"The Analysts": Sucharita Kodali, Neil Saunders & Simeon Siegel Decode What Really Matters
This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who…
"The Analysts" Part 2: The Future of Department Stores and Agentic AI with Sucharita Kodali, Neil Saunders & Simeon Siegel
In the latest episode of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc return with Part Two of “The Analysts," which featues three of the retail industry’s most respected thought leaders—Sucharita Kodali (VP & Principal Analyst, Forrester Research), Neil Saunders (Managin…
“The Analysts”: Simeon Siegel and Sucharita Kodali’s 2026 Retail Playbook
Steve Dennis and Michael LeBlanc open the first episode of 2026 with a clear-eyed look at the retail news shaping the year ahead. Holiday sales landed largely as expected. Online sales grew faster, but at a decelerating pace, reinforcing the continued centrality of stores—particularly as click-and-…
Guggenheim Analyst Simeon Siegel: Why Revenue Matters More Than Hype in Retail + 2026 Stock Picks
Retail earnings season just wrapped, and the headlines are telling one story while the data tells another. Consumer sentiment is dismal. Tariffs are squeezing margins. Geopolitical uncertainty looms. Yet average retail revenues grew 7-9% in Q4, and consumers keep spending. How do you reconcile thes…
Rhone CEO Nate Checketts on Mind & Body Wellness: How Mental Fitness Built a $100M Performance Brand
Most performance apparel brands tell you they're building a lifestyle. Nate Checketts actually means it. As CEO and co-founder of Rhone, he's built a company where mental fitness isn't marketing—it's the foundation. "We say internally that we are a wellness company that just happens to sell clothes…
Thursday, May 14, 2026 — Ooh, mommy, this tastes UMAMI 🙄
While we didn't have too much difficulty with today's crossword, there were a few clues that made us pause and wonder. We were intrigued by 42D, Seven-stringed instrument that gave the guitar its name, KITHARA; awed by the memorable 11D, Prolifically posting about one's kids online, in a neologism,…
The Analysts Reunited: Strong Sales, Sour Sentiment, and Tough Turnarounds
Episode 304 reunites The Analysts — Remarkable Retail's celebrated panel of Forrester's Sucharita Kodali, Guggenheim's Simeon Siegel, and GlobalData's Neil Saunders — to take stock of retail coming out of earnings season. Steve Dennis and Michael LeBlanc open on the paradox of 2026: results are lar…
The $4 Billion Ceiling: Why Great Retail Brands Stop Growing | Simeon Siegel, Guggenheim Partners
In the debut episode of Anchored, host and CMO Ethan Chernofsky sits down with Simeon Siegel, Senior Managing Director at Guggenheim Partners and a leading voice in retail analysis.
This conversation dives into the hidden "gravity" of retail economics, specifically why even the strongest brands of…
Tractor Supply CMO Kimberley Gardiner on the Power of "Life Out Here." PLUS : Grocery's Shaky Middle and Starbucks Convenience Pivot
Recorded live on the CommerceNext Growth Show main stage in NYC, Steve Dennis sits down with Kimberley "KG" Gardiner, Chief Marketing Officer of Tractor Supply Company, who traces her path from senior marketing roles at Toyota, Lexus, and Volkswagen to leading one of America's most distinctive life…
Safe Haven Status, Retail Wrap Up, and Crypto Comeback 8/21/26
The Wall Street Journal’s Greg Ip joins us to discuss whether U.S. Treasurys are losing their safe haven status after Treasury Secretary Bessent’s buyback plan. Plus, Guggenheim’s Simeon Siegel is here with his retail outlook after a big earnings week. And Pantera Capital’s Cosmo Jiang weighs in on…
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