NRF's Matthew Shay On Consumer Resilience, AI & His Bold 2026 Retail Prediction | NRF 2026

In this Omni Talk Retail episode, Matthew Shay, President and CEO of the National Retail Federation, joins us live from NRF's Big Show from the Vusion podcast studio to break down what's really happening in retail right now.

From consumer resilience to affordability pressures, Matt reveals the dual forces shaping 2025's surprisingly strong performance and what that means for 2026. He shares exclusive insights on holiday season results, policy challenges retailers navigated, and why AI is becoming the ultimate force multiplier for businesses of all sizes.

Plus, Matt drops a bold prediction about transformation, partnerships, and alliances coming in 2026 that nobody's talking about yet.

🔑 Topics covered:

- Consumer resilience vs. affordability: the retail paradox of 2025

- Exclusive preview of December CNBC NRF retail monitor results

- How retailers navigated tariffs, tax reform, and policy uncertainty

- Why AI technology is the great equalizer for small and large retailers

- Matt's bold 2026 prediction about retail transformations and partnerships

- The power of events like NRF Big Show for industry learning and connection

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