The Retail & Consumer Goods Executive Summit

NASDAQ Marketsite, NYC
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The Leading Forum for Retail and Consumer Goods Executives: High-Velocity Growth



8:30 – 8:45

Dr. Barbara Kahn
Patty and Jay H. Baker Professor, Professor of Marketing,Director of the Jay H. Baker Retailing Center
The Wharton School

Mukul Pandya
Executive Director, Editor-in-chief

Host’s Welcoming Remarks & Chair’s Opening Address

8:45 – 9:30
Thought Leaders in Dialogue

David Gilboa
Co-Founder and Co-CEO
Warby Parker

In Conversation With: Dr. Barbara Kahn
Patty and Jay H. Baker Professor, Professor of Marketing,Director of the Jay H. Baker Retailing Center
The Wharton School

“5 Questions” on the Warby Parker Growth Story

In this session, David Gilboa and Barbara Kahn will talk about both the Warby Parker growth story and Barbara Kahn’s research on assortment variety.

Founded by co-CEOs Dave Gilboa and Neil Blumenthal with two classmates during their MBA studies at Wharton, Warby Parker has become one of the most-watched growth companies. Challenging the conventional business model for prescription glasses, Warby Parker revolutionized the industry by offering fashionable glasses at an affordable price and initially selling them exclusively online. An innovator on all aspects of the business, Warby Parker has become known for its customer focus, creative marketing, unique company culture, and social mission of distributing a pair of glasses to someone in need for every pair sold. More recently, Warby Parker has added brick-and-mortar stores to its channel mix. In this session, co-founder and co-CEO Dave Gilboa will talk about Warby Parker’s growth story—and how it disrupted an industry, blended retail, and is leading the way for socially-conscious businesses.

Barbara Kahn will show how a retailer’s assortment strategy can promote growth. She will highlight findings from her research on questions of assortment variety and illustrate various strategies that can promote conversion, purchase quantity, and repeat purchases, both when actual variety is low and when actual variety is overwhelming. A high variety strategy, which is an advantage of online retailing compared to brick-and-mortar stores because of the lack of physical constraint, can lead to growth–provided that the variety doesn’t overwhelm customers. However, too much choice can cause people to delay making a choice, make worse choices, or ironically be less satisfied with the choices they ultimately make, which can affect retailers’ performance. On the other hand, too little perceived variety, which can differ from the actual variety, can lower the purchase quantity. Drawing from her research with Warby Parker, Barbara Kahn will share successful strategies that Warby Parker has used to display its assortment online and to increase conversion rates from its Home Try-On program.

9:30 – 10:10
Consumer in Control: The Explosion of Content, Quantified Self and the Internet of Things

Gregg Clark
Americas Leader for Consumer Products

Doug Straton
North American eCommerce Center of Excellence

Perspectives On Growth Presented by EY

Smart devices and the next-generation integration of digital applications in everything from appliances to automobiles means that consumers are generating and have access to huge amounts of data not just on their environment, but themselves, potentially changing consumption habits.  Consumers will increasingly influence others through these devices, further disrupting an already fragmented purchase decision space.  These topics will be addressed as threats and opportunities, and provide a point of view on addressing them from both a marketing and capabilities perspective.

10:10 – 10:50
Spotlight on Innovation

Moderator: Dr. Raghuram Iyengar
Associate Professor of Marketing
The Wharton School

Mieke van der Loo
Chief Sales Officer
Bugaboo Inc.

Barry Calpino
Vice President, Breakthrough Innovation
Kraft Foods Group

Innovation is not a lucky accident. Successful innovation most often results from a vision and then a disciplined process that sorts through many ideas. From establishing a culture that embeds innovation within the organization to retaining creative talent, innovation outpaces all other forms of growth and expansion. In this session, join a panel of c-suite executives that are responsible for fostering and nurturing the innovation within their companies to learn how these global brand leaders have raised their share in existing markets through innovation.

11:10 – 11:35
Making Business Agility a Key Corporate Attribute

Tariq Farid
Founder and CEO
Edible Arrangements

From Talent Management to Product Innovation

There was a time when economies of scale ruled the roost…when sticking to a core competency was enough to dominate the market. But in the last ten years, a digital disruption has taken place and a key factor to success has become a company’s ability to adapt to market and operational change. Founder of Edible Arrangements,
Tariq Farid, will tell you that spotting and capitalizing on unforeseen opportunities has been one of the keys to his company’s success. When Tariq founded Edible Arrangements he quickly realized that the tools, namely the software, that his company needed to increase efficiency and user ease, did not exist. Rather than work with what he had, he not only created a new program, but he also launched the product into its own successful company. With support along the way from a top-notch management team, not only did the idea of Edible Arrangements work, it has since become one of the most successful and fastest growing franchises in the world and licenses the software it created to thousands of users. Join Mr. Farid as he talks about the company’s journey to become a successful franchise, the development of a spin-off software company, and how he attracted and retained a management team that propelled the success of his business.

11:35 – 12:05
Identifying and Influencing Customers and Gatekeepers in Advance of Your Product Launch

Dr. Keith Kantor
Founder and CEO
Greenbox Foods

Creating a Consumer Eco-System

When Dr. Keith Kantor came up with the idea for Greenbox Foods, a company which aims to create a comprehensive, nutrition-focused platform for improving health, preventing and managing chronic disease, reducing medical costs, he knew the industry had never heard of anything like it. While the idea would eventually revolutionize health care in the US. Dr. Kantor questioned whether there would be a market out there to actually receive his idea. Rather than enter the market with the hope that others would see his vision and believe in his product as he did, Dr. Kantor created a market and primed it for his arrival. Join

Dr. Kantor as he talks about the efforts that went into developing an entire corporation prior to launching his product and creating such clamor for the release, that there was nowhere to go but up.

12:05 – 1:05

1:05 – 1:45
The Finance Team: Strategic Ally for Marketing Impact and Growth

Laxman Narasimhan
Senior Vice President, Chief Financial Officer
PepsiCo Americas Foods

In Conversation With: Dr. Barbara Kahn
Patty and Jay H. Baker Professor, Professor of Marketing,Director of the Jay H. Baker Retailing Center
The Wharton School


Marketing strategies are ultimately geared at improving a company’s top and bottom line. They are investments, and it seems like a win-win for the marketers and the financial experts to team up to design, manage, and modify marketing programs to optimize the performance and health for the company. In this session, Laxman Narasimhan, SVP and Chief Financial Officer of PepsiCo Americas Foods and a Wharton MBA alumnus and board member of the Baker Retailing Center, will explain how he sees the future of finance to support corporate growth—namely by becoming a strategic partner for the marketing, branding, innovation, operations and technology teams.

1:45 – 2:25
How a Multinational Positions Its Supply Chain to Meet Consumer Demands and Maximize Global Efficiencies

Dr. George Calvert
Chief Supply Chain and R&D Officer

In Conversation With: Anca van Assendelft
Worldwide Services Partner Programs – Strategy & Planning
Cisco Systems

How does a company fueled by innovation maximize its responsiveness through the strategic use of assets, localization of materials, and upstream partnerships to drive efficiency and growth across domestic and international markets? In today’s fast moving, consumer based economy, the direct selling leader must constantly
make shifts to the supply chain structure in order to meet customer demands while achieving maximum efficiencies. Hear from Dr. Calvert as he shares his experiences and insights on managing the interoperability between formulation, design, engineering, process development, package development, regulatory compliance,
safety and quality assurance to not only support an organization’s growth strategy, but to lead it.

2:45 – 3:05
From Clicks to Bricks: Creating the Ultimate Bespoke Online Experience

Roland LaPlante
Senior Vice President, Chief Marketing Officer

In 2013, it was projected that consumers would have shopped more online than in-store first the time ever. With trillions of US consumer spending alone at stake, the domain experience, the gateway to the internet, can be the first – and last – opportunity a brand has to connect with their customer. How can today’s brands take advantage of the greatest liberalization of the internet since it’s inception and capitalize on a radically changing internet landscape?


Gone are the days where your brand will be limited to operating as just Thousands of new domains are about to come online such as .Google, .Shop, .Apple, .Music, .Store, .Fashion, .Target, .Virgin that can provide today’s savvy brand with limitless potential to target customers based on a variety of factors such as interest, demographic, hobby, passion, geography and product.

How could your brand’s high-velocity growth strategy be amplified by an influx of dozens or even hundreds of new domains that can provide greater customization, analytics and engagement with the consumer than ever before?

3:05 – 3:45
From Drag Pipes To Denim

Greg Heichelbech
Triumph Motorcycles America

In Conversation With: Mukul Pandya
Executive Director, Editor-in-chief

Leading Triumph to Triumph

Some 50 years ago, Triumph motorcycles were synonymous with speed–and style. Racers set new speed records year after year on these vehicles, and actors such as Steve McQueen and Marlon Brando rode Triumph bikes in films like The Great Escape and The Wild One. In the 1970s, though, less expensive Japanese motor cycles overtook Triumph and the company fell upon hard times. After Triumph declared bankruptcy in 1983, real estate mogul John Bloor bought the brand name and manufacturing rights to revive the company. Still, Triumph struggled mightily to rebuild its brand, especially in the U.S. When the financial crisis struck in 2008, Triumph was losing millions of dollars a year. That situation has changed in recent years, after Triumph recruited Greg Heichelbech as the CEO of its U.S. operations in 2010. Heichelbech joined Triumph at a time when the company
was not just losing money, but it also lacked direction, had a weak dealer network, a dysfunctional corporate culture and hardly any infrastructure. In three years, Heichelbech and his team have turned Triumph around. Total revenues have tripled and related businesses such as clothing and parts have seen even more aggressive
growth. In this session, Heichelbech explains how he drove Triumph to triumph.

3:45 – 4:25
Using Mobile, eCommerce and the In-Store Environment to Deliver a Seamless Consumer Experience to Drive Greater Revenue and Loyalty

Abnesh Raina

Michael Jones
SVP - Strategic Partnerships
Former Senior Vice President, Global Information Technology
The Gap

Omni-Channel Retailing

4:25 – 5:05
Closing Discussion

Carlos Alberini
Chairman & CEO
Lucky Brand

In Conversation With: Denise Dahlhoff
Research Director
Jay H. Baker Retailing Center, The Wharton School

Disruption, Growth and Innovation from an Executive's Perspective

Disruption comes in many forms; from the products you sell to the type of store you sell them in and everything in between. From shifting away from malls and occupying architecturally dramatic design galleries to developing products that align with unique buyer interests such as the outdoors and “small spaces”, RH has redefined the luxury customer “go to market strategy” through innovative product design, marketing and differentiation.

5:05 – 5:15
Closing Remarks

Evening Reception at NASDAQ MarketSite

Continue the conversations and networking from day one during the evening reception that will take place at MarketSite, the state-of-the-art home of NASDAQ’s digital broadcast studio that transmits approximately 100 live market updates by a host of networks including CNBC, Fox Business Network, Reuters, NDTV Profit, CNN Money, Yahoo Finance, Alhurra, CNN en Espanol and other financial networks to reach millions of viewers around the world with up-to-the-second market news.

7:30 – 8:30

8:30 – 8:45
Chair’s Recap of Day 1 and Overview of Day 2

Dr. Barbara Kahn
Patty and Jay H. Baker Professor, Professor of Marketing,Director of the Jay H. Baker Retailing Center
The Wharton School

8:45 – 9:25
Maximizing the Economic Value of Inventory to Drive Consumer Loyalty and Growth

Jason Scheffer
Vice President of Inventory and Transportation
Vitamin Shoppe

In Conversation With:Kevin Stadler
President and Chief Executive Officer
4R Systems

Boosting the Profit Equation

Retail executives spend a lot of energy determining how much inventory to purchase and place inside each store. They also spend a lot of energy forecasting orders and working with outside suppliers to maintain targeted inventory levels. Vitamin Shoppe created an inside/outside inventory strategy that centralizes inventory in an omnichannel environment, maintains targeted inventory models for each SKU, and automates ordering. The result has been improved fill rates, higher profit margins and shorter lead times.

9:25 – 9:45
Incorporating Your Brand’s Social Responsibility Into a Successful Customer Engagement and Loyalty Strategy

Sangita Forth
VP of Brand
Plum Organics

Doing Well by Doing Good

Since its founding in 2007, the core of Plum Organics mission has been to have a positive social and environmental impact on the world. An industry leader and eco-advocate, the company continues to challenge itself to reduce its carbon footprint, increase sustainability and promote the organic industry, all while raising awareness about child hunger and malnutrition in the U.S. By putting this message at the forefront of its marketing campaign, Plum Organics has built an unprecedented base of loyal and engaged customers. In an industry where the average customer engagement rate is 1%, Plum Organics comes in at an astounding 66.7% across all its social media platforms. Attracting new and modern parents who are digitally savvy and want to participate in the social discussion, Plum Organics is blazing a path with the new kind of consumer. In this session, join Sangita Forth, the Vice President of Brand at Plum, as she shares her insights on how Plum Organics has built its mission into its marketing message and built a company philosophy that drives its growth.

9:45 – 10:25
Transforming the Customer Experience: From a Drugstore to a Destination

Jeffrey Koziel
Vice President, Operations and Community Management
Walgreen Co.

Dr. Patti Williams
Ira A. Lipman Associate Professor Marketing
The Wharton School

A few years ago, the Walgreen Company and its Duane Reade chain set out to reinvent their stores and in the process revolutionized the traditional drugstore of the last few decades. Taking a customer-centric approach, Duane Reade remodeled its stores and transformed store visits into an experience. In this session, Jeffrey Koziel will illustrate the store transformation and explain how Duane Reade engaged employees to deliver the new, elevated in-store experience.

10:25 – 10:40
Morning Coffee Break

10:40 – 11:10
To grow sales, treat your store associates as an asset to be maximized, not an expense to be minimized

Dr. Marshall L. Fisher
UPS Professor, Professor of Operations and Information Management
The Wharton School

Wharton Faculty Spotlight

Too often, retailers focus on their employees as an expense, a cost to be minimized. However, when they view their workforce as a key asset they can get both the cost savings and sales increases that will drive growth. In this session, Dr. Fisher will discuss his latest research on the impact that the correct allocation of labor has on sales growth, including findings that each additional dollar spent on labor can lead to sales increases of $4-28. He will also discuss another study showing the huge impact that training can have on store associate sales productivity.

11:10 – 11:35
Creating and Sustaining One of the Most Widely Recognized Consumer Brands with Moms, Teens and Celebrities

Janki Gambhir
Global Brand Marketing Director
Newell Rubbermaid

Making a Mark(er)

As the original and iconic marker, Sharpie products have developed a near cult following among consumers. Seen in the hands of everyone from athletes signing autographs to mom’s labeling their kids underwear for camp, Sharpie had long been a household name before it mastered the social media space. In recent years, the brand has driven their social media presence to engage young consumers, promote self-expression and developed a strong online following of consumers ages 13-24 on Facebook, Instagram and Twitter…all through organic growth and almost no integration with their website. So how do you take a product that’s been around for decades and turn it into more than “just a marker”? Join Victor Misawa, Vice President of the Creative Brands for Newell Rubbermaid, as he discusses the tips, tools and strategies Sharpie employed to create buzz
and become America’s favorite writing brand.

11:35 – 12:05
Discovery-Driven Growth: A Breakthrough Process to Reduce Risk and Seize Opportunity

Dr. Ian MacMillan
The Dhirubhai Ambani Professor of Innovation and Entrepreneurship Director
Sol C. Snider Entrepreneurial Research Center
The Wharton School


In the session on Discovery Driven Growth,  Ian MacMillan recommends a comprehensive strategy that lets you identify, manage, and leverage your company’s full portfolio of opportunities – while reducing up-front costs and eliminating unnecessary risks. You’ll see how innovation can be a predictable, manageable, and disciplined process. And you’ll not only avoid missteps, you’ll be able to explore many more options for the truly dynamic growth that’s required for success in the future.

12:05 – 1:05

1:05 – 1:45
The Alice + Olivia Growth Story: From the Perfect Pair of Pants to a Global Lifestyle Brand

Stacey Bendet
Founder, CEO, and Designer
Alice + Olivia

In Conversation With: Dr. Barbara Kahn
Patty and Jay H. Baker Professor, Professor of Marketing,Director of the Jay H. Baker Retailing Center
The Wharton School

“5 Questions” on The Alice + Olivia Story

Launched in 2002, alice + olivia by Stacey Bendet is a brand that allows customers to express their personal style. With clothing that juxtaposes the whimsical and flirty with the sexy and sophisticated, a+o epitomizes the personality and perspective of its founder, Stacey Bendet. The brand was born from Stacey’s personal quest to create the perfect pair of pants, and has since grown into a full lifestyle collection including ready-to-wear, gowns, shoes, tech accessories and a newly launched collection of handbags. The brand is a Hollywood favorite with celebrity fans including Gwyneth Paltrow, Katy Perry, Drew Barrymore and Solange Knowles. In this session, founder, CEO and designer Stacey Bendet will share how alice + olivia by Stacey Bendet has grown into a global lifestyle brand available in free-standing boutiques, select department and specialty stores around the world, as well as online.

1:45 – 2:25
The Small Cap Perspective

Raegan Moya-Jones
Co-Founder, CEO
Aden & Anais

Kara Goldin
Founder & CEO
hint inc.

Moderated by:
Ben Greenzweig
Principal, Co-CEO

Small Business, Big Growth

Growth comes in all shapes and sizes and perhaps no environment is more conducive to innovation and market disruption than a small cap business. Often just a few years removed from launch, these businesses push every limit, expand relentlessly, succeed and fail at record pace and often have the potential to re-set their industry
standard several times over. This session will feature executives from small-cap organizations that have experienced fast growth that often exceeded triple digits. They will share their insights on how they grew, where they continue to find growth, what challenges they experienced and continue to experience and how they are setting
the stage for greater achievement in the years ahead.

2:25 – 2:45
To IPO or Not to IPO

Bob McCooey
Senior Vice President

Featured Presentation

Taking a company public is a major undertaking. A successful initial public offering allows a company to raise funds from the public equity markets, generally considered to be the deepest source of funding. The event is a source of pride, an opportunity for business growth and a serious legal responsibility. While going public offers many advantages, there are considerations that a company should review, including additional costs, key compliance requirements, loss of privacy and control and public shareholder scrutiny. Once a company determines that it stands to benefit from the advantages enjoyed by public companies, it is critical to determine whether it is capable or mature enough to complete an initial public offering. This session will discuss the advantages and disadvantages of becoming publicly traded company.

2:45 – 3:30
Preparing Your Business for the Future: Leveraging the NRF's Latest Consumer Insights & Learning from Successful Innovators

Dave Finnegan
Chief Information and Interactive Officer
Build-A-Bear Workshop

Lori Twomey
Chief Merchant

Vicki Cantrell
Senior Vice President Communities and Executive Director at National Retail Federation

Moderated By:
Dr. Patti Williams
Ira A. Lipman Associate Professor Marketing
The Wharton School

Closing Panel

The retail industry is in the midst of a consumer revolution. The virtual and physical worlds have collided and are fundamentally changing consumers’ purchasing behaviors. Consumers are seeking an integrated shopping experience across all channels, and expect retailers to deliver, if not exceed their expectations. The resulting challenges and opportunities are significant, and organizations with the foresight, strategic vision and agility to successfully navigate this complex and rapidly evolving landscape can thrive. This session will feature first-hand insights on consumer and industry trends based on research by the National Retail Federation (NRF) and, and showcase successful retail companies who will share how they have created innovative, growing businesses based on the changing consumer behavior.

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