Podcasts about Retail

On today's podcast episode, we discuss our “very specific but highly unlikely” predictions for 2026: sports team sponsorships pushing the envelope, the ceiling for TikTok Shop, and a budding relationship between creators and retail media networks. Join Senior Director of Podcasts and host Marcus Johnson, Senior Analyst Ross Benes, Senior Forecasting Analyst Oscar Orozco, and Principal Analyst Max Willens. Listen everywhere, and watch on YouTube and Spotify.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities, contact us: advertising@emarketer.com   For more information, visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-what-if-sports-team-sponsorships-tiktok-shop-s-ceiling-creator-retail-media-network-marriage   © 2025 EMARKETER   Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to  engage. Join their journey with Viasat Ads. 

Gonzalo Ruiz, miembro del equipo de Relación con Inversores de Crescenta, habla sobre los Real Assets y la incorporación de Qualitas Energy en la cartera. Crescenta es una gestora de fondos de capital privado regulada por la CNMV, nacida a raíz del cambio normativo de 2022 que permite a patrimonios de entre 100.000 y 500.000 euros invertir hasta un 10% de su patrimonio en capital privado. Según explica Gonzalo Ruiz, apoyada en este nuevo marco regulatorio y en una sólida base tecnológica, Crescenta ha desarrollado una solución que facilita al inversor retail el acceso a oportunidades de inversión que tradicionalmente estaban reservadas a grandes patrimonios e inversores institucionales. Asimismo, Gonzalo Ruiz profundizó en el concepto de Real Assets, destacando el capital privado como una herramienta clave para canalizar inversión hacia proyectos de economía real, estructurados en tres grandes áreas: real estate, infraestructuras tradicionales y transición energética.

Drop us a message!Enterprise marketing isn't just driven by logic or data—it's powered by emotion. In this episode, Chris Dale, Brand Strategy & Marketing Performance Manager at Hammer Distribution, joins us to explore how design psychology, nostalgia, and emotional cues shape brand perception in even the most complex B2B environments.Chris breaks down why emotional resonance matters just as much in enterprise as it does in consumer marketing, how nostalgia can create instant trust and familiarity, and the subtle design decisions that influence brand recall, confidence, and long-term loyalty.Plus, we're also speaking to Lizzie, a Paid Media Manager here at Giraffe Social, to get her thoughts on User Generated Content on social media.Want to be featured on the pod? Drop us a voice note on Instagram at @GiraffeSM. About Giraffe Social's Social in 10 Podcast Giraffe Social is a multi-disciplined digital marketing agency specialising in social media marketing based on the South Coast of the United Kingdom. We work with a wide range of industries, spanning from Fintech and L&D, to Beauty and Retail. Social in 10 is a weekly podcast about all things digital marketing. We discuss all the things social media managers want to know, including the latest platform updates, emerging trends, campaign ideas, and best practices to help you stay ahead of the curve. Whether you're managing multiple clients or growing your brand in-house, each episode is packed with actionable insights… all delivered in under ten minutes. Hosted by the Giraffe Social team, this is your fast, fun, no-fluff guide to making sense of social. New episodes every week, so tune in and level up your marketing game!

In this episode, panellist Sasha White KC of Landmark Chambers presents developments and setbacks occurring within the retail sector and the current state of play of the high street along with a brief history of the show. This is a series of specials from the inaugural Have We Got Planning News For You Live Conference, which took place at The Honourable Society of the Inner Temple in London. We will have a new episode every weekday right up until the publication of the new revised NPPF (which may or may not release around the 18th of December...).Donate to the ⁠⁠⁠Child Poverty Action Group⁠⁠⁠.Conference resources can be found on our ⁠⁠⁠website here⁠⁠⁠.Have We Got Planning News for You is a light-hearted review of the month's latest developments by six barristers from across the Planning Bar: Paul Tucker KC, Thea Osmund-Smith, Sasha White KC, Charlie Banner KC, Victoria Hutton and Christopher Young KC.The views expressed by our guests are their own and do not necessarily represent the views of the panellists.#HWGPNFY #HWGPNFYlive25

This is the final episode of Rooted in Retail 2025, where Crystal Vilkaitis, the Wolf of Main Street, reflects on the year and shares exactly what retailers should bring into 2026—and what to leave behind. From elevating in-store experiences to mastering live selling, paid ads, and AI, this episode is packed with actionable insights to help your retail business thrive in the new year.Crystal breaks down practical strategies to make 2026 your most successful year yet![2:18] - Events are exploding as people crave connection.[5:28] - Consistency in customer experience starts with employee support & training[9:04] - Organic reach isn't enough; strategic ads grow visibility, foot traffic, and email lists.[17:21] - A fast-growing retail channel; plan ahead with product themes, pre-ads, and post-event marketing.[19:20] - Posting imperfect content builds trust, connection, and consistency.[24:46] - AI is here to stay—tools for automation, customer insights, and efficiency.Join the Rooted in Retail Facebook Group to continue the conversation Join our newsletter for all the latest marketing news for retailers Show off your super fandom by getting your Rooted in Retail Merch!

Flux fam, we are back with another WTF recap episode! Today, we’re looking at some of the biggest retail stories from 2025. Retail is one of the lifebloods of the Australian economy. It employs millions of Aussies, fills our shopping centres and gives us a real-time read on how confident people are feeling with their money. And 2025 gave us plenty to talk about. Enjoy this episode! --- Build the financial wellbeing of your team with Flux at Work: https://bit.ly/fluxatwork Download the free app (App Store): http://bit.ly/FluxAppStore Download the free app (Google Play): http://bit.ly/FluxappGooglePlay Daily newsletter: https://bit.ly/fluxnewsletter Flux on Instagram: http://bit.ly/fluxinsta Flux on TikTok: https://www.tiktok.com/@flux.finance --- The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.See omnystudio.com/listener for privacy information.

Lancaster County's Economic Divide and Holiday Retail: Colleague Jim McTague reports from Lancaster County, highlighting the economic divide between flush Baby Boomers and struggling younger generations, observing strong holiday retail activity exemplified by crowded venues like Shady Maple and a proliferation of Amazon delivery trucks, suggesting the economy remains afloat despite challenges. 1959

In this episode of GarageCast, Jesse Davis of Legend Boats shares how operating as both an OEM and a retailer shapes smarter pricing, tighter dealer relationships, and a better customer experience. We dig into retail-driven insights, standardized pricing, performance scoreboards, and how Legend is navigating tariffs and market uncertainty—a candid, back-to-basics conversation on what's working in marine retail right now.

As retail sheds its four walls, technology must follow. Jason James (CIO, Aptos) and Nikki Baird (VP of Strategy & Product, Aptos) join us to explore how brands like New Balance deploy 90+ registers at the NYC Marathon—then dismantle them just as quickly. The conversation reveals how point-of-sale systems built on next-generation databases enable everything from parking lot pop-ups to van-based fitting experiences, all while maintaining enterprise-grade security in environments where network connectivity is more hope than guarantee.Set Your Associates FreeKey takeaways:New Balance transforms NYC Marathon into 100-store chain for one weekendOffline capability: transactions continue when networks fail, sync when connectivity returnsIn-person acquisition yields stickier customers with higher lifetime valueRetail ranks third most-attacked sector; mobile commerce increases threat surfaceStore associates need intuitive systems for high-pressure, temporary deployments"If they're able to pull this off in the middle of a parking lot, I'm probably a hell of a lot more likely to go in the store next time." – Jason James on how ephemeral retail builds store trust"A customer acquired through an in-person, in real life experience is stickier, has longer lifetime value, is ultimately more loyal than a customer that's acquired online." – Nikki Baird on the power of physical engagement"God forbid a retailer gets hit back at headquarters with ransomware and it takes down their core network. We can still transact." – Jason James on offline resilience"It's not just you put products on racks or on shelves and you wait for people to walk in the door. Events are coming into stores too." – Nikki Baird on stores as experience hubsAssociated Links:Learn about AptosCheck out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

When the U.S. government cut funding for local news stations, the Knight Foundation moved quickly to help stabilize a rapidly eroding industry. President and CEO Maribel Pérez Wadsworth joins Rapid Response to unpack the evolving roles of philanthropy and government, and why philanthropic organizations must learn to move at the speed of the news cycle. Wadsworth also explores what traditional journalists can learn from digital creators, the risks of crossing political leaders, and how to stay impartial in an increasingly polarized environment.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What do Wine Enthusiast pop-ups, perfume clusters, and Soho sidewalks have in common? For Beth Azor—everything.In this episode, Beth Azor shares takeaways from her recent trip to New York City for ICSC and a surprise game-changing experience: a guided Retail Safari through Soho. From trend-spotting new brands to seeing firsthand how tenant mix and experiential design shape leasing success, Beth breaks down why staying curious and walking retail neighborhoods is one of the best strategies for shopping center owners.You'll hear how grouping complementary uses, leveraging underutilized space for events, and drawing inspiration from high-street concepts can directly translate into NOI growth back home. Whether you're leasing, buying, or just trying to spark new ideas—this retail recon mission will open your eyes to what's next.

Pies are the big word when it comes to Costco's (COST) latest earnings, where the company posted an earnings beat and strong Black Friday sales. Diane King Hall talks about what the report means for all parts of the retail trade. RH (RH) shares pushed a strong rally even after EPS missed Wall Street's estimates. Diane then turns to the financial space after JPMorgan upgraded Citigroup (C). ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

One giant integration announcement. A technology both revolutionary and catastrophically overhyped. An entire industry rushing toward a cliff like lemmings. Are we watching retailers accidentally create the monster that will devour them all? Chris Walton's 2025 superlatives definitely don't disappoint.Brought to you with the help and support of Mirakl - The catalyst of commerce. Over 450 retailers are opening new revenue streams with marketplaces, dropship, and retail media. Unlock more products, more partners, and more profits without the heavy lifting. Visit Mirakl.com to learn more.Hosted by Chris Walton, former Target executive and co-host of the Omnii Talk Retail Fast Five Podcast. New episodes of Walton's Weekly Wramblings drop every Friday.Subscribe now and be careful out there - the retail landscape is changing faster than ever.

In this episode of The Voice of Retail, host Michael LeBlanc sits down with Mat Povse, President of Best Buy Canada, live on the stage in Vancouver at Retail Council of Canada's Retail West stage for a wide-ranging and candid conversation on leadership, innovation, omnichannel retail, and the future of consumer technology in Canada.Povse begins by unpacking what is currently working at Best Buy Canada, pointing to strong financial momentum driven by a clear sense of purpose: understanding why the retailer exists and how it adds value in a crowded technology marketplace. He emphasizes that Best Buy is not simply a retailer, but a people-first organization built on adaptability, humility, and a culture that embraces constant change. That mindset has enabled the company to modernize approximately 85% of its Canadian store fleet, with plans to reach full modernization across all 320 locations—an achievement Povse notes is rare by global retail standards.The conversation explores the evolving role of physical stores in an attention-scarce world. Povse explains how Best Buy balances frictionless transactions for efficiency-driven shoppers with high-touch, consultative experiences for customers overwhelmed by complex technology decisions. This dual mandate—serving both mass market and specialty retail needs—defines Best Buy's in-store strategy and underpins its omnichannel ecosystem.LeBlanc and Povse also examine post-pandemic tailwinds, including technology refresh cycles following the COVID “buy-forward” period. Povse outlines how innovation from major vendors, operating system upgrades, gaming launches, and AI-enabled devices are fueling renewed demand. He positions Best Buy as a critical platform for brands bringing new technology to market, reinforcing its role as both retailer and technology authority.A significant portion of the discussion focuses on Best Buy Express, the partnership with Bell that rapidly expanded the retailer's physical footprint by opening 167 stores in just five months. Povse describes the initiative as “fiercely successful,” highlighting how Express locations are driving both in-store traffic and incremental online sales in previously underserved markets.The episode also dives into Best Buy's early leadership in retail media and marketplace strategy. Povse frames Best Buy as a platform connecting first- and third-party sellers with consumers across stores, digital channels, and media assets—while stressing the importance of protecting the customer experience. He underscores that retail media must enhance relevance, not create friction.Finally, Povse reflects on leadership philosophy, advocating for collaborative decision-making, discretionary effort, and values-driven culture. He closes with practical advice for retailers and vendors alike: build the right team, listen more than you speak, understand your business at both micro and macro levels, and lead with honesty and humility. The Voice of Retail podcast is presented by Hale, a performance marketing partner trusted by brands like ASICS, Saje, and Orangetheory to scale with focus and impact. 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 fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025, 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.

Bonjour et bienvenue dans la revue de presse hebdo et audio du secteur retail / e-commerce en France proposée par Les Digital Doers en partenariat avec le One to One Retail Ecommerce de Monaco.

There are signs that green shoots are starting to flourish economically. The latest card spending data from Stats NZ shows retail spending was up 1.6-percent last month, compared to November last year. Spending was up across the board - on the likes of groceries, household items and clothes. ASB Chief Economist Nick Tuffley told Ryan Bridge that the GDP for the second half of the year has had a strong rebound. He says they're expecting 0.8 percent for the upcoming quarter. LISTEN ABOVESee omnystudio.com/listener for privacy information.

It's almost Christmas and this week's Five Things cuts straight through the noise.Alex and Simon break down what really happened this Black Friday, why the numbers matter less than the format shift, and what live shopping and brand activations tell us about where retail is heading next.From muted UK retail sales and changing Black Friday behaviour, to why Ralph Lauren's activations are quietly best-in-class, this episode focuses on what retailers should actually be paying attention to right now — not the headlines.We also touch on:The rise of live, shoppable events and social commerceWhy “Black Friday Month” is now the realityWhat brands are doing instead of discountingHow tech companies are preparing for NRF 2026Why activation, not promotion, is the differentiator heading into the new yearThis is a grounded, honest conversation for retailers, brands, and tech leaders navigating a tough market without losing relevance.

Dollar General (DG) shares have surged 14% after beating earnings, and this contrasts with luxury weakness and signals a shift in consumer behavior.Today's Stocks & Topics: Davidson Multi-Cap Equity I (DFMIX), Market Wrap, Medtronic plc (MDT) , “The Discount Retail Signal: Is the Consumer "Trading Down"?”, UFP Industries, Inc. (UFPI), Southern Copper Corporation (SCCO), Freeport-McMoRan Inc. (FCX), Ero Copper Corp. (ERO), Federal Reserve Cuts Interest Rates, E.L.F. Beauty, Inc. (ELF), B2Gold Corp. (BTG), Warner Bros. Discovery, Inc. (WBD).Our Sponsors:* Check out Incogni: https://incogni.com/investtalk* Check out Invest529: https://www.invest529.com* Check out NordProtect: https://nordprotect.com/investalk* Check out Quince: https://quince.com/INVEST* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

Mani Fazeli, VP of Product at Shopify, joins the show to explore how agentic commerce is fundamentally transforming retail. From Sidekick's co-founder capabilities to Sim Gym's buyer simulations, Shopify is democratizing enterprise-level AI tools for merchants of all sizes. The conversation reveals why friction isn't always the enemy, how discovery is evolving beyond blue links, and why structured data is the new SEO.The Irreducible Human Meets Humanlike IntelligenceKey takeaways:Discovery has evolved from a one-shot search to multi-turn conversationsFriction has value: Some purchases deserve complexity, others need speedStructured data becomes critical for agentic commerce success[00:32:56] "Let's make special what's actually worth being special. And then let's be okay with the fact that the rest of it gets streamlined."[00:49:57] "Structured data becomes the new SEO. Every brand is going to have to worry about whether they have clean, well-structured, and well-understandable schemas."[00:04:20] "Utility above being flashy. Go right for the heart of what makes a difference in the merchant's life every single day."[00:33:39] "Until these systems become emotion aware, it's highly unlikely that they are completely eradicating the entire idea of manual human intervention in commerce."In-Show Mentions:Shopify Winter '26 EditionsAssociated Links:Check out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrea Hernández is the founder and author of Snaxshot, one of the most influential newsletters in food and beverage. On this episode of ITS, Ali and Andrea talk about where CPG is now, hypebeast grocery, colostrum snacks, suggestions for founders, and what to look out for in 2026.Heritage Radio Network is a listener supported nonprofit podcast network. Support In The Sauce by becoming a member!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, Chris and Anne teamed up with Chad Lusk from the Alvarez & Marsal Consumer and Retail Group to hand out our 2025 Omni Awards across the following categories: Retailer of the Year Headline of the Year Retail Technology of the Year Most Overhyped Retail Tech Best Strategic Move from a Struggling Retailer And so much more, including 2026 predictions There's all that, plus liquid death pit diapers, the Aldi Aisle of Shame Facebook group, and whether robots watching you do chores is the stuff of nightmares. #RetailAwards #WalmartChatGPT #AldiGrowth #RetailTech #AgenticAI #RetailPodcast #OmniTalk #DougMcMillan #2026Predictions #RetailInnovation #ElectronicShelfLabels #RetailCEO

Chris, Anne, and Chad Lusk from A&M Consumer and Retail Group close with bold 2026 predictions sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. Chad predicts OpenAI will launch its own payment platform for agent commerce, Chris forecasts Starbucks will abandon seating for mobile-focused ghost cafes, while Anne expects agent-influenced shopping to triple during 2026 holiday season. Which prediction will prove most accurate? For the full episode head here: https://youtu.be/ApiGWRByxIY #retail2026 #retailpredictions #openai #agentcommerce #starbucksstrategy #retailfuture #AIshopping

Welcome to Nerd Alert, a series of special episodes bridging the gap between marketing academia and practitioners. We're breaking down highly involved, complex research into plain language and takeaways any marketer can use.In this episode, Elena and Rob explore whether "only at Target" labels actually drive sales or if they backfire. They reveal how exclusive features can sometimes make products less appealing when customers see them as trivial or disconnected from real value.Topics covered:   [01:00] "Do Products Labeled Retailer Exclusive Affect Consumer Behavior"[02:00] How scarcity influences buying decisions[03:00] Testing exclusivity with vacuums and Blu-Rays[04:00] Why adding more exclusive features can hurt sales[05:00] In-store experiences versus exclusive labels[06:00] When exclusivity feels meaningful versus trivial  To learn more, visit marketingarchitects.com/podcast or subscribe to our newsletter at marketingarchitects.com/newsletter.  Resources: Upshaw, D., Amyx, D., Upshaw, A., & Hardy, M. (2023). Do products labeled retailer “exclusive” affect consumer behavior?Journal of Marketing Development and Competitiveness  Get more research-backed marketing strategies by subscribing to The Marketing Architects on Apple Podcasts, Spotify, or wherever you listen to podcasts.

The holiday season is in full stride at Broad River Retail. On this episode on Stories from the River, Heather Greenwood, Broad River's Director of People and Emelyne Henderson, Broad River's Senior Manager of Experience & Events give us a behind-the-scenes look at Operation Tis the Season, a cherished initiative at Broad River Retail. It's a Memory Makers Helping Memory Makers program, in which the community comes together to ensure all of the children have something special to open on Christmas Day. Emelyne heads the organization of the program and ensures that every element, from communication, organization, to shopping and putting the gifts into bags, goes flawlessly. This year, the event will serve 37 families and 97 children. In this episode, we learn the powerful history behind the event which developed after the 2020 pandemic to help Memory Makers who just needed a little extra support during the holidays. Over the last five years, it expanded to assist dozens of families, through an open application process and enthusiastic internal community giving. The gifts were chosen with the children's interests in mind, and Emelyne will reveal some of this year's themes. This event has become a highlight of the holiday season for the Memory Maker Experience team, and they hope it only grows and helps bring more joy on Christmas Day in the future. This episode on YouTube: https://youtu.be/3XjFff4NR6Q   Visit https://www.storiesfromtheriver.com for more episodes.   Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com         Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail     

Some people dream. Others help weave those dreams. This episode is about two women who refuse to separate the two. It begins with Karla Briones. Raised in an entrepreneurial family in Chihuahua, Mexico, her first business was a schoolyard candy empire at six years old. Then the drug cartels arrived. Threats followed. Friends disappeared. At eighteen, her family dismantled their entire life and drove nearly four thousand kilometres to Canada with no safety net, no jobs, no guarantees. What followed was survival. Credentials did not transfer. Her parents fell into depression. Karla became a provider before she had finished becoming a student. Three jobs. A new language. University. Failure. Grit. Then entrepreneurship again. Pet stores. Restaurants. Retail. Some worked. Some collapsed. All of them taught her the same lesson: everyone can use and benefit from a helping hand. That lesson eventually became Immigrant Entrepreneur Canada to help weave the dreams of others. One of the many who benefited is Lina Asmah, the Hot Pepper Lady.  From Ghana to Canada, Lina carried fire in both food and spirit. She works full-time. She farms. She grows over 160 varieties of peppers.  Her turning point came at a last-minute event she almost skipped. Karla spoke. Lina applied. She entered Immigrant Entrepreneur Canada and found something rare, a system that did not talk about immigrants as numbers, but as builders. She found mentors. She found clarity. She found momentum. She found her dream. Lina also named something most people feel but rarely say out loud: we listen to accents before we listen to ideas. Inside that community, she found her voice again. Immigration Entrepreneur Canada and Karla Briones are helping newcomers weave their dreams.   To find out more about Immigration Entrepreneur Canada:  https://www.immigrantentrepreneurcanada.ca    

Stephen Yalof, CEO of Tanger (SKT), previews the trends to watch in holiday shopping. Tanger is a outlet mall chain with 41 shopping centers in North America; Stephen says consumer sentiment is rising and they saw strong traffic in November. “We've got an aspirational customer” that wants value, he says, “Gap is having a great resurgence,” along with J. Crew and similar retailers. He shares some of the strategies shopping centers use to attract and retain customers, as well as coax higher spend.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

This episode is available in audio format on our Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.Over the past year Choice Hotels has made changes to their customer loyalty and rewards program, Choice Privileges, and following their most recent announcement we were fortunate to reconnect with Nandika Suri who is their Vice President of Loyalty, Cobrand Card and Partnerships for Choice Hotels International.The conversation flows from her impressive career in Travel and Retail loyalty at leading brands beyond Choice Hotels, which include Under Armour and United Airlines, to the reasons why she's implementing changes to the program. Nandika shares the impact already seen by the hotelier, most of which are franchise owned and operated, and the new value exchanges available to all customer types - those staying only a few times a year through to their new Titanium level members. Hosted by Aaron DauphineeShow Notes:1) Nandika Suri2) Choice Hotels International3) Choice Privileges4) Book recommendation: The Loyalty Effect

On paper, Anna Scaife's business Anna Lou of London looked unstoppable — multi–seven-figure turnover, dream stockists like Selfridges and Harvey Nichols, celebrity customers, even a Carnaby Street shop. But behind the scenes, the numbers were quietly telling a very different story.With thanks to this episode's sponsor Faire (https://faire.com/) Use the code 'GamePlan25' to claim 50% off and free shipping with your first order!Hi, I'm Catherine Erdly. This week on the Resilient Retail Game Plan, I'm digging into the real retail profit vs turnover conversation.What happens when the visibility shoots up, the orders explode, but the margins… don't?Anna shares how she scaled too fast, drowned in stock, tried to please every buyer, and chased the kind of “success” that looks incredible on Instagram — but nearly cost her the entire business.We talk about the ego hits, the financial shocks, the burnout, and the moment she finally rebuilt everything from a place of alignment, clarity and actual profit.If you've ever felt the pressure to keep growing, keep adding more, keep saying yes — even when it's draining your cashflow — this one's going to land. Hard.We cover:– Why high turnover means nothing without margin– How stockists can destroy cashflow without you noticing– When “busy” becomes a red flag– The emotional cost of maintaining the illusion of success– Rebuilding with a made-to-order model– Why alignment and nervous system regulation matter more than people admit– What sustainable retail growth really looks likeThis is the story behind the story.And it's one every product founder needs to hear.Timestamped summary00:00 "Anna's Untold Business Struggles"04:23 "Pivoting to Sustainable Simplicity"06:29 "Misalignment and Rediscovering Purpose"09:45 "Wholesaling: Shuffling Stock Globally"16:03 "Staying Aligned in Business"19:32 "Intentional Business Growth Insights"Enjoy the episode? DM me your lightbulb moments or next guest wish list @resilientretailclub on Instagram. Please rate, follow, and review this podcast in your app—it helps more indie founders decide to give us a try!Mentioned in this episode:Faire 50% offerUse the code GamePlan25 to get 50% off and free shipping with your first order at faire.comFaire 50% off - use code 'GamePlan25'

Welcome back to Warehouse and Operations as a Career, I'm Marty, and today I thought we'd have another Ask Me Anything episode. I always like these because the questions don't come from textbooks, supervisors, or managers, they come directly from real associates and warehouse workers with real concerns. Our industry welcomes so many first time job seekers, and those wanting to change career paths. Some of its rules and regulations just aren't found in other industries and I hope talking about them helps us slow down a bit, and put in the time. Alright, we received three really good questions for today, and honestly, if these three people asked them, I'm confident a hundred others are thinking the same thing, so let's jump in. First up, my boss wants me to work overtime several times a week, even on Saturdays getting ready for the holidays. I want work-life balance, but it feels like all we do is work. First, I want to say, yes, work-life balance is extremely important, and I encourage everyone in this industry to protect that balance. Our mental health, physical health, and family lives matter. But at the same time, we also need to understand the industry we chose to work in. Light industrial, warehousing, distribution, logistics, these sectors live and breathe on production and shipping. That's not just a management saying. It's literally the foundation of how the supply chain operates. Most companies don't schedule overtime because they like spending more money on labor. Technically, overtime costs them more. Time-and-a-half adds up quick. So why do they do it? Because freight keeps moving. Product keeps arriving. Orders keep coming in. Your customers keep shopping. Especially around peak seasons. Here's something I've shared with new associates many times. The supply chain doesn't care what day of the week it is. Transportation doesn't stop. Warehouses don't stop. Retail stores don't stop. People don't stop buying things. Now we absolutely deserve balance, but balance doesn't always mean every week looks the same. Sometimes balance looks like working a few heavier months out of the year, and lighter months later. Some of the best operators, selectors, receivers, I mean the real professionals, use peak season as an opportunity. I had one guy tell me how he plans for his peak season. More hours. more pay. more learning, and more exposure. And remember If you're wanting advancement, leadership looks for who's stepping up. Overtime shouldn't be looked at as punishment, it's opportunity. No, we shouldn't work seven days a week every week of the year. But during heavy shipping periods, stepping up is part of being in this field. And honestly, it's part of being valuable. Nobody likes mandatory overtime, but everybody likes having a job, and that job depends on productivity and meeting the needs of our customers. You're not working more hours because someone likes it, you're working more hours because our industry requires it from time to time. Use overtime as a career tool, not as a pain point. If you want promotions, forklift certification, lead roles, better assignments, full-time status or long-term job stability. Then be the person your boss can count on when the workload is highest. We all get worn out from time to time, keeping our eye on the long-term goal will help us stay focused, we'll get through it. Question #2, why are corrective actions taken so seriously? It feels like you get 1 verbal, 1 written, and then you're terminated. Why so strict? This is another great question. I hear this complaint a lot, especially from new associates. Here's the truth. Yes, many companies use a progressive corrective action system. Verbal, written, and a final or termination. Some use a point system, some use write-ups, but the purpose is the same, behavior correction, not punishment. You've heard me talk about coaching. I prefer that word instead of correcting or warning. Sometimes those coaching's are in regards to Safety. Warehouses are dangerous. Not maybe dangerous. They are dangerous. As we discussed last week, every rule you've ever been told exists because, someone got hurt or something went seriously wrong. Corrective Action can mean Prevention. Corrective action isn't about protecting the company, it's about protecting people. If you get coached on attendance, PPE, equipment rules, dock safety, stacking pallets etc, …it's not because management is strict. It's because it's the right thing to do. OSHA standards are there to protect us. The insurance company has rules. Liability is real and Injuries are expensive for our company and us as individuals. We all know warehouse environment can go from safe to serious in seconds. And Productivity matters too. We are in a productivity-driven industry. Pieces per hour, pallets per hour, inbound receiving time, dock turnaround. Every minute counts. Every delay costs money. So rules are there for productivity and safety.  And please keep in mind, no matter what else you hear, safety is your priority one in any task. Period Ok, Let's be honest. Many corrective actions start because our attendance is inconsistent, or we repeatedly ignore safety instructions. Most write-ups aren't about big dramatic incidents, they're about repeated small behaviors that impact safety or production. If you were running a business with forklift traffic, heavy freight, metrics and deadlines, you would expect consistency too. The good news? Stay safe, follow direction, communicate, and show up on time…and you'll never get close to corrective action. Corrective actions exist to protect careers, not end them. Alright, and I picked this next question because it comes up at least once a month out in the field. Why don't companies offer more training on forklifts and EPJs? I want to learn, but it seems like nobody wants to take the time to train me. This is one of my favorite questions because I've trained a lot of equipment operators and trainers, and I've been on both sides of that frustration. Here's the big picture. There are no quick training courses. Forklifts and rider pallet jacks cause the majority of damages and injuries in warehouses. When a new operator climbs on equipment too early, bad things can happen fast. Certification is not a reward, it's a responsibility. Experience matters. You're not just learning how to drive. You're learning, balance, center of gravity, safety, spotting, loading, rack structure, pallet weight, equipment limitations, battery versus propane rules and about a hundred other dangers. You're learning how to see things before they happen. And that takes time, and experiences. And yes, the sad truth is that companies want trained equipment operators. They need more operators, they want productivity. And they have to have safety. They need people who show up consistently, are safe on the floor, have good work habits, follow rules, can communicate well and take direction. If you want to be trained on equipment, be that person. You earn it by being dependable. Think about it from management's point of view. Who are they going to invest in and spend time training on a forklift? Someone who is absent twice a week, or someone who is early every day? Someone who argues, or someone who listens? Someone who complains or someone who volunteers? PIT or powered industrial trucks are not like video games. Forklifts don't forgive mistakes. Electric rider pallet jacks can be very unforgiving. One accident or incident can change a life. So yes, training takes time. Yes, it's slow. But slow means safe. My advice. And it's a time proven opinion. Be patient. Be present. And be consistent. Ask for learning opportunities, but also show that you're ready for them. If you want to be a forklift operator, start by being a great warehouse employee first. That is what opens doors. Everyone catch how all three of these questions have something in common? The warehouse environment is demanding, it's productivity driven, safety is paramount, expectations are real and experience matters. And I think most of us know that deep down, even when we don't like the answers. But here's the good news! If you, show up, listen, learn, work safely, and treat others professionally. Our industry will reward you. Every single time. You'll grow. The opportunities and pay will come. Because the supply chain doesn't stop, distribution doesn't stop, and operations never stop. So wrapping it up I guess the question is, are you going to be the employee that helps keep it moving? I hope these answers helped someone today. And please keep the questions coming, I love doing these Ask Me Anything episodes, and every time you ask a question, someone else learns as well. Until next time, stay safe, work smart, keep learning, and remember, you are building careers out there.

Retail has been replaced. Institutional capital now controls 90% of crypto.In this episode, we sat down with Michael Anderson and Vance Spencer of Framework to discuss why 3-4 crypto projects will actually survive, why Bitcoin dominance doesn't matter anymore, and what the Clarity Act means for DeFi's institutional unlock in 2026.We covered:- Why The Four-Year Cycle Just Broke- How 25 BPS Rate Cut Changes Everything- ETH Breaking All-Time Highs Before Bitcoin?- The Clarity Act: DeFi's Institutional Unlock- Only 3-4 Crypto Projects Will Actually Survive- Why Bitcoin Dominance Doesn't Matter Anymore- Yield Coins, Duration Risk & Sky's Role in 2026Timestamps:00:00 Intro02:19 25 BPS Rate Cut Analysis05:23 Breaking The Four-Year Cycle09:29 January's Potential Catch-Up Trade10:00 Institutional vs Retail Capital Shift12:42 Vance on The Revenue Meta14:40 Michael on Market Structure Bill18:32 Trezor Ad, Halliday Ad19:04 Winners & Losers of Clarity23:05 ETH vs BTC Thesis29:33 Benjamin Cowan's TA Scenario31:05 Hibachi Ad, InfiniFi Ad, Yeet Ad31:35 Bitcoin Dominance Discussion35:13 DeFi & Value Transfer Fundamentals38:39 Vance on Attention Tokens39:47 Yield Coins & Duration Strategy42:10 Clarity Act Timeline & ImpactWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

As more of us ask ChatGPT what to buy — instead of Googling it — the rules of being discovered online are changing fast.In today's episode, we dig into how large language models like ChatGPT, Claude and Perplexity are quietly becoming the new front door to retail. When an AI gives a single recommendation instead of a page of links, how does it choose who to trust, which brands to surface, and who gets left out completely?We're joined by Chris Donnelly, founder of Searchable – an agentic AI platform that shows businesses how they're being read, ranked and recommended by LLMs. Chris explains how these models currently pick winners, why smaller brands can still compete, and what “Generative Engine Optimisation” actually means in practice.We also look at what this shift means for Christmas shopping, how retailers should prepare their data and content for AI-driven discovery, and what the future of search might look like over the next few years.For all the latest news, head to standard.co.uk. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Food Professor Podcast opens with Michael and Sylvain analyzing the most pressing developments shaping Canada's food and retail landscape. Sylvain reflects on the extraordinary national and global reach of Canada's Food Price Report, which this year generated unprecedented media attention and continues to influence retailers, manufacturers, governments, and consumers planning for 2026. They dig into the structural issues behind Canada's complex food-tax regime, discuss why the GST holiday changed how Canadians think about food pricing, and explore the broader economic forces influencing consumer behaviour.The hosts then turn to one of the most surprising developments of the season: mounting instability in the chicken sector. With nine consecutive missed production cycles, increased reliance on imports, and confusion around border testing, the system designed to provide stability is under strain. Sylvain breaks down why this matters for households, grocers, foodservice operators, and the broader supply chain—especially as chicken remains Canada's most-purchased protein. The conversation then expands southward to U.S. agricultural subsidies, tariff battles, Costco's legal challenge over tariff refunds, and the potential fallout of proposed U.S. tariffs on Canadian fertilizer.The second half of the episode shifts to a live interview recorded at the Coffee Association of Canada conference, where Michael and Sylvain sit down with Carman Allison, Vice President, NIQ Canada, one of the country's most respected consumer data voices. Carman previews his conference keynote, “Navigating Disruption,” and explains why coffee inflation is reshaping buying behaviour even among loyal consumers who consider coffee essential. He outlines NIQ's segmentation showing that 29% of Canadian households are now financially vulnerable—and how this is affecting deal-seeking, product substitution, and consumption patterns.Drawing on NIQ's expanded Omni Shopper Panel, Carman describes how rapid multicultural population growth is shifting beverage preferences, why Generation X now holds the greatest spending power, and how value-seeking is reshaping entire store categories. He also reveals early evidence of the GLP-1 effect, where households using weight-loss or diabetes medications show measurable declines in food consumption.Carman closes by highlighting growth opportunities in instant coffee, protein-and-coffee hybrids, Maple-forward flavour innovation, and the continued rise of home-meal-replacement programs. His insights give retailers and suppliers a grounded, data-rich roadmap for growth in a highly price-sensitive marketplace. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

The holiday season is in full stride at Broad River Retail. On this episode on Stories from the River, Heather Greenwood, Broad River's Director of People and Emelyne Henderson, Broad River's Senior Manager of Experience & Events give us a behind-the-scenes look at Operation Tis the Season, a cherished initiative at Broad River Retail. It's a Memory Makers Helping Memory Makers program, in which the community comes together to ensure all of the children have something special to open on Christmas Day. Emelyne heads the organization of the program and ensures that every element, from communication, organization, to shopping and putting the gifts into bags, goes flawlessly. This year, the event will serve 37 families and 97 children. In this episode, we learn the powerful history behind the event which developed after the 2020 pandemic to help Memory Makers who just needed a little extra support during the holidays. Over the last five years, it expanded to assist dozens of families, through an open application process and enthusiastic internal community giving. The gifts were chosen with the children's interests in mind, and Emelyne will reveal some of this year's themes. This event has become a highlight of the holiday season for the Memory Maker Experience team, and they hope it only grows and helps bring more joy on Christmas Day in the future. This episode on YouTube: https://youtu.be/3XjFff4NR6Q   Visit https://www.storiesfromtheriver.com for more episodes.   Broad River Retail brought this show to you. Visit https://BroadRiverRetail.com         Follow us on LinkedIn: https://www.linkedin.com/company/broad-river-retail     

On today's podcast episode, we discuss the Thanksgiving shopping season—what surprised us most, what it revealed about the fragility of the US consumer, and how much AI moved the needle for shoppers, and retailers. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Zak Stambor, and Analyst Rachel Wolff.   To learn more about our research and get access to PRO+, go to EMARKETER.com   Follow us on Instagram at: https://www.instagram.com/emarketer/   For sponsorship opportunities contact us: advertising@emarketer.com   For more information visit: https://www.emarketer.com/advertise/   Have questions or just want to say hi? Drop us a line at podcast@emarketer.com    For a transcript of this episode click here: https://www.emarketer.com/content/podcast-what-2025-thanksgiving-period-told-us-about-this-year-s-holiday-shopping-season-reimagining-   © 2025 EMARKETER   Campaigns take flight with Viasat Ads. Unlock access to over 250 million passengers annually across leading global airlines, with high-engagement ad formats and real-time delivery. Viasat Ads provides access to a verified audience in a captive environment, so your message reaches passengers when they are ready to engage. Join their journey with Viasat Ads. 

In this episode of Thought Behind Things, we speak with Obaid Arshad, Founder & CEO of Gingko Retail, Pakistan's biggest ecommerce operating platform and the largest order aggregator in the country.We Explore:Less than 1% of Pakistan's commerce has moved onlineHow Gingko Retail became Pakistan's largest ecommerce enabler214+ merchants using the platformIPO plans for the futureWhy Pakistanis needs global exposureAnd why Pakistan might become unliveable in 25 years due to climate riskThis episode is a deep-dive into Pakistan's ecommerce backbone, the systems behind scaling retail digitally, and what the future of this industry looks like.Socials:TBT's Instagram: ⁠⁠⁠⁠https://www.instagram.com/thoughtbehindthings/⁠⁠⁠⁠TBT's TikTok:⁠⁠⁠⁠ https://www.tiktok.com/@tbtbymuzamil⁠⁠⁠⁠TBT's Facebook: ⁠⁠⁠⁠https://www.facebook.com/thoughtbehindthings⁠⁠⁠⁠TBT Clips: ⁠⁠⁠⁠https://www.youtube.com/@tbtpodcastclips⁠⁠⁠⁠Muzamil's Instagram: ⁠⁠⁠⁠https://www.instagram.com/muzamilhasan/⁠⁠⁠⁠Muzamil's LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/in/muzamilhasan/⁠⁠⁠⁠Obaid's LinkedIn: https://www.linkedin.com/in/obaid-arshad/Endeavor's LinkedIn: ⁠⁠⁠⁠https://www.linkedin.com/company/endeavor-pakistan⁠⁠⁠⁠Credits:Executive Producer: Syed Muzamil Hasan ZaidiAssociate Producer: Saad ShehryarPublisher: Talha ShaikhEditor: Jawad Sajid

Gen Z is rapidly becoming one of the most influential consumer groups in the marketplace. In this episode of Retail Gets Real, we hear from two guests who sit at the heart of this evolving landscape: Carly Berns, assistant vice president at Burns Communications Group and co-founder of The Z Suite, and Olivia Meyer, a Gen Z retail strategist and Z Suite member. Together, they explore what defines today's youngest adult shoppers, how they influence retail trends and what retailers must do to stay relevant in a world where discovery, personalization and transparency reign supreme.(00:00:00) Introducing Gen Z's growing influence on retail(00:04:00) How The Z Suite connects retailers with Gen Z(00:06:52) How Gen Z uses AI in the shopping journey(00:11:46) Why modern leaders can't ignore social media(00:14:54) The future of retail: a 5–10 year outlookThe National Retail Federation is the world's largest retail trade association.Every day, we passionately stand up for the people, policies and ideas that help retail succeed.Resources:• Website: bernscommunications.com• Website: thez-suite.com• LinkedIn: linkedin.com/in/carly-berns-057b89bb• LinkedIn: linkedin.com/in/oliviagmeyer• Get ready for Retail's Big Show in NYC• Become an NRF member and join the world's largest retail trade association• Learn about our retail education platform, NRF Foundation, at nrffoundation.org• Learn about retail advocacy at nrf.com/advocacy• Find more episodes at retailgetsreal.comRelated:• 388: How Gen Z is transforming retail trends on Pinterest• 385: Lessons from a young retail leader

In this episode of Builders Bench, Peter interviews Navjit, the CEO of Iagon, discussing the innovative decentralized storage and compute solutions offered by Iagon. The conversation covers the unique Cyclone device that simplifies user participation, significant partnerships like the one with Worth Group, and the future plans for retail adoption and the role of the IAG token in the ecosystem.TakeawaysIagon connects idle resources for cost-effective storage and compute.Decentralization enhances data security and control.The Cyclone device simplifies participation for non-tech users.Partnerships with Fortune 500 companies expand Iagon's reach.Iagon's solutions provide redundancy against downtime.The Worth Group partnership taps into 3D printing for car parts.Retail adoption is a focus for Iagon's future growth.The IAG token is essential for running nodes and accessing services.Iagon aims to create a user-friendly experience for data storage.Future plans include a Dropbox-like solution for retail users.Chapters00:00 Introduction to Iagon and Its Ecosystem02:57 Understanding Iagon's Infrastructure Solutions05:59 The Cyclone Device: Simplifying Participation08:58 Partnerships and Innovations with Worth Group15:00 Retail Adoption and Future Plans for Iagon20:05 The Role of IAG Token in the EcosystemDISCLAIMER: This content is for informational and educational purposes only and is not financial, investment, or legal advice. I am not affiliated with, nor compensated by, the project discussed—no tokens, payments, or incentives received. I do not hold a stake in the project, including private or future allocations. All views are my own, based on public information. Always do your own research and consult a licensed advisor before investing. Crypto investments carry high risk, and past performance is no guarantee of future results. I am not responsible for any decisions you make based on this content.

https://youtube.com/live/hWrJwcN55hQ

In this episode of the Matthews Mentality Podcast, Kyle Matthews sits down with Peter Borzak, the Chairman, CEO, and co-founder of Pine Tree, a leading national retail real estate company. Peter shares insights from his nearly 30-year career in developing, acquiring, and operating retail assets, and the journey that shaped Pine Tree into a $3 billion portfolio company. The discussion includes Peter's career beginnings, his experience navigating the 2008 financial crisis, and tips on leadership, trust, and resilience in the real estate industry. Peter also delves into Pine Tree's strategic focus on necessity-based open-air shopping centers and their coast-to-coast presence in the United States.00:00 Introduction to Peter Borzak and Pine Tree01:49 Peter's Early Career and Real Estate Beginnings04:26 Founding Pine Tree and Overcoming Challenges07:15 Navigating the Real Estate Market and Scaling Pine Tree11:23 The Impact of the Global Financial Crisis17:20 Rebuilding and Future Outlook38:21 Realizing the Importance of Effort Over Results39:52 Balancing Business and Family Life43:26 Coping with Stress and Maintaining Health45:21 The Responsibilities and Challenges of Being a CEO50:04 Motivations and Influences57:15 The Importance of Listening and Learning01:02:13 Pine Tree's Success and Future Plans01:07:46 Conclusion and Final Thoughts

For Steve Dennis and Michael LeBlanc's final episode recorded live at the CommerceNext Growth show, they welcome two visionary leaders from Tapestry, the global house of brands that includes Coach and Kate Spade: Pooja Chandiramani, VP Global Media Strategy & Planning, Marketing Analytics, Operations and Transformation, and Avinash Kaushik, Brand Strategy & Marketing Transformation.Pooja and Avinash unpack Tapestry's ongoing transformation, which embeds analytics as a core pillar of brand growth. For Coach in particular, analytics isn't just incremental—it's a complete transformation journey. By using data to generate insights that directly drive business impact, Tapestry ensures marketing investments are accountable, measurable, and tied to outcomes.Avinash, a globally recognized thought leader and author, explains how Tapestry embraces intent-centric marketing to connect authentically with consumers. Moving beyond the outdated “accessible luxury” positioning, the company has shifted toward "expressive luxury"—a modern framework that reflects values-driven, authentic consumer engagement, particularly resonant with younger audiences.The conversation dives into the cultural foundations necessary for analytics to thrive. Avinash emphasizes that “culture is more important than data,” crediting Tapestry's CEO Joanne Crevoiserat and senior leadership for creating an environment where data can challenge assumptions and guide decisions. This culture enables bold experiments, including measuring the incrementality of brand marketing—one of the toughest questions in retail.Pooja highlights how creative pre-testing has become a critical unlock. By partnering with Human Made Machine, Tapestry tests campaigns with real audiences before investing media spend. This approach ensures that creative—responsible for up to 70% of marketing impact—delivers measurable results in driving brand awareness and incremental sales. It's a cultural shift, moving from subjective opinions about creative to decisions grounded in data.The episode also explores the role of AI and machine learning in accelerating agility, simplifying decision-making frameworks, and enabling global scalability. Both leaders stress that outcomes-based planning—rather than activity-based planning—keeps Tapestry aligned with its ambitious growth goals.  About UsJennifer MarloHead of Content, CommerceNextJennifer Marlo drives industry-leading programming at CommerceNext, drawing on experience from Ascendant Network and iMedia Connection, where she spearheaded content strategies to inspire retail, brand and agency marketing leaders. Guided by the belief that “a rising tide lifts all boats,” Jennifer uses in-person and digital platforms to educate and foster industry collaboration. 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, top retail influencer, keynote speaker and media entrepreneur. 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.

Purposeful Connection: Why Engagement Is Harder (and More Important) Than Ever Podcast Description In this off-the-cuff episode, Duane Brumitt and Allie Alberigo dive into the real challenges of engaging students, parents, and staff as 2025 winds down. They get honest about the struggle to drive buy-in for events, the shifting nature of community, and why purposeful connection is more critical than ever for martial arts schools. Expect candid stories, practical strategies, and a reminder that you're not alone in facing these hurdles. Key Takeaways Engagement Isn't What It Used to Be: Getting students and families to show up for events—even free ones—takes more effort than ever. The days of automatic buy-in are gone. Society Has Changed: Families are busier, more isolated, and often prefer staying in. Retail, dining, and even martial arts events are feeling the shift. Purposeful Connection Is Everything: It's not enough to just announce events or programs. Owners need to actively create meaningful, personal connections with students, parents, and staff. Staff Buy-In Matters: Your team needs to communicate with energy and consistency. One-off announcements aren't enough—everyone has to be on the same page, pushing the same message. Parents Need Tools: Most parents want to help, but don't know how. Give them simple, actionable ways to support their kids' progress and stay engaged. Commitment Is a Two-Way Street: From black belt contracts to event participation, getting families to commit and follow through requires both structure and empathy. Communication + Community: These are the two pillars of a thriving school. Consistent, mission-driven communication and a sense of belonging keep people invested. Action Steps for School Owners Audit Your Connection Points: List every way you connect with students, parents, and staff. Which work? Which need improvement? Make Engagement Personal: Move beyond generic announcements—use praise, specific invitations, and one-on-one check-ins. Train Your Team: Make sure every staff member knows how to communicate the mission and create excitement, not just pass along info. Support Parents: Offer simple guides or meetings to help parents reinforce goals at home (not just emails they'll forget). Set Clear Commitments: Be upfront about expectations and commitments, and reinforce them regularly (with grace and flexibility). Celebrate Wins and Connections: Recognize participation, effort, and progress—publicly and privately—to build momentum. Additional Resources Mentioned Duane's book: Raising a Black Belt (chapter: Quitting Hurts More Than You Think) Kendrick Cleveland & Greg Horton (on communication and wordsmithing) School Owner Talk Facebook group

Retail buying doesn't have to be overwhelming—or lonely. This week, Ashley sits down with Angela Schmook (Roadrunners, Reps Are Local Too) and Kelly Bristol (Just Gotta Have It, GHTA leader) to reveal why your local sales reps might be the most powerful, underused resource in your business. Fresh from the GHTA Conference in Park City, they break down how reps support retailers far beyond taking orders: helping with events, securing promos and exclusives, spotting local trends, and giving you insider knowledge you'll never get from ordering online. They also unpack the shift toward lifestyle retail—where home, gift, and apparel collide—and how to approach markets with confidence, even if you've never stepped inside a showroom before. You'll learn: What reps really do and why working with one is free How reps help you buy smarter, plan better, and spot trends early How showrooms actually work (and why you shouldn't feel intimidated) Why home, gift, and apparel are merging into lifestyle retail How to prepare for January markets and build stronger vendor relationships   

JPMorgan shares closed near their lows of the day after its consumer banking head said expenses would be 10% higher next year. The implications for the banking sector and the broader market. Plus Walmart shares are trading near a $1 trillion valuation. But one top technician says he's still long the name. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Can ChatGPT dethrone Gemini? Is Tim Cook capable of leading Apple into the next wave of AI? As 2025 winds down, journalist and podcast host Kara Swisher joins Rapid Response to cut through the noise and decode what's really happening across OpenAI, Meta, Google, and more. Swisher also sizes up the state of Disney, Netflix, and the escalating bidding war for Warner Bros. Discovery. And in classic Swisher fashion, she doesn't hold back — weighing in on Elon Musk's eye-popping potential pay package, Mark Zuckerberg's costly misfires at Meta, and what the future of AI means for human health and cognition.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jason Bronstad is the CEO of Malk Organics, a clean-label, plant-based milk and creamer brand. Jason began his career in the food and beverage industry at Sara Lee, serving across several managerial and directorial positions between 2004 and 2010. He then went on to become VP of Sales at Mike's Hard Lemonade and then the President of Mighty Swell Cocktail Company before joining purpose-led start up, Malk Organics, in 2020. He joins Roy to discuss the ins and outs of shaping culture, values-driven hiring, evaluating talent, learning to keep things simple, and much more. Highlights from our conversation include:Core beliefs and values that comprise Jason's leadership playbook (3:55)Connection to mission (6:12)Hiring lessons learned during periods of brand growth and development (8:20)Key characteristics of high-performing leaders (11:40)Important traits Jason seeks in his direct reports (14:15)Evaluating cultural fit in prospective talent (15:50)The parts of Malk's culture that make Jason most proud (18:08)Jason's definition of success and how it's evolved over the course of his career (20:22)His advice for the next generation of CPG leaders (21:10)

Jeff Rosenberg brings a multi-generation perspective to open-air, retail shopping centers, a sector most investors once wrote off.   His family built and operated supermarkets and the centers around them starting in the 1940s. Big V Property Group grew out of that platform and today controls a $2.5 billion, 9 million square foot national portfolio of open-air shopping centers anchored by the likes of Target, TJX brands, Ross, HomeGoods, Sierra Trading, and others.   That background matters: Big V understands how retailers actually make money, how store-level performance drives traffic, and why certain locations survive every cycle.   A few insights stood out in our conversation: • Physical retail never died (online shopping, Covid etc) it evolved. Retailers now use stores as omnichannel infrastructure: showroom, warehouse, and last-mile all at once. • Power-center retail is effectively an ecosystem. A Target anchor drives demographic analysis, infrastructure improvements, credit co-tenancy, and consistent foot traffic for the rest of the center. • Supply discipline is doing the heavy lifting. Two decades of minimal development plus 96–97% occupancy make today's retail fundamentally different from overbuilt asset classes. • Lenders are leaning back in. Big V recently rolled eight core assets, about $1.1 billion, into a single fund and closed a $765 million on-balance-sheet bank loan, the largest retail financing in the country in 2025. • Underwriting today requires humility. Big V assumes no cap-rate compression. All value has to come from NOI growth and execution, not financial engineering.   Here are five questions we covered: Why did retail survive when everyone predicted structural decline? How does a Target anchor change a center's economics? What does today's capital stack look like for high-quality retail? How do you underwrite exits when cap-rate compression is off the table? Where are the real risks in a sector that looks "safe" on the surface? If you want a grounded view of where the next leg of the retail cycle is heading and how an operator with a decades-long track record has never lost investor capital, this conversation is worth your time.   *** In this series, I cut through the noise to examine how shifting macroeconomic forces and rising geopolitical risk are reshaping real estate investing.   With insights from economists, academics, and seasoned professionals, this show helps investors respond to market uncertainty with clarity, discipline, and a focus on downside protection.    Subscribe to my free newsletter for timely updates, insights, and tools to help you navigate today's volatile real estate landscape. You'll get: Straight talk on what happens when confidence meets correction - no hype, no spin, no fluff. Real implications of macro trends for investors and sponsors with actionable guidance. Insights from real estate professionals who've been through it all before. Visit GowerCrowd.com/subscribe Email: adam@gowercrowd.com Call: 213-761-1000

How can global corporations and local entrepreneurs collaborate to fight plastic pollution at scale?In this week's episode, host Anna Stablum welcomes Jessie Coates, EY Corporate Responsibility Markets Leader, and Bintang Ekananda, Founder and CEO of Alner. Together, they unpack the unique public-private partnership known as TRANSFORM, a collaboration between Unilever, the United Kingdom's Foreign, Commonwealth & Development Office (FCDO), and EY. This decade-long initiative connects multinationals with mission-driven startups in Asia and Africa to scale innovative, market-based solutions.Jessie and Bintang share how Alner's refill-and-reuse business model is helping reduce plastic waste in Indonesia and how this collaboration supports both impact and profitability.During this episode, you will learn:How refill systems are transforming local retail in IndonesiaWhy big brands benefit from investing in impact-driven startupsHow public-private partnerships accelerate sustainability solutionsWhat's needed to scale circular packaging models & reduce single-use plastic wasteDon't miss an episode—subscribe to ESG Decoded on your favorite podcast platform and follow us on social for the latest updates!Episode Resources: Alner – Circular Retail & Refill Solutions in Indonesia: https://www.alner.id/ TRANSFORM Program – Unilever, UK FCDO and EY Impact Accelerator: https://transform.global/ EY Ripples – Shaping the future with confidence: https://www.ey.com/en_gl/corporate-responsibility/ey-ripples UN Treaty on Plastic Pollution (Global Plastics Treaty Overview): https://www.unep.org/intergovernmental-negotiating-committee-plastic-pollution -About ESG Decoded ESG Decoded is a podcast powered by ClimeCo to share updates related to business innovation and sustainability in a clear and actionable manner. Join Emma Cox, Erika Schiller, and Anna Stablum for thoughtful, nuanced conversations with industry leaders and subject matter experts that explore the complexities about the risks and opportunities connected to (E)nvironmental, (S)ocial and (G)overnance. We like to say that “ESG is everything that's not on your balance sheet.” This leaves room for misunderstanding and oversimplification – two things that we'll bust on this podcast.ESG Decoded | Resource Links Site: https://www.climeco.com/podcast-series/Apple Podcasts: https://go.climeco.com/ApplePodcastsSpotify: https://go.climeco.com/SpotifyYouTube Music: https://go.climeco.com/YouTube-MusicLinkedIn: https://www.linkedin.com/company/esg-decoded/IG: https://www.instagram.com/esgdecoded/*This episode was produced by Singing Land Studio  About ClimeCoClimeCo is an award-winning leader in decarbonization, empowering global organizations with customized sustainability pathways. Our respected scientists and industry experts collaborate with companies, governments, and capital markets to develop tailored ESG and decarbonization solutions. Recognized for creating high-quality, impactful projects, ClimeCo is committed to helping clients achieve their goals, maximize environmental assets, and enhance their brand.ClimeCo | Resource LinksSite: https://climeco.com/ LinkedIn: https://www.linkedin.com/company/climeco/IG: https://www.instagram.com/climeco/

Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the most significant themes for retail investors. Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson. Morgan Stanley's CIO and Chief U.S. Equity Strategist. Daniel Skelly: And I'm Dan Skelly, Senior Investment Strategist for Morgan Stanley Wealth Management. Mike Wilson: Today we're going to have a conversation about our views on the U.S. stock market in 2026, and what matters most to retail investors in particular. It's Monday, December 8th at 9am in New York. So, let's get after it. Dan, it's great to see you. We always talk about the markets together. I think this is a great opportunity for us to share those thoughts with listeners. Our view coming into this year is still pretty bullish for 2026. We've been bullish on [20]25 as you have, probably for, you know, similar – maybe some slightly different reasons. I think one of our differentiating views is that we do think inflation is still a major risk for individual investors. And institutional investors, quite frankly, which is why stocks have done so much better. A concept, I think you're well aware of. And I think, you know, the risk for retail is that there's going to be; it's going to be volatile. So, point-to-point, we're still bullish as you are. How are you thinking about managing that point-to-point path? And how are you structuring your portfolio as we go into 2026 with a bullish outlook – but understanding that it's not always going to be smooth. Daniel Skelly: So, like you said, we've also shared this view that next year's going to be positive, albeit there's going to be more volatility. And when I think about the two main risks that retail investors are facing today, one of them is definitely inflation. We're seeing that in services. We're seeing that in housing. We've had the labor market shrink over the recent couple of quarters, so who knows if wage inflation pops up again. But there are ways to definitely hedge against that in an equity portfolio. We think, for instance, owning parts of the AI infrastructure cohort is one of the ways of hedging, whether that be in utilities, pipelines, energy infrastructure in general. These are areas that we think are a necessary hedge against inflation risk. And number two are a positive diversifier. And second key point, Mike, just thinking about that diversification comment. Look, we all know that in many ways the Mag 7 – and the technology strength that we've seen this past year – has driven a fairly concentrated market. I think what people, particularly on the individual side, are recognizing less is just how much AI cuts across many other sectors in parts of the market. And again, we think that risk of over concentration is still out there. And we like the idea of thinking of embedding natural diversification into the equity portfolio. Mike Wilson: Yeah. I mean, it's interesting. Inflation, you know, is part of that story too because AI is somewhat disinflationary or deflationary. I think, you know, investing in things that can drive higher productivity even away from AI can mitigate some of that risk in the economic outlook. But if I think about, you know, the Mag 7 dominance, and just this concentrated market risk, which you spoke about. If inflation re-accelerates next year, which, you know, is one of our core views as the economy improves – doesn't that broaden out the opportunity set? And you know, like there's been this idea that, ‘Oh, you have to own these seven stocks and nothing else.' I mean, part of our view for next year is that we think the market's going to broaden out. How are you set up for that broadening out? And how are you thinking about picking stocks and new themes that can work – that maybe people aren't paying attention to right now? Daniel Skelly: Yeah, it's a great point, Mike. And so, on the first topic, we do think there's broadening, and that's a combination of factors. Number one is just the market becoming more convicted about the Fed cutting path, which we've talked about, and the firm's view reaffirms for next year. Number two is starting to see some of the benefits of deregulation, right, which should impact maybe some of the more cyclical sectors out there – Financials, Energy being two of them. Maybe seeing more M&A activity too as a byproduct of deregulation. And that should bode better for mid- and maybe small caps as well as they receive a M&A premia in the valuations. And I know you've talked about small caps recently in your commentary. But last point I'll make Mike, and it comes back to AI. It almost feels like AI is this huge inflationary ramp at first to get to that deflationary nirvana down the road – with productivity. I think one of the key factors we think about, in terms of a bottom-up perspective, which is what we focus on in across the portfolio, is definitely pricing power. Who owns the pricing power and the key data and the key AI adoption outlook in order to absorb all the different tools and technology diffusion we've seen in the last three years. And that's going to play out, Mike, as you well know, across a variety of sectors and themes. So, agreed, we should see broadening for all those varying reasons. Mike Wilson: So, I mean, there are a couple areas I think, where we overlap. Financials…Daniel Skelly: Yep. Mike Wilson: Industrials, Healthcare, some of the themes that I think we both; we share our bullish views. And what do you think those areas are, within those sectors? You think that you have a differentiated view maybe than the consensus being Financials, Industrials, Healthcare? That the market may be missing, which offers more upset? Daniel Skelly: Sure. I'll start with Financials, which has been an overweight call for us for some time, as I know it has for you as well. And I think that kind of cyclical re-acceleration in the economy is one part. I think the Fed cutting is another part. I think deregulation is clearly another driver. Fourth Capital Markets recovery, which we have seen now. We had a little bit of a technical lull with the government shutdown in terms of filings and issuance, but we see all of the pipeline indicators, indicating green lights for next year in terms of recovery. I think the one thing I would argue that I've observed in looking at all of our vast data sets is that despite all these different bullish factors, this still maybe has been a theme or a sector that investors have traded in and out of, right? I don't think I've even seen like a real strong, consistent overweight. So, I think number one, that's an opportunity. And last point is, listen, there's different sub-sector bifurcation going on, as you know, within the industry, whereas money centers and large banks are performing really well. The same is not the case of regionals and alts managers. And there are varying reasons for that. But we would even argue, Mike, there could be catchup trades within the sector next year. Mike Wilson: Yeah, I would agree on that. I mean, the regional over money centers and actually regionals over alt managers, because I mean – I think the Treasury Secretary has talked about this, you know. Trying to get the regulated banking system kind of back in the game may actually be an opportunity to take share back from some of those alt managers, which have actually done quite well. What about on Healthcare? We upgraded that back in the summer. I think you've been constructive on parts of Healthcare, right. Wwhat do you think people are missing there and why could that be a good sector for next year? Daniel Skelly: Yeah. We were definitely, I'll say, earlier than you and wrong. You had really good timing in terms of your Healthcare upgrade last summer. And look, the sector was out of favor for two years. What we think we observed in the kind of July-August period is: First and foremost, I think we got past the point of maximum policy concern and risk. And ironically, we saw some kind of nominal or surface level deal signed with the government around most favored nation pricing. And it was really, not a lot to write home about. It wasn't as egregious as a policy inflection as some had feared. So, I think that was the first key catalyst. Second, we just saw a really good revisions breadth. And I know this is a comment you make a lot in your work. But we saw across big pharma, tools and life science, medical technology, and devices. We saw really good positive earnings revisions coming out of third and even starting the second quarter. Thirdly, I think if you're talking about an M&A in capital markets recovery, you can't not talk about Healthcare. I think that's a space that'll be ripe for deal making. And then just fourth, right? Look, as the market broadens out, and as people are stopping or maybe slowing the crowding and the key leadership, they're going to go again from AI enablers to AI adopters. And we think AI is going to be a vector that cuts across the Healthcare industry in a really positive way. Mike Wilson: Yeah, I mean, the efficiencies that are, you know, possible in the Healthcare sector seem immense. I mean, it, it appears to me that that's going to be an area where there's probably some new solutions, some new companies we don't even know about yet. So, to me that's a very exciting area that's been dormant for quite a while. What about Consumer, Dan? It's been this K economy. It's been very bifurcated, you know, high-end versus middle-income, lower-income. I mean, what are the themes within consumer that you're finding in putting to work in your portfolio? Daniel Skelly: Yeah. We've talked a lot, Mike, in the last year or so about playing Consumer platforms, particularly domestically oriented versus global consumer brands. And there's a couple of key drivers behind that. But first, when you look at what's going on in consumer land, and Simeon Gutman's been a really good, kind of, analyst looking at this theme over time. In many ways it's starting to resemble the Mag 7 in terms of winner take all phenomena. If you look at some of the major consumer big box platforms, they're taking 50- 60 percent of share of total retail sales. Just a couple of companies. So, number one, we're really focused on platforms where market share gains, free cash flow and revenue – recurring revenue – in particular, are leading to even stronger competitive moats, particularly in a capital-intensive industry. And what we've observed about retail is that as those leaders in big box areas take more share, they can reinvest that winning capital in their advertising growth in their online channel and widen their moats even more. Secondly though, in order to have a positive theme, I've always said you got to fund it from somewhere. And so, what we've observed again over the last year or so is – when I think about some of the even highest quality global brands they've suffered seeing less traction in China. And that's amid less of a willingness from Chinese consumers to own American and European brands. There's a lot to that, but I think culturally, obviously the trade war, the AI war for prominence leading to maybe some of that lack of cultural traction. Secondly, we've also, I think, started to see the growth of AI tools start to weigh on established brands. I think what makes a brand cool and the barriers to entry in terms of creating brands is going to go down in the future because of AI influencing and advertising tools. And so, simply put, we continue to like, Mike, the big box consumer platforms across, clothing and food, housing, across e-commerce. That continues to be one of our higher conviction themes. Mike Wilson: All right, Dan, I want to come back to, kind of, AI infrastructure. I mean, AI spending has been the big, big theme. But there's other types of infrastructure spend and CapEx. It's been dormant, quite frankly, and with the [One] Big Beautiful Bill [Act] perhaps incentivizing some of that. How does that play into your thought process around other industrial stocks that could benefit? Daniel Skelly: Absolutely, Mike. You cited the AI infrastructure spending. We think continues kind of unimpeded going into next year. Number two, we think the Fed cutting, just creating better financing conditions in terms of bigger projects. You mentioned as well, the fiscal incentives. And look, I think Chris Snyder has been spot on the last year or so talking about reshoring production wins coming back to the U.S. I don't think this is certainly as cognizant on the – or on the minds of individual investors. Maybe not even institutional investors. But the U.S. is winning manufacturing production share and has been for some time. And we've seen that no doubt ramp up post the announcement of the [One] Big Beautiful Bill {Act]. No doubt. But we think that has implications, Mike, for stocks and stock picking within what we would call, kind of, shorter cycle themes. And I think whether that be in Logistics and Transports or HVAC or some of the Non-Resi, Non-Datacenter related verticals. There are a whole bunch of stocks that have been kind of dormant for two to three years as we've been in this ISM recession that we think could certainly wake up next year as things broaden out. Mike Wilson: Yeah, we would agree with that. And I guess lastly, you know, there's always this Johnny come lately, you know, fear factor of, ‘Well … stocks are up a ton. My neighbor's bragging how much money they're making. So, I must have missed it all.' And I think embedded within that is this fear of valuation. The valuations are now very rich. What's your response to individual clients about – it's not too late, they haven't missed it. It's still a bull market. In fact, we would argue a new bull market began in April with a new economic cycle. What is your response to those folks who have that angst? Daniel Skelly: Two things. One is the market today looks totally different than it did in the past, and AI is no doubt one big part of that. The composition of the market in many ways is higher quality, less debt, more recurring revenue. Big call option on productivity coming from AI earnings, power, et cetera. So, we think the market should trade at richer levels than it did in the past, point number one. Point number two, we would say whereas most people say time is your friend – for individual investors, they would also say valuation is no short term or short run indicator, but it's the best long run indicator. And looking at today's, again, extended levels of valuation relative to history – they would say that's not going to play out well over the long run. I would actually take the other side of that. I think that the earnings and the economic potential unleashed not just from AI, but some of these fiscal and monetary policies could create tremendous margin earnings potential in the long run. And so, I think today we're looking at a level of multiples that appears artificially high. And based on what could be a big earnings inflection point in that multi-year timeframe could frankly just be superficially high. Mike Wilson: Well, Dan, it's always great to get your perspective. I always enjoyed chatting with you. Daniel Skelly: Likewise. Mike Wilson: Thanks for coming on the show and sharing it with our listeners. It's great to see you. Daniel Skelly: Thanks Mike. Mike Wilson: And thanks to our listeners. Thanks for tuning in and let us know what you think by leaving us a review. And if you find Thoughts on the Market worthwhile, tell a friend or colleague to try it out.

In this episode of the Sneaker History Podcast, hosts Robbie Falchi and Mike Guillory interview Dr. D'Wayne Edwards, a legendary sneaker designer and founder of Pensole Lewis College of Business and Design, a footwear design academy. They discuss the evolution of sneaker culture, the influence of athletes and pop culture on sneaker design, and the importance of authenticity in marketing. D'Wayne shares insights on the sneaker industry, advice for aspiring designers, and the significance of community engagement. The conversation also highlights the adidas Business Track initiative, which aims to bridge the gap between retail and sneaker design, emphasizing the value of knowledge and creativity in the industry.More Info: https://www.plcdetroit.com/SUPPORT THE SHOW:Donate Through Venmo: https://venmo.com/u/sneakerhistoryBuy Me A Coffee: https://buymeacoffee.com/nickengvallEarly Access, Exclusive Videos, and Content On Patreon: https://patreon.com/sneakerhistorySubscribe on Substack: https://substack.com/@sneakerhistoryJoin our Discord Community: https://discord.gg/xJFyWmWgzaIf you are interested in advertising to our audience, contact us: podcast@sneakerhistory.comCHECK OUT OUR OTHER SHOWS:For the Formula 1 Fans - Exhaust Notes: https://exhaustnotes.fmFor the Fitted Hat Fans - Crown and Stitch: https://crownandstitch.comFor the Cars & Sneakers Fans - Cars & Kicks: https://carsxkicks.comFor the Creators & Creatives - Outside The Box: https://podcasts.apple.com/id/podcast/outside-the-box-convos-with-creators/id1050172106[Links contain affiliate links; we may receive a small commission if you purchase after clicking a link. A great way to support the pod!]—––––—––––—––––—––––—––––—––––—––––—––––Our podcast is proudly...Recorded on Riverside: http://www.riverside.fm/?via=sneakerhistoryHosted & Distributed By Captivate: https://bit.ly/3j2muPbGET IN TOUCH:Robbie - robbie@sneakerhistory.comMike - mike@sneakerhistory.comRohit - rohit@sneakerhistory.comNick - nick@sneakerhistory.comDisclaimer: The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.This podcast uses the following third-party services for analysis: Spotify Ad Analytics - https://www.spotify.com/us/legal/ad-analytics-privacy-policy/