Agenda

Session details are to come.

Session details are to come.

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.

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.

Session details are to come.

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.

Zara needs little introduction. Over five decades, the brand has continuously evolved its products, stores and digital experiences while staying true to what has always been at the heart of its business model: listening to customers, being responsive and adapting to their needs. Today, the Zara brand reaches customers around the world by drawing them in with thoughtfully crafted fashions reflective of their unique styles and aspirations.

Zara is the foundation and driving force behind Inditex, but the Group is also home to Pull&Bear, Massimo Dutti, Bershka, Stradivarius, Oysho, Lefties and Zara Home. Each brand has its own distinct identity and customer but shares in the same customer first approach to doing business.

In this Main Stage conversation, Inditex CEO Óscar García Maceiras will share the Group’s path forward, guided by the principles at the heart of its model and by its commitments to brand and design bringing together the beauty of fashion to millions of people around the world through creativity, quality products and adaptability. 

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.

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.