9:15am - 9:45am
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.
10:45am - 11:15am
A 75-minute session that will bring together influential retail DTC founders for an honest, three-part exploration of what it takes to build a company from idea to impact. The series follows the founder's journey through the initial bet, the inevitable pressure tests, and the long view required to create an enduring business. Through candid conversations, panelists will share pivotal decisions, hard lessons, and outlooks on the future of retail and consumer brands. Moderated by veteran retail executive, investor and advisor, Ken Pilot, this first of its kind Big Show session is not to be missed.
11:30am - 12:00pm
Digital capabilities have reshaped how consumers discover products, brands and ideas. Now, the physical store has an opportunity to support that same journey, creating richer discovery while giving retailers new ways to understand what engages their customers. This session explores this evolution at Sephora, where an ongoing in-store pilot is testing how connected content, technology, physical experiences, data and media can work together. The discussion looks at how these capabilities can facilitate discovery, create greater visibility into the customer journey and help physical environments become more responsive to the people and brands they serve.
In this panel discussion, we will explore the concept that retail is no longer just a place to buy — it’s becoming a stage, a story, and a social experience. The session will explore a provocative shift: what happens when entertainment becomes the primary value proposition, and commerce becomes the by‑product. From immersive brand worlds and gamified shopping to AI‑driven personalization and hybrid digital‑physical experiences, the boundaries between retail, media, and culture are dissolving.
Agentic AI is reshaping not just how consumers shop, but how retail businesses operate, from the way work gets done internally to how brands show up across every touchpoint of the consumer journey. Levi Strauss & Co. and Etsy are approaching this moment from opposite ends of the retail spectrum.
Levi’s, a 170-year-old global brand, is accelerating its push into direct-to-consumer and digital capability as it evolves into a head-to-toe lifestyle retailer. Etsy, the online marketplace for unique and creative goods, is leaning into its roots as the home for human creativity in an increasingly automated world. Both are asking the same fundamental questions about AI while undergoing significant business transformations— just from very different starting points.
In this conversation, the Chief Digital & Technology Officers of both companies will share how they are embedding AI into how their organizations work, how they are using it to deepen and personalize the consumer experience, and how they are preparing for a world in which AI agents play an active role in how shoppers discover, evaluate, and buy.
12:15pm - 12:45pm
AI Stage by Klaviyo, Expo, Level 1
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.
Walmart has already announced the partnerships, the protocols and the pilots, but what happens next is far more important. In this session, Walmart goes beyond the headlines to reveal how AI is changing the real mechanics of retail.
2:45pm - 3:15pm
Javits North, Level 5
Session details are to come.
3:45pm - 4:15pm
Javits North, Level 5
As retailers navigate a complex and fast-evolving landscape, Target is putting a fresh strategy behind one of the industry's most distinctive brands. Throughout his first year as CEO, Michael Fiddelke has focused the company on a clear set of choices – leading with merchandising authority, elevating the guest experience, accelerating technology and strengthening team and community – designed to meet the needs of busy families and drive growth over time. Michael will join CNBC’s Sara Eisen for a conversation about what those choices look like in practice and where Target sees the greatest opportunities to create a more relevant and delightful guest experience. The discussion will offer a window into how one of retail’s largest players is approaching many of the questions facing the industry today and what it will take to turn strategy into sustained growth.
9:45am - 10:15am
Javits North, Level 5
Session details are to come.
10:00am - 10:45am
Lands’ End has spent more than 60 years earning the trust of customers through quality, service, and consistency. So how do you honor that legacy while evolving for the next generation?
Join Charlie Cole, CEO of Lands’ End, for a fireside chat on the opportunities ahead for one of America's most recognizable brands. What does best in class look like for a brand founded in 1963? Where is technology an enabler to the customer experience - or present an opportunity for reinvention? How do you introduce the change needed at a pace that the internal culture and customer can not only tolerate - but appreciate?
From modern marketing and brand storytelling to technology, personalization, and the customer experience, hear how Lands’ End is leveraging its heritage as a competitive advantage, not a constraint, as it builds the next era of sustainable growth.
10:45am - 11:15am
Commerce has a new customer – and it isn’t human. Shopping agents are beginning to compare, decide and buy at machine speed and volume. They don’t browse – they read your data. And when an agent evaluates your catalog, speed alone isn’t enough – it needs to trust that your data is true. One stale price, phantom inventory count or hallucinated attribute can remove you from consideration.
This panel goes inside the intelligence layer that makes commerce agent-ready – enriched & verified product data, real-time pricing & availability, taxonomy machines can reason over, and governed endpoints that ground every answer in evidence. Leave with a practical definition of “agent-ready” – and why the next share shift in retail may be decided there.
If discovery happens in < 3 seconds: What replaces search? What replaces brand building? Creative becomes merchandising In this panel discussion, we examine how in today’s retail landscape, the first impression isn’t made at the front door — it happens in a feed, a swipe, or a scroll. Consumers are making split-second decisions about what to watch, click, buy, or ignore, forcing brands to rethink how they capture attention and convert interest instantly. This session will explore how retailers and brands can win in the “scroll era” by designing experiences that stop thumbs and drive action across social commerce, digital storefronts, live shopping, and mobile-first platforms. From visual storytelling and creator partnerships to frictionless checkout and AI-powered personalization.
11:30am - 12:00pm
As payments become increasingly invisible and identity becomes the new currency of trust, retailers face a pivotal question: how do you balance seamless commerce with security, privacy, and consumer confidence? In this fireside chat, Jeff Pomeroy, Payment Services & Crypto at PayPal discusses game-changing new technologies like palm and facial recognition — and the impact that getting identity right can have on merchants' bottom line. He will be joined by a leading brand to explore real-world use cases, emerging risks, and what retailers need to prepare for as the line between "who you are" and "how you pay" continues to blur.
The market has spent years chasing growth at the extremes, trading up with affluent consumers and defending value at the bottom. But in between sits the largest, and most overlooked, opportunity: the middle. An increasingly ‘E’ shaped economy means today’s middle-income consumer isn’t collapsing, they’re cautious, selective and unpredictable. Spending hasn’t disappeared; it’s become harder to unlock. In this session, we’ll unpack how the E‑shaped economy is reshaping demand across categories and channels. Why the middle is becoming more cautious, more deliberate, and harder to influence and where spending is still being released—and the signals that trigger conversion.
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
The way people shop has fundamentally changed, and it's only accelerating. In this fireside chat, Amanda Doerr, VP of Amazon Shopping, and Petra Schindler-Carter, GM of Retail & Consumer Goods at AWS, explore how Amazon pioneered agentic shopping and how those learnings inspired the Agentic Shopping Assistant on AWS. From how AI enters the customer journey to what levels of autonomy and trust take hold, they'll unpack how platforms must evolve to support new models of discovery, evaluation, and transaction, and what it means for retailers' businesses.
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.
2:15pm - 2:45pm
AI Stage by Klaviyo, Expo, Level 1
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.
3:30pm - 4:00pm
AI Stage by Klaviyo, Expo, Level 1
3:45pm - 4:15pm
Javits North, Level 5
Session details are 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.
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
Shopping and checkout are increasingly happening outside retailers’ owned storefronts, across marketplaces, social platforms, delivery apps, AI assistants, and embedded commerce experiences. As the path to purchase becomes more fragmented, maintaining ownership of the customer relationship is becoming more complex. This session will explore how retail leaders can evaluate emerging commerce channels, protect the customer relationship, and stay connected to customers wherever they choose to buy.
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.