Bath and Body Works used to own the mall fragrance space. Now traffic is shrinking, margins are squeezed and a new CEO is blaming the old playbook.

In this episode, we break down what went wrong and whether the turnaround plan has a real shot.

We cover:

• How chasing “adjacent” categories like shampoo and laundry backfired
• Why discounting destroys price integrity in a brand-led business
• The missed opportunity in e-commerce and Amazon resellers
• What Bath and Body Works can learn from Walmart, Target and TJX
• How to think about profit from the core in your own business

If you want to sharpen your operator brain and see how a real consumer brand tries to pull out of a stall, this one is for you.

Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025

Chapters:

• 00:30 Introduction to Bath and Body Worksv
• 06:37 Analyzing Bath and Body Works' Strategy
• 11:40 Challenges in Product Expansion
• 17:32 E-commerce Strategy and Customer Engagement
• 27:34 Future Outlook

Learn more about Executive Presentation and Storytelling Training with Management Consulted

More Market Outsiders:

• Connect with Namaan and Jenny Rae on LinkedIn
• Follow Management Consulted on LinkedIn and subscribe on YouTube

Panera used to dominate fast casual. Now traffic is falling and leadership is scrambling to turn it around.

In this episode, we unpack:

• How cost cutting changed salads, sides, and the in-store experience
• Why menu complexity and pricing confuse customers
• The barbell strategy Panera is betting on for its comeback
• What we’d do differently on pricing, testing, and customer research

A practical breakdown of what happens when spreadsheets win over the customer experience.

Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025

Episode Links

• Panera lost diners by cutting portions and staff. It’s reversing course to win them back (CNBC)
• Jewelry business that implemented updated pricing strategy

Chapters

• 03:16 Personal Experiences with Panera
• 06:11 Panera's Business Challenges
• 08:50 Consumer Trends and Market Forces
• 11:46 Menu Complexity and Customer Experience
• 14:48 Cost-Cutting Measures and Their Impact
• 18:38 The Role of Younger Consumers
• 21:28 Panera's Turnaround Strategy
• 24:05 Operational Challenges and Brand Management
• 27:00 Pricing Strategies and Customer Perception
• 29:56 Lessons from Other Brands
• 32:52 Thoughts on Panera's Future
• 37:13 The Barbell Pricing Strategy
• 37:55 Consumer Sentiment and Market Positioning

Learn more about Executive Presentation and Storytelling Training with Management Consulted

Listen on: Apple Podcasts Spotify

More Market Outsiders:

• Connect with Namaan and Jenny Rae on LinkedIn
• Follow Management Consulted on LinkedIn and subscribe on YouTube

The U.S. stops minting new pennies. Cost savings help, but do second-order effects matter more?

We dig into:

• Why it cost ~4¢ to make 1¢
• $56M savings vs real economic impact
• Rounding rules, cash users, and pricing behavior
• Card mix, tipping culture, and “two-way door” policy

A quick, practical look at what this means for consumers and businesses.

Partner Links:

• Learn more about NordStellar's Threat Exposure Management Program; unlock 20% off with code BLACKFRIDAY20 until Dec. 10, 2025

Chapters:

• 00:31 The End of Penny Minting
• 03:16 Economic Implications of Removing Pennies
• 05:57 Nostalgia and Cultural Impact of the Penny
• 08:30 Regulatory Challenges and Business Adaptation
• 11:36 The Future of Currency and Transaction Trends
• 14:06 Critical Thinking in Business Decisions

More Market Outsiders:

• Connect with Namaan and Jenny Rae on LinkedIn
• Follow Management Consulted on LinkedIn and subscribe on YouTube