Agenda

Session details are to come.

Session details are to come.

In this fireside chat, Anna Marrs, Group President, Global Merchant & Network Services at American Express, will share perspective on the forces shaping today’s retail landscape. Drawing on American Express’ unique view of both consumer and retail trends, Anna will discuss spending patterns and priorities for today’s consumer and how retailers can prepare for the new technologies that are transforming how people search for, compare and choose products. The conversation will explore what agentic commerce means for retailers, as the biggest shift to shopping and purchasing since the rise of e-commerce.

Session details are to come.

Session details are to come.

As retailers navigate a complex and fast-evolving landscape, Target is putting a fresh strategy behind one of the industry's most distinctive brands. Throughout his first year as CEO, Michael Fiddelke has focused the company on a clear set of choices – leading with merchandising authority, elevating the guest experience, accelerating technology and strengthening team and community – designed to meet the needs of busy families and drive growth over time. Michael will join CNBC’s Sara Eisen for a conversation about what those choices look like in practice and where Target sees the greatest opportunities to create a more relevant and delightful guest experience. The discussion will offer a window into how one of retail’s largest players is approaching many of the questions facing the industry today and what it will take to turn strategy into sustained growth.

Session details are to come.

For more than three decades, Jay Schottenstein has drivenhelped shape the evolution of American Eagle Outfitters, Inc. (AEO) from a single-brand retailer into a multi-brand, global powerhouse. As Executive Chairman of the Board and CEO and NRF’s 2027 Visionary Award recipient, Jay’s has built a legacy is defined by bold brand-building, disciplined execution and a sharp n acute focus on long-term profitable growth. Under his leadership, AEO launched industrycategory-defining brandsbusinesses likeincluding Aerie and OFFLINE, and , scaledtransformed American Eagle’sits denim franchise into a multibillion-dollar business, expanded into new brands and growth vehicles, and while consistently creating authentic connections with each new  strengthened its connections with the next generation of consumers.

In this Main Stage conversation with NRF president and CEO, Matt Shay, Jay will reflect on histhe leadership principles, growth strategies and customer-first mindset that continue to have fueled AEO’s success through changing retail cycles. From brand relevance and marketing innovation to operational agility and shareholder value creation, hear how one of retail’s most influential leaders continues to fast- forward his business—, and the timelesswhat lessons every retailer can leverage to build an enduring enterprise.arn about building enduring enterprises in a rapidly evolving industry.

Session details are to come.

Under Libby Wadle’s leadership, J.Crew Group is building on the heritage of some of American retail’s most recognizable brands while positioning them for their next chapter of growth.The conversation will also explore how heritage can serve as a source of inspiration rather than constraint, how Wadle approaches long-term growth across product, technology and customer experience, and the leadership principles that have shaped her career and the next chapter of J.Crew Group. Recent investments in brand leadership and digital capabilities reflect a broader focus on building a portfolio positioned for long-term growth across J.Crew, Madewell and J.Crew Factory. In this Main Stage conversation, Wadle will share how she balances what makes an iconic brand special with the need to continually evolve its product, talent, technology and customer experience – and how she thinks about building brands that can remain relevant for generations to come.

Session details are to come.

What happens when you stop thinking about retail as stores, websites or marketplaces – and start with the consumer and work backward? That is what Marc Lore is building with Wonder. Leveraging his experience disrupting e-commerce at Jet.com and Walmart, Marc is creating a new kind of consumer platform to make great food more accessible. From recipe development to kitchen robotics and autonomous drone delivery, Wonder owns mealtime from end to end, bringing a level of consistency, quality and speed to new geographies and at price points unattainable by traditional restaurants and delivery platforms. On the Main Stage, Lore will share what he sees coming next, and why the biggest retail opportunities may belong to companies willing to rethink the entire consumer journey.

Geoffroy van Raemdonck has spent his career transforming luxury businesses, and now he is leading one of the industry’s most consequential reinventions. As CEO of Exemplar Luxury Group (ELG), the luxury collective comprising Neiman Marcus, Saks Fifth Avenue and Bergdorf Goodman, Geoffroy is doubling down on his belief that the future of luxury retail will be defined not by the products sold, but by the strength of relationships and the quality of experiences. This discussion will explore how, with data-rich insights and technology to enhance the power of human-touch, ELG is able to deliver a personalized journey and exceptional service at scale. As the company looks to the future, it is building on the collective strength of ELG, while preserving the heritage and distinctiveness of each of its iconic banners. Learn how ELG is working to realize its full potential with a stronger and more stable financial foundation, unlocking the power of its footprint, relationships, people and capabilities to drive profitable and sustainable growth. Hear how, in doing so, the company is building a more resilient business model, designed to create lasting value for its owners, customers, brand partners and the broader luxury ecosystem.