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7th Annual Future of the Consumer Conference Podcast Series

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During the 7th Annual Future of the Consumer Conference, industry leaders driving innovation through agility, creativity, and purpose spoke with our consumer analysts on the TD Cowen Insights Podcast.

Topics of discussion include:

Walmart’s Apparel Elevation, Transformation, & Democratization

Denise Incandela, Executive Vice President of the Apparel Division and Private Brands for Walmart U.S. speaks with Oliver Chen, Retail & Luxury Analyst. They explored key innovations and transformations within Walmart’s apparel division, including re-envisioned experiences both in-store and online. 

For the full transcript click here

Starbucks: Prioritizing Elevation, Equipment & Experience for Long Term Growth

Rachel Ruggeri, CFO of Starbucks speaks with Andrew Charles, Restaurants Analyst. They discuss the importance of the Starbucks Experience in the relationship economy and how that experience is laying the platform for future growth.

For the full transcript click here

Live & Love in Levi’s: Innovative Growth at an Iconic Heritage Brand

Harmit Singh, Chief Financial and Growth Officer at Levi Strauss & Co., speaks with Oliver Chen, Retail & Luxury Analyst. They discuss Levi’s apparel transformation, diversification strategies, cutting-edge innovation, and leadership in experiential, omni-channel capabilities.

For the full transcript click here

FIGS: Leading Disruptive Growth In the Healthcare Apparel Market

Trina Spear, Co-Founder & CEO of FIGS, speaks with John Kernan, Retail & Consumer Brands Analyst. They discuss FIGS rapid growth from $55MM in sales in 2018 to $506MM in 2022. They also speak about how FIGS has disrupted the medical apparel market with a direct-to-consumer business model and community-based activation which has enabled superior margins and return on invested capital.

For the full transcript click here

Yum! Brands: Tacos, Chicken, Pizza & Burgers – Recipe For Global Growth

Chris Turner, CFO, Yum! Brands, spoke with Andrew Charles, Restaurants Analyst at our 7th Annual Future of the Consumer Conference. They discuss Yum’s franchisee selection criteria, proprietary digital infrastructure, and relentless pursuit of improving ROIC to fuel the portfolio’s development engine.

For the full transcript click here


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