As far as the news portion of the podcast is concerned, we touch on Kroger’s recent investor conference and their rebranding announcements, followed by Sally Beauty earnings and a study from UBS that made headlines regarding mall food courts. Our interview guest is Dani Cushion, CMO at Cardlytics, who joins us to discuss Cardlytics’ recent holiday data and break down potential opportunities for retailers on the marketing front.

As earnings season gets under way, we go beyond the main earnings metrics for Carter’s to find that children’s clothing retail may be more robust than thought, especially given declining birth rates. From there, we take a look at Walgreens’ front-store sales and an earnings call from ROIC that suggests neighborhood shopping centers are popular as ever. We close by discussing Amazon’s latest grocery delivery efforts and Wayfair’s quest to stop hemorrhaging money.

As earnings season gets under way, we go beyond the main earnings metrics for Carter’s to find that children’s clothing retail may be more robust than thought, especially given declining birth rates. From there, we take a look at Walgreens’ front-store sales and an earnings call from ROIC that suggests neighborhood shopping centers are popular as ever. We close by discussing Amazon’s latest grocery delivery efforts and Wayfair’s quest to stop hemorrhaging money.

With their latest earnings report, privately-held Albertsons appears to be trending in a positive direction. We lead our show with a deep dive and positives and negatives from their second quarter information. From there, we discuss a new report from the NRF that suggests November imports will be on the rise as a result of potential tariffs, and Major League Baseball opening a flagship store in NYC against significant headwinds. We close with a quick discussion of Five Below’s new gaming venture and Mark Tritton leaving Target to take the reins at Bed Bath & Beyond.

With their latest earnings report, privately-held Albertsons appears to be trending in a positive direction. We lead our show with a deep dive and positives and negatives from their second quarter information. From there, we discuss a new report from the NRF that suggests November imports will be on the rise as a result of potential tariffs, and Major League Baseball opening a flagship store in NYC against significant headwinds. We close with a quick discussion of Five Below’s new gaming venture and Mark Tritton leaving Target to take the reins at Bed Bath & Beyond.

We lead the show with an intriguing study from First Insight that suggests price elasticity may be declining across most apparel categories as well as home goods. After discussing the potential implications for retailers, we move on to Costco’s latest earnings call, and then to the NRF’s yearly holiday sales projections. As we conclude the show, we look at Kroger’s solution to a potential food desert after a store closure and a list of potential retail bankruptcies in the next 12 months.

We lead the show with an intriguing study from First Insight that suggests price elasticity may be declining across most apparel categories as well as home goods. After discussing the potential implications for retailers, we move on to Costco’s latest earnings call, and then to the NRF’s yearly holiday sales projections. As we conclude the show, we look at Kroger’s solution to a potential food desert after a store closure and a list of potential retail bankruptcies in the next 12 months.

Amidst an ongoing turnaround plan, Pier 1 puts forth a difficult quarter but hopes their strategy will begin to pay off for the holidays. Meanwhile, more rumors surround a potential deal between two REITs and Forever 21, and we discuss convenience store operators’ relative optimism for the winter season. We wrap up by looking at IKEA’s new smaller store in Queens and projections for a potential decline in Halloween sales.

Amidst an ongoing turnaround plan, Pier 1 puts forth a difficult quarter but hopes their strategy will begin to pay off for the holidays. Meanwhile, more rumors surround a potential deal between two REITs and Forever 21, and we discuss convenience store operators’ relative optimism for the winter season. We wrap up by looking at IKEA’s new smaller store in Queens and projections for a potential decline in Halloween sales.

Projections come out from Deloitte and AlixPartners suggesting the holiday season may see a robust increase in sales year-over-year, countering a more bearish outlook from Wells Fargo. We discuss this, as well as hhgregg (or H.H. Gregg, depending on which style you prefer) making a foray back into brick-and-mortar. Additionally, we take a look at Sears Hometown & Outlet Stores earnings, a full rollout of new technology from Meijer, and Stage finally handing over the keys to Gordmans.