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

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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

Rick Watson

You Built Your Store to Keep Out Your Best Buyer

Newsletters

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

Rick Watson

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

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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

Rick Watson

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

Newsletters

Jun 8, 2026

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

And... Walmart Adds Subway Delivery, Chewy And Stitch Fix To Announce Earnings

Rick Watson

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

Newsletters

Jun 5, 2026

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

And... Watches Sold Like Sneakers, Prime Day in June, And Shopify to Buy Back Stock And more

Rick Watson

Most Companies Have a Differentiation Problem They Think They Can Buy

Newsletters

Jun 3, 2026

Most Companies Have a Differentiation Problem They Think They Can Buy

And... Alphabet To Raise Billions for AI, The Largest Claude Spend, Salesforce Acquires Contentful, and More

Rick Watson

Dollar General Has the Trips, Dollar Tree Has the Ticket

Newsletters

Jun 2, 2026

Dollar General Has the Trips, Dollar Tree Has the Ticket

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

Rick Watson

Newsletters

Jun 1, 2026

Walmart's Speed Story Isn't About Speed

And... Costco's A Membership Business, Ulta Beauty, Macy's, Dollar General, and Lululemon Athletica To Announce Earnings This Week

Rick Watson

Newsletters

May 29, 2026

Walmart: The Stores Are the Moat Now

And... Anthropic Raises Billions in Series H Funding, Target Hires an ex-Walmart Executive to Lead Supply Chain, and more

Rick Watson

Archive

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

Walmart: The Stores Are the Moat Now

WATSON WEEKLY NEWSLETTER