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The Shoptalk Questions I Am Looking for Answers: Can Lowe's Win With HomeCare+?

Newsletters

Mar 23, 2026

The Shoptalk Questions I Am Looking for Answers: Can Lowe's Win With HomeCare+?

And... GameStop and Chewy post earnings later this week

Rick Watson

Newsletters

Mar 20, 2026

The Agentic Reboot or Black Eye No One Saw Coming

And... IBM completes its Confluent acquisition, Bob's Discount Furniture is an earnings feel-good story, OpenAI acquires a Python tool, and Cintas acquires UniFirst

Rick Watson

Crawl, Walk, Run, or Face-Plant: What Radial’s Past Reveals About the Paxon Future

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Mar 18, 2026

Crawl, Walk, Run, or Face-Plant: What Radial’s Past Reveals About the Paxon Future

And... OpenAI acquires PromptFoo, Eileen raises funding (promise it's not a movie title), and Puratos acquires Dawn Foods

Rick Watson

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

Newsletters

Mar 16, 2026

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

And... FedEx earnings - hello oil price? Can Macy's show the need for department stores, the end of Lulu?

Rick Watson

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

Newsletters

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

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

Newsletters

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

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

Newsletters

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

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

Newsletters

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

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

Newsletters

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

Archive

The Shoptalk Questions I Am Looking for Answers: Can Lowe's Win With HomeCare+?

The Agentic Reboot or Black Eye No One Saw Coming

Crawl, Walk, Run, or Face-Plant: What Radial’s Past Reveals About the Paxon Future

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

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

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

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

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

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

WATSON WEEKLY NEWSLETTER