Pulling Back the Covers on Casper Sleep with Joe Megibow, CEO

Joining us for another interview recorded live in the Bambuser remote podcast studio at Shoptalk Fall event is Joe Megibow, Casper Sleep's CEO. Joe is a veteran of both more traditional companies as well as disruptor brands, and he helps us understand the evolution of digitally-native brands, the trials and tribulations of trying to reinvent the mattress category, and how he hopes to reinvent Casper and set it on a path of profitable growth.

As usual we open by dissecting the most important news of the week including making sense of last week's US monthly retail sales report, news that the Tapestry/Capri merger is off and that 7-Eleven is looking to fend of Couche-Tard by taking the company private. We also discuss Amazon's debut of Haul, its response to Temu, before a quick dip into quarterly earnings reports from Shopify, On Running, and Home Depot. The it's deals, deals, deals as before Vuori receives a big new investment and BNPL leader Klarna looks to go public. We wrap up with the unfortunate news that Advanced Auto will close some 700 stores after another rough quarter.

Richard Kestenbaum episode.

Joe Kudla interview

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.