8:30am - 9:15am
Javits North, Level 5
Session details are to come.
9:45am - 10:15am
Javits North, Level 5
In this fireside chat, Anna Marrs, Group President, Global Merchant & Network Services at American Express, will share perspective on the forces shaping today’s retail landscape. Drawing on American Express’ unique view of both consumer and retail trends, Anna will discuss spending patterns and priorities for today’s consumer and how retailers can prepare for the new technologies that are transforming how people search for, compare and choose products. The conversation will explore what agentic commerce means for retailers, as the biggest shift to shopping and purchasing since the rise of e-commerce.
12:15pm - 12:45pm
Michaels and Stanley 1913 come from different corners of retail, but their recent growth stories reveal a shared truth: enduring brands never stop evolving. Through strategic acquisitions, unexpected collaborations, product innovation, and a deep understanding of changing consumer expectations, both organizations have successfully introduced their brands to new audiences while remaining true to their heritage. In this two-part conversation, leaders from Michaels and Stanley 1913 will share how they are balancing legacy with innovation, building relevance across generations, and creating sustainable growth in an increasingly competitive marketplace.
Putting technology directly into shoppers’ hands in ways they find useful in both decision-making and point of purchase is changing the in-store journey. Retailers are finding that the tech tools customers deem valuable and easily use can become a competitive differentiator. Panelists will share what’s working, what’s flopped and how to design in-store technology that earns trust and moves the sale.
1:00pm - 1:30pm
H&M operates at a truly global scale, but its success is built on creating meaningful connections in local communities and culture. In this fireside chat, Vogue Business Executive Editor Hilary Milnes sits down with Kate Rogowski, Head of Marketing, H&M U.S., to explore how one of the world's largest fashion retailers balances global brand consistency with locally relevant marketing that resonates with customers across America. From high-profile collaborations and culturally driven campaigns to community investments and market-specific activations, Rogowski will discuss how H&M brings its brand to life in ways that reflect the unique needs and interests of U.S. consumers. The conversation will highlight recent examples including the H&M&NY campaign, the Nordstrom Marketplace launch, major partnership moments, local community investments, and expansion. Attendees will gain insights into how H&M leverages the influence of its U.S. business to shape marketing strategy, build brand relevance, and create customer experiences that strengthen loyalty while driving growth in an increasingly competitive retail landscape.
9:15am - 9:45am
For more than three decades, Jay Schottenstein has driven the evolution of American Eagle Outfitters, Inc. (AEO) from a single-brand retailer into a multi-brand, global powerhouse. As CEO and NRF’s 2027 Visionary Award recipient, Jay’s legacy is defined by bold brand-building, disciplined execution and a sharp focus on long-term profitable growth. Under his leadership, AEO launched industry-defining brands like Aerie and OFFLINE, and scaled American Eagle’s denim franchise into a multibillion-dollar business while consistently creating authentic connections with each new generation of consumers.
In this Main Stage conversation with NRF president and CEO, Matt Shay, Jay will reflect on his leadership principles, growth strategies and customer-first mindset that continue to fuel AEO’s success through changing retail cycles. From brand relevance and marketing innovation to operational agility and shareholder value, hear how one of retail’s most influential leaders continues to fast-forward his business—and the timeless lessons every retailer can leverage to build an enduring enterprise.
11:15am - 11:45am
AI Stage by Klaviyo, Expo, Level 1
11:30am - 12:00pm
Consumer behavior is shaped as much by emotion as by economics, with shoppers seeking joy, reassurance, and a sense of connection – not just efficiency – in their purchasing experiences. Every purchase must “earn its place,” which means retailers need to build trust, personalization, and emotional connections rather than relying solely on convenience-driven tactics. And with AI reshaping the journey and shopper expectations shifting rapidly, retailers that prioritize meaningful, human-centered moments over transactional speed will differentiate themselves – and hopefully build loyalty. Ultimately, consumers want to feel a sense of belonging, community and identity.
Gen Z and Gen Alpha don't consume media the way previous generations did. They discover products and brands through a fluid mix of creators, social platforms, haul content, peer influence, experiential events, and in-person shopping experiences. The path to purchase is increasingly shaped by authentic moments rather than traditional advertising. For retailers, adapting to this reality is essential. Success requires showing up in the moments that influence consideration and purchase, from creator partnerships and social content to pop-up activations, experiential retail, and even the resurgence of the mall as a destination for shopping, entertainment, and social connection. Above all, brands must earn attention rather than demand it, integrating naturally into the environments and experiences that matter most to these generations, where authenticity is a prerequisite for engagement.
12:15pm - 12:45pm
Gap Inc. EVP and Chief Technology Officer Sven Gerjets joins us to unpack how the retailer is embedding AI and agentic technology into every layer of the business – from product design and supply chain to marketing and the customer experience. He’ll share what it takes to move fast without losing the brand's human core, including lessons from Gap’s multiyear Google Cloud partnership and its early bet on agentic commerce.
1:00pm - 1:30pm
How did ALDI turn shoppers into fans, lining up around the block for the opening of a new store and convert its uncompromising operating model into a powerful consumer proposition? The session explores how simplicity creates value and trust, and how discovery and exclusivity turn everyday grocery shopping into something customers want to talk about and share. Discover why stripping complexity out of retail can actually create a richer brand experience and turn customers into advocates.
Examining the growing role of creator trust in shaping consumer purchase decisions –specifically, what transforms creators into credible shopping companions. Influencers have evolved into storefront owners and product curators, and retailers are increasingly tapping into creator partnerships to blend in-store and in‑feed experiences. As a result, we’re seeing significant investment in creators as the new voice of the brand, along with heightened interest in driving creator‑led in‑store conversions. Several retailers have launched notable, narrative‑driven campaigns in collaboration with creators, signaling a shift away from traditional marketing funnels toward more dynamic, story‑based funnels.
1:45pm - 2:15pm
Session details are to come.
3:15pm - 3:45pm
Victoria's Secret & Co. is one of the most recognizable names in retail, but sustaining relevance requires continually evolving with the customer. Since becoming CEO, Hillary Super has focused on strengthening Victoria's Secret, reigniting PINK, and deepening customer connection across the portfolio. In this conversation, she'll share how culture, talent, community, and a relentless focus on the customer are helping power the company's next phase of growth. From building high-performing teams to balancing what customers love with what needs to evolve, Hillary will discuss the leadership principles shaping the company's transformation.
8:45am - 9:15am
Javits North, Level 5
Under Libby Wadle’s leadership, J.Crew Group is building on the heritage of some of American retail’s most recognizable brands while positioning them for their next chapter of growth.The conversation will also explore how heritage can serve as a source of inspiration rather than constraint, how Wadle approaches long-term growth across product, technology and customer experience, and the leadership principles that have shaped her career and the next chapter of J.Crew Group. Recent investments in brand leadership and digital capabilities reflect a broader focus on building a portfolio positioned for long-term growth across J.Crew, Madewell and J.Crew Factory. In this Main Stage conversation, Wadle will share how she balances what makes an iconic brand special with the need to continually evolve its product, talent, technology and customer experience – and how she thinks about building brands that can remain relevant for generations to come.
9:45am - 10:15am
Javits North, Level 5
What happens when you stop thinking about retail as stores, websites or marketplaces – and start with the consumer and work backward? That is what Marc Lore is building with Wonder. Leveraging his experience disrupting e-commerce at Jet.com and Walmart, Marc is creating a new kind of consumer platform to make great food more accessible. From recipe development to kitchen robotics and autonomous drone delivery, Wonder owns mealtime from end to end, bringing a level of consistency, quality and speed to new geographies and at price points unattainable by traditional restaurants and delivery platforms. On the Main Stage, Lore will share what he sees coming next, and why the biggest retail opportunities may belong to companies willing to rethink the entire consumer journey.
10:45am - 11:15am
AI is changing what's possible for retail marketers. Join e.l.f. Beauty and Hightouch to explore how an Agentic Marketing Platform brings together customer data, intelligence, and AI agents to help teams uncover opportunities, make smarter decisions, and execute marketing work in entirely new ways. Get a look at what it takes to put agents to work and how retail marketing could evolve in 2027.
International expansion has never been more accessible and yet also more complex. Digital commerce means consumers can discover brands from anywhere in the world long before those brands have a physical presence, but awareness does not automatically translate into trust, loyalty or commercial success. This panel brings together retail leaders who have successfully expanded into international markets to discuss what it really takes to grow globally while winning locally. From entering entirely new countries as an unknown brand to adapting product ranges, marketing, customer experience and store formats for different consumer expectations, the session explores the practical realities behind international growth. Hear how brands balance global consistency with local relevance, use data and experimentation to understand new audiences, and align physical stores and digital channels to create seamless customer experiences. From choosing the right locations and merchandise mix to building awareness, creating demand and responding to cultural differences, the discussion will reveal the strategies that separate successful international expansion from costly mistakes.
Ulta Beauty is transforming wellness from a merchandising category into a full retail experience. A commitment that began a few years back has evolved into “Wellness by Ulta Beauty,” a dedicated shop-in-shop concept that expands the in-store footprint, and doubles-down on education with specialty-trained wellness advisors. Core to the brand’s strategy, Ulta is looking to expand the category, develop exclusive partnerships and curate a one-of-a-kind marketplace. Hear how this is taking shape and what’s on tap for 2027.
11:30am - 12:00pm
What does it look like when a story fans love jumps off the screen and into real life? At Netflix, fandom isn't just a byproduct of great content — it's the starting point for everything the company builds next, from consumer products to immersive experiences to physical destinations. Netflix House is one powerful example: 100,000-square-foot spaces in Philadelphia and Dallas (with Las Vegas to follow) where fans can eat, shop, play and step inside the worlds of their favorite shows and films. But it's part of a bigger philosophy — the "Netflix Effect" — where cultural relevance drives new ways for fans to engage, spend and return. In this exclusive NRF session, Netflix's CMO, Marian Lee shares how the company thinks about extending IP beyond the screen, building fan-first experiences, and what retailers can learn from a digital-native company creating entirely new reasons for customers to show up.
Session details are to come.
12:15pm - 12:45pm
Agentic commerce has moved from concept to production. The infrastructure decisions retailers make today will determine who captures this revenue. Stripe has been working with retailers on agentic commerce for over a year, across modalities from AI-powered product discovery to checkout within agents. In this session, Stripe and a leading retailer will share what it took to go live as early movers, including the decisions, tradeoffs, and learnings from being first. Attendees will gain a clear picture of where the agentic commerce market stands today and an understanding of the core infrastructure that will matter as the landscape evolves.
2:00pm - 2:30pm
Javits North, Level 5
Geoffroy van Raemdonck has spent his career transforming luxury businesses, and now he is leading one of the industry’s most consequential reinventions. As CEO of Exemplar Luxury Group (ELG), the luxury collective comprising Neiman Marcus, Saks Fifth Avenue and Bergdorf Goodman, Geoffroy is doubling down on his belief that the future of luxury retail will be defined not by the products sold, but by the strength of relationships and the quality of experiences. This discussion will explore how, with data-rich insights and technology to enhance the power of human-touch, ELG is able to deliver a personalized journey and exceptional service at scale. As the company looks to the future, it is building on the collective strength of ELG, while preserving the heritage and distinctiveness of each of its iconic banners. Learn how ELG is working to realize its full potential with a stronger and more stable financial foundation, unlocking the power of its footprint, relationships, people and capabilities to drive profitable and sustainable growth. Hear how, in doing so, the company is building a more resilient business model, designed to create lasting value for its owners, customers, brand partners and the broader luxury ecosystem.
2:30pm - 3:00pm
TBD - VusionGroup Theatre, Javits North
Session details are to come.