PacSun CEO's Winning Strategy
from TD Cowen Insights Hosted by TD Securities
Recorded on 10/17/25 Retail Thrives With Creative Community Engagement + A.I. We host Brieane Olson, CEO of Pacific Sunwear ("PacSun") to discuss key findings from PacSun's proprietary Gen Z and Gen Alpha research. The research highlights these generations' emphasis on mental health and music and the scale of creator ambition. PacSun's creative engagement and adaptive merchandising execution are driving share gains. In our view, better retail builds with these generations, embraces the TikTokification of retail, and tests, reads, and adapts to the new world of agentic artificial intelligence. TD Cowen's PAD A.I. framework calls for Prescriptive, Adaptive, and Doing-It-All retail. https://go.td.com/PodcastDisclosure
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