Rick Watson breaks down four stories shaping e-commerce and retail this week:
Shopify's partner town hall reveals a company that treats API chaos as a brand attribute — and why that's a problem for any hyperscaler ambition.
Lowe's bets $99 can put a red vest inside your home twice a year, and why that physical touchpoint is worth more than any app can replicate.
The Watson Weekly is sponsored by Avalara — automated tax compliance built for Shopify merchants, from calculation to returns. For more details: https://avalara.watsonweekly.com/
USPS wants an 8% fuel surcharge — the first in its history — and what the gap between that and Amazon's 3.5% tells you about structural efficiency.
And Allbirds is done: not restructuring, not pivoting — dissolved, with a $4 billion brand selling for $39 million.
Plus the Investor Minute: Zipline's $200M Series H, Cintas acquiring UniFirst for $5.5B, OpenAI snapping up Astral, Puratos buying Dawn Foods, and why Bark isn't going private yet.
The Watson Weekly: eCommerce Strategy & News