March 2026 · updated monthly

President × Direct to Consumer: How the Conversation Is Moving

Topic sentiment, reach, and momentum for Midsize Direct to Consumer Presidents, measured from real executive-interview podcasts. Biggest recent move: Innovation (+2.9 vs. quarter ago).

How we build the index

Topic Indexes — Executive Leadership × Modern Commerce

262 episodes in the trailing window

50 = neutral baseline. Scores above 50 read net-optimistic, below 50 net-pessimistic; reach amplifies the swing. Thin segments roll up to their parent group — this view shows Executive Leadership × Modern Commerce.

In their own words — Executive Leadership × Modern Commerce

Representative takes behind each index, drawn verbatim from executive interviews.

What do Executive Leadership × Modern Commerce leaders say about the future in September 2026?

Across 262 executive interviews, Future Outlook sentiment reads 87.0/100 — net-optimistic, up 2.5 vs. quarter ago. Here's the range of what they're actually saying:

  • BullishMichelle describes feeling fortunate, savoring her exit, and excitedly exploring new ventures like teaching, mentoring, and her Quince Hill platform.

    How I Built ThisAdvice Line with Michelle Wahler of Beyond Yoga · Sep 2026

  • MixedChris describes ongoing struggles (tariffs, cash issues) but also new growth avenues (wholesale, department stores) — a mixed but resilient outlook ('we are fighting through it').

    How I Built ThisAdvice Line with Chris Riccobono of UNTUCKit · Jul 2026

What do Executive Leadership × Modern Commerce leaders say about the economy in September 2026?

Across 262 executive interviews, Economy sentiment reads 44.9/100 — net-cautious, down 0.9 vs. quarter ago. Here's the range of what they're actually saying:

  • BullishReferences potential Fed rate cuts, capital markets having "warmed" on the asset class, and a "resilient 2026 outlook" for the economy, though tempered by historical mentions of past downturns like the S&L crisis.

    The TreppWire Podcast: A Commercial Real Estate Show372. Carmen Spinoso on Leasing, Experiential Retail, & Why Enclosed Malls Still Matter | Spinoso Real Estate Group · Jan 2026

  • MixedAcknowledges 'so much more competition today' and rising costs (e.g., air shipping) but frames it pragmatically as something managed through community/data-sharing rather than expressing clear pessimism or optimism.

    How I Built ThisThrive Causemetics: Karissa Bodnar. How a Beauty Business Made Millions for a Mission · Sep 2026

  • SkepticalMacro backdrop is repeatedly framed negatively (1970s stagflation, 18-20% interest rates 'brutal for America,' and foreshadowing of the housing bubble/financial crisis), though it's historical rather than present-day commentary.

    AcquiredHome Depot · Sep 2026

What do Executive Leadership × Modern Commerce leaders say about their industry in September 2026?

Across 262 executive interviews, Industry Forecast sentiment reads 68.3/100 — net-optimistic, down 0.7 vs. quarter ago. Here's the range of what they're actually saying:

  • BullishShe frames the current moment as a rare inflection point for retail/omnichannel operations to redesign processes with AI, saying 'there's never been a better time' and describing AI as transformative for the sector.

    The Data ChiefAI Literacy Starts in the C-Suite · Sep 2026

  • MixedMixed signals: PepsiCo's $2B Poppy acquisition is framed as a positive industry signal for Olipop, but Ben and Guy both repeatedly call snacks/soda 'a really tough space' and note switching behavior is hard for competitors like Guylish.

    How I Built ThisAdvice Line with Ben Goodwin of Olipop · Sep 2026

  • SkepticalKip sees retail's personalized-service model 'going away' due to online/AI-driven frictionless shopping, calling the shift toward retail decline in that regard concerning, though he holds hope niche service-focused retailers could thrive.

    How I Built ThisAdvice Line with Kip Tindell of The Container Store · Sep 2026

What do Executive Leadership × Modern Commerce leaders say about AI in September 2026?

Across 262 executive interviews, AI sentiment reads 63.9/100 — net-optimistic, down 0.8 vs. quarter ago. Here's the range of what they're actually saying:

  • BullishConsistently enthusiastic about AI as an 'accelerant,' investing heavily in training, champions programs, and use cases, with no expressed skepticism or fear.

    The Data ChiefAI Literacy Starts in the C-Suite · Sep 2026

  • MixedAI (ChatGPT/Claude) is mentioned matter-of-factly as a substitute for in-store expertise—neither praised nor feared, just noted as a capability reshaping retail.

    How I Built ThisAdvice Line with Kip Tindell of The Container Store · Sep 2026

  • SkepticalOnly mention is Guy noting upholstery is 'an AI proof business because hands have to do that work,' framing AI as an encroaching force elsewhere rather than something embraced.

    How I Built ThisAdvice Line with Michelle Wahler of Beyond Yoga · Sep 2026

What do Executive Leadership × Modern Commerce leaders say about innovation in September 2026?

Across 262 executive interviews, Innovation sentiment reads 82.9/100 — net-optimistic, up 2.9 vs. quarter ago. Here's the range of what they're actually saying:

  • BullishMichelle enthusiastically encourages founders to build sustainable, self-defined businesses, mentors entrepreneurs, and praises creative product/business ideas from callers (soap kits, upholstery, study-abroad).

    How I Built ThisAdvice Line with Michelle Wahler of Beyond Yoga · Sep 2026

  • MixedHe values technological change ('never been more flashing lights around us') but explicitly warns against getting distracted by the pace of change and prioritizes humanity/empathy over tech-driven hype — a balanced stance.

    C-Suite Sales & Marketing PerspectivesFrom Vendor to Peer: VoC Learning as Differentiation · May 2026

Index Trend — Executive Leadership × Modern Commerce

Future OutlookEconomyAI
30405060708090100Sep '25Mar '26

Gaps in a line are months where this segment fell below the minimum sample threshold.

Role view

Future Outlook
87.0+2.5
Economy
44.9-0.9

Industry view

Future Outlook
87.5
Economy
45.3

Deltas compare the trailing 30 days to the quarter-ago window.