Next to Lead

You may know Coach and Kate Spade, but you may not know Tapestry, the $30 billion company behind them. After a blocked merger with Capri Holdings, and the sale of its Stuart Weitzman brand, Tapestry is betting on Coach's momentum to fuel its next phase of growth. As luxury retailers compete for younger consumers in an uncertain economy, Tapestry CFO and COO Scott Rowe says the key is winning Gen Z...

In late 2022, Carvana was flirting with bankruptcy after its stock collapsed 99% in just 16 months. Now, the online used-car retailer is staging a stunning comeback, pouring billions into acquisitions, infrastructure, AI, and its signature car vending machines.  In this episode of Next to Lead, Fortune’s C-suite and Leadership editor Ruth Umoh sits down with Carvana strategy chief Christina Keiser...

Gilead Sciences moves at a pace rarely seen in pharma, delivering breakthrough COVID-19 antivirals and HIV preventatives in record time. Yet, in an industry facing a massive trust deficit, speed isn’t always enough.  In this episode of Next to Lead, Johanna Mercier, Gilead’s Chief Commercial & Corporate Affairs Officer, joins Fortune’s Leadership Editor Ruth Umoh to discuss how the company is rewr...

Adobe built the modern creative economy, but as AI reshapes how content is made, its legacy may be its biggest risk. With a leadership shakeup and rising competition, will Adobe stay indispensable or will they'll be left behind? In a moment of transformational change, Adobe President of Customer Experience, Anil Chakravarthy, says the challenge is moving as fast as AI-- without losing sight of wha...

Airbnb is evolving from a hotel alternative into a full-scale travel concierge. In this episode of Next to Lead, Airbnb CFO Ellie Mertz joins Fortune’s Ruth Umoh to discuss the company’s expansion into end-to-end travel services and "white space" opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

To close out a year of great conversations with c-suite talent who may very well be the CEOs of tomorrow, Ruth speaks with one of the most interesting CEOs of today, Red Lobster’s Damola Adamolekun. Damola was only 31 when he became CEO of P.F. Chang’s. Five years later, he was tapped to turn around Red Lobster after bankruptcy. He talks to Ruth about his perspective on leadership, how his time wo...

In 2016, Philip Morris International announced a bold new mission: to deliver a “smoke-free future.” Its U.S. division—Philip Morris U.S.—is now leading that charge with a portfolio of smoke-free products, including the widely known nicotine pouch brand ZYN. Yet globally, Philip Morris International continues to sell cigarettes, fueling the very addiction it says it aims to eliminate. In this epis...

How does a company founded in 1908 survive the breakneck speed of the 21st century? For Shilpan Amin, General Motors’ global chief procurement and supply chain officer, the answer has been forged through crisis leadership and quiet reinvention over nearly three decades inside one of America’s auto giants. He joins Fortune’s Ruth Umoh to reflect on how mentorship accelerated his career, what it tak...

BNY’s Chief Commercial Officer, Cathinka Wahlstrom, joins Fortune’s Ruth Umoh to unpack how a centuries old institution is transforming itself for the next era of finance. Drawing on her nearly three decades at Accenture and her time at Alight, she explains how client obsession and following her gut has shaped her career.  She discusses why today’s leaders have to be comfortable “living in paradox...

From consoles to cloud, Xbox is reinventing itself for an era where players can game anywhere. Xbox president Sarah Bond sits down with Fortune to discuss the company’s sweeping transformation, her approach to leadership and innovation, and how she plays to redefine the future of gaming. Learn more about your ad choices. Visit megaphone.fm/adchoices

As President of Winfield United and SVP at Land O’Lakes, Leah Anderson has a front-row seat to the challenges and opportunities shaping American agriculture. In conversation with Fortune’s Ruth Umoh, she discusses the macroeconomic headwinds facing farmers, how AI can strengthen the workforce, and the path that led her to the C-suite. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the wake of widespread layoffs, UPS is undergoing one of the largest transformations in its nearly 120-year history. Chief commercial officer Matt Guffey explains how a leaner operating model and a sharper focus on healthcare, small and midsized businesses, and international markets are positioning the company for its next era of profitable growth. Learn more about your ad choices. Visit megaph...

Rob Thomas has spent more than two decades at IBM, rising from consultant to SVP of software and chief commercial officer. In this conversation, he explains why real innovation starts close to the customer, why reading is a core leadership habit, and how IBM is shifting from “lightbulb” AI experiments to business-changing “motor” outcomes. Learn more about your ad choices. Visit megaphone.fm/adcho...

Grindr calls itself “the global gayborhood in your pocket,” and since going public in 2022, the dating app for gay men has steadily expanded its reach. Behind that leap to the public markets was CFO Vanna Krantz, who previously helped launch Disney+. She joins Ruth to reflect on being a self-described late bloomer, the joy of working with teams deeply invested in their work, and what’s next for he...

Resy’s CMO Hannah Kelly reflects on the brand’s journey from AmEx acquisition to post-pandemic reinvention—and how data and storytelling are guiding its next chapter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Julia White has made her mark across the tech landscape. For almost two decades she rose through the ranks at Microsoft becoming Corporate Vice President. She left to be the Chief Marketing & Solutions Officer at SAP. Now, almost a year into her tenure as Chief Marketing Officer for Amazon Web Services, Julia joins Ruth to talk about why she’s “addicted to tech,” what values leaders need to succee...

Jon Blotner, president and chief commercial officer of Wayfair, credits his climb to the C-suite to a simple formula: pursue the hardest problems, demand real ownership, and work alongside smart, humble peers. That philosophy now drives Wayfair’s next phase of growth. In 2020, when homebound consumers rushed to redecorate, the company posted its first profit after years of losses, with second-quar...

Aneri Jambusaria has spent her career in wealth management, inspired by immigrant parents who viewed financial planning as security for underserved families. Now leading wealth management at LPL Financial, a firm with $2 trillion in assets and serving seven million Americans, she credits her C-suite rise to a mindset shift from scarcity to abundance and a stronger appetite for risk. Jambusaria cal...

ServiceNow CFO Gina Mastantuono grew up determined never to rely on anyone. Her first career move was cautious after a friend told her accounting was “recession proof.” A series of smart and calculated leaps turned that safe start into a rapid climb. Today Mastantuono is paid to take big swings and deliver results. Under her financial leadership ServiceNow entered the Fortune 500 in 2023 and has r...