2024 Retail Predictions Unpacked (Part 1)

2024 Retail Predictions Unpacked (Part 1)

We're all about accountability on the Remarkable Retail podcast, so as we bring this season to a close once again it's time to grade Steve on 2024 predictions. In part 1 we dig into six of his baker's dozen of retail prognostications, which include:

1. The bifurcation of just about everything accelerates.

2. For many brands, flat is the new up.

3. AI: This time its personal.

4. The D continues to come out of DTC—except for top vendor brands

5. There is a culling of the once and future unicorn herd

6. Honey, I shrunk the store (again).

But we start with the retail news that caught our attention this week including lots of deals in the news: the end to the Kroger/Albertson's merger, the likely beginning of Saks and Neiman's, a possible go private transaction on the part of Walgreens, and yet another activist takes on Macy's. Then we assess Tik Tok's future in the US, before wrapping up with earnings news from Costco, Lululemon, and RH.

Steve's Prediction from Forbes (Part 1)

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The Great Vanilla Fudge from the Ed Sullivan Show: Keep Me Hanging On!

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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 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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