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The Strategy and News You Need to Lead in eCommerce

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The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

Feb 27, 2026

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9 min read

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

And... Zuckerberg is creating this version of Jobs' famous "reality distortion." Vendors are back sending inventory to Saks Global, and Sam Altman now talks 2030 to investors

Rick Watson

Latest

FedEx Envision Summit: AI in Supply Chain Keynote

Speaking Engagements

FedEx Envision Summit: AI in Supply Chain Keynote

Rick Watson

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Feb 27, 2026

FedEx's $98B By 2030 Moment and is Salesforce Playing Offense or Defense?

Newsletters

FedEx's $98B By 2030 Moment and is Salesforce Playing Offense or Defense?

Rick Watson

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Feb 26, 2026

Marketplace Briefing: Why Shopify believes ‘no one is better positioned to lead’ in the AI shopping era

Press

Marketplace Briefing: Why Shopify believes ‘no one is better positioned to lead’ in the AI shopping era

Rick Watson

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Feb 25, 2026

Newsletters

The Media First Brand Playbook, Amazon’s Fortune 1 Takeover, and the Inventory Death Spiral

Rick Watson

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Feb 25, 2026

Walmart’s Trillion-Dollar Flex, the Section 122 Pivot, and the "Goliath Paradox"

Newsletters

Walmart’s Trillion-Dollar Flex, the Section 122 Pivot, and the "Goliath Paradox"

Rick Watson

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Feb 24, 2026

The $1.2B Depop Rescue, Etsy’s "Agentic" Pivot, and the Retail Earnings Gauntlet

Newsletters

The $1.2B Depop Rescue, Etsy’s "Agentic" Pivot, and the Retail Earnings Gauntlet

Rick Watson

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Feb 23, 2026

The Trillion-Dollar Blue Vest, the Saks Chapter 11, and the End of "T-Shirt" Logistics

Newsletters

The Trillion-Dollar Blue Vest, the Saks Chapter 11, and the End of "T-Shirt" Logistics

Rick Watson

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Feb 20, 2026

The Intoxicated Graduate, the $9.2B Locker Land Grab, and AI Recommendation Poisoning

Newsletters

The Intoxicated Graduate, the $9.2B Locker Land Grab, and AI Recommendation Poisoning

Rick Watson

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Feb 18, 2026

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NEWSLETTERS

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

Feb 27, 2026

The Ship Without A Captain, Tariffs Redux, Walmart Owns 72% of Grocery

And... Zuckerberg is creating this version of Jobs' famous "reality distortion." Vendors are back sending inventory to Saks Global, and Sam Altman now talks 2030 to investors

FedEx's $98B By 2030 Moment and is Salesforce Playing Offense or Defense?

Feb 26, 2026

FedEx's $98B By 2030 Moment and is Salesforce Playing Offense or Defense?

Bloomreach announces AI-driven ARR, Mirakl shares its 2025 look-back, and Profound raises $$ for AI marketing.

Feb 25, 2026

The Media First Brand Playbook, Amazon’s Fortune 1 Takeover, and the Inventory Death Spiral

And... why BattlBox employs more creators than marketers, Bob’s Discount Furniture hits the NYSE, and Amazon officially unseats Walmart as the largest U.S. company.

Walmart’s Trillion-Dollar Flex, the Section 122 Pivot, and the "Goliath Paradox"

Feb 24, 2026

Walmart’s Trillion-Dollar Flex, the Section 122 Pivot, and the "Goliath Paradox"

And... why 50% of Amazon’s GMV comes from just 1.6% of sellers, Aritzia’s Fred Segal acquisition, and Walmart’s 30-minute delivery obsession.

EARNINGS & REPORTS

Shopify Winter Editions: DaVinci or AI Hallucination?

Shopify Winter Editions: DaVinci or AI Hallucination?

Dec 11, 2025

Target ChatGPT App Not Going to Save Them

Target ChatGPT App Not Going to Save Them

Nov 21, 2025

Walmart WOW 👀 Q3 FY 2026 Earnings

Walmart WOW 👀 Q3 FY 2026 Earnings

Nov 20, 2025

WEBINARS

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

Webinar: The 2026 Retail Reckoning: Analyzing Earnings for Amazon, Walmart, Shopify, UPS, & PayPal

Feb 10, 2026

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Watson Weekly NRF Recap: Agentic Hype and Complications with Rick and Nick

Jan 16, 2026

The final debate drops tomorrow December 17th at 12 PM ET

The final debate drops tomorrow December 17th at 12 PM ET

Dec 16, 2025

Debate #6 drops Tomorrow, November 18th: When does the customer really enter the decision process?

Debate #6 drops Tomorrow, November 18th: When does the customer really enter the decision process?

Nov 18, 2025