Retail Disrupted

Hosted by Natalie Berg

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138

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Jul 2026

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About the show

Learn from the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg, Retail Disrupted® is a weekly podcast exploring the biggest trends in retail, e-commerce, and consumer behavior. Join us as we dive into the future of shopping — from AI-powered experiences and omnichannel strategy to reimagined stores, sustainability, social commerce, and more. We explore how technology is reshaping retail, how shopping habits will evolve in the future, and what brands need to do to stay relevant in this digital era. Each episode offers practical insights, sharp analysis, and big-picture thinking to help you navigate the evolving retail sector with confidence. Based in London, designed for a global audience.

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July 30, 2026Episode 14118 min

Kingfisher's Group Digital Director: AI Is Bigger Disruption Than E-Commerce & Mobile

AI is a bigger wave of disruption than e-commerce or mobile because it isn't just changing how consumers behave; it's fundamentally changing how businesses operate. Romain Roulleau, Group Digital & E-Commerce Director, Kingfisher, joins Natalie Berg to unpack how Kingfisher — the £13 billion home improvement giant behind B&Q, Screwfix, Castorama, and Brico Depot — is at the forefront of this next retail transformation. In this episode, Romain reveals how Kingfisher's marketplace now drives 50% of e-commerce GMV, why they're betting on AI-powered conversational commerce with Google Cloud's Vertex AI, and what "agentic commerce" means for the future of retail. Romain also unpacks the store-centric marketplace model that's become a differentiator against pure players — including click-and-collect and in-store returns for third-party products — and explains why 78% of Kingfisher's business still happens in physical stores, making expert advice the next frontier for AI. If you're a retail leader navigating the shift from omnichannel to AI-powered commerce, this is your briefing. 🤝 This episode is brought to you by Manhattan Associates and was recorded in Barcelona at Shoptalk Europe. https://www.manh.com/ ABOUT OUR GUEST As Group Digital & E-Commerce Director at Kingfisher, Romain is responsible for leading all marketplace, retail media, e-commerce and innovation activity within the Group and its banner brands. Prior to his current role, Romain spent five years as Chief Marketing, Digital & Customer Officer at Castorama, one of the leading home improvement retailers in France, driving the brand's digital strategy and e-commerce growth. He has also previously held a number of senior digital and e-commerce roles within the travel industry globally, over the course of more than a decade, including as SVP, Digital & E-Commerce at AccorHotels, one of the world's largest hotel groups. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

July 28, 2026Episode 14031 min

The Trust Crash: Why Consumers Don't Believe Brands Anymore

Your brand believes it's trusted. Your customers disagree. Dr Amna Khan is a renowned retail and consumer behaviour expert with a PhD in trust development from Alliance Manchester Business School. She's observed the trust contract between businesses and consumers unravel in real time. She joins Natalie Berg to unpack what this means for retailers and brands. 📺 Watch this episode on YouTube: https://www.youtube.com/watch?v=g02sjV7Kako&t=1827s What you'll learn: Why emotional trust builds resilience. Why founder-led brands like P. Louise are flourishing and how transparency strengthens trust when things go wrong. How Gen Z discover products through creators, not advertising — and how that permanently rewires the path to purchase. The imperfection advantage. AI-generated content is flooding every channel. Human flaws — typos, rough edges, unscripted moments — are becoming the new trust signals. Where AI helps vs where it hurts. Holland & Barrett uses AI to free up staff for personalised advice. But when AI generates flawless, homogenous content, consumers trust it less — not more. What AI agents will do to your brand if you haven't built trust by 2027. CONNECT WITH DR AMNA KHAN: https://www.linkedin.com/in/dramnakhan/ ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

July 24, 2026Episode 13935 min

Why This Luxury Founder Tells Customers NOT to Buy – Marc-Antoine Barrois Strategy Briefing

Modern retail is globally efficient but emotionally bankrupt. Marc-Antoine Barrois, founder of the luxury fragrance house MARC-ANTOINE BARROIS, and architect Antoine Bouillot join Natalie Berg to discuss their shared belief: a store should prioritize emotion over the transaction. In this episode, they reveal how they design flagship spaces in London, Paris, and New York that deliberately increase dwell time, why sales associates are trained to tell customers to leave without buying, and how they were inspired to create the "IRL is Better" campaign. 📺 Watch on YouTube to see inside Marc-Antoine Barrois stores: https://www.youtube.com/watch?v=Pub_PiUReKA We discuss: ▶ Why efficiency has stripped retail of emotion — and how to put it back ▶ The architectural toolkit for deceleration: treasure-hunt layouts, suspended furniture, and materials built to last ▶ Sales advisors, not salespeople: training staff to prioritize connection over conversion ▶ "IRL is Better" — inside the anti-social media campaign that doubled down on real-world intimacy ▶ How handwritten notes and personal emails extend the flagship experience online ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

July 20, 2026Episode 13829 min

California Pizza Kitchen's Rick Rosenfield on Innovation, Reinvention & the CPK Comeback

In 1985, two federal prosecutors walked away from their careers and mortgaged their homes to open a pizza restaurant in Beverly Hills. They wound up inventing an entirely new dining category. Rick Rosenfield, co-founder of California Pizza Kitchen, joins Natalie Berg on Retail Disrupted to share the unfiltered story: the one menu hit that redefined casual dining, the culture that made CPK somewhere people genuinely wanted to work, how it beat the odds to survive bankruptcy and the reinvention chapter that followed. Rick shares lessons from his new book: The California Pizza Kitchen Story: How Two Federal Prosecutors Changed the Way America Eats Pizza. https://amplifypublishinggroup.com/product/nonfiction/business-and-finance/leadership-and-management/the-california-pizza-kitchen-story/ This is a masterclass in innovation, differentiation, and ethical leadership for anyone building a brand, scaling multi-site retail, or navigating private equity-backed growth. What retail leaders take away: How two lawyers created upscale casual dining at shopping centers with zero restaurant experience How BBQ chicken pizza became the brand's defining product Why CPK became the first national chain to go non-smoking — and what it reveals about culture-led decisions The private equity warning: what founders lose when new owners sideline the vision How CPK is diversifying into packaged goods and airport retail to future-proof the brand Watch this episode on YouTube https://www.youtube.com/watch?v=p8WT_w571no&t=790s ABOUT OUR GUEST Rick Rosenfield is a former federal prosecutor and defense attorney. He is the co-founder of California Pizza Kitchen, the restaurant brand that helped redefine how America eats pizza and reshaped modern casual dining. Before entering the restaurant business, Rosenfield began his legal career at the U.S. Department of Justice in Washington, DC, where he worked on cases before the U.S. Supreme Court and the U.S. Courts of Appeals. In the mid-eighties, Rosenfield and his partner, Larry Flax, made the unconventional decision to leave the law field and open the first California Pizza Kitchen in Beverly Hills. What began as a single restaurant grew into a global brand while maintaining a distinctive culinary vision and culture. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com #CaliforniaPizzaKitchen #CPK #RestaurantStrategy #BrandBuilding #RetailDisrupted #RetailPodcast #FoodBrand #FounderStory

July 15, 2026Episode 13728 min

The UK's 3rd Biggest Fashion Retailer Owns No Inventory — An OC&C Strategy Briefing

The UK's third biggest fashion retailer doesn't own a single store, design a single garment, or hold a single unit of inventory. Natalie Berg sits down with Olivia May, Partner at OC&C Strategy Consultants, to deliver the strategy briefing retail leaders need on the resale revolution. In this episode: ▶ Why Vinted overtook established names to become the UK's #3 fashion retailer ▶ The data advantage first-hand brands hold over pure-play resale platforms ▶ Why luxury resale is harder to scale than it looks — from retail theft to $78 item processing costs ▶ Vinted vs Depop: what separates a platform winner from a challenger ▶ The "say-do gap": why the same customer shopping resale is also buying Shein For retail leaders evaluating their own resale channel — or trying to understand where their margin is going — this episode is for you. 🤝 This episode is sponsored by OC&C Strategy Consultants. https://www.occstrategy.com 📺 Watch this episode on YouTube: https://www.youtube.com/watch?v=VN3rfoutHxc ABOUT OUR GUEST Olivia May is a Partner in the Global Retail Practice at OC&C with a particular focus on developing winning strategies and game-changing customer propositions for apparel businesses, marketplaces and digital native brands. Olivia has over 14 years of experience working closely and collaboratively with retailers and brands to both develop customer-centric strategies and help put them into action in a way that transforms and future-proofs client businesses. In particular, she works closely with platforms, brands and investors looking to participate and win in recommerce markets. ABOUT RETAIL DISRUPTED Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Subscribe on Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Subscribe on Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

July 9, 2026Episode 13622 min

Online Grocery Is a Decathlon — Ocado's European President on Making E-Commerce Profitable

Gregor Ulitzka (President, Europe at Ocado Group) makes the case that online grocery isn't a sprint — it's a decathlon. The path to profitability requires retailers to master logistics, availability, pricing, last-mile, customer experience - the works! From Ocado's origins as the UK's first pure-play online grocer to a technology platform and solutions business powering e-commerce for some of the world's biggest grocers — this is a masterclass in what it actually takes to make online grocery work. Gregor and Natalie discuss: The "detail, detail, detail" principle behind sustainable online grocery profitability Shifting consumer habits & the 2-hour delivery myth Global partnerships: from Alcampo to Asda (hot off the press) In-store solutions vs CFCs: the infrastructure decisions Where AI genuinely adds value in grocery (and where human beats algorithm every time) Retail 2036: will AI agents be doing all the grocery shopping for us? 🤝 Today's episode is brought to you by Manhattan Associates https://www.manh.com/ ABOUT OUR GUEST Gregor is president of Europe at the Ocado Group. As the first person to hold this role, he is responsible for the growth and operations of Ocado Solutions across the region. Prior to joining in 2023, Gregor built and scaled the vendor-facing supply chain at Amazon for over 10 years, with his most recent role for the business being director of supply chain and inventory management for Europe. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. Subscribe: 👉 YouTube: https://www.youtube.com/@retaildisrupted 👉 Apple: https://podcasts.apple.com/gb/podcast/retail-disrupted/id1676107321 👉 Spotify: https://open.spotify.com/show/5H0TALn63ov2VAIJPNi3FM 👉 LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Newsletter: https://retaildisrupted.substack.com

July 6, 2026Episode 13514 min

Vuori Global President: Cracking DTC, Physical Retail & International Expansion

Most DTC brands struggle to make the leap from online-only to physical retail. Vuori didn't just make the transition -they're now scaling stores across Europe, Asia, and beyond. Recorded live at Shoptalk Europe, Global President Ashley Kechter shares the playbook behind the California athleisure brand's retail expansion, international growth, and what's required to scale a modern consumer brand. Ashley explains why Vuori's stores function as community hubs and customer acquisition engines — not just sales floors — and how international markets act as early-warning systems for product trends before they hit the US. Key topics covered: Vuori's brand DNA: how does it stand out in a crowded market? The "density within markets" approach: clustering stores before diversifying geographically How e-commerce data in 30 countries pinpoints the next store location Why international markets are Vuori's trend-forecasting advantage Balancing global brand consistency with hyper-local community activations The role of stores in acquiring omnichannel customers who still value the opportunity to "touch and feel" the product 🤝 This episode is sponsored by Manhattan Associates - the unified foundation for global supply chains and commerce. ABOUT OUR GUEST As Vuori's Global President, Ashley Kechter is responsible for overseeing the brand's global business strategy, driving the financial process, and overseeing retail, eCommerce, planning and wholesale internationally and domestically. Prior to joining Vuori, Kechter served as global president of eComm, retail, wholesale and International for Fabletics, and previous roles include Chief Business Officer and GM for Banana Republic, and Chief Merchandising Officer and GM of Merch, Planning, eCommerce, Sourcing, Inventory Management, and Product Development at Restoration Hardware. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

July 2, 2026Episode 13422 min

The Future of Quick Commerce: Wolt's Marianne Vikkula on Affordability, AI & Retail

A third of shoppers now expect grocery delivery within two hours. That's a huge shift in customer expectations – and one that Wolt is well placed to meet. The Helsinki-based delivery platform (owned by DoorDash / sister company to Deliveroo) is now the #1 delivery app outside China and among the top 10 online grocers in Europe. Marianne Vikkula, Head of Wolt, joins Natalie Berg to unpack the strategy behind one of Europe's leading local commerce platforms. And it's no longer just about takeaways and groceries - retail now makes up more than 25% of Wolt's global sales. Marianne shares how Wolt+ has evolved from a subscription that waived delivery fees to a lifestyle membership program, why baskets are a third larger when they include a promotional item, and why the average Wolt order travels under three kilometres. 📺 Watch the episode on YouTube. Key themes: → Why quick commerce isn't just about speed (selection, quality, and affordability are essential) → How Wolt's hyper-local model - 200,000+ merchants, sub-3km radius - unlocks categories beyond groceries → The role of AI, autonomous delivery, and logistics tech in making quick commerce profitable → What retailers get wrong about platform cannibalization — and why these channels are "much more incremental than many retailers fear" ABOUT OUR GUEST Since joining Wolt in 2018, Marianne has led the company's expansion from 6 to more than 30 countries across EMEA, while launching new businesses including Wolt Market and Ads. She oversees a cross-functional team of over 15,000 people. Previously, she was CEO of Slush, helping grow it into one of the world's leading tech and investor events. Marianne also serves on the boards of Slush and Marimekko. ABOUT THE PODCAST 🎙️ Retail Disrupted is a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

June 29, 2026Episode 13338 min

How AI Agents Will Rewrite Retail Payments – Spreedly CEO

What happens if customers never reach the checkout page at all? Justin Benson, CEO of Spreedly — the payment orchestration platform trusted by BMW, The New York Times, HBOMax, Getty, Warner, and Il Makiage — joins Retail Disrupted to unpack why payments become more critical, not less, in an agentic era. His framing: "Agentic commerce is like Google Search and Apple Pay had a love child." Instead of shoppers moving from discovery to checkout, AI agents may increasingly arrive pre-authorized and ready to buy which raises a few urgent questions for retail leaders. IN THIS EPISODE • Payment orchestration as an "operating system" and why flexible payment infrastructure is now mission-critical • The checkout page rewrite — how AI agents will assess loyalty programs, BNPL options, and delegated preferences without a human in the loop • Identity vs. fraud — why distinguishing human from agent transactions is the next big challenge for retail fraud teams • Marketplace vs. niche — whether AI search could be a net negative for Amazon and a tailwind for merchants like Etsy • Three priorities for retailers — payment stack flexibility, identity management, and AI-readable product catalogs DISCLOSURE: This episode is sponsored by Spreedly. All views and analysis are Natalie Berg's own. ABOUT OUR GUEST Justin Benson is the CEO of Spreedly, a leading global open payments platform serving customers in over 100 countries. Since joining in 2011, Justin has led the company through a phase of rapid expansion, including securing $75 million in financing from Spectrum Ventures to drive Spreedly's growth. Justin began his career in the Bay Area and joined Intraware as its first technical support employee. He rose through the ranks into sales and senior leadership as the company scaled from 40 to 400 employees, completed a successful IPO, and achieved a strategic exit. He later served as Vice President of Sales for the Americas at SafeNet, an information security company. ABOUT THE PODCAST 🎙️ Retail Disrupted — a Top 5% Global Podcast with the leaders and disruptors shaping the future of retail. Hosted by retail analyst Natalie Berg. 👉 Subscribe on YouTube: https://www.youtube.com/@retaildisrupted 👉 Follow on LinkedIn: https://www.linkedin.com/company/retail-disrupted/ 👉 Subscribe to our newsletter: https://retaildisrupted.substack.com

June 24, 2026Episode 13215 min

Inside Instacart's $110 Basket Strategy | Ryan Hamburger, Instacart CCO

Instacart's average basket is $110 - the highest in quick commerce. In this episode, Natalie Berg sits down with Ryan Hamburger, Chief Commercial Officer of Instacart, at Shoptalk Europe to unpack how the company is evolving from delivery platform to omnichannel technology partner. With over 25 million consumers served, 1.6 billion orders fulfilled, and coverage of 98% of US and Canadian households, Instacart is betting that smart carts, unified experiences, and AI-powered personalization will define the next decade of grocery retail. Ryan reveals why retailers with online-offline pricing parity grow 10–15% faster than those with markups, how activating a single digital order lifts share of wallet by 30%, and why Instacart is betting that the future of grocery isn't delivery-only — it's technology that makes every touchpoint, from phone to aisle to checkout, completely seamless. We also cover retail media as a margin engine, the sticky threat of competitor switching, and more about Instacart's venture into Europe (currently operating in France and Spain with Costco and in the UK with their Caper Cart trial at Morrsions). 🤝 Today's episode is brought to you by Manhattan Associates https://www.manh.com Prefer to watch? This episode is also available in full on YouTube: https://youtube.com/watch?v=-0cj5FIai7w And if you enjoy the show, please hit subscribe so you never miss an episode. Your subscription genuinely helps us grow.

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