Next to Lead

Next to Lead

Next to Lead featuring Fortune editor Ruth Umoh is a weekly vodcast series featuring a new generation of Fortune 500 leaders. Each week we talk to today’s most prominent C-suite executives who are shaping the future of business. Episodes will reveal what drives these executives, their vision for the future, and how to succeed in today’s hyper competitive landscape.

Episodes

September 30, 2026 • 43 mins
Mastercard is betting on a new era of agentic commerce, where AI agents can act on behalf of consumers, make purchases, and even transact with other machines. But handing an AI agent your wallet raises new questions around trust, identity, and accountability. What happens when an agent buys the wrong thing, exceeds its authority, or gets manipulated? And how do you build a payments system that can distinguish between human and non-...
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Toast started as a point-of-sale company. Today, the restaurant technology platform serves over 180,000 locations globally and is expanding into areas including payments, payroll, marketing, reservations, retail.In this episode of Fortune Next to Lead, C-suite and Leadership Editor Ruth Umoh sits down with Toast CMO and COO Kelly Esten to discuss the company’s growth strategy and its vision for the future of restaurant techno...
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Meta is spending billions to catch up in the AI race, betting that its latest model, Muse Spark, can help close the gap with its biggest rivals. But the company’s aggressive AI investments, ranging from advertising tools to its latest AI-powered smart glasses, are coming at a cost: Meta’s profits fell 14% in the second quarter, as spending surged alongside hefty legal penalties.  In this episode of Next to Lead, F...
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As dating apps experiment with AI, Tinder CMO Melissa Hobley is drawing a line between using the technology to help people connect and using it to replace human connection. Tinder wants AI to help users choose their best profile photos, make sense of complex astrology charts, and ultimately spend less time on their phones—not create artificial people to date. At Cannes Lions, Fortune’s Ruth Umoh sits down with Hobley to...
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AI is rewriting the rules of marketing, but not every brand is ready for it. At Cannes Lions, Fortune's Ruth Umoh sat down with the marketing and growth chiefs behind four major brands to drop the polish and tackle the messy middle: what's really holding AI adoption back. How do you build momentum when your data strategy is still warming up? How do you chase innovation without torching the budget? And what happens when "AI-powered ...
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Today’s CMO isn’t just selling the brand; they’re responsible for the business, owning revenue, product, and data. At the same time, AI is automating a huge slice of marketing and exposing the metrics that don’t actually move the business.At Cannes Lions, Fortune’s Ruth Umoh sat down with the marketing chiefs of Slack, Zoom, Slalom, and TD Bank U.S. to unpack how AI is reshaping their roles, what they ...
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You may know Coach and Kate Spade, but you may not know Tapestry, the $30 billion company behind them. After a blocked merger with Capri Holdings, and the sale of its Stuart Weitzman brand, Tapestry is betting on Coach's momentum to fuel its next phase of growth. As luxury retailers compete for younger consumers in an uncertain economy, Tapestry CFO and COO Scott Rowe says the key is winning Gen Z, investing in brand engagement, an...
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In late 2022, Carvana was flirting with bankruptcy after its stock collapsed 99% in just 16 months. Now, the online used-car retailer is staging a stunning comeback, pouring billions into acquisitions, infrastructure, AI, and its signature car vending machines.  In this episode of Next to Lead, Fortune’s C-suite and Leadership editor Ruth Umoh sits down with Carvana strategy chief Christina Keiser to discuss what it wil...
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Gilead Sciences moves at a pace rarely seen in pharma, delivering breakthrough COVID-19 antivirals and HIV preventatives in record time. Yet, in an industry facing a massive trust deficit, speed isn’t always enough.  In this episode of Next to Lead, Johanna Mercier, Gilead’s Chief Commercial & Corporate Affairs Officer, joins Fortune’s Leadership Editor Ruth Umoh to discuss how the company is rewriting i...
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Adobe built the modern creative economy, but as AI reshapes how content is made, its legacy may be its biggest risk. With a leadership shakeup and rising competition, will Adobe stay indispensable or will they'll be left behind? In a moment of transformational change, Adobe President of Customer Experience, Anil Chakravarthy, says the challenge is moving as fast as AI-- without losing sight of what their creatives, marketing profes...
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Airbnb is evolving from a hotel alternative into a full-scale travel concierge. In this episode of Next to Lead, Airbnb CFO Ellie Mertz joins Fortune’s Ruth Umoh to discuss the company’s expansion into end-to-end travel services and "white space" opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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To close out a year of great conversations with c-suite talent who may very well be the CEOs of tomorrow, Ruth speaks with one of the most interesting CEOs of today, Red Lobster’s Damola Adamolekun. Damola was only 31 when he became CEO of P.F. Chang’s. Five years later, he was tapped to turn around Red Lobster after bankruptcy. He talks to Ruth about his perspective on leadership, how his time working in private equity...
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In 2016, Philip Morris International announced a bold new mission: to deliver a “smoke-free future.” Its U.S. division—Philip Morris U.S.—is now leading that charge with a portfolio of smoke-free products, including the widely known nicotine pouch brand ZYN. Yet globally, Philip Morris International continues to sell cigarettes, fueling the very addiction it says it aims to eliminate. In this episode, Ruth ...
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How does a company founded in 1908 survive the breakneck speed of the 21st century? For Shilpan Amin, General Motors’ global chief procurement and supply chain officer, the answer has been forged through crisis leadership and quiet reinvention over nearly three decades inside one of America’s auto giants. He joins Fortune’s Ruth Umoh to reflect on how mentorship accelerated his career, what it takes to move with s...
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BNY’s Chief Commercial Officer, Cathinka Wahlstrom, joins Fortune’s Ruth Umoh to unpack how a centuries old institution is transforming itself for the next era of finance. Drawing on her nearly three decades at Accenture and her time at Alight, she explains how client obsession and following her gut has shaped her career.  She discusses why today’s leaders have to be comfortable “living in paradox,&rdq...
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From consoles to cloud, Xbox is reinventing itself for an era where players can game anywhere. Xbox president Sarah Bond sits down with Fortune to discuss the company’s sweeping transformation, her approach to leadership and innovation, and how she plays to redefine the future of gaming. Learn more about your ad choices. Visit megaphone.fm/adchoices
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As President of Winfield United and SVP at Land O’Lakes, Leah Anderson has a front-row seat to the challenges and opportunities shaping American agriculture. In conversation with Fortune’s Ruth Umoh, she discusses the macroeconomic headwinds facing farmers, how AI can strengthen the workforce, and the path that led her to the C-suite. Learn more about your ad choices. Visit megaphone.fm/adchoices
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In the wake of widespread layoffs, UPS is undergoing one of the largest transformations in its nearly 120-year history. Chief commercial officer Matt Guffey explains how a leaner operating model and a sharper focus on healthcare, small and midsized businesses, and international markets are positioning the company for its next era of profitable growth. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Rob Thomas has spent more than two decades at IBM, rising from consultant to SVP of software and chief commercial officer. In this conversation, he explains why real innovation starts close to the customer, why reading is a core leadership habit, and how IBM is shifting from “lightbulb” AI experiments to business-changing “motor” outcomes. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Grindr calls itself “the global gayborhood in your pocket,” and since going public in 2022, the dating app for gay men has steadily expanded its reach. Behind that leap to the public markets was CFO Vanna Krantz, who previously helped launch Disney+. She joins Ruth to reflect on being a self-described late bloomer, the joy of working with teams deeply invested in their work, and what’s next for her career. Learn m...
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