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GLP-1's Real Prize Isn't Groceries. It's The Prescription

Jun 15, 2026

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4 min read

GLP-1's Real Prize Isn't Groceries. It's The Prescription

And... ASICS to Spin-Off Onitsuka Tiger in 2027, and Kroger To Announce Earnings

Rick Watson

Latest

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Apple Pays Google $1B to Run Siri. Google Pays Apple $20B Back

Rick Watson

•

Jun 12, 2026

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You Built Your Store to Keep Out Your Best Buyer

Rick Watson

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Jun 10, 2026

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

Rick Watson

•

Jun 9, 2026

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Mattel Bought Back a Fifth of Itself. The Stock Still Fell

Rick Watson

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Jun 8, 2026

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Three Stories, One Lesson: Watch the Plumbing, Not the Headline

Rick Watson

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Jun 5, 2026

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Most Companies Have a Differentiation Problem They Think They Can Buy

Rick Watson

•

Jun 3, 2026

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Dollar General Has the Trips, Dollar Tree Has the Ticket

Rick Watson

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Jun 2, 2026

Newsletters

Walmart's Speed Story Isn't About Speed

Rick Watson

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Jun 1, 2026

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NEWSLETTERS

Jun 15, 2026

GLP-1's Real Prize Isn't Groceries. It's The Prescription

And... ASICS to Spin-Off Onitsuka Tiger in 2027, and Kroger To Announce Earnings

Jun 12, 2026

Apple Pays Google $1B to Run Siri. Google Pays Apple $20B Back

And... Inflation increased, PepsiCo is using driverless trucks in 3 states, and more

Jun 10, 2026

You Built Your Store to Keep Out Your Best Buyer

And... Google to Pay SpaceX Millions, AlphaSense Raises Funding, Amazon And Corning Announce Partnership, and More

Jun 9, 2026

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

And... Register For The Enterprise Shopify Discussion In a 3 Week Webinar Series By Operators

EARNINGS & REPORTS

The Bankruptcy Exit, the Activist, and the Cloud Bills

Rick Watson

May 8, 2026

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

Rick Watson

Apr 13, 2026

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

Rick Watson

Mar 16, 2026

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

Rick Watson

Mar 4, 2026

WEBINARS

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

Rick Watson

May 12, 2026

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

Rick Watson

Apr 17, 2026

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

Rick Watson

Apr 14, 2026

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

Feb 10, 2026

SUBSCRIBE TO WATSON WEEKLY

THE LATEST WATSON WEEKLY YOUTUBE VIDEOS

GLP-1's Real Prize Isn't Groceries. It's The Prescription

Latest

Apple Pays Google $1B to Run Siri. Google Pays Apple $20B Back

You Built Your Store to Keep Out Your Best Buyer

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

Mattel Bought Back a Fifth of Itself. The Stock Still Fell

Three Stories, One Lesson: Watch the Plumbing, Not the Headline

Most Companies Have a Differentiation Problem They Think They Can Buy

Dollar General Has the Trips, Dollar Tree Has the Ticket

Walmart's Speed Story Isn't About Speed

SUBSCRIBE TO WATSON WEEKLY NEWSLETTER

NEWSLETTERS

GLP-1's Real Prize Isn't Groceries. It's The Prescription

Apple Pays Google $1B to Run Siri. Google Pays Apple $20B Back

You Built Your Store to Keep Out Your Best Buyer

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

LATEST YOUTUBE WATSON WEEKLY SHORTS

EARNINGS & REPORTS

The Bankruptcy Exit, the Activist, and the Cloud Bills

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

WEBINARS

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

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

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

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

WATSON WEEKLY NEWSLETTER