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The Strategy and News You Need to Lead in eCommerce

THE LATEST WATSON WEEKLY YOUTUBE VIDEOS

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Starbucks Comps Are Up 7.9%. The Stock Is Up 9% in 2 Years

Oct 16, 2026

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4 min read

Starbucks Comps Are Up 7.9%. The Stock Is Up 9% in 2 Years

Starbucks sales rose 7.9% last quarter. Revenue fell 1%. Both numbers are correct, and the gap between them explains a lot about where Brian Niccol’s turnaround stands.

Rick Watson

Latest

Watson Live! at NRF 2027 — 200 Retail Leaders, One Night

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Watson Live! at NRF 2027 — 200 Retail Leaders, One Night

Rick Watson

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Oct 15, 2026

Naturepedic Grew 68% in July. The Mattress Market Shrank 15%

Newsletters

Naturepedic Grew 68% in July. The Mattress Market Shrank 15%

Rick Watson

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Oct 14, 2026

C.H. Robinson Pays 40x for RXO — and the $300M in Savings Is the Whole Bet

C.H. Robinson Pays 40x for RXO — and the $300M in Savings Is the Whole Bet

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Oct 13, 2026

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Newsletters

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Rick Watson

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Oct 9, 2026

I Trust an Agent with My Socks. Tom McFadyen Does Too

Newsletters

I Trust an Agent with My Socks. Tom McFadyen Does Too

Rick Watson

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Oct 7, 2026

C.H. Robinson is paying 42x RXO's earnings

Newsletters

C.H. Robinson is paying 42x RXO's earnings

Rick Watson

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Oct 6, 2026

Amazon Wants Meta's Agent To Ask Permission. Brands Get an Opt-Out Email

Newsletters

Amazon Wants Meta's Agent To Ask Permission. Brands Get an Opt-Out Email

Rick Watson

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Oct 5, 2026

Amazon Is Blocking AI Shopping Agents, and I Think It's a Negotiating Tactic

Newsletters

Amazon Is Blocking AI Shopping Agents, and I Think It's a Negotiating Tactic

Rick Watson

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Oct 2, 2026

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NEWSLETTERS

Starbucks Comps Are Up 7.9%. The Stock Is Up 9% in 2 Years

Oct 16, 2026

Starbucks Comps Are Up 7.9%. The Stock Is Up 9% in 2 Years

Starbucks sales rose 7.9% last quarter. Revenue fell 1%. Both numbers are correct, and the gap between them explains a lot about where Brian Niccol’s turnaround stands.

Watson Live! at NRF 2027 — 200 Retail Leaders, One Night

Oct 15, 2026

Watson Live! at NRF 2027 — 200 Retail Leaders, One Night

Two hundred eCommerce and retail leaders. New Orleans wedding reception. The night before NRF

Naturepedic Grew 68% in July. The Mattress Market Shrank 15%

Oct 14, 2026

Naturepedic Grew 68% in July. The Mattress Market Shrank 15%

The mattress industry is down 12–15% this year. Naturepedic says it grew nearly 68% in July. Here's what they're doing differently

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Oct 9, 2026

Costco's Fastest-Growing Member Segment Buys Less — Here's Why That's the Bet

Costco says its delivery orders arrive in under an hour — on its own numbers. That's the part worth questioning

LATEST YOUTUBE WATSON WEEKLY SHORTS

EARNINGS & REPORTS

Sephora at Kohl's Was an Access Play. The Access Is Gone

Sephora at Kohl's Was an Access Play. The Access Is Gone

Aug 26, 2026

Walmart Told Analysts Not to Look at This Quarter

Walmart Told Analysts Not to Look at This Quarter

Aug 25, 2026

Home Depot's Growth Came From Prices, Not Transactions

Home Depot's Growth Came From Prices, Not Transactions

Aug 18, 2026

The Last Organic Surface on a Product Page Just Became Inventory

The Last Organic Surface on a Product Page Just Became Inventory

Aug 14, 2026

Shopify Needs a Wallet Before Somebody Else Builds One

Shopify Needs a Wallet Before Somebody Else Builds One

Aug 7, 2026

Wayfair Grew 7.5% and Still Lost Money

Wayfair Grew 7.5% and Still Lost Money

Aug 4, 2026

Lululemon's 4% Growth Came With a 35% Earnings Cut. Read the Second Number

Lululemon's 4% Growth Came With a 35% Earnings Cut. Read the Second Number

Jun 9, 2026

Dollar General Has the Trips, Dollar Tree Has the Ticket

Dollar General Has the Trips, Dollar Tree Has the Ticket

Jun 2, 2026

Walmart's Q1: Great Headline, Honest Footnotes

Walmart's Q1: Great Headline, Honest Footnotes

May 26, 2026

Q1 Retail Scorecard: TJX Wins, Target Surprises, Lowe's Treads Water

Q1 Retail Scorecard: TJX Wins, Target Surprises, Lowe's Treads Water

May 20, 2026

WEBINARS

Agentic Island: The Virtual Summit to Find Your Perfect Match

Agentic Island: The Virtual Summit to Find Your Perfect Match

Sep 29, 2026

Technology Decisions in the Agentic Era

Technology Decisions in the Agentic Era

Aug 17, 2026

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

May 12, 2026

Speaker Announcement: Private Storefronts, Shared Suppliers, One Compliance Nightmare

Speaker Announcement: Private Storefronts, Shared Suppliers, One Compliance Nightmare

Apr 17, 2026

Webinar: When Your Customer Is on a Roof, Your UX Problems Are Their Problems: Sponsor Announcement

Webinar: When Your Customer Is on a Roof, Your UX Problems Are Their Problems: Sponsor Announcement

Apr 14, 2026

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Jan 16, 2026