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Shopify, PE, and OpenAI All Lost the Same Argument

Newsletters

Jul 17, 2026

Shopify, PE, and OpenAI All Lost the Same Argument

And.. Uber To Acquire DeliveryHero, Ferguson, and Whatnot announce acquisitions

Rick Watson

Newsletters

Jul 15, 2026

The Retail Tax You Already Paid For

And.. Augmodo, Auger raises funding, Shopify rolls out WebMCP and more

Rick Watson

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

Newsletters

Jul 14, 2026

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

And... What StockX Listings Actually Admits

Rick Watson

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

Newsletters

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

Newsletters

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

Newsletters

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

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

Newsletters

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

Three Stories, One Lesson: Watch the Plumbing, Not the Headline

Newsletters

Jun 5, 2026

Three Stories, One Lesson: Watch the Plumbing, Not the Headline

And... Watches Sold Like Sneakers, Prime Day in June, And Shopify to Buy Back Stock And more

Rick Watson

Most Companies Have a Differentiation Problem They Think They Can Buy

Newsletters

Jun 3, 2026

Most Companies Have a Differentiation Problem They Think They Can Buy

And... Alphabet To Raise Billions for AI, The Largest Claude Spend, Salesforce Acquires Contentful, and More

Rick Watson

Dollar General Has the Trips, Dollar Tree Has the Ticket

Newsletters

Jun 2, 2026

Dollar General Has the Trips, Dollar Tree Has the Ticket

And... Register For The Enterprise Shopify Discussion In a 3 Week Webinar Series By Operators

Rick Watson

Newsletters

Jun 1, 2026

Walmart's Speed Story Isn't About Speed

And... Costco's A Membership Business, Ulta Beauty, Macy's, Dollar General, and Lululemon Athletica To Announce Earnings This Week

Rick Watson

Newsletters

Shopify, PE, and OpenAI All Lost the Same Argument

The Retail Tax You Already Paid For

Walmart Just Bought a Nuclear Plant's Output. That's a Supply Chain Move, Not an ESG One

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

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

Three Stories, One Lesson: Watch the Plumbing, Not the Headline

Most Companies Have a Differentiation Problem They Think They Can Buy

Dollar General Has the Trips, Dollar Tree Has the Ticket

Walmart's Speed Story Isn't About Speed

WATSON WEEKLY NEWSLETTER