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?
Each month, Rick Watson’s What's Next newsletter will dive deep into a specific topic and forecast what’s next.
Newsletter Archives
Here are a few items that have appeared in some of my previous newsletters:
This article explores BigCommerce's leadership evolution under CEO Travis Hess, focusing on the strategic appointments of trusted executives and the critical roles still open. It delves into BigCommerce’s competitive positioning, particularly against Shopify, and its potential "Blue Ocean" opportunities in the eCommerce market. Expect insights on how BigCommerce plans to innovate, make big bets, and secure its place in the future of digital commerce.
In this article, readers will explore Walmart's digital transformation under the leadership of Seth Dellaire, recently appointed Chief Growth Officer. With a strong background in advertising and digital services, Dellaire is set to drive growth across Walmart's omnichannel product, design, and marketing teams. The article also highlights Walmart's strategy to compete with Amazon, leveraging digital services and data-driven solutions for enhanced customer experiences.
This article explores the challenges facing Shopify's "Shop Promise" after the company's decision to sell Deliverr to Flexport. It delves into how Shopify's estimated delivery date system is struggling, the implications of recent layoffs at Flexport, and why Shopify may need to rethink its logistics strategy by outsourcing to specialized third-party providers.
This article explores eBay's recent move to lower seller fees in the UK, comparing it to competitors like Facebook Marketplace and Amazon. It raises critical questions about whether fee reductions alone can attract more sellers and buyers, and highlights eBay's latest AI innovation, "Magic Bulk Listing," aimed at simplifying the listing process. With increasing competition, the article examines whether these changes are enough to reverse eBay's decade-long stagnation.
This article explores the Biden administration's recent announcement regarding the de minimis exemption, which allows shipments valued at $800 or less to enter the U.S. without duties. It discusses the implications of the proposed rulemaking, including increased tracking of imports and consumer safety concerns.
This article examines the troubling financial maneuvers of Bolt's CEO, highlighting ethical concerns surrounding new investments and the company's shift from a checkout network to a super app. Readers will explore the implications of raising $250 million in "marketing credits," question the credibility of Bolt's revenue claims, and analyze the CEO's outrageous compensation demands. It offers a critical look at the potential fallout from these controversial decisions and what they mean for existing investors.
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.
This article explores why businesses may stop growing, often due to people and process issues rather than website or technology failures. It emphasizes the importance of having a clear plan, ownership, and alignment within teams to overcome growth barriers in eCommerce. Expect practical insights into diagnosing and resolving these challenges for sustained business growth.
Discover how Shopify’s recent hire of Mikhail Paraikh, a seasoned expert in advertising and machine learning, signals a pivotal shift for the platform. Explore Shopify's strategic ambitions in enhancing the Shop App, advancing advertising solutions, and leveraging AI for content creation. Learn how this new leadership could transform Shopify’s approach to scaling and innovation in the eCommerce space.
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.
This article delves into the latest insights on BigCommerce, revealing why the company is no longer for sale and exploring its strategic shift towards B2B and up-market focus. Discover how new leadership is navigating the challenges of the current market, the impact of payment flexibility on enterprise clients, and the future trajectory of BigCommerce as it restructures to meet evolving industry demands.
This article provides an in-depth analysis of Amazon's peak season fulfillment policies and pricing updates for 2024. Learn about the implications of increased fulfillment fees, tighter deadlines for sending items to FBA, and the challenges posed by a shortened peak season. Discover strategic insights on how sellers can navigate these changes, manage cash flow, and consider alternatives like Seller-Fulfilled Prime to optimize their holiday season performance on Amazon.
Discover how brands and retailers are transitioning from over-built technology to embracing simplicity and personality. This article explores the shift from traditional eCommerce IT to investing in brand message, personality, and high-quality content to stand out in a noisy world. Learn why the age of technology has passed and the age of personality is here to stay.
Learn about key players like Temu, Shein, and TikTok Shop, and how they are challenging giants like Amazon. Discover the shifting landscape of retail sales, the impact on traditional retailers, and insights into the unpredictable nature of economic forecasts.
Discover the essential steps to crafting a successful eCommerce Platform RFP. From defining decision-making criteria and understanding customer needs to choosing the right system integrators, this guide dives into the critical elements that streamline selection and set your business up for growth.