Retail Unwrapped - from The Robin Report

Shelley E. Kohan

Welcome to Retail Unwrapped, a podcast from The Robin Report. Join Shelley E. Kohan as she shares insights and unpacks issues at the core of retail and consumer products. The conversations are lively and the opinions are honest. New episodes every Friday.

  1. EP 278: Gaming the K-Shaped Economy

    4D AGO

    EP 278: Gaming the K-Shaped Economy

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! There is widespread confusion about the popular and overused K-shaped economy meme. General understanding oversimplifies consumers into "haves, have-nots, and have-everythings," when the reality is far more nuanced and fluid. If retail executives make million-dollar decisions based on an incomplete understanding about the K-shaped economy, it's going to cost them. Join Shelley and Katie Thomas from the Kearney Consumer Institute as they challenge conventional wisdom about the economy that's leading retailers to misclassify customers and fail on pricing, assortment, and messaging. Katie reveals that the middle class isn't disappearing but rather is pragmatic and surprisingly mobile, selectively reallocating resources across all categories that makes traditional good-better-best models look obsolete. Listen and learn about the real crisis facing retailers; it isn't about hitting price points; it's about the growing price-value mismatch that risks losing loyal customers who have more options than ever in a marketplace where luxury brands have overpriced themselves and cheapened products at the bottom create an inevitable race to the bottom. Special Guest: Katie Thomas, Lead, Kearney Consumer Institute (KCI)  For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    25 min
  2. EP 276: How AI Propels FedEx Customer UX

    JAN 30

    EP 276: How AI Propels FedEx Customer UX

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! Customers have high expectations in their transaction experiences that do not end with the purchase. Today’s empowered and convenience-focused consumers want easy returns, and FedEx is on a mission to make that a reality using AI as a tool to improve the experience.  Join Shelley and Jason Brenner, Senior Vice President Digital Portfolio at FedEx as they delve into the fascinating world of returns logistics and how the process has evolved. Jason says consumer familiarity with ‘no box, no label’ returns jumped from 37 percent to 48 percent in just one year. He attributes the increase to consumers’ perceived value around the experience. “Nearly half of U.S. customers say they're now familiar with ‘no box, no label’ returns and the usage continues to increase year over year; the reason is that once shoppers try it, they understand how convenient and how low stress it can be,” he adds. Their conversation deconstructs shipping logistics and reveals why confidence comes from predictability and visibility that is grounded in a simple UX supported by reliable communications with thoughtful updates throughout the post-purchase journey. As with any customer service, trust, reducing stress and anxiety and managing expectations are crucial. Listen and learn how this iconic logistics organization continues to push the envelope to deliver better customer experiences. Special Guest: Jason Brenner, Senior Vice President Digital Portfolio, FedEx For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    25 min
  3. EP 275: NRF Trade Talks: Five More Unique Perspectives

    JAN 23

    EP 275: NRF Trade Talks: Five More Unique Perspectives

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! Last week, Shelley caught up with five more innovators at NRF 2026 to get their takes on the retail industry and an outlook for this year. Their conversations ranged from the connected store and talent development to geolocation analytics and the need for personalization.  Listen and learn from the experts.  Matthew Cry transformed his retail leadership experience by leveraging a better way to engage with customers and product with daily insights. “The physical store is the pulse on everything that's happening, connecting your inventory, shoppers, store teams, what's being bought, and what's not being bought. So, we're thinking when a customer is in that moment looking for something, we should be able to show her other products that are available in her size, and we should be saving the sales associate time from not having to do that manually.” Kimberly Minor’s explains there is no longer a direct linear career path: “How do we create pathways to new jobs, and how do we prepare people to be flexible so that they are ready when new opportunities open?” She adds “If you're curious about what your future could look like, then you should be curious about what other opportunities are available.” As a professor at FIT and Parsons School of Design, Marie Driscoll distills the underlying trend in retail to the range of AI tools that are aiding the retail practice. Her NRF observations range from Mango , Dick’s and LVMH to the K-shaped economy and the challenges of real estate and the luxury market. From a consumer perspective, going into 2026, she says, “I think the consumer is sitting in the best seat. She has so many choices, and the retailers that are creating valuable services for their customers will win.” Dominic Miserandino explores what makes the customer experience joy; he says experiential is a human connection.  As a connector, he adds, “I think we have evolved into a non-experiential, transactional retail culture, meaning DoorDash, press the button; Uber Eats, press the button. And the consumer is saying, yeah, that's awesome.” As an antidote, he adds, “You have to seek the emotional connections of humanity. So, retailers need to think about how they can humanize at scale.”  is the connection among them all.”   Gary Sankary’s work on mapping and geo-spatial analytics helps retailers understand why things happen where they do inside and outside stores—everything from the global all the way down to the neighborhood. As a contrarian, he says, “I'm going to be an outlier here and say Agentic AI is not going to innovate; what drives retail success is innovation and design. What AI is helping us do is expand the scope of the things that we can look at.” Matthew Cyr, CEO, Founder, Crave Retail Kimberly Minor, CEO Co-Founder, WOC Retail Alliance (WOCRA) Marie Driscoll, TRR Contributor, Professor, FIT, Parsons School of Design Dominic Miserandino, Founder and CEO, RTM Nexus Gary Sankary,Retail Industry Lead, Esri For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    1h 12m
  4. EP 274: NRF Trade Talks: Four Unique Perspectives

    JAN 16

    EP 274: NRF Trade Talks: Four Unique Perspectives

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! Shelley caught up with four innovators at NRF 2026 to get their takes on the retail industry and an outlook for this year. Their conversations ranged from managing returns and geo-location insights to advanced tools for managing inventory.  Listen and learn from the experts. Tim Robinson has interesting insights on a significant challenge for retailers, especially, post-holiday: returns.  Ethan Chernofsky provides critical analytics to retailers on the implications of traffic patterns in physical stores.  He says, “Visit durations are down but the number of visits for every category per customer is going up. So, value, product, experience, and brand affinity have a lot more significance.” Jay Hakami has innovated a novel tech platform that is predictive and helps retailers manage inventories. He says, “Today, with Agentic AI, we're getting into the predictive side going into dynamic planning and allocation. So, we’re essentially setting up buyers and planners for absolute success.” George Shaw is also an expert on measuring consumer behavior stating, “Retailers don't want a bunch of dots moving around maps. They want the metrics that they actually care about. We give them a very simple, clean, clear dashboard that they can use operationally at scale.”  Special Guests: Tim Robinson, Senior Vice President of Commerce, Blue Yonder Ethan Chernofsky, Chief Marketing Officer, Placer.ai Jay Hakami, CEO and Founder, Skypad George Shaw, Senior Vice President, Standard AI   For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    1 hr
  5. EP 273: A Masterclass in Agentic AI

    JAN 9

    EP 273: A Masterclass in Agentic AI

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! Most retailers think they're keeping pace with AI advancement, but they're operating with fundamentally broken data while the entire shopping model collapses around them. The customer shopping journey is shifting, and AI agents will manage the entire experience. Why? Agentic evolution outmatches traditional human-based search. When shoppers ask arbitrary questions like "show me the best handbag," the results bear no resemblance to how retailers tag or describe products. And search is only getting more complex: Multi-channel descriptions are mandatory because products need different optimized text for social media, mobile screens, and desktop displays. The truth is that many retail leaders don't understand what agentic AI actually means or how to apply it for maximum operational gains. Join Shelley and Sandy DeFelice, Senior Vice President of Revenue and Strategic Accounts at Digital Wave Technology, as they reveal how clinging to traditional product descriptions and outdated data structures are becoming untenable. They discuss how retailers should stop worrying about adding AI features and focus more on a complete restructuring of how product data flows through their systems. Learn why retailers need centralized data approaches that connect previously siloed systems, giving agents comprehensive enterprise views. Discover how the attributes assigned to products across all systems determine whether consumers can find them through AI-powered search. And find out how to make data governance the foundation so that getting data structures, schemas, and governance right becomes the prerequisite for any AI implementation. Special Guest: Sandy DeFelice, SVP of Revenue and Strategic Accounts at Digital Wave Technology For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    26 min
  6. EP 272: Here’s What Happens When Your Customers Design Your Clothes

    JAN 2

    EP 272: Here’s What Happens When Your Customers Design Your Clothes

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! Here’s an interesting fact: 1.6 million tradespeople trust their friends over impersonal brands. And here’s why: Most workwear brands claim they understand their customers, but they're designing products by committee in the boardroom and based on their P/L.  Join Shelley and Eric Gerard who discuss how he built his BRUNT Workwear brand with the people who actually wear the work gear.  They reveal how BRUNT was launched with the encouragement of childhood friends who were brought up in a blue-collar manufacturing town. Unlike Eric and his colleagues, the workwear industry has forgotten who it serves and would be better served by paying attention to what happens when customers help design their own products.  BRUNT eliminated PFAS from water-resistant fabrics before regulations required it, positioning the brand ahead of market demands while legacy competitors are still scrambling to reformulate. BRUNT stays close to its customers, outfitting the New England Patriots field crew this season, partnering with unique talent like Diesel Dave who tricks out trucks and professional motocross athlete Travis Pastrana. It’s also a mainstay in rally racing, NASCAR, and automotive stunt performance. BRUNT’s Bucket Talk is “a monthly podcast that takes listeners across America to meet the “most badass tradespeople, industry leaders and personalities.” Growing from an initial 110 stores to 858 doors nationwide while maintaining its brand integrity proves that authentic products are relevant and can scale when you understand your local communities and customers.  Guest: Eric Girouard, Founder + CEO at BRUNT Workwear For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    26 min
  7. EP 271: The Shifting World of Retail Real Estate

    12/26/2025

    EP 271: The Shifting World of Retail Real Estate

    We'd love to have your feedback and ideas for future episodes of Retail Unwrapped. Just text us! We’ve all read the real estate headlines, both positive and otherwise. So, what’s really next in retail real estate? There's nowhere left to expand: Occupancy in quality centers is running 96 to 97 percent in desirable locations. It’s a landlord’s market with store openings continuing to outpace closures by roughly 2:1. And capital is still flowing into retail real estate and property tech despite negative headlines. Join Shelley with real estate experts Stephanie Cegielski, Vice President, Research and Public Relations of ICSC and Steve Morris, Founder of ASG as they reveal how retail real estate is operating from a position of strength driven by limited supply, disciplined development, and sustained demand for high-quality space. They discuss how retailers are competing aggressively for high-quality space, consolidating footprints, leveraging data-driven site selection, and designing stores to support omnichannel convenience rather than pure browsing. While landlords currently hold leverage, lease structures are becoming more flexible and collaborative. Mixed-use, wellness, value retail, and data-enabled decision-making are defining the next phase of physical retail growth. Listen and learn what to expect in real estate as developers up their game in delivering the services and experiences customers want. Special Guests: Stephanie Cegielski, Vice President, Research and Public Relations of ICSC and Steve Morris, Founder of ASG For more strategic insights and compelling content, visit TheRobinReport.com, where you can read, watch, and listen to content from Robin Lewis and other retail industry experts, and be sure to follow us on LinkedIn and Twitter.

    31 min

Ratings & Reviews

4.5
out of 5
10 Ratings

About

Welcome to Retail Unwrapped, a podcast from The Robin Report. Join Shelley E. Kohan as she shares insights and unpacks issues at the core of retail and consumer products. The conversations are lively and the opinions are honest. New episodes every Friday.

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