Retail Disrupted

Natalie Berg

Learn from the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg, Retail Disrupted® is a weekly podcast exploring the biggest trends in retail, e-commerce, and consumer behavior. Join us as we dive into the future of shopping — from AI-powered experiences and omnichannel strategy to reimagined stores, sustainability, social commerce, and more. We explore how technology is reshaping retail, how shopping habits will evolve in the future, and what brands need to do to stay relevant in this digital era. Each episode offers practical insights, sharp analysis, and big-picture thinking to help you navigate the evolving retail sector with confidence. Based in London, designed for a global audience.

  1. 57m ago

    California Pizza Kitchen's Rick Rosenfield on Innovation, Reinvention & the CPK Comeback

    In 1985, two federal prosecutors walked away from their careers to bet their homes on a pizza restaurant in a Beverly Hills "graveyard site". They wound up inventing an entirely new dining category. Rick Rosenfield, co-founder of California Pizza Kitchen, joins Natalie Berg on Retail Disrupted to share the unfiltered story: the one menu hit that redefined casual dining, the culture that made CPK somewhere people genuinely wanted to work, how it beat the odds to survive bankruptcy and the reinvention chapter that followed. Rick shares lessons from his new book: The California Pizza Kitchen Story: How Two Federal Prosecutors Changed the Way America Eats Pizza. https://amplifypublishinggroup.com/product/nonfiction/business-and-finance/leadership-and-management/the-california-pizza-kitchen-story/  This is a masterclass in innovation, differentiation, and ethical leadership for anyone building a brand, scaling multi-site retail, or navigating private equity-backed growth. What retail leaders take away: How two lawyers created upscale casual dining at shopping centres with zero restaurant experience The barbecue chicken pizza that outsold everything — and became the brand's defining product Why CPK became the first national chain to go non-smoking — and what it reveals about culture-led decisions The private equity warning: what founders lose when new owners sideline the vision How CPK is diversifying into packaged goods and airport retail to future-proof the brand Watch this episode on YouTube https://www.youtube.com/watch?v=p8WT_w571no&t=790s  ABOUT OUR GUEST Rick Rosenfield is a former federal prosecutor and defense attorney. He is the co-founder of California Pizza Kitchen, the restaurant brand that helped redefine how America eats pizza and reshaped modern casual dining. Before entering the restaurant business, Rosenfield began his legal career at the U.S. Department of Justice in Washington, DC, where he worked on cases before the U.S. Supreme Court and the U.S. Courts of Appeals.  In the mid-eighties, Rosenfield and his partner, Larry Flax, made the unconventional decision to leave the law field and open the first California Pizza Kitchen in Beverly Hills. What began as a single restaurant grew into a global brand while maintaining a distinctive culinary vision and culture. ABOUT THE PODCAST  🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg.   👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted  👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321   👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM   👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/  👉 Subscribe to our newsletter: https://retaildisrupted.substack.com   #CaliforniaPizzaKitchen #CPK #RestaurantStrategy #BrandBuilding #RetailDisrupted #RetailPodcast #FoodBrand #FounderStory

    California Pizza Kitchen's Rick Rosenfield on Innovation, Reinvention & the CPK Comeback
  2. 5d ago

    The UK's 3rd Biggest Fashion Retailer Owns No Inventory — An OC&C Strategy Briefing

    The UK's third biggest fashion retailer doesn't own a single store, design a single garment, or hold a single unit of inventory. Natalie Berg sits down with Olivia May, Partner at OC&C Strategy Consultants, to deliver the strategy briefing retail leaders need on the resale revolution. In this episode: ▶ Why Vinted overtook established names to become the UK's #3 fashion retailer ▶ The data advantage first-hand brands hold over pure-play resale platforms ▶ Why luxury resale is harder to scale than it looks — from retail theft to $78 item processing costs  ▶ Vinted vs Depop: what separates a platform winner from a challenger ▶ The "say-do gap": why the same customer shopping resale is also buying Shein For retail leaders evaluating their own resale channel — or trying to understand where their margin is going — this episode is for you. 🤝 This episode is sponsored by OC&C Strategy Consultants. https://www.occstrategy.com   📺 Watch this episode on YouTube: https://www.youtube.com/watch?v=VN3rfoutHxc  ABOUT OUR GUEST Olivia May is a Partner in the Global Retail Practice at OC&C with a particular focus on developing winning strategies and game-changing customer propositions for apparel businesses, marketplaces and digital native brands. Olivia has over 14 years of experience working closely and collaboratively with retailers and brands to both develop customer-centric strategies and help put them into action in a way that transforms and future-proofs client businesses. In particular, she works closely with platforms, brands and investors looking to participate and win in recommerce markets. ABOUT RETAIL DISRUPTED Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

    The UK's 3rd Biggest Fashion Retailer Owns No Inventory — An OC&C Strategy Briefing
  3. Jul 9

    Online Grocery Is a Decathlon — Ocado's European President on Making E-Commerce Profitable

    Gregor Ulitzka (President, Europe at Ocado Group) makes the case that online grocery isn't a sprint — it's a decathlon. The path to profitability requires retailers to master logistics, availability, pricing, last-mile, customer experience - the works! From Ocado's origins as the UK's first pure-play online grocer to a technology platform and solutions business powering e-commerce for some of the world's biggest grocers — this is a masterclass in what it actually takes to make online grocery work. Gregor and Natalie discuss: The "detail, detail, detail" principle behind sustainable online grocery profitability Shifting consumer habits & the 2-hour delivery myth Global partnerships: from Alcampo to Asda (hot off the press) In-store solutions vs CFCs: the infrastructure decisions Where AI genuinely adds value in grocery (and where human beats algorithm every time) Retail 2036: will AI agents be doing all the grocery shopping for us? 🤝 Today's episode is brought to you by Manhattan Associates https://www.manh.com/  ABOUT OUR GUEST Gregor is president of Europe at the Ocado Group. As the first person to hold this role, he is responsible for the growth and operations of Ocado Solutions across the region. Prior to joining in 2023, Gregor built and scaled the vendor-facing supply chain at Amazon for over 10 years, with his most recent role for the business being director of supply chain and inventory management for Europe. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. Subscribe: 👉 YouTube: https://www.youtube.com/@retaildisrupted  👉 Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321   👉 Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM   👉 LinkedIn: https://www.linkedin.com/company/retail-disrupted/  👉 Newsletter: https://retaildisrupted.substack.com

    Online Grocery Is a Decathlon — Ocado's European President on Making E-Commerce Profitable
  4. Jul 6

    Vuori Global President: Cracking DTC, Physical Retail & International Expansion

    Most DTC brands struggle to make the leap from online-only to physical retail. Vuori didn't just make the transition -they're now scaling stores across Europe, Asia, and beyond. Recorded live at Shoptalk Europe, Global President Ashley Kechter shares the playbook behind the California athleisure brand's retail expansion, international growth, and what's required to scale a modern consumer brand. Ashley explains why Vuori's stores function as community hubs and customer acquisition engines — not just sales floors — and how international markets act as early-warning systems for product trends before they hit the US. Key topics covered: Vuori's brand DNA: how does it stand out in a crowded market? The "density within markets" approach: clustering stores before diversifying geographically How e-commerce data in 30 countries pinpoints the next store location Why international markets are Vuori's trend-forecasting advantage Balancing global brand consistency with hyper-local community activations The role of stores in acquiring omnichannel customers who still value the opportunity to "touch and feel" the product 🤝 This episode is sponsored by Manhattan Associates - the unified foundation for global supply chains and commerce. ABOUT OUR GUEST As Vuori's Global President, Ashley Kechter is responsible for overseeing the brand's global business strategy, driving the financial process, and overseeing retail, eCommerce, planning and wholesale internationally and domestically. Prior to joining Vuori, Kechter served as global president of eComm, retail, wholesale and International for Fabletics, and previous roles include Chief Business Officer and GM for Banana Republic, and Chief Merchandising Officer and GM of Merch, Planning, eCommerce, Sourcing, Inventory Management, and Product Development at Restoration Hardware.  ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg.  👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

    Vuori Global President: Cracking DTC, Physical Retail & International Expansion
  5. Jul 2

    The Future of Quick Commerce: Wolt's Marianne Vikkula on Affordability, AI & Retail

    A third of shoppers now expect grocery delivery within two hours. That's a huge shift in customer expectations – and one that Wolt is well placed to meet. The Helsinki-based delivery platform (owned by DoorDash / sister company to Deliveroo) is now the #1 delivery app outside China and among the top 10 online grocers in Europe. Marianne Vikkula, Head of Wolt, joins Natalie Berg to unpack the strategy behind one of Europe's leading local commerce platforms. And it's no longer just about takeaways and groceries - retail now makes up more than 25% of Wolt's global sales.  Marianne shares how Wolt+ has evolved from a subscription that waived delivery fees to a lifestyle membership program, why baskets are a third larger when they include a promotional item, and why the average Wolt order travels under three kilometres.  📺 Watch the episode on YouTube. Key themes:  → Why quick commerce isn't just about speed (selection, quality, and affordability are essential)  → How Wolt's hyper-local model - 200,000+ merchants, sub-3km radius - unlocks categories beyond groceries  → The role of AI, autonomous delivery, and logistics tech in making quick commerce profitable  → What retailers get wrong about platform cannibalization — and why these channels are "much more incremental than many retailers fear"  ABOUT OUR GUEST Since joining Wolt in 2018, Marianne has led the company's expansion from 6 to more than 30 countries across EMEA, while launching new businesses including Wolt Market and Ads. She oversees a cross-functional team of over 15,000 people. Previously, she was CEO of Slush, helping grow it into one of the world's leading tech and investor events. Marianne also serves on the boards of Slush and Marimekko. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg.   👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted  👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/  👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

    The Future of Quick Commerce: Wolt's Marianne Vikkula on Affordability, AI & Retail
  6. Jun 29

    How AI Agents Will Rewrite Retail Payments – Spreedly CEO

    What happens if customers never reach the checkout page at all? Justin Benson, CEO of Spreedly — the payment orchestration platform trusted by BMW, The New York Times, HBOMax, Getty, Warner, and Il Makiage — joins Retail Disrupted to unpack why payments become more critical, not less, in an agentic era. His framing: "Agentic commerce is like Google Search and Apple Pay had a love child." Instead of shoppers moving from discovery to checkout, AI agents may increasingly arrive pre-authorized and ready to buy which raises a few urgent questions for retail leaders.  IN THIS EPISODE • Payment orchestration as an "operating system" and why flexible payment infrastructure is now mission-critical • The checkout page rewrite — how AI agents will assess loyalty programs, BNPL options, and delegated preferences without a human in the loop • Identity vs. fraud — why distinguishing human from agent transactions is the next big challenge for retail fraud teams • Marketplace vs. niche — whether AI search could be a net negative for Amazon and a tailwind for merchants like Etsy • Three priorities for retailers — payment stack flexibility, identity management, and AI-readable product catalogs DISCLOSURE: This episode is sponsored by Spreedly. All views and analysis are Natalie Berg's own.  ABOUT OUR GUEST Justin Benson is the CEO of Spreedly, a leading global open payments platform serving customers in over 100 countries. Since joining in 2011, Justin has led the company through a phase of rapid expansion, including securing $75 million in financing from Spectrum Ventures to drive Spreedly's growth. Justin began his career in the Bay Area and joined Intraware as its first technical support employee. He rose through the ranks into sales and senior leadership as the company scaled from 40 to 400 employees, completed a successful IPO, and achieved a strategic exit. He later served as Vice President of Sales for the Americas at SafeNet, an information security company.  ABOUT THE PODCAST 🎙️ Retail Disrupted — a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

    How AI Agents Will Rewrite Retail Payments – Spreedly CEO
  7. Jun 24

    Inside Instacart's $110 Basket Strategy | Ryan Hamburger, Instacart CCO

    Instacart's average basket is $110 - the highest in quick commerce. In this episode, Natalie Berg sits down with Ryan Hamburger, Chief Commercial Officer of Instacart, at Shoptalk Europe to unpack how the company is evolving from delivery platform to omnichannel technology partner. With over 25 million consumers served, 1.6 billion orders fulfilled, and coverage of 98% of US and Canadian households, Instacart is betting that smart carts, unified experiences, and AI-powered personalization will define the next decade of grocery retail. Ryan reveals why retailers with online-offline pricing parity grow 10–15% faster than those with markups, how activating a single digital order lifts share of wallet by 30%, and why Instacart is betting that the future of grocery isn't delivery-only — it's technology that makes every touchpoint, from phone to aisle to checkout, completely seamless. We also cover retail media as a margin engine, the sticky threat of competitor switching, and more about Instacart's venture into Europe (currently operating in France and Spain with Costco and in the UK with their Caper Cart trial at Morrsions). 🤝 Today's episode is brought to you by Manhattan Associates https://www.manh.com  Prefer to watch? This episode is also available in full on YouTube: https://youtube.com/watch?v=-0cj5FIai7w  And if you enjoy the show, please hit subscribe so you never miss an episode. Your subscription genuinely helps us grow.

    Inside Instacart's $110 Basket Strategy | Ryan Hamburger, Instacart CCO
  8. Jun 16

    Retail's Tech Problem Isn't Invention. It's Mastery.

    At Shoptalk Europe in Barcelona, Miya Knights — Retail Technology publisher and 3x retail author — cut straight through the AI hype with a blunt diagnosis: if you don't know your business and your customers, you're "stabbing in the dark" at which technology fits, and no AI tool fixes broken basics. Get the foundations right and the biggest early wins won't be the flashy customer-facing ones — they're in the back end (supply chain, operations, associate enablement) where AI quietly makes you faster, cheaper or smarter. Pick one, not all three.  And on agentic AI? The guardrails and playbooks aren't in place yet — and most retailers aren't ready for the handoff that's coming. THE FUTURE OF SHOPPING — what retail leaders will take away: The one question to ask before investiong in AI (most retailers skip it) The "pick one, not all three" rule that separates real AI gains from vendor hype How to spot AI slop before it erodes customer trust The agentic AI handoff that's coming — and the guardrails needed before it lands You can watch this episode here. ABOUT OUR GUEST Miya Knights has over 25 years of experience as a retail technology analyst, editor, author, and consultant. She owns and publishes Retail Technology magazine and has co-authored two bestselling books on Amazon and Omnichannel Retail. Miya also consults for and advises various technology companies and is a member of the Retail Influencer Network, Customer Strategy Network, and KPMG Retail Think Tank. Miya regularly appears as a retail technology expert on news and current affairs television programmes, is quoted in the press, and moderates, chairs, or keynotes at various industry events. She also judges the European Retail Technology Awards by EHI, The Grocer Gold Awards, and the eCommerce Awards.  The Black British Business Awards recognised her as their 2021 Arts & Media Senior Leader, while RETHINK Retail has consistently acknowledged her as one of the top retail influencers each year. Miya holds a Master's in English Literature and Language from the University of Oxford.  Her new book, The Future of Shopping: Using Digital, Data and AI to Win with Customers, will be published by Kogan Page on 3 September 2026 and is available for pre-order: https://www.koganpage.com/marketing-communications/the-future-of-shopping-9781398627925  ABOUT THE PODCAST 🎙️ Retail Disrupted — a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg.   👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted  👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/  👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

    Retail's Tech Problem Isn't Invention. It's Mastery.
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About

Learn from the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg, Retail Disrupted® is a weekly podcast exploring the biggest trends in retail, e-commerce, and consumer behavior. Join us as we dive into the future of shopping — from AI-powered experiences and omnichannel strategy to reimagined stores, sustainability, social commerce, and more. We explore how technology is reshaping retail, how shopping habits will evolve in the future, and what brands need to do to stay relevant in this digital era. Each episode offers practical insights, sharp analysis, and big-picture thinking to help you navigate the evolving retail sector with confidence. Based in London, designed for a global audience.

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