Today on our show: Target earnings indicate big trouble Macy’s provides preview into restructuring Salesforce unveils new Einstein features Walmart earnings stand out And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly ...
May 27, 2024•15 min•Ep 138•Transcript available on Metacast Today on our show: Amazon AWS CEO to step down Home Depot earnings disappoint Shein rejected from NRF membership Shopify acquires Peel Analytics founders And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
May 20, 2024•17 min•Transcript available on Metacast Today on our show: The Fall and Fall of Peloton Forrester’s New Wave Report What’s On My Mind About Digital Evolution https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly
May 13, 2024•8 min•Transcript available on Metacast Today on our show: Amazon reports terrific Q1 2024 earnings Nordstrom launches its marketplace Paypal earnings reflects life in the slow lane UPS to power Shein returns in Forever 21 stores And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
May 06, 2024•17 min•Ep 135•Transcript available on Metacast Today on our show: Paypal’s coming battle with Shopify Nike’s failures highlight leadership issues UPS Q1 2024 earnings shows continued decline SaaS growth down from 2022 highs And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Apr 29, 2024•16 min•Ep 134•Transcript available on Metacast Today on our show: Confusing economic signals in 2024 Shein faces new class action lawsuit GoPuff partners with Shopify to help CPG brands Macy’s kicks off its store closings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Apr 22, 2024•15 min•Ep 133•Transcript available on Metacast Today on our show: AllBirds gets Nasdaq delisting warning Revenue and profit at TikTok’s ownership growing Andy Jassy releases annual shareholder letter Inventory and cashflow key to the future of retail And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Apr 15, 2024•18 min•Ep 132•Transcript available on Metacast Today on our show: UPS wins US Postal contract from FedEx Beyond.com has a new vision Home Depot acquires SRS distribution Amazon removes Just Walk Out From its Amazon Fresh stores And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly ...
Apr 08, 2024•17 min•Transcript available on Metacast Today on our show: UPS announces new initiatives in Analyst Day Canada Goose announces shakeup Shein's supply chain as a service initiative a "Pearl Harbor" moment for retailers Commercetools releases a company update And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Apr 01, 2024•16 min•Transcript available on Metacast Today on our show: Shoptalk 2024 recap Nordstrom could be taken private Temu’s owner PDD doubles annual profit Google launches retail media beta And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Mar 25, 2024•13 min•Transcript available on Metacast Today on our show: The end of the free shipping era is greatly exaggerated Software as a service keeps getting harder American Eagle’s logistics capitulation ends the pandemic logistics fever dream Shopify at Morgan Stanley tech conference 2024 takeaways And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Mar 18, 2024•17 min•Ep 128•Transcript available on Metacast Today on our show: Key learnings on Temu from recent report Klaviyo launches a professional services offering Amazon launching mini Whole Foods in New York City Target reports Q4 earnings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Mar 11, 2024•16 min•Transcript available on Metacast Today on our show: Shopify GMV closing in on Amazon Macy’s announces a new vision Amazon aggregator Thrasio declares bankruptcy Klaviyo reports 2023 Q4 earnings And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Mar 04, 2024•18 min•Transcript available on Metacast Today on our show: Walmart’s Q4 earnings release Bed Bath and Beyond and Overstock name new CEOs Macy’s in a battle with investors What are UPS and FedEx telling us about the economy? And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Feb 26, 2024•13 min•Transcript available on Metacast Today on our show: Shopify reports Q4 2023 earnings Target has a new strategy: Become Tar-Mu Walmart may be Looking to buy TV maker Vizio Celebrating the 5th Anniversary of RMW Commerce And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Feb 19, 2024•17 min•Transcript available on Metacast Today on our show: Our recap of January 2024 eCommerce news Amazon releases their Q4 2023 earnings report Footwear brand New Balance adds a resale marketplace RMW Commerce’s 2024 Outlook And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Feb 12, 2024•16 min•Transcript available on Metacast Attention, Watsonians! The Watson Weekly will be on a brief hiatus as Rick and his family celebrate the arrival of their new baby. We'll be back with new episodes in February. Until then, keep prosperous and we'll see you soon! https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Dec 25, 2023•33 sec•Transcript available on Metacast Today on our show: Macy’s gets a buyout offer Recap from Amazon CEO Andy Jassy on CNBC CommerceHub makes an acquisition and rebrands as Rithum Zulily files lawsuit against Amazon And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Dec 18, 2023•15 min•Ep 122•Transcript available on Metacast Today on our show: Shopify Investor Day recap Replatforming has slowed down significantly Amazon restructures its seller fees Neiman Marcus rejects Saks takeover bid And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly ...
Dec 11, 2023•13 min•Transcript available on Metacast Today on our show: Our Black Friday Cyber Monday wrap up Shein files for IPO Amazon becomes the biggest delivery business in the US Kohl’s decides eCommerce is not for them And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Dec 04, 2023•13 min•Transcript available on Metacast Today on our show: Walmart earnings update OpenAI explodes on itself Thrasio prepares for bankruptcy What I’m thankful for And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly ...
Nov 27, 2023•13 min•Transcript available on Metacast Today on our show: Target Q3 2023 earnings surprise Shopify’s recent outage Update on Amazon Fresh My 2024 outlook And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Nov 20, 2023•16 min•Ep 118•Transcript available on Metacast Join Rick Watson as he speaks about the supply chain needs of growing mid-market brands in a wide-ranging interview with the Dhruv Saxena, former brand owner and current CEO of ShipBob. The topics from the interview cover the origins of Shipbob, challenges facing brands, choosing the right solution partners, and more! RMW Commerce has proposed a new category of service provider to fit the needs of these growing brands called the Fulfillment Accelerator. The background of the in...
Nov 13, 2023•39 min•Transcript available on Metacast Today on our show: UPS reports bad Q3 2023 earnings Amazon smashes their Q3 2023 earnings What everyone gets wrong about platform decisions Omnicom Group acquires Flywheel Digital And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Nov 06, 2023•14 min•Transcript available on Metacast Today on our show: HomeGoods shuts down their eCommerce platform Overstock changes its name to Beyond Can we tap the brakes on the TikTok and Amazon comparisons? Update on retail inventory heading into the holidays And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Oct 30, 2023•13 min•Transcript available on Metacast Today on our show: The growing battle between TikTok, Shopify, and Amazon VF Corp gets a new activist investor Flexport CEO says it’s not going public What should brands do about TikTok shop? And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Oct 23, 2023•17 min•Transcript available on Metacast Today on our show: Holiday deals kick off with Amazon, Walmart and Target Are people and processes keeping up with eCommerce technology? eBay sued in a DOJ environmental lawsuit Private equity exits declining And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Oct 16, 2023•14 min•Ep 114•Transcript available on Metacast Today on our show: The Great Profitability Correction seems to be affecting everyone TikTok Shop feeds dominated by Schlock Toys “R” Us To open 24 new stores Holiday season retail predictions And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Oct 09, 2023•15 min•Transcript available on Metacast Today on our show: FTC files suit against Amazon Amazon to rollout Prime Video ads Is the IPO market healthy? Shopify takes a stake in B2B marketplace Faire And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Oct 02, 2023•24 min•Transcript available on Metacast Today on our show: TikTok Shop Launches in the US Shopify CEO Outlines Company Operating Principles Klaviyo and Instacart IPOs Mark Their Debut Holiday Season Kicks Off In October With Big Retailers And finally, The Investor Minute, which contains 5 items this week from the world of venture capital, acquisitions, and IPOs. https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly...
Sep 25, 2023•16 min•Transcript available on Metacast