Analyzing Dick’s App Success, Nike’s Strategy, and the Amazon-Walmart Gap

In this week’s Watson Weekly weekend edition, hosts Rick Watson and Jessica Lesesky talk about Dick’s Sporting Goods' viral Move moment, Elliott Hill in the New York Times, and the gap between consumer spending at Amazon and Walmart.

Dick's Sporting Goods is number three in the App Store. Nike is running a PR campaign dressed as a turnaround. And the consumer spending data has already picked the winners of the next decade of retail — most people just aren't reading it correctly.

The Watson Weekend edition is sponsored by Avalara.

This week: what Dick's Move app gets right that every other retailer gets wrong about loyalty, why Elliot Hill's "innovation platforms" are a story for investors and not consumers, and what a nine-point drop in retail's share of consumer spending actually means for Amazon, Walmart, and everyone else fighting for what's left.

The short version: utility beats AI features. NPS doesn't fix itself with a robot shoe. And if you're not Amazon or Walmart, you need a reason to exist — not a broader assortment.

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