Podcasts about Canada goose

In this episode, we break down the latest earnings from several well-known companies across different sectors. We kick things off with Canada Goose, which posted strong margin expansion but continues to face sluggish full-year growth and ongoing wholesale weakness. We then turn to Lightspeed Commerce, where slowing growth and massive goodwill write-downs reveal deeper concerns about past acquisitions and management credibility. Next, we take a look at Home Depot, which continues to navigate a challenging macro environment with stable results, while also highlighting an intriguing long-term thesis on deferred home improvement demand. Lastly, we cover Affirm Holdings, which posted impressive revenue growth and customer retention, but faces rising delinquencies and uncertainty around its Walmart relationship. Tickers of stocks discussed: AFRM, HD, LSPD.TO, GOOS.TO Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Dave and Craig are joined by Shelley Taylor and special guest Eleri Edwards, aka Elerious, an animation director based in South Wales, who tells us about her upcoming film, Crybaby.We also review and dive into this week's film Kiki's Delivery Service and talk about all things Studio Ghibli! Should Kiki be remembered for all time? How relatable is this film? And what sound does a Canada Goose make? All this and more in this week's anime-focused episode!#Miyazaki #HayaoMiyazaki #StudioGhibli #KirstenDunst #PhilHartman #Kiki #KikisDeliveryService Hosted on Acast. See acast.com/privacy for more information.

The birds are back! From raptors doing trust falls, to grebes running across water - birds are displaying their finest selves all across Canada!In this episode, Kyle Horner breaks down the common, the weird, and the obscure bird behaviours that you should be looking for this spring. We also get interesting insights into the "mess" that is the Canada Goose. And Kyle shares what he considers the best birds to look for at this time of year, whether you're in Halifax, Kelowna, or somewhere in between!Want more info on how to help birds? Visit Your Guide to Helping Canada's Birds. Birds and Beans will donate to this podcast when you use the code "warblers" at checkout. Thanks for your support!Kyle Horner was gifted the love of birdlife and storytelling from his father. From a young age he was obsessed with talking about nature to others (whether or not they wanted to hear it), and his career has been spent doing just that. Kyle has worked in environmental education and science communication for parks, zoos, botanical gardens, outreach programs, non-profits, and the University of Guelph. As the NatureCounts Engagement Coordinator, he is excited to find the stories in the data and share the incredible potential of this fascinating project.Andrea Gress (she/her) secretly thinks Piping Plovers are better than all the other birds...studied Renewable Resource Management at the University of Saskatchewan. She pivoted towards birds, after an internship in South Africa. Upon returning, she worked with Piping Plovers in Saskatchewan, and then as the Ontario Piping Plover Coordinator. Years of sharing her love of plovers with beach goers has turned into a full time communications role with Birds Canada. 

In today's episode, Daniel Mahncke and Shawn O'Malley break down Moncler (ticker: MONC), an emerging leader in luxury outerwear. Known for its iconic down jackets, high-profile collaborations, and strategic expansion into new markets, Moncler has established itself as a powerhouse in the luxury fashion industry. As the company focuses on strengthening its direct-to-consumer model and expanding the luxury streetwear brand Stone Island, it's positioning itself for more stable and profitable growth while maintaining its exclusive brand image. In this episode, you'll learn why Moncler stands out in the luxury fashion world, how it has built a strong brand identity rooted in both heritage and innovation, why its shift toward direct sales is so important for long-term profitability, what role collaborations and limited collections play in driving demand, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 02:44 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand. 13:10 - What makes a luxury brand successful. 26:51 - Why Direct-to-Consumer is so important for luxury brands. 34:59 - How Remo Ruffini transforms niche, local brands into global luxury brands. 49:28 - What role does Stone Island play? 49:28 - How does Moncler think about further acquisitions? 52:54 - Where does future growth come from? 01:10:52 - What are the risks in a Moncler investment? 01:26:37 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. What Moncler and Canada Goose are really chasing: watch the video. Moncler x Pharrell Williams Art of Terrain Experience. Daniel Mahncke's last Pitch on Nintendo. “The Luxury Strategy” book. Check out our previous Intrinsic Value breakdowns: AutoZone, Alphabet, Ulta, John Deere, and Madison Square Garden Sports. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Shopify CFI Education TurboTax Airbnb Connect with Shawn: Twitter | LinkedIn | Email Connect with Daniel: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Ah, the Canada Goose. Often a challenge on the water or in the field, but let's be honest, sometimes the biggest issue is getting folks to love it on the dinner table. Well, fear not! In this episode of The Fowl Life Podcast Provider Series Eat Wild Edition, Certified French Culinarian, Chef Ellie Lawton, shows us an easy way to make goose protein the star of the feast. Hear step by step instructions how to prepare Provider Right Wing Sauce Goose Fajitas that will knock your Banded socks off. Laugh along with Midwest Host, Joel Kleefisch, and Chef Lawton as they bring their cooking show to the ice of a frozen Midwest lake…AND…watch the video that shows you exactly how to make it! Provider Right Wing Sauce Canada Goose Fajitas Ingredients and Instructions: 2 lbs goose breast, cubed into 1 inch pieces Place in marinade and refrigerate for 24-48 hours Marinade: 2 limes, juiced 2 C Buttermilk 1/2 c soy sauce or tamari 1/4 c hoisin sauce 1/8 c chopped garlic 1/3 c Right Wing Sauce 2 Tbsp Provider Spice Fowl Stir Fry Noodle & Vegetable Base: 16oz cooked Rice Stir Fry Noodles 2 tbsp butter In pan on medium heat Add vegetables to the hot pan and sauté until vegetables are tender, once tender, add the rice noodles and sauté for 3-4 minutes until evenly mixed, then remove from heat. 2 tbsp chopped garlic 1/2 c dice onion 1 c shredded red cabbage 1 c shredded carrot 1 c beech mushrooms 1/2 c stir fry sauce Stir Fry Sauce: 1/2 C Hoisin sauce 1/2 C Soy Sauce 1/3 C Right Wing Sauce 1 tbsp Provider Spice Fowl 1 tbsp Provider Spice Drop Tine Preparing the Goose: Remove from the refrigerator Remove from marinade but do not dry marinade off, tenderize pieces with meat mallet for 1-2 minutes and return to marinade until ready to cook. Cooking the goose: Heat a cast iron pan on medium-high heat with 3 tbsp butter, remove the meat from marinade and add to the hot pan and cook 3-4 minutes, add 1/2 c of stir fry sauce while the goose is cooking. Remove from heat Plate desired Noodle & Vegetable Base, add desired amount of cooked goose on top of the noodle base Top stir fry with fresh cilantro, thinly sliced fresh jalapeño, crispy fried shallots or onions, and drizzle with Stir Fry sauce and Right Wing Sauce This episode is brought to you by Travel Wisconsin, The Provider Culinary, Jargon Game Calls, Bad Boy Mowers, Hi Viz Sights, Mickey Thompson Tires, and Avery GHG Decoys

In this episode of Remarkable Retail, hosts Michael LeBlanc and Steve Dennis break down a high-stakes week of retail headlines before reprising a conversation recorded two years ago with Canada Goose President, Carrie Baker. Carrie touches on the brand's unique positioning, DTC growth strategy, sustainability initiatives, and product line extensions.Retail News Breakdown:Tariff Whiplash – The Trump administration's latest on-again, off-again tariffs are leaving retailers scrambling. What's the real impact on pricing, inflation, and supply chains?Walgreens Goes Private – Sycamore Partners is taking over the struggling pharmacy giant in a $10 billion deal, but is this a turnaround or just a temporary fix?Retail Earnings Mixed Bag – Target unveils a $15 billion growth plan, Best Buy braces for tariff-related costs, and Macy's fights for relevance. Meanwhile, Nordstrom posts its last earnings as a public company.Revisiting Canada Goose: Then & NowAfter the news, we rewind to an insightful conversation with Carrie Baker, President of Canada Goose, recorded at ShopTalk two years ago. At the time, Canada Goose was expanding its direct-to-consumer strategy, battling counterfeit products, and rolling out immersive store experiences like the Cold Room. She also touches on their store expansion plans, resales intiatives, and product-line extensions.By blending past insights with today's updates, this episode offers a unique look at retail strategy in motion. Whether you're tracking market volatility, retail M&A, or long-term brand positioning, this episode connects the biggest industry shifts with lessons from one of Canada's most iconic brands.Subscribe, listen, and stay ahead of retail's twists and turns!********************Steve will be back on stage at Shoptalk coming up in Las Vegas at the end of March. Listeners can save on registration by using our discount codes below:For Retailers & Consumer Brands go here and use code RBREMARK549For General Admission go here and use code GAREMARK1399Steve's 2025 Retail PredictionsAbout CarrieRecognized as a dynamic and collaborative leader with an entrepreneurial spirit, Carrie is responsible for Canada Goose's global commercial business, driving the company's growth and customer engagement. She oversees the Regional Business units, Marketing & Experience, Public Affairs & Communications, Merchandising & Pricing, and Corporate Citizenship. In her previous role as President, North America, she established a high-performance team and led the region's significant business acceleration. Carrie has also served as Chief of Staff and Chief Communications Officer, helping lead the company through critical initiatives including its successful IPO and development of its industry-leading Sustainable Impact Strategy. Prior to joining Canada Goose in 2012, she was a Senior Vice President at a North American communications agency specializing in coaching executives and building the brands of some of North America's largest retail, technology and consumer goods companies. Carrie was named WXN Top 100 Most Powerful Women Canada in 2019 and serves on the Board of Directors of Trillium Health Partners Foundation. 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.

-Steve Carrell is officially more daddy for this one crazy reason! -An Eagle fought a Canada Goose the other day and the symbolism is too accurate. -WHAT's APPENING: Read Receipts are encouraging people to scam you -Canadian Snacks! (a.k.a How to Eat Hickory Sticks) -RENT FREE: A local business that is SCARY GOOD, and travel tips for Morrisburg, Ontario -What changes would you make to public bathrooms?

Topics and discussions include:Recap of Tresor and Zoie's speaking event / Being Black and navigating a corporate environment (1:30)#DearRelentless (32:00)Blue Eyed Kayla (1:01:15)Are we dating the same man groups in Toronto (1:09:05)Are 'icks' real when you are in love? (1:20:30)How far are you going to recover your phone? (1:25:05)You can't wear Canada Goose jackets in American cities? (1:30:30)Ayesha Curry says her relationship comes first over her kids (1:36:40)Can you name NBA champions backwards (1:45:05)Provincial election/ NDP party leader leaked audio/ New slang terms and rappers under 25 (1:50:02)Delta offers $30k to passengers of recent crash (2:09:02)Keyword in your phone challenge (2:15:02)The main Toronto nightlife categories (2:22:05) Hosted on Acast. See acast.com/privacy for more information.

Welcome to the 71st episode of Ecommerce Toolbox: Expert Perspectives eTail Series! This time, host Kailin Noivo sits down with Ron Ijack, CTO at Knix, for an in-depth discussion on the evolving role of technology in retail, his experiences leading tech at major brands like Canada Goose, Roots, and Knix, the shift from custom-built systems to SaaS solutions, and how businesses can better integrate technology to drive efficiency and sales. Ron discusses actionable insights on balancing innovation, reducing tech bloat, and making technology a true business enabler rather than a distraction.

Looking at a Canada Goose, you might not think their bodies are designed for fancy flying. But watch as a flock of geese comes in for a landing at a lake and you might be surprised. If the flock comes in too fast or too high above the water, geese have a little trick to slow themselves down for a safe landing. The geese stop flapping and then quickly roll their bodies upside down, while twisting their long necks the right way up. Finally, they rotate again to right themselves just in time to gently splash down. It's a maneuver called whiffling. It seems to help the geese slow down quickly – but sometimes it might just be for fun.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible. 

This is a special episode just for this time of year. Around Christmas time volunteers all over the country go out and count all the birds they can find in their local area. This is the second episode I made for to help with the Christmas Bird Count (CBC). I talk about three common birds most people will see on their own CBC the Mallard (1:43) the Canada Goose (3:48) and the Cedar Waxwing (6:39). Then I talk about three not so common species most of us will only get the chance to see in the winter months our winter specialties. This time the winter specialties are Longspurs starting at (9:38).    You can find me on Facebook at birdingbyearpodcast or send me an email at birdingbyearpodcast@gmail.com Thanks for listening.   

Rick wants to know why the Canada geese he's been observing, who are preparing to migrate for the winter, are honking so incessantly while flying in formation. Viola Ross-Smith from the British Trust for Ornithology was on hand to help James Tytko with the answer... Like this podcast? Please help us by supporting the Naked Scientists

This episode aired on 11/02/2024.

Canada goose hunting expert Josh Nehk shares some insight into the 2024 hunting season and provides strategies for making the most out of the remainder of the season.See omnystudio.com/listener for privacy information.

Once upon a time, there was a place you could go on the internet to buy all the strangest fruits that fashion's best and brightest had to offer. Now, you're more likely to hit it when you decide to become the billionth person in the world to own a pair of sambas. That place is SSENSE - the luxury e-commerce mega retailer based out of Montreal, which houses every fashion brand from Canada Goose to Issey Miyake, and employs just about the entire 20-something anglo population of Montreal. SSENSE has become an undeniable powerhouse in the world of luxury e-commerce, carving a name for itself with an unorthodox business model that fuses fashion and technology. But can a company which has been called “the Amazon of high fashion” really be the bastion of the arts that it proclaims to be? In this extra special Patreon bonus episode, Maia and Hannah, with the help of a series of interviews from former SSENSE employees and small business owners, discuss SSENSE'S impact on fashion as an art form. As SSENSE gobbles up all the fish in the e-commerce pond, is it actually supporting emerging artists, or snuffing them out?  FULL EPISODE AVAILABLE ON PATREON: https://www.patreon.com/c/rehashpodcast

The latest in business, financial, and market news and how it affects your money, reported by CNBC's Peter Schacknow

Luxus-Brands wie Gucci und Canada Goose klagen über sinkenden Umsatz. Hintergründe in der aktuellen Folge.Themen des Podcasts:Intro: 0:00Gucci: 03:05Canada Goose: 15:42Schaut euch die Podcast Folgen auf YouTube an:https://www.youtube.com/@teoAI_Meldet euch jetzt zur AI Masterclass an. Mit dem Promocode PODCAST erhaltet ihr 10% Rabatt. Alle Infos findet ihr unter www.teo.netPodcast abonnieren und bewerten ⭐️⭐️⭐️⭐️⭐️Apple: https://bit.ly/3OiVU5hSpotify: https://bit.ly/3Sl7M9jGoogle: https://bit.ly/3oIgZIxAmazon: https://bit.ly/3NWUVXYFolgt mirLinkedIn: https://www.linkedin.com/in/heyteoInstagram: https://www.instagram.com/teoai_YouTube: https://www.youtube.com/@teoAI_TikTok: https://www.tiktok.com/@teo.ai

Imagine a pigeon the size of a Turkey Vulture or a Canada Goose! Meet the crowned-pigeon. Four species inhabit the large, equatorial island of New Guinea and a few smaller islands. Crowned-pigeons are forest birds and fruit-eaters, with iridescent purple chests and spectacular, tall, lacy crests.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible.

Send us a textIn this episode we're joined by Trace Larimer of Twin Hill Outdoors out of Georgia. We discuss how their early has been and what all they've been getting into. We also discuss some upcoming travel plans and talk about hunting from NC, GA, and OK. We discuss the struggle in getting permission and taking care of your landowners. 

The only immigrants we hate are Canada Geese. I was attacked by a Canada Goose while backwards peeing up a small candiru in Dave Grohl Alley while he was getting Kate Middleton pregnant with a bastard using his 22 foot drumstick that only Tom Bunyan could of used. Beware of Unculums & Uncubi & Homouncubus

In the latest instalment of the Shiny New Object podcast, we talk about the potential of end-to-end generative AI in marketing, including its benefits and concerns about maintaining human control, empathy, and creativity. Our guest is Phil Clark, Senior Director, Digital Marketing & Media at Canada Goose. Tune in to get his top data driven marketing tips, ideas about AI & creativity, and more.

Host Chris Jennings is joined by DU magazine contributor John Pollmann to discuss a popular topic – freelancing the prairies. Pollmann's experiences as a South Dakota resident provides a different perspective to freelancing and the pair discuss common tactics, including best practices to approach landowners.www.ducks.org/DUPodcast

Josh So-Wada of Fowl Mouth Outfitters share some tips for those gearing up to pursue the early Canada Goose hunting seasons in Minnesota and the Dakotas. See omnystudio.com/listener for privacy information.

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Today we look deep into the eyes of our friendly neighbors to the north and talk through their lists for Teams Goose and Moose. We than see what last years winners have cooked up to try and keep their thrones.  Lots of interesting bits in this one and some great tangents.

As it began to hail, Marlon Inniss saw several Canada Geese doing something odd. Rather than trying to shield their heads, the geese pointed their bills skyward, directly into the path of the hail. The geese were pointing the smallest surface area of their sensitive bills, the narrow tip, into the hail — minimizing the impact. Inniss's video of the behavior helped reaffirm an observation made by naturalist Aldo Leopold one hundred years before of Northern Pintails adopting the same stance.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible. 

In this episode of the Canadian Investor Podcast, we delve into the latest inflation data from Canada and the U.S and what it means for investors. Additionally, we provide a detailed look at the earnings outcomes for major companies including Lightspeed Commerce, Canada Goose, and Walmart, and discuss the implications of these reports on market expectations and consumer behavior. We also touch on Shopify's financial performance and the evolving odds of the SEC approving a spot Ethereum ETF. Join us as we unpack these developments and their potential effects on investors and the broader economic environment. Ticker of stocks discussed: GOOS.TO, WMT, LSPD.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Introducing Alex Schneider, a seasoned wholesale and planning executive from the fashion industry. With a track record of success at iconic brands like Casper, Canada Goose, and Marc Jacobs Intl., Alex has mastered the art of strategic planning and sales operations. Her innovative approach and collaborative leadership style have propelled her to exceed revenue targets and consistently optimize processes. Tune in as Alex speaks with Erik Jorgensen to share insights and experiences from her dynamic career, offering invaluable lessons in driving growth and fostering relationships. On this episode, Alex talks with Erik Jorgensen about the advice she would give those trying to break into the corporate fashion industry.

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.  Das Buch zum Podcast? Jetzt lesen.  Siemens wächst schwach, Walmart wächst stark. Buffett kauft Versicherung, Burry kauft China-Aktien. Außerdem boomt Canada Goose. E-Autos sind grad das Gegenteil von KI: Kein Hype-Thema. Infineon (WKN: 623100) ist deshalb das Gegenteil von anderen Chip-Aktien: Kein Highflyer. Aber: Turnaround. Gucci geht's 2024 schlecht. Gucci ging's auch 1994 schlecht. Bernard Arnault hat damals den größten Fehler seiner Karriere gemacht. Was bedeutet das für Kering (WKN: 851223)? Diesen Podcast vom 17.05.2024, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode of The E-commerce Toolbox: Expert Perspectives, host Kailin Noivo is joined by Phil Clark, Senior Director of Digital Marketing and Media at Canada Goose. Together, they explore how the luxury fashion brand maintains competitive advantage in the current fashion market, measure the right KPIs, personalize experiences, and leverage social commerce and influencer marketing.

Host Chris Jennings is joined by Kelley Powers and Brook Richard with Higdon Outdoors, MOMarsh, and Power Calls and the trio talk Canada goose calling. Powers, three-time World Goose Calling Champion, among other titles, brings a whole new level of calling capabilities to the DU Podcast. He provides an easy step-by-step guide to improve your capabilities in a goose field. The trio also discuss decoy tactics, flagging, and combining calling into all of these to make you a more successful Canada goose hunter.www.ducks.org/DUPodcast

Host Chris Jennings is joined by Kelley Powers and Brook Richard with Higdon Outdoors, MOMarsh, and Power Calls to discuss calling whitefronts. Richard grew up hunting and guiding “specklebellies” in south Louisiana and has followed them north as their main wintering landscapes have shifted. He has called in competitions and is eager to teach others. Richard breaks down the basics of calling these fantastic geese and even walks through step-by-step scenarios of when, why, and how to put whitefronts in the decoys. www.ducks.org/DUPodcast

Host Chris Jennings is joined by Kelley Powers and Brook Richard with Higdon Outdoors, MOMarsh, and Power Calls to break the ice on how to become a better duck caller. This step-by-step instruction is designed to help you improve your calling techniques this off season. Richard and Powers offer a simple approach to improvement and they provide real-life scenarios for various calling techniques, including team calling.  www.ducks.org/DUPodcast

Penny Brook is a mission-driven Marketing, Experience and C-Suite business leader, in her 25+ year career Penny has spanned globally admired brands such as Clarks Shoes, Philips Electronics and Mulberry. Her decade long career at Canada Goose as CMO saw her take the brand global with growth of 100mln to 1.3bln. Penny was instrumental in establishing Canada Goose's distinctive global brand positioning in NA and beyond in key markets such as Europe and China. Sponsor this show at https://www.passionfroot.me/alexa-curtis Subscribe to Stay Fearless or Die Trying here.  BUY A MEDIA LIST OR MEDIA KIT HERE! 

Today on our show:UPS announces new initiatives in Analyst DayCanada Goose announces shakeupShein's supply chain as a service initiative a "Pearl Harbor" moment for retailersCommercetools releases a company updateAnd finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

In this episode, Dan and Simon dissect the US Federal Reserve's recent decision to keep rates unchanged. They then delve into Alimentation Couche-Tard's earnings and explain why the stock sold off after the earnings release. Dan and Simon then discuss the recent Reddit IPO and why investors should do their homework before deciding to invest in the latest social media IPO.  They also touch on Lightspeed's potential shift to private ownership, Canada Goose's layoffs aimed at operational efficiency, and discuss the recent earnings of fashion giants, Nike and Lulelmon. Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Dan's Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Sign up for Finchat.io for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

This soundscape features spring peepers, wood frogs, with some cameos from Pine Siskin and Canada Goose, as well as lots of wind and snow. Recorded on March 17, 2024 in Beverly Swamp, Flamborough, Ontario using the Zoom F3 and SO.1 Omni Mics. This podcast is powered by Pinecast. Try Pinecast for free, forever, no credit card required. If you decide to upgrade, use coupon code r-da20d0 for 40% off for 4 months, and support Songscapes.

Jess Johannson, CHRO at Canada Goose, joined us on The Modern People Leader.  We talked about what's wrong with the performance review process, what Organizational Network Analysis is, and how to find and recognize the key contributors at your company. ---- This episode was brought to you by Pyn. Get access to their Employee Journey Designer here. ---- [00:01:41] Good news stories [00:08:00] Jess's career journey and her role at Canada Goose [00:14:16] Trends and outlook for 2024 [00:22:31] Exploring generative AI's impact on HR and inclusivity [00:33:28] Innovating the performance review process with organizational network analysis (ONA) [00:42:20] Linking performance reviews to compensation [00:45:34] Goals and transformation at Canada Goose [00:49:00] Rapid-fire questions ----

It may not be Versace, Balenciaga, or Gucci, but that doesn't mean it's still not one of the world's most coveted brands around. Who is it?  Canada Goose. And it's the choice apparel of dog sledders, Arctic Circle explorers, and heli-skiers alike. In this solo pod, Aidan reveals the marketing genius behind the Canadian outwear brand that rebranded itself into a high-class, luxury apparel brand and convinced the world its jacket was worth that extra $1700. Find how -27° try-on rooms, outdoor movie premieres in the dead of winter, and a lifetime guarantee skyrocketed this company into a lifetime of high-class luxury.   Typeform is a refreshingly different form builder. We help over 150,000 businesses collect the data they need with forms, surveys, and quizzes that people enjoy. Designed to look striking and feel effortless to fill out, Typeform drives 500 million responses every year—and integrates with essential tools like Slack, Zapier, and Hubspot. For more information, visit https://www.typeform.com/ Sign up for The Marketing Millennials newsletter:  www.workweek.com/brand/the-marketing-millennials Follow Aidan: LinkedIn: https://www.linkedin.com/in/aidanbrannigan/ Twitter: https://twitter.com/BranniganAidan TikTok: https://www.tiktok.com/@aidan_brannigan Daniel is a Workweek friend, working to produce amazing podcasts. To find out more, visit: www.workweek.com

Kind of hard to complain about killing Wyoming greenhead limits when the temperatures are in mid-60s, but that's not always the case. Seasonably warm weather made for hit-or-miss waterfowl hunting in Wyoming, but the show must go on--you don't know unless you go, right?! A waterfowl hunting guide for 35 years, JJ Randolph is also a world-class storyteller and human being. He talks about starting Wyobraska--y'all ain't going believe what he traded for his first blind--why he chose Wyoming, important influences, why this area usually overwinters so many ducks and geese, waterfowl plucking, hunting strategies, Wyobraska's client retriever policy and much more.  No wonder this hunt sells out as quickly as it does.   Related links: Wyoming Waterfowl Hunting at Wyobraska https://www.getducks.com/ushunts/wyoming-waterfowl-hunting/   MOJO's Duck Season Somewhere Podcast Sponsors:   MOJO Outdoors  Benelli Shotguns BOSS Shotshells Ducks Unlimited  Flash Back Decoys  HuntProof Premium Waterfowl App Inukshuk Professional Dog Food  Tetra Hearing Tom Beckbe Voormi GetDucks.com USHuntList.com     It really is duck season somewhere for 365 days per year. Follow Ramsey Russell's worldwide duck hunting adventures as he chases real duck hunting experiences year-round: Instagram @ramseyrussellgetducks YouTube @GetDucks Facebook @GetDucks.com   Please subscribe, rate and review Mojo's Duck Season Somewhere podcast. Share your favorite episodes with friends! Business inquiries and comments contact Ramsey Russell ramsey@getducks.com  

This week on The Modern Customer Podcast, Penny Brook, the former Chief Marketing and Experience Officer at Canada Goose, discusses how the retail industry is changing and how brands can create a better experience for their customers. She talks about the importance of storytelling, personalization, and technology in creating a memorable retail experience. Blake Morgan is a customer experience futurist, keynote speaker, and author of the bestselling book The Customer Of The Future.

My guest Mateusz Piesiak joins me to discuss moving into wider focal lengths, shooting in extreme conditions, and playing with motion in his photos. Follow Mateusz at: Instagram: @mpwildlife Show Mentions: Photo Mateusz won with Photo of the gull over stormy waves. Photo from Luca Lorenz with motion blur and a Canada Goose

From 01/03 Hour 1: The Sports Junkies got their caffeine fix against all odds this morning. They also discuss how Canada Goose jackets might make you a target.

A single Canada Goose has between 20 and 25 thousand feathers. Some are designed to help the bird fly or shed water. Many are the short, fluffy kind, the down that insulates the bird from the cold. Birds survive in sub-zero weather by fluffing their feathers, creating layers of air and feathers. Just a fraction of an inch of this insulation can keep a bird's body temperature at 104 degrees, even in freezing weather. Seen here are the feathers of a Brown Pelican.More info and transcript at BirdNote.org. Want more BirdNote? Subscribe to our weekly newsletter. Sign up for BirdNote+ to get ad-free listening and other perks. BirdNote is a nonprofit. Your tax-deductible gift makes these shows possible.

In this episode of the Ducks Unlimited podcast, hosts Dr. Mike Brasher, Katie Burke, and Chris Jennings provide updates on recent activities and upcoming events in waterfowl conservation and hunting. They discuss their recent trips, including Katie's visit to Easton for podcast content and museum-related activities. Tune in to get the latest updates in the world of waterfowl.www.duck.org/DUPodcast

EP315 - 2023 Turkey5 Recap with Salesforces Rob Garf Episode 315 is a recap of Turkey5 (The five days from Thanksgiving through Cyber Monday) 2023 with Rob Garf, Vice President and General Manager, Retail at Salesforce. This is Robs' Six time on the show, having previously been on episodes 110, 248, 282, 299, and 313. Jason and Scot discuss the "Turkey 5" with their guest Rob Garf, VP and GM for retail at Salesforce. They analyze data from various sources to provide insights into the holiday shopping season. According to the U.S. Department of Commerce, e-commerce grew 7.75% in Q3, while total retail only grew 2%. Jason emphasizes the need for e-commerce to grow at least 7.7% in Q4 to stay on track. Adobe's data shows that Black Friday sales were up 7.5% and Cyber Monday sales were up 12.4% from the previous year. The speakers also discuss data from BigCommerce, MasterCard, and Salesforce, highlighting growth in online sales on Cyber Monday and Black Friday. Rob Garf adds his observations on retail industry trends, noting an increase in demand and robust pricing. He mentions a rebound in demand in Europe, excluding the UK, and highlights retailers' focus on profitability and inventory levels. The discussion then turns to Amazon's innovative advertising approach during a Friday NFL game, where shoppable ads were displayed via QR codes. Jason believes this strategy will benefit Amazon, as it monetizes viewership and reinforces the brand. Discounting played a significant role in driving demand during Cyber Week, with retailers offering an average of 30% off. Consumers were patient, waiting for attractive deals, while retailers managed their inventory and discounting strategies well. The luxury category, however, did not perform as strongly, with only a slight increase or even a decrease in sales. The hosts touch on the resale market and the growing popularity of Buy Now, Pay Later (BNPL) options and mobile wallets. They discuss the potential impact of mobile wallets on shopping behavior and note that BNPL resonates with new consumers and has replaced layaway. Finally, the hosts mention the passing of Charlie Munger and the filing of an IPO by Xi'an, encouraging listeners to support the show and announcing more holiday shopping data and reports on Salesforce.com. 0:00:46 Introduction to the Jason and Scot Show 0:05:04 Black Friday: First Sales for Vendors 0:14:06 Softness in Consumer Electronics and Toys Market 0:14:55 Black Friday and Cyber Monday Impact on Holiday Season Shape 0:16:32 Retailers' Inventory Management and Positive Growth Forecast 0:17:47 Retailers analyzing profitability and customer profitability. 0:18:29 Increase in Demand and Robust Pricing 0:22:34 Amazon's Innovative Advertising and Potential Profitability for Holiday 0:26:27 Discount rates over Cyber Week in comparison to previous years 0:29:04 Retailers' management of inventory and transparency in discounting strategy 0:31:52 Consumer behavior and the rise of Buy Now, Pay Later (BNPL) 0:33:32 Mobile wallets and the impact on checkout process and shopping experiences 0:35:26 Buy Now, Pay Later Growing and Replacing Layaway 0:37:22 Charlie Munger's Passing and Xi'an's IPO Announcement Throughout this episode make liberal use of real-time data from Salesforce Shopping Insights HQ, which tracks how 1.5+ billion consumers are shaping shopping trends. You can see a real-time holiday dashboard, powered by Tableau so you can interact with the data yourself on the Salesforce Holiday Insights page. Episode 313 of the Jason & Scot show was recorded on Tuesday November 28th, 2023.  http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:23] Welcome to the Jason and Scot Show. This is episode 315 being recorded on Tuesday, November 28th. I'm your host, Jason Retail Geek Goldberg, and as usual, I'm here with your co-host, Scot Wingo. Scot: [0:39] Hey, Jason, and welcome back, Jason and Scot Show listeners. Vigilant listeners will remember that we promised you a delicious turkey five Introduction to the Jason and Scot Show [0:47] sandwich starring none other than Rob Garf, VP and GM for retail at Salesforce. And that's what we're delivering today. Rob was here way back on episode 313 on November 8th. And he is back here today to tell us what happened during the Turkey 5. Welcome back, Rob. Rob: [1:05] Thanks for having me, Jason, Scot. Always a pleasure and look forward to getting into some of this really fun data. Scot: [1:12] Yeah, this is your record sixth time. So your old hat here. Before we jump in, we do want to just kind of set the table, keeping with the post-Thanksgiving, theme with some leftovers. I saw what you did there. Yeah. And we, meaning Jason and his army of interns, have gathered a bunch of data from other sources. So we just want to give listeners that, and we know you have your own data, and we want to paint a complete picture. So, Jason, give us the quick and dirty rundown of other data that we've seen out there covering the holiday period so far. Jason: [1:46] Yeah, yeah, yeah. Let's do it. And side note, Rob, we're going to keep making you come back till you get it right. Rob: [1:50] I appreciate it. I'm here. Jason: [1:52] I'll do what you need. Awesome. So, super quick reminder, Q3 data from the U.S. Department of Commerce, e-commerce for the quarter grew 7.75%, over, the previous year. year, total retail only grew 2% from the previous year. And so if you take e-commerce out of total retail, brick and mortar in Q3 2023 only grew 1.08%, so lower than traditional. So when you come into the beginning of Q4 and holiday in particular, in my mind, e-commerce has to grow at 7.7% just to stay at par. And brick-and-mortar has to grow more than that one percent. [2:37] So, and I like to start with the lesser data and work our way up to the gold standard, very best data we have, which is, of course, the Rob Garth. So our friends at adobe which have a different data set but similar methodology and slightly different definition so you can't perfectly compare apples to apples, they said black friday sales were nine point eight billion in the us which is up seven point five percent from the year before so that would basically be right at that par i was just talking about, they said cyber monday was up to twelve point four percent and that was hot off the press so i wasn't able to do the math on what growth rate that was. They said for the whole month of November year to date, that they see November up 4.6% from last year. So kind of below that par. These are all numbers Adobe is giving for e-commerce. [3:26] And of particular note, and I know we'll talk about this more, they've seen a significant uptick in use of Buy Now, Pay Later services, and they've seen deeper discounting than we saw last year. Now, Shopify is really out there with a big news cycle. And I don't want to say they won up Salesforce, but they bought the sphere in Las Vegas and broadcast their data on the outside of the sphere, which visually is, is super cool. But their data isn't so useful because they don't report same store sales. They had a, you know, some unknown basket of merchants that sold a bunch of stuff last year, and they had some unknown basket of merchants that sold more stuff this year, and we don't know if the same merchants were here this year and last year or if they added a bunch of merchants or, or if this is true growth. So, so while the Shopify numbers are interesting, if you're investing in Shopify, they don't tell us a lot about what's happening in the e-commerce world. I did see a super interesting quote from Harley Finkelstein, who's the president of Shopify, and it's possibly, possibly that he just misworded this, but he was excited after Black Friday and he said 17.5, thousand. So $17,500. [4:41] Vendors made their first sale this Black Friday weekend. So I took that to mean, not that they launched on Friday just in time for Black Friday, but that this was their first Black Friday where they sold anything. So that's 17.5 thousand new merchants. [4:58] And then he said, in total, 55 thousand merchants set their all-time daily record on Black Friday. Black Friday: First Sales for Vendors [5:05] And while those two numbers sound impressive, if you kind of think about it for a second, you go, wait, the vast majority of merchants on Shopify that are B2C are going to sell their record. Cyber Monday hasn't happened yet, so take that out of the equation, are going to set their all-time record on Black Friday. So not surprised, you would expect the vast majority of all merchants to set their Black Friday record. And 17.5 thousand of them are new. So what that says is there's only 37 thousand merchants that are a year old on Shopify that sold more this Friday than last year on Black Friday. And that's, I guess, less than I would expect based on the usual reports we get from Shopify. So that, I'll just record that as a moment and our stock analysts that cover Shopify listening on the call can weigh in on that one. [5:58] BigCommerce, a slightly weirder data set. They saw an outlier, they saw 14% growth, but again, random, they're not trying to report at the industry, they're just reporting their clients. And then a particularly interesting one to me is MasterCard. I have a love-hate relationship with MasterCard. Unlike all the rest of you, MasterCard gets a set of data for stores and retailers, so they try to forecast what happened in retail, which is super valuable. Historically, I've seen some weird deviations from MasterCard that make me cautious about their numbers. But this year, they reported Black Friday, they did not report Cyber Monday. Their Black Friday number was up 8.5% year over year for eCommerce. [6:39] Which is at the high side of the mean for all these other datasets. And they reported that on Friday, total retail sales were up 2.5%. But if you back eCommerce out of that number, brick and mortar was only up 1.1%. So basically, I would call all those numbers par with our Q3 numbers. So, that kind of sets the table. Scot, take us through what we learned from Salesforce. Scot: [7:11] Yeah. So, a million questions, Rob. Let's start with, it seems like one of the biggest interesting battle royales is, A, why was Rob's face not on the sphere? And then B, it seems like one of the data sets is saying Cyber Monday is much bigger than Black Friday. And then in your pre-show, you had said you guys are seeing Black Friday exceed Cyber Monday. So let's start there. Which was bigger? Rob: [7:37] Yeah. Well, first of all, I lost the coin flip and Astro or Cody, which are critters in Salesforce world, won. So they got their faces along with Einstein on the sphere a couple of weeks ago during F1. So I'm still going for it next year, but we'll see what happens. But I digress. Let's get into the numbers. So yeah, we are seeing, you called it a battle royal. I appreciate any reference to 1980s wrestling, by the way. So thank you very much, but let's not go down that path. That could be a whole other podcast. But what we are seeing is, as you mentioned, a battle between Cyber Monday and Black Friday for supremacy. [8:19] And they are going back and forth. What we found in our data in 2019, Black Friday eclipsed Cyber Monday and has remained there, especially outside of the United States. And so we're seeing big growth and, you know, partly what's contributing to that is not only Alibaba, which has been in place for some time, but Timu and Xi'an, which I know you gentlemen like to talk about. So regardless what I think, two things based on all the data that you provide, and I appreciate the broad perspective that you share here, is people are actually buying. They might not be buying as much as they were in the past and throughout the pandemic, but But there is demand. And you know, I think that's important because when we look at our numbers and just to put it out there for Cyber Monday, and we can bounce around here wherever you'd like to go, is we chalked our number at 12.6. [9:13] Billion in the United States, and that's a growth of 3%. And I'll call it a healthy growth of 3%. And the reason being is, for the first time in five quarters, we saw growth being generated by increased consumer demand and not just merely higher prices, which is our indicator for inflation. And just to put it in perspective, let me talk about Black Friday here, because you mentioned the battle that's happening here. We saw 16.4 billion in online sales for Black Friday in the US, and that was up 9%. And so, as I mentioned, what this shows us is people are buying. What it's also showing is that there's a high concentration of online sales for those two days. And sure, you two gentlemen are laughing because that's been that way since Cyber Monday was coined in 2005, but there has been a smoothing out of demand, particularly around Cyber Week or cyber five for the last several years, but there's been a stark shift back to those two prominent days. Jason: [10:27] So interesting on the top line numbers, one of the, you mentioned that you're, you're seeing items increase, not just prices, right? Which kind of opens the whole specter of, of it's, we're not just seeing growth for from inflation, right? Are there any categories that you're like going into the holiday? It was like, hey, the growth was in essentials and food and things like that. And discretionary items like apparel and electronics and toys were not doing well. Did you guys see, like, are people opening their wallets on discretionary items or are sales continuing to be these kind of essentials and affordable luxuries? Rob: [11:06] Yeah, it's a mixed bag. And I do want to underscore your point, Jason, around. Growth being generated by more volume and not just higher prices. So that's exactly what we saw. 3% growth when you're seeing 9% increase in inflation is a tough equation to, be profitable and to work out in the consumer's favor. But in this case, we are seeing more demand. And the demand, as I mentioned, is a mixed bag. On one hand, we are seeing really nice growth in areas like makeup and health and beauty, skin care. We're also seeing nice growth in active apparel and active footwear as well. I categorize that actually as comfort. In uncertain times when consumers certainly are looking to really take control of their household balance sheets, oftentimes you migrate to comfort. You know, you can talk about comfort food, but this is just comfort gifting and comfort what you put on your body, both clothes and literally on your skin. And so we are seeing nice growth there where actually, if you think about it over the last 12 months, those categories have been hit a bit in terms of the growth curve. [12:20] And what you're seeing on the other side actually is luxury is softening a little bit, which which I think is important to note because for the last, I mean, gosh, through the pandemic and after, luxury was one of the most, no, not one of the most, was the most resilient categories. And we're starting to see a bit of breaking down, especially around the aspirational luxury side. So we're going to keep an eye on that. I will mention one other thing, actually, as it relates to categories that are doing well in the holiday and that is food and beverage and gifting, you know, in terms of. What people look to for comfort and experiences, they are gifting chocolate, they're gifting wine, they're gifting various gift baskets. We saw really strong growth, even starting, you know, the Tuesday before Thanksgiving and working its way through the entire holiday. Jason: [13:22] Interesting. One category or two categories that come up a lot, like coming into holiday, electronics had been in a pretty big swamp, like for the whole pandemic. And I'm curious, I've seen conflicting data about whether electronics are back or whether they're still soft. Traditionally, electronics would be one of the fastest movers for holiday. Rob: [13:43] Of course, of course. Yeah, I mean, consumer electronics, toys, right? Those two are still pretty soft. I think you really though need to put it in perspective in terms of the astronomical growth we saw on those categories over the last four years. I haven't done the math. You're really good at this, Jason. So I'm gonna put you to task maybe on your next LinkedIn post, but I am willing to wager, and I'm not a betting person, so I'm not really willing Softness in Consumer Electronics and Toys Market [14:07] to wager, but I'd love to see the CAGR of those categories over the last four years. I'm guessing they're in really strong, like high team growth, which any retailer would be happy with that on a given holiday time period. So there is a bit of softening, but I think it's really important to understand it in context with the growth that they've seen over the last several years. Scot: [14:32] Cool. Um, so, you know, with these good showings and Cyber Monday and Black Friday, what's that mean for the rest of the season? Are you guys like doubling your forecast, tripling or, and what's that mean for the shape? We talk a lot about the shape of the holiday. Any, any, any changes to your thoughts on those? Rob: [14:49] Yeah. The shape or the anatomy. I've been asked this by a lot of retail executives because they're being asked by their board, like, are you sandbagging us? Black Friday and Cyber Monday Impact on Holiday Season Shape [14:59] We need to really relook at this forecast. We crawled through the data over the last couple of days just to look through our model and see if we could see the data in different ways through different lenses. The reality is what we're seeing is that Black Friday and Cyber Monday were taking market share from the bookends of the holiday, from earlier on and later on, right before the shipping cutoff date. And so for the last five years or so, we have been seeing a smoothing out of demand for the seven days that we define as Cyber Week, Tuesday before Thanksgiving through Cyber Monday. And Thanksgiving became a really strong and important day, especially on the mobile device, especially as consumers. [15:47] Either being distracted or inspired, whichever you want to think about it, on the couch after Thanksgiving meal, looking at social. [15:54] But we've seen a snapback of the higher concentration of Black Friday and Cyber Monday. So it's not like there's incremental sales, and that's what I think you were getting at, right? I don't think there's incremental sales that we can now account for. We're still staying to our forecast of 1% growth in the US for November and December. That's how we define holiday and in the US and we're looking at 4% growth globally, really led by Europe. And I want to just put a caveat on this. Not only again, are we seeing that growth come from increased demand, but retailers have gotten smarter. Retailers' Inventory Management and Positive Growth Forecast [16:33] I don't know if it's smarter, but they were very deliberate going into this holiday starting six months ago about managing inventory levels and margins. So there's been a lot of talk about how are we going to handle shipping? How are we going to handle our return policies? And also, how are we going to think about our open to buys? And so I think most retail executives, especially on the merchandising side, are feeling pretty good because they're working their way through the inventory, which by the way, as you know, has been a big glut over the last couple of years, especially in 2021, when so many products were stuck in the port of LA. I mean, that just created this bullwhip effect that we're still just getting our arms around now and getting over the hump. And so that's my long way of saying is we're not reforecasting. We still feel positive with that 1% and 4% growth in U.S. and global, respectively, because. [17:24] Retailers are taking a very close look at overall profitability and this concept of customer profitability as well. Scot: [17:32] Yeah. You'd said, so it seems like the curve was kind of flattening out and now it's like steepening again it's like kind of coming in at the edges and in kind of like shaping up in the middle part of the bell curve which is like the that, Retailers analyzing profitability and customer profitability. [17:48] cyber week. Is that that's right. Okay. Rob: [17:51] That's really good. Yeah. It's kind of snapped back. Right. Yeah. Definitely. Yeah. Scot: [17:56] It's going to make that sound. Rob: [17:58] Where's the sound effects in turn? Are they there? Are they on call? Can we get that bullying? Jason: [18:02] I'll be adding that in post. Scot: [18:06] You had said something that kind of piqued my interest. You said people are kind of, you know, I may be rephrasing this wrong, but you said kind of demand is back. Like I knew it almost felt like you were saying before there was, you know, people were shopping, but it didn't seem like, you know, a new increase in demand. And now it is because you're seeing robustness in pricing and stuff. Is that say a little bit more about that? I'll make sure I understand what you were saying. Increase in Demand and Robust Pricing Rob: [18:32] Yeah, you got it. So yes. And I, again, and don't think retail executives are doing backflips and thinking that we're getting back to roaring double-digit, growth coming out of the holiday. But what this is an indication, and by the way, we're seeing this as a leading indicator in Europe, let's exclude the UK, which is probably in the same rebound curve as the United States and Canada, but you take continental Europe and who are about two, maybe three quarters ahead of us in terms of the rebound, we're seeing inflation settle, the average selling prices settle down and people are buying more. So we're seeing average orders volume higher. We're seeing slight uptick in units per transaction, only slight. But the order piece is super interesting. We're seeing traffic. We're seeing continued really strong traffic. People are just really being diligent and patient and shopping a lot and looking for the best deals. And we'll have to talk about that in terms of what discounting patterns we saw as well. So that's my long way of saying Scot is people are buying more, they're doing it. By still making trade-offs. So there is a sense of let's load up on some essentials while we're getting good deals. [19:57] Let's look for travel, entertainment, like experiences. And you have to also think of the adjacent categories like luggage, as an example, if you're going on a trip, do you need something new to put your clothes in? And though they are, again, increasing, as I mentioned. So as I think about the sentiment, even with a 1% in the US growth, 4% global is what we're forecasting for the full holiday, retailers are feeling good about that. They want to exit this holiday on a really good foundation of profitability, a really good foundation on inventory levels. And most every retailer I'm talking to has a growth mindset. They're thinking about customer acquisition, finding new ways to do that because customer acquisition costs are still off the charts, but also loyalty, finding new ways to create stickiness, looking for adjacent categories, adjacent services, looking for partnerships to supplement what they're doing organically. And I mean, this would take us down a whole other path, but they're leaning into data. They're leaning into AI to better understand who those consumers are and what they're likely to buy and making sure they're able to create profitable customers. How was that soapbox? I just rattled off too much, too fast. Jason: [21:13] So hopefully you were able to digest it. But you kind of, you glossed over what they're really looking at is just selling ads to brands. Rob: [21:18] That's fair. Thank you. I could have just said that. You're right. That's a very good point. And yeah, we could, I love your take actually, seriously, given that on Amazon's move for the football game on Friday. Jason: [21:31] Yeah. So that's a great point. And maybe just to catch up listeners that might not have followed it. Something very different and unique for this year is that the NFL, you know, normally they have a Thursday game and they have Sunday games and a Monday night game. On Thanksgiving, they have Thursday day games during Thanksgiving. This year, they added a Friday game for the first time. And the sponsor of that Friday game was Amazon. It was broadcast on Amazon Prime, and Amazon actually had shoppable ads via QR codes in the broadcast, all sort of innovative, cool, new stuff. [22:11] The early read is that the viewership was pretty good for the Friday game. There's no history, so we have nothing to compare it to. I would argue fewer people are going and standing in line at brick and mortar stores for door busters. You know, the little bit of data we do have on brick and mortar shows that, like, there wasn't a huge, huge spike in in-store shopping. I feel like Friday has become more of an online shopping day, Amazon's Innovative Advertising and Potential Profitability for Holiday [22:36] which means people are home more, which means there's an opportunity to watch a football game. I kind of don't imagine that the interactive ad formats, like, you know, we're high volume and really move the needle, but they're innovative. And I do think that that Friday game is likely to be a new tradition as the holiday shopping season goes from an omni-channel thing to an online thing. At least that's my POV. Rob: [23:03] Yeah, I am super interested in your point of view given how close you are to this. So I guess I'm gonna put you on the spot. Wow, look at me, I'm totally turning the table here, but this has been on my mind. And actually, interestingly enough, over the weekend at a party, somebody who's not in like retail, you know, he shops. That's the extent of it. He pointed out what Amazon did and thought it was really clever. So what did I hear? Like, did they spend a hundred million dollars for that? Regardless, do you think they made the money back going to your point, Jason, on selling ad space in there and kind of even if it's a break even and or they're gaining more prime members, it was a good day for Amazon? Jason: [23:42] Yeah, I am pretty confident it was a good day for Amazon. Like, one thing to remember is Amazon has a better model for monetizing eyeballs than anyone else, right? So, like, if you're Coca-Cola and you sponsor a football game, you're trying to get eyeballs and the only way you have to monetize those eyeballs is to get them to drink more Coke. Rob: [24:03] Right. Jason: [24:04] If you're Amazon, here's what you do. You get a bunch of eyeballs. You try to sell them something that you make money on. And after you do that, you sell ads to other people for more than you paid. And they try to sell something to that person, right? And so, you know, the combination of the ad revenue that Amazon generates and the top of funnel, and bottom of funnel benefit that Amazon gets, again, they're building their brand. Your friend that was just talking to you, he wasn't talking about a particular product he was shopping for. The brand he remembers is Amazon, right? And so you got that Amazon top of the funnel benefit, which is valuable and important. Amazon probably sold some stuff to people. So you got that Amazon bottom of funnel benefit. And then we know Amazon sold a bunch of ads, which is, you know, a huge, huge driver of incremental profit. So yeah, I definitely think we can call Amazon a winner there. I think when it all settles, we're also going to see that it was just a pretty good sales day for Amazon as well. Rob: [25:09] Yeah, I bet you're right. Yeah. The last point and then we can move on and by the way, welcome to episode one of the Rob Garf podcast, is the fact that I mean, knowing Amazon, those ads that you're getting are personalized in terms of them understanding who you are and even if it's a different size or a different brand or a different you know, whatever, even what they know about what's in your shopping cart, what you bought in the past. So anyways, it sounds like, as I would have suspected, you're pretty bullish about it and I am too. Jason: [25:37] So yeah, I do want to cover something just kind of fundamental. So, so we rebounded a little bit and we got bigger sales on, on Friday and Monday. Potentially we might've just pulled some sales in that were going to happen later in the month per your, your comments about not wanting to re-forecast. Did we partly pull those in by giving deeper discounts than we usually give? Like what, what did you see from a discounting standpoint and what does that say about potential profitability for Holiday? Rob: [26:03] Yeah, yeah. Yeah. So we actually looked at this going into the Holiday and we went back to 2019 and I have the team look at discount rates starting in November 1st for 2019, 2021, and 2023, what we had anticipated for this year. And what we saw and actually came true is we saw discount rates over Cyber Week hover just north of where they were in 2019. Discount rates over Cyber Week in comparison to previous years [26:31] Don't forget, 2021, there were the lowest discount rates that we've seen because the product just wasn't there. So retailers, it was the first time they won the game of Discount Chicken. The short answer is yes. Retailers did discount the heaviest they have all year, right around 30% on average. And I think that's important. It's on average. I mean, we've all seen discounts of 40%, 50%, really creative discounting strategies. And so that definitely drove demand. I mean, going back to the consumer, while they're buying more, they're making trade-offs and they were really diligent. [27:09] They were really patient and they waited and they waited and they ultimately saw the attractive deals starting in earnest on Black Friday. They weren't even that great on the Monday, Tuesday, I'm sorry, the Tuesday, Wednesday, and Thanksgiving, Thursday until Black Friday, and then they started to buy. So they held out and they ultimately purchased those attractive deals. In terms of margin, I think we're doing okay. And the secret here is when we looked at the data, given all the inflation that happened, And actually, consumers are still, even with these deep discounts, paying more than they were in 2019. The optics are there. They're feeling like they're getting a good deal, but the reality is they're still spending more. So I think they'll be okay. And there wasn't this protracted discounting that did happen. And because they manage their inventory well, the retailers, and their discounting strategy as well, I don't think they're going to be forced with the hail Mary discounts that you often see right before the shipping cutoff date. So I think that retailers actually managed it pretty well. I give them credit too, by the way, what we saw in our data as well is retailers were a lot more transparent around their discounting strategy. [28:23] Many were offering price match guarantees. If they saw, you know, the consumer saw the price for less, and they were also much more transparent around their return policies as well. So people felt a little more comfortable buying earlier, even if the prices weren't exactly where they wanted it. So the long of it is, or the short of it, whichever way I look at it, is there were healthy discounts. Consumers took advantage of them. I'm still feeling more positive, especially than I have from last year, about margins. Scot: [28:57] Cool. You said something I want to dig into, and then I want to pivot to be in PL. You said luxury was a little soft. What do we make of that? Retailers' management of inventory and transparency in discounting strategy Rob: [29:06] Yeah, and like I said, it's had a run, like I haven't seen before in any one category. I mean, don't get me wrong. Consumer electronics really strong and some other categories in the pandemic home looked really strong as well. But it continued after the pandemic, both in store and online. What we saw compared again, just to put in perspective, three percent increase on Cyber Monday in the U.S., nine percent increase in Black Friday in the U.S. [29:34] There was a tick low beyond flat for luxury. What it also showed is they started to. [29:41] Discount more than they typically do. You think of luxury, they're going to hold their really price and be sensitive around preserving their brand and their margins. And we were seeing that tick up as well. I think the ultra luxury is still alive and kicking, no problem. It's more of that aspirational luxury. One area that I think is really important to point out is the resale market. More and more luxury brands are playing in the luxury market game. I'm sorry, the resale market game, because they realize people are doing it anyways, and they might as well offer that in many cases on their own website. So like Coach as an example, Canada Goose as an example, have the capability to exchange product, which then allows existing customers to likely buy something at a higher price point. And then if the product is in good enough shape, they're able to resell it and allow for aspirational shoppers to actually access that brand and buy it where they might not have been able to in the past. So yeah, I'm not overly concerned about luxury. I mean, the brands are so strong and there's so much loyalty there, but it just does show that in the aspirational space, people are trading down to a degree. [30:55] You know, they're trading down for value in the resale market. In many cases, they're trading down for vintage. It's amazing to see how many, you know, sneaker brands and specific models are hot that we all remember from our high school days. And you know, even the younger generations like to save the world a little bit as well. Scot: [31:14] Yeah. So I guess what I'm getting at is, do we think the consumer's rolling over and that's kind of the BNPL question too, because one way to read BNPL increasing is people are under financial stress. So they're stretching out payments. Another way is, you know, seeing all this data and it's always sponsored by one of the BNPL providers. So I'm never sure how to take it, but it shows that, you know, millennials and Gen Zers like, they don't like open credit. And it's weird because my kids have this perspective too. I thought it was like, I thought it was totally made up and then they're like, oh no, I, you know, I hate having like these credit cards with big limits. And I'm like, well, if you don't use it, it doesn't matter. It just makes them Consumer behavior and the rise of Buy Now, Pay Later (BNPL) [31:52] nervous for some reason. And do you think it's a generational thing or is it a little sign of softness on the consumer? And maybe the luxury is another indication that it feels like the consumer is rolling over a little bit or you don't see that. Rob: [32:06] Yeah, I mean, I think it is a bit generational to your point. I don't have those data's points to substantiate what you're describing. But a lot of what I learned is from my 17-year-old and 14-year-old because they're right in the smack dab of purchasing and trends and so forth. Don't worry, we have a lot more data at Salesforce to back this up, billions and billions of shoppers. But in any case, the anecdotes definitely help provide a full commentary. But we saw an outpay later over Cyber Week increase 7%. So that's healthy. It's a little slower than we've seen in past. What we're also seeing, and it started last year, is it's on lower and lower price point merchandise. So that also speaks to the adoption as well. It's not just on the big ticket items. I think if I zoom out for a moment as well, mobile wallets were really strong. Mobile wallets were really strong. We saw about a 50% increase year over year in that. Now, of course, it's a smaller base than traditional credit cards and debit cards. But still, it's showing the adoption because it's really breaking down the friction in the checkout process. But we keep a close eye on buy now, pay later, because you're right. It could be an indication, especially as consumers look to buy lower price merchandise, that it might be a softening in the market. But we're not quite there in proclaiming that. Scot: [33:25] You said a mobile wallet. That is catnip for retail geek, so I'll get out of his way. I bet he has a million questions. Jason: [33:32] Yeah, no, Scot knows I love a good mobile wallet and I'm sure everyone's already heard this, Mobile wallets and the impact on checkout process and shopping experiences [33:37] but I have a hypothesis that some of the popular shopping behaviors we see in Asia aren't as popular here because we don't have as good a penetration of mobile wallets and that if you have mobile wallets, it makes certain experiences like shopping on social media and things like that easier because it only requires one hand instead of three hands. So I'd be curious, do you guys think you're seeing more mobile wallet users, or do you think you're seeing more transaction from the existing users, or do you have the ability to? To see between those two? I suspect I just asked you a question you're going to now have to go do research on. Rob: [34:17] Nick Neumann We may have that based on some of the primary research we do. We don't have access to personally identifiable information, so we can't see by user. But my thesis there is it's both. There are more people adopting mobile wallets because they see the convenience and the friction that's removed. And then once that happens, they're buying more. I think you go back to the Amazon example, part of why that's probably a home run for them is because it's a lot easier for somebody to buy in that form factor than let's say Roku or other Verizon user interfaces that you don't have a wallet associated with it. I didn't go through the shopping process on the Friday NFL game, but I can only imagine it was much easier than having to do it through other types of media. So I think that, yeah, I agree by the way, with your hypothesis that, you know, embedded commerce or shopping at the edge has been a bit stunted because, the wallet piece is not there or as accessible as it is in other countries. Buy Now, Pay Later Growing and Replacing Layaway Jason: [35:30] Yeah. Two things I'll just throw out there on buy now, pay later. I mean, I do, I think it, it legitimately resonates with the new crop of consumers. And so I think it's growing for all the reasons that the Buy Now Pay Later people claim it's growing. But I would, there's two accelerators that are just kind of convenient in there. Holiday used to be a big time for this payment method that the youngsters on the call wouldn't have heard of called the layaway. And almost no retailer that I'm aware of has brought back layaway, like they all retired it in the last several years, largely because Buy Now Pay Later has replaced it. And so, you know, layaway is most popular around holiday. So, you know, to the extent that buy now pay later is the digital version of layaway. It kind of makes sense that you would see a spike over a holiday. Also, digital is growing much faster than brick and mortar. Buy Now, Pay Later is disproportionately online. So that, you know, is another reason you would expect Buy Now, Pay Later to spike. One thing that's a little alarming slash interesting to me is that Buy Now, Pay Later gets used for a wider range of purchases and merchandise than LayAway did. Like, LayAway tended to be big ticket items, your kid's aspirational toys, but Buy Now Pay Later gets used for food and consumables and things that economically you would argue probably don't want to be financing something that you need to rebuy every month. Rob: [36:52] Yes. Jason: [36:53] So I'll just throw that out there on Buy Now Pay Later. We are coming up on our allotted time. I do have two other pieces of news that just kind of interrupted the Turkey Five news cycle. And one of them I'm super sad about, and it's actual breaking news that happened while we were recording this show, Charlie Munger just passed away at 99. Rob: [37:13] Oh, wow. Scot: [37:14] That's terrible. Jason: [37:15] Warren Buffett's partner, and I just, I feel like, very admirable person. I've learned a lot. He and Warren Buffett, like, are super generous with sharing Charlie Munger's Passing and Xi'an's IPO Announcement [37:23] all this thought leadership, and I just want to say best wishes to all his family and loved ones. Seems like you had an amazing life. Rob: [37:31] Yeah, I echo your sentiment. Jason: [37:33] Yep. And then in the middle of Cyber 5, you guys teased this a couple of times talking about Xi'an. and Xi'an disclosed that they filed an IPO. So that came out yesterday. It's a confidential IPO, so we won't actually see the prospectus until probably 2024 sometime. Okay. And the theory is that it's going to be, because of their not super transparent ownership structure and their Chinese ownership, it's gonna have extra regulatory scrutiny. And so the reason you'd file a confidential IPO is so you could start talking to regulators and negotiating what you're gonna do and what you're gonna disclose. And so they're probably working through all that stuff to then do the public IPO later. But it's, I'm excited for when that gets disclosed because there's a lot of speculation about how big Shein is and how profitable or unprofitable their model has been. And we're gonna be able to do away with all that speculation and get some real certified data. Rob: [38:38] I can't wait to listen to that show when you dissect that. It will be super interesting to see where they're allocating the investment and the capital. Beyond, obviously, hiring people, but what parts of the business. Jason: [38:51] I totally agree and that's going to be a great place to leave it because we have used up our allotted time. Rob, so grateful and congratulations on being our first six-time guest. And as per usual, if you enjoyed this episode or it was useful to us in any way, the two ways you can reward us are to do a giant enterprise contract for all your marketing services with Salesforce.com or, you can leave a five-star review on iTunes for Scot and I. So, you know, those are the two paths, choose whichever one makes most financial sense to you, but appreciate it if you do one or the other. Rob: [39:29] Yeah. And if I could say too, I know we're running up against time, but I want to give a big, sincere thank you. Obviously we just came out of Thanksgiving, so I want to show my gratitude. You know, it's amazing. Anytime I'm on the show, the people that reach out to me, not only talking about the show, but how much they've learned from you. And so for you to trust me and providing my perspective and Salesforce perspective means a lot and just thanks for being such good friends. Scot: [39:56] Robert Leonard Jason said, no, but I overrode him just so you know the history. I thought, you know, Jason's like, I'm the retail geek. We don't need any Garfies in here. Rob, remind us where could people go? You guys will be updating your data. I assume, you know, this is the last time you'll be on for this year, but I'm sure you'll be publishing more data as we get deeper in the holiday. Where do people go to see that? Rob: [40:19] Jason Cosper Yeah, we have our Shopping Insights HQ on salesforce.com. We will be updating the information. We'll do a mid-season report right around the shipping cutoff window, and then we'll do an all-wrapped-up just around the beginning of NRF. So keep an eye out. Scot: [40:34] Awesome. Well, thanks, everyone, and until next time... Jason: [40:38] Happy commercing!

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