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Shopify Needs a Wallet Before Somebody Else Builds One

Aug 7, 2026

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3 min read

Shopify Needs a Wallet Before Somebody Else Builds One

Shopify is 78% payments now. The software is just how it gets you there. The only question left is whether it controls the wallet before someone else does, and Malachyte raises funding, Airtable acquired and more

Rick Watson

Latest

Newsletters

AS Colour Built a Wholesale Site That Looks Like DTC — Here's How

Rick Watson

•

Aug 6, 2026

Newsletters

88% Have Deployed AI. 6% Can Prove It Worked

Rick Watson

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Aug 5, 2026

Newsletters

Wayfair Grew 7.5% and Still Lost Money

Rick Watson

•

Aug 4, 2026

Newsletters

H&M's Resale Business Is 0.8% of Revenue. So Why Is Everyone Still Talking About It?

Rick Watson

•

Aug 3, 2026

Amazon's $62.6B Profit Quarter Was Mostly Accounting

Rick Watson

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Jul 31, 2026

Most Companies Don't Have a Brand. They Have a Product People Like

Rick Watson

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Jul 29, 2026

UPS and PayPal Both Beat Estimates. Both Stocks Fell. Here's Why That's Right.

Rick Watson

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Jul 28, 2026

Shein: $2B in the US, 14% Down, and Still Outspending Rivals on Ads

Rick Watson

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Jul 27, 2026

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NEWSLETTERS

Aug 7, 2026

Shopify Needs a Wallet Before Somebody Else Builds One

Aug 6, 2026

AS Colour Built a Wholesale Site That Looks Like DTC — Here's How

Behind the scenes: BigCommerce powering two distinct buying experiences, and Avalara automating tax compliance across wholesale and international markets. In front: 45% US revenue growth

Aug 5, 2026

88% Have Deployed AI. 6% Can Prove It Worked

Eleven percent of consumers think they bought something inside an AI app. They didn't. The more uncomfortable number is the one Holden Bale saved for the end. Linda's Stuff and Thorne acquired, and more

Aug 4, 2026

Wayfair Grew 7.5% and Still Lost Money

Wayfair grew 7.5% and its net loss was $1M — but the operating income story is more interesting than either number. And Apple files motions vs OpenAI

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

Shopify Needs a Wallet Before Somebody Else Builds One

Latest

AS Colour Built a Wholesale Site That Looks Like DTC — Here's How

88% Have Deployed AI. 6% Can Prove It Worked

Wayfair Grew 7.5% and Still Lost Money

H&M's Resale Business Is 0.8% of Revenue. So Why Is Everyone Still Talking About It?

Amazon's $62.6B Profit Quarter Was Mostly Accounting

Most Companies Don't Have a Brand. They Have a Product People Like

UPS and PayPal Both Beat Estimates. Both Stocks Fell. Here's Why That's Right.

Shein: $2B in the US, 14% Down, and Still Outspending Rivals on Ads

SUBSCRIBE TO WATSON WEEKLY NEWSLETTER

NEWSLETTERS

Shopify Needs a Wallet Before Somebody Else Builds One

AS Colour Built a Wholesale Site That Looks Like DTC — Here's How

88% Have Deployed AI. 6% Can Prove It Worked

Wayfair Grew 7.5% and Still Lost Money

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