The Modern Retail Podcast

In a blow for President Donald Trump's tariff agenda, the U.S. Supreme Court ruled on Feb. 20 that the Trump administration exceeded its authority under the International Emergency Economic Powers Act in a 6-3 decision. In other words, they deemed that the sweeping tariffs he issued on Liberation Day against nearly every U.S. trading partner were unlawful. Now, many people in the retail industry, whose companies have been impacted by these tariffs, are left wondering what will happen next in the days and weeks to come.

In this emergency episode of the Modern Retail Podcast, executive editor Anna Hensel, special projects editor Melissa Daniels and senior reporter Gabriela Barkho break down what the Supreme Court ruling means for brands and retailers. They get into:

Their initial reactions to the news that the Supreme Court struck down President Trump's tariffs.

 Whether or not brands and retailers will be able to get refunds for the tariffs they paid over the past year.

 What this could mean in the push for more domestic manufacturing.

 What they'll be watching next as President Trump vows to impose his tariffs agenda through other means.

In 2026, the term direct-to-consumer, or DTC, has become somewhat of a pejorative within the retail startups ecosystem.

Enter: “DTC 3.0,” or what’s dubbed as the most sustainable and profitable version of the model to date. The term was popularized last year after an X post by Cody Plofker, the CEO of Jones Road Beauty, though a debate has emerged on what the phrase entails.

On this week's episode of the Modern Retail Podcast, senior reporter Gabriela Barkho is joined by two veterans of the DTC landscape who started their brands in the 2010s. Nate Checketts, co-founder and CEO of Rhone, and Melissa Mash, co-founder and CEO of Dagne Dover, argue that the term DTC, in and of itself, is antiquated. The two also weigh the pros and cons of being an early player in the "DTC boom," and their approaches to raising venture capital and building more sustainable brands.

This week's episode discusses:

How do founders characterize the different phases of DTC?

A look back at being part of the DTC 1.0 wave, then navigating the next two phases amid increased challenges. 

How events like the Covid-19 pandemic and tariffs helped shape the DTC channel.

Building an enduring brand through a slower, more sustainable growth model.

This week on the Modern Retail Podcast, special projects editor Melissa Daniels is joined by senior reporter Julia Waldow to dive deep into the world of brand activations happening around Super Bowl LX. Many brands don't have the $8 million to drop on a Super Bowl ad. In turn, they're tapping pop-ups, concerts and other IRL experiences to drive awareness before millions of eyeballs in the Bay Area, where the Super Bowl will be held at Levi's Stadium.

On this week’s Modern Retail Podcast, the staff discusses how the growing presence of Immigration and Customs Enforcement (ICE) in cities like Minneapolis is impacting retail. Senior reporter Gabriela Barkho and special projects editor Melissa Daniels are joined by Modern Retail executive editor Anna Hensel to discuss topics like executives' reactions, shoppers’ protests and how brands are expressing solidarity with people on the ground.In this episode, the three discuss:

How local and national retail brands with a Minneapolis presence are addressing their employees and customers.

 Recent ICE killings of Renee Good and Alex Pretti pushed corporate CEOs from Target and Best Buy to finally respond.

 What some brands are doing to express solidarity with immigrants and locals, including participating in strikes and donating sales proceeds to organizations.

On this week's episode, special projects editor Melissa Daniels takes a deep dive into how brands are shaking up their returns playbook. As many as 72% of brands are charging for returns these days, according to the National Retail Federation, but that's a major customer pain point. In turn, it's an area of business that brands are constantly evaluating to make sure their return policies make logistical and financial sense while still providing a good customer experience.

Daniels speaks with Samantha Gold, founder of sleepwear brand Motette, and Arin Schultz, chief growth officer at mattress brand Naturepedic, about the changes they're making to their return policies to make them more customer-friendly without taking a hit on the costs associated with processing returns. They get into:

The invisible costs of free returns, like shipping rates and warehouse restocking fees

Why Motette is planning to roll out free returns following a customer poll

The ways Naturepedic got its return rate to less than half of the industry average