Future Commerce

In their ninth year of annual predictions, Philip and Brian revisit bold calls made in late 2024 that proved remarkably prescient. From mega-brand consolidation and Costco's international dominance to Google's stunning comeback and the rise of Anthropic, they dissect what they got right (most of it), what they got wrong (GameStop stands stubborn), and why being months ahead of conversations about tariffs, de minimis rules, and AI supremacy matters. It is no surprise that culture drove commerce’s biggest shifts.Costco Reigns Supreme, Again2025 Outcomes & Highlights:Mega-brand M&A dominated 2025 as regulatory shifts enabled massive retail restructuring (+10 pts to Phillip!)Costco expanded internationally while battling Trump administration on tariffs and DEI (+10 pts to Brian!)China-direct retail faced existential crisis as de minimis loophole closed (+10 pts to Brian!)Creator-led brand exits to holdcos marked parasocial commerce era (+10 pts to Phillip!)Gamestop survived (-10 pts to Phillip!)Google executed the comeback of the decade with Gemini's ascent (+10 pts to Brian!)Associated Links:LORE - Future Commerce's 280-page book on brand worldbuildingCheck out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In an era where consumers gather inspiration everywhere else, branded eCommerce sites face an existential crisis: prove your utility or become irrelevant. This episode examines how consumer expectations have shifted toward "get me what I want, when and how I want it," with 58% finding returns the most frustrating aspect of online shopping. We dissect why guest checkout remains a universal pain point and how brands can differentiate through seamless utility rather than flashy features.The Foundational Basis Matters MostKey takeaways:eCommerce sites have evolved from discovery engines to confirmation engines—customers arrive with pre-baked decisions seeking reassurance, not persuasion.Speed, clarity, and consistency are the new table stakes. Flashy features mean nothing if your site is slow, your checkout is clunky, or your shipping policy is unclear.Personalization should be engagement-based, not identity-based. Customers want relevance without creepiness—focus on their behavior in the moment, not invasive tracking.AI is an enabler, not the answer. Use it to understand cross-platform touchpoints and customer frustrations, not as a magic bullet for conversion. [00:04:06] "By the time they land on your site, they have pretty much created an idea of who you are, of what you offer, of what your product is. It's more on the choice confirmation bias...they don't want to be challenged. They just want to be reassured that they made the right decision." – Felipe Pose[00:14:00] "The role of the website has become more about clarity and reassurance, and not about communicating everything that you are, everything that you do, everything that you provide." – Felipe Pose[00:20:33] "I think that is one of the most powerful insights that we have gathered from many reports...they don't want to be really over targeted. They don't want identity based personalization. It's more based on what I want in this moment. What do I need from you? It's personalization based on engagement." – Felipe Pose[00:29:11] "If you are playing like a Jenga game...if you don't have a really strong foundation, if you don't have a site that is working correctly, a site that has some really slow pages, you have an unclear shipping policy...those are the things that will end up moving the needle the more." – Felipe Pose[00:32:46] "It's all about being prepared for the future and really understanding. Do I have everything I need today to be prepared for that? Because if you are on a really slow platform, something that is not scalable, you will not have a good experience today, even more so in 2026." – Felipe PoseAssociated Links:Check out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As retail sheds its four walls, technology must follow. Jason James (CIO, Aptos) and Nikki Baird (VP of Strategy & Product, Aptos) join us to explore how brands like New Balance deploy 90+ registers at the NYC Marathon—then dismantle them just as quickly. The conversation reveals how point-of-sale systems built on next-generation databases enable everything from parking lot pop-ups to van-based fitting experiences, all while maintaining enterprise-grade security in environments where network connectivity is more hope than guarantee.Set Your Associates FreeKey takeaways:New Balance transforms NYC Marathon into 100-store chain for one weekendOffline capability: transactions continue when networks fail, sync when connectivity returnsIn-person acquisition yields stickier customers with higher lifetime valueRetail ranks third most-attacked sector; mobile commerce increases threat surfaceStore associates need intuitive systems for high-pressure, temporary deployments"If they're able to pull this off in the middle of a parking lot, I'm probably a hell of a lot more likely to go in the store next time." – Jason James on how ephemeral retail builds store trust"A customer acquired through an in-person, in real life experience is stickier, has longer lifetime value, is ultimately more loyal than a customer that's acquired online." – Nikki Baird on the power of physical engagement"God forbid a retailer gets hit back at headquarters with ransomware and it takes down their core network. We can still transact." – Jason James on offline resilience"It's not just you put products on racks or on shelves and you wait for people to walk in the door. Events are coming into stores too." – Nikki Baird on stores as experience hubsAssociated Links:Learn about AptosCheck out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mani Fazeli, VP of Product at Shopify, joins the show to explore how agentic commerce is fundamentally transforming retail. From Sidekick's co-founder capabilities to Sim Gym's buyer simulations, Shopify is democratizing enterprise-level AI tools for merchants of all sizes. The conversation reveals why friction isn't always the enemy, how discovery is evolving beyond blue links, and why structured data is the new SEO.The Irreducible Human Meets Humanlike IntelligenceKey takeaways:Discovery has evolved from a one-shot search to multi-turn conversationsFriction has value: Some purchases deserve complexity, others need speedStructured data becomes critical for agentic commerce success[00:32:56] "Let's make special what's actually worth being special. And then let's be okay with the fact that the rest of it gets streamlined."[00:49:57] "Structured data becomes the new SEO. Every brand is going to have to worry about whether they have clean, well-structured, and well-understandable schemas."[00:04:20] "Utility above being flashy. Go right for the heart of what makes a difference in the merchant's life every single day."[00:33:39] "Until these systems become emotion aware, it's highly unlikely that they are completely eradicating the entire idea of manual human intervention in commerce."In-Show Mentions:Shopify Winter '26 EditionsAssociated Links:Check out Future Commerce on YouTubeCheck out Future Commerce Plus for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A quarter of Gen Z and Millennial consumers now trust AI recommendations more than human ones, marking the arrival of retail's first post-human interface. Sharon Gee, SVP of Product at Commerce, joins us to explore the paradox of digital intimacy: why consumers will bare their souls to ChatGPT about shopping needs yet abandon carts when brands ask them to create accounts, how LLMs are becoming intimate commerce companions, and what this means for the collapse of traditional commerce funnels and brand discovery in an AI-mediated world.The New Game Is Intelligibility Key takeaways:27% of millennials trust AI recommendations more than humans, yet abandon carts when forced to create accounts: the trust paradox.Merchants must shift from channel management to model management: optimizing for how AI interprets your brand, not controlling distribution.Answer engine optimization isn't gaming algorithms. It's ensuring your brand shows up with authority when AI agents search on behalf of consumers.Three-party commerce is here: consumer, brand, and AI intermediary. The customer is the channel, and data is the new storefront.[00:01:42] "Our customers are having to shift their mindset from channel management to model management... The old game was distribution. The new game is intelligibility. And brands that win are gonna be the ones that understand the model and understand how they can adapt their message to the new modes of interacting with consumers." – Lindsay Trinkle[00:41:02] "Customers are the channel and the data is the storefront. And so what we need to be able to do is make sure that we understand at each interaction point when you show up with your brand. How is your data representing you?" – Sharon GeeAssociated Links:New Modes Research: How AI is Shaping New Commerce Contexts and ExpectationsLearn more about CommerceCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.