What:  Retail and fashion executives share their outlook at Goldman Sachs’ annual retail conference.

Why it is important: Retailers have managed to navigate the pandemic surprisingly well and have used the disruption to retool.

While the Delta variant and supply chain disruptions continue to be vexing, the industry’s top executives are looking beyond the coronavirus with plans to win big in the new world.

Macy’s is attracting new customers, building confidence on Wall Street, and remains bullish on healthy gains for the rest of this year. They have been able to successfully reengage with the core customer through the pandemic while attracting new customers. (see more about what Macy’s had to say here)

Walmart: despite supply chain issues, the leadership team believes there is plenty of room to grow in the home, food and apparel categories, both online and in stores. (see how Walmart is creating a more seamless omnichannel here)

Capri: There was a lot of fear in the marketplace about the retailer’s ability to acquire companies, execute on those acquisitions and pay down debt. But the team feels like they will be in a strong position for additional acquisitions over the next two years.

Nordstrom is known for its obsession with customer service — and is finding now that keeping up with shoppers today requires some new tricks. Nordstrom understands that shopping preferences have changed and planned for this by focusing on serving markets with a cluster of locations that all serve a different purpose and complement one another, from mainstream stores to the Rack off-price store and the Nordstrom Local service concept.

Gap’s new CEO oversaw the launch into home with Walmart, teamed with Kanye West, and is expanding Old Navy in the plus-size area. Gap is doubling down on investing purpose-driven lifestyle brands.

CEOs at Walmart, Macy’s, Gap, Nordstrom and Capri Look to the Future