Remarkable Retail

What Did I Miss?

Episode Summary

We're back, with our Season 9 premier episode. Having devoted our summer episodes to our special 6-part series on accelerating retail transformation, we're taking the opportunity to unpack some of the most important stories from the past two months.

Episode Notes

We're back, with our Season 9 premier episode.

Next week we'll return with our usual format of news of the week and fascinating interviews with the retail industry's most remarkable executives and thought leaders. But having devoted our summer episodes to our special 6-part series on accelerating retail transformation, we're taking the opportunity to unpack some of the most important stories from the past two months.

We kick things off admiring the incredible recent results from the two biggest retailers on the planet (that'd be Amazon and Walmart) and dissect recent trends in e-commerce growth. Then we delve into the "stampede to value" and other critical trends before sharing our thoughts on why dollar stores seem to have hit the wall. We also marvel at the phenomenal results from Abercrombie & Fitch, wonder whether Starbucks new CEO can work his Chipotle magic, and take on the notion that there is a return to physical stores. We conclude with our view on the possibility that Nordstrom will go private and ponder whether results from Gap, Target, and Best Buy are merely a case of premature celebration.