Remarkable Retail Podcast

Walmart Stalls, Target Stirs & Amazon Flies, Plus Bain Capital's Scott Friend and VMG's Indy Guha

Episode 310 opens with Steve Dennis reporting back from an invitation-only Amazon analyst day in Seattle, two days focused on Prime and grocery. Steve unpacks the breadth

Amazon Surges, Luxury Splits, Wayfair Surprises, Plus Wharton's Kartik Hosanagar on Why AI Is the Customer Now

Amazon keeps raising the bar. Steve Dennis and Michael LeBlanc open with the retailer's blockbuster quarter: massive gains in AWS and advertising, staggering AI capex, an

Ulta Beauty's Amiee Bayer-Thomas on Why Stores Are Queen, Plus Wayfair's Big-Box Bet and Shein's Hong Kong Pivot

Steve Dennis and Michael LeBlanc open episode 308 with a check on Steve's number one prediction for 2026 — uncertainty reigns supreme — and it's holding up. The flat 10%

Bombas CEO Jason LaRose on Socks, Soul, and Scale — Plus Nike Stalls While Levi's and Aritzia Soar

This episode comes to you live from our pop-up studio at the CommerceNext Growth Show in New York City. Our guest: Jason LaRose, CEO of Bombas — the brand that turned soc

Tractor Supply CMO Kimberley Gardiner on the Power of "Life Out Here." PLUS : Grocery's Shaky Middle and Starbucks Convenience Pivot

Recorded live on the CommerceNext Growth Show main stage in NYC, Steve Dennis sits down with Kimberley "KG" Gardiner, Chief Marketing Officer of Tractor Supply Company, w

The Analysts Reunited: Strong Sales, Sour Sentiment, and Tough Turnarounds

Episode 304 reunites The Analysts — Remarkable Retail's celebrated panel of Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders — to

The Fuel Powering Costco's Growth, Department Store Drama, & Off-Price Domination

On Episode 304 of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc dig into a busy earnings season, the global forces reshaping retail, and the co

People-led, Tech-Powered with Walmart/Sam's Club Chris Nicholas (E), Plus Super Scaler Surge and Where Irony Goes to Die

In episode 303 of Remarkable Retail, Steve Dennis and Michael LeBlanc deliver a sharp, fast-moving episode built around a single conviction from one of retail's most infl

Reimagining the Mall with Simon Property Group's Eric Sadi, Plus Why Stores Still Matter and On Keeps Running.

In Episode 302 of The Remarkable Retail Podcast, Steve Dennis and Michael LeBlanc sit down with Eric Sadi, Co-President, North America at Simon Property Group, for a long

Retail's Great Concentration, Tapestry's Comeback, and the Dumbest Story of the Year

Amazon, Walmart, and Costco aren't just winning—they're pulling away. In episode 301, Steve Dennis and Michael LeBlanc dig into what Steve calls "Retail's Great Concentra

Episode 300: Pete Nordstrom on Culture, Customer Obsession, and Playing the Long Game

The Remarkable Retail Podcast hits a major milestone with its 300th episode—and Steve Dennis and Michael LeBlanc mark the occasion with a conversation they've been lookin

Shut Up and Play the Hits, Walmart's Big Store Bet, DTC Nuance, and CEO Turnover

What happens when retailers keep playing the hits after the audience has moved on? Steve Dennis opens with that question — drawn from his latest Substack essay — and it

The Retail Rumble (Part 2) with Ken Pilot, Steve Dennis, Lauren Livak Gilbert & Sarah Engel

Steve and Michael open earnings season for March-ending retailers with a tour of luxury's stumble. LVMH posted just 1% organic growth, with fashion and leather — includin

Live from Shoptalk: Retail Rumble (Part 1) with Neil Saunders, R.J. Hottovy, Rachel Tipograph, Kiri Masters & Anne Mezzenga

This week Steve Dennis and Michael LeBlanc bring listeners a high-energy live episode from Shoptalk Las Vegas — Part 1 of the inaugural Retail Rumble. The episode opens

Stitch Fix CEO Matt Baer, Nike's Identify Crisis, Grocery's Looming Collapse of the Middle, and Pets.Com: The Sequel

This week on The Remarkable Retail Podcast, Steve Dennis and Michael LeBlanc break down the forces reshaping retail before sitting down live at Shoptalk in Las Vegas with

Is AI Retail's New Front Door? with Bret Taylor (OpenAI Board Chair & Sierra CEO) and Guest Co-Host Neil Saunders

Steve Dennis and Michael LeBlanc are joined by guest co-host Neil Saunders, Managing Director and retail analyst at GlobalData, bringing his signature analytical rigour a

Lane Crawford's CEO Jennifer Woo on Building a Different Kind of Department Store; Plus Lululemon Struggles, Macy's Stalls, and Five Below Shines

This week on The Remarkable Retail podcast, Steve Dennis and Michael LeBlanc begin with a sweeping look at the key retail and macro stories of the week, then dive into a

"Good Bookstores Selling Good Books" Our Interview with Barnes & Noble CEO James Daunt

This week on the Remarkable Retail podcast, Michael LeBlanc and Steve Dennis unpack the retail news shaping the global economy—from the Iran war's impact on oil, freight

Iran War Shockwaves and Target’s Strategy Reset, with Guest Co-Host Kevin Ertell and Our Interview with EY's Malin Andrée & Jon Copestake

In this wide-ranging episode Steve Dennis and Michael LeBlanc are joined by special guest co-host Kevin Ertell, retail veteran, former Nike executive, and author of The S

What We Still Get Wrong About Modern Retail, Plus Get Ready to Rumble, Warby Wows, and Is Flat the New Up?

Steve Dennis and Michael LeBlanc preview their upcoming ShopTalk “Retail Rumble” appearance before diving into a wide-ranging and timely discussion on what leaders still