Remarkable Retail Podcast Tariffs, Transformation, and Target's Tumult at the Top with Guest Co-Host Ethan Chernofsky
The Remarkable Retail Podcast kicks off Season 11 with a powerful episode featuring a first-ever guest co-host: Ethan Chernofsky, Chief Marketing Officer of Placer.ai.
The episode opens with a lively discussion of tariffs and trade turbulence, a recurring theme reshaping global retail strategies. Ethan shares data-driven insights from Placer.ai on how consumer behavior is shifting under economic uncertainty, while Steve highlights how pricing power and category positioning determine which retailers can weather cost pressures. Together, they unpack what’s next as outsized tariffs hit key markets like India, Brazil, and Switzerland.
The conversation then pivots to retailer performance, starting with Target’s leadership shake-up. Steve critiques the choice of an insider CEO while Ethan provides Placer.ai traffic data showing continuing traffic declines. The group debates Target’s future—whether its famed “Tar-zhay” positioning can be revived by refocusing on differentiation. From there, they contrast Target’s struggles with Walmart’s momentum, exploring how digital sales, retail media, and membership growth continue to power the world's largest retailer's outsized performance..
Speaking of Amazon, the trio examines the company’s great expanded same-day grocery delivery, setting up a fresh battleground with Walmart. They also analyze the broader bifurcation of retail, where premium players and discounters gain share while middle-market brands face mounting challenges.
Moving on the episode digs into the most talked about stories making headlines. Topics include the Cracker Barrel rebrand backlash, American Eagle’s bold Sydney Sweeney campaign, and the AI battle for talent, which borders on the ridiculous..
Finally, the team peers around the corner, curious about whether iconic brands in transition such as Gap, Kohl’s, Macy’s, Nordstrom, and Bloomingdale’s can regain any traction in the fae of growing headwinds. They also discuss shifting enclosed mall dynamics of malls. Ethan underscores that while A-class malls thrive with innovative tenants, some moribund B-class centers are finding new life by reinventing themselves.
Steve's Forbes article: Can Target Regain It's Mojo?
https://www.forbes.com/sites/stevendennis/2025/08/21/can-target-regain-its-mojo/
CNBC: How retail accounting could distort profitability as tariffs take effect.
Spinal Tap: This Goest To 11
https://youtu.be/4xgx4k83zzc?si=mOgH7MBTeF4nj6BZ
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.