31 May 2025
37m

Nike's Amazon return, E.l.f's big Rhode bet, and debunking recession indicators

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The Modern Retail Podcast

In this episode of The Modern Retail Podcast, Gabi Barkho and Melissa Daniels discuss Nike's return to Amazon and subsequent price increases, impacting third-party sellers and consumer demand. They also delve into e.l.f. Beauty's price adjustments alongside its acquisition of Rhode, examining the brand's strategy to cater to diverse market segments. The feature segment debunks common recession indicators like the Lipstick Index and Men's Underwear Index, proposing alternative informal indicators such as fast-food combos, happy hour specials, and the "grow your own" movement, while emphasizing the evolving nature of consumer behavior and marketing tactics in economic analysis.

Outlines

Part 1: Nike's Amazon Return & Pricing

Part 2: e.l.f. Beauty's Strategy

Part 3: Recession Indicators - Debunking

Part 4: Recession Indicators - Informal

Part 5: Closing

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