Retail Rick Watson Retail Rick Watson

Walmart Tells Chinese Suppliers to Pound Sand - Reduce Prices or Else

Walmart shifts tariff burden to Chinese suppliers, demanding price cuts up to 10% regardless of tariff increases. This hard-line stance continues Walmart's long-standing "Everyday Low Prices" strategy of supplier pressure. Rather than boosting American manufacturing, expect production to simply shift to other low-cost countries as suppliers adapt to avoid the squeeze.

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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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