H&M just listed on a US online marketplace for the first time, and they picked Nordstrom. Rick Watson and Nick Kaplan break down what that signals about both brands, and why marketplaces with no inventory commitment keep working when standalone marketplaces keep dying.

Next up, GLP-1 hits the bridal industry. 10% of couples planning weddings this year are on a GLP-1, and more than half started the medication specifically for the wedding. Some users drop a clothing size every two to three weeks, which is a problem when a wedding dress takes nine months and costs five figures. Bridal shops are now asking buyers to sign waivers. Rick and Nick widen the conversation into plus-size assortments, the longevity boom in CPG, and why protein and creatine are having a moment.

The Watson Weekly Weekend edition is sponsored by Avalara - the agentic AI platform automating global tax and compliance for leading eCommerce brands. For more details: https://avalaratax.watsonweekly.com

Then the big one: the e-commerce organization of the future. Unilever cut from 3,000 agencies to under 800, saving half a billion dollars. P&G in-housed media for $750M in fee reductions. A retail "season" is now two weeks. Where does the merchant sit in all of this, and is ChatGPT a better buyer than a human? Nick argues the merchant role contracts but never disappears. Rick pushes on whether the 2026 merchant is really just one person editing algorithms instead of product.

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