Marketplaces Rick Watson Marketplaces Rick Watson

Which Platforms Are Most Threatened by TikTok?

Prepare to dive into TikTok's expansion into eCommerce and its potential impact on tech giants. We assess who's highly threatened, moderately concerned, or relatively secure in the face of TikTok's ambitions. From Google's search dominance to Shopify's stronghold, this article dissects the evolving competitive landscape.

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Supply Chain Rick Watson Supply Chain Rick Watson

Supply Chain By Amazon Launches: Be Afraid, Be Very Afraid

In this insightful article, we dissect Amazon's Supply Chain by Amazon (SCA) initiative, an innovative blend of logistics and technology. Explore SCA's core objectives, historical context, and the extensive capabilities it offers. Discover why trust in Amazon's logistics prowess could be the next big thing, and what it takes for SCA to succeed.

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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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Retail Rick Watson Retail Rick Watson

One Key Takeaway About the Upcoming Retail Holiday Season

Get ready for the holiday shopping season with insights on consumer behavior and strategic guidance for brands and retailers. In this article, we explore key trends in consumer behavior, including a focus on value, the impact on the home improvement category, and concerns about credit card delinquencies.

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