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IKEA vs. Puma: How APAC Giants are Solving the Retail Supply Chain Crisis
Retail in APAC is hitting a breaking point where "freshness" is no longer a luxury it's a survival requirement.
Ryf Quail and Yuen Low break down why traditional 6-month order cycles are killing brands and how AI agents are fundamentally changing how consumers discover products.
The Value Proposition: In this APAC Edition of Five Things Friday, we go behind the scenes of IKEA’s flagship evolution in Shibuya, analyze Puma’s strategic board-level shifts, and discuss the "death of search" as AI agents begin to make buying decisions for us.
Chapter Timestamps:
00:00 — Introduction: Meet Ryf Quail & Yuen Low
01:06 — The Supply Chain Trap: Why long-lead orders are failing
03:11 — The New IKEA: Why physical stores aren't withdrawing, they're evolving
04:33 — Global Comparison: Shibuya’s flagship vs. the Chinese retail model
08:12 — The AI Agent Shift: When "Search" becomes "Action"
10:33 — The Puma Play: Board seats, brand fantasy, and market influence
13:47 — Influencer Dynamics: How individual creators are outpacing brand spend
16:27 — Closing Thoughts: Is the IKEA withdrawal theory true?
📢 Subscribe for more Retail Insights!
💬 JOIN THE CONVERSATION Which trend discussed today do you think will impact the industry most? Let us know in the comments below!
🔔 SUBSCRIBE TO STAY AHEAD Don't miss the next update. Click here to subscribe: https://www.youtube.com/@theretailpodcast?sub_confirmation=1
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-retail-podcast/id1461457532
ABOUT THIS CHANNEL Welcome to the official channel of The Retail Podcast, your hub for global retail intelligence.
Whether you are an executive refining your strategy, a vendor connecting with major players, or an innovator tracking the latest tech, this channel connects you to the pulse of the industry.
What to expect:
Expert Analysis: Breaking down insights from major global conferences like NRF, Shoptalk, Web Summit, MAPIC; Euroshop and EuroCIS.
Diverse Perspectives: Hosted by a rotation of industry veterans and regional experts (APAC, US, EU).
Actionable Strategy: We move beyond the headlines to discuss real ROI, digital transformation, and the future of commerce—from AI agents to luxury fashion and grocery trends.
As part of the RetailNews.AI ecosystem, we help you cut through the noise to find what actually works in modern retail.
🌐 GET MORE INSIGHTS Visit our knowledge hub: https://retailnews.ai/
📲 CONNECT WITH US
LinkedIn: https://www.linkedin.com/company/the-retail-podcast/
Contact: [email protected]
#RetailTrends #APACRetail #AIinRetail #FiveThingsFriday #TheRetailPodcast #thefutureofretailguy
View all episodes
By The Retail PodcastRetail in APAC is hitting a breaking point where "freshness" is no longer a luxury it's a survival requirement.
Ryf Quail and Yuen Low break down why traditional 6-month order cycles are killing brands and how AI agents are fundamentally changing how consumers discover products.
The Value Proposition: In this APAC Edition of Five Things Friday, we go behind the scenes of IKEA’s flagship evolution in Shibuya, analyze Puma’s strategic board-level shifts, and discuss the "death of search" as AI agents begin to make buying decisions for us.
Chapter Timestamps:
00:00 — Introduction: Meet Ryf Quail & Yuen Low
01:06 — The Supply Chain Trap: Why long-lead orders are failing
03:11 — The New IKEA: Why physical stores aren't withdrawing, they're evolving
04:33 — Global Comparison: Shibuya’s flagship vs. the Chinese retail model
08:12 — The AI Agent Shift: When "Search" becomes "Action"
10:33 — The Puma Play: Board seats, brand fantasy, and market influence
13:47 — Influencer Dynamics: How individual creators are outpacing brand spend
16:27 — Closing Thoughts: Is the IKEA withdrawal theory true?
📢 Subscribe for more Retail Insights!
💬 JOIN THE CONVERSATION Which trend discussed today do you think will impact the industry most? Let us know in the comments below!
🔔 SUBSCRIBE TO STAY AHEAD Don't miss the next update. Click here to subscribe: https://www.youtube.com/@theretailpodcast?sub_confirmation=1
Apple Podcasts: https://podcasts.apple.com/gb/podcast/the-retail-podcast/id1461457532
ABOUT THIS CHANNEL Welcome to the official channel of The Retail Podcast, your hub for global retail intelligence.
Whether you are an executive refining your strategy, a vendor connecting with major players, or an innovator tracking the latest tech, this channel connects you to the pulse of the industry.
What to expect:
Expert Analysis: Breaking down insights from major global conferences like NRF, Shoptalk, Web Summit, MAPIC; Euroshop and EuroCIS.
Diverse Perspectives: Hosted by a rotation of industry veterans and regional experts (APAC, US, EU).
Actionable Strategy: We move beyond the headlines to discuss real ROI, digital transformation, and the future of commerce—from AI agents to luxury fashion and grocery trends.
As part of the RetailNews.AI ecosystem, we help you cut through the noise to find what actually works in modern retail.
🌐 GET MORE INSIGHTS Visit our knowledge hub: https://retailnews.ai/
📲 CONNECT WITH US
LinkedIn: https://www.linkedin.com/company/the-retail-podcast/
Contact: [email protected]
#RetailTrends #APACRetail #AIinRetail #FiveThingsFriday #TheRetailPodcast #thefutureofretailguy