As we reach the penultimate episode of Season 7, it's time to grade Steve on his annual predictions. In the second installment of a two-part episode, Michael takes out his virtual chalkboard to assess the final batch of Steve's prognostications, which include a year of trading down, a tale of two cities when it comes to retailer balance sheets, and a whole lot more. We also do a reality check on his long-shot guesses about Nike, Whole Foods, and a potential tie-up between JC Penney and Kohl's.

As usual we kick things with retail news, including a big week in macroeconomic news and a (mostly) surprisingly strong monthly retail sales report. Then we go deeper on a potential Macy's leveraged buy-out, as well as an updated view of the "halo effect" of brick-and-mortar stores from our friends at ICSC. We wrap with news of Temu's remarkable success and continued strength from Costco.

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Steve will be back on stage at Shoptalk in Las Vegas and we've got a special offer for our podcast listeners to save an additional 10% on registration. 

Retailer & Brands use Code: RBREMAR225 by going here.General Attendee: use code: GAREMAR360 here.

You can find the new ICSC "Halo Effect" study here.

Don't forget to join Steve's new Linked Group for his new book.

About Us

Steve Dennis is a strategic advisor, board member, and keynote speaker focused on strategic growth and transformation and the impact of digital disruption. He is the author of the bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption and the forthcoming Leaders Leap: Transforming Your Company at the Speed of Disruption , which will be published in March 2024 and is now available for pre-order at book retailers everywhere. Steve regularly shares his insights in his role as a Forbes senior contributor and on social media..


Michael LeBlanc  is the Founder & President of M.E. LeBlanc & Company Inc and a Senior Advisor to Retail Council of Canada as part of his advisory and consulting practice.   He brings 25+ years of brand/retail/marketing & eCommerce leadership experience, and has been on the front lines of retail industry change for his entire career.  Michael is the producer and host of a network of leading podcasts including Canada’s top retail industry podcast,       The Voice of Retail, plus  Global eCommerce Leaders podcast, and The Food Professor  with Dr. Sylvain Charlebois.    You can learn more about Michael   here  or on     LinkedIn. 

Be sure and check out Michael's latest venture for fun and influencer riches - Last Request Barbecue,  his YouTube BBQ cooking channel!


About Us

Steve Dennis is a strategic advisor, board member, and keynote speaker focused on strategic growth and transformation and the impact of digital disruption. He is the author of the bestselling book Remarkable Retail: How To Win & Keep Customers in the Age of Disruption and the all new Leaders Leap: Transforming Your Company at the Speed of Disruption , now available for purchase in the U.S. and available for pre-order at book retailers elsewhere. Steve regularly shares his insights in his role as a Forbes senior contributor and on social media..

Don't forget to join Steve's new Linked Group for his new book.


Michael LeBlanc  is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and media entrepreneur.  He has been on the front lines of retail industry change for his entire career. He has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Secure conference with leaders from The Gap and Kroger talking about violence in retail stores, keynotes on the state & future of retail in Orlando and Halifax, and at the 2023 Canadian GroceryConnex conference, hosting the CEOs of Walmart Canada, Longo's and Save-On-Foods Canada.   Michael brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.

 

Michael also produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in North America, Remarkable Retail,

Canada's top retail industry podcast; the Voice of Retail; Canada's top food industry and the top Canadian-produced management independent podcasts in the country, The Food Professor, with Dr. Sylvain Charlebois.

 

Rethink Retail has recognized Michael as one of the top global retail influencers for the fourth year in a row, Coresight Research has named Michael a Retail AI Influencer, and you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.

 

Available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state of the retail industry in Canada and the U.S., and the future of retail.