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Jul 28, 2026

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

And... Both UPS and PayPal beat estimates and raised guidance. Both stocks fell. The market was right. Two Brands, One Licensee, and a Royalty Model

Rick Watson

Jul 27, 2026

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

The de minimis exemption is gone, Shein's US revenue fell 14 percent, and it is spending more on marketing to hold it. That is the part American apparel retailers should be reading, Altana bought Cervo AI, UPS, and Amazon earnings

Rick Watson

Jul 24, 2026

Facebook Got Ten Good Years. AI Got Five Seconds

And.. Salsify acquired by a European PE firm, a Google lawsuit is dismissed, and more

Rick Watson

10 Things to Check Before You Sell Internationally

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Jul 23, 2026

10 Things to Check Before You Sell Internationally

WooCommerce, Avalara, and ShipStation have created a 10-step checklist before going global

Rick Watson

Jul 22, 2026

Nobody Can Tell Me What AI Projects They Cancelled

And.. AWS sends large bills to customers, Sleep Number acquired, and more

Rick Watson

Jul 20, 2026

FedEx Has Two Petabytes of Data. Who's Paying for It?

Raj Subramaniam Calls FedEx the Referendum on Global Trade, Uber Acquires DeliveryHero, and Alphabet earnings

Rick Watson

Shopify, PE, and OpenAI All Lost the Same Argument

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Jul 17, 2026

Shopify, PE, and OpenAI All Lost the Same Argument

And.. Uber To Acquire DeliveryHero, Ferguson, and Whatnot announce acquisitions

Rick Watson

Newsletters

Jul 15, 2026

The Retail Tax You Already Paid For

And.. Augmodo, Auger raises funding, Shopify rolls out WebMCP and more

Rick Watson

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

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Jul 14, 2026

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

And... What StockX Listings Actually Admits

Rick Watson

Archive

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

Facebook Got Ten Good Years. AI Got Five Seconds

10 Things to Check Before You Sell Internationally

Nobody Can Tell Me What AI Projects They Cancelled

FedEx Has Two Petabytes of Data. Who's Paying for It?

Shopify, PE, and OpenAI All Lost the Same Argument

The Retail Tax You Already Paid For

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

WATSON WEEKLY NEWSLETTER