{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fremarkable-retail-a0721f60.simplecast.com%2Fepisodes%2Fconcentratio-KpdKh8P6","width":444,"version":"1.0","type":"rich","title":"Retail's Great Concentration, Tapestry's Comeback, and the Dumbest Story of the Year","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/7052712a-5e8d-4859-ad44-dbe25616454f/43263c45-1876-44fc-b76f-023eb8304c2e/chatgpt_image_may_11_2026_090315_pm.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/98b0bdb6-16bf-4eac-a9d4-ee0654a9d159\" height=\"200\" width=\"100%\" title=\"Retail&apos;s Great Concentration, Tapestry&apos;s Comeback, and the Dumbest Story of the Year\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"Amazon, Walmart, and Costco aren't just winning—they're pulling away. In episode 301, Steve Dennis and Michael LeBlanc unpack \"Retail's Great Concentration\": why growth is accruing to a shrinking group of super-scalers, what it means for everyone else, along with the critical difference between buying and shopping. Plus: strong earnings from Tapestry and Warby Parker, the GameStop-eBay bizarro story, Saks Global's restructuring, and what the FIFA World Cup means for retail, dynamic pricing, and possibly world peace."}