Strategy Simplified S20E25: Why Retailers Are Betting on Pokémon and Taylor Swift Cards
Oct 21, 2025
32:34
Pokémon and Taylor Swift trading cards are making a billion-dollar comeback, and Target and Walmart are cashing in.
Jenny Rae and Namaan break down what this craze says about retail strategy, consumer behavior, and the strength of the U.S. shopper heading into the holidays.
Links Mentioned
- Pokémon, sports trading card boom boosts Target, Walmart ahead of holiday season (CNBC)
- Labubu Dolls and the Business of Scarcity (previous episode)
- GM stock soars 15% as automaker raises guidance, beats Q3 earnings (CNBC)
- Coca-Cola tops earnings and revenue estimates but says demand for drinks is still soft (CNBC)
Chapters
- 02:56 Retail Strategies and Consumer Behavior
- 06:05 Market Dynamics and Revenue Insights
- 08:52 Consumer Trends and Holiday Shopping
- 13:10 Data Utilization in Retail
- 16:04 The Future of Collectibles and Retail Innovation
- 18:30 Analyst Expectations vs Retail Reality
- 21:00 Understanding Category Growth and Market Share
- 26:01 The Consumer Is Still Strong and Spending
- 29:05 New Business Ideas from Retail Data and Consumer Behavior
- Listen to the Market Outsiders podcast, the new daily show with the Management Consulted team
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