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Stop reading the headlines and start understanding the frameworks. The Watson Weekly is the premier resource for eCommerce executives, delivering sharp, independent strategy on the industry's most critical developments. Join 20-year veteran Rick Watson as he cuts through the noise to help you understand not just what is happening, but why it matters to your business. Broadcasting three times a week: Mondays: Strategic deep dives into earnings, mergers, and market shifts. Wednesdays: Candid interviews with C-Suite luminaries and tech innovators. Fridays: Join the Watson Weekend for Spirited debates on controversial topics with co-host Jessica Lesesky. From AI implementation and marketplace dynamics to supply chain logistics and retail operations, we cover the entire commerce landscape. Whether you are a CEO, VP, or operator, this is your competitive advantage in audio form.
Unknown Host hosts The Watson Weekly: eCommerce Strategy & News.
The storefront stopped being the differentiator. Kibo CEO Ram Venkataraman argues the money and the difficulty both moved to order management, and that most B2B distributors have an OMS problem they have no name for. Ric
Ryan Cohen may pull the $56 billion eBay bid. Bloomberg reported Monday that GameStop is weighing a partnership instead, opening roughly 1,600 stores to eBay for cards and collectibles while taking board seats. Reuters c
Amazon put up $200.6 billion in second quarter net sales and still ran negative free cash flow. Rick Watson and Jessica Lesesky work through the quarter Amazon would like read as a straight growth story. The reported num
Going global stopped being a phase-two project. The brands winning now are global on day one. Going global profitably is the harder business, and the levers that decide it are the ones nobody puts on a slide. Matthew Mer
Four companies reported. Three of them are paying more to grow. UPS did $22.8 billion in the second quarter, up 7.6%, raised full-year guidance, and watched the stock fall 6%. The model right now is charging more for few
Shopify's Q2 makes the SaaS apocalypse thesis hard to defend. Revenue grew 34% to $3.5 billion on GMV of $115 billion, up 32%, with gross profit up 31% and free cash flow up 55%. Operating expense keeps falling as a shar
Holden Bale runs strategy at Merkle, the dentsu-owned consulting firm with roughly 16,000 people worldwide and about 4,000 of them sitting in data science. He came on to walk through what Merkle's consumer research actua
CRM is heading for the same automation wave that erased the ad operations team fifteen years ago — and brand marketers aren't ready. Eric Miao of Attentive explains what survives, why most companies don't really have a b
It's the model, stupid. OpenAI just had its worst run of news in months, and Rick Watson thinks the fix is simpler than anyone inside OpenAI wants to admit. This week Rick and Jessica Lesesky work through three stories a
Retailers quietly deduct three to five percent of a brand's invoice for compliance mistakes that have nothing to do with the product itself: a label an inch out of place, a carton that breaks the routing guide, a shippin
Nike says net income jumped 407%. Strip out a single tariff refund and full-year profit actually fell. That gap is the whole week in one number. Rick Watson runs through it: Shopify moving its incentivized-review ban fro
The Swift–Kelce wedding turned into a marketing free-for-all, and Rick and Jessica sort the brands that pulled it off from the ones that face-planted. The Knot circled Madison Square Garden with billboard trucks. A fake
The era of the weird, different storefront is over. On Shopify, design that converts beats design that surprises. That is the argument in the third and final episode of our Enterprise Shopify series. Rick Watson sits dow
Every big commerce name put up growth in the first half of 2026. Rick's question is what it cost them. Shopify had its best quarter in years and passed $100 billion in GMV, though loan losses at Shopify Capital crept up
Half of 2026 is behind us. We went back through the first six months and split the big commerce and AI stories into two groups, the bold moves and the cold ones. Start with Anthropic. While the attention stayed on OpenAI
Unified commerce is a data strategy first and a Shopify decision second. Rick Watson tests that idea with two operators who have lived it. In episode two of the Shopify roundtable series, Rick talks with Elara Verret, Ch
This week on the Watson Weekly, four stories about who controls what you see and what you buy. Papa John's wanted to reach you the moment your fridge runs empty, so it bought the data to know when that happens. Instacart
Tourists flew in for the World Cup and went viral filming trips to Buc-ee's and Waffle House. Rick Watson and Jessica Lesesky unpack what that attention is actually worth, then move to two bigger bets. The Watson Weekly
Most brands still evaluate enterprise Shopify on license cost. The operators in this conversation evaluate it on opportunity cost, and that reframe changes the whole decision. Rick Watson opens a three-part series on the
Shopify wants to be the checkout layer under every AI agent, and its Spring 2026 edition shipped 150-plus updates to prove it. Meanwhile air freight spot rates climbed 41% year over year while demand grew 4%. Somebody is
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