Episodi

  • AI Gets Pragmatic, Saks Hits the Wall, and Away CEO Jessica Schinazi Talks DTC Reinvention

    AI Gets Pragmatic, Saks Hits the Wall, and Away CEO Jessica Schinazi Talks DTC Reinvention
    Jan 20 2026
    Steve Dennis and Michael LeBlanc kick off this episode with a sharp breakdown of the retail news that mattered this past week. AI dominates the conversation—not as hype, but as a clear shift from experimentation to real-world implementation. Steve shares observations from the show floor, noting how retailers are racing to modernize product data, digital infrastructure, and site experiences to better capture the growing wave of AI-driven and agent-led shopping traffic.The conversation then turns to one of the most consequential stories in retail: the Saks Global bankruptcy. Steve provides deep context on the failed Saks–Neiman Marcus merger, the leadership shake-up, Amazon’s unexpected equity exposure, and the cascading impact on vendors—particularly smaller brands that may never be made whole. Early earnings and sales signals round out the news segment, with standout performances from Costco, American Eagle, and Five Below reinforcing a widening gap between retail’s winners and laggards. The hosts also discuss Walmart’s renewed push into drone delivery and the accelerating ripple effects of GLP-1 drugs, especially as pill-based options expand access and potentially reshape apparel and discretionary spending.From there, Steve and Michael are joined by Jessica Schinazi, CEO of Away for an engaging interview recorded live in the Narvar remote podcast studio on the floor at the NRF Big Show Jessica reflects on her journey from LVMH, Amazon, and Dyson to leading one of the original digitally native vertical brands as it approaches its tenth anniversary. She shares why Away’s emotional connection with customers—paired with uncompromising product quality—has allowed the brand to endure while many early DTC peers have struggled.Jessica explains Away’s evolution into what she describes as a “DTC-smart” model: maintaining direct customer relationships while strategically expanding through wholesale partners such as Nordstrom, Amazon, and Dick’s Sporting Goods. Each channel plays a distinct role, from immersive storytelling in owned stores to trust-building through reviews and scale on marketplaces. The discussion also explores leadership in the AI era, with Jessica emphasizing resilience, curiosity, and the importance of using AI as a tool to elevate human work—not replace it.In the closing segments, the hosts revisits new details emerging from the Saks Global bankruptcy, and share what's on their radar screen, exploring labor market signals and leadership changes at Kendra Scott, the fast-growing jewelry brand. 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.
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    54 min
  • “The Analysts”: Simeon Siegel and Sucharita Kodali’s 2026 Retail Playbook

    “The Analysts”: Simeon Siegel and Sucharita Kodali’s 2026 Retail Playbook
    Jan 13 2026
    Steve Dennis and Michael LeBlanc open the first episode of 2026 with a clear-eyed look at the retail news shaping the year ahead. Holiday sales landed largely as expected. Online sales grew faster, but at a decelerating pace, reinforcing the continued centrality of stores—particularly as click-and-collect represented a meaningful share of holiday fulfillment. The hosts also dig into sector-level performance, noting continued softness in big-ticket home categories alongside strength in apparel, beauty, and sporting goods.Attention then turns to structural stress in retail. The looming Chapter 11 filing of Saks Global underscores the limits of debt-heavy consolidation strategies and the difficulty of rationalizing oversized store portfolios. Steve outlines why store closures, vendor confidence, and new leadership will be critical to any successful reorganization. The news segment closes with a sobering look at U.S. job growth, which has slowed sharply, particularly in retail and manufacturing. While unemployment remains low, constrained labor supply and weak hiring momentum raise important questions for 2026.From there, the episode shifts to a wide-ranging discussion with The Analysts, this time featuring Simeon Siegel, Senior Managing Director at Guggenheim Partners, and Sucharita Kodali, Vice President and Principal Analyst at Forrester. Reflecting on 2025, both describe a year marked by cognitive dissonance: record retail spending alongside low consumer confidence and wildly uneven outcomes. Rather than a simple “K-shaped” economy, Simeon argues that execution matters most, pointing to stark performance differences between retailers selling similar products to similar customers.The Analysts explore where market share is truly shifting, why off-price and value leaders continue to gain ground, and how e-commerce growth is normalizing as the channel matures. Sucharita explains why physical retail remains resilient in the U.S., while Simeon adds that rising friction—fees, returns, and fulfillment costs—has dulled some of e-commerce’s original advantages. The conversation also tackles tariffs, AI, and technology hype. The episode concludes with Steve and Michael's perspectives on Amazon's surprising new physical retail stores plans and a possibly big Supreme Court ruling on tariff policy. 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.
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    56 min
  • We're Back with the No-BS Perspectives You Need: Get Ready for a Brand New Season of the Remarkable Retail Podcast

    We're Back with the No-BS Perspectives You Need: Get Ready for a Brand New Season of the Remarkable Retail Podcast
    Jan 6 2026

    I'm Steve Dennis, strategic advisor, keynote speaker, bestselling author, and host of the industry leading Remarkable Retail podcast, along with fellow retail insider Michael LeBlanc.

    Discover why C-suite executives from Amazon, Walmart, Ikea, Tractor Supply, Vuori and dozens more - choose to share their growth stories on the only retail podcast hosted by two of the NRF's top voices for 2025 and 2026.

    With AI reshaping just about everything, when making sense of competing narratives has never been more challenging, and when so many brands face an existential choice between becoming remarkable or risking irrelevance, Michael and I are here to give you the no-BS perspectives you need to aim higher, move faster, and take the bold actions you must.

    Our new season debuts January 13th, 2026, so be sure to follow the Remarkable Retail podcast on all the major platforms and on YouTube.

    About Us

    Steve 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.

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    1 min
  • From Department Stores to GLP-1s and Back Again: Annual Retail Predictions Reckoning (Part 2)

    From Department Stores to GLP-1s and Back Again: Annual Retail Predictions Reckoning (Part 2)
    Dec 19 2025
    In this special bonus episode closing out Season 11 of The Remarkable Retail Podcast and the year 2025, hosts Steve Dennis & Michael LeBlanc complete the second half of their annual predictions review—one of the most popular and anticipated episodes of the year. The episode opens with brief but timely discussion on two high-profile retail-adjacent experiences. First us Dennis shares insights from Amazon’s first-ever grocery analyst day in Seattle, offering a clearer picture of the company’s “one grocery” vision and it's already substantial online presence, now being accelerated as they invest in same day deliver of perishable items.The conversation then turns to Netflix House, following Dennis’s visit to the newly opened Dallas location, the second of three that are planned. Positioned in a former department store anchor, Netflix House blends immersive experiences, branded merchandise, gaming, and a restaurant. While customer traffic was encouraging, Dennis offered a frank critique of execution, citing confusing layouts, weak wayfinding, and inconsistent merchandising. The takeaway is cautiously optimistic: the concept has potential, but it is not yet operating at the level that would warrant significant expansion.The core of the episode is Part 2 of Dennis' annual predictions reckoning. Dennis revisits his forecast that department stores would continue “running to stand still,” awarding himself an A-minus as most banners remain stuck in negative or flat comps with limited progress on profitability. His prediction of significant change at Target earns a B-plus, correctly anticipating leadership transitions and the end of the Ulta partnership, though anticipated store closures did not materialize.Dennis also scores highly on his prediction that store closures would once again exceed store openings in the U.S., driven by bankruptcies and retrenchment across drugstores, mid-market apparel, and specialty retail. Predictions around Amazon’s physical grocery strategy are largely validated, while expectations for a surge in retail dealmaking and IPO activity fall short, earning a candid C-minus.The episode closes with a nuanced reassessment of the so-called “Ozempic recession.” While the term itself overstated the impact, Dennis and LeBlanc agree that GLP-1 drugs are reshaping consumption patterns—particularly in food, alcohol, and apparel—with long-term implications retailers can no longer ignore. 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.
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    39 min
  • From TikTok to Tariffs and Back Again: Annual Retail Predictions Reckoning (Part 1)

    From TikTok to Tariffs and Back Again: Annual Retail Predictions Reckoning (Part 1)
    Dec 16 2025

    One of the most anticipated episodes of The Remarkable Retail Podcast returns as Steve Dennis reviews and grades his annual retail predictions, offering a candid assessment of how the industry actually performed as 2025 unfolded. Known for balancing optimism with accountability, Dennis evaluates where macro forces, technology shifts, and retailer execution aligned—or diverged—from expectations.

    The episode opens with its regular news of the week segment, highlighting economic crosscurrents shaping retail performance. Despite multiple interest-rate cuts, housing-linked categories such as home improvement remain under pressure, with Home Depot forecasting modest growth at best. Tariffs emerge as a recurring headwind, squeezing margins for retailers like AutoZone and casting a long shadow over sourcing, pricing, and inventory strategies heading into 2026.

    Then its on to Part 1 of the predictions reckoning portion.

    A central theme is the continued rise of retail’s “super-scalers.” Walmart, Amazon, Costco, and a small cohort of dominant players once again captured a disproportionate share of industry growth, reinforcing the idea that scale, price leadership, and operational excellence matter more than ever in a value-constrained consumer environment. Dennis argues that this concentration is not cyclical, but structural, driven by convenience, pricing power, and omnichannel capability.

    About Us

    Steve 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.

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    45 min
  • The Stampede to Value, Macy's Turnaround Traction, and Moody's Chief Economist Mark Zandi on the K-Shaped Economy

    The Stampede to Value, Macy's Turnaround Traction, and Moody's Chief Economist Mark Zandi on the K-Shaped Economy
    Dec 9 2025
    We welcome Moody's Mark Zandi, Moody's Chief Economist and one of the most influential and trusted macroeconomic voices shaping markets, policy, and business strategy worldwide. Zandi begins by explaining how today’s consumer landscape is defined by a widening K-shaped economy—an income and wealth split decades in the making and now intensified by rising asset values and post-pandemic dynamics. Households at the top of the income spectrum are spending freely, while middle-class consumers remain pressured and those at the bottom struggle to keep up, borrowing to sustain purchases.Zandi also connects the affordability crisis to structural issues like housing supply, wage pressures, labor shortages, and the unpredictable impact of tariffs—which are simultaneously slowing job creation, lifting inflation, and clouding retailers’ pricing strategies. He warns that delayed tariff pass-through may soon accelerate and that upcoming legal decisions could radically alter retail margins.Perhaps most striking is Zandi’s analysis of AI’s fingerprints on the labor market. He highlights rapidly rising unemployment among younger workers and the risk that productivity gains arrive faster than hiring can adjust—potentially tipping the economy toward recession just as retail faces profit pressure, concentration of growth among a handful of giants, and shifts in category performance.Before joined by Zandi, Steve and Michael dig into the retail headlines: strong BFCM e-commerce results , Buy Now Pay Later surging again, and evidence that AI-driven traffic is now materially influencing online demand. They examine the evolving performance of dollar stores, with Five Below delivering standout comps, the ongoing stampede to value, and whether the end of de minimis rules may reshape the bargain landscape.They then break down Macy’s mixed but improving traction, tariff lawsuits led by Costco, and the broader retail question of whether top-line growth is increasingly profitless prosperity—a theme reinforced by margins squeezed across beauty, off-price, and specialty retail formats.In a quick recap of the most remarkable stories of the week Steve is stunned that Meta still invests heavily in the metaverse—even while shrinking budgets Michael questions whether defunct brands like Bed Bath & Beyond can meaningfully return in the Canadian retail market dominated by TJX, HomeSense, and IKEA.Expect the annual game of holiday discount chicken to intensify as promotions escalate, plus intriguing experiments like Netflix House in former department-store spaces—potentially hinting at new opportunities for mall real estate. 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...
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    53 min
  • Jason Buechel, Whole Foods CEO/Worldwide Head, Amazon Grocery, Plus Kohl's CEO Shake-up, eCommerce's Rewiring, and Sears' Last Christmas

    Jason Buechel, Whole Foods CEO/Worldwide Head, Amazon Grocery, Plus Kohl's CEO Shake-up, eCommerce's Rewiring, and Sears' Last Christmas
    Dec 2 2025
    The latest edition of the retail industry's leading podcast features an in-depth conversation with Jason Buechel, CEO of Whole Foods Market and Vice President of Amazon Worldwide Grocery Stores, who shares Amazon’s rapidly expanding grocery ambitions. Already surpassing $100 billion in gross sales, Amazon is leaning into grocery as a strategic category driven by frequency, loyalty, Prime stickiness, and the potential to unite all household purchasing into a seamless digital and physical ecosystem.Buechel explains how Amazon is transforming grocery shopping—a category in which consumers currently visit four to five retailers a month—into a single, unified experience. With more than 1,000 same-day grocery delivery locations today scaling to 2,300 cities, store-level innovations such as Whole Foods Daily Shop formats, and the integration of perishables directly into Amazon baskets alongside electronics or apparel, the company is erasing long-standing channel barriers. He also outlines the “one grocery” operational vision: unified supply chains, technology stacks, and customer journeys across banners, while preserving the brand trust and standards that Whole Foods customers demand.The episode opens with co-hosts Steve Dennis and Michael LeBlanc breaking down early holiday results. This year’s hottest retail storyline, however, may be the sudden emergence of agentic AI. Tools such as Amazon’s Rufus and ChatGPT are now influencing search and conversion decisions, helping fuel what the hosts dub “the most agentic Christmas yet.” With traffic gains from AI agents multiplying, the shift from traditional search to intelligent assistants is poised to accelerate dramatically in 2026.The discussion then turns to Kohl’s, and the decision to name interim CEO Michael Bender to the permanent position. The hosts frame this as symptomatic of a deeper issue: a retailer with declining relevance in a shrinking total addressable market.On the heels of new quarterly earnings reports they also spotlight the theme of “profitless prosperity”—brands reporting modest sales improvements but sliding EBITDA as tariffs, promotions, and supply chain pressures erode margin—the overarching message: top-line growth is not victory unless gross profit dollars follow.The episode concludes with the remarkable rise of Google's AI game, and Sears inexplicably still operating a handful of stores (though likely not for much longer). 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.
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    51 min
  • Retail's Flight to Value, Target Stumbles, Plus Sephora NA's President & CEO Artemis Patrick (E)

    Retail's Flight to Value, Target Stumbles, Plus Sephora NA's President & CEO Artemis Patrick (E)
    Nov 25 2025
    Steve and Michael open this week’s episode with a deep dive into the retail news of the week, marked by sharp contrasts in performance across the retail landscape. Walmart continues to separate itself from the pack, delivering another standout quarter, as omni-channel rival Target delivers another challenging quarter. The news segment analyses strong results from the off-price sector as TJX and Ross Stores both post impressive sales gains. The turnaround at Gap Inc. shows encouraging signs under CEO Richard Dickson despite continued weakness at Athleta. In home improvement, both Home Depot and Lowe’s see essentially flat comps as rate-locked consumers and affordability issues continue to weigh on spending. Furniture and home categories face rising tariff exposure, with Williams-Sonoma projecting its blended tariff rate jumping from 6% to 35%—a margin headwind that underscores industry-wide challenges. All told, the week’s earnings reveal a retail landscape where the biggest players capture more share while many others struggle to keep pace.Steve and Michael revisit their encore interview with Artemis Patrick, President & CEO of Sephora North America—one of the most inspiring and resonant conversations in the show’s archive. Artemis shares her extraordinary personal journey from immigrating from Iran and growing up in foster care to becoming one of the most influential leaders in global beauty.She details Sephora’s global reach (34 markets, 3,000 stores), 700+ North American freestanding locations, a huge presence at Kohl's, and 40M+ Beauty Insider members, while unpacking the brand’s unique power in incubating indie brands, championing diverse founders, and uniting physical and digital experiences long before Omni became a buzzword. Artemis also previews two transformational initiatives: a next-generation e-commerce platform enabling deeper personalization and a five-year renovation of every Sephora store—the largest capital project in the brand’s history.After the interview the hosts each share their choice for buzziest story of the week before concluding with what's on their radar screens for the weeks ahead. 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.
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    52 min