Spieckerman Speaks Retail

Carol Spieckerman

Retail is exciting, fast-moving, and filled with opportunity, yet information overload is a constant challenge. Join retail strategist and top influencer Carol Spieckerman every other Tuesday as she navigates past the noise to get to the heart of what really matters in retail. In every episode, Carol harnesses her latest retail trajectories and interviews with industry experts to distill tools, tactics, and takeaways for wherever you play in retail. If you’re ready to cut to the chase, or just want to be inspired by where retail is going next, this show is for you. Visit spieckermanretail.com for more retail insights and event updates.

  1. Sink or Swim Season is Here! (With Zero Margin for Error)

    OCT 14

    Sink or Swim Season is Here! (With Zero Margin for Error)

    Carol's back with another Retail Heat Map episode as we head into sink or swim season, and the riptides are relentless. From tariff tremors exposing who’s agile (and who’s adrift) to Target's continuing identity crisis and chaos to Lululemon finding that "special" isn't a permanent condition, these are more than random retail headlines — they're proof that the margin for error has evaporated. Drawing from her latest media commentary and client conversations, Carol Spieckerman, president of Spieckerman Retail, reveals what's separating the swimmers from the sinkers. Walmart's visionary tech investments and masterful high-low game that’s keeping everyone happy. Target's leadership transition and ongoing execution disasters. Macy's surprising turnaround showing signs of life. And Lululemon's premium squeeze as competitors grab their piece of the premium pie. Retailers can't afford to tread water anymore. Those coasting on past success are getting swept away, while others are building muscle swimming against the current. Key takeaways: Tariff arbitrage is a thing – Mid-sized companies are proving surprisingly scrappy, while shrewd players like TJX can pivot to whatever's profitable and securely sourced.Walmart's high/low game is unmatched – From SNAP strategy to tech investments to business model diversification, Walmart's proving there's Amazon, Walmart, and everyone else.Target's crisis is cascading – Ulta’s exit, (still) long checkout queues, and hot mess brand boutiques are eroding brand cachet, retail media mojo, and ultimately customer loyalty.The pedestal problem is real – Lululemon's spiral proves that imitation may be the sincerest form of flattery, but it can kill the bottom line.Macy's bold new chapter is a page turner – Clean, curated stores with knowledgeable associates and efficient checkout? Macy’s holistic reinvention is making headway.In sink or swim season, waiting for calmer waters is a losing bet. Have the agility to navigate choppy waters and the humility to admit when your old playbook isn't working (or send an SOS). Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    23 min
  2. Retail Heat Map: Target’s Travails, Temu and Shein Spiral, Liverpool Liberates Nordstrom, and the Prime Day Delay

    JUL 29

    Retail Heat Map: Target’s Travails, Temu and Shein Spiral, Liverpool Liberates Nordstrom, and the Prime Day Delay

    Carol's back with another Retail Heat Map episode, connecting the dots between seemingly random retail headlines to reveal the bigger patterns reshaping retail. From Target's operational disasters and identity crisis to Netflix's ambitious physical retail gambit to Temu and Shein’s spiral to Mexico's cross-border rescue mission, these aren't isolated stories – they're collision points where old retail strategies are meeting new market realities.  Drawing from her recent media commentary and expert analysis, Carol reveals three major shifts happening right now: The identity crisis hitting some of retail’s biggest players, massive shifts in consumer behavior that nobody saw coming, and a global market deal that is completely rewriting the rules (in a good way).  While some retailers struggle with basic execution and strategic drift, others are making billion-dollar bets on cross-border innovation that could reshape North American commerce. Key takeaways: Vision beats operations every time – Target's apparel chaos and leadership drift prove that without clear vision operational fixes are futile Consumer behavior has fundamentally shifted – Amazon's "record" Prime Day still felt disappointing as consumers kicked into treasure-hunting mode.Mexican retail is hitting high notes – El Puerto de Liverpool’s grande investment in Nordstrom validates Mexican retail’s strength and shuts off Wall Street’s glare.Resource-eating media might hamper merchandising hopes – Netflix's retail gamble has built-in advantages but Tik Tok and YouTube got to the good stuff first.The retailers winning right now recognize that collision isn't always destruction – sometimes it's the force that creates something completely new (and better).  Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    19 min
  3. Retail Heat Map: Triple Threat Edition

    JUL 1

    Retail Heat Map: Triple Threat Edition

    Carol launches her new Retail Heat Map series by diving into the triple threat that's hitting retailers from all sides right now. From Walmart's workforce disruptions to Amazon's grocery struggles, these aren't just random headlines – they're early warning signals of how external forces are reshaping retail faster than most companies can adapt. Drawing from her recent media commentary across outlets from MarketWatch to the Daily Mail, Carol connects the dots between seemingly unrelated retail challenges to reveal the bigger patterns retail watchers need to understand now. From the Supreme Court's ruling forcing mass retail layoffs to the security-convenience death spiral destroying store experiences and the pricing powder keg threatening to blow up the holidays, collective pressures are compounding. Key takeaways: Scale is everything when curveballs hit – When Walmart loses employees overnight due to federal policy changes, physical scale becomes a lifeline.(Still) no security solution in sight – Locking products behind glass might stop theft, but it's killing sales and pushing customers online.Tariff tremors are starting – Target's toy price increases, Amazon's extended Prime Day strategy, and the Hudson’s Bay bankruptcy are early signals that global retailers are bracing for economic impact.Grocery integration overdue and underestimated – Amazon's "One Grocery" initiative acknowledges the obvious: after years of trying to make Whole Foods work, grocery assimilation is still elusive. Ready or not, the second half of 2025 will separate retail winners from casualties. The question isn't whether more disruption is coming – it's which retail strategies survive first contact with reality. Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    18 min
  4. When Bots Don't Buy Your Hype: The Platform-Killing Disruption Retailers Didn't See Coming

    JUN 2

    When Bots Don't Buy Your Hype: The Platform-Killing Disruption Retailers Didn't See Coming

    Carol dives deep into the retail disruption that's hiding in plain sight – and why retailers and brands might be seriously underestimating its impact. While most retailers are treating AI shopping agents like just another optimization challenge, Carol's here with a reality check – this isn't about tweaking your marketing messages. It's about attempting to tame AI agents that couldn't care less about your beautiful product photography, emotional brand storytelling, or those conversion funnels you spent months perfecting. These retailer and brand-agnostic bots can dart in and out of carefully constructed platforms, completely unimpressed by all that stickiness retailers have worked so hard to create. But here's the upside: retailers and brands that get ahead of this curve will have conquered a mighty beast that could leave competitors scrambling for answers. Episode highlights: What makes AI actually "agentic" – Why 94% of companies claiming to use agents probably aren't (spoiler: your chatbot doesn't count)The content conundrum – How do you serve emotional humans AND data-hungry bots when they're after completely different details? Retail media mayhem – How AI shopping agents could derail retail media goldmines overnight.The nail in the coffin(s) – Why narrow-focused retailers like Party City and Bed Bath & Beyond were just the warm-up act for what's ahead.Ready or not, the shopping bots are coming. Will your retail strategy survive first contact? Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    15 min
  5. JAN 28

    NRF 2025: Decoding Signals Beyond the AI Echo Chamber

    Sure, everyone was buzzing about AI at NRF 2025 – but what if that's not actually the biggest story from retail's marquee event? In this episode, Carol Spieckerman dives into the fascinating undercurrents that were easy to miss as the AI buzz grew louder. Get ready for some surprising revelations about what's really keeping retail executives up at night.  Through both main-stage presentations and those always-revealing hallway conversations, Carol uncovered something unexpected: retail's biggest names are quietly revolutionizing their approaches in ways that no one saw coming. We're talking about major retailers completely flipping the script on strategies that seemed unstoppable just months ago, while others are finding success by embracing what looks like total contradictions in how they approach everything from product selection to brand identity.  You'll hear directly from retail's heavy hitters from Walmart, Target, Foot Locker, Burberry, Macy’s, and more sharing surprisingly candid takes on their strategic pivots. Carol explores why some brands are boldly reclaiming their history and authority even as others push into new territory.  Carol also pulls back the curtain on how retailers are juggling the increasing complexity of their businesses – from reimagining store associate roles to managing an entirely new type of customer. And yes, she talks about AI – but not in the way you might expect! Instead of use cases and demos, Carol is looking at how it's fundamentally reshaping how retail organizations will operate and who's accountable for what.  While AI discussions dominated the halls at retail's biggest event, major brands and retailers are revolutionizing their strategies and refreshing their brands in ways that weave together technological innovation and fundamental retail principles.  Join Carol for an eye-opening look beyond the headlines that reveal the real forces shaping retail in 2025. Whether you're calling the shots in retail, analyzing the industry, or just curious about where things are headed next, this episode will change how you think about retail's future. Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    19 min
  6. The Full Funnel Effect: In-Store Media Gets a Glow-up

    11/12/2024

    The Full Funnel Effect: In-Store Media Gets a Glow-up

    Retail media networks are still on fire, but most retailers are just scratching the surface when it comes to tapping in-store opportunities. In this episode, Cole Johnson, founder and CEO of The Looma Project, reveals why the next five years will be a land grab for in-store retail media. As inflation and tight margins put on the squeeze, savvy retailers are modernizing their store environments while tapping into lucrative new revenue streams. Cole breaks down the "three CXs" that have kept some retailers on the sidelines: customer experience concerns, CapEx requirements, and operational complexity. The good news? Solutions are emerging that check all the boxes. Looma's three-screen approach creates an enterprise-grade platform that drives results without busting budgets, overwhelming shoppers, or compromising customer experience. Key Takeaways: Content is king in retail media, but authenticity is emperor. When shoppers tune out overly promotional content in less than a second, cookie-cutter commercials won't cut it. Learn why documentary-style storytelling featuring real people is the new standard. Location, location, location. Sales lift 5-10 times higher when digital media and merchandise are co-located rather than placed away from products. Find out how smart positioning can transform displays from background noise into powerful conversion tools. The numbers tell the story. Combining ad revenue and sales lift adds up, especially for low-margin businesses like grocery. Get insights into why in-store retail media can quickly become an exponential game-changer. New tools call for new metrics. Although traditional KPIs such as ROAS and iROAS still have a place in the new retail media frontier, they don’t tell the full story. Understand how four key value drivers bring greater insight. The in-store retail media revolution is poised to transform multiple high-involvement categories like beauty, outdoor gear, and pet supplies. The playbook is ready and the metrics have been established - now it's up to retailers to build the infrastructure and invite brands along for the ride. The future of retail media isn't just digital - it's dimensional. Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    24 min
  7. Consumer Primacy and the Work Shop Shift:  A Conversation with Joe Brady

    10/22/2024

    Consumer Primacy and the Work Shop Shift: A Conversation with Joe Brady

    In this episode of Spieckerman Speaks Retail, Carol Spieckerman sits down with Joe Brady, commercial real estate guru and author of "Work. Shop. The Consumer-Driven Transformation of Commercial Real Estate."  Joe unpacks how the concepts of "work" and "shop" have shape-shifted from nouns to verbs, driven by technology and changing consumer behaviors. From the rise of omnichannel retail to the tectonic shifts in work culture post-pandemic, Joe offers a fresh perspective on how these and other transformations are reshaping our physical spaces, leadership styles, and business processes. Joe and Carol dive into the realities of consumer primacy and how retailers are balancing customer empowerment with behavior-shaping technologies. They explore the delicate dance between giving customers everything they want and nudging them towards mutually beneficial choices. Key Takeaways: Why the office sector is having a “retail moment” (and it’s long overdue).How the recent wave of return-to-work mandates might backfire.Why effectiveness beats productivity in the conceptual economy.How "sick buildings" could drive more sustainable spaces.If you’re curious about the future of work and shopping, this episode is packed with insights that'll have you seeing built environments in a whole new light.    Joe Brady website Joe Brady on LinkedIn Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    37 min
  8. Seamless, Shoppable, and Swift: Eitan Koter’s New Rules of Video Commerce

    08/06/2024

    Seamless, Shoppable, and Swift: Eitan Koter’s New Rules of Video Commerce

    In this episode of Spieckerman Speaks Retail, Carol Spieckerman explores the convergence of commerce and media with Eitan Koter, Co-CEO of Vimmi. Eitan shares Vimmi’s journey from a media and entertainment technology provider to a leading video commerce platform. The conversation delves into Vimmi's sales acceleration platform, which seamlessly integrates shoppable video across multiple channels, from diverse social media platforms to brick-and-mortar stores. Carol and Eitan discuss why multi-platform video is a must-have in modern retail marketing and how the "TikTok-ification" of content has transformed best practices. Eitan will have you rethinking your approach to video and challenging the "quality over quantity" standards of the past. He provides step-by-step guidelines for creating authentic, high-volume content that aligns with business lifecycles while tackling customer pain points. Eitan busts the “brands are dead” myth and expands on the power of storytelling to onboard new generations of shoppers and accelerate conversion.  The discussion hits on the rise of retail media networks and how Vimmi's solutions optimize retailers’ in-store digital aspirations. Eitan shares his thoughts on the future of retail, highlighting the causes and concerns that will drive consumer engagement.   Key Takeaways: Quantity Over Quality: How flooding the zone and adjusting on the fly make engagement soar.Founder-led Favor: How to leverage authenticity and origin stories to differentiate in a crowded marketplace.Rapid Iteration Hacks: Why narrow-lens innovation, lean launches, and live-testing are the ways of the future.Data-Driven Domination: How advances in video analytics optimize content and campaigns in record time.Part crystal ball, part strategy session, this episode offers valuable insights to retailers and brands looking to harness the power of video commerce and navigate the retail media landscape. Are you ready to turn up the volume? Guest contact information: Eitan Koter on LinkedIn Vimmi website Vimmi YouTube channel Want to be a guest on Spieckerman Speaks Retail? Contact team@spieckermanretail.com Check out more of Carol's retail insights and updates Follow Carol on LinkedIn Follow Carol on Twitter

    42 min

Ratings & Reviews

5
out of 5
3 Ratings

About

Retail is exciting, fast-moving, and filled with opportunity, yet information overload is a constant challenge. Join retail strategist and top influencer Carol Spieckerman every other Tuesday as she navigates past the noise to get to the heart of what really matters in retail. In every episode, Carol harnesses her latest retail trajectories and interviews with industry experts to distill tools, tactics, and takeaways for wherever you play in retail. If you’re ready to cut to the chase, or just want to be inspired by where retail is going next, this show is for you. Visit spieckermanretail.com for more retail insights and event updates.