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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

Newsletters

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

Men's Wearhouse Made $217M. The Credit Fund That Owns It Is Cashing Out

Newsletters

Jul 13, 2026

Men's Wearhouse Made $217M. The Credit Fund That Owns It Is Cashing Out

Tailored Brands filed its S-1 last Friday. $2.5B in sales, $217M in net income — and the company carrying a $585M shareholders' deficit

Rick Watson

Newsletters

Jul 10, 2026

Shopify Admits Its App Store Is Broken

And... OpenAI to Sunset Its Atlas Browser, Resale Tax Exemptions, and more

Rick Watson

Shopify Gets You to the Plateau Faster. What You Do Next Is on You

Newsletters

Jul 8, 2026

Shopify Gets You to the Plateau Faster. What You Do Next Is on You

And.. Kroger Acquires A Supermarket Chain, Square Partners With LLMs, Amazon To Send Developers, and more

Rick Watson

Half of Target's K-beauty isn't Target's

Newsletters

Jul 7, 2026

Half of Target's K-beauty isn't Target's

And... Klaviyo's Composer Is In Public Beta

Rick Watson

The Growth Was Real. The Bill Comes Later

Newsletters

Jul 6, 2026

The Growth Was Real. The Bill Comes Later

And Nike Cut Guidance and Raised a Profit In a Single Quarter

Rick Watson

Shopify Was the Cheapest Part of the Story

Newsletters

Jul 1, 2026

Shopify Was the Cheapest Part of the Story

And.. Anthropic Accuses Alibaba, Albertsons Partners With Criteo, Walmart Acquires Vibe.co and more

Rick Watson

New Name, Same Balance Sheet: Saks Global Exits as Exemplar

Newsletters

Jun 30, 2026

New Name, Same Balance Sheet: Saks Global Exits as Exemplar

And... Starbucks Partners With TikTok To Monetize Barista Social Posting

Rick Watson

Archive

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

Men's Wearhouse Made $217M. The Credit Fund That Owns It Is Cashing Out

Shopify Admits Its App Store Is Broken

Shopify Gets You to the Plateau Faster. What You Do Next Is on You

Half of Target's K-beauty isn't Target's

The Growth Was Real. The Bill Comes Later

Shopify Was the Cheapest Part of the Story

New Name, Same Balance Sheet: Saks Global Exits as Exemplar

WATSON WEEKLY NEWSLETTER