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Sucharita Kodali reacts to Levi (LEVI) earnings and the return of denim as a trend. “The question about tariffs has been in the retail ecosystem for ten years now,” Sucharita says, and so Levi has taken steps to diversify its production already. She also thinks consumers remain strong and spending, benefitting the company – and social media influencers are going global, making fashion trends broader. However, because of its competitive market, she doesn't think it can pass through price increases to consumers.======== 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-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don't even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita thinks it can have a “successful turnaround” – though it might not last long.======== 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
In the latest episode of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc return with Part Two of “The Analysts," which featues three of the retail industry's most respected thought leaders—Sucharita Kodali (VP & Principal Analyst, Forrester Research), Neil Saunders (Managing Director, GlobalData Retail), and Simeon Siegel (Managing Director, BMO Capital Markets).But first, Michael and Steve unpack a news cycle packed with volatility. They begin by exploring the ripple effects of renewed Middle East conflict and its impact on oil prices, inflation, and economic sentiment. From there, the duo tackle the Trump administration's intensifying immigration enforcement and its chilling effect on the U.S. labor force—particularly in agriculture, hospitality, and retail. Shoppers are anxious, workers are disappearing, and companies are bracing for cost spikes.The episode then zooms into earnings season, with fresh data from RH (Restoration Hardware), Inditex (Zara), and Victoria's Secret. RH defies expectations with revenue gains despite a sluggish home goods sector, while Zara and Victoria's Secret warn of tariff-related turbulence ahead. Steve and Michael also sound the alarm on a string of cyberattacks, including the Victoria's Secret hack and a Whole Foods supplier breach, painting a stark picture of retail's digital vulnerabilities.Then it's time for “The Analysts” segment. Sucharita Kodali explains the hype—and the misunderstanding—around Agentic AI, warning retailers of its disintermediating potential if shopping bots take hold. The panel weigh in on the future of department stores, urging traditional retailers to rethink their value proposition, especially as beauty shifts to standalone players like Sephora, Blue Mercury, and Ulta.From TikTok's uncertain future to retail media network fatigue, the lightning round keeps the insights flowing with wit and depth. The panel also lifts up up-and-coming remarkable brands like Vuori, Alo Yoga, and Eleventy as ones to watch. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who cut through industry chaos to reveal what really matters.News of the Week Highlights: The episode opens with Steve Dennis and Michael LeBlanc's signature news analysis, which covers the Trump-Musk political tensions and their potential retail implications, including leadership chaos and economic uncertainty. They examine surprisingly resilient U.S. job market data, showing 4.1-4.2% unemployment despite rising layoff announcements, with a particular focus on AI's emerging threat to entry-level positions as companies like McKinsey dramatically reduce their hiring.A significant development has emerged, with Chinese retailers Temu and Shein experiencing dramatic 50% U.S. sales declines following tariff implementations, although both companies are pivoting aggressively to European markets. The hosts analyze this as validation of tariff impacts while noting potential "brace for impact" implications for international listeners.Eangs season wrap-up reveals telling mixed signals: Lululemon's shocking 23% stock decline despite maintaining profitability, driven by weak guidance amid increased promotional pressure; Dollar General raising guidance despite tepid 2% comp growth; and standout Five Below achieving impressive 7% comps while expanding to 1,826 stores across the U.S. The continuing collapse of second-wave DTC darlings gets spotlight treatment, particularly Rent the Runway's staggering 97% stock decline. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. 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.
One thing is constant in retail: change. Innovation is the cornerstone of the industry. We're joined by Seth Webb, executive vice president of Tusk Strategies, and Sucharita Kodali, vice president and principal analyst of Forrester Research, to discuss the transformative trends, cutting-edge technologies, and emerging solution providers that are shaping the future of retail. We explore generative and autonomous AI, robotics, resale, and more top-of-mind topics. (00:00:00) Introductions(00:01:42) Leaders in innovation and technology(00:06:48) The most transformative trends for the retail industry (00:09:15) AI's profound impact on retail (00:19:06) The role of robotics in retail (00:23:00) What excites them about the future of retailThe 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:• NRF 2025 Innovators Showcase • Reverse Logistics Association • 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:• How the NRF 2025 Innovators Showcase can help you drive revenue and build crucial partnerships • A snapshot into the latest retail tech breakthroughs Produced by Crate Media.
In this episode of What Just Happened, Christine Russo interviews Sucharita Kodali, VP and Principal Analyst at Forrester Research, to unpack the ever-evolving dynamics of digital transformation in retail. Kodali shares her perspective on how retailers should approach innovation with caution, emphasizing the importance of testing and two-way-door decisions—those you can reverse—especially in areas like generative AI and emerging tech. She advises brands not to blindly follow Amazon's lead, but to embrace its spirit of calculated experimentation and long-term thinking.The conversation explores the cyclical nature of retail brand equity, using Target and Gap as case studies. Kodali argues that strong cultural equity, even when dormant, can be revived with the right leadership and strategy. Target's recent stumbles, she believes, are more operational than existential, while Walmart's recent success is attributed to strategic CapEx and improved store design. She notes that Target's fatigue is reversible, and predicts leadership changes could be a catalyst for revitalization.Russo and Kodali also dive into innovation in physical retail, including Urban Outfitters' Re/Reclectic concept, and the nuanced state of live shopping in the U.S. versus China. Kodali suggests that Americans lean toward short-form, influencer-led, asynchronous content rather than livestream commerce. She highlights Nordstrom's quiet but promising use of vertical video by store associates and the challenge of inventory keeping pace with demand driven by social media. The episode ends with a nod to the importance of automation, retail media, and ongoing trend analysis as retailers navigate what's next.
Jay Woods and Sucharita Kodali comb through Walmart (WMT) earnings. Sucharita highlights its earnings beat and says, “any weak guidance is tied to macro issues.” Jay agrees that it was a “great quarter,” but notes the stock has been on a “tremendous run” and might not have had room to go further. They discuss how Walmart's imports could get hit by tariffs, the outlook for the consumer, and its biggest competitors including Amazon (AMZN).======== 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
Ted Rossman and Sucharita Kodali react to January Retail Sales missing expectations. They both see upside in the year-over-year numbers despite the month-over-month decline. Ted highlights bars and restaurants' strength as a key point of consumer discretionary spending. Sucharita calls layoffs “isolated cases” and says she's not concerned about the overall job market.======== 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
Sucharita Kodali breaks down the November Retail Sales report, which came in above expectations. She says the retail industry has “for all intents and purposes, stabilized.” Consumers are “trading down”, with dining out, for example, lower than in 2022, but tracking its losses “in-line with inflation” rising. She also highlights trends in e-commerce vs brick-and-mortar shopping, with Amazon (AMZN) taking a huge chunk of the former. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The holiday season is almost here, and department stores have always been the shining star of holiday shopping. But have they been dethroned by the rise of eCommerce?
In this insightful episode of BRAVE COMMERCE, Sucharita Kodali, Vice President and Principal Analyst at Forrester, returns for an unprecedented third appearance to dissect the current state of consumer commerce. Joining hosts Rachel Tipograph and Sarah Hofstetter, Sucharita delves into the phenomenon of the "vibecession," where consumer spending remains resilient despite a lingering sense of economic unease. She provides data-backed analysis on how inflation, shifting consumer preferences, and economic headwinds are shaping the retail landscape heading into 2024 and beyond.Sucharita discusses the challenges facing major consumer product brands as private labels and niche competitors continue to disrupt the market. From grocery aisles to luxury goods, she explains how consumers are increasingly trading down to value brands or splurging on high-end offerings, leaving middle-tier players scrambling to remain relevant. Her insights offer critical strategies for brands to adapt, including leveraging innovation, rethinking pricing strategies, and embracing diverse supply chains to mitigate potential tariff impacts under the new administration.Looking ahead, Sucharita provides a cautiously optimistic outlook, highlighting opportunities for brands that prioritize agility and customer engagement. She also shares bold predictions about the future of marketing investments, the role of distribution in a digital-first world, and how brands can stay competitive in the face of evolving consumer expectations. Whether you're a brand leader, marketer, or eCommerce specialist, this episode is packed with actionable insights to help navigate the complexities of today's commerce environment.Key Takeaways:Resilient Spending Amidst Economic Uncertainty: Consumers continue to shop at high rates despite economic unease, focusing on value and premium goods while avoiding middle-tier options.Private Labels & Disruption: The rise of private labels and niche competitors poses a major threat to established brands, requiring innovative strategies to reclaim market share.Preparing for Tariffs and Future Shocks: Diversified supply chains and strategic foresight are crucial for navigating potential policy changes and maintaining brand resilience. Hosted on Acast. See acast.com/privacy for more information.
Ulta Beauty (ULTA) soars after releasing its earnings report. Sucharita Kodali and Alexis Browne Roberts break down the quarter. Sucharita highlights that "there is much more optimism in the overall performance of the retail industry." Alexis focuses on the "power of diversification" in order to be successful in today's market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Folks in America are spendy this holiday season — especially online. Yet there also seems to be a bit of a disconnect between how people feel about their own financial situations and how they’re spending. Today, we’ll examine and discuss some of the data with Sucharita Kodali, vice president of research and advisory firm Forrester. Plus, from “trad wives” to “soft girls,” we’ll hear more about trends embracing women as homemakers and men as breadwinners.
Folks in America are spendy this holiday season — especially online. Yet there also seems to be a bit of a disconnect between how people feel about their own financial situations and how they’re spending. Today, we’ll examine and discuss some of the data with Sucharita Kodali, vice president of research and advisory firm Forrester. Plus, from “trad wives” to “soft girls,” we’ll hear more about trends embracing women as homemakers and men as breadwinners.
“Average order values have started to pick up,” as we enter the holiday season, says Michael Jaconi. Sucharita Kodali notes slower growth in e-commerce and highlights the percentage of sales moving online. She discusses how e-commerce has impacted Black Friday sales, which analysts look to for forecasting the rest of the year. They discuss the recent October Retail Sales report and what we can learn from it and look ahead to expectations for holiday shopping. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
In this special episode of The Charlotte Ledger Podcast, Ledger editor Tony Mecia and elections specialist Sucharita Kodali quickly break down the Mecklenburg County ballot, including state legislative races, county commissioner races, local judicial elections and bonds.In less than 10 minutes, they zip through the under-the-radar races that many voters haven't considered but will find on the ballot.Check out the accompanying 10-minute podcast on statewide races, such as those for governor, lieutenant governor, insurance commissioner and attorney general.For full details on the candidates and the races, be sure to check out the Charlotte Ledger Election Hub at NCElectionHub.com. It has brief biographies of 200 candidates in five Charlotte-area counties (Mecklenburg, Union, Gaston, Cabarrus and Iredell), as well as links to candidate questionnaires and articles from other media.The goal is to provide you with trustworthy, unbiased information you can use to cast your vote.Find out more about The Charlotte Ledger at TheCharlotteLedger.com.This episode of The Charlotte Ledger Podcast was produced by Lindsey Banks. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit charlotteledger.substack.com/subscribe
In this special episode of The Charlotte Ledger Podcast, Ledger editor Tony Mecia and elections specialist Sucharita Kodali quickly break down the 14 statewide races on the 2024 general election ballot.In less than 10 minutes, they zip through the races that will be on the ballot for every North Carolinian: the Council of State — including races for governor, lieutenant governor, agriculture commissioner and so on — as well as statewide judicial races and a constitutional amendment.Check out the accompanying 10-minute podcast on the Mecklenburg ballot.For full details on the candidates and the races, be sure to check out the Charlotte Ledger Election Hub at NCElectionHub.com. It has brief biographies of 200 candidates in five Charlotte-area counties (Mecklenburg, Union, Gaston, Cabarrus and Iredell), as well as links to candidate questionnaires and articles from other media.The goal is to provide you with trustworthy, unbiased information you can use to cast your vote.Find out more about The Charlotte Ledger at TheCharlotteLedger.com.This episode of The Charlotte Ledger Podcast was produced by Lindsey Banks. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit charlotteledger.substack.com/subscribe
One of retail's most insightful minds makes her triumphant return to the pod. Sucharita Kodali, Forrester's Principal Analyst, was our very first guest when we launched the podcast in September of 2020, and now she's back to separate the hope from the hype on key topics like the important difference between e-commerce and digital commerce and the critical role of digital influence on brick-and-mortar performance. She also gives us her fun and fascinating perspective on how Amazon is different under Andy Jassy, where retail media networks are headed, the challenges in online grocery, luxury's future, and a whole lot more. We also get a bold prediction about Temu and rocket through a lighting round of hot-takes.But before our interview we unpack the week in retail news brought to you by Scayle, the fastest-growing enterprise commerce platform in the world.We kick things off with the implications of the latest news on inflation, before discussing Forrester's remarkable prediction on the dominance of Walmart and Amazon. We then move to two pieces of interesting Amazon news, discuss Couche-Tard's rebuff by 7-Eleven, ponder Big Lots bankruptcy, before wrapping up with two noteworthy quarterly earnings announcements. 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.
James Cook is joined by Sucharita Kodali, VP and Principal Analyst at Forrester to talk about five significant trends impacting the retail sector. They discuss consumer confidence amidst low unemployment and high inflation, the role of artificial intelligence in retail, the current state of the luxury market, and the potential merger between Saks and Neiman Marcus. They also explore the implications of political uncertainty on consumer spending, and the recent impact of the CrowdStrike software failure on retailers. James Cook is the Director of Retail Research in the Americas for JLL. Watch the video version of this episode: https://youtu.be/XlIqt1GiUVk Subscribe: Apple Podcasts | Spotify Listen: WhereWeBuy.show Email: jamesd.cook@jll.com Watch our video show, Everything We Know About Retail: http://everythingweknow.show/ Leave a message on the Where We Buy hotline. We may use it on an upcoming show. Call (602) 633-4061 Read more retail research here: http://www.us.jll.com/retail Theme music is Run in the Night by The Good Lawdz, under Creative Commons license.
For the March 2024 primary election in Mecklenburg County, what is on the Republican ballot? What do voters need to know?In this special express version of The Charlotte Ledger Podcast, editor Tony Mecia talks with Republican former Charlotte City Council member Kenny Smith and Ledger elections researcher Sucharita Kodali about the candidates for office — who they are, why they say they're running and how the races are shaping up.And we do it all in under 12 minutes.We'll give you the overview you need to be informed about races for U.S. Congress, governor and the N.C. Council of State and the General Assembly.For more information about the 2024 elections, check out the Charlotte Ledger Election Hub, with candidate biographies, videos, questionnaires and links to articles and resources — for the Democratic and Republican primary ballots.Election Day is March 5, 2024. Early voting runs through March 2, 2024.The Charlotte Ledger Podcast is produced by Lindsey Banks. Get full access to The Charlotte Ledger at charlotteledger.substack.com/subscribe
For the March 2024 primary election in Mecklenburg County, what is on the Democratic ballot? What do voters need to know?In this special express version of The Charlotte Ledger Podcast, editor Tony Mecia talks with Bryan Holladay of CLT Public Relations and Ledger elections researcher Sucharita Kodali about the candidates for office — who they are, why they say they're running and how the races are shaping up.We'll give you the overview you need to be informed about races for county commissioner, the General Assembly, U.S. Congress and the N.C. Council of State.For more information about the 2024 elections, check out the Charlotte Ledger Election Hub, with candidate biographies, videos, questionnaires and links to articles and resources — for the Democratic and Republican primary ballots.Election Day is March 5, 2024. Early voting runs through March 2, 2024.The Charlotte Ledger Podcast is produced by Lindsey Banks. Get full access to The Charlotte Ledger at charlotteledger.substack.com/subscribe
In this episode, recorded at the National Retail Federation (NRF) Big Show in New York City in January 2024, host Matt Rubel discusses current trends in the retail industry with NRF President & CEO Matt Shay and Forrester Retail Industry Analyst Sucharita Kodali. Topics of discussion include the role of technology (especially AI and generative AI) in shaping the industry, the rise of retail media and the significance of a strong online presence and social commerce for brands. Hosted on Acast. See acast.com/privacy for more information.
Welcome to Retail Therapy, a RETHINK Retail exclusive Podcast series where we examine retailers that have a unique history, are making innovative changes to their business model, or are overcoming challenges in order to stay relevant in this highly competitive landscape. Toys “R” Us has plans to open 24 flagship stores next year, but is that what it's going to take to turn this memorable retailer around? Join host Andrew Smith as he engages in insightful discussions with Top Retail Influencers Shelley Kohan and Sucharita Kodali about the rise, fall, and resurrection of Toys "R" Us while offering some suggestions for their future success. This episode of Retail Therapy is brought to you by the Retail Cloud Alliance, Adobe, Blue Yonder, and Amperity.
In a special mini-podcast that's less than 10 minutes, we discuss candidates running for Charlotte City Council and Charlotte mayor in 2023: Who are they? Why are they running? How could Charlotte's city government change?Ledger editor Tony Mecia discusses the election with Charlotte Public Relations' Bryan Holladay and Ledger elections researcher Sucharita Kodali.For more information about the 2023 elections, check out the Charlotte Ledger Election Hub, with candidate biographies, videos, questionnaires and links to articles and resources.The Charlotte Ledger Podcast is produced by Lindsey Banks. Find out more about The Charlotte Ledger at TheCharlotteLedger.com. Get full access to The Charlotte Ledger at charlotteledger.substack.com/subscribe
In a special mini-podcast that's under 10 minutes, we discuss candidates running for the Charlotte-Mecklenburg Board of Education in 2023: Who are they? Why are they running? What's at stake?There are 14 candidates running for 3 seats. Ledger editor Tony Mecia discusses the race with WFAE's Ann Doss Helms and Ledger elections researcher Sucharita Kodali.For more information about the 2023 elections, check out the Charlotte Ledger Election Hub, with candidate biographies, videos, questionnaires and links to articles and resources.The Charlotte Ledger Podcast is produced by Lindsey Banks. Find out more about The Charlotte Ledger at TheCharlotteLedger.com. Get full access to The Charlotte Ledger at charlotteledger.substack.com/subscribe
Target slashed its sales and profit expectations in its latest quarterly report. CNBC's Courtney Reagan and Forrester Research's Sucharita Kodali explain the retailer's troubles, from inflation-conscious shoppers to Pride month backlash. A new strain of Covid-19 is hitting the American South and West; former FDA Commissioner Dr. Scott Gottlieb explains the risks, the relevance of vaccinations and boosters for immunity, and this phase of endemic Covid. Plus, there are new court filings in the federal case against FTX founder Sam Bankman-Fried, a new deal could breathe life into Wheels Up stock, X Corp. has rebranded Tweetdeck, and Cava is hoping to satisfy Wall Street's appetite. Sucharita Kodali - 15:17Courtney Reagan - 11:44Dr. Scott Gottlieb - 24:09 In this episode:Sucharita Kodali, @smulpuruScott Gottlieb, MD, @ScottGottliebMDCourtney Reagan, @courtreaganMelissa Lee, @MelissaLeeCNBCJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie
On this episode of BRAVE COMMERCE, Sucharita Kodali, Vice President and Principal Analyst at Forrester, returns to the podcast to discuss the current state of the consumer economy, the impact of inflation, interest rates, and consumer spending. Sucharita sheds light on the resilience of the US economy despite challenges like inflation, interest rate hikes, and an inverted yield curve. She explains that consumers have been spending enthusiastically, especially on discretionary categories like travel and leisure, even though there were concerns about a potential recession. She talks about the "pandemic paradox," where despite health and education crises, households emerged financially stronger. The discussion also covers the prospect of future interest rate hikes and how brands can navigate the economic landscape. Despite inflationary pressures, consumers have shown little inclination to shift to cheaper options, making the market favorable for brands. However, she predicts that once consumers exhaust their savings, the competitive dynamics will change, leading to possible price reductions and more cautious spending. Sucharita mentions that certain sectors, like housing, aren't as impacted by seasonality and increasing supply could potentially drive down costs. However, the movement towards urban areas for work might sustain spending in these regions. Sucharita's expertise shines as she offers a positive outlook for the US economy, predicting a favorable business environment through the back half of the year and possibly beyond. Key Takeaways: In the face of gloom and doom financial forecasts, tracking consumer behavior is still your best source of understandingGive your customers a “why” to spend on your brand as opposed to potentially cheaper alternativesEmbrace uncertainty as an opportunity for growth and innovation in your business Hosted on Acast. See acast.com/privacy for more information.
For this episode of the eCom Logistics Podcast, we welcome Sucharita Kodali, Vice President and Principal Analyst at Forrester Research. Today, she shares a wealth of knowledge on retail and the consumer goods space. We go through topics including trends in the ecommerce and retail world today, strategies for retention and improvement, and the potential of technology in the space. ABOUT SUCHARITASucharita serves digital business strategy professionals. She is an expert in e-commerce, omnichannel commerce, consumer behavior, and trends in the retail and consumer goods space. She is also an authority on technology developments that affect the online commerce industry and vendors that facilitate online marketing and merchandising. In her research, Sucharita covers areas such as e-commerce trends and global, regulatory, and technology issues shaping commerce. She is the author of Forrester's “The World's Most Future-Proofed Brands” report, which reviews global consumer-facing brand manufacturers. She is often the keynote speaker at retailer conferences around the world and is frequently featured in national media such as NPR, The Wall Street Journal, The New York Times, Bloomberg Businessweek, The Information, and more. Prior to Forrester, Sucharita was the director of marketing at Saks Fifth Avenue, where she managed the customer acquisition, retention, and market research efforts for the $2 billion luxury retailer's online channel. Prior to Saks, she held management positions at Toys R Us, where she was a merchant in the Babies R Us division and a store manager in one of the company's largest toy stores. She also worked for the Walt Disney Company, where she was part of the strategic planning team. Sucharita holds a BA in economics from Harvard University and an MBA from the Stanford Graduate School of Business. HIGHLIGHTS02:18 How Sucharita's journey in retail started09:10 The boom in online commerce during the pandemic14:51 The bullwhip effect in retail supply chain recently21:05 Can we expect more automation and robotics in warehousing?27:07 Don't try to match what Amazon is doing34:24 Will there be conflict in CPG when working with consumers and being a direct-to-consumer brand? QUOTES16:58 Don't diversify only when there are issues - Sucharita: "One of the things we learned from the pandemic was that maybe we are too concentrated with our supply chains in Asia, particularly in China, then you add on some of the geopolitical issues. I think companies are gradually recognizing that maybe they do need to diversify their supply chains. But it's a painful decision to have to make because then you have to increase the costs of your inputs." 27:07 Look inward instead of trying to compete with top players like Amazon - Sucharita: "I think that the companies that created a lot of the frenzy around shipping were the ones that fundamentally didn't really have differentiated offerings. They were selling the same things Amazon is selling and net-net all being equal, if you are slower than Amazon, you have the same products, and you're not even pricing better, you really don't have a choice but to either lower your prices or increase your speed of shipping." Find out more about Sucharita in the links below: LinkedIn: https://www.linkedin.com/in/sucharitamulpuru/Website: https://www.forrester.com/bold
Rent the Runway's deal with Amazon is a five-alarm fire for brands such as Rag & Bone and Tory Burch. RTR sells pre-owned branded fashion and its own branded pieces on Amazon at significant discounts. RTR started with selling via Thredup the Sacks Off Fifth and now Amazon. Their stock was rewarded, but this is short term, but it's hard not to see the desperation with long-term concerns for the company.@Sucharita Kodali, principal analyst at Forrester, said in a Sourcing Journal piece the new relationship suggests RTR isn't “operating from a position of strength” and has “basically thrown in the towel.” She compared the deal to the “end game in chess.” “You're about to lose… so you're giving up your rook as a last-ditch effort to delay…the end of the game.” I share these quotes because Sucharita nailed them.This makes fantastic sense for Amazon, which now sells $7,150 Chanel handbags and $12,500 Rolex watches to their customers, even though Chanel or Rolex would never directly choose to sell on Amazon. They continue to provide more brands and value to their customers. With more customer traffic, they gain negotiating power over others such as RTR and What Goes Around Comes Around (WGACA), who suppliers the Chanel handbags and $545 Hermès scarves.So why did RTR do the deal? As a recent public company, they are fighting to prove they can build a profitable business that captures the customer shift from ownership to access. And there is a massive shift taking place, but it needs to be faster to satisfy public investor expectations. We will see whether these moves toward resale will distract RTR from its core rental platform or provide the life support that the business needs for customers to catch up. I sadly expect it will be the first.And what does this mean for brands who now find themselves with more items on Amazon? More headwind. As if this economic market and the changing customer weren't challenging enough, brands increasingly compete with discounted items as others profit and degrade their hard-earned brand equity. This latest move is another example of how brands must control their destiny–offering resale models directly and working with channel partners with aligned interests.In other news, this past week, we went from 120 resale programs to 121, as we can add YETI to the list of brands with owned resale channels with the launch of YETI RESCUES. YETI is the latest in a series of impressive launches for Arrive, including Burton and Eddie Bauer. While the assortment appears limited to ‘open box' items, the online storefront is clean, on-brand, and easy to shop. While it's a fine starting point, I expect this to be a jumping-off point for YETI and expect them to expand assortment and ideally trade in over the coming months.On the marketplace front, consolidation continues as South Korean internet player Naver invested $80.7M to become the largest stakeholder in Wallapop, a mobile-based European platform for buying and selling second-hand products. This follows the acquisition of Poshmark last year as Naver establishes a strong global P2P portfolio that connects the markets in North America, Europe, Japan and Korea. Given these platforms are building customer brand and loyalty, this is a play for more global market coverage with the ability to leverage P2P technology at a greater scale.Additionally, Sellier Knightsbridge has acquired the luxury resale platform Worn, growing its business by a reported 25%. Both acquisitions speak to the maturing marketplace space and the need for scale. It's only mid-January! and I expect to see far more consolidation in the coming months.While luxury marketplaces consolidate, more luxury players are predicted to enter with direct offerings, as covered in Retail Brew. The article summarized it's 2023 predictions as another massive growth year for resale; however, profits will be elusive. While I don't disagree, I see this year far more about scale for brands. For brands to scale any line of business as they fight for their fair share of the growing market, they must live up to the customer experience and make money. This is where profit becomes critical to scaling resale.The So WhatBrands need to control their destiny in the secondhand market, so their items don't end up being sold in channels that devalue the brand.What's good for Amazon may not be good for your brand
Today, the speed of change is running on turbo boosters. Startups, large companies, and everything in between are finding more ways to innovate to address consumer demand. Join us as we chat with Forrester Industry Analyst, Sucharita Kodali, as we explore what's trending in e-commerce, why a lot of it is distracting, and the foundational best practices that companies – large and small – need to remember if they want to move at the speed of change and build a strategic e-commerce business.
Sucharita Kodali, VP and Principal Analyst at Forrester, joins hosts Rachel Tipograph and Sarah Hofstetter to discuss financial business strategy and consumer spending habits. Sucharita shares her thoughts on how consumers are spending despite inflation. She talks about how 2021 is not the best indicator for commerce because of how the landscape shifted post-pandemic, and explains how habits will change over the next year.Discussing the recent popularity of layaway (or buy now, pay later options), Sucharita talks about the longevity of these businesses with the increasing interest rates. She then talks about delivery services and how these companies can strengthen their B2B relations in cohesion with their B2C product. She stresses the importance of automation. Sucharita also offers her advice to brands, recognizing the value of alignment between a brand's eCommerce team and their partners to experience success in eCommerce.Subscribe to BRAVE COMMERCE on your favorite podcast platform!You can listen and subscribe to all of Adweek's podcasts by visiting adweek.com/podcasts.Stay updated on all things Adweek Podcast Network by following us on Twitter: @adweekpodcasts.Follow our hosts on Twitter: @RachelTipograph @PezMeister1And if you have a question or suggestions for the show, send us an email at podcast@adweek.com. Hosted on Acast. See acast.com/privacy for more information.
"The Lululemon (LULU) brand seems to be doing really well and is outpacing retail and apparel sales. I haven't seen any major fruit borne by mirror yet so that remains to be seen," says Sucharita Kodali. Wedbush has an outperform rating on the LULU stock with a $430 price target. "Lululemon is a resilient name amid ongoing macro uncertainty that will benefit from the second quarter from belt bag going viral," Tom Nikic adds.
Retail is the process of selling goods or services to a consumer. Retail sales can be made directly to customers or via retail outlets. Recently, retail innovation has accelerated to a level never witnessed before. Due to the epidemic, retailers have developed a greater capacity for adaptability, creativity, and innovation. To understand the future of Retail, in this episode of "The Future Of", Jeff is joined by Gautham Vadakkepatt, an Associate Professor, a Dean's Scholar, and the Director of the Center for Retail Transformation at George Mason University, with additional insights from Sucharita Kodali, Vice President and Principal Analyst at Forrester Research.
"The Retail Sales report could have been a lot worse. It indicates that consumer spending has grown less robust. Retail sales seemingly grew 8.4% year-over-year, but it feels like an inflation story," says Ted Rossman. "Retail sales taking out inflation are about flat to last year. Consumers spending on discretionary goods suggests that many people are OK financially. Apparel and grocery segments are both soft so some consumer sectors are probably suffering more than others," Sucharita Kodali adds.
Welcome to the Conversations with CommerceNext podcast, I'm your host Michael LeBlanc, and this podcast is brought to you in conjunction with CommerceNext and presented by CommX.Recorded live in person at the 2022 CommerceNext Ecommerce Growth Show, we sat down with some of the top trailblazers and change-makers that joined our community in New York City to discuss the future of digital commerce and share the latest strategies for ecommerce acceleration.In this episode, meet Sucharita Kodali, Vice President and Principal Analyst, Forrester Research as she talks macro economic trends and the role of sustainability. ABOUT US: Scott SilvermanAn ecommerce veteran, Scott Silverman has been active in the industry since 1999 and is passionate about digital retail and the innovation driving the industry. Scott Silverman is the Co-Founder of CommerceNext. Previously, he spent 10 years as Executive Director of Shop.org where he launched the Shop.org Annual Summit. Scott co-invented “Cyber Monday” in 2005 and was the founder of Cybermonday.com in 2006, a shopping site that has generated more than $2.5 million for Shop.org's scholarship fund.Veronika SonsevVeronika Sonsev is the Co-Founder of CommerceNext. She also leads the retail practice for Chameleon Collective and is a contributor for Forbes on how to grow retail and ecommerce in the age of Amazon. Having spent the last 10+ years working with some of the largest retailers and direct-to-consumer brands, Veronika has intimate knowledge of the challenges facing retail and ecommerce today. She is also an advocate for women in business and founded the global non-profit mBolden, which is now part of SheRunsit. Michael LeBlanc is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career. Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast, The Voice of Retail, plus Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois. You can learn more about Michael here or on LinkedIn.
China and supply chain flows are likely seeing factors that could produce an upside for Nike (NKE), says John Kernan. He and Sucharita Kodali discuss the takeaways from NKE's earnings. They talk about why NKE is falling despite a positive earnings report. They then go over how Cowen is maintaining an outperform rating on NKE and lowered its price target to $127 from $133. They also cover the best positioned athletic-wear stocks. Tune in to find out more.
“I think it's terribly dangerous for an artist to fulfill other people's expectations. If you feel safe in the area that you're working in, you're not working in the right area. Always go a little further into the water than you feel you're capable of being in. Go a little bit out of your depth. And when you don't feel that your feet are quite touching the bottom, you're just about in the right place to do something exciting.”— David Bowie, David Bowie: The Last Five Years On the 1st anniversary of the release of the revised and expanded 2nd edition of Steve's best-selling book Remarkable Retail: How to Win & Keep Customers in the Age of Disruption--which confusingly is also the 2nd anniversary of the 1st edition's release--we celebrate its success and impact with our very special guest Forrester Research VP & Principal Analyst Sucharita Kodali. Sucharita is not only one of retail's top thought leaders, but she was our very first guest on the podcast back in September of 2022 and she graciously wrote the Foreword to Remarkable Retail's 2nd edition.We unpack some of the key lessons from the book and take stock of Steve and Sucharita's predictive prowess. We also wonder aloud about whether there is complacency setting in among too many retailers, if a "collapse of the unremarkable middle" is inevitable and whether certain oft talked about "innovations" are victims of the hype cycle. But first examine the retail news of the week that caught our attention, including trying to be glass is half full on JC Penney's new strategy to "love the customers that love us." We then move on to marvel at Shein's stratospheric $100 billion valuation, before weighing in on whether the Neiman Marcus Group's new partnership is rather Farfetched (see what we did there?). We close with our take on what to make of Walmart's bold moves to deal with trucking shortages. Note: The John Oliver "This Week Tonight" segment referenced in the episode can be found here.And don't forget to check out our bonus episode recapping this year's Shoptalk conference, recorded live from high above the Vegas Strip. About SucharitaSucharita serves digital business strategy professionals. She is an expert on eCommerce, omnichannel retail, consumer behavior, and trends in the online shopping space. She is also an authority on technology developments that affect the online commerce industry and vendors that facilitate online marketing and merchandising.In her research, Sucharita covers such consumer-oriented topics as eCommerce forecasting and trends, merchandising best practices, conversion optimization, and social computing in the retail world. She has also authored "The State Of Retailing Online," a joint study conducted annually with NRF.Prior to Forrester, Sucharita was the director of marketing at Saks Fifth Avenue, where she managed the customer acquisition, retention, and market research efforts for the $2 billion luxury retailer's online channel. Prior to Saks, she held management positions at Toys R Us, where she was a merchant in the Babies R Us division and a store manager in one of the company's largest toy stores. She also worked for the Walt Disney Company, where she developed and managed marketing plans for new business initiatives, including the Disney Stores, the Disney Cruise Line, and Club Disney.Additionally, she was involved in the expansion of Cap Cities/ABC properties, specifically ESPN Zone, ESPN Magazine, and the Go.com network. She has written two nonfiction books and has contributed to BusinessWeek Online.Sucharita holds a B.A. in economics from Harvard University and an MBA from the Stanford Graduate School of Business. About UsSteve Dennis is an advisor, keynote speaker and author on strategic growth and business innovation. You can learn more about Steve on his website. The expanded and revised edition of his bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is now available at Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a Forbes senior contributor and on Twitter and LinkedIn. You can also check out his speaker "sizzle" reel here.Michael LeBlanc is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career. Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast, The Voice of Retail, plus Global E-Commerce Tech Talks , The Food Professor with Dr. Sylvain Charlebois and now in its second season, Conversations with CommerceNext! You can learn more about Michael here or on LinkedIn. Be sure and check out Michael's latest venture for fun and influencer riches - Last Request Barbecue, his YouTube BBQ cooking channel!
Shopify's (SHOP) earnings were recently released. Ygal Arounian, Managing Director of Equity Research at Wedbush Securities, and Sucharita Kodali, VP and Principal Analyst at Forrester Research, recaps Shopify (SHOP) earnings. They also talk about the macro factors weighing on SHOP. They then go over how SHOP is falls after weaker-than-anticipated earnings results. Tune in to find out more.
Welcome to episode #813 of Six Pixels of Separation. Here it is: Six Pixels of Separation - Episode #813 - Host: Mitch Joel. When I think of retail and the state of eCommerce, I'm always curious what Sucharita Kodali is thinking. As Vice President and Principal Analyst at Forrester, Sucharita is a leading expert on eCommerce, multichannel retail, consumer behavior, and trends in the online shopping space. In her research (you can get a taste of it right here), Sucharita covers such consumer-oriented topics as eCommerce forecasting and trends, merchandising best practices, conversion optimization, and social computing in the retail world. Prior to Forrester, Sucharita was the director of marketing at Saks Fifth Avenue, where she managed the customer acquisition, retention, and market research efforts for the $2 billion luxury retailer's online channel. Sucharita holds a B.A. in economics from Harvard University and an M.B.A. from the Stanford Graduate School of Business. Enjoy the conversation... Running time: 1:00:07. Hello from beautiful Montreal. Subscribe over at Apple Podcasts. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. or you can connect on LinkedIn. ...or on Twitter. Here is my conversation with Sucharita Kodali. Forrester. A taste of Sucharita's latest research. Follow Sucharita on LinkedIn. Follow Sucharita on Twitter. This week's music: David Usher 'St. Lawrence River'.
Sucharita Kodali, Retail Analyst at Forrester Research, discusses the latest on takeover bids for Kohl's (KSS). She talks about how a KSS takeover would impact the retail sector. She also goes over how Starboard Value is reportedly offering $64 per share of KSS in $9B valuation. She then mentions how KSS stock pops to multi-month highs. Tune in to find out more.
Welcome to the The Voice of Retail , I'm your host Michael LeBlanc, and this podcast is brought to you in conjunction with Retail Council of CanadaOn this special episode I am thrilled to be sharing a full episode from my Conversations with CommerceNext podcast featuring Exclusive Holiday Research with Forrester VP & Principal Analyst Sucharita KodaliI launched the Conversations with CommerceNext podcast with my U.S. based partners to meet the top practitioners and thought leaders in the DTC & eCommerce marketing space, and explore both their tradecraft and share the learnings from their career journeys. Now let's have a listen to my podcast partner Scott Silverman as he introduces the episode with Sucharita, a frequent and popular guest here on The Voice of RetailThanks for tuning into today's episode of The Voice of Retail. Be sure to subscribe to the podcast so you don't miss out on the latest episodes, industry news, and insights. If you enjoyed this episode please consider leaving a rating and review, as it really helps us grow so that we can continue getting amazing guests on the show.I'm your host Michael LeBlanc, President of M.E. LeBlanc & Company, and if you're looking for more content, or want to chat follow me on LinkedIn, or visit my website meleblanc.co!Sucharita KodaliVP, Principal AnalystSucharita serves digital business strategy professionals. She is an expert on eCommerce, omnichannel retail, consumer behavior, and trends in the online shopping space. She is also an authority on technology developments that affect the online commerce industry and vendors that facilitate online marketing and merchandising.In her research, Sucharita covers such consumer-oriented topics as eCommerce forecasting and trends, merchandising best practices, conversion optimization, and social computing in the retail world. She has also authored "The State Of Retailing Online," a joint study conducted annually with NRF.Previous Work ExperiencePrior to Forrester, Sucharita was the director of marketing at Saks Fifth Avenue, where she managed the customer acquisition, retention, and market research efforts for the $2 billion luxury retailer's online channel. Prior to Saks, she held management positions at Toys R Us, where she was a merchant in the Babies R Us division and a store manager in one of the company's largest toy stores. She also worked for the Walt Disney Company, where she developed and managed marketing plans for new business initiatives, including the Disney Stores, the Disney Cruise Line, and Club Disney.Additionally, she was involved in the expansion of Cap Cities/ABC properties, specifically ESPN Zone, ESPN Magazine, and the Go.com network. She has written two nonfiction books and has contributed to BusinessWeek Online.EducationSucharita holds a B.A. in economics from Harvard University and an MBA from the Stanford Graduate School of Business. Scott SilvermanAn ecommerce veteran, Scott Silverman has been active in the industry since 1999 and is passionate about digital retail and the innovation driving the industry. Scott Silverman is the Co-Founder of CommerceNext. Previously, he spent 10 years as Executive Director of Shop.org where he launched the Shop.org Annual Summit. Scott co-invented “Cyber Monday” in 2005 and was the founder of Cybermonday.com in 2006, a shopping site that has generated more than $2.5 million for Shop.org's scholarship fund.
Welcome to the Conversations with CommerceNext podcast, I'm your host Michael LeBlanc, and this podcast is brought to you in conjunction with CommerceNext and presented by Bloomreach First, welcome to Season two of Conversations with CommerceNext. Thank you to Bloomreach for being our sponsor this season. This is different than our typical podcast where we learn about an industry leader and get career and marketing advice from them - although, those topics would be great for another time with our special guest today.Today we're going to dig into research that CommerceNext conducted in the past two weeks where we surveyed 84 merchants of various sizes about the 2021 holiday season including promotional levels, expectations for margins, biggest concerns and more. We thought this would be timely because, for the 2nd year in a row, we have a very unique holiday season.We want to give a big thank you to the retail executives that took a few minutes to take the survey. We can't do this without your support. And, we want to thank our partner, Forrester's Sucharita Kodali, who is here with us today to talk about the findings. CommerceNext reached out to Sucharita a couple weeks ago about doing a survey like this and she quickly jumped in and offered to help. She provided great input on the questions and she did an analysis based on the results.Thanks for tuning into this episode of Conversations with CommerceNext. Please follow us on Apple, Spotify, Amazon Music or your favorite podcast platform where we'll be sharing career advice and marketing strategies from eCommerce and digital marketing leaders at retailers and direct-to-consumer brands each and every episode. CommerceNext is a community, event series and conference for marketers at retail and direct-to-consumer brands. Through our online forums, interviews, webinars, summits and other in-person events, we harness the collective wisdom of our community to help marketers grow their businesses and advance their careers. Join CommerceNext events to meet other industry leaders and learn the latest ecommerce and marketing strategies. You can find upcoming events at CommerceNext.com Sucharita KodaliVP, Principal AnalystSucharita serves digital business strategy professionals. She is an expert on eCommerce, omnichannel retail, consumer behavior, and trends in the online shopping space. She is also an authority on technology developments that affect the online commerce industry and vendors that facilitate online marketing and merchandising.In her research, Sucharita covers such consumer-oriented topics as eCommerce forecasting and trends, merchandising best practices, conversion optimization, and social computing in the retail world. She has also authored "The State Of Retailing Online," a joint study conducted annually with NRF.Previous Work ExperiencePrior to Forrester, Sucharita was the director of marketing at Saks Fifth Avenue, where she managed the customer acquisition, retention, and market research efforts for the $2 billion luxury retailer's online channel. Prior to Saks, she held management positions at Toys R Us, where she was a merchant in the Babies R Us division and a store manager in one of the company's largest toy stores. She also worked for the Walt Disney Company, where she developed and managed marketing plans for new business initiatives, including the Disney Stores, the Disney Cruise Line, and Club Disney.Additionally, she was involved in the expansion of Cap Cities/ABC properties, specifically ESPN Zone, ESPN Magazine, and the Go.com network. She has written two nonfiction books and has contributed to BusinessWeek Online.EducationSucharita holds a B.A. in economics from Harvard University and an MBA from the Stanford Graduate School of Business. ABOUT US: Scott SilvermanAn ecommerce veteran, Scott Silverman has been active in the industry since 1999 and is passionate about digital retail and the innovation driving the industry. Scott Silverman is the Co-Founder of CommerceNext. Previously, he spent 10 years as Executive Director of Shop.org where he launched the Shop.org Annual Summit. Scott co-invented “Cyber Monday” in 2005 and was the founder of Cybermonday.com in 2006, a shopping site that has generated more than $2.5 million for Shop.org's scholarship fund.Veronika SonsevVeronika Sonsev is the Co-Founder of CommerceNext. She also leads the retail practice for Chameleon Collective and is a contributor for Forbes on how to grow retail and ecommerce in the age of Amazon. Having spent the last 10+ years working with some of the largest retailers and direct-to-consumer brands, Veronika has intimate knowledge of the challenges facing retail and ecommerce today. She is also an advocate for women in business and founded the global non-profit mBolden, which is now part of SheRunsit. Michael LeBlanc is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career. Michael is the producer and host of a network of leading podcasts including Canada's top retail industry podcast, The Voice of Retail, plus Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois. You can learn more about Michael here or on LinkedIn.
Sucharita Kodali, VP and Principal Analyst at Forrester Research, discusses retail sales, as the July 2021 Retail Sales report was released today, August 17th. She talks about the state of the retail sector, as well as going over department store stocks such as Nordstrom (JWN), Kohl's (KSS), and Macy's (M) and e-commerce stocks such as Amazon (AMZN), Wayfair (W), and Etsy, Inc. (ETSY). Tune in to find out more.
Sucharita Kodali, Retail Analyst at Forrester, joins Marketing Matters to talk Marketing Hits & Misses of the week and Marketing News including Amazon's mental health kiosk, "“AmaZen".
Our special guest, Sucharita Kodali, joins the podcast to share insights gained over the past decade in the retail industry, with a focus on the online shopping experience.What makes for an excellent online shopping experience? How can retailers gain customer loyalty? What were the factors leading up to the highly publicized Toys R Us downfall and what can retailers learn from that bankruptcy? We ask these questions and more of our special guest, Sucharita Kodali, a retail analyst for Forrester Research and former Marketing Director for Saks Fifth Avenue. Sucharita is truly an eCommerce expert, and she joins the podcast to share insights gained over the past decade in the retail industry, with a focus on the online shopping experience. As a former Toys R Us employee, she also provides her opinion on the company's downturn and the underlying factors that led to the bankruptcy.
Mary Epner and Sucharita Kodali say that Nike (NKE) has been leaning into digital transformation for decades and it's paying off. Also, the strong brand continues to drive consumers first and foremost to its properties, not to department stores or Amazon.
Sucharita Kodali, the VP, Principal Analyst at Forrester Research, adds her page to the Marketing Playbook. Hear what to expect with the future of retail, how retailers have adjusted their strategies in 2020, how to pivot to an eCommerce focus, detect the shiny object that is worth pursuing, and Sucharita's experience starting her career at Disney and Saks Fifth Avenue. Connect with Sucharita on Twitter at @SMulpuru and on LinkedIn
"Amazon has been on a tear for years & the pandemic only accelerated its gains in e-commerce.” Sucharita Kodali says that Amazon Prime Day should be bigger than ever, and other retailers have not succeeded in getting people to up-spending into October.
Jharonne Martis and Sucharita Kodali share their expectations for the report with Nicole Petallides, then assess where the strength lies in the athleisure space.