Omni Talk Retail

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga are joined by co-hosts from the Alvarez & Marsal Consumer & Retail Group, Kelly Carey and John Clear. In this clip, the group discusses: If They're Buying Or Selling: Target Cutting Its Production Lead TimeFor the full episode head here: https://youtu.be/s3yeI48E9A0This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga are joined by co-hosts from the Alvarez & Marsal Consumer & Retail Group, Kelly Carey and John Clear. In this clip, the group discusses: What Walmart's Symbotic Deal Signals About Its Approach To Delivery?For the full episode head here: https://youtu.be/s3yeI48E9A0This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In this week’s Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, and Scratch Event DJs, A&M’s Kelly Carey and John Clear joined Chris and Anne to discuss:Walmart’s new Symbotic relationship, aka its new robot deal (Source)The veracity of Target’s claims that it has cut its production lead times down from 7 months to 8 weeks (Source)Whether the American consumer really needs smaller Burlington stores (Source)Sephora’s plans to redesign its entire North American store fleet (Source)And closed with an examination of Walmart’s marketplace expansion via Rebag to sell the likes of Fendi, Chanel, and more (Source)There’s all that, plus pit diapers, roundabout rules of the road and the HQ amenities we all just can’t live without.Music by hooksounds.com#walmart #target #sephora #retailtrends #retailnewsThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In our latest episode of Omni Talk's Investor Perspectives on Retail and the Consumer, Chris Walton and Anne Mezzenga interview Simeon Siegel, Managing Director at BMO Capital Markets, to discuss the key trends and challenges facing retail and e-commerce as we approach 2025. They dive into topics such as market share, DTC strategy, and the importance of maintaining brand equity.Key Moments:0:48 - Chris Walton and Anne Mezzenga introduce Simeon Siegel, Managing Director at BMO Capital Markets.1:30 – Simeon reflects on the joy of working at the intersection of retail operators and investors, balancing qualitative and quantitative analysis.2:54 – Simeon shares his background, including the influence of his grandfather’s shoe store and how he developed a passion for retail analysis.5:38 – A look at Simeon’s day-to-day role, from stock analysis to blending market data with human psychology insights.8:44 – Simeon recaps 2024 trends, highlighting the return to a market share-driven environment and the shift from macroeconomic challenges to company-specific performances.10:07 – Discussion on inflation, deflation, and how retailers should focus on microeconomic trends to identify opportunities.11:38 – Simeon explains how to analyze earnings reports by asking probing questions to separate marketing narratives from business realities.15:50 – The importance of margins over revenue growth and how brands like Under Armour and Victoria’s Secret can turn around by selling less but charging more.19:49 – How to identify "quality of sale" as an early indicator of business health, with examples from Victoria’s Secret and Bath & Body Works.20:50 – Key challenges facing retail C-suites in 2025, with an emphasis on avoiding subjectivity and remaining objective in decision-making.22:56 – Examples of companies successfully avoiding the subjectivity trap, including Under Armour’s pivot to focusing on quality over quantity.24:49 – Simeon highlights brands he’s optimistic about for 2025, including Under Armour and Peloton, and why strategy shifts are critical for their success.27:31 – Insights into TJX as a reliable retail investment and how its business model contrasts with higher-risk brands like Under Armour.29:30 – Quick-fire brand analysis: Gap, Victoria's Secret, American Eagle36:30 – The future of direct-to-consumer (DTC): Why DTC is a distribution mechanism, not an identity, and the economic challenges of eliminating middlemen.41:30 – The TJX model: Why TJX thrives by maintaining minimal e-commerce presence and staying invisible for brand overstock.43:10 – Clarification on the importance of direct-to-consumer channels for most brands while acknowledging wholesale-only exceptions.44:32 – Closing remarks from Simeon Siegel, including how listeners can connect with him on LinkedIn.#retailtrends #dtc #businessinsights #podcast #ecommerce #marketanalysisMusic by hooksounds.comThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: A "Let's Dance" Lightning RoundFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Ebay Allowing Sales Via Facebook MarketplaceFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Amazon Selling Ad Tech To Other RetailersFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: If They're Pro Or Con: Best Buy’s New MarketplaceFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs. Chris Walton and Anne Mezzenga discuss: Amazon Investing $11 Billion Towards Ai In GeorgiaFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy

In the latest edition of Omni Talk’s Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Ocampo Capital and Scratch Event DJs Chris Walton and Anne Mezzenga discuss: Macy’s Announcing Store ClosuresFor the full episode head here: https://youtu.be/MHY9wOkZ0LIThis podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy