Phillip Jackson, Brian Lange

Future Commerce

A Marketing , Business and Entrepreneurship podcast

About the show

Future Commerce is the culture magazine for Commerce. Hosts Phillip Jackson and Brian Lange help brand and digital marketing leaders see around the next corner by exploring the intersection of Culture and Commerce. Trusted by the world's most recognizable brands to deliver the most insightful, entertaining, and informative weekly podcasts, Future Commerce is the leading new media brand for eCommerce merchants and retail operators. Each week, we explore the cultural implications of what it means to sell or buy products and how commerce and media impact the culture and the world around us, through unique insights and engaging interviews with a dash of futurism. Weekly essays, full transcripts, and quarterly market research reports are available at https://www.futurecommerce.com/plus

Newest episodes

Shopify Exec Reveals the Future of Post-Anonymous Retail

Nov 11, 2026 37 min

Shopify merchants set a record $14.6 billion over BFCM last year. But as discovery moves into AI and the season stretches longer, the store’s job is changing from closing a sale to starting a relationship. Ellen Linardi, VP of Product at Shopify, is obsessed with fixing in-store workflows and dreams of a world where items left in a shopper’s online cart are ready when the customer arrives in-store. We unpack how in-person purchases are both the most personal and the most anonymous transactions in retail, how POS workflows free merchants to focus on curation, and why 2027 should be the year businesses uplevel experiential commerce. When the Online Cart Follows You In-StoreKey takeaways:The customer relationship often starts online, and deepens in-store. Shopify is focusing on closing that gap.Retail-first merchants still need to be findable through AI search. That’s where awareness and discovery happen now, before consumers leave home.While the holidays are for new business acquisition, brands should treat every sale as a relationship moment: identified customers spend significantly more.Workflow is everything, and optimization differs from store to store. Customize POS to how each location actually sells.“A customer list is only as good as what you do with it afterward.” — Ellen Linardi“Buyers are not forgiving with wasted time. And time in store is not wasted time, [unless] you’re waiting.” — Ellen Linardi“I like to think of [small businesses] as people with consumer resources but enterprise problems.” — Ellen Linardi“An in-person transaction is the most anonymous transaction we have, and yet it is the most personal.” — Brian LangeIn-Show Mentions:Learn more about Shopify’s latest retail and POS updates at Shopify EditionsExplore Shopify POS and Smart GridConnect with Ellen Linardi on LinkedInFuture Commerce’s BFCM 2025: We Give Thanks for Couch CommerceFuture Commerce’s OMNIMODAL researchFuture Commerce’s The Concierge Economy guideFuture Commerce’s celebrity bran...

How to Grow an eCommerce Business When the Math Doesn’t Math

Nov 6, 2026 54 min

Selling online has never been more expensive. Cheap channels are saturated, factory and freight costs have climbed, and ad platforms keep getting better at extracting margin from brands. For a lean DTC brand in 2026, the old math simply doesn’t math. Ecommerce economics are broken. Dave Stickland, Co-Founder and President of Popsmith, joins Phillip and Brian to share how he rebuilt Popsmith’s marketing from the garage up. Dave explains how agentic AI tools take his ad creative from concept to live in 24 hours, why AI slop is a skill issue, and why the next generation of agencies and creative strategists will be paid for vision, not execution. Chasing A Frontierless FutureKey takeaways:There’s no more frontier for DTC brands. A decade ago, subsidized Amazon fees, direct access to overseas factories, and cheap paid social made healthy margins easy. Now factories sell against brands on Amazon, factory wages have doubled, freight costs have soared since COVID, and Meta keeps getting better at extracting ad spend.Contribution margin pays for everything below the line, including agencies, freelancers, and new hires. When that margin disappears, so does the budget to grow.AI creative is still not fully autonomous, but only works with scaffolding: product renders, brand context, and a clear process.It’s time for brands to extract new value from the creative library they’ve already paid for.Agencies will be paid to advise and build SOPs, not to execute inside the software.“You either own the software or the software will own what you do.” — Dave Stickland“What AI will never be is relational.” — Dave Stickland“The data set itself is what you are paying for, not the tool.” — Dave SticklandIn-Show Mentions:Dave on X: The Math Doesn’t MathShop the popcorn popper at popsmith.comRunneth by MotionJamey Gannon’s The AI Creative Director courseFuture Commerce’s LOREGet tickets to VISIONS Summit, February 10, 2027 at MoMAAssociated Links:The Growth v. Profitability Cage Match (Infinit...

How Milani Doubled Its Business, and Plans to Do It Again

Nov 4, 2026 46 min

Milani Cosmetics has spent 25 years pairing prestige-quality formulas with mass-market price points. In the last five years, the indie brand doubled its business and climbed from No. 10 to No. 7 in mass color cosmetics—and it plans to double again over the next three. Jeremy Lowenstein, Chief Marketing Officer at Milani Cosmetics, joins Phillip and Brian to talk about the brand’s latest marketing movement, What’s Inside Is Everything, which emphasizes community, authenticity, and quality. He explains how pop-ups and creator partnerships bring the brand to life beyond its 25,000+ stores, and how to maintain brand relevance and consumer connection in a market driven largely by celebrity and influencer endorsements. Prestige Formulas, Mass PricesKey takeaways:What’s Inside Is Everything is a 360-degree brand platform rather than a one-off campaign, anchoring all of Milani’s messaging since January 2026 in the quality of ingredients.Milani brings customers into the Baked Blush creation process; the cult-classic product is hand-piped onto terracotta tiles in Italy.Milani defines its core customer by life stage, not generation. The Milani consumer is a young but established adult with disposable income, who is ready to settle down with quality products they can use long-term. Milani positions itself to receive consumers when they are ready to commit to a brand, rather than leaning into generational stereotypes and chasing fleeting trends that other brands scramble for. “Someone who is Gen Z now will also eventually also become a 38-year-old.” –– Jeremy Lowenstein“It’s easy to start a brand in beauty. It’s hard to stay in it.” — Jeremy Lowenstein“We’re not here to help you change who you are. We’re here to help you reveal what you think is your best self.” — Jeremy Lowenstein“The funnel’s not dead. The funnel just looks different. It basically looks like spaghetti now, and it takes you all over the place.” — Jeremy Lowenstein“Everyone thinks [TikTok Shop] is net new. It’s...

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All episodes

The newest 50 of 600 episodes

Shopify Exec Reveals the Future of Post-Anonymous Retail

Nov 11, 2026 37 min

How to Grow an eCommerce Business When the Math Doesn’t Math

Nov 6, 2026 54 min

How Milani Doubled Its Business, and Plans to Do It Again

Nov 4, 2026 46 min

DoorDash’s Ads Chief on Planning for Moments Over Audiences

Oct 28, 2026 24 min

DoorDash shoppers come to the app with a need, not a shopping list, and that makes them unusually loyal and unusually open to discovery. Katie Daleo, General Manager of CPG Ads at DoorDash, joins Phillip and Alicia to talk about how brands can plan for moments instead of audiences, why DoorDash pursued Alliance for Audited Media incrementality certification, and what changes when commerce media is measured on orders and intent instead of impressions. Plus, we dig into the newly launched Brand Center, which turns what Dashers see on the shelf into real-time availability and substitution data, why brand and performance marketing are converging again, and why Katie sees DoorDash as "local commerce at scale." The Moment Is the New DemographicKey takeaways:DoorDash's incremental ROAS methodology earned AAM incrementality certification, and Katie says partners are seeing 30%+ incremental sales lift on average.Discovery is up for grabs. In some categories, unbranded DoorDash searches (think: "beer") drive 10% of orders, so brands have to win the shopper who hasn't picked a brand yet.Videos under six seconds perform best, and placement matters: what works on the homepage can get in the way on a product page when someone just wants to check out.The funnel collapses inside the app. Awareness, consideration, and conversion can happen in a single session, so offsite creative and in-app click-through need to work as one journey.Brand Center turns the shelf into a data source. Brands can now see on-shelf availability, which SKUs actually make it onto DoorDash, how their product content shows up, and where shoppers go when an item is substituted.Out-of-stocks are a loyalty test. Roughly 40% of shoppers ask for a refund rather than accept a substitute, which tracks with the third of shoppers who arrive with a specific item in mind."If you can find a solution that works for the consumer, it will work for the brand, in which case it will work for DoorDash." — Katie Daleo"Data is the...

We Traded Family Dinners for Haunted Houses: Halloween Spending Data Shows Shoppers Want to Escape

Oct 23, 2026 40 min

Halloween is now America’s second-largest consumer holiday, surpassing Thanksgiving and New Year’s Day in total spend, especially in categories like home decor. From the high street, the UK is catching up fast due to the rise of community-driven events, third spaces, and niche internet communities. Melissa Minkow, Global Director of Retail Strategy & Insights at CI&T, joins Phillip and Alicia from London to share what Halloween looks like on the other side of the Atlantic. Melissa explains why UK Halloween is getting “Americanized,” how algorithms shape our real-world rituals, and why fandom keeps stretching the season. Spooky Season Goes GlobalKey takeaways:UK Halloween spend is expected to hit £705M, driven mostly by Gen Z and millennials. Meanwhile, US Halloween spend is projected to reach $13.5B, with households spending an average of $285. UK Halloween isn’t a carbon copy of America’s. In the UK, community lives in third spaces like pubs and transit, not front porches.The retail calendar is stretching earlier, largely driven by fandoms inflating moments into months of licensing, drops, and ticketed events.“People want the moment when it is the moment.” — Melissa Minkow“There’s no temperance in the algorithm.” — Phillip Jackson“I have often wondered… if I ever was actually a sneakerhead or if performance marketing and algorithms made me one.” — Phillip JacksonIn-Show Mentions:Catch up on Ep. 484: Aubrey Horowitz of Home Depot, “We Plan Halloween 3 Years in Advance”Deloitte’s 2026 Halloween surveyTreatonomics: Morning Consult x Hershey’s research on the new Halloween calendarChanté Joseph, “Is Having a Boyfriend Embarrassing Now?” (Vogue)Kate Berlant on Good HangShoshana Zuboff, The Age of Surveillance CapitalismGet tickets to VISIONS Summit, February 10, 2027 at MoMAAssociated Links:Spooky Commerce: What Halloween Shopping Trends Tell Us About Modern CultureConsumers are Overindulging on Halloween. Disney is Meeting the Moment.Aug-tober is Here (The Senses)Memor...

TEASER You Can See Everything, If You Speak Fielder

Oct 23, 2026 3 min

Get ad-free episodes and bonus content, including the full recording of this podcast, by joining Future Commerce Plus at futurecommerce.com/plus 🆕 Access to our newest analysis feature for members, Field Notes, our retail space analysis briefing. Featuring brands like Swatch, Printemps, and Skims. Access to our Word of Mouth Index with FairingSave 15% on Future Commerce print journals and merchExclusive invites to physical events, dinners, and priority invites to industry events (SXSW, Art Basel, VISIONS)Ad-free episodes and bonus content! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Deloitte Predicts A $1.7 Trillion Holiday Season

Oct 21, 2026 23 min

Stretched wallets are still spending. Deloitte projects up to 4.8% growth in holiday spending this year, driven mostly by price of goods rather than volume of sales. Shoppers say they feel stretched, yet they keep spending. Brian McCarthy, a principal in Deloitte’s strategy and analytics practice, joins Phillip and Alicia to forecast this year’s holiday spending. Brian explains why behavior outweighs sentiment, how AI shopping agents are changing the way people find products, and why physical stores still bring in most of the new holiday dollars. The Store StaysKey takeaways:Deloitte projects 4% to 4.8% holiday growth, driven mostly by price rather than volume.Behavior beats sentiment: anxious shoppers still spend, just more strategically.Value-seeking is a lasting change: shoppers now weigh durability, quality and private label.To show up in AI shopping agents’ picks, brands need detailed, well-structured product data.Digital sales are growing, but in-store sales still bring in most new holiday dollars. “Behavior holds stronger than sentiment when it comes to holiday.” — Brian McCarthy“We’re seeing that sentiment shift not towards spending less, but towards spending more strategically, more thoughtfully, more intelligently.” — Brian McCarthy“We hear ‘value’ and we immediately think cost savings. But… that’s not always the case.” — Alicia Esposito“From tradition, nostalgia – holiday spending is still dominantly in store.” — Brian McCarthyIn-Show Mentions:Just released: Deloitte’s 2026 Holiday Retail SurveyCheck out Deloitte’s first Halloween studyReview Deloitte’s 2026 Back-to-School SurveyAssociated Links:The 2025 Holiday Reality Check (Ep. 429, with Deloitte)The BFCM Sprint: Last-Minute Tips and Tactics from DeloitteSeparating Real Signals from the Noise (Ep. 480)BFCM 2025: We Give Thanks for Couch CommerceAgentic Commerce and the eCommerce Site’s New Existential CrisisThe Concierge Economy: Understanding AI's True Role in the Shopping ExperienceThe Alpha Effect:...

Aubrey Horowitz of Home Depot: "We Plan Halloween 3 Years in Advance"

Oct 14, 2026 29 min

Aubrey Horowitz, Merchant of Decorative Holiday at The Home Depot, is on the show to talk about the viral skeleton that set the Halloween decor bar 12 feet high. Aubrey shares a behind-the-curtain look at how Home Depot designs its seasonal assortment for America’s front lawns, shaped by a vocal community of haunters who shop earlier and earlier each year. Plus, we walk through Skelly’s ground-up development with suppliers, the future of app-controlled animatronics, the moving target of nostalgia (the ’90s are vintage now, but won’t be for long), and why the best feedback loop in retail is a customer base that never stops posting. Icons Like Skelly Market ThemselvesKey takeaways:Halloween enthusiasts finish planning by August, pulling seasonal demand into summer.Haunting is a mindset more shoppers are embracing. Home Depot is meeting growing demand by building collections year over year based on public feedback.Nostalgia never goes out of style, but which era defines the trend keeps shifting. Skelly brought haunted-house-scale giants to retail and turned yard decor into a creative medium.“You can all shop at the same retailer, and then come out with a completely unique and completely different haunted yard scene.” — Aubrey Horowitz“How do I deliver a product that you may not know that you want yet, while also delivering the thing that you’re asking for?” — Aubrey Horowitz“In many ways the front yard is like the homepage of people’s lives.” — Brian Lange“We just had no idea that [Skelly] would take off and that people would wanna dress him up for all the holidays and leave him up year round.” — Aubrey HorowitzIn-Show Mentions:Skelly, The Home Depot’s 12-foot skeletonAssociated Links:Insiders 210: Spooky Commerce: What Halloween Shopping Trends Tell Us About Modern CultureConsumers are Overindulging on Halloween. Disney is Meeting the Moment.The Senses: Aug-tober is HereInsiders 239: The “Quiet Season” Fallacy: Why Waiting for Black Friday is Destroying Your Retail...

Former Commerce Secretary Gutierrez on Leadership, AI, and America’s Role In the World

Oct 7, 2026 42 min

Phillip and Brian sit down with Carlos Gutierrez, former U.S. Secretary of Commerce and former chairman and CEO of Kellogg, ahead of the release of his memoir, Sheer Will. Carlos explains how the Commerce Department became one of the most powerful seats in Washington, why America should out-innovate China in the AI race, and why he thinks Americans are reluctant capitalists. An America of Reluctant CapitalistsKey takeaways:With USTR now reporting to Commerce, the department holds more economic power than ever.Judging Mexico by the trade deficit misreads its value as a production partner.To win the AI race, America should out-innovate China rather than rely on sanctions.AI can't motivate people. Judgment and intuition will matter more for leaders.Global brands stay competitive when local teams share ownership of the P&L."The Commerce secretary will be as powerful as the president wants him or her to be." — Carlos Gutierrez"I think that our [AI] strategy needs to be to out-innovate China." — Carlos Gutierrez"We are reluctant capitalists. We're reluctant to go too far. We're reluctant to embrace these trillion-dollar companies." — Carlos Gutierrez"I wanted 40, 50 people to go to sleep worrying about the P&L, not just me." — Carlos GutierrezIn-Show Mentions:Sheer Will: Learning to Lead When There Is No Path by Carlos Gutierrez (St. Martin's Press), available October 6Associated Links:Member Brief: The First 100 Days: Reshaping a Modern Commerce Department on the World StageMember Brief: Consolation PrizeMember Brief: The Power of the Modern Commerce Department: Every Fable Has a MoralThe Senses: The Commerce Department Is a Hedge Fund NowPolicy Brief: The Halo Effect of the New EconomyTabula Rasa: Commerce in the Great Geopolitical GameThe Senses: 100 Days Later and We're Still Tariff-iedMember Brief: Costco and the New American ImperialismEpisode 414: Kunle Campbell – Is Commerce in Conflict with Idealism?Episode 309: AI Should Empower Your Workforce, Not Replace ThemC...

Memorable Over Measurable: Retail’s Lost Wonders

Sep 30, 2026 36 min

Taste can’t be manufactured, so brands are hiring the people who have it. Writer and gr8 collab founder Emma Apple Chozick returns to talk with Phillip about her creative process (sans content calendar), building ShopMy’s Signals Substack on proprietary data, and what the long-gone BEST Products showrooms can teach us about designing retail spaces worth remembering. A Category of OneKey takeaways:Brands can’t manufacture taste; they’ve learned to partner with people whose judgment audiences already trust.Real editorial starts with an insight, question, or tension. Consumers today can sniff out a product pitch from a mile away — if a brand’s editorial isn’t valuable as standalone content, it’s not worth sharing. BEST Products’ SITE showrooms prove the best retail trades measurability for memory.Emma Apple Chozick: “Taste is obviously completely subjective. But when a brand resonates with a particular person’s taste, that’s not replicable. A brand can’t create that on their own. They can try, but it’s never gonna feel authentic.”Emma Apple Chozick: “I don’t know if the goal is actually ‘to grow.’ I think the goal is to work on really compelling projects that are aligned with what I’m interested in and can reach new people. But the goal isn’t always reach.”Phillip: “I don’t know that any of those [hot new channels] actually reflect culture. I think we bend culture to those things because that’s where we put capital, and an industry likes to talk about them because they’re new. But the people actually define what the culture is around the brand.”In-Show Mentions:Watch Emma’s BEST Products videoFind Emma Apple Chozick on LinkedIn and InstagramLearn more about gr8 collabExplore the archive of SITE New YorkRead Signals: A Publication by ShopMyWatch Surroundings on YouTubeRead Emma’s Dwell essay, “The Midcentury House That Raised Me”Listen to Emma’s first Future Commerce episode, Creating Credible Content and Community-Building CollabsAssociated Links:Read: Member Brief: Re...

Rewind: Everything, Everywhere, All at Once

Sep 23, 2026 1 hr 48 min

Welcome to Future Commerce Rewind, where we revisit our deepest and most enduring conversations. This week, we're playing back our April 2025 conversation with Andrew McLuhan, grandson of Marshall McLuhan and director of The McLuhan Institute. Andrew joins Phillip and Brian to explain why his grandfather's ideas still hold up: the side effects of a technology tend to become its main effects, and the Global Village was never as idyllic as it sounds. AI has become a companion, an advisor and a shopping assistant. McLuhan's asks the core question: what do our new tools extend, and what do they change about us? Associated Links:Get your ticket to VISIONS Summit: NYCCheck out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Separating Real Signals from the Noise

Sep 16, 2026 43 min

The in-house research team has hollowed out, and the LLMs picking up the slack are only delivering their best guesses. Merciv, the agentic brain behind Future Commerce’s Signal Reports, has set out to deliver auditable, defensible, and unified reporting solutions — and it’s redefining what brands are capable of achieving in-house in the process. Phillip and Alicia welcome Merciv co-founder and CEO Shaia Erlbaum to the show to talk about how brands can read signals in real time, and verify their relevancy. Shaia argues that data itself is commoditizing, but verification is not. The most honest consumer signal lives too deep for surveys to reach, which is why our Signal Reports are looking deeper than stated behaviors and are telling completely new kinds of retail and culture stories. The Toothpaste Doesn't Lie Key takeaways:Insights teams keep shrinking while the C-suite depends on them more than ever.Surveys capture posturing. Forums, reviews, and comment sections capture behavior.Data is commoditizing. Proprietary brand knowledge is the durable moat.The first Signal Report, a collaboration between Future Commerce and Merciv, maps where GLP-1s removed cultural friction – and where friction migrated to."Almost everyone answering a survey question about how many times they brush their teeth in a day will say twice. But if you actually look at those sales figures, they simply don't sell enough toothpaste." — Shaia Erlbaum"These models aren't built to tell you, 'Hey, I don't know.'" — Shaia Erlbaum"There's a world where data's already becoming a commodity… a lot of the real advantage is less rooted in which model's more intelligent, but more so in to what degree can we actually verify the information we're coming across." — Shaia Erlbaum"The office of the CMO is becoming more of an individual contributor role." — Phillip JacksonIn-Show Mentions:Merciv: merciv.com"Frictionless Wellness: GLP-1s and What Comes After the Age of Autonomy" – the first Future Commerce Signal...

Cartographies of Meaning

Sep 11, 2026 22 min

Nikita Walia and Elliot Vredenburg of U.N.N.A.M.E.D. Studios took to the VISIONS stage at MoMA last year to enlighten a room of retail executives and brand marketers about the realities of worldbuilding. Their theory: a brand’s final form is decided by the public—and the strategist's job is to navigate that story, not control it. And they use Mercator, Buckminster Fuller, Guy Debord, free public Wi-Fi, and an acne sticker to back up their claims. Mapping Meaning Isn’t About Being RightKey takeaways:Branding isn't worldbuilding because worldbuilding just imposes another set of rulesA three-hundred-page brand book is obsolete the day it ships, and rebrands every five to ten years are theater for stakeholdersThe public decides a brand's final form, not the guidelines deckRegenerative brands are always rebranding[00:00:25] "Counter to what you've heard today, branding is not, in fact, worldbuilding." — Nikita Walia[00:04:34] "This is sameness being sold to us as a form of consistency." — Nikita Walia[00:15:45] "It's not about being right. It's about being useful, and useful in motion." — Elliot Vredenburg[00:17:09] "A regenerative brand doesn't need to rebrand every five to ten years because it's always rebranding." — Elliot VredenburgIn-Show Mentions:The Mercator projection (1569) and Buckminster Fuller's Dymaxion MapSuperstudio, The Continuous MonumentGuy Debord and psychogeographyLinkNYCBurberry, Daniel Lee, Demna's Balenciaga, Pierpaolo PiccioliStarfaceAssociated Links:Read Alicia Esposito's companion essay, The New Meaning of Brand Building: Cartographies of MeaningWatch the original session at VISIONS Summit: Cartographies of MeaningHear Dami Lee's VISIONS session, The Stories Behind Our SpacesListen to Building Culturally Intelligent Brands with Dr. Anastasia Kārkliņa GabrielRevisit The Anti-Blands, Existential Brands, and the New DadaismRead Surface Culture: When Brands Mistake Wallpaper for AuthenticityCheck out Future Commerce on YouTubeCheck out Future Commer...

TEASER The Oreogate Lady Is NOT Real!

Sep 10, 2026 1 min

Retail Media In Your Ears: Inside Dollar General's 21,000-Store Audio Network

Sep 2, 2026 39 min

The next big advertising opportunity is here. The audio systems in Dollar General’s 21,000 stores connect shoppers with advertisers and drive loyalty. Austin Leonard, VP and GM of Dollar General Media Network (DGMN), sits down with Phillip and Alicia to explain why the retailer has doubled down on audio and the role that non-endemic advertisers play in his long-term vision. “The Cocktail Party Effect” Key takeaways: In-store audio is getting programmatic optimization so DG’s sponsors can serve ads at the best time of day and in the best-suited markets. Non-endemic only works in-store if it clears the near-endemic bar: shopper relevance. Dollar General’s 21,000 stores across suburban, urban, and rural markets are often the only stores in town, making its ad inventory a community utility. The Yellow Glasses Project pairs brand partners with the DG Literacy Foundation via iHeartRadio. [00:18:10] Phillip: "This is the power that I think audio has that nothing else has; it can catch your attention even when you're focused on something else." [00:32:40] Austin Leonard: "I call that the last mile of eCommerce for the last mile of America." [00:36:15] Austin Leonard: "The next era of retail media is really about accountability and also telling our story for our unique audiences." In-Show Mentions: Find Austin Leonard on LinkedIn More about DG Media Network Yellow Glasses Project iHeartMedia, DG Literacy Foundation partnership featuring Bobby Bones Listen to Future Commerce’s episode with Collin Colburn of IAB Associated Links: More retail media coverage on Future Commerce retail media hub Read: Insiders 237: “Vertical Dramas” and the New Era of Commerce Media Listen: LIVE from Shoptalk Spring: Retail Media Confessions, Hype Cycles, and the Creator Reckoning Read: Ad Infinitum: Retail Media is The Final Boss VISIONS Summit at MoMA, New York City: Join us on November 3 Watch: Future Commerce on YouTube Join Future Commerce Plus for exclusive conten...

2026 Signals We’re Tracking: Commerce Evolves (Again), the Monoculture is Back, and Celebrity Prevails?

Aug 26, 2026 27 min

Phillip sits solo to unpack conflicting economic signals: Shopify's monster quarter against a Census report showing eCommerce eating share while retail overall slows. What does this mean for brick-and-mortar? Although stores still make up most retail sales, their mission and value have shifted. The good has become secondary to the experience of acquiring it. Plus, he breaks down why the monoculture returned in a summer of shared events, and what's on the FC docket through November 3rd. The Monoculture Isn’t Dead, It’s On Substack Key takeaways: Commerce is growing (online sales grew at nearly twice retail’s pace in 2025), but it’s growing by disappearing into everything else. The product itself is secondary to the experience of purchasing it. The monoculture isn't dead; it’s been revived by sport, tours, and global events. "There is a monoculture now of people writing about the summer of the monoculture on their Substack." "You're not just communicating your vision anymore to the human capital within your business; you now have to communicate vision to machines and put it into machine language. Because increasingly, we are automating more and more of our vision, and it's going on autopilot." In-Show Mentions: See our Celebrity Brands Hub before the Signal Report launches Spotify Summer Trends Report Get your early bird ticket for VISIONS Summit: NYC Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertisin...

Shopify Earnings Go Wild, and American Retail is OVER.

Aug 19, 2026 51 min

Phillip and Alicia open the back-to-school season with a modern dichotomy: NRF data shows shoppers playing chicken, while Shopify posts a quarter where agentic traffic tripled. PLUS: After a summer abroad in London, Phillip reflects on behaviors unique to U.S. shoppers. Get ‘Em While They’re Young Key takeaways: Retailers are manufacturing visible human effort as a hedge against frictionless AI commerce. Play is a form of consumption. Browsing kids are already converting. Back-to-school splits into two camps: early movers and deal holdouts. Shopify's agentic traffic tripled as answer engines are becoming a back-to-school search surface. U.S. share of wallet favors experience, forcing a fusion of retail and hospitality. [00:17:11] Alicia: "When you create these spaces that are conducive to young people, you're kind of creating this magnet moment that ultimately motivates them to shop." [00:28:18] Phillip: "What’s really wild about the mini brands thing is…we all complain about shrinkflation, then also buy the mini of something, which is a premiumization of a per-unit cost…We are irrational by nature, and brands would do well to play at both ends of the spectrum." [00:40:17] Alicia: "[Søstrene Grene] almost feels like it's more high-touch because it's kind of imperfect." Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Enter Through the Gift Shop: Inside MoMA's Retail Journey

Aug 12, 2026 28 min

MoMA welcomes three million people to its Midtown campus in a good year. But the beloved cultural institution now has the power to reach multiples of that through a hoodie, a Lego set, and a chicken-shaped cutting board. Chief Retail Officer, Jesse Goldstine, joins the show to explain how MoMA inverted the museum retail model, how every product in the store thoughtfully ties back to MoMA’s art, and where the design institution draws the line between rolling out AI partnerships while protecting human craft. Until the AI Overlords Say Otherwise Key takeaways: Museums historically have defaulted to funneling visitors through the gift shop last. MoMA inverted the formula, shifting the museum’s point-of-entry to retail channels. Cutting SKUs in SoHo raised productivity per SKU and clarified brand identity. Licensing starts and ends with one question: why MoMA? Discovery and gifting resist automation in ways basic replenishment does not. [00:24:04] Jesse: "The DNA of our business is rooted in decisions made by humans in our curatorial department…I will continue to defer to them and put my faith in them until our AI overlords tell me that I need to behave differently." [00:26:43] Jesse: "There's something really special about our brand that... will sort of inoculate it against some sort of automated sock repurchase every six months." In-Show Mentions: Join us at VISIONS: NYC at MoMa on November 3! MoMA Design Stores MoMA licensing partners: LEGO, Mattel Creations, Uniqlo, Champion Associated Links: More on the intersection of art, culture, and commerce: Insiders #186 Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, I...

Commerce Media's Day Two: The Agentic Shelf and the Measurement Reckoning

Aug 5, 2026 43 min

Retail media is now a $100 billion industry. Collin Colburn, VP of Commerce and Retail Media at the IAB, says we’ve entered commerce media's "day two" – the era where operational integration, interoperable measurement, and the arrival of the agentic shelf matter more than launching another network. We unpack why brands started calling retail media a tax, why Collin says we should blow attribution up, and whether an ad-supported agent can stay trustworthy. Welcome to Day Two Key takeaways: Optimization and integration replace growth-at-all-costs expansion. Brands call retail media a “tax,” sensing the industry's referee is now incrementality. Agent-referred shoppers convert higher and return less. In-store media's ceiling is customer experience, not inventory: frequency caps beat non-endemic dollars. [14:05] "Agentic commerce isn't changing what consumers buy or want to buy today. It's changing their pathway to purchase." — Collin Colburn [19:35] “The coming reckoning is in the measurement space.” –– Collin Colburn [20:45] "Attribution was built for: an ad is served, it's clicked on or seen, the customer goes to the website, and they purchase. That model does not work well in this new era." — Collin Colburn [25:15] "AI feels objective to me for the most part… it's like your omnipotent friend that you never had. And when ads get introduced, it begs the question of, am I still gonna trust that agent?" — Collin Colburn In-Show Mentions: Commerce Media Has Hit “Day Two.” Now What? EMarketer: IAB’s Collin Colburn on the Future of Commerce Media More about IAB Associated Links: VISIONS Summit, Nov 3 at MoMA Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce....

TEASER The Dire State of Consumer Trust In 2026

Jul 30, 2026 1 min

Get ad-free episodes and bonus content, including the full recording of this podcast, by joining Future Commerce+ at futurecommerce.com/plus 🆕 Access to our newest analysis feature for members, Field Notes, our retail space analysis briefing. Featuring brands like Swatch, Printemps, and Skims. Access to our Word of Mouth Index with FairingSave 15% on Future Commerce print journals and merchExclusive invites to physical events, dinners, and priority invites to industry events (SXSW, Art Basel, VISIONS)Ad-free episodes and bonus content! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bedfellows: How Boll & Branch Keeps Humans and AI in the Same Sheets

Jul 29, 2026 43 min

Boll & Branch spent 12 years doing the unfashionable thing: perfecting the product first and figuring out distribution second. Chief Commercial Officer Katia Unlu joins Phillip and Brian on today’s episode to discuss Boll & Branch’s store expansion strategy, an AI-generated damage claim that went viral, and the case for stimulation over substitution. That’s Not How the Waffle Blanket Tears Key takeaways: Brands of the DTC era that failed were distracted by over-indexing on one hero product and not focusing on customer experiences that drive retention and brand love. Boll & Branch opens stores where their customers and ICP already live. A human CX team caught an AI-generated image in a fraudulent damage claim thanks to the team’s sharp knowledge of the brand’s fabric and tear patterns. This is human expertise and technological advancement meeting in the middle. Boll & Branch’s AI tools aim to stimulate the customer relationship rather than flatten it. The 2027 playbook is boring, but it works. Focusing on the fundamentals is key. [00:23:12] "People might buy something they enjoy, but they will actually defend what they love." – Brian Lange [00:29:45] "There's no shortcut for what real-life consumer insights can give you when you just go and talk to people in stores." – Katia Unlu [00:43:50] "We very much don’t want to substitute. We don't have an AI bot on our website that you can even ask questions to." – Katia Unlu Associated Links: Boll & Branch Scott Tannen's LinkedIn post on AI-generated return fraud at Boll & Branch Read our in-store retail space analyses: Field Notes on Future Commerce More on human vs. agent: Episode 447: The Agent Has Left the Building Explore our Word of Mouth Index Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Futu...

VC Partner Predicts the Next Billion-Dollar Brand

Jul 22, 2026 50 min

Maveron partner Natalie Dillon joins Brian and Alicia to challenge the consumer-collapse narrative: sentiment sits at post-9/11 lows while spending breaks records. Natalie sheds light on truths of today’s consumer, who is skeptical but continually shopping amid a cultural undertow where AI adoption stays surprisingly shallow, Gen Z turns skeptical, and analog living re-emerges as status. PLUS: Are cults the new future of commerce? Your Gen Z Consumer Is Busy Touching Grass Key takeaways: Shoppers reallocated rather than retreated. Stats show fewer purchases that are higher value and more intentional. AI adoption stays shallow, but health and wellness is the emerging opportunity, especially among consumers aged 35+. Gen Z, the presumed AI natives, skew most negative, fueling an analog revival. Costco remains the disciplined benchmark for marketing, merchandise, and customer experience. [26:30] "Gen Z spikes the most negative on AI across age groups, which was shocking." — Natalie Dillon [43:09] "I do think some companies still look to Costco…but I think no one has disciplined themselves to the extent that Costco has." — Natalie Dillon Associated Links: Learn more about Maveron Maveron consumer research report "Your Body is a Data Land" (Future Commerce, 2017) Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Content, Communities and the Future of Publishing

Jul 17, 2026 34 min

Ben Dietz convenes Casey Lewis (After School), Daisy Alioto (Dirt), and Erica Chen (Media Futures Group, WPP) on the collapse of the wall between editorial and commerce. Publishers are shipping perfume, brands are hiring writers, and the relationship forming in your inbox isn’t human-to-human anymore. What happens when the scenic route is quicker? When “wasted” time actually is the relationship? Your total addressable market now includes agents, and those agents are trained on the taste you are curating. After all – what you buy is who you become, but what you read is how you decide. Base Notes: Upper Lip Sweat and Hot Metal Key takeaways: Publishers now make products; brands now make publications. The wall stopped mattering. Optimization is a process of reduction, and serendipity gets cut first. Brands flame out at issue two or three without a point of view. Taste-driven publishers have a new addressable market: agents trained on taste. [12:48] "The best ROI does not necessarily give you growth, because growth comes in volumes." – Erica Chen [21:15] "When your audience knows to expect you… you really have to stay true to that." – Casey Lewis [28:50] "Our total addressable market now includes agents." – Daisy Alioto [30:32] "Creators are the cure to the media fragmentation." – Erica Chen Associated Links: Casey Lewis – After School on Substack Erica Chen – "In Defense of Serendipity" Daisy Alioto – Read Dirt @ dirt.fyi Tasteland podcast – Daisy Alioto & Francis Zierer VISIONS Summit 2026 – November 3, 2026 at MoMA. Listen to today’s episode for 25% off Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instag...

The Future of the Funnel

Jul 10, 2026 26 min

The funnel most marketers grew up on – see the ad, click, browse, add to cart, buy – did not gradually erode. It came apart almost overnight, as shoppers got comfortable discovering, deciding, and buying inside social feeds and LLMs, often in a single moment. Recorded live at K:LDN 2026 in London, this is the close-out conversation for the series, a step back to ask what actually replaces the funnel and what it demands of the brands trying to keep pace. Alicia Esposito of Future Commerce sits down with Kelsey Capps, who leads Klaviyo's product work across analytics, personalization, and AI, and so has a front-row seat to the change. A shopper can now find a product in a TikTok comment, buy it, and post about it before the marketing team has time to react, which means the advance-planning window marketers relied on has all but vanished. Kelsey's argument is that brands have to rebalance, away from a roughly 80/20 split of campaigns over automated flows and toward signal-triggered automation that can react in the moment, like a flow that fires when someone arrives from a ChatGPT referral. Underneath the tactics sits a bigger shift: optimizing your site and product data so the machines doing the discovering can actually surface you, and building an operating model around understanding customers rather than merely targeting them. Her closing note is optimistic. The data advantage that once belonged only to enterprises is now within reach of the smallest brand, and because customer intelligence compounds, the brands that start building the model first are the ones that pull away. What you'll learn What replaces the linear funnel once discovery, comparison, and conversion happen at once Why the advance-planning window has collapsed, and what to do about it How to rebalance from campaigns toward signal-triggered automated flows Why optimizing your product data and brand voice for machines is now table stakes How a single wrong recommendation breaks trust, and wh...

Service Is the New Storefront

Jul 9, 2026 25 min

"Service is the new storefront" has been a slogan for the better part of a decade, usually followed by a promise to turn a cost center into a profit center that never quite arrived. What changed is not the ambition. It is that the plumbing finally exists. Recorded live at K:LDN 2026 in London, this conversation is about what becomes possible when a brand can pull customer data from any channel and hand it, in real time, to a human or an AI agent. Phillip Jackson sits down with Kelly Thacker of Klaviyo's product marketing team. Her argument is that the prize is democratization: taking the best in-store associate, the person who knows both the products and the customer, and making that experience available on every channel and to every brand, not just the ones who can staff a great team. Kelly is candid about the failure mode too, the dumb bot that asks a loyal VIP for an email address it should already have. The fix is an agent that knows the business and the customer, with escalation rules the brand sets and widens as trust grows. The number that makes the case is blunt: where is my order is still the most common question to any agent, human or AI, and automating it hands time back to people for the work that actually needs them. She closes by looking further out, to a world where marketing and service stop being separate departments and brands begin building for agent-to-agent shopping, where a customer's agent transacts with a brand's. You Don’t Have to Babysit Your Agent Anymore What you'll learn Why the cost-center-to-profit-center promise is finally deliverable, and what specifically changed What separates an agent that delights from the dumb bot that frustrates How brands set the line between automation and human escalation, and widen it over time Why where is my order is the single most valuable question to automate How service data feeds back into marketing and the rest of the relationship What agent-to-agent shopping is, and why it is closer tha...

From One to Ten Million Sends in One Month: Marketing is Orchestration Now

Jul 8, 2026 15 min

For years, the marketer's job ended when the campaign shipped. Hit send, check the numbers, measure growth, repeat. That model is changing, and what replaces it is agentic orchestration, where the system and the journey around a message matter more than a single send. Recorded live at K:LDN 2026, this conversation pairs the person building the AI with an operator running it at real scale. Gilbert Hsu, who leads Marketing AI at Klaviyo, sits down with Alon Turchin, VP of Retention at Particle, a US-manufactured DTC self-care brand for men with a marketing team based in Israel. That kind of scale brings real complexity, and this is where Composer by Klaviyo brings solutions at scale. Alon describes it today as the brain and the eyes, the thing that finds and frames problems he might not catch manually. His wish list is for it to become the hands too, trusted to edit filters, rules, and content, a trust he says has to be earned through testing first. Closing advice for teams earlier in their journey: know your audience before you trust anyone's benchmarks, remember that selling is mostly psychological, and test your way to what actually works rather than assuming you already know. What you'll learn How Particle scaled from one million to ten million monthly sends in weeks, not months, while doubling revenue Why "the campaign is not the product, the system is" changes what a marketing team actually optimizes for How Particle segments customers and non-customers by urgency and lifecycle stage across 150-plus flows and 100-plus forms Where Composer fits today (the brain and the eyes) and what Alon wants it to become next (the hands) Why rigorous A/B testing is the gate that lets Alon hand more decisions to AI Alon's advice for marketers earlier in their own orchestration journey Key takeaways Alon's operating principle: the campaign is not the product, the system is, meaning the journey around a message matters more than the message itself. Particle scaled fr...

Owning the Social Moment

Jul 7, 2026 17 min

Social is where discovery happens now, but it is rented land. You can build an audience of hundreds of thousands and still not own the relationship, because the algorithm decides who sees you and the landlord keeps raising the rent. Recorded live at K:LDN 2026 in London, this conversation is about turning borrowed reach into something a brand actually owns. It pairs the person building the tooling with the person living the problem every day. Brett Bernstein, who came to Klaviyo through its acquisition of Gatsby and now leads its new social product, sits down with Kathleen Loftus, Marketing Director at Sculpted by Aimee, an Irish cosmetics brand with a 350,000-strong Instagram following. Kathleen runs brand, creative, PR, influencer, CRM, and paid under one roof, which is exactly why she can trace a viral moment all the way to revenue. She walks through a campaign built on a piece of theater: teasing the discontinuation of a beloved cream blush. The stunt ran as a closed loop, from Instagram to the brand's broadcast channel to a website waitlist, and it sold roughly eight weeks of forecast stock in under a week. Brett and Kathleen then dig into the unglamorous problem underneath the fun: attribution, why the brand rebuilt its entire UTM structure this year, and how so many of the people engaging with a brand never actually hit follow. The payoff is a practical view of what it means to own the social moment: spotting the commenters and lurkers who signal intent, and giving them a reason to move into channels the brand controls. Why Rent Platforms When You Can Own Relationships? What you'll learn Why keeping social, CRM, and paid on one team is what lets social activity connect to revenue How a brand decides what to post when every post has to earn its place, not just chase reach The mechanics of a closed-loop campaign that turned a discontinuation stunt into a sold-out waitlist Why social attribution starts with unglamorous plumbing, and what rebuilding a U...

Memory Is the New Competitive Moat

Jul 6, 2026 24 min

Recommending the wrong whiskey to a loyal customer does not just miss a sale. It breaks trust, and once trust breaks, no amount of personalization copy fixes it. Recorded live at K:LDN 2026 in London, this conversation is about the thing every brand now has in common. Everyone has access to the same AI tools. So what actually separates the brands winning with them from the ones just using them? Phillip Jackson sits down with Jake Cohen, VP of Insights at Klaviyo, and Tim Martin-Harvey, Head of Ecommerce at The Bottle Club, a UK multi-brand alcohol retailer carrying roughly 9,500 products. Their answer: memory. Not the AI kind, the brand kind… meaning the stored, structured context a business builds about its own customers and products over time. Tim explains how one mandatory checkout question, asking whether an order is a gift, for self-consumption, for hosting, or for trade, reshaped his customer insight and exposed why standard RFM and lifetime value metrics break down across different buyer types. Jake widens the lens, arguing that loyalty is better measured through engagement across touchpoints than through money spent, and that the brands seeing real gains from AI are the ones writing customer and product knowledge down as reusable context, what Klaviyo calls "artifacts." The conversation gets specific fast, down to the exact wrong recommendation that can cost a brand its credibility, and closes with Jake's straightforward plan for putting this into practice over the next 90 days. What you'll learn Why context, not performance marketing spend, is becoming the real competitive moat as every brand adopts the same AI tools How one checkout question corrected years of wrong assumptions about who buys and why at The Bottle Club Why standard RFM and lifetime value segmentation breaks down once you separate gift buyers from self-consumption buyers Why loyalty is better read through engagement than through total spend The exact kind of recommendation mistak...

K:LDN 2026: The Architecture of Meaningful Connection

Jul 3, 2026 19 min

K:LDN 2026 opened to more than a thousand merchants and set a clear vision with several key product announcements: Klaviyo’s expanding toolset has become powerful enough to let a brand of any size operate at a scale that once required a full team. The promise of personalization, long marketed but rarely delivered, has finally become something all brands can ship. Phillip Jackson sits down live with Klaviyo CMO Jamie Domenici and IDC research director Roger Beharry Lall to break down the trends that are shaping the future of retail and Klaviyo as an organization: the slow collapse of the linear funnel as shoppers move across LLMs, social, and search; the evolution of AI from a disparate chat window to an embedded experience where marketers work; and how the public beta of Klaviyo’s new agent, Composer, is helping marketers create campaigns rooted in data from hundreds of thousands of merchants. Market Like It’s Hot Key takeaways: A year ago brands were still learning what AI was; this year, they’re ready to put it to work. Klaviyo’s Composer moves the agent out of the chat window and into campaigns, flows and channels where marketers operate. Klaviyo's edge is context: customer history plus best practices drawn from 200,000 brands, unified in one data platform. The funnel is no longer a controlled path; discovery, advertising, and commerce increasingly share the same LLM. European merchants weigh privacy and compliance more heavily, which favors vendors who have already solved for regulation. [XX:XX] "Six months ago, you couldn't buy in an LLM. Now you can actually have more visibility into what your customers are doing in an LLM, how they're interacting." (Jamie Domenici) [XX:XX] "77% of consumers would prefer to click through from the recommendations in their agentic searches, rather than have the agent do a purchase for them. They want control." (Phillip Jackson) In-Show Mentions: Learn more about Klaviyo’s AI marketing agent, Composer Learn more a...

TEASER Was E.T. Slimy or Dry?

Jun 29, 2026 2 min

Korean 'Dopamine Sites' Let You Shop Without Shopping

Jun 24, 2026 56 min

Phillip and Brian run the docket: why "proof of work" is the new luxury signal, what the AI export-control fight shares with a brand guarding its trade secrets, and how AI is flooding the patent office while quietly favoring incumbents. But perhaps the most profound part of the conversation lies in two trends taking internet culture by storm. "Tasteslop" and Korea's "dopamine sites" appear as distinct ideas, but they’re actually two faces of the same impulse: consumption stripped down to pure signal. Key takeaways: AI slop makes "proof of work" the new status signal. Brands win by showing the process and the discards, not hiding them. Software isn't the moat… chips, power, and craft are. AI patent tools favor incumbents, widening the gap with upstarts. "Tasteslop" and "dopamine sites": consumption as pure signal, minus the object. Key quotes: [~06:45] "When people aren't making up the machine, we start to question everything now." — Brian [~10:00] "It's the entire PR campaign around it that shows you all of the discarded drawings that weren't used." — Phillip [~36:00] "AI does not make this more of a level playing field. If anything… they can box the small guys out even more effectively." — Phillip [~39:29] "You can't trademark taste." — Brian In-Show Mentions: "The Process Is the Product" – Insiders piece by Sophia Epstein James Bridle – Ways of Being: Beyond Human Intelligence and New Dark Age AI & Agentic Commerce hub Emily Segal on "Tasteslop" STRATA: 10 Aesthetics Shaping Culture and Commerce Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing...

Inside Lululemon’s Resale Engine

Jun 17, 2026 48 min

Resale is forcing brands to rethink product design, pricing, and customer acquisition from the ground up. Ryan Rowe (Archive) and Alison Buchanan (Lululemon) join Brian and Alicia to unpack how lululemon’s Like New evolved from a sustainability pilot into a meaningful commercial channel. We unpack messy reverse logistics, the AI agents now quietly running warehouse decisions, and the organizational vision required to make circular commerce work across a vertically structured enterprise. When the Future of Commerce Is Circular, Every Brand Is A Secondhand Brand Key takeaways: Resale has shifted from a sustainability gesture to a commercial channel with P&L accountability. Branded resale wins where third-party marketplaces can't: data integrity, trust, and brand language. Like New must operate to tackle a fundamentally different eCommerce problem — one-of-one inventory breaks mainline systems. AI is moving from assisting warehouse operators to serving as autonomous agents that optimize pricing and routing. Circular commerce is an acquisition engine; roughly half of resale shoppers are new to the lululemon brand. Key quotes: [02:41] "It's a very technical problem. It's a large-scale platform problem that touches virtually every piece of a brand's business." — Ryan Rowe [06:12] "Commerce is, is obviously just a space that we are starting to realize is a strong commercial lever… Like New for our business is really sitting at this intersection of business and impact." — Alison Buchanan [08:40] "Resale of lululemon was happening at scale already all around us. And it was either let it happen without us… or uphold our brand standards." — Alison Buchanan [26:26] "A lot of customers are actually trying brands for the first time with a used item… because it's a way for them to test things like fit and material and quality at a much lower barrier to entry." — Ryan Rowe In-Show Mentions: Archive Like New by Lululemon Associated Links: Check out Future Commerce...

The Machine Ate the Storefront, PayPal Mapped the Collapse

Jun 10, 2026 20 min

Dr. Mark Grether, SVP and General Manager of PayPal Ads, joins Phillip from PayPal's Manhattan offices to argue that the merchant storefront is migrating off owned websites and into LLMs. This may make the mechanics of customer experience and loyalty a bit murky, but Mark explains how PayPal's "transaction graph,” built on real purchases across 30 million merchants and 400 million consumers, acts as the deterministic identity layer that the post-cookie ad world has been missing. We also cover the evolving world of commerce media, from zero-click commerce and CTV attribution to PayPal Ads’ newest product, Storefront Ads, which transforms the creative into the checkout. The Cart Cartographer Key takeaways: Consumers now start product discovery on LLMs, not search engines or merchant sites. PayPal's transaction graph spans 30M merchants and 400M consumers, representing real purchases, not just clicks. Deterministic payment identity beats cookies and probabilistic IDs for cross-channel attribution. Storefront Ads turn any ad into a one-click, pre-populated checkout. Creators run two businesses: generating consumer data, then monetizing it. [00:04:03] "We're not just seeing behavior, we're actually seeing the real transactions. We know what people are purchasing — not whether they search for something or browse for something. We actually see what they are buying." – Mark Grether [00:11:00] "The trick about our identity is it was built from a finance perspective, meaning I need to understand that you are you and not your twin brother. Our identity has to clear a much higher bar compared to probabilistic IDs or cookies." – Mark Grether [00:13:40] "The idea of Storefront Ads is that the creative itself becomes the shop. You're getting exposed to the sneakers, and with one click, you can actually make the purchase. We already know who you are, we know your bank account, we know your address — everything is pre-populated. From a consumer perspective, it becomes...

Nearly 1B Strong: Snapchat Has Retail’s Most Overlooked Audience

Jun 3, 2026 42 min

Snap Inc.'s Sid Malhotra makes the case that the platform most brands wrote off as "babies and teens" has quietly grown up. Now, commerce is migrating into these private, conversational spaces where nearly one billion users actually spend their time. We dig into why the traditional funnel no longer holds consumers’ nuanced behaviors, how creators and chat shape decisions long before the last click, and what AI Sponsored Snaps mean for brands willing to be the answer rather than just another link. Where Are Your Next New Customers? Key takeaways: Snapchat's earliest users grew up; nearly one in four Snapchatters is now aged 35+. Purchase decisions increasingly occur in private chat, not on public feeds or in search. "Last-click jail" hides where customers actually decide. It’s imperative that brands measure the full journey. AI Sponsored Snaps let brands run their own agents inside the chat feed. This is conversational commerce, in context. Authentic, creator-led, low-fi content beats polished commercials on the platform. Key quotes: [03:57] "We've come into the age where people are loving a few services and are hanging onto them and are creating their own personal community within those… And that brings me to the final question that Snapchat is trying to answer for businesses and brands worldwide: Where are your next first customers? Where are your next new customers?" — Sid Malhotra [16:27] "Last-click measurement systems are great at telling [you] where the purchase took place. But it doesn't tell you much more than that. It's kind of like trying to watch a movie by just watching the last scene…Sure, you know how the movie ended, but you have no idea what the main characters were doing, what the plot line was, and what got them here." — Sid Malhotra [19:55] "Working with influencers and community is closer to B2B commerce than B2C commerce…B2B has done a really good job of building real relationships, engaging with people where they're at, and finding...

After Dark: "You're Not A Visionary, You're A Vendor"

May 29, 2026 1 hr 6 min

Get all After Dark releases by joining Future Commerce Plus: www.futurecommerce.com/plus.Future Commerce Plus members get 20% off STRATA: www.futurecommerce.com/strata. An AI agent burns $12 building a fake Android phone nobody asked for. From there: Pope Leo's encyclical, a tick crisis blamed on vanishing chickens, a website that's cookied Phillip into Spanish forever, and The Devil Wears Prada 2, feat. why media was the visionary all along. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LIVE @ Google Marketing Live: The Infrastructure Connecting Your Agent to 60 Billion Products

May 27, 2026 22 min

Recorded live at Google Marketing Live 2026, Phillip and eCommerce reporter Nicole Silberstein sit down with Ashish Gupta, VP & GM of Merchant Shopping at Google, who is behind the foundational commerce infrastructure powering the Shopping Graph and Universal Commerce Protocol. Gupta breaks down the GML announcements: UCP's expansion beyond shopping into hotels and food delivery, the multi-item Universal Cart that spans Search, Gemini, YouTube, and Gmail, and why the future of agentic commerce still depends on merchants nailing the fundamentals. A Shopper for Every Shopper Key takeaways: UCP is expanding beyond shopping into hotel bookings and local food delivery, giving every shopper their own personal shopper. The Universal Cart lets shoppers buy multiple items at once across Google surfaces, streamlining the buying experience as shoppers venture from inspiration to discovery and comparison. Merchants remains the seller of record no matter where the transaction is completed, tackling industry concerns about disintermediation. Conversational attributes enrich product feeds so AI can match nuanced shopper intent. Winning in agentic commerce starts with the fundamentals: feeds, first-party data, and UCP readiness. In-Show Mentions: Google Marketing Live 2026 and Google I/O 2026 Universal Cart & Universal Commerce Protocol (UCP) Further Reading: Google Imagines a Future Where Everyone Shops in Ads — A special edition of The Senses that distills the week’s key announcements Episode 463: LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy — Companion interview with Suresh Ganapathy Episode 464: LIVE @ Google Marketing Live: How Google Is Taking the Drudgery Out of Shopping— Companion interview with Nick Fox Google Solidifies Its Place in the AI Race — Insiders coverage of Google's UCP debut at NRF 2026, the foundation for this week's announcements [Member Brief] Agentic Commerce and the eCommerce S...

LIVE @ Google Marketing Live: How Google is Taking the 'Drudgery' Out of Shopping

May 22, 2026 14 min

Recorded live at Google Marketing Live 2026, Phillip sits down with Nick Fox, SVP of Knowledge & Information at Google — the executive overseeing Search, Ads, Commerce, and geographic mapping products. Building on the prior day's I/O announcements, Fox unpacks how Gemini is reshaping Google's consumer and advertising products, why the Universal Cart strikes a balance between human taste and agentic convenience, and how two-plus decades at Google inform his view of building technology that shapes the lives of billions. Enabling People To Be People Key takeaways: Gemini 3.5 is the foundation supercharging Search, Ads, and Commerce across Google. The Universal Cart keeps humans choosing while agents handle the drudgery. UCP adoption has accelerated faster than expected across the industry. Conversational search has shifted user behavior toward natural, multi-word queries. "I think there are people that think everything's gonna be about agents talking to agents. I don't subscribe to that view." — Nick Fox "I am the person putting things in the cart. But then the cart is helping us agentively at the same time." — Nick Fox "We're building products that billions of people across the world are using. That's a responsibility we take seriously." — Nick Fox In-Show Mentions: Google Marketing Live 2026 and Google I/O 2026 Universal Cart & Universal Commerce Protocol (UCP) More from Future Commerce: LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy Google Solidifies Its Place in the AI Race [Member Brief] Agentic Commerce and the eCommerce Site's New Existential Crisis Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let...

LIVE @ Google I/O: Universal Cart, Agentic Payments, and the Protocols Powering the Agent-Mediated Economy

May 20, 2026 14 min

At Google I/O 2026, Phillip sits down with Suresh Ganapathy, Senior Director of Product Management for Consumer Shopping at Google, to unpack the day's announcements: Universal Commerce Protocol's expansion into new verticals, agentic payments arriving in Gemini Spark, and the debut of Universal Cart. We trace what these foundational pieces mean for how a billion daily shoppers, and the merchants serving them, will operate in an agent-mediated economy. Enter the Delegation Era Key Takeaways: Universal Cart maintains shopper state across Search, Gemini, YouTube, and Gmail. The cart works on your behalf: tracking prices, flagging restocks, and catching product incompatibilities. Agent Payments Protocol’s (AP2) tamper-proof contracts make agent purchases verifiable and accountable to shopper intent. Merchants remain seller of record, preserving customer relationships inside agentic flows. Gemini Spark becomes Google's first consumer agent with purchasing authority this fall. Key Quotes: "We're laying the foundational building blocks of agentic commerce." — Suresh Ganapathi "People come to shop at Google over a billion times a day, and we want to make sure that we're delivering the best experience to them when they do." — Suresh Ganapathi "We want to make it really simple for shoppers to enjoy the fun parts of shopping and then delegate some of these more tedious aspects to agents." — Suresh Ganapathi "Spark is the agent. AP2 is the payments protocol. Universal Cart is the ability for consumers to have less friction." — Phillip Further Reading: More on Google’s AI play: Insiders: Google Solidifies Its Place in the AI Race More on agent-mediated commerce: Member Brief: Agentic Commerce and the eCommerce Site’s New Existential Crisis Our 2026 Predictions: The Age of Autonomy Learn more about Google I/O Google’s Universal Cart Announcement Our Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on...

AP x Swatch x Mass Brand Psychosis

May 13, 2026 37 min

The Swatch x AP "Royal Pop" arrived after a week of generative AI fan renders, watch-Twitter speculation, and a 24-hour emotional rollercoaster from disappointment to "actually, this might be iconic." Phillip and Brian sit down with Michael Miraflor to unpack the speedrun spectacle, the high/low collab playbook, and why the purchase is just the tip of consumer participation. The Royal Pop Heard 'Round the Internet Key takeaways: AP x Swatch’s collab sparked a flood of fan-prompted, generative AI images of anticipated designs The participatory economy now renders the product before the product exists “This is kind of a match made in heaven, which is why I think this is something that will sell out for a long time.” – Brian Lange “I wonder if people react differently based on everyone else’s reactions” – Michael Miraflor “Purchase of the product is kind of a cap on the experience.” – Michael Miraflor In-Show Mentions: Read our 2025 Field Notes on Swatch – available to Future Commerce Plus members AP x Swatch design reveal Follow Michael Miraflor on X Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Internet’s Aperture Is Shrinking

May 6, 2026 51 min

Matt Maher, founder of M7 Innovations and the thirty-fifth member of the MIT Media Lab Consortium, joins Phillip and Brian to interrogate what really happens when enterprises leap from "zero to one" to "one to a hundred" with AI. The conversation moves from the productivity paradox (studies showing AI can add 20% to completion time even as users swear it saves them work) to the human hand-off in commerce, the limits of agentic shopping, and the shrinking aperture of the internet. The big takeaway is that 2026 is the year of assessment, not aspiration. Paleolithic Brains; Medieval Infrastructure; Godlike Technology Key Takeaways AI has created a productivity paradox. Although it may feel like a magical solution that unlocks productivity and throughput, it often lengthens time to completion. Cognitive atrophy is real and happening faster than we realize. Net-new ideas still need human intuition. AI learns from and mimics existing experiences and content. The human-AI handoff should be designed for where the agent stops and identity begins, mapped across three tiers: low-emotion, middle-emotion, and high-emotion products and content. Fix your site for LLM crawlers now. Agentic checkout can wait. Key Quotes [00:06:30] "We did not have a digital information superhighway… that was zero to one. And now we are in that one to 100 moment… we snap our fingers, and we're at parity with all these capabilities." — Matt Maher [00:17:30] "It objectively takes more time. Our dopamine receptors are feeling good when we're that productive. So we'll happily take 20% more time and claim we didn't." — Matt Maher [00:23:30] "AI could literally never have created [the elevator screen] because it did not exist in the world before. It is a reduction to the mean." — Matt Maher [00:51:30] "The aperture of the internet continues to shrink, and everything becomes more personalized for each of us. If you are not in that aperture of what people see, you don't exist anymore." — Matt M...

POSSIBLE’S Potential: The Hallway Track Leads to the Beach

May 4, 2026 57 min

The funnel’s compressing, content volume is exploding, and everything is quickly descending into AI slop. But the Miami heat and chilled coconut water hit just right, so everything is juuuust fine. We’re unpacking our hot takes fresh out of POSSIBLE, Hyve’s sprawling beachside conference at the Fontainebleau and Eden Roc resorts. Between Walmart's "Who Knew" thesis, EMARKETER's no-safe-channels reset, and Phillip's case for what it would take for POSSIBLE to rival Cannes, the team weighs what makes a conference culturally relevant and what's still missing from most experiences. Great, Now We’re Drowning In Pod Slop, Too Key Takeaways: POSSIBLE's beach-party-meets-marketing-conference format makes activations feel organic, not transactional. The customer journey isn't collapsing anymore; it's compressing. Pinterest now suggests 10 posts to break through feeds. Meta wants 50. Is the new playbook all about volume and velocity, not relevancy? Walmart leverages AI in 73% of its marketing investments, but it’s still hiring. POSSIBLE can only rival Cannes if or when the city itself has skin in the game. Key Quotes: [00:29:37] "People will not become comfortable with AI until it's indistinguishable." — Sarah, on the EMARKETER-led "No Safe Channels" panel [00:38:35] "Being AI first doesn't mean people last." — William White, CMO, Walmart US [00:45:25] "Ops fulfills the promise that marketing makes." — Chris Gosser [00:45:55] "Marketing's job is changing beliefs and behaviors." — Phillip, on William White's framing Associated Links: Get the post-POSSIBLE dispatch on The Senses Get our in-depth analysis of the modern conference industry Buy STRATA by Future Commerce Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or c...

Paris Hilton's 11:11 Media is at the intersection of Celebrity, Social Commerce, and Culture

Apr 29, 2026 35 min

What happens when a cultural figure with 20 years in the limelight decides to become a brand operator? Adam Domian, SVP & Head of Commerce and Audience at 11:11 Media, joins Phillip and Brian to break it down. From Walmart shelves to TikTok lives, Adam shares how Paris Hilton's portfolio balances licensing cash flow with equity-driven brands like Parive, and why "founder energy" is becoming a moat in an AI-saturated marketplace, especially with someone “sliving” such a dynamic and coveted life. Commerce Is Hot Key takeaways: The licensee-licensor era is giving way to the celebrity-as-majority-owner era. US social commerce lags Asia because of consumer habits, not the technology itself. Trust travels with the person—platforms just shape the dialect. Once everyone has AI, cultural instinct becomes the differentiator. Archive footage is the new commercial inventory for legacy IP. Key Quotes: [00:14:31] "She is the same person across those platforms; it just allows us to lean further into different aspects of her life." — Adam Domian [00:19:15] "She was in the labs with the chemists from day one. [Parivie] product development took two and a half, three years." — Adam Domian [00:23:44] "We have Paris and her cultural pulse as an asset to these businesses, but 80% of it is running a traditional playbook." — Adam Domian [00:26:16] "When everybody's leveraging AI, there's a moment of parity. The humanness becomes the differentiator." — Adam Domian In-Show Mentions: 11:11 Media M13 Parivie Associated Links: Get Strata by Future Commerce Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love...

AI Can Be Your Therapist, But Never Your Partner

Apr 24, 2026 46 min

People will let AI be their therapist but not their partner, their assistant but not their manager. Gillian Katz of Hannah Grey VC joins Phillip and Brian to unpack the firm's newest Cultural Vibrations journal and the qualitative study behind it: a read on how people are actually negotiating AI's role in their lives, domain by domain, role by role; from anthropology to sommelier frameworks to Goodhart's Law. You Can Manage AI, but AI Can’t Manage You Key Takeaways: People accept AI in almost every domain, but reject it in specific roles within them. Naming a cultural signal may be what stops it from moving. Qualitative research captures what dashboard culture flattens. The next frontier isn't the technology, it's the governance around it. Key Quotes: [00:11:04] "No one wants to be managed by a machine, but they're okay to sort of put control over one." — Gillian Katz [00:27:08] "It's exactly like the way you wish every person interacted. But if you did actually have that experience time and time again, you would be so frustrated." — Gillian Katz, on AI sycophancy [00:29:22] "We give people the benefit of the doubt, but we expect a hundred percent accuracy from AI." — Gillian Katz [00:40:56] "If you only use AI to go build your business, you're gonna lose the discernment that's required to actually use AI well in the first place." — Brian Lange In-Show Mentions: Learn more at hannahgrey.com Read the latest issue of Cultural Vibrations, featuring Brian Lange Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an...

We Already Lost the Power Race to China. Now What?

Apr 22, 2026 1 hr 7 min

"There will be a lot fewer people employed doing existing work in not just insurance, but in all business." Phillip reports from the press pool at Semafor World Economy 2026, where 500 CEOs, a quarter of the US Senate, and 20 G20 finance ministers spent two days in Washington DC sketching out the next decade. Inside: why the AI race is really the electricity race (and why we may have already lost it to China), the $10 trillion and 250 gigawatts Meta says AGI will cost, Senator Mark Kelly on the new commercial space economy, Levi's 50% DTC milestone, Ralph Lauren's experience-economy flex, and why Balzac saw the "exterminator economy" coming 200 years ago. Plus: white smoke from Apple Park. Key Takeaways: Space is getting a concentric-circle economy. NASA hands low-Earth orbit to private industry; the moon is next; Mars is the horizon. Sen. Mark Kelly laid out the vision at Semafor. AGI has a price tag, and it's $10T. Meta's Dina Powell McCormick framed the path forward: trillions in capital, 250GW of power, and geopolitical fallout to match. The AI race is actually the electricity race — and the US lost it five years ago. Chips and lithography aren't the bottleneck. Power is, and China builds more in a year than the US builds in a decade. NIMBY has evolved into BANANA. Build Absolutely Nothing Anywhere Near Anyone is the new posture from Virginia to Maine, and the quiet threat to American AI competitiveness. The heritage brand isn't dead; it just needs a thesis. Levi's built a three-layer AI framework — process, product, people — and is posting 16 consecutive quarters of DTC growth to prove the strategy works. Everyone's becoming an exterminator. The age of sovereignty is producing a wave of DIY micro-entrepreneurs using ChatGPT as their back office. Every job AI takes, it seems to hand back, just in a flat-brimmed hat. The American consumer is less bearish than the algorithm suggests. Ralph Lauren, Kickstarter, and Chime all reported data at odds with rece...

How Furniture.com Repaired Furniture Shopping For Everyone

Apr 17, 2026 38 min

Furniture.com is a new kind of furniture marketplace: a single platform aggregating more than 3 million SKUs from 80+ retail partners, using standardized data and AI-powered personalization to replace the 15-hour odyssey most shoppers endure. VP of Brand & Creative Olivia Hnatyshin joins Phillip and Brian to unpack how the team is rebuilding the third-most expensive purchase of a person's life – one where hunter green and forest green finally mean the same thing. Building the Zillow of Furniture, One Couch At A Time Key Takeaways: Buying furniture is the third most expensive purchase a person makes, after a car or a home. 83% of furniture shoppers start online; 73% of searches are non-branded. Shoppers spend an average of 15+ hours across 4+ retailers before buying a single sofa. Data standardization is the real unlock for the category. Verticalized, purpose-built AI beats general chatbots when the stakes are high. Key Quotes: [00:07:20] "It's not really a discovery problem. It's a systems problem. The industry hasn't caught up to how people are actually shopping." - Olivia [00:18:50] "When you stop trusting the system's recommendations because they're going to be guided by advertising, you stop believing there's a real curation based on your tastes and your needs." - Phillip [00:19:45] "We're doing one thing and we wanna do it really, really well. That gives us the advantage because we're not trying to build for a bunch of other retail streams." - Olivia [00:35:50] "We're moving away from search entirely. It really is more about expressing intent and having that intent met instantly and accurately." - Olivia Associated Links: Shop on Furniture.com Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments abou...

Everything Is Trained On You: Inside the World Model Layer

Apr 15, 2026 56 min

Evelyn Mora, founder and CEO of VLGE, joins Phillip and Brian to challenge how we think about AI training data, brand identity, and the coming era of individual-first commerce. We move from the mechanics of world modeling to the cultural philosophy of what it means for brands to let go, adapt, and become an ingredient rather than the star of the show. PLUS: Strata Volume 001 is available for purchase now! Key Takeaways: Good AI agents are trained on embodied, human data, not synthetic simulations. Brands' training data pipelines will become their most competitive IP. The "personal economy" is shifting commerce from generational boxes to radical individuality. Brands must become an adaptable story that’s recognizable but infinitely mixable. The future of AI is expensive. Data sovereignty and consent economics are coming. Key Quotes: [00:06:46] "A good agent would know my budget, my personality, my preferences." — Evelyn Mora [00:21:08] "When you have humans going and playing and reacting with their free will and their freedom and their personality and identity... that to me is the ultimate high signal data." — Evelyn Mora [00:40:06] "Brands should kind of evolve into these different mediums... into a flavor that can really be mixed into everyone's lives." — Evelyn Mora [00:53:54] "In this agent Hunger Games, it really does matter how you train and what kind of training data you capture." — Evelyn Mora Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about o...

The Blueprint for Independent Brands with eComFuel

Apr 8, 2026 42 min

Andrew Youderian joins Phillip and Brian to break down the 2026 eCom Trends Report: a decade in the making, 300 brands surveyed, and a lot of conventional wisdom overturned. The data reveals a diverging landscape where gross margins are climbing but net margins are shrinking, Amazon's dominance is quietly unwinding, and AI's productivity promise hasn't quite arrived – yet. Key Takeaways: Paid advertising isn't the problem, but your P&L structure might be Amazon's share of community revenue has fallen to 2017 levels, despite record seller counts AI adoption isn't moving the financial needle. 2026 may be the inflection point Lean operations (sub-20% overhead) consistently separate the optimistic from the pessimistic Raising prices remains the fastest, highest-impact lever operators chronically underuse Andrew's thesis: we're entering the era of the small, durable brand — slower, sturdier, built to last Key Quotes: [00:12:14] "Quality product is no longer the moat. Attention is the moat. But the problem is attention is expensive and easily diverted." — Brian [00:14:22] "The future is going to be the era of the small, durable brand — fewer brands that scale quickly, more brands that build slowly the old-fashioned way." — Andrew Youderian [00:27:24] "I think 2026, 2027, we're going to see those AI-adopting brands start to pull away — but I don't think it has delivered yet on what it's promised." — Andrew Youderian [00:35:34] "There's nothing I have done across multiple businesses that has ever had as much impact, as quickly, and that I have regretted waiting as long to do, as raise prices." — Andrew Youderian In-Show Mentions: eCommerceFuel 2026 eCom Trends Report (Blueprint) eCommerceFuel Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episo...

LIVE at Shoptalk Spring: Architecting a 360° Wedding Ecosystem with David's Bridal

Apr 3, 2026 23 min

How does a 76-year-old legacy retailer reinvent itself as a tech-powered ecosystem? Lisa Horton, Chief Communications & Creative Officer at David’s Bridal, dishes on the company’s grand modernization and how they’ve expanded to accommodate the next generation’s Gen-Z-sized aspirations. Here Comes the Algorithm Key takeaways: David's Bridal's "Aisle to Algorithm" pivot puts AI at the center of everything — from merchandising to internal communications. The Style Squad ambassador program bridges employee creators ("Dream Makers") and external influencers, offering the most aggressive affiliate commission in retail at 20%. David's captures 90% of brides who enter their ecosystem — a first-party data advantage few retailers can match. The definition of "influencer" is broadening: word of mouth is influence, and everyone is influential. David's is building beyond bridal — eyeing the post-wedding household, where the majority of purchase decisions are made. [00:00:54] "We're basically a startup inside of a 76-year-old retailer." - Lisa Horton [00:12:09] "We have shifted in the last 12 months from being a legacy retailer to a 360 degree wedding planning ecosystem." - Lisa Horton [00:13:12] "Word of mouth is influence. And everyone is influential." - Lisa Horton [00:22:06] "Everything that we do moving forward is always going to come from a place of how do we mitigate her stress? How do we make her feel excited and seen and celebratory in every moment." - Lisa Horton Associated Links: Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an Ad...

LIVE at Shoptalk Spring: Retail Media Confessions, Hype Cycles, and the Creator Reckoning

Apr 2, 2026 26 min

Recorded live on the Shoptalk Spring show floor, Phillip and Alicia sit down with Leah Logan, VP of Retail Media Transformation for Inmar Intelligence, and Andrew Lipsman, Founder & Chief Analyst at Media, Ads + Commerce, fresh off a spirited on-stage debate about agentic commerce. We debunk AI Traffic Apocalypse predictions and make the case for creators as a critical yet overlooked retail media channel. The AIpocalypse, Explained Key takeaways: AI referral traffic currently accounts for just 0.1–2% of retailer traffic; it has also led to eCommerce site traffic growth, not decline. Consumer intent data, not bottom-funnel ads, is where LLM advertising will find its footing. Creators are a media channel that predates the hype, and the measurement has been there for years. Retail media's growth depends on graduating from ROAS to incrementality — the sooner, the better. [00:11:08] "The next big trend already exists. People just haven't really wrapped their heads around it yet." — Andrew Lipsman [00:26:09] "We have to stop looking at CPMs and start looking at investments." — Leah Logan In-Show Mentions: Retail Confessions Podcast Buy STRATA Associated Links: Check out Future Commerce on YouTube See our in-depth analysis of Shoptalk’s theme: “Retail in the Age of AI” Read our post-event digest in The Senses Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

LIVE at Shoptalk Spring: Wing’s Heather Rivera on Five-Minute Futures

Apr 1, 2026 25 min

Recorded live at Shoptalk, Phillip and Brian sit down with Heather Rivera, Chief Business Officer at Wing (an Alphabet company), to talk about how Wing has crafted our five-minute delivery future. Spoiler: the novelty of drones wearing off might be the best thing that ever happened to the industry. Building the Drone While We’re Flying It Key takeaways: Wing's fastest recorded delivery: 2 minutes, 37 seconds. Average is under five minutes. 25% of Wing customers order three times a week – habit, not novelty. Wing just announced its largest residential drone delivery expansion yet, with Walmart, covering 270+ store locations. ~70% of Walmart SKUs fit in Wing's current delivery box – roughly 50,000 products. Wing recently doubled its payload capacity from 2.5 lbs to 5 lbs, opening new SKU and category possibilities. [00:20:39] "I want this technology to become unremarkable for people because it just becomes part of the way they go about their lives." – Heather Rivera [00:13:09] "I predict there's gonna be whole sets of new companies that design existing products to fit into the five pound baskets." – Brian Associated Links: Get STRATA Check out Future Commerce on YouTube Check out Future Commerce Plus for exclusive content and save on merch and print Subscribe to Insiders and The Senses to read more about what we are witnessing in the commerce world Listen to our other episodes of Future Commerce Have any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Podcast details

Created by: Phillip Jackson, Brian Lange
Status: Active
Latest episode: Nov 11, 2026
Episodes: 600
Release period: Weekly
Avg. episode length: 41 min
Explicit: No
Language: English

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