Holiday Truths, AI Myths, and the Canadian Consumer — Caila Schwartz, Director of Consumer Insigh... скачать в хорошем качестве

Holiday Truths, AI Myths, and the Canadian Consumer — Caila Schwartz, Director of Consumer Insigh...

Live from NRF, The Voice of Retail welcomes Caila Schwartz, Director of Consumer Insights and Strategy at Salesforce, for a data-driven conversation on what truly shaped Holiday 2025—and what retailers must prepare for next. Salesforce sits at the center of global commerce, analyzing transactions from more than 1.5 billion consumers across digital and physical retail. That scale gives Caila a rare, real-time view into how shoppers actually behave, not just how they say they behave. In this episode, she shares clear, actionable insights into Black Friday, Cyber Monday, and the evolving dynamics of the holiday shopping season. One of the biggest surprises was Canada’s performance. Canadian e-commerce sales grew roughly 11 percent year over year, significantly outpacing the U.S. market. However, that growth was driven by value-seeking behaviour rather than higher prices. Canadian shoppers leaned heavily into promotions and buy-now-pay-later tools, while average selling prices declined—signaling ongoing cost sensitivity despite strong demand. Retailers responded by delivering deeper discounts, particularly late in the promotional cycle. Caila explains how Cyber Monday has evolved from an e-commerce invention into a powerful psychological deadline. Salesforce data shows the final hours of Cyber Monday generate some of the highest shopping activity of the entire season. Even more telling, retailers extended aggressive promotions into the Tuesday after Cyber Monday, reflecting a more flexible, demand-responsive pricing strategy amid macroeconomic uncertainty. The episode also explores the resurgence of buy-online-pick-up-in-store. In the final days before Christmas, more than a third of online orders were fulfilled through BOPIS, highlighting how tightly integrated digital and physical retail have become. Finally, the conversation turns to artificial intelligence and agentic commerce. Caila outlines why 2025 was largely about AI-driven efficiency, while 2026 will be defined by AI-led customer experience. Retailers that launched branded shopper agents saw materially stronger growth, reinforcing the importance of “owning the conversation” rather than relying solely on third-party platforms. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur.  He has been on the front lines of retail industry change for his entire career.  Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada’s Retail Marketing conference with leaders from Walmart & Google.  He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice. Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax. Rethink Retail has recognized Michael as one of the top global retail experts for the fifth year in a row, the National Retail Federation has designated Michael as on their Top Retail Voices for 2025, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer.  If you are a BBQ fan, you can tune into Michael’s cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok. Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.