In this episode of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis welcome XRC Ventures' Managing Director Pano Anthos, for a deep dive into the future of retail innovation, investment strategies, and overcoming the systemic challenges that keep great technology from scaling.

Pano shares his journey from serial entrepreneur to leading a venture fund focused on pre-seed and seed-stage investments at the intersection of retail, consumer behavior, and technology. With over 150 investments since 2015, XRC Ventures targets transformative sectors including retail media networks, the consumerization of healthcare, commerce enablement, and new distribution channels. Pano highlights examples of groundbreaking innovations—from AI-driven financial automation to diagnostics that detect autism in under two hours—that are redefining operational efficiency and customer impact.

A major focus of the conversation is retail’s organizational dysfunction, where siloed leadership and competing P&Ls create “warring tribes” that hinder adoption of transformative solutions. Pano argues that true progress requires structural change—appointing an operational leader with end-to-end responsibility for traffic and sales across all channels. 

The discussion also explores the promise of retail media, particularly in-store applications with untapped margin potential, and spatial intelligence, which can bring the precision of e-commerce analytics into physical stores. Pano shares candid insights on startup strategy, stressing that early-stage companies must demonstrate material ROI—significant EBITDA or revenue growth—to make it into a retailer’s short list of investment priorities.

About Us

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, 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. 

In this special encore episode we revisit an insightful conversation with Janet Hayes, CEO of Crate and Barrel Holdings as she shares her career journey and the brand’s $5B growth ambitions. From their visionary Flatiron NYC flagship to enhanced digital design services and significant tech investments, the iconic 60 year old home retailer furnishings retailer is modernizing for a more remarkable future.”

Janet shares leadership lessons from a remarkable career with brands like Williams-Sonoma, Pottery Barn, Nike, and Gap and, now, in her current role driving growth as the CEO of Crate & Barrel, CB2, and Hudson Grace. We delve into her perspectives on the role of technology, the changing nature of work, and more. We also get a glimpse into the drive forces behind their latest flagship store in New York's Flatiron District. 

About Us

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, 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. 

In this special summer edition of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis return to the mic for a jam-packed Month-in-Review episode. With interviews from the CommerceNext Growth Show rolling out all summer long, the duo takes a break from the regular cadence to reflect on the key developments dominating retail headlines.

Kicking things off, Michael and Steve catch up on their summer travels, from retail safaris to personal DIY projects, before diving into on-the-ground observations from recent store visits. They note intensified promotional activity, flagging department store performance, and struggling retailers like Kohl’s—whose housekeeping and inventory issues speak volumes about the deeper structural challenges facing legacy banners.

A major theme is the ripple effect of evolving tariff policies. Steve breaks down the shifting landscape of trade "deals"—or lack thereof—impacting everything from apparel to automobiles, including the end of the de minimis clause that could reshape the business model of players like Shein and Temu. While retailers have largely absorbed tariff costs for now, Q4 pricing and profitability are big question marks, particularly for cash-strapped players.

The conversation turns to macroeconomic conditions and a surprisingly resilient U.S. consumer. However, Steve warns against viewing “the consumer” as a monolith, emphasizing growing bifurcation between income brackets. The luxury market underscores this divide—Hermès continues to thrive, while Gucci and more aspirational brands struggle, and Saks Global faces mounting losses and vendor tensions.

The episode also unpacks Amazon’s latest earnings, with standout 23% growth in ad sales, despite investor jitters around AWS and an uncertain outlook.

Other hot takes include AI’s expanding role in customer interaction, the controversy around American Eagle’s “gene/jeans” ad featuring Sydney Sweeney, and the headline-grabbing soap opera surrounding Hudson’s Bay’s failed resurrection attempt in Canada.

Looking ahead, Michael and Steve preview August retail earnings, the fall retail conference season, and the ongoing evolution of AI-enabled search. 

About Us

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, 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. 

In this insightful summer bonus episode of the Remarkable Retail podcast, we welcome Stuart Hogue, Lands' End, Senior Vice President, US Consumer, for a fast-paced conversation recorded live at the CommerceNext Growth Show in New York City. Stuart brings a wealth of brand experience—spanning time at Nike and a passion for brand strategy shaped by none other than fellow podcast guest Scott Galloway—and shares how Lands; End is evolving while staying grounded in its heritage.

Founded in 1963 as a sailing outfitter, Lands' End has evolved over the decades from a catalogue stalwart to a digitally savvy harmonized retailer. Stuart walks us through how the company continues to build on its legacy of quality, durability, and classic American style, while embracing modern retail strategies—from digital marketplaces and fashion drops to AI-driven customer discovery.

Stuart details Land's Ends; successful expansion into platforms like Nordstrom.com and Amazon, where clever use of data helped make their Bedford quarter-zip sweater a top seller. He emphasizes the importance of aligning product selection with platform-specific customer mindsets, demonstrating a sharp and disciplined approach to marketplace strategy.

We also delve into how Lands' End achieved surprising viral success through personalized tote bag pop-ups in Soho, which not only drove younger customer engagement but also created powerful emotional brand moments that were amplified organically through TikTok. The brand's strategic move toward monthly product drops has helped introduce newness while preserving customer loyalty around legacy franchises, such as Tugless swimsuits, no-iron chinos, and its legendary Squall jackets.

Stuart shares thoughtful insight into omnichannel retail, calling it less about technology and more about being present at key customer moments across touchpoints. He highlights the growing influence of AI agents. He emphasizes the need for brands to prepare for a new era of product discovery, where brand authority and relevance across marketplaces become increasingly crucial for staying top of mind.

About Us

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, 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. 

In this special summer episode of the Remarkable Retail podcast, recorded live at the CommerceNext Growth Show in New York, we welcome Jeannie Yoo, CEO of Draper James, for a wide-ranging conversation on the brand's growth trajectory, the power of celebrity in retail, and the rise of human-centric retail experiences.

Jeannie brings two decades of fashion retail experience to the table, from her early days at Michael Kors and Coach to leading the luxury house Adam Lippes. Now nine months into her role at Draper James, Yoo is steering the Southern-rooted lifestyle brand—founded by Reese Witherspoon—through its next stage of growth, marked by its 10th anniversary "decade tour" and a sharpened focus on customer connection.

Yoo discusses how Draper James defies the "digitally native" label, thriving through retail stores, with licensing and pop-ups that foster personal, local, and sensory experiences. While the brand's celebrity origin story is foundational, Yoo emphasizes how its growth is now powered by inclusive pricing, joyful storytelling, and a culture of Southern hospitality. Reese Witherspoon remains involved, but the brand is scaling under Yoo's operational leadership and with the backing of Consortium Brand Partners.

Central to the conversation is Yoo's take on "human-centric retailing"—a strategy rooted in community engagement, elevated in-store experiences, and product innovation informed by customer passions for gardening, books, and food. She describes how Draper James curates joy through both product and experience, emphasizing quality over quantity in an era of fashion abundance. Technology, particularly AI, plays a role, but not the leading one. The focus, she notes, is on enabling smarter, more efficient work—not replacing human intuition or creativity.

Looking ahead, Yoo sees North American expansion—especially retail and licensing—as the brand's most significant opportunity before tackling global markets. She also reflects on her leadership style, which has been forged in both large organizations and niche luxury brands, allowing her to scale thoughtfully without losing the emotional resonance that makes Draper James special.

About Us

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, 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. 

In this insightful episode of the Remarkable Retail podcast recorded live at the CommerceNext Growth Show in New York, Sarah Henry, Vice President, Head of Content, Influencer & Commerce at Walmart, discusses how one of the world's largest retailers is at the forefront of digital innovation. Sarah shares her journey from classical pianist to marketing executive, charting her unique path into eCommerce and social media leadership.

The discussion dives deep into how Walmart is meeting the evolving expectations of Gen Z and Gen Alpha consumers. Sarah explains how the boundaries between brand discovery, engagement, and purchase are transforming, particularly for younger demographics who now discover products on social platforms more than in physical aisles or via traditional search engines. She shares insights into Walmart's strategic shift, including the rollout of the "Who Knew?" campaign, which highlights surprising products and services available through Walmart, ranging from exclusive Pokémon cards to stylish fashion from brands like Free Assembly.

A central focus of the conversation is "Walmart Creator", the brand's in-house platform launched to streamline influencer engagement and power social commerce. Sarah explains how this platform connects tens of thousands of creators directly with Walmart's ecosystem, enabling shoppable content that seamlessly bridges inspiration and transaction.

The conversation also touches on the increasing role of artificial intelligence in commerce. Sarah emphasizes the balance between technology and human creativity, asserting that Walmart's approach is "tech-led and people-powered." She discusses how AI is being used to support creators, personalize experiences, and enhance the customer journey, while remaining cautious about authenticity and scale.

Sarah offers a look at attribution and measurement, acknowledging progress while recognizing room for improvement. She also shares her excitement for the future of social commerce and the continued growth of the creator economy as a legitimate career path. Throughout the episode, she underscores the importance of adaptability and real-time testing in a retail landscape that is changing by the day.

About Us

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, 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. 

In the first of our 8-part summer series produced in partnership with CommerceNext, our guest is  Ken Pilot—retail executive, tech investor, and host of The Retail Pilot: Leaders & Legends podcast.

Ken's legendary career spans decades and includes pivotal roles such as President of Gap Global, Factory Stores at Ralph Lauren, and leadership positions at J.Crew, American Eagle, and ABC Carpet & Home. He takes us behind the scenes of launching Gap Outlet, transforming a single underperforming store into over 100 high-margin locations in just 36 months, ultimately making it the most profitable division at Gap. 

The conversation then shifts to current macro challenges, particularly tariffs and global sourcing. Ken unpacks the "tariff math" few are talking about, warning that even modest increases could wipe out 10 points of margin, especially for smaller brands without pricing power or manufacturing flexibility. He anticipates a hit to Southeast Asia, outlines strategic moves by companies like Gap to diversify sourcing, and speculates on the economic implications for North American retail.

Next, Ken delves into the retail tech landscape, providing a forward-looking perspective on Generative Engine Optimization (GEO), the emergence of natural language search, and how retailers must adapt both on-site and externally to remain visible and competitive. He highlights the companies he's advising and investing in, including "Curated For You" (an AI-driven occasion-based merchandising platform) and "Raspberry AI" (tools that help designers iterate visuals from sketches to campaign-ready assets). He also discusses the creative tension AI can introduce and how forward-thinking teams are adapting.

Finally, we examine the potential of Retail Media Networks (RMNs) as an underutilized profit stream, particularly in a high-cost, low-margin environment. Ken balances caution with optimism, emphasizing the need for retailers to experiment, remain agile, and stay laser-focused on the customer and core product offering.

About Us

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, 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. 

In this Season 10 finale of The Remarkable Retail Podcast, Steve interviews Vuori CEO & Founder Joe Kudla live on-stage during the closing keynote of the CommerceNext Growth Show in New York. Steve and Michael also are on-stage for a session gleaning the top retail trends of the year so far and set the stage for what's most important to focus on the balance of the year.

Instead of covering the week's headlines, Michael and Steve zoom out to examine the trends that have defined the year thus far. Tariff turbulence remains the dominant storyline, with the July 9th extension deadline looming and limited trade progress made—raising uncertainty about supply chains, pricing, and margins. Retailers are already grappling with rising costs and making difficult decisions about whether to absorb the impact through vendor, consumer, or margin adjustments.

They spotlight a troubling acceleration in store closures, forecasting 2025 as a record year for retail contraction, particularly in drugstore and department store categories. Meanwhile, growth continues to concentrate, with Amazon, Walmart, and Costco accounting for over half of all incremental retail gains. Smaller out-performers, such as Vuori and Abercrombie, stand out, but the middle is collapsing through a combination of unremarkable business designs and lackluster execution.

The hosts also analyze the contrasting fortunes of Walmart's soaring apparel success versus Target's continued slump and reflect on emerging disruption from agentic AI—potentially reshaping how consumers search, shop, and connect with brands. With luxury contraction predicted for the first time in 15 years and labor dynamics in flux, retailers face a complex and volatile landscape.

Then, it's over to an on-stage interview with Vuori CEO & Founder Joe Kudla, who joins Steve live for the closing keynote at the CommerceNext Growth Show in New York City for a candid and inspirational conversation about scaling a lifestyle brand with purpose. Joe shares how Vuori—rooted in the beachside town of Encinitas, California—pivoted from a near-collapse to a $5.5 billion valuation last year, thanks to an obsessive focus on product quality, fabric innovation, and deep community connection.

Kudla walks listeners through Vuori's growth strategy: starting with DTC success, expanding to wholesale, and now operating over 80 physical stores—each serving as a local brand hub. He discusses how in-person retail drives stronger omni-channel customers and why authenticity in influencer partnerships is more important than ever in a crowded media landscape.

As Vuori expands globally with new stores in London, Shanghai, and Seoul, Joe remains grounded in his role as the brand's chief product evangelist and men's fit model. His leadership lesson? Stay vulnerable, stay curious, and always lead with great products.

About Us

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, 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. 

In the latest episode of Remarkable Retail, Michael LeBlanc and Steve Dennis return with a their hot takes on the week's top retail headlines.

The duo begins with a macroeconomic update, including political gridlock in the U.S. over the "Big Beautiful Bill," the Fed's inflation outlook, and uncertainty surrounding consumer spending. They then break down TikTok's extended 90-day reprieve, speculate on Amazon's motivation behind extending Prime Day to four days, and assess the e-commerce giant's recent shift in tone regarding AI impacts on future hiring needs The hosts also spotlight Walmart's surprising 23% growth in online apparel sales, consider the luxury sector's first contraction in 15 years, and dig into a new Profitero study that reveals digital channels now influence 64% of retail transactions—emphasizing the needs to break down silos and implement a harmonized shopping experience.

Then it's over to this week's featured guest: Mark Irvin, Best Buy's Executive Vice President and Chief Supply Chain Officer. With more than 12 years at the retailer and a deep background in logistics, Irvin pulls back the curtain on what it takes to operate one of the world's largest and most complex retail supply chains. 

From visibility and speed to adaptability, Irvin outlines the three pillars of Best Buy's evolving logistics strategy. He explains how they leverage AI-driven sourcing to reduce delivery errors, digital twins to simulate future supply networks, and a growing control tower to dynamically reroute inventory in response to global disruptions—like the Panama Canal's low water levels or shifting geopolitical challenges.

He also details Best Buy's commitment to sustainability, including partnerships for electrified freight and aggressive reverse logistics programs to refurbish or responsibly dispose of aging tech. The conversation wraps with a preview of his upcoming keynote at NRF's Big Show Europe in Paris, September 16-18., where he'll explore the future of retail supply chains and what it takes to deliver exceptional customer experiences by 2030.

About Us

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, 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. 

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.

About Us

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, 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.