Watson Weekly

The Watson Weekly: eCommerce Strategy & News

Business EN ↓ 300 episodes

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 deba...

Author

Watson Weekly

Category

Business

Podcast website

www.watsonweekly.com

Latest episode

Jul 10, 2026

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Episodes

February 7th, 2022: The Washington State Attorney General investigation and Amazon, UPS 2021 Q4 earnings, Glossier’s recent layoffs, and declines at Bed, Bath, and Beyond 07.02.2022

It’s February 7th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Washington State Attorney General investigation shuts down Amazon price fixing program UPS 2021 Q4 earnings highlights their focus on revenue quality Glossier’s CEO learned a hard lesson in technology decision-making as it lays off 80 employees Recent declines at Bed, Bath...

January 31st, 2022: Amazon’s New ‘Style” Department Store Concept, Gopuff’s First Private Label Line, Walmart’s Plans for GoLocal, and the Latest on Shopify 31.01.2022

It’s January 31st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Amazon's New "Style" Department Store Concept Kicks Sand In the Face of Investors Who Think Retail Innovation is Dead Gopuff Launches its First Private Label Line How Walmart GoLocal Plans to Stand out Among Delivery Businesses Shopify Fulfillment Seems to be Going Nowhere FasAud...

January 24th, 2022: Toyota and Amazon launch Amazon Parts Store, 2022 Supply Chain Issues, Online Grocery Sales of Alcohol, and Kohl’s Investor Macellum Capital 24.01.2022

It’s January 24th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Toyota and Amazon launch new Amazon Parts Store in the UK 2022 supply chain issues are looking remarkably similar to 2021 Online grocery sales of alcohol to reach almost $2 Billion this year according to new report Kohl’s investor Macellum Capital wants to burn the company...

January 17th, 2022: Reactions to Shopify’s App Store Changes, Accenture’s Predictions About Social Commerce, Walmart Expands In-Home Delivery, and IKEA’s Price Changes 17.01.2022

It’s January 17th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Shopify’s app store changes have some developers upset, but there’s really nothing to see here Accenture predicts social commerce will grow three times faster than eCommerce. Will you let Walmart into your garage?  Its In-Home Delivery to expand to 30 million US...

January 10th, 2022: Walmart leads in click and collect and curbside orders, Amazon’s potential web stores product, Fanatics buys Topps trading card business, and the U.S. retail sales growth 10.01.2022

It’s January 10th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Walmart drove 25% of click and collect and curbside orders in 2021 Could Amazon build a new web stores product in the coming years? Fanatics is buying Topps trading card business in a nod to the digital future Mastercard report shows U.S. retail sales grew 8.5% in November and De...

January 3rd, 2021: Top 5 stories of 2021! 03.01.2022

It’s January 3rd, 2022  and this is the Watson Weekly - your essential eCommerce Digest! Today on our show we’re going to do something a little bit different and review 2021’s top 5  stories, as seen by my LinkedIn feed:   Number 5.  Supply Chain Crisis hits everyone hard. Number 4.  Retail Stores strike back Number 3.  Are Target and Walmart the New...

December 27th, 2021: A New Consumer Probe, Nordstrom's Off-Price Rack Business, McDonald's Sells Software to Mastercard, and Shopify's New Board Member 27.12.2021

It’s December 27th, 2021 and this is the Watson Weekly - your essential eCommerce Digest! Today on our show: Could a new consumer probe blunt the rise of buy now pay later? Nordstrom is looking to split its off-price Rack business McDonald’s sells software provider Dynamic Yield to Mastercard in a warning to both retailers and technology companies Shopify board adds Instacart’s C...

December 20th, 2021: Meta and Shopify, Carolyn Everson’s early departure, new marketplaces, and buy now, pay later in 2022 20.12.2021

It’s December 20th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Is Meta Taking Aim at Shopify? Instacart’s President Carolyn Everson Departs After Just 3 Months What’s With All the New Marketplaces? What Does 2022 Have In Store for Buy Now, Pay Later? And the Investor Minute which contains five items this week from the world of v...

December 13th, 2021: Amazon’s profitability, activist investors and Kohl’s, Allbirds Q3 losses, and the state of the supply chain issue 13.12.2021

It’s December 13th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Is Amazon Fooling the Market About Its Profitability? Kohl’s Is Next Up In a Long Line of Retailers Targeted by Activist Investors Allbirds’ Q3 Losses Prompt Debate Over Its Future Supply Chain Issues Will Take Longer To Sort Out Than Many Expect And the Investor Min...

December 6th, 2021: PopSugar partners with Target, Amazon’s sales soar, the Metaverse, and Amazon’s third-party logistics market. 06.12.2021

It’s December 6th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  PopSugar partners with Target for new fitness line Cyber Monday sales drop but Amazon’s sales soar What’s really going on with the Metaverse? Is Amazon already king of the third-party logistics market? And the Investor Minute which contains four items this week from t...

December 1st, 2021: Commercetools’ New Acquisition, Cyber Week, UPS and FedEx Holiday Crunch, and Nike Invests in the Metaverse 01.12.2021

It’s December 1st, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  eCommerce Platform Commercetools Takes Aim at the Mid-Market with a New Acquisition Tracking the Cyber Week Winners and Losers UPS and FedEx Looking Good for the Holiday Crunch Nike Invests in the Metaverse with a Roblox Partnership And the Investor Minute which contains five ite...

November 22nd, 2021: Shopify’s Hydrogen Custom Storefront Framework, Walmart’s Q3 Earnings, Amazon’s New Payment Options, and Target Continues Great Operational Execution 22.11.2021

It’s November 22nd, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Shopify releases its hydrogen custom storefront framework - but more is needed Walmart’s Q3 earnings highlight its grocery gains Amazon introduces new payment options and delivers an ultimatum to Visa in the UK Target continues great operational execution triggered by grow...

November 15th, 2021: Saks eCommerce split, Square and the future of currency and payment, the status of livestreaming in the U.S., and American Eagle Outfitters acquires logistics capabilities 15.11.2021

It’s November 15th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Saks eCommerce split sounds worse every day: What makes it so bad? Square stakes its claim on the future of currency and payments What’s the status of livestreaming in the United States? Retailer American Eagle Outfitters continues to acquire logistics capabilities - shoul...

November 8th, 2021: Supply Constraints Slow Down Advertising, Bed Bath & Beyond Signs With Kroger, Amazon’s Challenging Earnings, and Shopify’s Fulfillment Strategy 08.11.2021

It’s November 8th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Advertising is slowing down with supply constraints Bed Bath & Beyond signs a big partnership with Kroger Amazon has surprisingly challenging earnings Shopify’s fulfillment strategy remains a mystery   And the Investor Minute which contains five items this week fro...

November 1st, 2021: Poshmark’s Brand Closet Program, Mailchimp and Shopify, UPS Earnings, and Amazon Launches an In-Store Pickup Option 01.11.2021

It’s November 1st, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Poshmark launches a new brand closet program to cozy up to big brands. Mailchimp and Shopify kiss and make up. UPS earnings highlight volume and profit growth. Amazon launches an in-store pickup option for marketplace sellers. And the Investor Minute which contains five items thi...

October 25th, 2021: J.B. Hunt’s shipping costs, instant delivery startups, Instacart acquires Caper, and shoppers may spend more this holiday season. 25.10.2021

It’s October 25th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Transportation company J.B. Hunt looks for shipping costs to keep rising through 2022. Are instant delivery startups the new investment bubble? Instacart’s new acquisition Caper means it’s still searching for its next act. New data suggests that shoppers may spend mor...

October 18th, 2021: Macy’s eCommerce business, Michael’s eCommerce marketplace, Thrasio delays SPAC deal, and the port delays prompt big-company workarounds. 18.10.2021

It’s October 18th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Will Macy’s be forced to spin off its eCommerce business? Arts and crafts chain store, Michael’s, looks to launch its own eCommerce marketplace. Amazon aggregator, Thrasio, delays SPAC deal as executives exit. Port delays prompt big-company workarounds and government...

October 11th, 2021: Amazon and Target get a head start on the holidays, Google updates its eCommerce strategy, Home Depot signs up with Walmart GoLocal, and Rent the Runway files for IPO 11.10.2021

It’s October 11th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  The holidays are starting early this year at Amazon and Target. Google is looking to update its eCommerce strategy, but is it enough? Home Depot signs up with Walmart GoLocal for same day delivery. Rent the Runway files for IPO, but the road ahead looks difficult. And the Investo...

October 4th, 2021: Amazon’s fall showcase, Bloomingdale’s new Bloomie stores, Content Play from Pinterest and Albertsons, and an IOU Christmas? 04.10.2021

It’s October 4th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Amazon’s fall product event showcases its creativity. What do Bloomingdale’s new Bloomie stores add to the new small-format retail trend? Pinterest and Albertsons hook up in an interesting content play. Is the eCommerce world headed for an “IOU Christmas”?&...

September 27th, 2021: Chewy’s new marketplace for veterinarians, Kroger doubles down on Instacart, Shopify expands its cross-border services, and FedEx’s first quarter 2022 27.09.2021

It’s September 27th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:    And the Investor Minute which contains six items this week from the world of venture capital, acquisitions, and IPOs. For more news from Rick, check out:  https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/  

September 20th, 2021: Shopify, Big Boxes, Malls, and Mailchimp 20.09.2021

It’s September 20th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Shopify invests in marketing provider Yotpo Top Amazon seller Packable looks to go public via reverse merger Are Walmart and Target the biggest beneficiaries of the decline of malls in America? Intuit’s acquisition of marketing provider Mailchimp continues its move into e...

September 13th, 2021: Disney’s Retail Locations, Companies on a Potential Collision Course, Amazon’s Growing Interest in Planes, and the Future of Instacart 13.09.2021

It’s September 13th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Disney is closing virtually all of its retail locations Are Square, Paypal and Shopify on a collision course? Amazon keeps investing more and more in planes Is Instacart nervous about its future? The Investor Minute which contains 5 items this week from the world of venture cap...

September 7th, 2021: The Buy Now, Pay Later Space, CPG Brands are Testing eCommerce, The State of the Global Supply Chain, and The Investor Minute! 07.09.2021

It’s September 7th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  The Buy Now, Pay Later space continues to heat up with Affirm and Afterpay news. Two leading CPG brands are testing eCommerce. The entire global supply chain is in the trash can, but that trash is actually a treasure for off-price retail. Finally, we have The Investor Minute whi...

August 30th, 2021: Macy's Turnaround Strategy, Walmart’s Delivery Service, Urban Outfitters, Amazon’s Investment in Department Stores, and the Investor Minute! 30.08.2021

It’s August 30th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest! Today on the show:  Is Macy’s turnaround strategy working? Walmart is launching a local delivery service. Urban Outfitters is launching a second-hand clothing marketplace. Why is Amazon Investing in Department Stores? The Investor Minute!  For more news from Rick, check out:  https://...

August 23rd, 2021: Wish.com, Walmart and Target’s Q2 Earnings, Instacart, and introducing The Investor Minute! 23.08.2021

It’s August 23rd, 2021 and this is the Watson Weekly - your essential eCommerce Digest! Today on the show:  Is the Wish.com marketplace in a death spiral? Walmart’s Q2 earnings highlight the continued growth of digital & eCommerce Target’s shows leverage in its model in its own Q2 earnings call, including faster growth than Walmart. What’s happening at Instacart &m...

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