Walgreens Goes Private: Retail Sector Impacts

In this episode of Remarkable Retail, hosts Michael LeBlanc and Steve Dennis break down a high-stakes week of retail headlines before reprising a conversation recorded two years ago with Canada Goose President, Carrie Baker. Carrie touches on the brand's unique positioning, DTC growth strategy, sustainability initiatives, and product line extensions.

Retail News Breakdown:

• Tariff Whiplash – The Trump administration’s latest on-again, off-again tariffs are leaving retailers scrambling. What’s the real impact on pricing, inflation, and supply chains?
• Walgreens Goes Private – Sycamore Partners is taking over the struggling pharmacy giant in a $10 billion deal, but is this a turnaround or just a temporary fix?
• Retail Earnings Mixed Bag – Target unveils a $15 billion growth plan, Best Buy braces for tariff-related costs, and Macy’s fights for relevance. Meanwhile, Nordstrom posts its last earnings as a public company.

Revisiting Canada Goose: Then & Now
After the news, we rewind to an insightful conversation with Carrie Baker, President of Canada Goose, recorded at ShopTalk two years ago. At the time, Canada Goose was expanding its direct-to-consumer strategy, battling counterfeit products, and rolling out immersive store experiences like the Cold Room. She also touches on their store expansion plans, resales intiatives, and product-line extensions.

By blending past insights with today’s updates, this episode offers a unique look at retail strategy in motion. Whether you’re tracking market volatility, retail M&A, or long-term brand positioning, this episode connects the biggest industry shifts with lessons from one of Canada’s most iconic brands.

Subscribe, listen, and stay ahead of retail’s twists and turns!

********************

Steve will be back on stage at Shoptalk coming up in Las Vegas at the end of March. Listeners can save on registration by using our discount codes below:

For Retailers & Consumer Brands go here and use code RBREMARK549
For General Admission go here and use code GAREMARK1399

Steve's 2025 Retail Predictions

About Carrie

Recognized as a dynamic and collaborative leader with an entrepreneurial spirit, Carrie is responsible for Canada Goose’s global commercial business, driving the company’s growth and customer engagement. She oversees the Regional Business units, Marketing & Experience, Public Affairs & Communications, Merchandising & Pricing, and Corporate Citizenship. In her previous role as President, North America, she established a high-performance team and led the region’s significant business acceleration. Carrie has also served as Chief of Staff and Chief Communications Officer, helping lead the company through critical initiatives including its successful IPO and development of its industry-leading Sustainable Impact Strategy. Prior to joining Canada Goose in 2012, she was a Senior Vice President at a North American communications agency specializing in coaching executives and building the brands of some of North America’s largest retail, technology and consumer goods companies. Carrie was named WXN Top 100 Most Powerful Women Canada in 2019 and serves on the Board of Directors of Trillium Health Partners Foundation.

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.