The Retail Pilot

Retail Revolution: Dana Telsey on Trends, Tech & the Future of Shopping


Listen Later

In this episode of The Retail Pilot, host Ken Pilot interviews Dana Telsey, CEO and Chief Research Officer of Telsey Advisory Group. They explore key trends shaping the future of retail, including AI-driven personalization, shifting consumer behaviors, and the evolution of store formats. Dana shares insights on top-performing brands like Birkenstock, Warby Parker, and Abercrombie & Fitch, along with the challenges facing luxury retail and department stores. The discussion also covers tariffs, global supply chain shifts, and the increasing role of social media in retail strategy.

Key Topics Discussed

  • Dana Telsey’s Career Journey – Her experience in equity research, investment banking, and retail strategy

  • Retail Trends for 2025 – Personalization, curation, and the growing role of AI in retail

  • Top Companies to Watch – Birkenstock, Warby Parker, Walmart, Abercrombie & Fitch, and Lululemon

  • Luxury Retail & Department Stores – The Saks-Neiman Marcus merger and the shift toward direct-to-consumer strategies

  • The Impact of AI in Retail – Enhancing personalization, content creation, and supply chain management

  • Social Media & Retail – The influence of TikTok and social commerce on brand visibility

  • The Evolution of Physical Retail – The rise of pop-up shops, smaller store formats, and experiential retail

  • Tariffs & Global Production – How supply chain shifts and economic uncertainty affect pricing

  • Nike & Sneaker Market Competition – Challenges from rising brands like Hoka, On Running, and Skechers

  • Retail Technology & Customer Experience – AI-powered POS, RFID, and real-time analytics in retail

Highlights & Key Takeaways

  • AI & Personalization – Retailers are investing in AI to refine customer experiences and optimize operations

  • Success of Top Brands – Birkenstock’s full-price strategy, Warby Parker’s store model, and Abercrombie’s resurgence

  • Luxury Retail Shifts – Direct-to-consumer is becoming the primary focus for major luxury brands

  • Retail Media Networks – Gaining traction but still proving their impact on sales and customer engagement

  • Power of Social Media – TikTok has become a critical platform for understanding emerging consumer trends

  • Tariffs & Rising Costs – Retailers are diversifying supply chains to reduce dependency on China

  • In-Store Experience Matters – Brands like Skims and RH are leveraging immersive retail environments

  • Nike’s Competitive Pressure – Facing challenges from new brands, Nike must redefine its market strategy

  • Retail’s Need for Agility – The most successful brands are those that adapt quickly to changing consumer demands


Hosted by Ausha. See ausha.co/privacy-policy for more information.

...more
View all episodesView all episodes
Download on the App Store

The Retail PilotBy Ken Pilot

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

23 ratings


More shows like The Retail Pilot

View all
Pivot by New York Magazine

Pivot

8,863 Listeners

The Glossy Podcast by Glossy

The Glossy Podcast

249 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,235 Listeners

The Daily by The New York Times

The Daily

111,507 Listeners

Up First from NPR by NPR

Up First from NPR

56,163 Listeners

The goop Podcast by Goop, Inc. and Audacy

The goop Podcast

6,773 Listeners

On Purpose with Jay Shetty by iHeartPodcasts

On Purpose with Jay Shetty

26,843 Listeners

The Journal. by The Wall Street Journal & Gimlet

The Journal.

5,914 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,151 Listeners

Huberman Lab by Scicomm Media

Huberman Lab

28,397 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,337 Listeners

Lipstick on the Rim by Sony Music Entertainment

Lipstick on the Rim

983 Listeners

The Martha Stewart Podcast by iHeartPodcasts

The Martha Stewart Podcast

441 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,946 Listeners

Fashion People by Audacy | Puck

Fashion People

147 Listeners