Keeping the Soul in the Sole: Birkenstock Americas President & Managing Director, David Kahan on Constantly Reinventing a 250-Year-Old Icon

The episode begins with a deep dive into the latest retail and economic headlines that are shaping the landscape. Steve and Michael dissect the U.S. government shutdown, its ripple effects on employment, and how cost-cutting in Washington could further weaken an already fragile job market. They then examine new tariffs on furniture, cabinets, and agricultural exports, highlighting how the policies are squeezing retailers and farmers alike—particularly soybean producers, who have been hit hard by China’s retaliation.

The hosts also analyze the latest on TikTok’s uncertain U.S. future, as political maneuvering opens the door to a controversial joint venture involving major tech and media figures. In retail performance, Costco’s continued dominance and Nike’s early turnaround efforts take center stage, as both giants adapt to shifting consumer sentiment and inflationary pressure. The segment concludes with a discussion of AI’s growing impact on the workplace, holiday hiring trends, and how discretionary spending and de minimis trade rules could redefine retail economics on both sides of the border.

Then, in a wide-ranging interview, David Kahan, President & Managing Director, Birkenstock Americas delivers a masterclass in brand stewardship and retail strategy. He traces Birkenstock’s roots from a humble German cobbler to a global fashion phenomenon—revealing how the brand’s success rests on “never deviating from its DNA.” Every product begins with the footbed, he says, making comfort, health, and purpose inseparable from style.

Kahan credits Birkenstock’s ongoing cultural resonance—from the Barbie movie to red carpet collaborations—to disciplined brand management and “engineered distribution.” He explains how each Birkenstock store is a unique community experience, blending tactile engagement with hyper-local curation. The conversation also touches on leadership philosophy, emphasizing humility, trust, and an unwavering focus on brand equity over short-term sales.

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.