The Modern Retail Podcast

Last week, DoorDash announced it’s buying Instacart for $17 billion, indicating DoorDash’s ambitions to become an indispensable retail partner.

It’s a reminder that companies like DoorDash, Uber and Instacart are now positioning themselves as discovery platforms and not just pure logistics providers. 

The apps have come a long way from users opening the app strictly to order from their favorite restaurants. These platforms are now places to go and discover new products, try new brands, and even compare deals. This shift has helped justify expansion into new retail categories and building ad businesses targeted at brands.

On this week’s Modern Retail Podcast, senior reporter Gabi Barkho is joined by executive editor Anna Hensel to discuss the implications of the merger.

In this episode, they cover:

From oral care to shower filters, many categories are bleeding over into the so-called wellness space.

That begs the question: What exactly constitutes a wellness product?

This episode of the Modern Retail Podcast explores the blurring boundaries of the health and wellness market. To discuss this phenomenon, host Gabi Barkho is joined by Glossy West Coast correspondent Lexy Lebsack and Rachel Hirsch, founder and managing partner at Wellness Growth Ventures, which has invested in brands like BelliWelli and Flaus.

The episode breaks down the definition of a wellness product as the category increasingly intersects with food, beverage, beauty and even home gadgets. The panel also delves into growth areas and trends to watch, including hormone health, oral care, gummy supplements and GLP-1 support, highlighting how major retailers and brands are adapting to this convergence.

This episode dives into:

Halloween is no longer just for children trick-or-treating. The holiday has transformed into a multi-billion-dollar season increasingly fueled by adult consumers.
On the latest episode of the Modern Retail Podcast, senior reporter Gabi Barkho explores the "Adultoween" phenomenon alongside Katherine Cullen, senior retail analyst at EY and Danielle Sporkin, senior vp of media & marketing for Ferrero North America.
From lawn animatronics to spooky cocktails, adults are spending more time and money celebrating Halloween than ever before. In this episode, we’ll explore what’s driving this trend, how brands and retailers are adapting, and what it means for the broader retail landscape. And this growth is being reflected in the sales figures. According to NRF data, consumer spending on Halloween is expected to reach $13.5 billion this year, up from $8 billion in 2012.
This episode gets into:

Peer-to-peer resale platform Depop is trying to differentiate itself from the competition through the power of music.
Driven by data showing that 56% of the Depop community attends live music events, the company recognized there is an opportunity to cater to users scrolling its app for secondhand concert looks. To capitalize on this insight, the company scaled its popular shop drop model, in which prominent musicians list items directly from their personal wardrobes. To date, it has collaborated on drops with the likes of Kacey Musgraves, Zara Larsson and Olivia Rodrigo.
Beyond digital storefronts, the London-based company is also increasingly showing up at global music events, such as sponsoring Rodrigo's 2026 Daisy Chain Fields Festival with an interactive pop-up featuring secondhand apparel and accessories. And this year, the company named Larsson the face of its global 360 campaign.
This week, Steve Dool, senior director of brand and creative at Depop, joined the Modern Retail Podcast to break down the company’s music-focused marketing strategy. He discussed:

Amazon’s Prime Big Deals Days has fundamentally altered the retail calendar, turning October into the official kickoff for holiday shopping. What started out as a summer event has expanded into a crucial Q4 marker. The deals are now driving consumers to research and buy earlier each year amid sustained inflation.

In just a few short years, the fall event has become a key acquisition channel and testing ground for sellers ahead of Black Friday. Consumers are increasingly researching deals days in advance, comparing prices and deals before making purchases.

On this week’s Modern Retail Podcast, executive editor Anna Hensel and senior reporter Gabriela Barkho are joined by Joe O’Connor, senior director of innovation and growth Tinuiti, to discuss the evolution of Amazon's Fall Prime Day.

This episode dives into:

Three years since the debut of TikTok Shop, brands are still weighing whether it’s worth investing in the social commerce channel.

In the past year, Whisker, the maker of Litter Robot, finally took the plunge, joining TikTok Shop primarily to secure an early adoption advantage on the platform and reach younger demographics like Gen Z and Gen Alpha.

Whisker CMO Hew Loyd joined this week’s Modern Retail Podcast to discuss the pros and cons of DTC brands betting on TikTok Shop.

Despite being a high-consideration item at $699, Litter Robot found early success on TikTok Shop due to its unique, visually-appealing features. The product’s automated self-cleaning process is what the company calls a "thumb stopper” for audiences, which gets curious users to pause and see how it works. This virality and subsequent TikTok Shop sales have created a halo effect for the brand, with Whisker anticipating that its TikTok Shop presence will drive sales across other channels, like its direct-to-consumer website and Amazon.

In this episode Loyd discusses:

Increasingly, people are asking ChatGPT, Claude or Gemini for product recommendations, and it's changing how brands position themselves online.
Brands are used to optimizing their products for physical shelves and digital storefronts. But now, they also increasingly have to think about the AI shelf, a concept recently outlined by tech writer Deana Burke in the newsletter Boys Club. Burke decided to test AI bots by creating a completely fictional natural deodorant brand to see if she could get it recommended on the AI shelf. And the experiment actually worked.
As product discovery evolves from the physical shelf to the digital shelf, and now to the AI shelf, there are a few question marks. How do these algorithms decide which products to surface? And if you're an emerging brand, how do you ensure your products take space on that AI shelf?
Joining the Modern Retail Podcast this week to unpack the AI shelf revolution is Jessica Wright, senior vp of product at Spins Foundry.
This week’s podcast episode digs into:

Footwear brand Rothy's, which crossed $211 million in sales last year, is an example of a company that has managed to successfully navigate the volatile direct-to-consumer shoe category, even as competitors like Allbirds have failed.

Brands that began as strictly DTC are increasingly looking at what they can do to survive and grow beyond just putting out digital ads. But doing so without burning money is a challenge and requires discipline. 

So how has Rothy’s not only survived but stayed profitable at a time when many of its DTC-era peers have gone under? By growing its operations intentionally, according to Rothy’s CEO & president Dayna Quanbeck, who joined the Modern Retail Podcast this week.

Quanbeck said the company’s current challenge is to “not be distracted” by all the growth and to practice patience to avoid expanding too soon. It’s a trap that other DTC footwear brands have fallen into over the past decade. As such, Rothy’s is testing physical retail concepts while balancing them with a sustainable footprint. 

This week’s podcast episode digs into:

These days, it is borderline expected that brands will use artificial intelligence in at least some capacity as part of their marketing. But they also have to tread carefully; otherwise, consumers may slam them with “AI slop” allegations.

As a result, more companies are creating playbooks for how they approach these tools in consumer-facing campaigns. Some, like Coca-Cola, have doubled down on using AI-generated ads despite initial backlash. On the other end of the spectrum, there’s REI, which pulled an AI-generated Facebook ad after consumer backlash, saying the use of AI does not align with the company’s sustainability mission. 

This episode takes a behind-the-scenes look at one brand’s approach to using generative AI in its marketing creatives. Boll & Branch, known for its premium bedding, bath and home essentials, largely sells through its DTC website and stores. The brand has been gradually using AI tools to create imagery and campaign copy for its marketing channels. This week, Kristen Deyko, chief creative officer of Boll & Branch and the person leading the brand’s use of AI tools for marketing, joins the Modern Retail Podcast to discuss the playbook.

This week’s podcast episode digs into:

Fragrance continues to dominate the beauty sector in 2026, but it's increasingly showing up as a differentiator in other sectors like personal care and household essentials.
This week on the Modern Retail Podcast, special projects editor Melissa Daniels speaks with Diana Melencio, general partner at XRC Brand Capital Fund, about the ways companies are using fragrance to set themselves apart.
“On the shelves of Target and Walmart in the traditional laundry and household cleaning aisles, you're going to start seeing more premium products that have that differentiated scent architecture," Melencio said.
Melencio, who is actively looking to invest in the space, has looked at the growth of fragrance and highlights how companies like genderless fragrance company DedCool and sanitizer brand Touchland are commanding elevated prices and prime retail spots in places like Sephora. At the same time, legacy companies like Unilever are ramping up their fragrance opportunities while trying to ensure that they're not alienating price-conscious consumers.
XRC's research shows that fragrance grew 15% in mass and 5% in prestige in 2025, which outpaces every other beauty segment. Melencio and Daniels discuss the ins and outs of why fragrance has become so popular and how brands across categories are looking to capitalize on the trend.
Their conversation gets into: