We stick to legacy retailers to begin this podcast, as Macy’s and JCPenney both release earnings, with one a bit in front of the other in their turnaround execution. Walmart crushes it again, to no one’s surprise—but how long can they keep up their e-commerce growth? We also discuss more layoffs (and struggles) by way of Blue Apron, and a precursor to bankruptcy for David’s Bridal. Our podcast is brought to you by Blinkist; visit www.blinkist.com/retail for a seven-day free trial.
After looking at GNC’s seeming lack of progress in terms of driving sales, we take a glance at Walmart and Target’s recently revealed Black Friday brick-and-mortar plans. From there, we discuss why Party City threw the wrong kind of surprise party after tariffs and attempted inventory controls handcuffed their retail side during the third quarter. Finally, we briefly mention Amazon’s big announcement (which broke towards the end of our recording) and more holiday shopping projections.
We begin this week’s podcast with news from Dallas surrounding details of Sam’s Club’s latest attempt at new store technology with the rollout of a new, smaller, cashier-less pilot location. From there, we look at the how and why of Hibbett’s attempted acquisition of City Gear, Retail Properties of America’s recent earnings call, and reasons why Lumber Liquidators now can’t seem to get out of their own way.
Amazon released earnings to much fanfare this week, and despite market negativity, we find reasons on the retail side to be pleasantly surprised by the call. We break down Agree Realty, who discloses plans to purchase and develop even more retail properties in the next 12 months. Additionally, CVS-Aetna gets a tentative go-ahead, and Tractor Supply Company looks to e-commerce and product selection to blister past expectations. Our podcast is presented this week by Blinkist.
After Sears’ announcement this week, both Kimco and CBL waste no time in discussing their plans for the Sears Holdings locations remaining in their real estate portfolios. From there, we discuss The Tile Shop’s latest earnings call (and why analysts are concerned about tariff impacts on the company) and Sonic’s potential final earnings call as a public company. We wrap up our show with Walmart, who announced a new partnership with Advance Auto Parts and also revealed plans for saving money with—of all things—floor wax. Our podcast is presented this week by AdRoll, the e-commerce growth platform (visit adroll.com/retail for more information).
The story we’ve been anticipating for over two years finally comes to fruition, as Sears Holdings headed into the weekend on a crash course with bankruptcy. In more positive news, we discuss Walgreens’ earnings beat and Walmart’s Canadian investment. Additionally, we dive into a c-store trends report from Koupon Insights. Our podcast is presented this week by Blinkist and AdRoll, the e-commerce growth platform (visit adroll.com/retail for more information).
We begin with Costco, who showed impressive fourth quarter e-commerce growth against a backdrop of rising wages. From there, we cover two struggling retailers seeking answers--Mattress Firm and Barnes & Noble. We finish by discussing Stitch Fix, who showed remarkable growth (and a profit) in their fourth quarter and unveiled a few new initiatives for their next fiscal year. Our podcast is presented this week by Blinkist and AdRoll, the e-commerce growth platform (visit adroll.com/retail for more information).
Bed Bath & Beyond takes a step back in terms of sales, but management hopes doing so will set them up for future probability--we discuss this as well as the Professional Retail Store Maintenance Association's annual report about what we can expect to see in 2019 from a retail maintenance perspective. After our interview with Jennifer Sherman, SVP of Product & Strategy at Kibo (who discusses changing retail fulfillment dynamics), we talk a big move for Michael Kors and ascena retail group earnings. Our podcast is presented this week by AdRoll, the e-commerce growth platform (visit adroll.com/retail for more information).
AutoZone takes center stage on our podcast this week, with not only their fourth quarter earnings call but also the official unveiling of a next-day delivery program to 80% of the U.S. We also discuss Deloitte's bullish holiday retail forecasts, the Amazon Go news from an anonymous source, and a potential credit card fee settlement for some--but not all--retailers. Our podcast is presented this week by Productsup, and AdRoll, the e-commerce growth platform (visit adroll.com/retail for more information).
Retail pharmacy hits the news in a big way this week, as a regional grocer exits pharmacy altogether and fred’s and Walgreens reach an agreement. We also discuss Target’s seasonal hiring plans, GameStop, and Tailored Brands’ latest earnings. This week’s interview guest is Matt MacInnis, CEO and co-founder of Inkling, who discusses the changing world of retail training and workplace communication. Our podcast is presented this week by myemma.com, Productsup, and AdRoll, the e-commerce growth platform.
We begin with two of our favorite retailers, as Five Below once again defies analyst expectations and Ollie’s Bargain Outlet continues to see positive comp growth. From there, we take a deep dive into RH’s efforts to boost margins and appeal to the high-end consumer once more, and look at PetSmart’s new rewards program. Our podcast is presented this week by myemma.com and Productsup; visit go.productsup.io/shop.org to book a meeting with Productsup at Shop.org.
After noting BJ’s Wholesale’s first earnings call since their IPO this summer, we discuss California-based retailer Tilly’s, and how they’ve turned around their e-commerce platform. We briefly touch on Dick’s Sporting Goods, and then break into shoe retail with DSW’s Canadian initiatives and Shoe Carnival’s endeavors to leverage their brand. Our podcast is presented this week by myemma.com and Productsup; visit go.productsup.io/shop.org to book a meeting with Productsup at Shop.org.
We begin the show with two companies that killed earnings in their own way in Target and Kohl’s, and discuss off-price in a later news segment with the latest from TJX and a suddenly resurgent Tuesday Morning. Our interview guests are Rick Kenney of Salesforce and Hilding Anderson of Publicis.Sapient, whose firms collaborated on the 2018 Shopper First Retailing Report, available at sforce.co/retailfocus. Our podcast is brought to you this week by myemma.com.
We discuss companies that elicited polar opposite reactions from Wall Street, after Walmart’s excellent quarter and JCPenney’s continued struggles to achieve proper inventory churn. Our first guest is Paul Walsh, Director of Weather Strategy for IBM Services, who discusses how weather may alter back-to-school and fall retail sales. Then, we talk to Ashley Nickle, the editor of Produce Retailer, who talks romaine lettuce, the sudden retail appeal of onions, and a Pennsylvania c-store chain committing to local produce. Our podcast is brought to you this week by myemma.com.
After leading off with what could be called a transformational quarter turned in by Office Depot, we turn our attention to the world of mattress retail, as two major players (Casper and Mattress Firm) make the news this week. Also, we discuss CVS’ latest analyst-beating quarter, and a solid quarter turned in on the e-commerce front by Vitamin Shoppe. Our podcast is brought to you this week by myemma.com.
We start with the roller coaster ride that is Lumber Liquidators, as they miss analyst expectations thanks to slightly eroding margins. Another niche mall retailer in Brookstone goes bankrupt, and we talk about why it isn’t the indictment on malls it may seem. Plus, Sprouts and Publix both released earnings this week—we look at the plan of one to cut into market share of another in Florida.
Leading off, the news on everyone’s retail radar: the proposed acquisition of SuperValu by UNFI. We discuss what it means for food distribution, and also what may happen to SuperValu’s remaining retail stores. We also talk retail occupancy rates through the lens of ROIC, a bounceback quarter from Aaron’s, and the process behind adopting fiber optic networks with our interview guest Zach Adams from ISP CrawKan.
We begin the show with our Groundhog Day-like notes from Prime Day, before breaking down how The Tile Shop’s latest earnings impressed investors despite same-store sales being down. We also touch on the IPO of BJ’s, ongoing Rite Aid-Albertsons media coverage, and Hy-Vee’s new last-mile partnership. Our interview guest is Sylvain Perrier, President and CEO of Mercatus, who joins us to discuss how regional grocers can use digital channels to better connect with their customer base.
After leading the show by discussing PepsiCo earnings and talking about what products the company will attempt to underscore in their shelf space, we look at how the altered tax code may be affecting retail development. Additionally, Walmart attempts a new c-store concept in the DFW area, and two retailers open new flagships in NYC. Our guest is Aaron Roy, Chief Product Officer at Bond, who discusses how retailers are turning to old-fashioned methods executed in a new way to connect with and retain customers.
With both hosts “opting outside”—to borrow a term from REI—for July 4th, we take a look back at three impactful interviews with retail visionaries. We begin our show by talking to Drew Ann Long, creator of Caroline’s Cart—the first-ever cart designed for the special needs population. Then, Dave Munson joins us to talk about the genesis of his company, Saddleback Leather. Finally, we catch up with grocery industry veteran Ron Rhodes, who discusses his companies’ efforts to compete with much larger competitors by beefing up his grocery’s digital game.