Remarkable Retail Podcast

Season 11, Episode 12 opens with a whirlwind week in retail news. Steve and Michael begin with the long-awaited end of the historic 43-day U.S. government shutdown, exploring what it means for holiday spending, federal workers, SNAP benefits, and travel recovery. While uncertainty lingers—particularly around health-care subsidies—the hosts note that retail may still experience ripple effects, especially among lower-income consumers living paycheck to paycheck. Still, retail sales continue to surprise: year-over-year spending climbed 5%, with clothing, sporting goods, electronics, and general merchandise leading the pack. Ecommerce also surged, with October online sales up 8.2%The hosts then unpack a series of strong earnings from standout brands. On continues its explosive growth with sales up over 30%, while Warby Parker posts a 15% sales jump and meaningful profitability improvement. The RealReal rebounds with 17% revenue growth, and Shopify reports a remarkable 32% increase, reflecting the strength of digitally enabled commerce. Another major storyline is the rapid rise of AI shopping: Adobe Analytics data now shows AI-driven traffic converting 16% higher than traditional channels, validating the momentum behind agentic commerce. In other tech news, Google announces an AI agent capable of calling stores, checking inventory, and completing purchases—a signal of seismic shifts underway in retail automation. And finally, the surprise timing behind the departure of Walmart CEO Doug McMillon prompts conversation about leadership transition, strategy continuity and the remarkable transformation he led. The second half of the episode features an in-depth interview with Julie Bornstein, Founder & CEO of Daydream—an AI-powered, chat-based shopping engine still in beta but already partnered with over 10,000 brands and 350 retailers that has already raised $50mm in capital. Julie shares her impressive career journey through Nordstrom, Urban Outfitters, Sephora, Stitch Fix, The Yes, and Pinterest. She then goes to explain how Daydream solves fashion’s most enduring problem: overwhelming choice. With generative AI enabling natural-language search, Daydream aims to deliver truly personalized recommendations by combining human stylist expertise with an ensemble of specialized models that understand fabric, fit, color, and aesthetic nuance. Julie also discusses the complexity of building a platform that merges taste-based shopping with machine learning, the importance of deep brand partnerships, and why major retailers see Daydream as both a customer-acquisition engine and an AI learning lab. She previews what's ahead: emerging social features, secondhand expansion, new iOS integrations, an upcoming app launch, and broader consumer rollout.  SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

Hosts Steve Dennis and Michael LeBlanc welcome David Lafitte, President and CEO of Tecovas, the fast-growing Austin-based brand bringing cowboy culture to modern consumers. Lafitte’s career journey—from corporate attorney to Chief Operating Officer at Deckers Brands (home of UGG and Hoka) and now to retail leadership at Tecovas—is a masterclass in reinvention and focus.Under Lafitte’s leadership, Tecovas has evolved from a digitally native boot maker to a fast growing premium lifestyle brand built on two pillars: crafted quality and radical hospitality. In this conversation, he explains how every store—now more than 50 across the U.S.—delivers a warm, elevated customer experience complete with in-store bars, personalization services, and knowledgable personalized service. The company’s blend of authenticity and approachability has earned it cult-brand status while driving remarkable growth.Lafitte also shares insights into Tecovas’ expansion strategy, including its move into New York’s Soho district. He describes the flagship store as both a retail hub and a powerful brand ambassador that introduces western style to new audiences—without compromising the brand’s roots. The discussion dives into Tecovas’ measured foray into wholesale partnerships with Nordstrom and its expanding apparel lines, from denim to performance shirts, that extend the brand’s head-to-toe lifestyle appeal.Lafitte reflects on the importance of leadership focus, empowering teams, and maintaining clarity amid growth. His advice for emerging retail leaders: prioritize what matters most, say no to distractions, and foster cultures of accountability and trust.The hosts balance the conversation with this week’s retail headlines: the Supreme Court’s debate over Trump-era tariffs, Allbirds’ ongoing “Wobbly Unicorn Corner” status and strong results from luxury icons Ralph Lauren and Tapestry amid broader industry struggles. They close with insights on Amazon’s automation ambitions, Andy Jassy’s bold predictions for the future of eCommerce, and holiday retail forecasts signaling a slower but steady season. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

Guest co-host Ben Miller, Shoptalk's VP of Original Content and Strategy joins to provide expert analysis and we interview Lauren Sherman, the acclaimed fashion correspondent at Puck and author of Selling Sexy: Victoria’s Secret and the Unraveling of an American IconThe episode kicks off with a rich news segment, where the trio unpacks the latest forces shaping retail and the economy. Amazon’s strong Q3 earnings headline the week, with third-party marketplace growth and ad revenues surging 24%. The conversation then pivots to the consumer landscape, where CPG brands lean on pricing over volume, private-label growth accelerates, and Estee Lauder’s rebound in China might hint at green shoots in luxury demand.From there, the hosts explore the AI revolution’s ripple through the workforce, with Ben outlining how global companies are reorganizing around “agentic transformation” as human and machine intelligence increasingly converge. He notes that the average IQ of today’s AI agents already exceeds 130—with future leaps that will reshape every operating model. The segment closes with Steve’s macro overview: U.S.–China tariff recalibrations, Fed policy shifts, and warning signs of consumer softening among younger cohorts.In the feature interview, Lauren Sherman offers a masterclass on the shifting foundations of global fashion and luxury. From the post-pandemic boom to today’s demand reset, she dissects how the Chinese slowdown, pricing strategy saturation, and the direct-to-consumer explosion are redrawing the map for brands like LVMH, Hermès, and Prada. Lauren argues that “untouchable” luxury houses are now confronting the limits of endless growth, and that resale and rental markets have permanently altered consumer psychology—embedding secondhand luxury as a normalized part of the buying journey.She also explores social media’s transformation under AI, Hollywood’s over-reliance on fashion partnerships, and why the luxury world’s obsession with celebrity campaigns may have reached saturation.The episode also previews ShopTalk Luxe, the new Abu Dhabi-based event connecting the global luxury ecosystem. The hosts wrap by spotlighting the AI data-center boom, the rise of GLP-1-driven nutrition trends, and the surprising revival of British department stores. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

The News RundownSteve leads off with the latest tariff turmoil, as trade negotiations between the U.S. and Canada stall amid the Trump administration's response to an ad created and paid for by the Ontario government running in U.S. media whose key auto  sector is endangered by Trump trade policies. They also explore luxury corporate earnings, where Hermès continues to shine, while.  Gucci owner Kering struggles to regain footing. Meanwhile, Mattel falls short as retailers tighten orders ahead of the holidays.The discussion then turns to job cuts at Target, Amazon, GM, and Nestlé, revealing how automation, AI, and tariff pressures are reshaping corporate structures, before turning to  Amazon's plan to replace up to 600,000 roles with robotics. They also cover ChatGPT's meteoric rise to No. 2 in product search, challenging Google and signaling a shift in how consumers discover products.Throughout, they underscore the precariousness of retail confidence heading into the holiday season — from Tractor Supply's cautious guidance to Deckers' HOKA sales slowdown.Blank Canvas Strategy: Finding Retail's 'New Earth'In the second half, Steve introduces "Blank Canvas Strategy"— a methodology for retailers to reimagine their businesses from the ground up, free from legacy constraints. Unlike Blue Ocean Strategy, which focuses on discovering compltey untapped markets, this framework helps brands reinvent their core business models before disruption makes them irrelevant.Steve urges leaders to recognize when their "planet" (current business model and market domain) becomes uninhabitable, and to begin building "Earth Two" — an alternative growth destination. Together, the hosts examine why incremental change doomed once-iconic retailers like Blockbuster, Sears, and Pier 1, and how others like Dick's Sporting Goods and RH (Restoration Hardware) succeeded by boldly innovating their business designs.They close by discussing how executives can carve out time, treasure, and talent for R&D, overcome the fear of cannibalization, and lead with the courage to disrupt themselves before competitors do.After the focused content discussion it's on to the most remarkable stories of the week, including Walmart's massive commitment to deploying 90 million supply-chain sensors to track pallets and fresh-food products.The episode wraps with what needs to be on everyone's radar screens. One recommendation: keep your eyes on "GU" the first U.S. store fromUniqlo's parent company, Fast Retailing. Located in New York's Soho neighborhood, Gu is a bright, energetic space with "eye-poppingly good prices" and strong shopper buzz. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

On the latest episode of the Remarkable Retail Podcast co-hosts Steve Dennis and Michael LeBlanc deliver another fast-moving episode at the intersection of strategy, leadership, and retail reinvention.The episode opens with Steve leading the weekly news rundown, spotlighting Walmart’s groundbreaking partnership with OpenAI's ChatGPT — a move that could redefine how shoppers discover products and transact. They then turn to earnings where LVMH’s modest rebound hints at a possible luxury reset, contrasted sharply with Saks Global’s double-digit losses and ongoing integration pains. The co-hosts analyze Levi’s direct-to-consumer surge under CEO Michelle Gass, before diving into Aritzia’s remarkable 32% growth and aggressive US expansion.From there Michaels Arts & Crafts CEO David Boone joins for a wide-ranging conversation about creativity, transformation, and speed. Boone shares how Michaels’ “seize the moment” initiative emerged after the collapse of Party City and JoAnn’s — an opportunity to rapidly introduce new in-store and digital concepts like The Party Shop and Balloon Bar. Drawing on his leadership experience at Staples Canada, Boone contrasts private equity agility with public-company complexity and explains why, in today’s market, inaction is riskier than risk itself.Boone also details Michaels’ journey toward a truly omnichannel creative ecosystem, where digital discovery enhances the tactile joy of physical stores. He discusses the integration of JoAnn’s beloved IP into the Michaels experience and how the company’s purpose — “fueling the joy of creativity and celebration” — guides everything from store design to marketing voice.Steve and Michael close with their “what’s remarkable” segment, breaking down OpenAI’s new Sora social video app and the explosive pace of AI adoption and lifting up International artisanal brand MUDD and the creative retail energy they embody. Together they reflect on the balance of innovation, humanity, and retail momentum heading into the 2025 holiday season. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

The Weekly News RundownThe episode opens with a fast-moving retail update. New DataWeave analytics reveal that Nike has raised prices significantly — by 17 percent for footwear and 14 percent for apparel — as tariff cost mounts, potentially disrupting their turnaround plans. Steve and Michael then examine the continuing U.S. government shutdown and its potential economic ripple effects. Despite flagging consumer confidence, September retail sales surged 5.4% year-over-year, led by sporting goods and apparel, while big-ticket categories such as furniture and home improvement stalled. They turn next to Adobe's holiday sales forecast, calling for 5.3 percent online growth — the slowest in years. AI-driven shopping, meanwhile, is expected to grow fivefold, underscoring how rapidly technology can reshape consumer behaviour.The Interview — Scot Wingo on Agentic CommerceReturning guest Scot Wingo brings a veteran entrepreneur's perspective on the next leap in retail innovation. Leveraging his ChannelAdvisor roots to his latest venture, ReFiBuy.ai, Wingo describes how AI agents are poised to reshape the shopping journey — from research, to finding, and buying — through "agentic commerce." He details how ChatGPT's new checkout feature effectively turns it into a merchant-friendly marketplace and why this could challenge Google and Amazon's ad-tax models. Wingo explains how Google is evolving from a search engine to an "answer engine," already costing retailers organic traffic, and outlines the steps brands must take to prepare their catalogues for AI-driven visibility. He also explores how personal-shopping agents and vertical AI start-ups in fashion and re-commerce are creating hyper-custom experiences, while warning retailers not to block "good bots" in their fear of AI scraping.Stories That Spread and A Peek Around the CornerIn their closing segment, Steve and Michael discuss some recent remarkable stories including the revival of brands like Bed Bath & Beyond, Toys "R" Us, and Forever 21, as well as Lululemon founder Chip Wilson's latest shot at his former company. They close by discuss what's on their mutual radar screens for the weeks ahead. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

The episode begins with a deep dive into the latest retail and economic headlines that are shaping the landscape. Steve and Michael dissect the U.S. government shutdown, its ripple effects on employment, and how cost-cutting in Washington could further weaken an already fragile job market. They then examine new tariffs on furniture, cabinets, and agricultural exports, highlighting how the policies are squeezing retailers and farmers alike—particularly soybean producers, who have been hit hard by China’s retaliation.The hosts also analyze the latest on TikTok’s uncertain U.S. future, as political maneuvering opens the door to a controversial joint venture involving major tech and media figures. In retail performance, Costco’s continued dominance and Nike’s early turnaround efforts take center stage, as both giants adapt to shifting consumer sentiment and inflationary pressure. The segment concludes with a discussion of AI’s growing impact on the workplace, holiday hiring trends, and how discretionary spending and de minimis trade rules could redefine retail economics on both sides of the border.Then, in a wide-ranging interview, David Kahan, President & Managing Director, Birkenstock Americas delivers a masterclass in brand stewardship and retail strategy. He traces Birkenstock’s roots from a humble German cobbler to a global fashion phenomenon—revealing how the brand’s success rests on “never deviating from its DNA.” Every product begins with the footbed, he says, making comfort, health, and purpose inseparable from style.Kahan credits Birkenstock’s ongoing cultural resonance—from the Barbie movie to red carpet collaborations—to disciplined brand management and “engineered distribution.” He explains how each Birkenstock store is a unique community experience, blending tactile engagement with hyper-local curation. The conversation also touches on leadership philosophy, emphasizing humility, trust, and an unwavering focus on brand equity over short-term sales.     SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

This special 5th anniversary episode of the Remarkable Retail podcast marks a milestone: five years of insights, disruption, and conversations with the world’s most innovative retail thinkers. We reflect on the pod’s origin story during the early COVID lockdowns, tracing its evolution from Steve’s book Remarkable Retail: How to Win & Keep Customers in the Age of Disruption into an industry-leading show featuring CEOs, founders, and thought leaders shaping global commerce. They share highlights from an impressive guest roster, including Scott Galloway (whose episode remains the most downloaded in the show’s history), Artemis Patrick of Sephora, Hal Lawton of Tractor Supply, Chris Nicholas of Sam’s Club, Joe Kudla of Vuori, and Neil Blumenthal of Warby Parker. Each clip showcases the powerful themes of customer centricity, innovation, and the relentless pursuit of remarkability.The centerpiece of the episode is a deep and engaging conversation with Seth Godin, returning for his sixth visit. Seth—bestselling author of classics including Purple Cow—first inspired the very language of “remarkability” in Steve’s book and the podcast itself. Here, Seth reflects on why being remarkable matters more than ever in an era where “average is dead.” He warns leaders that chasing efficiency or “suck less” strategies won’t suffice; brands must create conditions where customers want to talk about them. He draws a sharp distinction between simply being “better” through incremental improvements and being truly remarkable in ways that spark conversation, loyalty, and cultural resonance.Seth also delves into the impact of AI as the biggest societal shift since electricity. Rather than reducing costs by outsourcing tasks, he urges retailers to harness AI to enable new projects and creative possibilities. He illustrates this with his latest Kickstarter project—AI-driven card decks designed to spark learning, decision-making, and storytelling. For Seth, experimentation and accessible tools are the gateway to innovation, and he emphasizes that risk-taking in the AI era costs little but delivers exponential learning.Together, Michael, Steve, and Seth explore enduring themes: knowing who it’s for and what it’s for, the value of continuous improvement, and why shunning non-believers is essential to staying authentic.  SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

This week's episode marks the second edition  of "The Analysts" once again bringing together the sharpest minds in global retail. This time we welcome Sucharita Kodali, Vice President & Principal Analyst at Forrester Research, and Neil Saunders, Managing Director at GlobalData Retail for a lively, insight rich discussion about the future of retail.The episode kicks off with U.S. retail sales results from the NRF/CNBC Retail Monitor and the US Census Bureau, which showed surprisingly strong growth despite inflation, tariffs, and shaky consumer sentiment. Neil and Sucharita explain why inflation-adjusted numbers tell a more modest story, while digging into the growing disconnect between historically low consumer confidence and healthy sales. They highlight how wealth concentration and media filter bubbles distort the economic picture, making retail performance appear stronger or weaker depending on perspective."The Analysts" then turn to the state of mega-brand retail turnarounds. Neil delivers a tough assessment of Kohl’s—calling it the “turnaround that never happened”—while offering cautious optimism on Macy’s and Gap, which are showing small but real signs of progress. Sucharita points to structural weaknesses in department stores but also notes resilience in Walmart, Costco, and dollar stores. Together, they weigh how tariffs, operational missteps, and consumer shifts complicate recovery.Next up: AI in retail. Sucharita underscores that artificial intelligence isn’t new—retailers have relied on it for years in pricing, supply chain, and labor planning. The novelty lies in generative AI and so-called “agentic AI,” which she characterizes as incremental rather than revolutionary thus far. The panel agrees that while these tools can deliver efficiency, they’re unlikely to transform the top or bottom line soon—though Amazon’s deep AI and automation investments continue to give it a strategic edge.Looking ahead, holiday forecasts are mixed. Deloitte predicts growth under 3.5%, while eMarketer forecasts just 1.2%. Neil and Sucharita expect more resilience driven by consumers’ determination to celebrate. The panel also highlights Amazon’s bold logistics move to fulfill orders for Walmart and Shein, underscoring its unmatched infrastructure advantage.The discussion closes with Steve, Michael, Neil and Sucharita each offering what's on their radar screen, including Saks Global’s financial turbulence, macroeconomic signals like inflation and jobs data, and AI’s potential labor impacts.  SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve 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. 

In this engaging discussion, Lauren Steinberg, Loblaw's Executive Vice President and Chief Digital Officer, shares her insights on digital transformation in the retail sector. She reveals how Loblaw integrates convenience and affordability into its customer strategy, while utilizing AI and analytics for personalized shopping experiences. Lauren also discusses the significance of their accountable retail media approach, emphasizing trust and measurement in an omnichannel world. Her leadership tips focus on curiosity and resilience, valuable lessons for any industry innovator.