From Margins to Market Share: A 2025 Retail Deep Dive with BMO Managing Director Simeon Siegel

In our latest episode of Omni Talk's Investor Perspectives on Retail and the Consumer, Chris Walton and Anne Mezzenga interview Simeon Siegel, Managing Director at BMO Capital Markets, to discuss the key trends and challenges facing retail and e-commerce as we approach 2025. They dive into topics such as market share, DTC strategy, and the importance of maintaining brand equity. Key Moments: 1:00 - Simeon Siegel’s background and role in retail analysis 8:50 - 2024 market trends and what’s ahead for 2025 15:50 - How brands like Victoria’s Secret and Under Armour are evolving 27:20 - Why direct-to-consumer is not a one-size-fits-all strategy 40:00 - Final thoughts on retail innovation and investment strategy #retailtrends #dtc #businessinsights #podcast #ecommerce #marketanalysis Music by hooksounds.com