Shannon kicks things off with an announcement: The Steel CodCast is moving from seven days a week to five. The weekend episodes are stopping after this one. The lineup stays the same — Mailbag, sales deep dives, guest episodes, and the Retail Council — just tighter and more focused, Monday through Friday.
Then Anthony Fors and Jon Beresford get into four Retail Council questions that cover a lot of ground.
The first one asks which brand failed at the luxury repositioning — and the council's answer is unambiguous: JennAir. Not struggling, not stumbling — failed. Availability, support, reliability, and product execution came back as consistent themes. Monogram was the overwhelming answer for who got it right. Anthony has spent time inside JennAir and respects the people there, and he says that. But his take is clear: they're being asked to win a fight their parent company has never fully equipped them to win. Whirlpool committed to the marketing story before the infrastructure existed to support it. The Culinary column refrigeration failure at launch is the cleanest example of that gap. The Noir interior forces an aesthetic on the buyer instead of offering the choice that luxury buyers expect. One council member floated the idea that Whirlpool would have been better off pushing KitchenAid up to the luxury tier instead of acquiring JennAir — Anthony thought about it and found it hard to argue against, even though the mass brand association problem would have followed them there too.
Kalamazoo comes up in the context of being widely recognized as one of the best outdoor grills on the market but barely showing up in floor conversations. The council split on distribution vs. pricing as the root cause. Anthony's position: pricing never entered his Kalamazoo conversations because when you truly understand the product, price becomes a proof point. He endorses the selective dealer philosophy — find worthy partners and invest deeply. But the council result makes him think twice: true luxury players across North America who have never been approached to carry the line. The model is right. The reach may need to expand.
The dishwasher question excludes Bosch and Miele and asks what's most underappreciated. KitchenAid and ASKO. KitchenAid has been getting better quietly — rack geometry, reliability, fan drying, and price points that fill genuine gaps. It should be competing directly in Bosch conversations and it isn't. ASKO is the secret club brand — if you know it, you love it. Sub-Zero Wolf's matching dishwasher for years, for good reason. The honest limitation is service and parts, and once that aligns, there's nothing stopping it.
The Smeg question is the most forward-looking. This isn't the retro Smeg with the colorful countertop appliances. It's a full professional kitchen suite — ranges, cooktops, refrigeration, dishwashers, hoods, built-in coffee — walking directly into Bertazzoni and Folgore territory. The biggest competitive threat, Anthony argues, isn't either of those brands. It's Fisher & Paykel, which has spent years building relationships with architects, kitchen designers, and sales floors. Smeg is a design brand entering a market where the design community already has those relationships in place. That's a positioning problem — and it's the harder one to solve.
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🔗 Referenced this episode:
→ Monogram repositioning episode: https://www.podbean.com/eas/pb-nsimf-1af9d49
→ SCRC July 17th (stagnant brands): https://www.podbean.com/eas/pb-uh3pz-1b11fc9