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The Modern Retail Podcast

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The Modern Retail Podcast
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  • Luxury earnings, behind-the-scenes at Chinese factories, and the unexpected industries that tariffs are hitting hard
    On this week's Modern Retail podcast, senior reporters Gabriela Barkho and Melissa Daniels dive into the ins and outs of LVMH's earnings that showed first-quarter sales in the U.S. dropped by 3%. And they discuss how brands and consumers are responding to the rash of videos from alleged Chinese manufacturing hubs that have taken over TikTok feeds. Then, the pair are joined by executive editor Anna Hensel for a roundtable discussion about how tariffs are affecting some unexpected and disparate categories (18:50). They chat about what they're been hearing from business leaders about how their costs, sourcing and operations are changing -- and so far, it seems no one is spared.
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  • Marketers sound off on tariffs and retail strategies, plus how Hanna Andersson built its loyalty program
    On this week's episode of the Modern Retail Podcast, the staff is going deep into modern marketing strategies. First up, executive editor Anna Hensel and senior reporter Gabriela Barkho talk about what was top of mind for executives at the Modern Retail Marketing Summit. Tariffs -- and how to respond to them -- were a hot topic of discussion. Marketers batted around ideas like adding a tariff surcharge to orders, pressing pause on some collaborations to save resources and taking a surgical approach to cutting SKUs. In some cases, they are still pushing forward on marketing spend while competitors pull back. Speakers from brands like Oura, Chobani and Bark also talked about their approach to growing their retail businesses, as they use insights from their DTC business to inform their pitch to retailers, and use their wholesale businesses to introduce themselves to new types of customers. Then, in this week's featured segment (19:42), Hanna Andersson's chief customer officer, Lisa Perlmutter, talks about how the premium children's apparel brand built its first-ever loyalty program.
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  • Rundown: 'Liberation Day' brings a week of tariffs chaos, a TikTok check-in, and LesserEvil sells to Hershey
    On this week's episode of the Modern Retail Rundown, the staff gives an overview of what tariffs were announced on April 2, which President Donald Trump called "Liberation Day," and how the retail industry reacted accordingly. Then, a look which companies are trying to throw their hats into the ring to acquire TikTok. And lastly, an M&A streak in the better-for-you space continues as Hershey announced it will acquire popcorn brand LesserEvil in a $750 million deal.
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  • The Honey Pot's Bea Dixon on why 'better-for-you is the new conventional'
    Bea Dixon, founder and CEO of plant-derived feminine care brand The Honey Pot, got the idea for her startup in 2012 when she was suffering from bacterial vaginosis. Inspired by a visionary dream that centered around her grandmother sharing a list of ingredients, Dixon went on to start the Honey Pot, which now consists of washes, wipes, tampons pads and more, all containing straightforward, plant-derived ingredients. “I actually think the [vaginal wellness] space is changing for the better….better-for-you is the new conventional,” Dixon said, sharing how she thinks things like clean cotton have become table stakes for companies that sell tampons and pads. In turn, it’s been an exciting time for companies like The Honey Pot. Last year, the Honey Pot sold a majority stake to Compass Diversified for $380 million. And Dixon joined the Modern Retail Podcast to talk about what’s been going on at The Honey Pot since then. Dixon admitted that initially, talking about the sale was hard because “we have never been one to talk about how much money we raise, or how much money we make.” But now, she says “I feel great, I feel ucky to have a partner. I feel lucky that we were able to make whole the investors that had been with us since the very beginning.” And, being part of a bigger company like Compass Diversified has allowed The Honey Pot to spend more time and resources on bigger projects, like new packaging, which is rolling out in April. “We put several, it felt like hundreds of iterations in front of people so that we could really dial down to what would be the best version of said new packaging,” Dixon said. In the process, the Honey Pot learned how to more specifically call attention to certain attributes like the types of herbs that go into each product and what the benefit is of each. It points to a bigger evolution that Dixon is seeing in the space; namely that more brands are “leading with function.”
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  • Rundown: Dollar Tree sells Family Dollar, GameStop bets on Bitcoin & H&M's profit plummets
    On this week's Modern Retail Rundown, the staff discusses Dollar Tree's decision to offload its struggling Family Dollar segment for $1 billion. Meanwhile, GameStop plans to close a "significant number" of stores as it ponders investments in cryptocurrency. Finally, H&M reported weaker-than-expected earnings this week, pointing to high markdowns and inflation woes.
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About The Modern Retail Podcast

The Modern Retail Podcast is a podcast about the retail space, from legacy companies to the buzzy world of DTC startups. Every Thursday, Cale Weissman, editor of Modern Retail, interviews executives about their growth and marketing strategies. And every Saturday Gabi Barkho, senior reporter, sits down with the Modern Retail staff to chat about the latest headlines in the retail world.
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