Claim OwnershipThe Modern Retail Podcast
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The Modern Retail Podcast is a podcast about all the ways the retail industry is changing and modernizing. Every Saturday, senior reporters Gabi Barkho and Melissa Daniels break down the latest retail headlines and interview executives about what it takes to keep up in today’s retail landscape, diving deep into growth strategies, brand autopsies, economic changes and more
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This week's Modern Retail Podcast kicks off with co-hosts Gabi Barkho and Melissa Daniels discussing the Kraft Heinz breakup. The split was announced 10 years after a merger between the corporate giants and reflects a broader trend among mega-conglomerates that are splitting or dividing up their portfolios due to changing consumer behaviors. Then they discuss Starbucks' health-conscious play with a new protein-packed cold foam to launch on September 29 alongside a new line of protein lattes.
Then during the featured segment (15:19), Daniels is joined by Jessica Rolph and Rod Morris, co-founders of the Montessori-inspired toy company Lovevery. The 10-year-old company, which raised $132 million and brought in $237 million in revenue last year, most recently launched into Walmart. Their interview goes behind-the-scenes into how established direct-to-conusmer brands bring a fresh approach to a retail expansion, like using customer feedback and Walmart's insights to come up with new products, how to offer the same quality toys at a lower price point meant for mass audiences and balancing a national launch amid day-to-day operations
This week on the Modern Retail Podcast, co-hosts Gabi Barkho and Melissa Daniels get into the news of President Donald Trump signaling the potential for higher tariffs on the furniture sector, and what it means for companies in the space. Then they get into the trend of travelers deciding to go to Europe for luxury shopping sprees in order to scoop up designer goods without any tariff-related cost increases.
Then for this week's featured segment (16:30), Daniels is joined by Sonia Lapinsky of Alix Partners to recap how consumers spent this summer. They get into the nuances of deal-seeking behavior at a time when people are still adjusting to high inflation and increased prices, and how to best capture a fickle consumer. Lapinsky unpacks topics like: why even customers who trade down care about brand, how pulled-forward demand could impact Q4 and how brands can navigate the dual challenge of increasing costs and a highly promotional environment
This week on the Modern Retail Podcast, co-hosts Gabi Barkho and Melissa Daniels get into the big news of Target CEO Brian Cornell stepping down. Cornell will move over to be executive chair of the board, and be replaced by Target vet Michael Fiddelke.
On this week’s rundown, the team also discusses the latest investment Amazon is making in its grocery business as it evolves. The company announced free same-day delivery service for fresh groceries to over 1,000 U.S. cities and towns.
Then, for the featured segment (18:20), Barkho and Daniels are joined by investor Mike Duda of Bullish for an in-depth conversation about the many challenges startup brands are facing right now. The segment covers the challenges of fundraising and growing a young business, advice on how to market more effectively by spending less on social advertising, and other ways savvy brands can stand out in this tough market. In the segment, they discuss:
How the macro environment, tariffs and the overall decline of consumer sentiment is affecting retail brands
What it takes to fundraise in a competitive climate
How to get creative with brand marketing, grow the customer acquisition funnel and reduce reliance on expensive digital advertising
This week on the Modern Retail Podcast, co-hosts Gabi Barkho and Melissa Daniels get into the news of how On running shoes led the pack of footwear earnings with a 32% year-over-year sales increase. Then they get into all things Summerween, as the trend of spooky decor in the summer starts to bleed into actual Halloween sale season.
Then for the featured segment (19:05), Barkho and Daniels get into why natural grocer Sprouts is becoming a go-to destination for CPG brands looking to make a wholesale splash. They're joined by Nicole Portwood, the chief marketing officer at beverage company Suja Life, who shares why Sprouts was the choice partner for their re-launch of legacy soda brand Slice -- and how it became the home of its exclusive, on-trend cherry cola flavor. They get into why Slice, a relaunch that dovetails with a better-for-you soda boom, found a fit in Sprouts, how Sprouts’ nationwide rollout model gives small brands a fast-track to scaling and why store programs like “New for You” and “Fresh Finds” drive discovery and repeat sales
This week on the Modern Retail Podcast, senior reporters Gabriela Barkho and Melissa Daniels chat about Ikea's new pilot partnership with Best Buy, and why the first-ever partnership with a a third party retailer could become a meaningful new acquisition channel. And they unpack how tween mall staple Claire's wound up filing for Chapter 11 for the second time in seven years -- and why they may be not be the last legacy retailer to get pushed over the edge by tariff policy.
Later in the episode (14:50), Daniels is joined by reporter Julia Waldow to discuss her recent story on how some brands are readying themselves for a potential checkout tool native to ChatGPT. They get into how AI tools like ChatGPT, Google Gemini and more are blowing up the traditional consumer funnel, and how brands are trying to get ahead of the curve.
This week on the Modern Retail Podcast, reporter Julia Waldow joins co-host Melissa Daniels to unpack how brands are reacting to the shifting landscape of U.S. trade deals following the August 1 expiration deadline. They also dive into the backlash and cultural critiques around American Eagle’s ad campaign featuring Sydney Sweeney.
Later in the episode (21:30), Daniels sits down with Sarah O’Leary, CEO of femtech brand Willow Innovations, and Jen Saxton, founder of TotSquad, to talk about the rise of postpartum consumer products. The conversation covers why this category has been historically underserved, how retailers like Target are leaning in, and what needs to change to better support new moms in the CPG space.
Note: The day after this podcast was taped, American Eagle issued the following statement about the campaign on its Instagram page: "'Sydney Sweeney Has Great Jeans' is and always was about the jeans. Her jeans. Her story. We'll continue to celebrate how everyone wears their AE jeans with confidence, their way. Great jeans look good on everyone."
On this week’s Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho are joined by Modern Retail reporter Mitchell Parton. The team discusses a package that ran on Modern Retail this week, called The State of the Mall. The package highlights how malls are under pressure to continuously reinvent themselves, with topics spanning American Dream's delayed Miami expansion and Tanger's modern take on outlet mall design.
Later in the episode, Daniels and Barkho are joined by Kristen Pumphrey and Thomas Neuberger, owners of P.F. Candle Co., to talk about how brands with Made in America products are still being affected by ongoing tariff policies. They discuss the increased challenges of securing raw material overseas, how reciprocal tariffs impact components such as candle jars and packaging, the upsides of producing goods domestically, and leaning into "Made in America" as a marketing message.
On this week’s Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho are joined by Lexy Lebsack, the West Coast correspondent for sister publication Glossy, and co-host of The Glossy Beauty Podcast. The team kicks things off with a look at the latest news in beauty M&A, with Ulta buying out British beauty retailer Space NK. On the topic of beauty, this week's rundown also breaks down the rise in beauty dupe lawsuits, thanks to high-profile filings by Benefit and Supergoop.
Later on, Daniels continues the conversation around intellectual property with Cassey Ho, founder and designer of athleisure line Popflex Active. She's been vocal about her concerns with other companies making imitations of her designs, including a patented skort worn by Taylor Swift. They discuss how AI is making it easier for companies to mimic and sell fashion items, the pros and cons of expensive intellectual property services, why her team has an "infringement" Slack channel and the emotional roller coaster of a viral product getting duped.
Listen to Lexy's episode on dupes on the Glossy Beauty Podcast
On this week’s Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho Barkho kick things off with a look at Constellation Brands’ declining beer sales. The Modelo and Corona owner is facing tariffs and weaker demand from its large Hispanic consumer base, which makes up half of its U.S. sales.
Later in the episode (9:27), Modern Retail’s e-commerce platforms reporter, Allison Smith, joins the show for a roundtable on how Prime Day and accompanying deals galore went over. With sales off to a slow start for Amazon’s four-day summer event, some wonder whether it’s a bellwether for decline in consumer sentiment.
On this week's Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho begin with a rundown of this week's news. Kicking things off is an analysis of Unilever's $1.5 billion acquisition of men's personal care brand Dr. Squatch. Next is a look at DTC bedding brand Parachute closing the majority of its stores to refocus on e-commerce and core products. Finally, a roundup of all the sales retailers are launching to compete with Prime Day(s), including deals from Walmart, Target, Best Buy, and Kohl's.
Then for this week’s featured segment (20:58), they get into some of the biggest forces shaping retail this year. There's a number of external factors impacting brands, and so many changing consumer behaviors that have led to a challenging environment, with May spending figures showing a slowdown and declining consumer confidence. Daniels and Barkho get into the trends shaping this environment like the deal-hungry shoppers, boycotts and -- of course -- tariff policy.
On this week’s episode of the Modern Retail Podcast, senior reporters Gabriela Barkho and Melissa Daniels break down the latest May retail sales data and explain what it signals about consumer sentiment heading into summer. They also get into announcements from big CPG corporations like Kraft Heinz and General Mills about eliminating artificial dyes in U.S. products amid the "Make America Healthy Again" movement.During the featured segment, they're joined by reporter Julia Waldow for a deep dive segment on the rise of private labels. These days, store brands are not just cheaper alternatives to name brands but trendy and even viral products in their own right. About 40% of shoppers say they buy private labels to save money, and 60% say it's because it's a better value, per a Numerator survey.
On this week’s episode, Modern Retail’s senior reporters Gabriela Barkho and Melissa Daniels discuss two major topics shaking up the retail world. First, they dive into Labubu dolls, which suddenly seem to be everywhere. They explore how the viral phenomenon started and why it is driving big-ticket resale purchases. Then, they dive into recent news around the state of employment in the retail industry, as almost 11,500 retail jobs were cut in May, per Challenger, Gray & Christmas.
Then (13:30), this week's featured segment brings together three expert furniture executives to discuss how a historic housing slump is affecting the sector. Daniels leads a discussion featuring Nicole Chaloux-Pinette, head of category management and business development at Perigold; Jiake Liu, co-founder of direct-to-consumer outdoor furniture brand Outer; and Lee Mayer, co-founder and CEO of Havenly Brands.
Mortgage rates are at 6.89%, and the National Association of Retailers says April saw month-over-month transaction losses in all U.S. regions. This is a major headwind for furniture companies that typically rely on new home sales to help drive business. While the panelists all run very different businesses, they shared similar strategies around how to serve existing customers, create acquisition opportunities, and invest in opportunities that will lead to growth.
On this week’s episode, Modern Retail reporters Gabriela Barkho and Julia Waldow discuss several retail headlines from the past week. First up is the steep drop in Temu’s U.S. user base, prompted by the end of the de minimis loophole. Meanwhile, this year supply chain challenges are plaguing Spirit Halloween, which have caused it to cancel its annual grand opening event for the spooky season. Last, we look at how the viral dessert Dubai chocolate has infiltrated retailers, brands, and restaurant chains.
Later in the episode (18:30), Modern Retail executive editor Anna Hensel speaks with Graham Nearn and Kate Ridley, who respectively are the chief product and sustainability officer and chief brand officer at PMI Worldwide Brands, the parent company of Stanley 1913. Known for its huge insulated Stanley tumblers, Stanley 1913 has appealed to many different types of people throughout its 112-year-history: construction workers, hikers, new moms and more.
This week's podcast starts with senior reporters Gabriela Barkho and Melissa Daniels getting into the news of the week. First they look at the changes unfolding at Nike, which is returning to Amazon after six years off the marketplace. It's part of the brand's larger strategy to get back into more wholesale channels, while it is also rolling out price hikes on some of its higher-end items.
Then they look at E.l.f which also is raising some prices and announced plans to acquire Hailey Bieber's skincare and cosmetics brand Rhode, a deal reportedly worth $1 billion.
Later in this episode, Barkho and Daniels are joined by executive editor Anna Hensel for a roundtable discussion about the memes and myths around retail recession indicators. They unpack the Lipstick Index and the Men's Underwear Index and whether these informal indexes have any basis in reality as recession indicators. Then they get into some sectors and trends to watch as economic challenges continue to change consumer behavior.
This week's podcast kicks off with senior reporters Gabriela Barkho and Melissa Daniels discussing Klarna's latest earnings, which showed that a growing number of the BNPL service's users defaulting on their loans.
In other news, Dockers and The Vitamin Shoppe were both acquired by respective companies. Levi Strauss announced the sale of khakis maker Dockers to Authentic Brands Group for $311 million. The Vitamin Shoppe was bought out by Kingswood Capital Management and Performance Investment Partners for an undisclosed amount. Both sales are examples of struggling retailers trying to find their footing with modern customers.
Later in the episode (22:18), Daniels speaks with Liran Golan, the chief supply chain officer at Bansk Beauty that holds hair care brands Amika, Eva NYC and Ethique. They discuss how tariff policy changes can impact brands beyond the duties themselves, with a ripple effect on how brands make, manage and move their product.
On this week’s Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho discuss the acquisition of sanitizer brand Touchland. The startup was bought by Church & Dwight, the personal care group that owns Nair and Arm & Hammer, in an $880 million deal. The staff also discusses the rise and fall of Target in the past couple of years, with the retailer marred by pullback in consumer spending and boycotts.
In this episode, Daniels and Barkho also welcome Michelle Gabe (18:40), the director of marketing and partnerships at IFG, the parent company of King's Hawaiian, Grillo's Pickles, and Killer Brownie. Gabe joins the show to discuss what goes into brands’ collaborations with entertainment franchises and other pop culture moments, especially in film and television.
The trend was kicked into high gear during 2023’s summer of “Barbie,” when brands of all sizes went pink. Last year, a similar wave was brought on by the “Wicked” movie. Even prestige TV series are getting in on product tie-ins through brand collaborations, as this past season of “White Lotus” showed.
During her previous role at truffle sauce startup Truff, Gabe helped bring these types of partnerships to life, such as a collectibles collaboration with the “Super Mario Bros. Movie,” which garnered a waitlist of 20,000. Here is what she had to say about the best way to approach major IP tie-ins.
On this week’s Modern Retail podcast, senior reporters Gabriela Barkho and Melissa Daniels discuss the rising challenges toy companies are facing in planning for inventory under Trump’s China tariffs. As Mattel executives said in the company’s quarterly earnings this week, the Barbie maker is trying to future-proof its supply chain to minimize potential price increases.
In M&A news, DoorDash announced it acquired reservation platform Seven Rooms and delivery service Deliveroo, for $1.2 billion and $3.86 billion, respectively. In other acquisition news, Skechers was taken private by 3G Capital in a $9.42 billion deal, which is said to be the biggest footwear buyout to date.
In this episode, Daniels also speaks with John Tabis (19:30), co-founder and chairman of flower delivery company Bouqs on how the floral industry is dealing with tariffs, with Mother's Day right around the corner. They get into the source of florals, and how Bouqs uses its internal technology to navigate high-demand times. Tabis, who is also a venture partner with M13, also got into best practices for companies with global supply chains at a moment of uncertainty.
On this week’s episode, senior reporters Gabriela Barkho and Melissa Daniels get into the shakeup hitting telehealth platforms following the FDA’s crackdown on compounded GLP-1 medications — and what new deals between pharmaceutical companies and platforms like Hims & Hers mean for the future of weight-loss prescriptions. Plus, we unpack how Beyonce’s Cowboy Carter tour is driving a spike in Western fashion and fueling brand tie-ins with Queen Bey's Cécred.
Then the team dives into a discussion on how the avian flu outbreak is scrambling the retail landscape. While egg prices are hitting record highs, some shoppers are rethinking their breakfast habits. And companies like Tractor Supply Company and Wayfair are also getting a boost thanks to an influx of interest in backyard chicken coops. Then, Barkho interviews Russell Breuer, co-founder of pet food brand Spot & Tango about how "eggflation" is impacting its supply chain and operations.
This week on the Modern Retail Podcast, senior reporters Gabriela Barkho and Melissa Daniels kick things off with a discussion about how mergers and acquisitions in the retail space are going on pause amid widespread uncertainty. Industry watchers are closely monitoring the situation, and some consumer brand investors tell Modern Retail they're “taking a beat” before pulling the trigger on new deals.
The pair also analyzes Walmart's announcement that it's testing out beauty bars in some stores as part of its spring beauty sales event. While a bid to compete with the likes Target and Ulta, it's also a continuation of a strategy to up its a beauty game. It's added more than 40 premium brands in the past year, expanded assortment in our core business, and launched a beauty accelerator program.
Then (17:03), in honor of Earth Month, sees Daniels sits down with Rachel Kibbe, the founder and CEO of Circular Services Group (CSG) and American Circular Textiles (ACT) for this week's featured segment. Tariff policy changes are throwing sourcing and supply chain into the spotlight, souring conversations about American manufacturing and near shoring. Advocates for circular manufacturing, or systems that can help material be reused, recycled or remade, see the potential shift to more U.S. factories as an opportunity to stand up this infrastructure.
Daniels and Kibbe discuss the promise and pitfalls of circular manufacturing and what it would take to get more infrastructure and industry in place here in the U.S. And Kibbe discusses the advocacy efforts ACT is undertaking in Washington, D.C.
They also lay of land of domestic manufacturing, and the challenges that businesses face if they're looking to nearshore their supply chain in an effort to avoid tariffs.
On this week's Modern Retail podcast, senior reporters Gabriela Barkho and Melissa Daniels dive into the ins and outs of LVMH's earnings that showed first-quarter sales in the U.S. dropped by 3%. And they discuss how brands and consumers are responding to the rash of videos from alleged Chinese manufacturing hubs that have taken over TikTok feeds.
Then, the pair are joined by executive editor Anna Hensel for a roundtable discussion about how tariffs are affecting some unexpected and disparate categories (18:50). They chat about what they're been hearing from business leaders about how their costs, sourcing and operations are changing -- and so far, it seems no one is spared.
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