November 17th, 2025: Same-Day Facilities Key to Amazon's New Powerful Grocery Strategy, Walmart CEO Doug McMillion Steps Down, TheRealReal Records Record GMV During Earnings, and Google Releases Some AI Shopping Updates
Episode 205 •
17th November 2025 • The Watson Weekly - Your Essential eCommerce Digest • RMW Commerce
00:00:00
00:13:08
More Episodes
205.
November 17th, 2025: Same-Day Facilities Key to Amazon's New Powerful Grocery Strategy, Walmart CEO Doug McMillion Steps Down, TheRealReal Records Record GMV During Earnings, and Google Releases Some AI Shopping Updates
204.
November 10th, 2025: Implications of Amazon Working with OpenAI and ChatGPT, Shopify Reports Great Q3 Earnings, Some of the Worst Mistakes I Made First Time as CEO, and Klaviyo’s Earnings Answer Some Key Questions
203.
November 3rd, 2025: Walmart Holiday Plans Shows There Will Be Blood, UPS Gains Margin, Plans Strong Peak, But Remains Mired in Uncertainty, Amazon All In On Agentic - Reports Great Earnings, and Shopify Merchants Go Live with ChatGPT Instant Checkout
202.
October 27th, 2025: Commercetools CEO is out, so what’s next? Bigcommerce partners with Paypal to improve monetization, Will the new Ulta Beauty marketplace cook? And Shopify and Lovable Integration Shows a Fire and Motion Strategy
201.
October 20th, 2025: Walmart Partners With OpenAI, Cannot Hold Back the Tide, S&P Global Puts Tariff Costs at $1.2T This Year, Salesforce Partners With OpenAI, and Saks Struggles to Deliver in Q2
200.
October 13th, 2025: Process Re-Engineering Is a Key Skill in the Age of AI, Stripe Link Moving More Consumer Facing, Is OpenAI Building a Super App? And Shopify CRO Bobby Morrison Forced Out
199.
October 6th, 2025: ChatGPT Is Actually The Ultimate In Influencer-Driven Commerce and OpenAI x Stripe Agentic Commerce Protocol Has Makings of Silicon Valley Catfight
198.
September 29th, 2025: What the Hell Will Happen At Tiktok? Ryder Releases New eCommerce Study, Klaviyo Innovations Made Possible By Different Ecosystem Approach, and OpenAI Announces They Are Pursuing Ads
197.
September 22nd, 2025: Google and Paypal Announce New Commerce Partnership, Fireside Chat With Andy Jassy at Amazon Accelerate Conference, and The First Q4 Holiday Predictions Appear
196.
September 15th, 2025: The Future is Less If Then And More Prompts, Agents, and MCP - A SVP Looks to the Future
195.
September 8th, 2025: Shopify Betting Big on Design, Amazon Still Stuck Muddling Through Day 2, Why Software Sales Is Still Hard in 2025, A New Podcast where SaaS Meets AI: Oh Shift
194.
September 1st, 2025: Best Buy Relaunches Its Marketplace, Target Earnings: Like a Slow-Moving Train Wreck, Upcoming RMW Commerce Events in Second Half of the Year, and Walmart Raises Revenue Guidance in Earnings Call
192.
August 18th, 2025: We Once Made a Deal with Google. The Deal Has Changed, The Unspoken AI Enthusiasm Gap At Large Companies, The Road Ahead for Commerce.com, and An Update On Gnawing Your Arm Off, or Replatforming
191.
August 11th, 2025: Amazon Reports Earnings, Dogged by AI Questions, Shopify Q2 Earnings Show Its Not Going Anywhere, Klaviyo Delivers Growth, But Efficiency Still Lacking, and Recap from Austin: Auctane’s Spicy Innovation Delivered Event
190.
August 4th, 2025: Bigcommerce Rebrands as Just Commerce, UPS Q2 Earnings Highlights Strange Economic Times, Last Flight of the Aggregator: OpenStore Valuation Burns, and Amazon Pulled out of Google Shopping for AI, not for Advertising
189.
July 14th, 2025: NRF Files Suit Against NY State Law, Why Is There No Best Practice for ECommerce Org Structure, Amazon Quietly Cornering Market on Robot Patents, and LuluLemon in Markdown Hell
188.
June 30th, 2025: Klarna CEO Claims They Will Be a Super App, Walmart Investor Event Sheds New Light, Should You Put a Chatbot In Front Of Your Retail Store, and Musings from CommerceNext and Mirakl’s Summit
187.
June 23rd, 2025: Saks Global Still Sounds in Trouble, Facebook Says eCommerce is Great -- For Other People, Jassy’s AI Memo Was a Snoozefest, In a Good Way, and Amazon Extending Prime Day Doesn’t Give me Warm Fuzzies
186.
June 16th, 2025: Palantir Partners with Bolt, Amazon Releases AI Video Generation Tools, Sezzle Sues Shopify For AntiCompetitive Practices, and Walmart Releases New AI Tools
185.
June 9th, 2025: Shopify MCP Server Raises More Questions Than Answers, Could the AI Race Become a Hardware Race, and Temu Half Off - Just In Time For Summer
184.
June 2nd, 2025: Salesforce to acquire Informatica, Social Commerce Panel Reveals Influencer Importance, Lowes Launches Its Marketplace, and Tariff Feud Event with Passport Recap
182.
May 19th, 2025: Amazon Announces New AI Tool to Enhance Product Listings, Venture Capital Dominated by AI Right Now, FedEx and Amazon Strike Up a Partnership, and Klaviyo Reports Q1 2025 Earnings
bonus
Special Episode from Shopware Partner Day– Conscious Commerce & Regulated Realities: The Aysnd Way
181.
May 12th, 2025: Shopify Needs Incentive Alignment to Win in Enterprise, 3 Notables From BigCommerce earnings call, Instacart CEO Departs for OpenAI, and Shopify Reports Solid Earnings Amid Global Uncertainty
180.
May 5th, 2025: Amazon Reports Q1 2025 Earnings, Walmart Releases an Annual Shareholder Letter, UPS Reports Q1 2025 Earnings, and Kohl’s Fires Its CEO
bonus
Turning Tariffs into Tactics — Cross-Border Commerce in 2025 with Alex Yancher, CEO of Passport
179.
April 28th, 2025: Composable Conference in Chicago shows MACH progress, ChatGPT and Shopify partnership teased, and Shopify promotes internally for Chief Design Officer: What's going on?
178.
April 21st, 2025: Walmart Investor Day shows strong tariff headwinds, is 2025 the year to eat the entire enchilada, Shop for Brands on Amazon seen in the wild, and Amazon surveys its sellers on tariffs
bonus
Redefining Retail: Commercetools, InStore, and the Future of Unified Commerce – A Conversation with Dirk Hoerig
177.
April 7th, 2025: Key takeaways on public and private markets, Shoptalk did not answer my key industry questions, Consumers getting stressed out, and Amazon makes last minute bid to buy TikTok
175.
March 24th, 2025: Adobe teases new commerce offerings, BigCommerce launches new account functionality, Klarna files IPO paperwork, and welcome to Shoptalk Week!
174.
March 17th, 2025: Paypal in hot water over its Honey application, AllBirds sales plunge in 2024, why did Walmart buy a mall? And upcoming eCommerce debate event at Shoptalk
173.
March 10th, 2025: Target 2024 earnings shows company falling behind, when will merchants stop treating data as a project? Commercetools layoffs throws into question IPO plans, and has Shopify Enterprise turned a corner?
172.
March 3rd, 2025: Is Beyond.com doomed? Klaviyo reports 2024 earnings, Klaviyo coming for Salesforce Service Cloud, and Paypal Investor Day offers problematic vision
171.
February 24th, 2025: Walmart reports fiscal year 2025 earnings, Saks stopped paying vendors on time, TikTok subscriptions could help creators, and BigCommerce reports 2024 earnings
170.
February 17th, 2025: Shopify Q4 2024 earnings: The age of efficiency comes to Shopify, it’s not just you - age of efficiency accelerating, Amazon Q4 earnings wins the Grammy for free cash flow, and Amazon ad engine getting hungry: look out Google Shopping
169.
February 10th, 2025: Trump eliminates the de minimis for China, AI won't solve all the problems, but we don't realize it yet, UPS Q4 2024 earnings, AI is not the new SEO. Brands could be in a marketplace without realizing it
168.
February 3rd, 2025: Risks to Amazon in the AI Wars, private equity outlook in 2025, Artificial Intelligence moving from creating to doing with OpenAI Operator, how to grow faster is an elusive question
167.
January 20th, 2025: Our 2025 NRF event analysis, recapping the first ever RMW Commerce Five Forces event in New York City
166.
January 13th, 2025: Shopify 2025: The Entrepreneur, the Rulemaker and the Bridge-Builder, Mastercard Holiday numbers show roses for eCommerce, Is 2025 the year of the niche down? And Amazon still the king of warehouse growth
165.
December 23rd, 2024: Amazon building 25% of all warehouses, UPS hiking SurePost rates by 10%, Lowes develops a new marketplace, and Quickbooks partners with Amazon Marketplace Seller Central
164.
December 16th, 2024: Shopify releases a boring update, was Amazon haul launched sooner as political strategy? What is the potential impact of tariffs on eCommerce? And why use an outside consultant to help you solve a problem?
163.
December 9th, 2024: 3 observations from Cyber Week, the 3 coming wars in the next 5 years, and 5 reasons Klaviyo is growing faster than most anyone right now
162.
November 25th, 2024: How you should read the Gartner Quadrant, Wordpress is the Craigslist of website builders, Target reports terrible earnings, and Walmart reports great earnings
161.
November 18th, 2024: Shopify reported Q3 2024 earnings, Klaviyo reports even better Q3 earnings, new RMW Commerce event being held in January, and BigCommerce trying to escape the Alabama mud like My Cousin Vinny
160.
November 11th, 2024: Amazon reports great Q3 2024 earnings, Children's Place partnership with Shein could be genius, the state of SaaS venture capital valuations, and AI platforms looking to challenge every software category
159.
November 4th, 2024: CEO merry-go-round continues, Paypal earnings report show progress and challenges, UPS releases Q3 earnings, and everyone in retail copying everyone else
158.
October 28th, 2024: Is 2024 the Generative AI holiday? Amazon's new low cost store concept might as well be called "Off-Prime", is 2025 the year bad eCommerce content officially dies? And BigCommerce expands its leadership team
157.
October 21st, 2024: Optimization will be the watchword in 2025, OpenStore pivoting into Helpdesk Software, Walmart appoints Seth Dellaire as Chief Growth Officer, and new report shows Unicorns lack exit options
156.
October 14th, 2024: Holiday season preview, what’s happening with Shop Promise? Former Amazon leader Dave Clark raises $100M for Auger and marketplaces like eBay are dropping their fees
155.
October 7th, 2024: Lightspeed exploring strategic alternatives, Loop creates offset return feature, CVS conducting a strategic review, and Travis Hess named new BigCommerce CEO
154.
September 30th, 2024: John Donahoe steps down from Nike, Amazon introduces new supply chain service, what’s going on with the retail job market? And the fight over de minimis and how this will end
153.
September 23rd, 2024: Shopify’s progress in the enterprise market, Biden White House makes de minimis announcement, Amazon’s return to office memo code for layoffs, and Salesforce makes several release announcements at Dreamforce - or does it?
152.
September 16th, 2024: What is going on with Bolt, Walmart and StockX partner up, Bankrate holiday consumer survey results, creating the perfect board presentation
151.
September 9th, 2024: Walmart Marketplace expands services for sellers, a few notes on planning, Paul Graham’s “Founder Mode” essay, and Temu starting to recruit US brands
150.
September 2nd, 2024: BigCommerce looks like it’s not selling, Shopify hires a new Chief Technology Officer, why technology is not a business differentiator for brands, and are layoffs the order of the day in eCommerce?
149.
August 19th, 2024: Salesforce acquires POS platform PredictSpring, Amazon announces new peak season fulfillment policies, Ace Hardware plots a new stores strategy and TikTok, and Temu founder shopping like a billionaire
148.
August 12th, 2024: Amazon reports Q2 earnings, Allbirds reports financial results, Amazon signs deal with Pinterest and TikTok, and Shopify crushes its earnings
147.
August 5th, 2024: Companies are trading down talent, top items from Paypal’s Q2 2024 earnings call, designer brand Prada posts revenue gains, and Temu announcements signal a company shift
146.
July 29th, 2024: UPS reports Q2 earnings, Google not ending cookies after all, Amazon Prime Day roundup, and new marketplace whitepaper released
145.
July 22nd, 2024: Amazon Prime Day expected to hit records in 2024, Commercetools announces CEO transition, the importance of reputation in eCommerce, and eCommerce sales will hit $1T this year
144.
July 15th, 2024: Saks acquires Neiman Marcus Group, speaking about personalization at The Lead Event in NYC, Nike is struggling trying to be a tech company, and Amazon previews direct from China program
142.
June 24th, 2024: CMACH 3 event in New York City recap, May retail sales data released, Beyond loses a CEO, and Instacart expands retail media into Youtube
141.
June 17th, 2024: Could Amazon deliver the mail? Costco expanding its ad network, McKinsey state of the consumer 2024 report, and Loop and Happy Returns partner up
140.
June 10th, 2024: Amazon Buy with Prime off to a slow start, Shein launches Shein Exchange Resale Program in UK and Europe, eBay expands its consignment service, and a call to action for brands
139.
June 3rd, 2024: Paypal is building an ads platform, TJMaxx not afraid of Temu and Shein, BigCommerce getting serious about its partner ecosystem, and Amazon growing its share of retail
138.
May 27th, 2024: Target earnings indicate big trouble, Macy’s provides preview into restructuring, Salesforce unveils new Einstein features, and Walmart earnings stand out
137.
May 20th, 2024: Amazon AWS CEO to step down, Home Depot earnings disappoint, Shein rejected from NRF membership, and Shopify acquires Peel Analytics founders
135.
May 6th, 2024: Amazon reports terrific Q1 2024 earnings, Nordstrom launches its marketplace, Paypal earnings reflects life in the slow lane, and UPS to power Shein returns in Forever 21 stores
134.
April 29th, 2024: Paypal’s coming battle with Shopify, Nike’s failures highlight leadership issues, UPS Q1 2024 earnings shows continued decline, and SaaS growth down from 2022 highs
133.
April 22nd, 2024: Confusing economic signals in 2024, Shein faces new class action lawsuit, GoPuff partners with Shopify to help CPG brands, and Macy’s kicks off its store closings
132.
April 15th, 2024: AllBirds gets Nasdaq delisting warning, Revenue and profit at TikTok’s ownership growing, Andy Jassy releases annual shareholder letter, and Inventory and cashflow key to the future of retail
131.
April 8th, 2024: UPS wins US Postal contract from FedEx, Beyond.com has a new vision, Home Depot acquires SRS distribution, and Amazon removes Just Walk Out From its Amazon Fresh stores
130.
April 1st, 2024: 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, and Commercetools releases a company update
129.
March 25th, 2024: Shoptalk 2024 recap, Nordstrom could be taken private, Temu’s owner PDD doubles annual profit, and Google launches retail media beta
128.
March 18th, 2024: 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, and Shopify at Morgan Stanley tech conference 2024 takeaways
127.
March 11th, 2024: Key learnings on Temu from recent report, Klaviyo launches a professional services offering, Amazon launching mini Whole Foods in New York City, and Target reports Q4 earnings
126.
March 4th, 2024: Shopify GMV closing in on Amazon, Macy’s announces a new vision, Amazon aggregator Thrasio declares bankruptcy, and Klaviyo reports 2023 Q4 earnings
125.
February 26th, 2024: Walmart’s Q4 earnings release, Bed Bath and Beyond and Overstock name new CEOs, Macy’s in a battle with investors, and what are UPS and FedEx telling us about the economy?
124.
February 19th, 2024: Shopify reports Q4 2023 earnings, Target has a new strategy: Become Tar-Mu, Walmart may be Looking to buy TV maker Vizio, and celebrating the 5th Anniversary of RMW Commerce
123.
February 12th, 2024: Our recap of January 2024 eCommerce news, Amazon releases their Q4 2023 earnings report, footwear brand New Balance adds a resale marketplace and RMW Commerce’s 2024 Outlook
122.
December 18th, 2023: Macy’s gets a buyout offer, recap from Amazon CEO Andy Jassy on CNBC, CommerceHub makes an acquisition and rebrands as Rithum, and Zulily files lawsuit against Amazon
121.
December 11th, 2023: Shopify Investor Day recap, replatforming has slowed down significantly, Amazon restructures its seller fees, and Neiman Marcus rejects Saks takeover bid
120.
December 4th, 2023: Our Black Friday Cyber Monday wrap up, Shein files for IPO, Amazon becomes the biggest delivery business in the US, and Kohl’s decides eCommerce is not for them
119.
November 27th, 2023: Walmart earning updates, OpenAI explodes, Thrasio’s bankruptcy, and what I’m thankful for!
118.
November 20th, 2023: Target Q3 2023 earnings surprise, Shopify’s recent outage, Update on Amazon Fresh, and my 2024 outlook
117.
November 6th, 2023: UPS reports bad Q3 2023 earnings, Amazon smashes their Q3 2023 earnings, what everyone gets wrong about platform decisions, and Omnicom Group acquires Flywheel Digital
116.
October 30th, 2023: HomeGoods shuts down their eCommerce platform, Overstock changes its name to Beyond, can we tap the brakes on the TikTok and Amazon comparisons? And update on retail inventory heading into the holidays
115.
October 23rd, 2023: The growing battle between TikTok, Shopify, and Amazon, VF Corp gets a new activist investor, Flexport CEO says it’s not going public, and what should brands do about TikTok shop?
114.
October 16th, 2023: 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, and private equity exits declining
113.
October 9th, 2023: The Great Profitability Correction seems to be affecting everyone, TikTok Shop feeds dominated by Schlock, Toys “R” Us To open 24 new stores, and Holiday season retail predictions
112.
October 2nd, 2023: FTC files suit against Amazon, Amazon to rollout Prime Video ads, Is the IPO market healthy? And Shopify takes a stake in B2B marketplace Faire
111.
September 25th, 2023: TikTok Shop in the US, Shopify’s Company Operating Principles, Klaviyo and Instacart IPOs, and the Holidays Kick Off in October
110.
September 18th, 2023: Flexport CEO Dave Clark forced out as company releases an update, Shopify CFO chat at Goldman Sachs event, the Klaviyo and Instacart IPO valuation, and Amazon releases Supply Chain by Amazon
109.
September 11th, 2023: Our discussion about Holiday season preparation, Gap develops exclusive sleepwear line with Macy’s, Google’s CEO releases 25-year update, and Amazon’s Buy with Prime partners with Shopify
108.
September 4th, 2023: Gartner releases its digital commerce Magic Quadrant, Shein and Forever21 build a partnership, learning from Instacart’s IPO filing, and Klaviyo IPO sets the bar for profitable software companies
107.
August 28th, 2023: How can Artificial Intelligence help eCommerce? Walmart reports Q2 2024 earnings, Amazon launches a new US shipping program, and TikTok takes another firm step towards a marketplace
106.
August 21st, 2023: Amazon crushes its Q2 2023 earnings, Target Q2 earnings disappoint, Amazon announces the return of Seller-Fulfilled Prime, and how I reached 50,000 LinkedIn followers
105.
August 14th, 2023: TikTok launches Fulfillment by TikTok in the United Kingdom, WalMart expands its in-store advertising network, UPS Q2 2023 earnings disappoint, and BigCommerce reports Q2 2023 earnings
104.
August 7th, 2023: TikTok Shop aspires to become fourth most important channel, Etsy marketplace boycott, Amazon resets its grocery strategy, and Shopify reports Q2 2023 earnings
103.
July 31st, 2023: Shopify releases its Summer editions, UPS agrees to terms with Teamsters, Boston Consulting Group’s latest supply chain benchmarking report, and what’s with all the rebranding lately?
102.
July 24th, 2023: Google kills Buy on Google, 2023 halfway update on venture capital and markets, Rumors of Shopify investing in Faire, and Amazon Prime Day recap
101.
July 17th, 2023: Federal Trade Commission sues Amazon, TikTok plans new US eCommerce venture, my digital transformation talk at The Lead event in New York City, and Amazon Prime Day roundup
100.
July 10th, 2023: 100th Episode: Venture Capital and Fundraising, Amazon and Shopify: featuring Victor Castro and Hendrik Laubscher
99.
July 3rd, 2023: Amazon gets open letter from activist investor, Amazon announces Prime Day, Google Domains sells to Squarespace, and Google launches virtual AI try-on feature
98.
June 26th, 2023: Shop Pay launches for enterprise retailers, FedEx reports its quarterly earnings, new retail sales data from the Commerce Department, and Amazon seller-fulfilled Prime coming back
97.
June 19th, 2023: Update from Retail Innovation Conference 2023, Update on grocery eCommerce, Walmart launches startup accelerator, Payment provider Stripe joins MACH Alliance
96.
June 12th, 2023: Stripe’s new charge card program can help Shopify, Amazon may be considering mobile phone service, Apple Vision Pro thoughts, and Buy Buy Baby could get bought
95.
June 5th, 2023: Amazon’s Small Business Empowerment Report, Shopify’s upcoming shareholder meeting, McKinsey report on the beauty market, and economists wondering where’s the recession?
94.
May 29th, 2023: Walmart releases its Q1 2023 earnings, TJ Maxx earnings indicate acceleration, Takeaways from Paypal’s recent investor event, and Shopify’s road ahead
93.
May 22nd, 2023: Google’s AI and retail announcements, Klaviyo’s IPO filing, Target Q1 2023 earnings, and Shein’s marketplace expansion
92.
May 15th, 2023: BigCommerce reports earnings, eBay prepares launch of international shipping program, Flexport is missing the infrastructure to compete with large players, and Amazon gives shoppers incentives to pick up their orders
91.
May 8th, 2023: Big commerce doubles down on B2B, Pinterest ties with Amazon advertising, PitchBook report whines about the demise of unicorns, and Shopify reports earnings
90.
May 1st, 2023: Bed Bath & Beyond, UPS Q1 earnings, Amazon’s anti-counterfeit exchange, and Shopify’s bill-pay service
89.
April 24th, 2023: Amazon’s shareholder letter, the recent retail sales report, the Shopify collaboration, and David’s Bridal enters bankruptcy
88.
April 17th, 2023: Amazon adds fees, Dollar General’s new partner, Inventory glut and supply chain costs, and changes in consumer shipping preferences
87.
April 10th, 2023: Macy’s CEO steps aside, FedEx’s new announcement, American Eagle Outfitters’ logistics leader, and Walmart’s investor community meeting
86.
April 3rd, 2023: A recap of Shoptalk 2023, venture startup outcomes, Fanatics and NHL, Recapping the headless eCommerce presentation
85.
March 27th, 2023: Walmart launches Clean Beauty, FedEx’s earnings, Foot Locker retrenching, and Amazon layoffs
84.
March 20th, 2023: Silicon Valley Bank, AllBirds’ Stock, Shopify’s investor meeting, and Amazon Buy with Prime
83.
March 13th, 2023: Amazon closing more retail, Dick’s Sporting Goods success story, Target and the next-generation mall, Cloud software spend holding up
82.
March 6th, 2023: Target’s cautious earnings, ThredUp’s apparel resale store, BigCommerce releases earnings, and Amazon closes more warehouses
81.
February 27th, 2023: Walmart’s Q4 earnings, the decline of corporate deal activity, Instagram killing live shopping, and Amazon cuts ties with European distributors
80.
Shopify’s new features, Stripe plans to go public, David’s Bridal launches wedding vendor marketplace, and Shopify’s Q4 earnings
79.
Amazon’s Q4 Earnings, Maersk sees global trade contracting, Fanatics and Livestream shopping, and Warehouse construction in North America
78.
February 6th, 2023: Shopify’s engineering shakeup, Foot Locker is sued, the lawsuit against Google, and UPS’s latest earnings
77.
January 30th, 2023: The fall of U.S. retail sales, Shopify raises its prices, Walmart’s small business program, and AmazonSmile charity program
76.
January 23rd, 2023: NRF, Walmart’s new offer, Lacoste’s brand turnaround, and Amazon’s capacity system
75.
January 16th, 2023: Target’s stock, Bed Bath and Beyond, Fanatics and Candy Digital, and Amazon launches Buy with Prime
74.
January 9th, 2023: Shopify releases commerce components, Nike’s earnings, Meta acquires smart lensmaker, and Chewy plans expansion.
73.
December 26th, 2022: VF Corp CEO departs, Coupa to be taken private, Shein explores online marketplace, Amazon’s lawsuit with European Union
72.
December 12th, 2022: Dollar General Grows, Walgreens’ Same Day, Etsy’s Holiday Sales, and Shopify Refreshes its App Store
71.
December 5th, 2022: eBay opens store in NYC, live shopping comes to holiday windows, Microsoft and AWS, and our Black Friday Cyber Monday review
70.
November 28th, 2022: Macy’s and Kohl’s Earnings, Gap looks to Amazon, Amazon releases new FBA pricing, and new Salesforce data
68.
November 14th, 2022: Stripe’s layoffs, BigCommerce Q3 Results, UPS and Overstock launch pilot program, Google launches shopping updates
67.
November 7th, 2022: Shopify’s earnings, Disney+ expands, CB Insights valuations report, and Amazon Q3 earnings
66.
October 31st, 2022: Amazon’s New Ad Capabilities, Google’s New Shopping Experience for Search, Instacart Pushing Off IPO, and UPS Q2 Earnings
65.
October 24th, 2022: Kroger and Albertsons Merge, Shein launches resale, Toys "R" Us joins forces with Macy's, mixed holiday predictions
65.
October 17th, 2022: Shopify API enhancements, Walmart’s new acquisition, TikTok hiring to build global fulfillment network, and Amazon’s cost-cutting
64.
October 10th, 2022: Google’s new shopping tools, Walmart’s GoLocal, Poshmark acquired by Naver, and Macy in the inventory race
63.
October 3rd, 2022: Prime Early Access event, Gucci and Burberry join second hand trend, Amazon Air grows, and Macy’s new marketplace
62.
September 26th, 2022: Andy Jassy reveals innovation questions, the state of apparel retailers, sustainability and diversity at supply chain management event, and what the results of back-to-school tell us
61.
September 19th, 2022: Shopify changes COO and CFO, Instagram scaling back, Shopify's new cross-border features, and Amazon's Accelerate Conference
60.
September 12th, 2022: CommerceHub acquires ChannelAdvisor, Instacart acquires Rosie, Church & Dwight will acquire Hero Cosmetics, and updates at Target
59.
September 5th, 2022: eBay’s acquisitions of auto parts and trading cards, Locus Robotics scores with Geodis deal, Walmart’s new cash rewards, and Amazon launches new warehousing and distribution service.
58.
August 29th, 2022: Google SEO content update, Amazon’s TikTok-like feed, Walmart eyes new payment opportunities, and Shopify launches Collabs
57.
August 22nd, 2022: Amazon reorganizes grocery business, ThredUp and Tommy Hilfiger, DoorDash and Facebook Marketplace, and Walmart and Target earnings
56.
August 15th, 2022: Instacart’s 2022 IPO, Amazon acquires Roomba, the latest on American Eagle Outfitters, and Avalara going private with Vista Equity
55.
August 8th, 2022: Amazon Q2 earnings, PayPal targeted by Elliot Management, Shopify invests in Klaviyo, and Amazon Today offers same-day shipping
54.
August 1st, 2022: Early reviews of Amazon’s Style Store, Bed Bath and Beyond, UPS innovating through downturn, and Shopify’s Q2 earnings call
52.
July 18th, 2022: Coatue’s view of the market, glut of goods at Target and Walmart, Victoria’s Secret restructures its management team, and an Amazon Prime Day recap
51.
July 11th, 2022: FedEx’s new strategy, Instacart and Walmart Canada’s new launch, TikTok cancels eCommerce plans, Shopify invests in content management system
50.
July 4th, 2022: Nike’s Direct-to-Consumer growth, Bed Bath and Beyond looks for a new CEO, Bill Ready joins Pinterest, and is Amazon planning a second Prime Day?
49.
June 27th, 2022: Global-e acquires Borderfree, eBay acquires KnownOrigin, Walmart and Roku team up, and Amazon appoints Doug Herrington
48.
June 20th, 2022: Amazon’s Consumer CEO departs, Jokr is leaving the US market, The RealReal Founder is out, and Amazon announces Prime Day
43.
May 30th, 2022: Stripe’s new app marketplace, the state of the consumer, Ulta’s announcement, and the secondhand US market.
43.
May 23rd, 2022: Walmart’s profitability miss, REI’s circular commerce efforts, Klarna’s virtual shopping feature, and Target’s Q1 earnings
41.
May 16th, 2022: Instacart’s confidential IPO, Amazon’s Selz acquisition, the launch of Shopify Audiences, and Amazon’s last mile rural delivery
41.
May 9th, 2022: Shopify’s Deliverr Acquisition, The Warehouse Market in Flux, Walmart’s New Activewear Line, Thrasio’s Layoffs and New CEO, and the State of the Economy
38.
April 25th, 2022: USPS’ New Mail Plan, the Buy Now, Pay Later Industry, Walmart Adds PayPal’s CFO, and Andy Jassy’s First Shareholder Letter
37.
April 18th, 2022: Etsy Strike Fizzles, the New eCommerce Site, Target and ThredUp, Shopify’s Succession Plan
36.
April 11th, 2022: Farfetch invests in Neiman Marcus, the new CEO of FedEx, Macy’s expands supply chain operations, and Staten Island Amazon workers unionize
35.
April 4th, 2022: Recent Retail Earnings Call, The Digital Markets Act, SHEIN Solidifying Fast-Fashion Lead, and Target’s Transformation
34.
March 28th, 2022: Guggenheim Partners’ Research, Amazon Roll Up Companies, FedEx’s Recent Earnings Call, and Google’s Last Mile Fleet Solution
33.
March 21st, 2022: Marc Andreessen thoughts on retail stores, Walmart’s linchpin, Macy’s staying ahead of “The Reaper”, and Amazon’s gain in eCommerce
32.
March 14th, 2022: Kohl’s Transformation, Nordstrom’s Ad Expansion, Shopify’s Shipping Platform, and Amazon’s Investment in eCommerce Software
31.
Brands’ dependency on retailers, Amazon’s investments in cashierless stores, Albertsons review of its business, and Target’s 2021 Q4 earnings
30.
February 28th, 2022: Walmart enters new economic environment, USPS Connect, what Daniel Loeb sees in Amazon, and Macy’s isn’t breaking up.
29.
February 21st, 2022: Amazon and diversifying sellers, Shopify’s Q4 earnings, Hasbro and Mattel, and the 2021 PitchBook venture capital report.
28.
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
27.
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
26.
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
25.
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
24.
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
23.
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
21.
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
20.
December 20th, 2021: Meta and Shopify, Carolyn Everson’s early departure, new marketplaces, and buy now, pay later in 2022
19.
December 13th, 2021: Amazon’s profitability, activist investors and Kohl’s, Allbirds Q3 losses, and the state of the supply chain issue
18.
December 6th, 2021: PopSugar partners with Target, Amazon’s sales soar, the Metaverse, and Amazon’s third-party logistics market.
17.
December 1st, 2021: Commercetools’ New Acquisition, Cyber Week, UPS and FedEx Holiday Crunch, and Nike Invests in the Metaverse
16.
November 22nd, 2021: Shopify’s Hydrogen Custom Storefront Framework, Walmart’s Q3 Earnings, Amazon’s New Payment Options, and Target Continues Great Operational Execution
15.
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
14.
November 8th, 2021: Supply Constraints Slow Down Advertising, Bed Bath & Beyond Signs With Kroger, Amazon’s Challenging Earnings, and Shopify’s Fulfillment Strategy
13.
November 1st, 2021: Poshmark’s Brand Closet Program, Mailchimp and Shopify, UPS Earnings, and Amazon Launches an In-Store Pickup Option
12.
October 25th, 2021: J.B. Hunt’s shipping costs, instant delivery startups, Instacart acquires Caper, and shoppers may spend more this holiday season.
11.
October 18th, 2021: Macy’s eCommerce business, Michael’s eCommerce marketplace, Thrasio delays SPAC deal, and the port delays prompt big-company workarounds.
10.
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
9.
October 4th, 2021: Amazon’s fall showcase, Bloomingdale’s new Bloomie stores, Content Play from Pinterest and Albertsons, and an IOU Christmas?
8.
September 27th, 2021: Chewy’s new marketplace for veterinarians, Kroger doubles down on Instacart, Shopify expands its cross-border services, and FedEx’s first quarter 2022
6.
September 13th, 2021: Disney’s Retail Locations, Companies on a Potential Collision Course, Amazon’s Growing Interest in Planes, and the Future of Instacart
5.
September 7th, 2021: The Buy Now, Pay Later Space, CPG Brands are Testing eCommerce, The State of the Global Supply Chain, and The Investor Minute!
4.
August 30th, 2021: Macy's Turnaround Strategy, Walmart’s Delivery Service, Urban Outfitters, Amazon’s Investment in Department Stores, and the Investor Minute!
3.
August 23rd, 2021: Wish.com, Walmart and Target’s Q2 Earnings, Instacart, and introducing The Investor Minute!
2.
August 9th, 2021: Amazon’s Drone Program and Advertising Business, Walmart Sells Software, Square’s $29B Acquisition of AfterPay, Shopify’s Recent Earnings