a category in which consumers currently visit four to five retailers a month—into a single, unified experience. With more than 1,000 same-day grocery delivery locations today scaling to 2,300 cities, store-level innovations such as Whole Foods Daily Shop formats, and the integration of perishables directly into Amazon baskets alongside electronics or apparel, the company is erasing long-standing channel barriers. He also outlines the “one grocery” operational vision: unified supply chains, technology stacks, and customer journeys across banners, while preserving the brand trust and standards that Whole Foods customers demand. The episode opens with co-hosts Steve Dennis and Michael LeBlanc breaking down early holiday results. This year’s hottest retail storyline, however, may be the sudden emergence of agentic AI. Tools such as Amazon’s Rufus and ChatGPT are now influencing search and conversion decisions, helping fuel what the hosts dub “the most agentic Christmas yet.” With traffic gains from AI agents multiplying, the shift from traditional search to intelligent assistants is poised to accelerate dramatically in 2026. The discussion then turns to Kohl’s, and the decision to name interim CEO Michael Bender to the permanent position. The hosts frame this as symptomatic of a deeper issue: a retailer with declining relevance in a shrinking total addressable market. On the heels of new quarterly earnings reports they also spotlight the theme of “profitless prosperity”—brands reporting modest sales improvements but sliding EBITDA as tariffs, promotions, and supply chain pressures erode margin—the overarching message: top-line growth is not victory unless gross profit dollars follow. The episode concludes with the remarkable rise of Google's AI game, and Sears inexplicably still operating a handful of stores (though likely not for much longer). SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent...

Steve and Michael open this week’s episode with a deep dive into the retail news of the week, marked by sharp contrasts in performance across the retail landscape. Walmart continues to separate itself from the pack, delivering another standout quarter, as omni-channel rival Target delivers another challenging quarter. The news segment analyses strong results from the off-price sector as TJX and Ross Stores both post impressive sales gains. The turnaround at Gap Inc. shows encouraging signs under CEO Richard Dickson despite continued weakness at Athleta. In home improvement, both Home Depot and Lowe’s see essentially flat comps as rate-locked consumers and affordability issues continue to weigh on spending. Furniture and home categories face rising tariff exposure, with Williams-Sonoma projecting its blended tariff rate jumping from 6% to 35%—a margin headwind that underscores industry-wide challenges. All told, the week’s earnings reveal a retail landscape where the biggest players capture more share while many others struggle to keep pace. Steve and Michael revisit their encore interview with Artemis Patrick, President & CEO of Sephora North America—one of the most inspiring and resonant conversations in the show’s archive. Artemis shares her extraordinary personal journey from immigrating from Iran and growing up in foster care to becoming one of the most influential leaders in global beauty. She details Sephora’s global reach (34 markets, 3,000 stores), 700+ North American freestanding locations, a huge presence at Kohl's, and 40M+ Beauty Insider members, while unpacking the brand’s unique power in incubating indie brands, championing diverse founders, and uniting physical and digital experiences long before Omni became a buzzword. Artemis also previews two transformational initiatives: a next-generation e-commerce platform enabling deeper personalization and a five-year renovation of every Sephora store—the largest capital project in the brand’s history. After the interview the hosts each share their choice for buzziest story of the week before concluding with what's on their radar screens for the weeks ahead. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the...

Season 11, Episode 12 opens with a whirlwind week in retail news. Steve and Michael begin with the long-awaited end of the historic 43-day U.S. government shutdown, exploring what it means for holiday spending, federal workers, SNAP benefits, and travel recovery. While uncertainty lingers—particularly around health-care subsidies—the hosts note that retail may still experience ripple effects, especially among lower-income consumers living paycheck to paycheck. Still, retail sales continue to surprise: year-over-year spending climbed 5%, with clothing, sporting goods, electronics, and general merchandise leading the pack. Ecommerce also surged, with October online sales up 8.2% The hosts then unpack a series of strong earnings from standout brands. On continues its explosive growth with sales up over 30%, while Warby Parker posts a 15% sales jump and meaningful profitability improvement. The RealReal rebounds with 17% revenue growth, and Shopify reports a remarkable 32% increase, reflecting the strength of digitally enabled commerce. Another major storyline is the rapid rise of AI shopping: Adobe Analytics data now shows AI-driven traffic converting 16% higher than traditional channels, validating the momentum behind agentic commerce. In other tech news, Google announces an AI agent capable of calling stores, checking inventory, and completing purchases—a signal of seismic shifts underway in retail automation. And finally, the surprise timing behind the departure of Walmart CEO Doug McMillon prompts conversation about leadership transition, strategy continuity and the remarkable transformation he led. The second half of the episode features an in-depth interview with Julie Bornstein, Founder & CEO of Daydream—an AI-powered, chat-based shopping engine still in beta but already partnered with over 10,000 brands and 350 retailers that has already raised $50mm in capital. Julie shares her impressive career journey through Nordstrom, Urban Outfitters, Sephora, Stitch Fix, The Yes, and Pinterest. She then goes to explain how Daydream solves fashion’s most enduring problem: overwhelming choice. With generative AI enabling natural-language search, Daydream aims to deliver truly personalized recommendations by combining human stylist expertise with an ensemble of specialized models that understand fabric, fit, color, and aesthetic nuance. Julie also discusses the complexity of building a platform that merges taste-based shopping with machine learning, the importance of deep brand partnerships, and why major retailers see Daydream as both a customer-acquisition engine and an AI learning lab. She previews what's ahead: emerging social features, secondhand expansion, new iOS integrations, an upcoming app launch, and broader consumer rollout. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of...

Hosts Steve Dennis and Michael LeBlanc welcome David Lafitte, President and CEO of Tecovas, the fast-growing Austin-based brand bringing cowboy culture to modern consumers. Lafitte’s career journey—from corporate attorney to Chief Operating Officer at Deckers Brands (home of UGG and Hoka) and now to retail leadership at Tecovas—is a masterclass in reinvention and focus. Under Lafitte’s leadership, Tecovas has evolved from a digitally native boot maker to a fast growing premium lifestyle brand built on two pillars: crafted quality and radical hospitality. In this conversation, he explains how every store—now more than 50 across the U.S.—delivers a warm, elevated customer experience complete with in-store bars, personalization services, and knowledgable personalized service. The company’s blend of authenticity and approachability has earned it cult-brand status while driving remarkable growth. Lafitte also shares insights into Tecovas’ expansion strategy, including its move into New York’s Soho district. He describes the flagship store as both a retail hub and a powerful brand ambassador that introduces western style to new audiences—without compromising the brand’s roots. The discussion dives into Tecovas’ measured foray into wholesale partnerships with Nordstrom and its expanding apparel lines, from denim to performance shirts, that extend the brand’s head-to-toe lifestyle appeal. Lafitte reflects on the importance of leadership focus, empowering teams, and maintaining clarity amid growth. His advice for emerging retail leaders: prioritize what matters most, say no to distractions, and foster cultures of accountability and trust. The hosts balance the conversation with this week’s retail headlines: the Supreme Court’s debate over Trump-era tariffs, Allbirds’ ongoing “Wobbly Unicorn Corner” status and strong results from luxury icons Ralph Lauren and Tapestry amid broader industry struggles. They close with insights on Amazon’s automation ambitions, Andy Jassy’s bold predictions for the future of eCommerce, and holiday retail forecasts signaling a slower but steady season. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29. For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain...

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 Icon The 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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in...

The News Rundown Steve 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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in...

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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and...

The Weekly News Rundown The 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 Commerce Returning 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 Corner In 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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers...

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 & CEO 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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI...

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. About Us Steve 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 authro 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 the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from...