Decoding Luxury's Next Chapter with Puck's Lauren Sherman and featuring Guest Co-Host Ben Miller (Shoptalk)

Guest co-host Ben Miller, Shoptalk's VP of Original Content and Strategy joins to provide expert analysis and we interview Lauren Sherman, the acclaimed fashion correspondent at Puck and author of Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon

The episode kicks off with a rich news segment, where the trio unpacks the latest forces shaping retail and the economy. Amazon’s strong Q3 earnings headline the week, with third-party marketplace growth and ad revenues surging 24%. The conversation then pivots to the consumer landscape, where CPG brands lean on pricing over volume, private-label growth accelerates, and Estee Lauder’s rebound in China might hint at green shoots in luxury demand.

From there, the hosts explore the AI revolution’s ripple through the workforce, with Ben outlining how global companies are reorganizing around “agentic transformation” as human and machine intelligence increasingly converge. He notes that the average IQ of today’s AI agents already exceeds 130—with future leaps that will reshape every operating model. The segment closes with Steve’s macro overview: U.S.–China tariff recalibrations, Fed policy shifts, and warning signs of consumer softening among younger cohorts.

In the feature interview, Lauren Sherman offers a masterclass on the shifting foundations of global fashion and luxury. From the post-pandemic boom to today’s demand reset, she dissects how the Chinese slowdown, pricing strategy saturation, and the direct-to-consumer explosion are redrawing the map for brands like LVMH, Hermès, and Prada. Lauren argues that “untouchable” luxury houses are now confronting the limits of endless growth, and that resale and rental markets have permanently altered consumer psychology—embedding secondhand luxury as a normalized part of the buying journey.

She also explores social media’s transformation under AI, Hollywood’s over-reliance on fashion partnerships, and why the luxury world’s obsession with celebrity campaigns may have reached saturation.

The episode also previews ShopTalk Luxe, the new Abu Dhabi-based event connecting the global luxury ecosystem. The hosts wrap by spotlighting the AI data-center boom, the rise of GLP-1-driven nutrition trends, and the surprising revival of British department stores.

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.