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Feb 23, 2026
And... Why eBay is buying a Gen Z insurance policy, the "red herring" in Etsy’s GMS, and what to watch for in Target’s first Fiddelke-led earnings call.
Feb 20, 2026
And... Why Perplexity is ditching ads for trust, FedEx’s pivot to high-value cargo, and the $1.2B Depop-eBay deal
Feb 18, 2026
And... why SaaS isn't dying but its UI is, FedEx's massive European pivot, and the new "GSO" frontier for brand discovery
Feb 17, 2026
And... Who is paying for OpenAI’s $60 CPM experiment?, e.l.f. Cosmetics’ $1 moonshot, and the existential risk facing the "Four Horsemen" in 2026
Feb 13, 2026
And... why Amazon’s Rufus is a $12B incremental engine, Shopify’s $2B flex, and Home Depot’s new "Pro-First" AI Material Builder.
Feb 12, 2026
And... why Temu just matched Amazon in cross-border share, the rise of parcel lockers, and Google’s new Universal Commerce Protocol (UCP) rollout
Feb 11, 2026
And... Why most brands should skip the 2026 replatform, Eddie Bauer’s third bankruptcy filing, and the $70M "AI.com" Super Bowl crash
Webinars
+1
Feb 10, 2026
In this high-octane briefing, Rick Watson strips away the corporate jargon to reveal where the money is actually moving. We’ll analyze the core financials of the "Big Five" to understand who is winning the battle for the 2026 wallet and who is being left behind.
And... ARK’s $8T consumption forecast, why the 90-second purchase funnel is "nuking" timelines, and Greg Foran’s return to retail as the new Kroger CEO
