
Subscribe to My Newsletter

Subscribe
Marketplaces have ever-shifting dynamics. Supply chains get disrupted. Cross-border commerce comes with cross-border confusion. How do you stay on top, and, how can you think differently about it?
Newsletter Archives
Here are a few items that have appeared in some of my previous newsletters:
Software company CEOs: Is your business ready for the shift to Agentic AI? Join our new content series to explore practical strategies for product development, sales, and company structure in the age of AI.
Is your organizational structure holding you back? This article reveals why "best practices" don't exist and how the Peter Principle can undermine success. Learn the key questions to ask to improve your org design and fix problems.
Is a chatbot in your store the answer? Discover why an in-store robot might not be the best idea and how a personal AI agent could be the real future of retail. Learn the biggest opportunity for agentic AI and LLMs in physical shopping.
Walmart's untapped goldmine: Discover how retail media, thriving eCommerce profitability, and strategic acquisitions are driving Walmart's massive growth. Learn key insights on inventory, tariffs, and the future of retail advertising.
Temu’s collapse may be faster than expected—58% drop in users, slashed ad spend, and a death spiral in motion. What’s next for the discount juggernaut?
OpenAI’s bet on hardware isn’t just flashy—it’s essential. Why context, collaboration, and delivery may define the next era of artificial intelligence.
UPS Q1 2025 earnings reveal how SMBs are taking the brunt of tariff impacts while UPS aggressively pivots post-Amazon. Strategic cost-cutting and network changes hint at a company in full transformation mode.
A look inside the MACH Composable Conference in Chicago: U.S. tech projects are frozen, Europe is heating up, and MACH's community-driven approach continues to spark debate in the enterprise architecture world.
Walmart's recent Investor Day revealed challenges and insights, particularly about eCommerce, tariffs, and their future strategy. With over two-thirds of inventory sourced domestically, Walmart navigates the uncertain global landscape. Find out how the company plans to play offense amid the challenges.
2025 could be the most challenging year for consumer brands since 2008—but also the most transformative. Rick Watson breaks down three key business situations and why bold change might be the only way forward.
In 2025, consumer behavior is shifting fast—from confident to cautious. Rick Watson unpacks signals from Walmart, Lululemon, and more to understand what lies ahead for the economy and eCommerce
The best job decisions of my career hinged on a single criterion: how a company handles its interview process. When choosing between Microsoft and an unknown startup, I discovered that thoughtful hiring practices signal a company's true quality. Learn how judging a company's interview process can lead to working with exceptional teams and products, regardless of brand recognition.
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.
Amazon reports strong Q2 earnings, but analysts question AWS growth and margins. Dive into the key highlights, challenges, and Amazon's bold claim that AI is the biggest tech shift of our lifetime.