In this episode, Steve Dennis and Michael LeBlanc explore Birkenstock’s remarkable evolution with David Kahan, President & CEO of Birkenstock Americas. David shares how the 250-year-old brand stays authentic while captivating new generations—from the red carpet to the yoga studio. He reveals how unwavering commitment to the brand’s DNA, “engineered distribution,” and purpose-led leadership drive success. Additionally, Michael and Steve discuss major retail news, including new tariffs, TikTok, and shifting economic winds, ahead of the holiday season.
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 & CEO 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.