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May 29, 2026

•

3 min read

Walmart: The Stores Are the Moat Now

And... Anthropic Raises Billions in Series H Funding, Target Hires an ex-Walmart Executive to Lead Supply Chain, and more

Rick Watson

Latest

Newsletters

What Storefront Next Means for Salesforce B2C Commerce

Rick Watson

•

May 27, 2026

Newsletters

Walmart's Q1: Great Headline, Honest Footnotes

Rick Watson

•

May 26, 2026

Newsletters

Everlane Sold to Shein. Let That Sink In. The Math Isn't Mathing

Rick Watson

•

May 22, 2026

Newsletters

Q1 Retail Scorecard: TJX Wins, Target Surprises, Lowe's Treads Water

Rick Watson

•

May 20, 2026

Newsletters

The Home Equity Tailwind Just Became a Consumer Stress Signal

Rick Watson

•

May 19, 2026

Newsletters

Everlane to Shein: The Moat That Wasn't

Rick Watson

•

May 18, 2026

Newsletters

Amazon Bet On Alexa. eBay Bet On Itself. Lululemon Bet On Nike

Rick Watson

•

May 15, 2026

Newsletters

Why Your Regional Marketplace Already Owes Tax in 12 States

Rick Watson

•

May 13, 2026

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NEWSLETTERS

May 29, 2026

Walmart: The Stores Are the Moat Now

And... Anthropic Raises Billions in Series H Funding, Target Hires an ex-Walmart Executive to Lead Supply Chain, and more

May 27, 2026

What Storefront Next Means for Salesforce B2C Commerce

And... Stord Raises Series F Funding, Global-e Acquires Passport, UniUni SPAC, FedEx To Spin-Off FedEx Freight, and More

May 26, 2026

Walmart's Q1: Great Headline, Honest Footnotes

And... Episode 1 of the Shopify Enterprise Series Is Next Week

May 22, 2026

Everlane Sold to Shein. Let That Sink In. The Math Isn't Mathing

And... Lee Jeans Sold To Authentic Brands Group, RADAR Raises Funding at $1B valuation, Marquee Brands Acquires Stake in Roberto Cavalli and more

EARNINGS & REPORTS

The Bankruptcy Exit, the Activist, and the Cloud Bills

Rick Watson

May 8, 2026

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

Rick Watson

Apr 13, 2026

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

Rick Watson

Mar 16, 2026

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

Rick Watson

Mar 4, 2026

WEBINARS

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

Rick Watson

May 12, 2026

Speaker Announcement: Private Storefronts, Shared Suppliers, One Compliance Nightmare

Rick Watson

Apr 17, 2026

Webinar: When Your Customer Is on a Roof, Your UX Problems Are Their Problems: Sponsor Announcement

Rick Watson

Apr 14, 2026

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

Feb 10, 2026

SUBSCRIBE TO WATSON WEEKLY

THE LATEST WATSON WEEKLY YOUTUBE VIDEOS

Walmart: The Stores Are the Moat Now

Latest

What Storefront Next Means for Salesforce B2C Commerce

Walmart's Q1: Great Headline, Honest Footnotes

Everlane Sold to Shein. Let That Sink In. The Math Isn't Mathing

Q1 Retail Scorecard: TJX Wins, Target Surprises, Lowe's Treads Water

The Home Equity Tailwind Just Became a Consumer Stress Signal

Everlane to Shein: The Moat That Wasn't

Amazon Bet On Alexa. eBay Bet On Itself. Lululemon Bet On Nike

Why Your Regional Marketplace Already Owes Tax in 12 States

SUBSCRIBE TO WATSON WEEKLY NEWSLETTER

NEWSLETTERS

Walmart: The Stores Are the Moat Now

What Storefront Next Means for Salesforce B2C Commerce

Walmart's Q1: Great Headline, Honest Footnotes

Everlane Sold to Shein. Let That Sink In. The Math Isn't Mathing

LATEST YOUTUBE WATSON WEEKLY SHORTS

EARNINGS & REPORTS

The Bankruptcy Exit, the Activist, and the Cloud Bills

Andy Jassy Tells Us Where Amazon Is Headed, Eko Builds What Agents Can't

The Consumer Wallet Reset Happening Between Amazon and Walmart and Nike's PR spin

The Q4 Earnings Call Stories and Who and What is Going On In the Home Improvement Sector?

WEBINARS

The Big Green Bag Of Promise: Enterprise Shopify Webinar Series

Speaker Announcement: Private Storefronts, Shared Suppliers, One Compliance Nightmare

Webinar: When Your Customer Is on a Roof, Your UX Problems Are Their Problems: Sponsor Announcement

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

WATSON WEEKLY NEWSLETTER