The Modern Retail Podcast

  • 44 minutes 55 seconds
    PepsiCo thins portfolio and bets on better-for-you products

    This week's episode of the Modern Retail Podcast kicks off with a discussion between co-hosts Gabriela Barkho and Melissa Daniels about PepsiCo's announcement that it will be trimming its portfolio and cutting back prices as part of a new agreement with activist investor Elliott Investment Management. They also unpack the opportunities the conglomerate faces as it plans more innovation in the better-for-space, whether that's removing artificial colors and flavors, or including more protein, fiber and whole grains.


    Then on the featured segment (15:40), Daniels is joined by Modern Retail's Allison Smith and Julia Waldow to unpack the secondhand sales boom of 2025. Their conversation dives into the technological improvements, economic shifts and brick and mortar touch points that have helped drive more interest and sales in this growing category. They discuss how:

    • Shoppers are increasingly considering used items due to cost savings.
    •  Companies like Poshmark and ThredUp are using AI to help populate their marketplaces.
    •  The rise of in-person estate sales and thrift store hauls as people look for the "thrill of the hunt."
    13 December 2025, 5:00 am
  • 1 hour 4 minutes
    How startups get on the shelves of Whole Foods

    On this week’s Modern Retail Podcast, senior reporters Melissa Daniels and Gabriela Barkho kick things off with a look at the record-setting use of buy now, pay later payments over Black Friday weekend. The duo also gets into the holiday spirit by talking about the widespread impact of seasonal flavors. This year’s big trend? All things cranberry.

    Later on in the episode (23:41), Barkho sits down with Kelly Landrieu, principal planner of local & emerging brands at Whole Foods Market, who heads up its Local & Emerging Accelerator Program. In the conversation, Landrieu outlines the program’s role in bringing the buzziest young brands to Whole Foods’ shelves, which in the past has included brands like Poppi and Little Sesame.

    They also discuss:

    • The dos and don’ts of startups successfully getting into Whole Foods Market.
    •  Common mistakes smaller brands make when trying to grow in a national chain.
    •  When to consider hot trends, like better-for-you soda and high-protein snacks versus a product’s potential longevity.
    6 December 2025, 5:00 am
  • 45 minutes 41 seconds
    The trends that will dominate Black Friday and Cyber Monday, from AI search to experiential pop-ups

    Cyber Week is here and the Modern Retail Podcast is breaking down the biggest shopping and trends to watch during this all-important shopping period.


    This week, Modern Retail senior reporter Gabriela Barkho is joined by staff from our sister site, Glossy, including senior fashion reporter Danny Parisi and Glossy West Coast correspondent Lexy Lebsack. Now that the sales week has officially begun, the trio discusses a number of brand strategies and shopper behavior they have spotted this season, including the first big test for AI chatbots assisting with gift search.

    On this week’s show, the staff’s roundtable covers topics such as:

    • The modern gift guides and where shoppers are looking for holiday gift ideas, from brands’ own gift guides to ChatGPT suggestions.
    •  The non-discounting marketing strategies, in which brands are instead offering shoppers perks like exclusive access to products and in-person pop-ups.
    •  Other ways brands are standing out beyond traditional marketing sales, including limited-edition collaborations and even advent calendars.
    29 November 2025, 5:00 am
  • 48 minutes 18 seconds
    How Gen Z builds brands, with CharCharms' Charlotte Trecartin

    This week on the Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels dive into all the brand moments Barkho saw on a recent trip to BravoCon in Las Vegas. The event had a record number of shoppable activations, ranging from Wayfair studios to special-edition Reebok sneakers. Then they analyze the latest earnings from TJX, which showed net sales of $15.1 billion. That marked a 7% increase from a year ago, boosted by more foot traffic and value-driven shoppers.

    Then, in this week's featured segment, Daniels sits down with CharCharms founder and CEO Charlotte Trecartin to discuss the art of publicly building brands as a Gen-Z entrepreneur. While founders have been "building brands in public" for years, the strategy is becoming paramount for digital-native business owners who are sharing their wins and fails on TikTok, Instagram and Substack. Their discussion gets into:

    • Why virality can help drive sales but doesn't indicate long-term viability
    • Understanding what to share and what not to share when building your business
    • Future-proofing ideas and concepts with legal and intellectual property safeguards
    22 November 2025, 5:00 am
  • 54 minutes 26 seconds
    How ButcherBox uses a loyalty program to drive more meat sales

    This week on the Modern Retail Podcast, co-hosts Gabriela Barkho and Julia Waldow kicked things off by discussing Amazon’s plan for a new Whole Foods store concept. The new layout, currently being tested in select locations, will allow shoppers to purchase more mainstream brands like Pepsi and Chips Ahoy while they do their Whole Foods shopping. The team also broke down the growing popularity of Advent calendars and why every brand from Dior to Kraft Mac & Cheese is releasing them.

    And in this week's featured segment, Modern Retail’s Melissa Daniels sat down with Reba Hatcher, the chief revenue officer at subscription brand Butcher Box, where the two spoke about the company’s growing loyalty program.

    Their discussion covers:

    • The company’s decision to segment its subscriber base to personalize offerings to different customers.
    •  Building a two-tiered loyalty program that rewards customers for the amount of dollars they spend and how often they order.
    •  How features like add-on products are helping grow cart sizes
    8 November 2025, 5:00 am
  • 47 minutes 37 seconds
    Inside the private equity playbook to revive Claire’s

    This week on the Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels unpack the news that Amazon is laying off about 14,000 people from its corporate workforce. They discuss what this says about how corporate America is responding to economic circumstances as well as the role of AI in reshaping workflows. Next, they talk through Lululemon's NFL collaboration and what it reveals about the athleisure giant's attempts to win over new audiences.


    From there (15:40), Barkho and Daniels sit down with Lawrence Berger, the co-founder of private equity firm Ames Watson that recently acquired Claire's following its Chapter 11 filing. Berger explains how the company's experiences reviving Lids, another legacy mall brand, are helping inform its Claire's playbook as it looks to update the stores and brand for a new era.

    Their discussion covers:

    • The challenges Claire's faces with outdated merchandising and inefficient corporate practices
    •  The behind-the-scenes fixes, like merchandising and store refreshes, that Ames Watson is planning
    •  Why Ames Watson sees itself as an “atypical” private equity firm that aims for long-term brand revival rather than quick flips
    1 November 2025, 4:00 am
  • 47 minutes 56 seconds
    How Bobbie's brand playbook led to landing Cardi B

    On this week's episode, co-hosts Gabriela Barkho and Melissa Daniels get into the news of Quince dodging claims from Ugg's parent Deckers Brand that it unlawfully copied two of its best-selling styles. Next, they discuss the announcement from cosmetics company E.l.f that it will be offering live shopping on streaming service Twitch, and what that says about the potential resurgence of streaming in social commerce.

    Then during the featured segment (12:50), Daniels is joined by Kim Chappell, the chief brand officer at infant formula company Bobbie, to go behind-the-scenes of its latest campaign with Cardi B (Bobbie named her as its "chief confidence officer") and how the company infuses brand across all parts of their business.

    Chappell discusses:

    • Why having a strong brand has helped grow Bobbie and gain customer trust
    •  The combination of gut instinct, humor and parenting realities that goes into crafting big campaigns
    •  How to know when and whether to weigh in on social or political issues
    25 October 2025, 4:00 am
  • 49 minutes 49 seconds
    Behind the scenes of Ulta Beauty's new marketplace

    On this week's episode of The Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels discuss Mammoth Brands' acquisition of Coterie, a luxury diaper brand that's had a fast-growing subscription business since 2021. While the terms of the deal are undisclosed, it's a big move for Mammoth whose portfolio up until now has included adult body care and grooming brands like Harry's, Flamingo and Lume.

    Then they unpack the news that Unilever is offloading luxury skincare brand Kate Somerville 10 years after its acquisition. It's now owned by Rare Beauty Brands, which also skincare brands Patchology and Dot Dot Dash. But it's another sign that Unilever is looking to simply its portfolio and get out of the luxury category, as Unilever also shuttered another brand in the category, Ren Clean Skincare, in July.

    This week's featured segment is an interview with James Lang, the vp of marketplace at Ulta Beauty (21:22). The company in October announced its first-ever third-party marketplace that's integrated into its website. The move is an attempt to grow e-commerce business without being saddled with inventory, but Lang explains how the company worked quickly and efficiently to stand up the operation within six months after announcing it in March.

    They discussed:

    • How Ulta learned from other retailers' mistakes when building its marketplace.
    •  How it plans to use third-party sellers as a way to jump on trend
    •  The challenges and benefits of selling unowned inventory as a trusted legacy brand.
    18 October 2025, 4:00 am
  • 55 minutes 37 seconds
    Prime Day takeaways, the end of Rite Aid, and Gen Z’s changing drinking habits

    This week on The Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels unpack how Amazon’s latest Prime Day reflected shifting shopper priorities, and what the end of Rite Aid indicates about the pharmacy industry’s future. Then (20:50), they’re joined by Bacardi’s Alex Tomlin and Southern Glazer’s Zach Poelma to explore how Gen Z’s health- and budget-conscious habits are transforming the alcohol category — from the rise of the spritz to healthier, cleaner cocktail ingredients.

    11 October 2025, 4:00 am
  • 52 minutes 2 seconds
    Checkout comes to ChatGPT, Walmart to remove dyes and additives, and how Cakes is redefining brand corporate culture

    On this week's Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels discuss the rollout of ChatGPT's new Instant Checkout feature that will initially support single-item purchases from Etsy sellers, and how brands are increasingly looking at third-party AI tools as a sales channel. Then they chat about Walmart's announcement that it's removing more artificial dyes and additives from its private label food products amid a growing drumbeat of customer demand for transparency and clean ingredients.

    Then on the featured segment (16:40), the hosts are joined by Taylor Capuano and Casey Sarai, who co-founded Cakes Body in 2021. Their discussion focuses on the company benefits they've rolled out to improve company performance, and how emerging brands can redefine corporate culture. The company blew up on TikTok and has now surpassed $100 million in revenue. This summer they also made their national retail debut in Ulta stores.

    Behind the scenes, though, Cakes offers benefits to employees like child care reimbursement and unlimited PTO that the founders say increases company performance in the long run. Their conversation dives into not only why Cakes offers such benefits but how it is adhering to this company culture as it scales, including: the importance of a $3,000 per month child care benefit that is used by around 20% of their team, how Cakes employees schedule and plan to accommodate week-long companywide quiet periods, even during the fourth quarter, and the advantages of being a bootstrapped company when it comes to deciding operational expenses.

    4 October 2025, 4:00 am
  • 35 minutes 55 seconds
    The much-hyped NikeSkims collection and Michaels' bid to fill the Joann and Party City voids

    On this week's episode of the Modern Retail Podcast, co-hosts Gabriela Barkho and Melissa Daniels go deep on the much-hyped NikeSkims launch. They discuss the look and vibe of the collections that debuted this week and where it might find a white space in the athleisure market.

    Then on the featured segment (16:06), Daniels speaks with Modern Retail reporter Mitchell Parton to unpack craft retailer Michaels' new store layouts as it attempts to fill the voids left by Joann and Party City that went bankrupt earlier this year. Parton met with new Michaels' CEO David Boone to discuss how the retailer dedicated a quarter of its floor space to new areas, called The Knit and Sew Shop and The Party Shop. Their conversation gets into the demand and opportunity for this strategy, including how searches for “fabric” on Michaels.com increased by 77% over the past year, and why Michaels' new area called The Party Shop includes lowered prices on party decor items like streamers, napkins and tableware. They also discussed the importance of store associate training and capacity to handle more products, customer inquiries and new responsibilities around balloon filling and fabric cutting.

    27 September 2025, 4:00 am
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