Pricing power lessons from Klarna, Foot Locker, and Airbnb

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If Prices Could Talk

Holden Advisors

44 episodes

4 days ago

Welcome to If Prices Could Talk, the podcast where we explore the strategies and tactics that drive effective pricing, sales, and negotiations in B2B. Join us for candid conversations with thought leaders and industry experts as we dive into what’s working, what’s changing, and how to build and sustain pricing power in today’s markets. We’ll explore tactical approaches to value-based pricing, improving sales effectiveness, and best practices for negotiating with backbone.

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Pricing power lessons from Klarna, Foot Locker, and Airbnb

If Prices Could Talk

47 minutes 1 second

5 months ago

Pricing power lessons from Klarna, Foot Locker, and Airbnb

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