Future Commerce

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 Ali...

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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...

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 grou...

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 Relucta...

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 One Key takeaways...

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 t...

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 a...

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 W...

Can anyone tell the staged from the real anymore? On today’s After Dark: We’re growing increasingly certain that everything is fake now. Amazon drones delivering your package to the deep end of your backyard pool? Curiosity bait. A bunch of Kindergarten moms actually keeping up in a group thread? A Suno commercial. That behind-the-scenes footage? AI-generated – but you watched it, didn’t you? PLUS...

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 Eff...

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 monocultur...

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 co...

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, an...

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 attributio...

It's a birthday After Dark! On this episode, Phillip and Brian work through the current state of consumer trust (it's not looking good). PLUS: Everyone's a critic! The reviews of The Odyssey are in, and Brian thinks Tarantino would have done it better. Air Bud's also making a triumphant(?) return, rocking some Air Jordans, appropriately. This episode is exclusive to Future Commerce Plus members.  ...

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 ta...

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...

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?...

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 funn...

"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...

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...

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...

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? Ph...

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 wit...