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Johnstone Supply Has 72 ERPs. They Built a Mobile App Anyway

Newsletters

Apr 29, 2026

Johnstone Supply Has 72 ERPs. They Built a Mobile App Anyway

And... Google is investing in Anthropic, OpenAI missed targets, Swanky raises funding, and more

Rick Watson

The Oprah Deal and Amazon's Trust Problem

Newsletters

Apr 28, 2026

The Oprah Deal and Amazon's Trust Problem

And... Meta becomes one of Amazon Web Services' large AI customers, one CPU at a time

Rick Watson

Spotify's Wellness Land Grab - And Peloton's Pivot Out of Hardware

Newsletters

Apr 27, 2026

Spotify's Wellness Land Grab - And Peloton's Pivot Out of Hardware

And... Nike continues to cut stuff in search of its original strategy

Rick Watson

Infrastructure Is Eating Strategy, Home Depot Acquires, Apple Gets A New CEO

Newsletters

Apr 24, 2026

Infrastructure Is Eating Strategy, Home Depot Acquires, Apple Gets A New CEO

And... Dojo AI raises funding, Andy Rubin's new startup is a unicorn, Howard Schultz joins Gopuff's Board of Directors, and more

Rick Watson

How Lo & Sons Cut Product Development from 2 Years to 9 Months

Newsletters

Apr 22, 2026

How Lo & Sons Cut Product Development from 2 Years to 9 Months

And... Anthropic raises new funding, Gemini gains more traffic, and Afresh raises new funding, and more

Rick Watson

How QXO Is Growing: $17B. 11 Months. One Playbook.

Newsletters

Apr 21, 2026

How QXO Is Growing: $17B. 11 Months. One Playbook.

And... What you can expect from Thursday's webinar at 12:30 PM ET

Rick Watson

What Broke at QVC Wasn't the Show — Prepackaged, Paid in Full, and Pivoting

Newsletters

Apr 20, 2026

What Broke at QVC Wasn't the Show — Prepackaged, Paid in Full, and Pivoting

And... Home Depot Acquires a Warehouse Automation Company That you may not have heard of

Rick Watson

The Shrinking Shopper, the Stumbling Swoosh, and the Compute Crunch

Newsletters

Apr 17, 2026

The Shrinking Shopper, the Stumbling Swoosh, and the Compute Crunch

And... Amazon to acquire Globalstar, Reed Hastings to step down, Instacart acquires Instaleap, a robot ran a half marathon, and more

Rick Watson

Newsletters

Apr 15, 2026

The Agentic Fog: Is Your Brand Ready to Speak Bot?

And... OpenAI in focus mode means something else. Google UCP rollout. Miravoice raises funding and more

Rick Watson

The Compute Is Already Gone and You Can't Buy Your Way In

Newsletters

Apr 14, 2026

The Compute Is Already Gone and You Can't Buy Your Way In

And... Nike's Chief Innovation Officer is leaving (less than a year after starting) and register for our webinars on April 23 and May 7

Rick Watson

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

Newsletters

Apr 13, 2026

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

And... the latest episode of the Watson Weekly podcast sponsored by Avalara

Rick Watson

Revolve Profits From 60% Returns. Lowe's Comes to Your House. Gen Z Picks Doctors by Payment Plan

Newsletters

Apr 10, 2026

Revolve Profits From 60% Returns. Lowe's Comes to Your House. Gen Z Picks Doctors by Payment Plan

And... Andy Jassy's investor letter, Rezolve's PR play to acquire Commerce (BigCommerce), Sundar Pichai joins Cheeky Pint, and more

Rick Watson

Fashion and Apparel Startup Math Was Never Meant To Work

Newsletters

Apr 8, 2026

Fashion and Apparel Startup Math Was Never Meant To Work

And... Remember Nasty Gal? Rothy's, On Running, and HOKA - what Allbirds did not understand

Rick Watson

The Amazon-USPS Game of Chicken Is Over, Revolve Loves Returns

Newsletters

Apr 7, 2026

The Amazon-USPS Game of Chicken Is Over, Revolve Loves Returns

And... Book your spot at the B2B webinar on April 23 and the marketplace webinar on May 7

Rick Watson

Shopify Partner Town Hall Bellyache, USPS and Amazon Fuel Surcharges

Newsletters

Apr 6, 2026

Shopify Partner Town Hall Bellyache, USPS and Amazon Fuel Surcharges

And... the latest episode of the Watson Weekly podcast sponsored by Avalara

Rick Watson

Newsletters

Apr 3, 2026

Apple at 50, Amazon's Robot Army, and the $4B Brand That Sold for $39M

And... Croissant raises funding, The Container Store acquired, OpenAI acquires a streaming news service, and Adrianna Papell receives PE funding

Rick Watson

Newsletters

Apr 1, 2026

I Took Rick Watson's Mic, His Research Prompts, and Five Hard Lessons

And... Seven agentic protocols you are being pitched should tell you something: agentic commerce has a relationship problem, WHOOP raises funding and more

Nick Kaplan

Newsletters

Mar 27, 2026

Agentic Fog At Shoptalk Spring 2026

And... OLAPLEX acquired by Henkel (yes, that company), Granola (not found in your bowl) raised Series C funding, Estée Lauder in merger talks with Puig, Amazon acquires another robotics company

Rick Watson

The AI Double Standard No-One Wants To Admit To

Newsletters

Mar 25, 2026

The AI Double Standard No-One Wants To Admit To

And... why your support tickets are a sales channel, A Rivian spin-out is not an accident, Zipline raises more fuel for its drone, and Amazon to test robotics for doorstep delivery

Rick Watson

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

Newsletters

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

Newsletters

Johnstone Supply Has 72 ERPs. They Built a Mobile App Anyway

The Oprah Deal and Amazon's Trust Problem

Spotify's Wellness Land Grab - And Peloton's Pivot Out of Hardware

Infrastructure Is Eating Strategy, Home Depot Acquires, Apple Gets A New CEO

How Lo & Sons Cut Product Development from 2 Years to 9 Months

How QXO Is Growing: $17B. 11 Months. One Playbook.

What Broke at QVC Wasn't the Show — Prepackaged, Paid in Full, and Pivoting

The Shrinking Shopper, the Stumbling Swoosh, and the Compute Crunch

The Agentic Fog: Is Your Brand Ready to Speak Bot?

The Compute Is Already Gone and You Can't Buy Your Way In

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

Revolve Profits From 60% Returns. Lowe's Comes to Your House. Gen Z Picks Doctors by Payment Plan

Fashion and Apparel Startup Math Was Never Meant To Work

The Amazon-USPS Game of Chicken Is Over, Revolve Loves Returns

Shopify Partner Town Hall Bellyache, USPS and Amazon Fuel Surcharges

Apple at 50, Amazon's Robot Army, and the $4B Brand That Sold for $39M

I Took Rick Watson's Mic, His Research Prompts, and Five Hard Lessons

Agentic Fog At Shoptalk Spring 2026

The AI Double Standard No-One Wants To Admit To

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 WEEKLY NEWSLETTER