The Watson Weekly: eCommerce Strategy & News
317 episodes — Page 4 of 7
November 18th, 2024: Shopify reported Q3 2024 earnings, Klaviyo reports even better Q3 earnings, new RMW Commerce event being held in January, and BigCommerce trying to escape the Alabama mud like My Cousin Vinny
Nov 18, 202418 min
November 11th, 2024: Amazon reports great Q3 2024 earnings, Children's Place partnership with Shein could be genius, the state of SaaS venture capital valuations, and AI platforms looking to challenge every software category
Nov 11, 202417 min
November 4th, 2024: CEO merry-go-round continues, Paypal earnings report show progress and challenges, UPS releases Q3 earnings, and everyone in retail copying everyone else
Nov 4, 202418 min
October 28th, 2024: Is 2024 the Generative AI holiday? Amazon's new low cost store concept might as well be called "Off-Prime", is 2025 the year bad eCommerce content officially dies? And BigCommerce expands its leadership team
Oct 28, 202415 min
October 21st, 2024: Optimization will be the watchword in 2025, OpenStore pivoting into Helpdesk Software, Walmart appoints Seth Dellaire as Chief Growth Officer, and new report shows Unicorns lack exit options
Oct 21, 202414 min
October 14th, 2024: Holiday season preview, what’s happening with Shop Promise? Former Amazon leader Dave Clark raises $100M for Auger and marketplaces like eBay are dropping their fees
Oct 14, 202415 min
October 7th, 2024: Lightspeed exploring strategic alternatives, Loop creates offset return feature, CVS conducting a strategic review, and Travis Hess named new BigCommerce CEO
Oct 7, 202417 min
September 30th, 2024: John Donahoe steps down from Nike, Amazon introduces new supply chain service, what’s going on with the retail job market? And the fight over de minimis and how this will end
Sep 30, 202416 min
September 23rd, 2024: Shopify’s progress in the enterprise market, Biden White House makes de minimis announcement, Amazon’s return to office memo code for layoffs, and Salesforce makes several release announcements at Dreamforce - or does it?
Sep 23, 202418 min
September 16th, 2024: What is going on with Bolt, Walmart and StockX partner up, Bankrate holiday consumer survey results, creating the perfect board presentation
Sep 16, 202411 min
September 9th, 2024: Walmart Marketplace expands services for sellers, a few notes on planning, Paul Graham’s “Founder Mode” essay, and Temu starting to recruit US brands
Sep 9, 202412 min
September 2nd, 2024: BigCommerce looks like it’s not selling, Shopify hires a new Chief Technology Officer, why technology is not a business differentiator for brands, and are layoffs the order of the day in eCommerce?
Sep 2, 202416 min
We'll be back next week!
Aug 26, 20240 min
August 19th, 2024: Salesforce acquires POS platform PredictSpring, Amazon announces new peak season fulfillment policies, Ace Hardware plots a new stores strategy and TikTok, and Temu founder shopping like a billionaire
Aug 19, 202415 min
August 12th, 2024: Amazon reports Q2 earnings, Allbirds reports financial results, Amazon signs deal with Pinterest and TikTok, and Shopify crushes its earnings
Aug 12, 202415 min
August 5th, 2024: Companies are trading down talent, top items from Paypal’s Q2 2024 earnings call, designer brand Prada posts revenue gains, and Temu announcements signal a company shift
Aug 5, 202410 min
July 29th, 2024: UPS reports Q2 earnings, Google not ending cookies after all, Amazon Prime Day roundup, and new marketplace whitepaper released
Jul 29, 202411 min
July 22nd, 2024: Amazon Prime Day expected to hit records in 2024, Commercetools announces CEO transition, the importance of reputation in eCommerce, and eCommerce sales will hit $1T this year
Jul 22, 202414 min
July 15th, 2024: Saks acquires Neiman Marcus Group, speaking about personalization at The Lead Event in NYC, Nike is struggling trying to be a tech company, and Amazon previews direct from China program
Jul 15, 202413 min
We'll be back next week!
Jul 8, 20240 min
July 1st, 2024: Target reshuffles its leadership team and Shopify releases summer editions
Jul 1, 202421 min
June 24th, 2024: CMACH 3 event in New York City recap, May retail sales data released, Beyond loses a CEO, and Instacart expands retail media into Youtube
Jun 24, 202413 min
June 17th, 2024: Could Amazon deliver the mail? Costco expanding its ad network, McKinsey state of the consumer 2024 report, and Loop and Happy Returns partner up
Jun 17, 202414 min
June 10th, 2024: Amazon Buy with Prime off to a slow start, Shein launches Shein Exchange Resale Program in UK and Europe, eBay expands its consignment service, and a call to action for brands
Jun 10, 202415 min
June 3rd, 2024: Paypal is building an ads platform, TJMaxx not afraid of Temu and Shein, BigCommerce getting serious about its partner ecosystem, and Amazon growing its share of retail
Jun 3, 202411 min
May 27th, 2024: Target earnings indicate big trouble, Macy’s provides preview into restructuring, Salesforce unveils new Einstein features, and Walmart earnings stand out
May 27, 202414 min
May 20th, 2024: Amazon AWS CEO to step down, Home Depot earnings disappoint, Shein rejected from NRF membership, and Shopify acquires Peel Analytics founders
May 20, 202416 min
May 13th, 2024: The Fall and Fall of Peloton, Forrester's Wave Report, and Digital Evolution
May 13, 20247 min
May 6th, 2024: Amazon reports terrific Q1 2024 earnings, Nordstrom launches its marketplace, Paypal earnings reflects life in the slow lane, and UPS to power Shein returns in Forever 21 stores
May 6, 202417 min
April 29th, 2024: Paypal’s coming battle with Shopify, Nike’s failures highlight leadership issues, UPS Q1 2024 earnings shows continued decline, and SaaS growth down from 2022 highs
Apr 29, 202415 min
April 22nd, 2024: Confusing economic signals in 2024, Shein faces new class action lawsuit, GoPuff partners with Shopify to help CPG brands, and Macy’s kicks off its store closings
Apr 22, 202414 min
April 15th, 2024: AllBirds gets Nasdaq delisting warning, Revenue and profit at TikTok’s ownership growing, Andy Jassy releases annual shareholder letter, and Inventory and cashflow key to the future of retail
Apr 15, 202418 min
April 8th, 2024: UPS wins US Postal contract from FedEx, Beyond.com has a new vision, Home Depot acquires SRS distribution, and Amazon removes Just Walk Out From its Amazon Fresh stores
Apr 8, 202416 min
April 1st, 2024: UPS announces new initiatives in Analyst Day, Canada Goose announces shakeup, Shein's supply chain as a service initiative a "Pearl Harbor" moment for retailers, and Commercetools releases a company update
Apr 1, 202416 min
March 25th, 2024: Shoptalk 2024 recap, Nordstrom could be taken private, Temu’s owner PDD doubles annual profit, and Google launches retail media beta
Mar 25, 202412 min
March 18th, 2024: The end of the free shipping era is greatly exaggerated, software as a service keeps getting harder, American Eagle’s logistics capitulation ends the pandemic logistics fever dream, and Shopify at Morgan Stanley tech conference 2024 takeaways
Mar 18, 202417 min
March 11th, 2024: Key learnings on Temu from recent report, Klaviyo launches a professional services offering, Amazon launching mini Whole Foods in New York City, and Target reports Q4 earnings
Mar 11, 202416 min
March 4th, 2024: Shopify GMV closing in on Amazon, Macy’s announces a new vision, Amazon aggregator Thrasio declares bankruptcy, and Klaviyo reports 2023 Q4 earnings
Mar 4, 202418 min
February 26th, 2024: Walmart’s Q4 earnings release, Bed Bath and Beyond and Overstock name new CEOs, Macy’s in a battle with investors, and what are UPS and FedEx telling us about the economy?
Feb 26, 202413 min
February 19th, 2024: Shopify reports Q4 2023 earnings, Target has a new strategy: Become Tar-Mu, Walmart may be Looking to buy TV maker Vizio, and celebrating the 5th Anniversary of RMW Commerce
Feb 19, 202417 min
February 12th, 2024: Our recap of January 2024 eCommerce news, Amazon releases their Q4 2023 earnings report, footwear brand New Balance adds a resale marketplace and RMW Commerce’s 2024 Outlook
Feb 12, 202415 min
December 25th, 2023: Special Announcement
Dec 25, 20230 min
December 18th, 2023: Macy’s gets a buyout offer, recap from Amazon CEO Andy Jassy on CNBC, CommerceHub makes an acquisition and rebrands as Rithum, and Zulily files lawsuit against Amazon
Dec 18, 202314 min
December 11th, 2023: Shopify Investor Day recap, replatforming has slowed down significantly, Amazon restructures its seller fees, and Neiman Marcus rejects Saks takeover bid
Dec 11, 202313 min
December 4th, 2023: Our Black Friday Cyber Monday wrap up, Shein files for IPO, Amazon becomes the biggest delivery business in the US, and Kohl’s decides eCommerce is not for them
Dec 4, 202312 min
November 27th, 2023: Walmart earning updates, OpenAI explodes, Thrasio’s bankruptcy, and what I’m thankful for!
Nov 27, 202312 min
November 20th, 2023: Target Q3 2023 earnings surprise, Shopify’s recent outage, Update on Amazon Fresh, and my 2024 outlook
Nov 20, 202315 min
November 13th, 2023: Interview with Dhruv Saxena, CEO of ShipBob: Fulfillment Accelerator
Nov 13, 202338 min
November 6th, 2023: UPS reports bad Q3 2023 earnings, Amazon smashes their Q3 2023 earnings, what everyone gets wrong about platform decisions, and Omnicom Group acquires Flywheel Digital
Nov 6, 202314 min
October 30th, 2023: HomeGoods shuts down their eCommerce platform, Overstock changes its name to Beyond, can we tap the brakes on the TikTok and Amazon comparisons? And update on retail inventory heading into the holidays
Oct 30, 202312 min