The Modern Retail Podcast

This year, back-to-college spending is estimated to cross $100 billion for the first time, according to data from the National Retail Federation. About $14 billion of that, or about $194 per shopper, is in dorm and apartment furnishings.

It’s the second-highest category after electronics, and some data suggests it's growing: Research from CTV ad platform MNTN last year shows that advertisers in dorm-adjacent categories saw average revenue grow 73.65 year over year during the peak purchase window in July.

One of the companies at the center of these trends is Urban Outfitters, which has made a concerted effort to grow its furnishings business in recent years. The company's head of merchandising for non-apparel, Karen Booker, joined special projects editor Melissa Daniels on the Modern Retail Podcast this week to dive into how the company has evolved in this space.

For many founder-led brands, the transition from a scrappy, bootstrapped startup to a major retail player is the ultimate test of sustainable growth. For some, that means taking on more debt or venture capital; for others, it means bringing on private equity investors to shoulder the costs.

This week, senior reporter Gabi Barkho is joined by Andrea Faulkner Williams, co-founder and president of baby care brand Tubby Todd, to discuss her strategic decisions behind that evolution. After launching in 2014 and spending years building the brand through a DTC community-driven approach, Tubby Todd sold a majority stake to private equity firm NexPhase Capital in 2022. Since then, the co-founders have remained in leadership roles and continue to grow the brand in retail, with a Target launch earlier this year.

This episode of the Modern Retail Podcast pulls back the curtain on why Tubby Todd’s founders chose that specific path, how the infusion of capital has fundamentally altered their operational strategy and how the partnership helped scale from DTC to mass retail.

In this episode, Williams discusses:

Her personal relationship with private equity capital and how it shaped Tubby Todd’s growth trajectory.

How founders can weigh the pros and cons of working with private equity firms.

What the NexPhase Capital investment means for Tubby Todd’s retail strategy in the coming years.

Once Upon a Farm is on a growth trajectory that is powered in large part by a new look in the baby aisle.

The brand, founded in 2015, offers organic, cold-pressed baby food and children's snacks. It went public in February after spending the past several years building up a unique wholesale strategy that places branded coolers in baby food aisles. The company ended 2025 with more than 3,400 coolers in grocery stores across the U.S. and is looking to surpass more than 5,000 by the end of 2026.

Overall, the company saw net sales hit $85.4 million in the second quarter of 2026, an increase of 42.3% from the prior year, according to its second-quarter earnings released Friday.

But the cooler strategy is a major part of the growth story, per chief marketing officer Katie Marston. She joined special projects editor Melissa Daniels on the Modern Retail Podcast this week to discuss the strategy and how the brand convinced retailers like Target, Walmart and Kroger to place branded coolers in their baby aisles. The result is a way for Once Upon a Farm to shake up a category long dominated by shelf-stable products.

“If we are going to create systemic change in children's nutrition, if we are going to shape the future of food, you have to place big bets, and you have to stick with them," Marston said.

Many Americans have spent the last few weeks contemplating whether to eat fresh produce, due to concerning headlines about the ongoing cyclospora outbreak. The parasite is creating a wave of confusion for shoppers, retailers and food service businesses.

The outbreak has food service chains like Sweetgreen and Taco Bell scrambling to assure customers their produce supply is safe. But the question remains: How much responsibility do companies actually have to communicate these health concerns? This week, the Modern Retail Podcast is diving into the new rules of retail safety, the PR challenges caused by food outbreaks and the difficulty of rebuilding consumer trust in the long run.

To discuss the cyclospora outbreak, senior reporter Gabi Barkho is joined by Helena Bottemiller Evich, the founder and editor-in-chief of Food Fix, a new online publication about food policy in Washington and beyond.

This episode gets into:

What makes this foodborne outbreak historically unique and difficult to trace.

Dos and don’ts: How companies can gain customer trust by communicating potential product contamination.

What food brands can learn from the outbreak.

As an official sales partner for Ray-Ban Meta glasses, Best Buy is rethinking what it means to deliver experiential retail in the age of AI.

This week on the Modern Retail Podcast, special projects editor Melissa Daniels sat down with Best Buy's executive vice president and chief revenue officer, Patrick McGinnis, to go behind the scenes into the development of the new 30-by-30-foot Meta AI shop-in-shops rolling out in select stores.

It’s the latest example of how Best Buy is looking to position itself as a destination for cutting-edge technology — and it's also a case study into how legacy retailers can rethink the store experience for new audiences. Best Buy plans to have 50 stores selling the new Ray-Ban Meta frames by the end of the year, with the hopes of increasing that to as many as 200 or more by the end of next year, McGinnis said.

The company knows there's demand for people to check out the specs in person; its own survey data shows that more than 50% of Best Buy customers say they want to see the Meta glasses in person before making a purchase. And since the retailer first launched smaller displays in 100 stores last October, more than 175,000 customers have completed a demo in a Best Buy store.

But beyond creating a destination for people to try out cutting-edge tech in person, the shop-in-shop provided an opportunity for Best Buy to revamp its store layout, McGinnis said. It aims to have more flexible space for experiential retail, including for more AI-powered products, on the horizon.