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Matthew Shay
President and CEO of the National Retail Federation, leading the industry's advocacy, events, and research and speaking about retail policy, consumer trends, and industry initiatives.
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Jan 9, 2026
• 29min
400. How retail navigated uncertainty and transformation in 2025
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Matthew Shay, President and CEO of the National Retail Federation, shares insights on the transformative year of 2025. He discusses the critical impact of trade policy and tariffs on retail stability. Consumer sentiment is examined, revealing that despite anxiety, spending continues across income levels. Shay also delves into practical AI adoption strategies for retailers, emphasizing its role in enhancing workforce dynamics and supply chains. Additionally, he highlights the importance of investing in retail education and leadership for the industry's future.
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