Steve Dennis and Michael LeBlancs analyze the week's most impactful retail developments: a U.S. appeals-court ruling that may require massive Trump era tariff refunds new India duties; fast-moving shifts in de minimis thresholds; and mounting pressure on global supply chains, small businesses, and retailers alike. They analyze how these disruptions will disrupt importers like Tapestry and Lululemon, and shift the retail earnings divide—even as consumer confidence wavers and labor issues—like ICE raids—further muddy the waters. In the featured interview with two visionary luxury executives: Amit Kaswani, Chief Omnichannel Officer at Chalhoub Group, and Stacie Henderson Capece Minutolo, Chief Marketing Officer Americas at Tod's Group. Amit outlines Chalhoub's omnichannel-first game plan, including end-to-end logistics and loyalty ecosystems that reach millions—backed by AI-powered personalization, predictive analytics, and conversational commerce tools. He emphasizes how customer experience, augmented by technology, is a differentiator, not a replacement for human interaction. Stacie shares Tod's strategy in the Americas, targeting high net worth clients and next-gen shoppers through experiential storytelling, cultural relevance, and digital scale. She references campaigns like "Italian Diaries," where in-person luxury activations generate exponential online impressions. She also discusses Tod's AI governance framework—a cross-functional task force merging marketing, e-commerce, finance, and customer service to ensure innovation is purposeful and aligned. As both guest leaders gear up to speak at Shoptalk Luxe, which runs 27–29 January 2026 at the Emirates Palace Mandarin Oriental in Abu Dhabi, luxe.shoptalk.com+1, they tease the frameworks, case studies, and strategies they'll be presenting on global luxury, loyalty, and AI innovation. The episode closes with Michael and Steve spotlighting standout moments: GLP-1 weight-loss drug innovations, Google's Nano Banana image-generation tool, and the looming U.S. interest rate decision, crippling shutdown threats, and Simons' opening in Toronto's Eaton Centre, replacing Nordstrom. About Us Steve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael 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 Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok. Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
