SkinnyTok, Russian Propaganda, and PepsiCo’s ...

Boll & Branch spent 12 years doing the unfashionable thing: perfecting the product first and figuring out distribution second. Chief Commercial Officer Katia Unlu joins Phillip and Brian on today’s episode to discuss Boll & Branch’s store expansion strategy, an AI-generated damag ...  Show more

Maveron partner Natalie Dillon joins Brian and Alicia to challenge the consumer-collapse narrative: sentiment sits at post-9/11 lows while spending breaks records. Natalie sheds light on truths of today’s consumer, who is skeptical but continually shopping amid a cultural underto ...  Show more

Birkenstock just enjoyed a Barbie bump and is reportedly planning to IPO as soon as September — Because Birkenstock is a Cinderella story… literally. Big Oil is quietly making a major pivot — From oil to EVs (meet the new boss, same as the old boss). And Bed Bath & Beyond has bee ...  Show more

What's old is new again. Second-hand shopping is taking off online and the big brands want a piece of the action. Meanwhile, fast-fashion companies are working to reinvent themselves in the eyes of Gen Z. To unzip these shifts in retail, we're joined by comedian Cat Alvarado and ...  Show more

Amazon rebuffs the Big Apple. Coke fizzles while Pepsi sparkles. And NVIDIA stops the bleeding. Analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and talk Activision Blizzard, Shopify, Restaurant Brands International, and UnderArmour. Plus, corporate governanc ...  Show more

In this episode, the hosts discuss the recent earnings reports of CrowdStrike, Bath and Body Works, and Abercrombie and Fitch. They analyse the recovery of CrowdStrike after a significant outage, the positive market reaction to Bath and Body Works' earnings, and the brand revival ...  Show more