Welcome to the Arena from ICR – Conversations with Today's Innovators & Business Leaders

Back in January, we had on Julie Masino, the President and CEO of Cracker Barrel, who walked us through her strategy for transforming the brand, and gave great insights into general trends in the restaurant industry. Since it's summer time, and patio season is in full swing, we thought now would be a good time to revisit this gem.

Summary: 

What does it take to revitalize a legacy brand, while maintaining its identity? By balancing tradition and transformation, any company can breathe new life into its business and consistently evolve to meet the changing expectations of customers and employees alike.

Today's guest is Julie Masino. Julie is President and CEO of Cracker Barrel, a role she took on just over a year ago in November of 2023. Since then, she's led the company with a focus on innovation and growth drawing on her over 30 years of experience in the restaurant and retail industries. Previously, Julie served President of International at Taco Bell and before that, President of North America. She's also held senior leadership positions at Sprinkles Cupcakes, Mattel, Starbucks, and began her career at iconic brands like Godiva, Coach, J. Crew, and Macy's. 

In this episode, Julie shares her vision for the brand and the five-pillar transformation strategy she is implementing aimed at enhancing market share, guest experience, and profitability.

Highlights:

• Julie explains the opportunity she saw for Cracker Barrel (2:58)
• Julie's fiver pillar strategy for Cracker Barrel's transformation (4:25)
• Why dinner remains a key area for increasing market share (9:23)
• What updates are being made to Cracker Barrel's pricing strategy? (12:39)
• Improving facilities and team satisfaction (15:44)
• Julie highlights the metrics correlated with sales growth (18:48)
• Digital and off-premises growth (23:00)
• How Cracker Barrel is engaging younger consumers (27:05)

Links:

Julie Masino on LinkedIn

Cracker Barrel on LinkedIn

Cracker Barrel Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Dash Miller may not be a CEO, but like many of the people we feature on this show, he is a true leader, he has a vision, and he's executing on his plan.

Sometimes life forces you to grow up quickly, and that's exactly what happened to Dash. He lost his 16-year-old brother Callum after a five year battle with cancer. And out of that tragedy, dash started a unique corporate outreach campaign on LinkedIn making inspiring and grateful videos about companies that touched his family's life while Callum was in treatment.

Dash joins us to discuss the inspirations behind the campaign and the incredible responses he's received from both individuals and companies.

Highlights:

• Callum's Story (2:16)
• Dash' work at UCSF (2:58)
• Dash' work with LLS (4:08)
• Why LinkedIn? (5:23)
• Biggest Challenges (7:33)
• Nestlé (9:55)
• Hasbro (10:50)
• What's next? (12:19)

Links:

Dash Miller LinkedIn

Fundraiser Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected]

Summary:

Back in February, we were joined on the show by Stuart Haselden, CEO of outdoor apparel company, Arc'Teryx. Hearing about his retail philosophy and personal story was absolutely fascinating, so we decided to revisit the episode for listeners who may have missed it the first time around.  

You’ve heard it before: "The customer is always right." For many businesses, that’s sound advice. But for premium brands, the road to success often takes a different route. Rather than reacting to every shift in demand, it’s about staying rooted in a philosophy: delivering quality, staying authentic, and fostering relationships that stand the test of time. Today’s guest has fully embraced this approach, leveraging his brand’s strengths to set a new standard of excellence in the technical apparel market.

Stuart Haselden has been the CEO of Arc'teryx since 2021 and brings over 20 years of global experience in retail and premium brands to the company, having worked in North America, Europe, Asia, and Australia for brands such as Away Travel, Lululemon, J.Crew, and Saks Fifth Avenue.

His career began in the United States Army where he served as a Cavalry Officer—a defining experience for him that has shaped his views on leadership. It was also the beginning of a lifelong love of mountain and alpine sports, as Stuart learned to ski in the Austrian Alps while stationed in Germany. 

In this episode, Stuart shares how Arc'teryx has expanded its direct-to-consumer model while preserving the brand’s authenticity. He explains how a relentless focus on performance and innovation has fueled the company’s growth and set it apart in the competitive technical apparel space. Stuart also talks about the leadership strategies that have guided Arc'teryx’s evolution—and how they’re shaping its future.

Highlights:

• Background on Arc'teryx and the road to becoming a premium brand (2:43)
• Stuart's history in retail and how he was introduced to the opportunity at Arc'teryx (4:19)
• Stuart discusses Arc'teryx's position in the Amer Sports portfolio (7:18)
• Competition in the technical apparel field and what differentiates Arc'teryx (8:35)
• Stuart describes how Arc'teryx maintains its authenticity while it grows (10:17)
• How Arc'teryx evolved from a retail model to a direct-to-consumer approach (13:07)
• Current scale of the business (15:15)
• Stuart discusses future expansion opportunities (16:55)
• The senior team at Arc'teryx (18:43)
• Stuart's management style and the leadership techniques he learned from Mickey Drexler (20:37)
• Stuart's predictions for retail in 2025 (20:54)
• Arc'teryx's unique sustainability efforts (21:54)
• How Arc'teryx adapts its retail spaces when entering new communities (23:21)

Links:
Stuart Haselden on LinkedIn

Arc'teryx on LinkedIn

Arc'teryx Website

ICR LinkedIn 

ICR Twitter 

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Given the new administration's tariff policy and the global unease we've seen in recent months, we felt it was a good time to pick the brain of someone who's spent decades studying China's economy and its evolving relationship with the United States.

Andy Rothman is the founder and CEO of Sinology, a consulting firm that provides advice to institutional investors and companies on the opportunities and risks presented by China's economy and on the impact of changes in US China relations.

 
Previously, Andy spent 11 years working as China strategist for Matthews Asia, one of the largest active US based investors in China's equity markets. That comes after a 17-year China-focused career as US foreign service officer that included serving as the Taiwan desk officer at the State Department in the mid-nineties, and serving as head of the Macroeconomics and Domestic Policy Office at the American Embassy in Beijing.  

Andy shares his thoughts on the current trade dispute and the economic situation within China, and discusses what he's heard from Chinese business people and political officials during recent visits to the country.  

Highlights:

• Andy's history with China (1:57)
• The situation within China (4:08)
• Exports vs. domestic demand (7:09)
• Where negotiations go from here (8:41)
• Supply chain impacts (11:29)
• The tech race (13:33)
• Taiwan (14:48)
• Consumer sentiment in China (16:40)
• China's demographic challenges (20:07)
• China's capital markets (21:19)
• Planning for the future (22:45) 

Links:

Andy Rothman LinkedIn

Sinology Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

When you stop to fill up your car with gas, you might also pop into the store to grab a quick bite, or a gatorade, or that carton of milk you forgot to get at the supermarket.  One company has managed to leverage that common retail experience into a real-estate empire.

Chris Constant is the president and Chief Executive Officer of Getty Realty Corp, which trades under the symbol GTY on the New York Stock Exchange. Chris joined the company in November of 2010 as Director of Planning and Corporate Development, and was later promoted to treasurer in May of 2012, Vice President in May of 2013, CFO also in 2013 and CEO in 2016.

Today, Chris walks us through the surprising origins of Getty Realty, discusses developments in the convenience store and automotive sectors, and explains why Getty has found such incredible success working with those industries. 

Highlights:

• Getty Realty origins (4:50)
• What's a 'Net Lease REIT?' (7:07)
• Why C-stores and Auto-service? (8:00)
• How convenience stores have changed (9:48)
• Getty's advantage in the market (11:25)
• Sourcing new assets (12:48)
• Occupancy and rent (15:07)
• Potential for growth in other sectors (16:40)
• Uncertain macro environment (18:13)
• Impact of EVs (20:25)
• Dividends (21:49)
• What people miss about Getty (23:32)

Links:

Chris Constant LinkedIn

Getty Realty LinkedIn

Getty Realty Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

When you're shopping for clothes, there's a checklist of things you look for: you want them to look and feel good, you want them to last a long time, you might want them ethically and sustainably sourced, and probably most importantly, you don't want them to break the bank. In 2011 one active wear company emerged that ticked pretty much all those boxes. 

Adam Goldenberg is the CEO and co-founder of Fabletics. Adam is a seasoned entrepreneur and leader in the e-commerce industry with a proven track record of building multiple-billion dollar brands. In fact, alongside co-founder Don Ressler, Adam has generated over $10 billion dollars in sales through his company, TechStyle Fashion Group, which in addition to Fabletics, has launched other digitally-native fashion brands like Savage X Fenty, Just Fab, Fab Kids, Shoedazzle and Yitti. 

Adam launched his first company at 16, at 19 he became the youngest ever COO of a public company. He joins us to share his thoughts on e-commerce, customer retention, sustainability, and opportunities to grow the Fabletics brand.  

Highlights:

• Fabletics origins (2:50)
• Fabletics' customer base (4:48)
• Tech and personalization (5:55)
• Celebrity partnerships (7:32)
• Membership model (8:37)
• E-commerce vs. Brick and mortar retail (11:23)
• Amazon (13:54)
• Plans for growth (15:27)
• Sustainability (19:09)
• Lesson's learned (20:58)
• What's next for Fabletics (23:19)

Links:

Adam Goldenberg LinkedIn

Fabletics LinkedIn

Fabletics Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

The world has changed a lot in the last century, but it might surprise you to learn that the US power grid has remained pretty much the same. In this country, energy is by and large controlled by regional utilities with de-facto monopolies, and no real incentive to innovate. That inertia impacts the entire economy, as industrial projects are starved of the power they need to get off the ground. 

Jereme Kent is the founder and CEO of One Power Company. Under his leadership, One Power is trailblazing the creation of the customer-centric power grid of the future. Before founding One Power in 2009, Jereme led the construction of some of the world's premier wind projects. As a field engineer, erection superintendent and site manager, he has overseen more than a billion dollars in wind turbine construction. 

Jereme joins us to discuss how and why current US power infrastructure is falling short, and how the One Power model could both energize and decarbonize America's efforts to re-industrialize. 

Highlights:

• The state of the grid (3:09)
• Why we need fixes now (7:04)
• One Powers services (9:03)
• Vertical Integration (11:30)
• Digital Substations (13:54)
• Fundamental Industries (15:20)
• Sustainability (16:55)
• Net Zero (19:45)
• 10 year outlook (21:02)
• Culture of innovation (23:36)
• One Power's priorities (25:30)

Links:

Jereme Kent LinkedIn

One Power LinkedIn

One Power Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Summary: 

We may not talk about them the same way we talk about basketball or baseball players, but make no mistake, dancers are elite athletes. Their training is intense, and the competition is fierce. And with Breakdancing at the Olympics, dance content flooding TikTok, and dance competition shows all over TV, there's never been more interest in the art-form. So how do you take that global phenomenon, and harness it into a global business? 

Dan Galpern is the CEO of DanceOne. In 2023, the company was formed out of the merger between Break The Floor Productions and Star Dance Alliance, and it has become the premier producer of educational and competitive dance events, as well as the largest family of dance brands in the world. 

Dan joins us to discuss DanceOne's plans for future expansion and growth, and how their global community is raising up the next generation of world-class dancers. 

Highlights:

• The origins of DanceOne (3:48)
• Path from investor to CEO (5:41)
• DanceOne infrastructure (6:46)
• Building the DanceOne experience (8:11)
• The global appeal of dance (9:20)
• DanceOne event offerings (10:30)
• Growth opportunities (11:43)
• The power of dance (15:29)
• The DanceOne community (17:52)
• Goals for the future (20:00)

Links:

Dan Galpern LinkedIn

DanceOne LinkedIn

DanceOne Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

The increasing popularity of Asian food presents many exciting business opportunities, but also some challenges. Many of these specialty restaurants are family-owned, and lack the corporate structure you'll find at larger chains. And a lot of them are located in rural places that make centralized distribution difficult. Servicing these types of businesses requires a personal touch, and a lot of relationship building to understand their individual needs. That makes the barrier to entry pretty high, and creates a pretty large moat around the companies already established in the sector. 

That includes HF Foods Group, led by CEO Felix Lin. HF trades on NASDAQ under the symbol HFFG and they are a leading distributor of international and specialty foods service solutions to restaurants, wholesalers and other customers in the food supply chain in the United States. Before taking on the role of CEO, Felix served as President and Chief Operating Officer of HF Foods Group and has been a key part of developing, implementing, and executing on the company's comprehensive transformation plan. 

Felix joins us to discuss how HF Foods Group made such strong inroads in the Asian food market, and how they plan to leverage their position in the marketplace, and smart capital allocation, to create opportunities for future growth.

Highlights:

• The history of HF Foods (3:17)
• The popularity of Asian foods (4:53)
• Customer loyalty (5:57)
• Product offerings (8:02)
• Navigating market disruptions (10:23)
• Distribution networks (12:32)
• M & A Strategy (14:00)
• Outlook for the international food space (17:34)
• Strategic plan for HF Foods (20:04)

Links:

Felix Lin LinkedIn

HF Foods Group LinkedIn

HF Foods Group Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].

Innovating in the field of Med Tech presents a host of unique challenges. Formulating new treatments is a long and capital-intensive process. The regulatory regime for medical devices is extremely stringent. And even if you get approval, you still need to convince doctors that your treatment is safe and effective. But success in Med Tech R & D doesn't just mean profits for the company and it's shareholders, it means new treatments that can dramatically improve or even save the lives of patients. 

Jim Clemmer became the CEO of AngioDynamics in April of 2016, the company trades on the NASDAQ under the symbol ANGO. Prior to joining the company, Jim served as President of the multi-billion dollar medical supply segment at Covidien PLC where he directed the strategic and day-to-day operations for global business divisions that collectively manufactured 23 different product categories. In addition, he managed global manufacturing, research and development, operations, business development, and all other functions associated with the medical supplies business.

Jim joins us to discuss AngioDynamics' innovative products that are helping treat a range of conditions from pulmonary embolism to prostate cancer. He also explains how their continued commitment to innovation has set AngioDynamics up for future success. 

Highlights:

• The AngioDynamics Mission (4:03)
• Managing the AngioDynamics Portfolio (5:04)
• What sets AngioDynamics apart in the field (6:20)
• Meeting real-world clinical needs (7:24)
• AngioDynamics products (8:53)
• AngioDynamics approach to R&D (12:45)
• The impact on patients (15:36)
• Navigating regulation in different markets (20:06)
• The role of AI (21:35)
• AngioDynamics' balance sheet (23:01) 

Links:

AngioDynamics LinkedIn

AngioDynamics Website

ICR LinkedIn

ICR Twitter

ICR Website

Feedback:

If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, [email protected].