Mapping the Evolving Retail Landscape with David J. Katz, EVP & CMO, Randa

Mapping the Evolving Retail Landscape with David J. Katz, EVP & CMO, Randa

Joining us for the first of several episodes recorded in the Bambuser remote podcast studio/beach cabana at Mandalay Bay during Shoptalk is leading retail influencer and LinkedIn "Top Voice" David J. Katz, EVP & CMO, Randa Apparel & Accessories, one of the world’s leading fashion clothing and accessories companies, spanning 11 countries, with a portfolio of 35 owned and licensed brands, including Calvin Klein, Levi’s, Columbia Sportswear, Dickies, Tommy Hilfiger.

David shares his vast experience and perspective as we explore some of the most important evolving and emerging dynamics in retail today. We delve into the great wholesale v. DTC debate, explore how to use customer data to drive growth, and go deep on the outlook for department stores, before wrapping up with a discuss on fast-fashion's global impact.

As usual we open by dissecting the most important news of the week including how the US job market is the gift that keeps giving. Then it's on to Amazon's WTF JWO moment, insight into Shein's growing profitability, and ways the "lipstick index" may be leading us awry. We wrap up with a quick view of how a few of Steve's 2024 predictions seem to be tracking so far.

Check out Steve's Harvard Business Review article on how safe might be the new risky.

Don't miss the Leaders Leap virtual launch event on Monday, April 22nd, featuring special guests Seth Godin, Bridget Brennan, Sally Elliott, and Hal Lawton.

Pre-register here.

There are just a few more days to take advantage of Leaders Leap pre-order freebies. Go here to see the special offers.

And if you are in Dallas don't miss our in-person live fireside chat, networking, and book signing. Pre-register here.


Registration is open for a special webinar featuring Steve in conversation with Placer AI's Head of Analytical Research RJ Hottovy. From changing shopping patterns to emerging market opportunities, shifting consumer demand continues to reshape the industry. So don't miss this data-driven session unpacking the most important trends defining today’s marketplace and the strategies leading brands are using to win retail's future. It's all brought to you by Placer.AI and It all happens on Tuesday September 29 at 1pm ET..

Register here today:

https://www.placer.ai/discover-events/discover-shifting-consumer-demand

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 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

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Episoder(311)

Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

Lululemon Slides, Five Below Sizzles & Anthropic Enters Commerce, Plus Guest co-Host Anne Mezzenga Goes Undercover

Remarkable Retail Episode 311 welcomes guest co-host and longtime friend of the pod Anne Mezzenga, Founder & CEO of Retail Field Report, joining Steve Dennis and Michael LeBlanc on mic and on camera.A...

8 Sep 52min

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

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 of the Prime flywheel, Amazon...

25 Aug 1h 2min

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

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, and retail revenue up 16% year o...

11 Aug 56min

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

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% global tariff is gone, replace...

28 Jul 59min

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

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 socks, underwear, and tees into a...

14 Jul 1h

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

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, who traces her path from senior...

30 Jun 55min

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

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 take stock of retail coming ou...

16 Jun 41min

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

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 competitive divides separating w...

9 Jun 40min

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