The Modern Retail Podcast

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 Mi...

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...

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...

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 Targ...

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 Am...

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 an...

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 b...

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 th...

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 br...

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 affe...

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 Grah...

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.<...

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...

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 Br...

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...

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 shop...

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...

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...

On this week's episode of the Modern Retail Podcast, the staff is going deep into modern marketing strategies.First up, executive editor Anna Hensel and senior reporter Gabriela Barkho talk about what was top of mind for executives at the Modern Retail Marketing Summit. Tariffs -- and how to respond to them -- were a hot topic of discussion. Marketers batted around ideas like adding a tariff surcharge to orders, pressing pause on some collaborations to save resources and taking a surgical approach to cutting SKUs. In some cases, they are still pushing forward...

On this week's episode of the Modern Retail Rundown, the staff gives an overview of what tariffs were announced on April 2, which President Donald Trump called "Liberation Day," and how the retail industry reacted accordingly. Then, a look which companies are trying to throw their hats into the ring to acquire TikTok. And lastly, an M&A streak in the better-for-you space continues as Hershey announced it will acquire popcorn brand LesserEvil in a $750 million deal.