Part one of Remarkable Retail's new feature, "The Analysts," brings together Sucharita Kodali (Forrester), Neil Saunders (GlobalData), and Simeon Siegel (BMO Capital Markets) to parse the signal from the noise. After the hosts tackling the most important retail news of the week, The Analysts take on 3 big retail stories.
This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who cut through industry chaos to reveal what really matters.
News of the Week Highlights: The episode opens with Steve Dennis and Michael LeBlanc's signature news analysis, which covers the Trump-Musk political tensions and their potential retail implications, including leadership chaos and economic uncertainty. They examine surprisingly resilient U.S. job market data, showing 4.1-4.2% unemployment despite rising layoff announcements, with a particular focus on AI's emerging threat to entry-level positions as companies like McKinsey dramatically reduce their hiring.
A significant development has emerged, with Chinese retailers Temu and Shein experiencing dramatic 50% U.S. sales declines following tariff implementations, although both companies are pivoting aggressively to European markets. The hosts analyze this as validation of tariff impacts while noting potential "brace for impact" implications for international listeners.
Eangs season wrap-up reveals telling mixed signals: Lululemon's shocking 23% stock decline despite maintaining profitability, driven by weak guidance amid increased promotional pressure; Dollar General raising guidance despite tepid 2% comp growth; and standout Five Below achieving impressive 7% comps while expanding to 1,826 stores across the U.S. The continuing collapse of second-wave DTC darlings gets spotlight treatment, particularly Rent the Runway's staggering 97% stock decline.
Sarah Shaprio's article in PUCK (gifted access):
https://puck.news/everlane-the-millennial-dtc-brands-midlife-crisis/?sharer=135890&token=b9132ffadc485c7284df8c90f0940e62