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Sephora at Kohl's Was an Access Play. The Access Is Gone

Aug 26, 2026

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3 min read

Sephora at Kohl's Was an Access Play. The Access Is Gone

Kohl's beauty business fell 4% in a quarter when the beauty category grew 7%. That eleven-point gap is the whole story.

Rick Watson

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Newsletters

Sephora at Kohl's Was an Access Play. The Access Is Gone

Rick Watson

•

Aug 26, 2026

Newsletters

Walmart Told Analysts Not to Look at This Quarter

Rick Watson

•

Aug 25, 2026

Spirit Airlines Is Gone. Its Email Is at Google

Rick Watson

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Aug 24, 2026

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Watson Live! The Retail AI Debates at RetailClub Presented by KIBO Commerce

Rick Watson

•

Aug 24, 2026

Newsletters

Stripe Brought a PE Firm to Buy PayPal

Rick Watson

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Aug 21, 2026

Newsletters

KIBO's CEO Is Not Selling You Autonomous Order Routing

Rick Watson

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Aug 19, 2026

Newsletters

Home Depot's Growth Came From Prices, Not Transactions

Rick Watson

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Aug 18, 2026

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Technology Decisions in the Agentic Era

Rick Watson

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Aug 17, 2026

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NEWSLETTERS

Aug 26, 2026

Sephora at Kohl's Was an Access Play. The Access Is Gone

Kohl's beauty business fell 4% in a quarter when the beauty category grew 7%. That eleven-point gap is the whole story.

Aug 25, 2026

Walmart Told Analysts Not to Look at This Quarter

Twice on Walmart's Q2 call, the CFO asked analysts to stop evaluating the quarter he was presenting.

Aug 24, 2026

Watson Live! The Retail AI Debates at RetailClub Presented by KIBO Commerce

3 AI debates. One room. Every answer on the record — no hedging allowed.

Aug 21, 2026

Stripe Brought a PE Firm to Buy PayPal

Stripe doesn't need a partner for a deal this size. That it brought one anyway tells you exactly what it thinks PayPal is worth, and more

Read all

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EARNINGS & REPORTS

Sephora at Kohl's Was an Access Play. The Access Is Gone

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Aug 26, 2026

Walmart Told Analysts Not to Look at This Quarter

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Home Depot's Growth Came From Prices, Not Transactions

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The Last Organic Surface on a Product Page Just Became Inventory

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