Sr Equity Research Analyst
Bloomberg Intelligence
Poonam Goyal is Global Retail Sector Head and Senior Equity Analyst for US E-Commerce and Retail at Bloomberg Intelligence. With more than two decades of equity research experience, she covers major retailers including Amazon, Walmart, Target, Wayfair, eBay, Etsy, Nike, Adidas and Lululemon. Poonam is a frequent guest on global television and radio, where she discusses industry trends and shares insights from her research. She began her career at Goldman Sachs, spending five years in the Investment Research Group.
Sunday Jan 10
11:30am - 12:00pm
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.
