Will the Holidays Be Merry & Bright? Deloitte's Vice Chairman Unpacks Their Retail Forecast

Rod Sides, Deloitte's Vice Chairman and US Retail & Distribution practice leader, joins us to discuss his firms forecast for robust holiday sales. We delve into the underlying drivers, specific category dynamics, as well as which trends are likely to persist into next year. We also get Rod's perspectives on the impact of government stimulus, an increasingly challenging supply chain, on-going labor shortages and how work from home impacts the apparel market. Lastly we talk about the changing definition of e-commerce and the new (and costly) prominence of convenience in the face of shifting consumer preferences.

But first we open up the episode with our quick takes on recent retail news that caught out attention. First up we opine on Stitch Fix's earning report and strategy pivot. Then we jump into further details on Amazon's rumored "department store" plans, followed by the shocking news that physical retail isn't dead after all.

Rod Sides

Vice Chair & US Leader | Retail & Distribution, Deloitte Consulting LLP

Rod is vice chair, Deloitte LLP, and leads the US Retail & Distribution practice. He is responsible for driving key sector initiatives that include original research, talent development, and strategies that guide retailers as they navigate uncertainty, compete globally, and improve performance and profitability. A principal in Deloitte Consulting LLP, Rod has more than 25 years of experience in store operations, supply chain, procurement, back-office operations, and IT.

Steve Dennis is an advisor, keynote speaker and author on strategic growth and business innovation. You can learn more about Steve on his website. The expanded and revised edition of his bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption is now available at Amazon or just about anywhere else books are sold. Steve regularly shares his insights in his role as a Forbes senior contributor and on Twitter and LinkedIn. You can also check out his speaker "sizzle" reel here.

Michael LeBlanc is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career. Michael is the producer and host of a network of leading podcasts including Canada’s top retail industry podcast, The Voice of Retail, plus Global E-Commerce Tech Talks and The Food Professor with Dr. Sylvain Charlebois. You can learn more about Michael here or on LinkedIn.

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About Us

Steve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.

Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2025 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.