Description

Join us to unpack the biggest pricing and strategy headlines from the last few weeks. From Klarna’s AI stumble and rising credit defaults to Airbnb’s push to become a full-service travel platform — we explore what these moves mean for value perception, customer trust, and margin pressure. Plus: the implications of Dick’s potential acquisition of Foot Locker, and new consumer sentiment trends out of Europe.

Topics include:

• Klarna’s AI overcorrection and credit losses
• Airbnb’s push to become the “everything app”
• Foot Locker + Dick’s Sporting Goods: what pricing leaders should watch
• New insights on European consumer sentiment and pricing sensitivity
• The evolving role of AI in shaping how we buy and sell

Roundtable episode with Jeet Mukherjee, Pete Morelli, Richard Klein, and Tracy Dent. 

CHAPTERS

00:00 Introductions

01:21 PYMTS.com: Klarna Marks 100 Million Customers as Losses Nearly Double https://www.pymnts.com/earnings/2025/klarna-marks-100-million-customers-as-losses-nearly-double/

11:29 TechCrunch: OpenAI upgrades ChatGPT search with shopping features https://techcrunch.com/2025/04/28/openai-upgrades-chatgpt-search-with-shopping-features/

23:18 Reuters: Dick's Sporting to buy Foot Locker for $2.4 billion to fight soft demand https://www.reuters.com/markets/deals/dicks-sporting-goods-acquire-foot-locker-24-billion-2025-05-15/

30:25  WSJ: He Revolutionized Travel. Can Airbnb’s Founder Redesign Your Entire Life? https://www.wsj.com/style/airbnb-services-experiences-founder-brian-chesky-341005e4

36:49 Price flops: Uber, Forever 21, Apple, Wendy’s