This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who cut through industry chaos to reveal what really matters.
News of the Week Highlights: The episode opens with Steve Dennis and Michael LeBlanc's signature news analysis, which covers the Trump-Musk political tensions and their potential retail implications, including leadership chaos and economic uncertainty. They examine surprisingly resilient U.S. job market data, showing 4.1-4.2% unemployment despite rising layoff announcements, with a particular focus on AI's emerging threat to entry-level positions as companies like McKinsey dramatically reduce their hiring.
A significant development has emerged, with Chinese retailers Temu and Shein experiencing dramatic 50% U.S. sales declines following tariff implementations, although both companies are pivoting aggressively to European markets. The hosts analyze this as validation of tariff impacts while noting potential "brace for impact" implications for international listeners.
Eangs season wrap-up reveals telling mixed signals: Lululemon's shocking 23% stock decline despite maintaining profitability, driven by weak guidance amid increased promotional pressure; Dollar General raising guidance despite tepid 2% comp growth; and standout Five Below achieving impressive 7% comps while expanding to 1,826 stores across the U.S. The continuing collapse of second-wave DTC darlings gets spotlight treatment, particularly Rent the Runway's staggering 97% stock decline.
Sarah Shaprio's article in PUCK (gifted access):
https://puck.news/everlane-the-millennial-dtc-brands-midlife-crisis/?sharer=135890&token=b9132ffadc485c7284df8c90f0940e62
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.
