We begin the show discussing the potential impacts of coronavirus (COVID-19) on retail, including our discussion with retail store managers and what we’ve heard on various earnings calls. From there, we discuss Costco’s latest earnings, Dollar Tree’s goals for 2020 surrounding different initiatives, and Kroger’s Q4 call. Our interview guest is Cardlytics CMO Dani Cushion, who discusses their data that suggests customers that come back to a retailer in Q1 could be the most important.
Retail Focus 1/30/23 – Sam’s Club Reveals Expansion Plans; Retail Executives’ Outlook for 2023
Retail Focus 1/16/23 – Looking at Retail Ad Spend & Strategy; Albertsons Beats Estimates
Retail Focus 1/3/23 – Retail Trends in the Year Ahead; CBRE Issues Retail Real Estate Guidance
Retail Focus 12/26/22 – The 2023 Retail Consumer; Holiday Shopping Numbers Begin to Arrive
Retail Focus 12/12/22 – Product Descriptions & Reducing Returns; Chewy Sees Rise in Autoship Sales
Retail Focus 12/6/22 – Diversity, Equity, & Inclusion in Retail Real Estate; Dollar General Releases 2023 Plans
Retail Focus 11/28/22 – Inventory Visibility for Retailers Across Channels; Family Dollar Traffic Ticks Up
Retail Focus 11/21/22 – Oracle Retail’s Shopper Outlook; Ross Seeks Improved Holiday Assortment
Retail Focus 11/13/22 – Current State of Retail Import Process; Sprouts Evaluates Near Future
Retail Focus 11/6/22 – Consumer Attitudes Towards Private Labels; Floor & Décor Forges More Growth Plans
Retail Focus 10/30/22 – E-Commerce Sales Expectations for Holidays; Less Retail Space Available in U.S.
Retail Focus 10/23/22 – Holiday Consumer Shopping Data from Deloitte; Tractor Supply Closes Orscheln Deal
Retail Focus 10/16/22 – Open-Air Shopping Center Dynamics; What Does Kroger Want with Albertsons?
Retail Focus 9/19/22 – Deloitte’s Holiday Sales Projections; What Back-To-School Can Teach Us About 2022
Retail Focus 9/12/22 – Battling Counterfeits from a Retail Perspective; Kroger’s Private Label Shakeup
Retail Focus 9/5/22 – Retail Pricing Strategies and Analytics; Ollie’s Hopes for a Better Second Half
Retail Focus 8/14/22 – Enticing Mall Customers to Linger; Grocery Outlet Builds Management Pipeline
Retail Focus 8/7/22 – Retail from a City Leader’s Perspective; Wayfair Swims Upstream
Retail Focus 7/25/22 – Deloitte’s 2022 Back-to-School Report; Dollar Stores See Increase in Q2 Traffic
Retail Focus 7/17/22 – The Legal Side of Retail Leases; Retail Sales Tick Up in June; Vasos Steps Aside
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