Supply Chain 101: Faster & Less Expensive Can Win the Retail Race. Portless founder Izzy Rosenzweig helps us contextualize the rise of the ultra-fast fashion model, catalyzed by leaders Temu & Shein, while highlighting opportunities for brands to optimize their supply chains. We discuss the impact of direct logistics on cash flow & margins and the importance of agility and strategic planning.  In this episode, we feature Izzy Rosenzweig, Founder and CEO of Portless, a next-generation fulfillment platform for e-commerce brands. With Portless, Mr. Rosenzweig is revolutionizing the retail industry by helping brands ship directly from China to optimize their margins and working capital needs. We delve into evolution of the e-commerce logistics and the disruptive impact of the direct shipping strategy deployed by Temu and Shein. In our view, the retail industry needs to: (1) deploy a test-read-react model across planning, production, and design, (2) balance novelty and core merchandise, and (3) invest in a tech-enabled supply chain integrated across all key distribution channels.  https://go.td.com/PodcastDisclosure

Recorded on 07/24/24 TD Cowen analyst Yaron Werber speaks with Jeff Solomon, President of TD Cowen and Vice Chair of TD Securities about his career in Wall Street and his philosophy on how to be a present and inspirational leader. More broadly, Jeff also discusses how TD's acquisition of Cowen helps expand our product offering to corporates and institutional investors, and opines on the state of the larger market and Biotech in particular, which he believes is resilient enough to rise to meet the current challenges facing the sector. https://go.td.com/PodcastDisclosure

Recorded on 07/29/24In this episode, Roman Schweizer, TD Cowen's WRG Geopolitics & Defense Analyst, discusses the latest Washington policy topics, Farnborough takeaways and the future of major aircraft programs with a reporter roundtable and special guest Richard Aboulafia from AeroDynamic Advisory. https://go.td.com/PodcastDisclosure

Recorded on 06/03/24Live at our TD Cowen Consumer Conference, we discuss the evolution of home fragrance and what is ahead for the fragrance category with Harry Slatkin, who is an entrepreneur and philanthropist. The New York Times called him the "king" of home fragrance, and celebrities like Oprah Winfrey and Elton John use his home fragrances. As the founder and creative force behind Slatkin & Co, a home fragrance brand, Harry is regarded as one of the country's fragrance experts. https://go.td.com/PodcastDisclosure

Recorded on 06/04/24Over time, pets have moved from the dog house to the master bed, as pet owners increasingly treat them as beloved family members. We hosted Richard Maltsbarger, President & CEO of Pet Valu, live at TD Cowen's Consumer Conference, to cover a range of topics that, among other things, include: the humanization and premiumization trends that have driven rather consistent and attractive growth over recent decades, competitive forces within the Canadian industry, the company's defenses against expanding eCommerce giants, and Pet Valu's own expansion plans. https://go.td.com/PodcastDisclosure

Episode Recorded On 06/26/24In this episode we take a deep dive into cybersecurity in the healthcare system. According to HHS, over the last ten years, the number of reported healthcare data breaches have consistently trended upward. The 734 reported breaches in 2023 is nearly double what was seen in 2018, and collectively these breaches are impacting a higher proportion of the US population each year. Ransomware attacks on U.S. healthcare organizations have cost the economy around $77.5 billion in downtime since 2016, according to an analysis by technology review and cybersecurity research firm Comparitech. Two recent cyberattacks, Change Healthcare and Ascension, are just the latest high-profile large-scale attacks that have impacted financial results for a number of companies, but also has had an impact on patient care. These events have left many wondering whether the healthcare space remains vulnerable and what steps companies and regulators can take to limit further risk. To discuss this topic, we're joined by Richard Staynings. Mr. Stayinings is a thought leader, author, and public speaker about cybersecurity in healthcare, with over 25 years of experience. He is currently Chief Security Strategist for cybersecurity company Cylera, and teaches postgraduate courses in cybersecurity and health informatics at the University of Denver. He's previously held various cybersecurity leadership roles at Cisco, General Dynamics, and PwC. https://go.td.com/PodcastDisclosure

Recorded on 06/04/24What is timelessness? Live at TD Cowen's Consumer Conference, we hosted Ari Hoffman, retail executive and CEO of North America at Ted Baker, to chat about the future of department stores, building timeless brands, and delivering on the best customer experience. Mr. Hoffman brings a wealth of experience across the luxury and retail space, including serving as President of Yves Saint Laurent and Lacoste. The conversation covers a range of topics and ideas including: connecting with customers across age groups, how to compete in the age of ultra fast fashion players such as SHEIN, and how to approach artificial intelligence to improve a business. https://go.td.com/PodcastDisclosure

TD Cowen analyst Yaron Werber speaks with Arsani William, Founder, Managing Partner and Chief Investment Officer of Logos Capital, about his views on the outlook ahead for biotech. Arsani shares the investment strategy at Logos and how their approach is differentiated from other therapeutic funds, opines on recent trends that may suggest the start of a sustained recovery for the sector, discusses how managements and boards are adapting to the new reality wherein capital is expensive and scarce, and describes what the buyside gets right and wrong about biotech investing. https://go.td.com/PodcastDisclosure

In this episode of Retail Visionaries, we host Spin Master's CEO Max Rangel, and CFO Mark Segal, to discuss the company's cross-collaborative growth strategy. Spin Master is a leading global children's entertainment company, that creates, designs, manufactures and markets a diverse portfolio across its three creative centres – Toys, Entertainment, and Digital Games. Its focus on leveraging its owned IP across its creative centres is fostering innovation and growth, that is positioned to accelerate in 2025 following several exciting product introductions in 2024. Recorded at the 8th annual TD Cowen Future of the Consumer Conference, in New York, Brian, Max and Mark discuss a range of topics including the state of the consumer, its acquisition of Melissa & Doug, early success for Unicorn Academy, and its mix shift to higher-margin verticals. https://go.td.com/PodcastDisclosure

TD Cowen Analysts John Kernan and Max Rakhlenko sit down at TD Cowen's 8th Annual Consumer Conference to discuss their key takeaways from the conference.  https://go.td.com/PodcastDisclosure