Pricing power lessons from Klarna, Foot Locker, and Airbnb

Episode notes

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 11:29 TechCrunch: 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 30:25 WSJ: He Revolutionized Travel. Can Airbnb’s Founder Redesign Your Entire Life? 36:49 Price flops: Uber, Forever 21, Apple, Wendy’s

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