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Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

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Mar 13, 2026

Fitness, Fables, and The Fight For The Wallet, Apps In The Age of AI

And... Is YouTube the largest media company in the world? Email for your agent raises funding, Rhoda AI exits stealth, and Ernesta raises a Series B

Rick Watson
Rick Watson
How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

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Mar 11, 2026

How Mirakl's Chief Data and AI Officer Thinks About AI; Costco Near Perfect Quarter

And... Eight Sleep raises funding, Moltbook acquired by Meta (the irony is priceless), Quince's mega funding, and the one number that tells all about Costco's future

Rick Watson
Rick Watson
Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

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Mar 9, 2026

Watson As CEO of PayPal in 2028, Stripe's Agentic Solution Looks Familiar

And... PayPal has assets it can utilize for its future. Stripe just built an agentic commerce solution, does it compete with Shopify?

Rick Watson
Rick Watson
Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

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Mar 6, 2026

Target Bottomed. Shopify Is Betting Everything on One Word. Amazon Just Locked In the AI Race.

And... Blue Bottle Coffee cafes sold to a PE firm for a loss, Accenture acquires Ookla for billions, and Anthropic acquires Vercept

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

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Mar 4, 2026

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

And... Fluent Commerce announces new capital raised, Thoma Bravo to combine WMEX and Auctane, and a $58M Seed funding round

Rick Watson
Rick Watson
Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker Sponsor Announcement

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Mar 3, 2026

Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker Sponsor Announcement

Announcing the sponsors for the Agentic Debate Series Lunch @ Shoptalk Las Vegas 2026 presented by Logicbroker.

Rick Watson
Rick Watson
Home Depot Earnings Not A Retreat, About That Viral Citrini Post

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Mar 3, 2026

Home Depot Earnings Not A Retreat, About That Viral Citrini Post

And... Avalara acquires Versori, Reddit is testing a new shopping experience, Jampack raises seed funding, and AI leads to more, not less, work.

Rick Watson
Rick Watson
The Stripe 2025 Annual Letter, Magic Tricks, Amazon and The Curious Missing Element From Amazon's OpenAI Investment

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Mar 2, 2026

The Stripe 2025 Annual Letter, Magic Tricks, Amazon and The Curious Missing Element From Amazon's OpenAI Investment

And... Where is the 30% eCommerce growth Stripe reports? Why negotiating with Amazon is impossible, and what to watch for in the Costco earnings call.

Rick Watson
Rick Watson
The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

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Feb 27, 2026

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

And... Zuckerberg is creating this version of Jobs' famous "reality distortion." Vendors are back sending inventory to Saks Global, and Sam Altman now talks 2030 to investors

Rick Watson
Rick Watson
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WATSON WEEKLY NEWSLETTER

Stop reading the headlines and start understanding the frameworks. The essential briefing for executives in Retail, Supply Chain, and AI. Join Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters.