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 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
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
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
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
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
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
People-led, Tech-Powered with Walmart/Sam's Club Chris Nicholas (E), Plus Super Scaler Surge and Where Irony Goes to Die
In episode 303 of Remarkable Retail, Steve Dennis and Michael LeBlanc deliver a sharp, fast-moving episode built around a single conviction from one of retail's most influential retailers: the future ...
26 Mai 45min
