
← Remarkable Retail Podcast12 May · 48 min
Retail's Great Concentration, Tapestry's Comeback, and the Dumbest Story of the Year
Retail's Great Concentration, Tapestry's Comeback, and the Dumbest Story of the Year
Amazon, Walmart, and Costco aren't just winning—they're pulling away. In episode 301, Steve Dennis and Michael LeBlanc unpack "Retail's Great Concentration": why growth is accruing to a shrinking group of super-scalers, what it means for everyone else, along with the critical difference between buying and shopping. Plus: strong earnings from Tapestry and Warby Parker, the GameStop-eBay bizarro story, Saks Global's restructuring, and what the FIFA World Cup means for retail, dynamic pricing, and possibly world peace.