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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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.

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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.

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Retail Rick Watson Retail Rick Watson

Walmart In Talks to Buy Vizio TV - Not Clear It Will Work: "It's The Streaming Apps Stupid"

Walmart's potential acquisition of Vizio signals a foray into TV advertising, but challenges lie ahead. While access to Vizio's TV operating system opens new advertising avenues, Walmart faces stiff competition from industry leaders like Amazon and Google. The article explores the implications of this move and Walmart's strategy in navigating the complex landscape of advertising.

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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.

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Marketplaces Rick Watson Marketplaces Rick Watson

Instacart Sets Price for IPO: $9B Midpoint Valuation: Too Low?

In this article, we delve into Instacart's upcoming IPO and compare it to Doordash, analyzing revenue projections and market cap multiples. We explore the factors influencing Instacart's valuation and address concerns such as revenue concentration and increasing competition. Discover the key differences between these tech giants and what the cautious market sentiment means for investors.

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