Retail Rick Watson Retail Rick Watson

Target Earnings: Management Team Has Overstayed Their Welcome

Explore Target's disappointing Q1 FY2025 earnings, revealing significant struggles in eCommerce growth and overall sales compared to Walmart. Discover how price cuts, discretionary spending, and grocery sales are impacting their performance. Understand why Target's high cost structure and slow adaptability are causing concerns, and learn why the management team may need a change. Get insights into the challenges and potential future of this retail giant.

Read More
Retail Rick Watson Retail Rick Watson

Walmart Earnings: Tem-who? Amaz-who? Get Behind the Retail Leader

Explore Walmart's impressive Q1 FY2025 earnings, with key highlights including 3.8% comparable store sales growth, a 12.9% rise in operating income, and a 22% surge in eCommerce. Learn how new business ventures like ads, memberships, and data contributed significantly to their success. Discover strategic lessons for investing in higher margin activities and understanding true growth metrics.

Read More
SaaS Rick Watson SaaS Rick Watson

Klaviyo Earnings and Future: Shopify’s Mid-Market E-mail/SMS Automation Tool

From Klaviyo's latest earnings, we've distilled four key takeaways. Notably, there's been significant growth in the mid-market segment, with an 80% increase in customers paying over $50k/year, totaling 143k customers. However, pressure on gross margins, a declining revenue growth forecast for 2024, and concerns regarding non-GAAP measures raise questions about the company's trajectory. Looking ahead, Klaviyo's potential expansion into CRM territory, particularly tailored for Shopify, may shape its future amidst a competitive landscape.

Read More
eCommerce Rick Watson eCommerce Rick Watson

I'm Baaaaaaaaackkkkkk - Hot Takes From January

Readers can expect an engaging and insightful breakdown of recent developments and hot topics in the world of commerce and technology. From the latest moves by industry giants like Shopify, Amazon, and Walmart to the struggles and triumphs of retail titans such as H&M and Macy's, this article offers a comprehensive overview of the ever-evolving landscape.

Read More