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Amazon Owns the Inventory, the Shipping, and the Returns. What Does Duluth Own?

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Jun 23, 2026

Amazon Owns the Inventory, the Shipping, and the Returns. What Does Duluth Own?

And... The $40B Beauty Merger That Was Smarter Dead Than Done

Rick Watson

Saks or CaaStle: Which is Your Portfolio?

Newsletters

Jun 22, 2026

Saks or CaaStle: Which is Your Portfolio?

And... Kimberly-Clark Supply Chain Improvement, Rick To Speak at CommerceNext Growth Show, and FedEx To Announce Earnings

Rick Watson

Newsletters

Jun 17, 2026

The Discovery Fight Is Leaving Google

And Claude Corps Launched, Visa & OpenAI Partner, Arcade and Neura Robotics Raise Funding, and More

Rick Watson

Victoria's Secret Won the Vote. BBRC Won the Fight

Newsletters

Jun 16, 2026

Victoria's Secret Won the Vote. BBRC Won the Fight

And... Episode 3 of the Enterprise Shopify Webinar Series on Thursday

Rick Watson

GLP-1's Real Prize Isn't Groceries. It's The Prescription

Newsletters

Jun 15, 2026

GLP-1's Real Prize Isn't Groceries. It's The Prescription

And... ASICS to Spin-Off Onitsuka Tiger in 2027, and Kroger To Announce Earnings

Rick Watson

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

Newsletters

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

Newsletters

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

Archive

Amazon Owns the Inventory, the Shipping, and the Returns. What Does Duluth Own?

Saks or CaaStle: Which is Your Portfolio?

The Discovery Fight Is Leaving Google

Victoria's Secret Won the Vote. BBRC Won the Fight

GLP-1's Real Prize Isn't Groceries. It's The Prescription

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

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