Next to Lead

Airbnb is evolving from a hotel alternative into a full-scale travel concierge. In this episode of Next to Lead, Airbnb CFO Ellie Mertz joins Fortune’s Ruth Umoh to discuss the company’s expansion into end-to-end travel services and "white space" opportunities.

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To close out a year of great conversations with c-suite talent who may very well be the CEOs of tomorrow, Ruth speaks with one of the most interesting CEOs of today, Red Lobster’s Damola Adamolekun. Damola was only 31 when he became CEO of P.F. Chang’s. Five years later, he was tapped to turn around Red Lobster after bankruptcy. He talks to Ruth about his perspective on leadership, how his time working in private equity sharpened his skillset, and how he makes high stakes decisions.

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In 2016, Philip Morris International announced a bold new mission: to deliver a “smoke-free future.” Its U.S. division—Philip Morris U.S.—is now leading that charge with a portfolio of smoke-free products, including the widely known nicotine pouch brand ZYN. Yet globally, Philip Morris International continues to sell cigarettes, fueling the very addiction it says it aims to eliminate.

In this episode, Ruth Umoh sits down with Seth Kaufman, chief commercial officer of Philip Morris U.S., to discuss what success looks like for a company trying to move consumers away from cigarettes, the ethical tensions embedded in its business model, and whether a truly smoke-free future is possible.

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How does a company founded in 1908 survive the breakneck speed of the 21st century? For Shilpan Amin, General Motors’ global chief procurement and supply chain officer, the answer has been forged through crisis leadership and quiet reinvention over nearly three decades inside one of America’s auto giants. He joins Fortune’s Ruth Umoh to reflect on how mentorship accelerated his career, what it takes to move with speed inside a massive organization, and why supply chain risk is one of the few things that still keeps him up at night.

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BNY’s Chief Commercial Officer, Cathinka Wahlstrom, joins Fortune’s Ruth Umoh to unpack how a centuries old institution is transforming itself for the next era of finance. Drawing on her nearly three decades at Accenture and her time at Alight, she explains how client obsession and following her gut has shaped her career. 

She discusses why today’s leaders have to be comfortable “living in paradox,” how BNY is adopting AI, and how it's balancing tradition and innovation.

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From consoles to cloud, Xbox is reinventing itself for an era where players can game anywhere. Xbox president Sarah Bond sits down with Fortune to discuss the company’s sweeping transformation, her approach to leadership and innovation, and how she plays to redefine the future of gaming.

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As President of Winfield United and SVP at Land O’Lakes, Leah Anderson has a front-row seat to the challenges and opportunities shaping American agriculture. In conversation with Fortune’s Ruth Umoh, she discusses the macroeconomic headwinds facing farmers, how AI can strengthen the workforce, and the path that led her to the C-suite.

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In the wake of widespread layoffs, UPS is undergoing one of the largest transformations in its nearly 120-year history. Chief commercial officer Matt Guffey explains how a leaner operating model and a sharper focus on healthcare, small and midsized businesses, and international markets are positioning the company for its next era of profitable growth.

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Rob Thomas has spent more than two decades at IBM, rising from consultant to SVP of software and chief commercial officer. In this conversation, he explains why real innovation starts close to the customer, why reading is a core leadership habit, and how IBM is shifting from “lightbulb” AI experiments to business-changing “motor” outcomes.

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Grindr calls itself “the global gayborhood in your pocket,” and since going public in 2022, the dating app for gay men has steadily expanded its reach. Behind that leap to the public markets was CFO Vanna Krantz, who previously helped launch Disney+. She joins Ruth to reflect on being a self-described late bloomer, the joy of working with teams deeply invested in their work, and what’s next for her career.

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