Retail Rick Watson Retail Rick Watson

2025 Primer: It's a Walmart and Temu Economy, We Are Just Living In It

Explore how Walmart and Temu are shaping the retail landscape as we head into 2025. This article examines Walmart’s strategic positioning and Temu’s rapid growth amid economic uncertainty. Learn how these retail giants are influencing consumer behavior, market dynamics, and what it means for brands and investors in the evolving marketplace.

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Consulting Rick Watson Consulting Rick Watson

Envy is Part of the Trade-Down / Consolidation Economy

Explore how the trade-down phenomenon is reshaping B2B and B2C sectors, driving companies to adopt strategies outside their core competencies. Discover how envy and consolidation impact major players like Target, Walmart, and Amazon, and learn how businesses can navigate this shifting landscape by either doubling down on their unique value propositions or redefining their market approach.

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eCommerce Rick Watson eCommerce Rick Watson

Next Year Shopify GMV Will Reach 50% Amazon Third-Party GMV - What's Next?

Explore the future of eCommerce as Shopify's growth trajectory forecasts it surpassing Amazon's third-party Gross Merchandise Volume (GMV) by 2036 and potentially outpacing Amazon's total GMV by 2038. Discover the factors fueling Shopify's ascent, from strategic acquisitions to potential dominance in payment processing, and the challenges Amazon may face with emerging competitors like Shein and Temu. Join us as we delve into the transformative dynamics of the eCommerce landscape, highlighting the opportunities and challenges posed by these industry giants.

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