In this episode of Future Commerce, Phillip and Brian present their predictions for 2026, focusing on retail, brands, media, and technology. Guided by the overarching themes of autonomy and sovereignty, they foresee Walmart as a major retail winner due to its growing role in healthcare, while Target and Family Dollar may struggle. They anticipate the rise of science-forward wellness brands and the decline of brands reliant on borrowed authority. Prediction markets are expected to become a significant media force, while HBO faces an uncertain future. Waymo and Microsoft are tipped as tech winners, while OpenAI and Salesforce could face challenges. The discussion also touches on the increasing importance of craft and authenticity, the potential for an economic correction, and the evolving landscape of modern work. The episode concludes with reflections on the vibes of 2026, characterized by empowered uncertainty and the shaping of individual realities.
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