February 21st, 2022: Amazon and diversifying sellers, Shopify’s Q4 earnings, Hasbro and Mattel, and the 2021 PitchBook venture capital report.
It’s February 21st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
What if Amazon is the best-positioned company to diversify sellers off Amazon?
Shopify Q4 2021 earnings shows growth but there are still strategy concerns
Hasbro and Mattel’s opposite economic views of toys’ industry future may have implications for other brands
2021 PitchBook venture capital report raises both optimism and concern
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
February 14th, 2022: Meta’s shrinking advertising lead, new CMS and eCommerce churn data, Amazon’s advertising, and what modern retailers must do to survive
It’s February 14th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Recent earnings calls indicate that Meta’s advertising lead is shrinking quickly, and Google is the biggest beneficiary
CMS and eCommerce churn data shows WordPress maintaining market lead, Shopify gaining on WooCommerce
Amazon advertising graduates from "Other" and 3P seller units set record
Modern retailers must prioritize differentiation and freshness to survive
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs..
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
February 7th, 2022: The Washington State Attorney General investigation and Amazon, UPS 2021 Q4 earnings, Glossier’s recent layoffs, and declines at Bed, Bath, and Beyond
It’s February 7th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Washington State Attorney General investigation shuts down Amazon price fixing program
UPS 2021 Q4 earnings highlights their focus on revenue quality
Glossier’s CEO learned a hard lesson in technology decision-making as it lays off 80 employees
Recent declines at Bed, Bath and Beyond make you wonder if it can make it
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
January 31st, 2022: Amazon’s New ‘Style” Department Store Concept, Gopuff’s First Private Label Line, Walmart’s Plans for GoLocal, and the Latest on Shopify
It’s January 31st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Amazon's New "Style" Department Store Concept Kicks Sand In the Face of Investors Who Think Retail Innovation is Dead
Gopuff Launches its First Private Label Line
How Walmart GoLocal Plans to Stand out Among Delivery Businesses
Shopify Fulfillment Seems to be Going Nowhere FasAudiogram
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
January 24th, 2022: Toyota and Amazon launch Amazon Parts Store, 2022 Supply Chain Issues, Online Grocery Sales of Alcohol, and Kohl’s Investor Macellum Capital
It’s January 24th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Toyota and Amazon launch new Amazon Parts Store in the UK
2022 supply chain issues are looking remarkably similar to 2021
Online grocery sales of alcohol to reach almost $2 Billion this year according to new report
Kohl’s investor Macellum Capital wants to burn the company down
And the Investor Minute which contains four items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
January 17th, 2022: Reactions to Shopify’s App Store Changes, Accenture’s Predictions About Social Commerce, Walmart Expands In-Home Delivery, and IKEA’s Price Changes
It’s January 17th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Shopify’s app store changes have some developers upset, but there’s really nothing to see here
Accenture predicts social commerce will grow three times faster than eCommerce.
Will you let Walmart into your garage? Its In-Home Delivery to expand to 30 million US households this year.
Pricing moving on up at IKEA, in step with trends from many brands and retailers
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
January 10th, 2022: Walmart leads in click and collect and curbside orders, Amazon’s potential web stores product, Fanatics buys Topps trading card business, and the U.S. retail sales growth
It’s January 10th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Walmart drove 25% of click and collect and curbside orders in 2021
Could Amazon build a new web stores product in the coming years?
Fanatics is buying Topps trading card business in a nod to the digital future
Mastercard report shows U.S. retail sales grew 8.5% in November and December
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
January 3rd, 2022: Top 5 stories of 2021!
It’s January 3rd, 2022 and this is the Watson Weekly - your essential eCommerce Digest!
Today on our show we’re going to do something a little bit different and review 2021’s top 5 stories, as seen by my LinkedIn feed:
Number 5. Supply Chain Crisis hits everyone hard.
Number 4. Retail Stores strike back
Number 3. Are Target and Walmart the New Malls?
Number 2. Investors Look to Split Up Several Large Retailers
Number 1. Shopify Executive Departures Cause Concern at the Company
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
December 27th, 2021: A New Consumer Probe, Nordstrom's Off-Price Rack Business, McDonald's Sells Software to Mastercard, and Shopify's New Board Member
It’s December 27th, 2021 and this is the Watson Weekly - your essential eCommerce Digest!
Today on our show:
Could a new consumer probe blunt the rise of buy now pay later?
Nordstrom is looking to split its off-price Rack business
McDonald’s sells software provider Dynamic Yield to Mastercard in a warning to both retailers and technology companies
Shopify board adds Instacart’s CEO Fidji Simo - What’s the Plan here?
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
December 20th, 2021: Meta and Shopify, Carolyn Everson’s early departure, new marketplaces, and buy now, pay later in 2022
It’s December 20th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Is Meta Taking Aim at Shopify?
Instacart’s President Carolyn Everson Departs After Just 3 Months
What’s With All the New Marketplaces?
What Does 2022 Have In Store for Buy Now, Pay Later?
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
December 13th, 2021: Amazon’s profitability, activist investors and Kohl’s, Allbirds Q3 losses, and the state of the supply chain issue
It’s December 13th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Is Amazon Fooling the Market About Its Profitability?
Kohl’s Is Next Up In a Long Line of Retailers Targeted by Activist Investors
Allbirds’ Q3 Losses Prompt Debate Over Its Future
Supply Chain Issues Will Take Longer To Sort Out Than Many Expect
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
December 6th, 2021: PopSugar partners with Target, Amazon’s sales soar, the Metaverse, and Amazon’s third-party logistics market.
It’s December 6th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
PopSugar partners with Target for new fitness line
Cyber Monday sales drop but Amazon’s sales soar
What’s really going on with the Metaverse?
Is Amazon already king of the third-party logistics market?
And the Investor Minute which contains four items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
December 1st, 2021: Commercetools’ New Acquisition, Cyber Week, UPS and FedEx Holiday Crunch, and Nike Invests in the Metaverse
It’s December 1st, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
eCommerce Platform Commercetools Takes Aim at the Mid-Market with a New Acquisition
Tracking the Cyber Week Winners and Losers
UPS and FedEx Looking Good for the Holiday Crunch
Nike Invests in the Metaverse with a Roblox Partnership
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
November 22nd, 2021: Shopify’s Hydrogen Custom Storefront Framework, Walmart’s Q3 Earnings, Amazon’s New Payment Options, and Target Continues Great Operational Execution
It’s November 22nd, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Shopify releases its hydrogen custom storefront framework - but more is needed
Walmart’s Q3 earnings highlight its grocery gains
Amazon introduces new payment options and delivers an ultimatum to Visa in the UK
Target continues great operational execution triggered by growth in same day services
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
November 15th, 2021: Saks eCommerce split, Square and the future of currency and payment, the status of livestreaming in the U.S., and American Eagle Outfitters acquires logistics capabilities
It’s November 15th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Saks eCommerce split sounds worse every day: What makes it so bad?
Square stakes its claim on the future of currency and payments
What’s the status of livestreaming in the United States?
Retailer American Eagle Outfitters continues to acquire logistics capabilities - should other retailers be paying attention?
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
November 8th, 2021: Supply Constraints Slow Down Advertising, Bed Bath & Beyond Signs With Kroger, Amazon’s Challenging Earnings, and Shopify’s Fulfillment Strategy
It’s November 8th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Advertising is slowing down with supply constraints
Bed Bath & Beyond signs a big partnership with Kroger
Amazon has surprisingly challenging earnings
Shopify’s fulfillment strategy remains a mystery
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
October 25th, 2021: J.B. Hunt’s shipping costs, instant delivery startups, Instacart acquires Caper, and shoppers may spend more this holiday season.
It’s October 25th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Transportation company J.B. Hunt looks for shipping costs to keep rising through 2022.
Are instant delivery startups the new investment bubble?
Instacart’s new acquisition Caper means it’s still searching for its next act.
New data suggests that shoppers may spend more and sooner this holiday season.
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
October 18th, 2021: Macy’s eCommerce business, Michael’s eCommerce marketplace, Thrasio delays SPAC deal, and the port delays prompt big-company workarounds.
It’s October 18th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Will Macy’s be forced to spin off its eCommerce business?
Arts and crafts chain store, Michael’s, looks to launch its own eCommerce marketplace.
Amazon aggregator, Thrasio, delays SPAC deal as executives exit.
Port delays prompt big-company workarounds and government action.
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
October 11th, 2021: Amazon and Target get a head start on the holidays, Google updates its eCommerce strategy, Home Depot signs up with Walmart GoLocal, and Rent the Runway files for IPO
It’s October 11th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
The holidays are starting early this year at Amazon and Target.
Google is looking to update its eCommerce strategy, but is it enough?
Home Depot signs up with Walmart GoLocal for same day delivery.
Rent the Runway files for IPO, but the road ahead looks difficult.
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/
October 4th, 2021: Amazon’s fall showcase, Bloomingdale’s new Bloomie stores, Content Play from Pinterest and Albertsons, and an IOU Christmas?
It’s October 4th, 2021 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Amazon’s fall product event showcases its creativity.
What do Bloomingdale’s new Bloomie stores add to the new small-format retail trend?
Pinterest and Albertsons hook up in an interesting content play.
Is the eCommerce world headed for an “IOU Christmas”? And what to do about it.
And the Investor Minute which contains six items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/