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

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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

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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

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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

You're Pricing Shopify On The Wrong Number

Newsletters

Jun 29, 2026

You're Pricing Shopify On The Wrong Number

And OpenAI Burned Billions, Meta AI, Reformation IPO, and Nike Earnings

Rick Watson

Why World Cup Fans Can't Stop Filming Buc-ee's, And Why That Viral Attention is Worth Almost Nothing

Newsletters

Jun 26, 2026

Why World Cup Fans Can't Stop Filming Buc-ee's, And Why That Viral Attention is Worth Almost Nothing

And... Redo and Orderful Announce Funding, Sephora Rolls Out Quiet Hours, and more

Rick Watson

Archive

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

You're Pricing Shopify On The Wrong Number

Why World Cup Fans Can't Stop Filming Buc-ee's, And Why That Viral Attention is Worth Almost Nothing

WATSON WEEKLY NEWSLETTER