Neil Saunders

Join Sucharita Kodali, Neil Saunders, and Simeon Siegel as they dive into the turbulence of the retail sector. They discuss the implications of political tensions on leadership and the job market's surprising resilience amid AI disruptions. The trio analyzes the sharp sales declines of Chinese retailers like Temu and Shein due to tariffs, revealing deeper market impacts. They also tackle Nike and Target's evolving strategies post-COVID, digging into brand challenges and DEI scrutiny, providing valuable insights for industry watchers.