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Earnings & Reports

Rick's take on recent earnings and reports

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Shopify Winter Editions: DaVinci or AI Hallucination?

Earnings & Reports

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Dec 11, 2025

Shopify Winter Editions: DaVinci or AI Hallucination?

Shopify delivered another jam-packed Editions, we unpack the 200+ updates for you here like no one else can...

Rick Watson
Rick Watson
Target ChatGPT App Not Going to Save Them

Earnings & Reports

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Nov 21, 2025

Target ChatGPT App Not Going to Save Them

Slowly declining retailer adds new distribution outlet does not make a great headline...

Rick Watson
Rick Watson
Walmart WOW 👀 Q3 FY 2026 Earnings

Earnings & Reports

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Nov 20, 2025

Walmart WOW 👀 Q3 FY 2026 Earnings

Walmart delivers another smash-hit quarter, some notes on eCom, agentic, and ads

Rick Watson
Rick Watson

Watson Weekly Newsletter

Stop reading the headlines and start understanding the frameworks. The essential briefing for executives in Retail, Supply Chain, and AI. Join Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters.