The Watson Weekly: eCommerce Strategy & News

Watson Weekly
  • 5.0 (35)
  • Management
  • Updated Weekly

Stop reading the headlines and start understanding the frameworks. The Watson Weekly is the premier resource for eCommerce executives, delivering sharp, independent strategy on the industry's most critical developments. Join 20-year veteran Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters to your business. Broadcasting three times a week: Mondays: Strategic deep dives into earnings, mergers, and market shifts. Wednesdays: Candid interviews with C-Suite luminaries and tech innovators. Fridays: Join the Watson Weekend for Spirited debates on controversial topics with co-host Jessica Lesesky. From AI implementation and marketplace dynamics to supply chain logistics and retail operations, we cover the entire commerce landscape. Whether you are a CEO, VP, or operator, this is your competitive advantage in audio form.

  1. 19h ago

    July 13th, 2026: Nike Posted a Record Quarter, Shopify Reviews, Walmart's Ad Platform, and Target's Marketplace

    Nike says net income jumped 407%. Strip out a single tariff refund and full-year profit actually fell. That gap is the whole week in one number. Rick Watson runs through it: Shopify moving its incentivized-review ban from partner guidelines into hard App Store policy, and deleting reviews tied to fake accounts across listings. Nike's headline quarter and the one-time $986M refund propping it up, with profit down 3% and China still unresolved. Walmart pulling Walmart Connect, Connect International, and Sam's Club Connect into a single ad business built on data from 10,000-plus stores. Target Plus adding Forever 21 and Clarks, chasing K-beauty, and offloading electronics risk while its marketplace grows nearly 60%, though curation may be too small to matter at Target's size. And the Investor Minute: Kroger and Giant Eagle at $1.65B, Jersey Mike's filing to IPO, and The Zero Proof buying The New Bar. Sponsored by Avalara.

    14 min

  2. 3d ago

    Taylor Swift Got Married and Every Brand Crashed the Reception

    The Swift–Kelce wedding turned into a marketing free-for-all, and Rick and Jessica sort the brands that pulled it off from the ones that face-planted. The Knot circled Madison Square Garden with billboard trucks. A fake antique-shop ad about furniture rolling into the arena still racked up 11,000 likes. From there they get into Target finally waking up to the marketplace it's ignored for years, and Shopify's promise to clean up fake app-store reviews, which will probably sweep out a pile of legit ones too. Retail news with opinions attached. The Watson Weekly is sponsored by Avalara. It works with platforms like Shopify, BigCommerce, and WooCommerce, helping teams manage compliance faster and scale with confidence. Learn more at avalara.watsonweekly.com.

    22 min

  3. 5d ago

    The Different Storefront Is Dead: Shopify Design at the Enterprise

    The era of the weird, different storefront is over. On Shopify, design that converts beats design that surprises. That is the argument in the third and final episode of our Enterprise Shopify series. Rick Watson sits down with Elara Verret, Chief Digital and Customer Officer at Reitmans, and Isaac Newton, Co-Founder of Pattern (part of Domaine). Reitmans is a 100-year-old retailer with roughly 400 stores. It moved its flagship onto Shopify in under a year. Elara's own team had scoped that work at two to three years. The conversation stays specific. Why the enterprise case for Shopify is agility and focus rather than cost cutting. Where customization earns its keep and where it just leaves you a maintenance bill. What happens when merchants start editing the storefront in VS Code and someone has to ask, politely, to turn off their Sidekick access. And the plateau Isaac sees over and over: brands that grew fast three to five years ago, then watched a dozen copycats erase what made them different. Headless comes up. Both have opinions. The Big Green Bag Of Promise: Enterprise Shopify Webinar Series is sponsored by Avalara, Domaine, and Pattern. The Big Green Bag Of Promise: Enterprise Shopify Webinar Series is not sponsored by Shopify.

    29 min

  4. Jul 6

    July 6th, 2026: Shopify, Amazon, UPS, Walmart, FedEx and PayPal

    Every big commerce name put up growth in the first half of 2026. Rick's question is what it cost them. Shopify had its best quarter in years and passed $100 billion in GMV, though loan losses at Shopify Capital crept up over the same stretch. Amazon beat estimates and then turned around and spent $44.2 billion in three months on AI infrastructure. UPS is doing something stranger. It's shrinking revenue on purpose, walking away from Amazon volume and booking about $1.2 billion in separation costs to chase higher-margin work. Walmart's real growth engine now looks like advertising. FedEx spun off its freight business and is trying to pull a billion dollars of cost out of the network. And PayPal keeps moving more money while the profitable part of the business sits nearly flat. The Watson Weekly is sponsored by Avalara. It works with platforms like Shopify, BigCommerce, and WooCommerce, helping teams manage compliance faster and scale with confidence. Learn more at avalara.watsonweekly.com. None of that shows up in a headline growth number. Rick's case is that the cash flow does, and that it separates the companies actually getting healthier from the ones renting the look of it. #watsonweekly #shopify #amazon #ups #walmart #fedex #paypal

    15 min

  5. Jul 3

    The Bold and the Cold of 2026 So Far

    Half of 2026 is behind us. We went back through the first six months and split the big commerce and AI stories into two groups, the bold moves and the cold ones. Start with Anthropic. While the attention stayed on OpenAI, it kept its head down and aimed at one customer, the enterprise buyer. The Snowflake deal landed. Opus shipped over the holidays and picked up real developer momentum. Claude Code gave those developers somewhere to work that wasn't a browser tab. That's a company that knew what it was ignoring. The Watson Weekly Weekend episode is sponsored by Avalara. Its Agentic Tax and Compliance automates behind-the-scenes work for ecommerce brands, enabling accurate checkout tax calculation, clearer tariff and duty visibility, and fewer customer surprises. Avalara integrates with platforms like Shopify, BigCommerce, and WooCommerce. Learn more at avalara.watsonweekly.com Then Ryan Cohen. He aimed GameStop at eBay, took the board's rejection on the chin, raised his stake to 7.8%, and told anyone listening he wants to own it. Gutsy. The follow-through has been weaker than the opening move. The cold list is shorter and sadder. eBay's roughly $1.2 billion deal to buy Depop from Etsy is still sitting in regulatory review, and Depop sellers are already watching boost fees jump to 12% and wondering what the integration does to the rest. eBay does not have a great record of making acquisitions work. OpenAI, for its part, backed away from checkout. Commerce has a way of humbling anyone who thinks returns, fraud, and merchant-of-record rules are somebody else's problem.

    13 min

  6. Jul 1

    The Big Green Bag Of Promise: Unified Commerce Is a Data Strategy First

    Unified commerce is a data strategy first and a Shopify decision second. Rick Watson tests that idea with two operators who have lived it. In episode two of the Shopify roundtable series, Rick talks with Elara Verret, Chief Digital and Customer Officer of Reitmans and Max Rolon, CTO of Domaine, about what enterprise retail runs into on the way to unified commerce. They get into the back-end systems large retailers cannot rip out, the staging environment Shopify does not give them, and the BOPUS and promotion gaps that still need work at scale. There is a stack conversation too, covering where a PIM, a dedicated IMS, and orchestration tools earn their place. The panel keeps returning to one idea. The software is rarely what stalls a migration. The people are. The Big Green Bag Of Promise: Enterprise Shopify Webinar Series is sponsored by Avalara, Domaine, and Pattern. The Big Green Bag Of Promise: Enterprise Shopify Webinar Series is not sponsored by Shopify.

    31 min

  7. Jun 29

    June 29th, 2026: Papa John's and Instacart, Amazon Prime Day, FedEx Earnings, and Agentic Cannes

    This week on the Watson Weekly, four stories about who controls what you see and what you buy. Papa John's wanted to reach you the moment your fridge runs empty, so it bought the data to know when that happens. Instacart supplied it. The company confirms this is the first time it has handed first-party purchase data to a brand outside packaged goods, served on NBCU streaming inventory. The targeting is clever. The results do not exist yet. Amazon moved Prime Day to June for the first time since 2021. The stated reason is a crowded July. The real reason is a holiday Amazon never has to share. Adobe projected $26.3 billion in spending across the window, but CPI rose 4.2% in May and average order values fell 17%, with more shoppers reaching for buy now, pay later. Read that headline slowly. The Watson Weekly is sponsored by Avalara. It works with platforms like Shopify, BigCommerce, and WooCommerce, helping teams manage compliance faster and scale with confidence. Learn more at avalara.watsonweekly.com. FedEx grew revenue 13%. Strip out the fuel surcharge and adjusted operating income grew 3%, with margins down 70 basis points. The company spun off freight on June 1st at the bottom of its cycle and switched its fiscal calendar. The December report covers a seven-month stub year. Cannes sold agentic commerce for five days on the Riviera. Amazon launched agentic ads on Alexa. Retail media hit a number near $150 billion, according to the people selling it. Capability and intent were everywhere. Proof was not. Plus the Investor Minute: Redo, Orderful, Walmart's $1.4 billion move on Vibe, Tiger Finance and Glossier, and Bed Bath & Beyond buying a real estate platform. #watsonweekly #papajohnspizza #instacart #fedex #amazon #cannes

    15 min

  8. Jun 26

    Shopify Points Its Catalog at Amazon (and ChatGPT Sells Ads)

    Tourists flew in for the World Cup and went viral filming trips to Buc-ee's and Waffle House. Rick Watson and Jessica Lesesky unpack what that attention is actually worth, then move to two bigger bets. The Watson Weekly Weekend episode is sponsored by Avalara. Its Agentic Tax and Compliance automates behind-the-scenes work for ecommerce brands, enabling accurate checkout tax calculation, clearer tariff and duty visibility, and fewer customer surprises. Avalara integrates with platforms like Shopify, BigCommerce, and WooCommerce. Learn more at avalara.watsonweekly.com OpenAI is selling ChatGPT as an ad platform, with claims of 900 million weekly users and a target of a $100 billion ad business by 2030. The pitch is conversational intent. The problem is everything the older platforms already learned the hard way about guardrails, minors, and regulated categories. Then Shopify Editions Spring 2026, where the catalog is suddenly the whole strategy. Shopify wants to be the feed AI shopping agents read from, and Shop Pay is now available on any platform, anywhere. Rick makes the case that this is Shopify finally aiming at Amazon #watsonweekly #bucees #wafflehouse #worldcup #openai #shopify #ShopifyEditionsSpring2026

    28 min
See All (300)

5
out of 5
35 Ratings

About

Stop reading the headlines and start understanding the frameworks. The Watson Weekly is the premier resource for eCommerce executives, delivering sharp, independent strategy on the industry's most critical developments. Join 20-year veteran Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters to your business. Broadcasting three times a week: Mondays: Strategic deep dives into earnings, mergers, and market shifts. Wednesdays: Candid interviews with C-Suite luminaries and tech innovators. Fridays: Join the Watson Weekend for Spirited debates on controversial topics with co-host Jessica Lesesky. From AI implementation and marketplace dynamics to supply chain logistics and retail operations, we cover the entire commerce landscape. Whether you are a CEO, VP, or operator, this is your competitive advantage in audio form.

Information

You Might Also Like