

The Watson Weekly: eCommerce Strategy & News
Watson Weekly
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.
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.
Episodes
Mentioned books

Apr 4, 2022 • 11min
April 4th, 2022: Recent Retail Earnings Call, The Digital Markets Act, SHEIN Solidifying Fast-Fashion Lead, and Target’s Transformation
It’s April 4th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Red warning lights flashing on economy from recent retail earnings call
EU passes sweeping privacy legislation called Digital Markets Act
eCommerce brand SHEIN solidifying fast-fashion lead over its apparel rivals
Target’s transformation has been powered by data science
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Mar 28, 2022 • 13min
March 28th, 2022: Guggenheim Partners’ Research, Amazon Roll Up Companies, FedEx’s Recent Earnings Call, and Google’s Last Mile Fleet Solution
It’s March 28th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Guggenheim Partners research highlights recent eCommerce trends to notice
Is this the beginning of the end for a lot of Amazon roll up companies?
FedEx strategy and execution issues on full display at recent earnings call
Google enters last mile supply chain space with its last mile fleet solution
And the Investor Minute which contains seven items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Mar 21, 2022 • 10min
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
It’s March 21st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Retail Stores Will Completely Die, Says Tech Investor Marc Andreessen
Walmart Sees Stores as Linchpin of Last-Mile Strategy
Macy’s Trying Very Hard to Stay Ahead of the Reaper
New Data Suggests Amazon is Gaining Share in eCommerce
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Mar 14, 2022 • 14min
March 14th, 2022: Kohl’s Transformation, Nordstrom’s Ad Expansion, Shopify’s Shipping Platform, and Amazon’s Investment in eCommerce Software
It’s March 14th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Kohl’s looks to stave off activist investors by transforming itself
Nordstrom plots ad expansion as its new retail media network generates $40 million
Shopify launches a shipping platform in Europe with Shippo as its partner
Amazon continues to invest in the eCommerce software market. Is a New Platform Coming Soon?
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Mar 10, 2022 • 32min
Special Edition with Bill Williams
Welcome to a Special Edition non-weekly episode of the Watson Weekly! This is the start of a new series where every few months, we will be doing interviews with a series of interesting people.
I get asked from time to time about having guests on the show, as it would allow me to do a deeper dive on topics that perhaps I only have a few minutes to cover in a typical show.
This week’s guest is none other than Bill Williams. Bill is the founder and CEO of BWG Strategy, a firm which connects industry professionals in eCommerce, technology, and other areas and investment analysts who would like to learn more about the industry. They host thousands of calls per year across all sorts of interesting eCommerce topics such as advertising, payments and supply chain.
This episode dives into his background, an overview of the firm, as well as a few key areas of eCommerce related to advertising and payments.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Mar 7, 2022 • 14min
Brands’ dependency on retailers, Amazon’s investments in cashierless stores, Albertsons review of its business, and Target’s 2021 Q4 earnings
It’s March 7th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Brands may need retailers more than they realize.
Amazon continues to make digital investments in its stores with cashierless technology and display advertising.
Grocer Albertsons starts a strategic review of its business.
Target 2021 Q4 earnings roundup highlights continued focus on employees, stores as hubs, and merchandise
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Feb 28, 2022 • 12min
February 28th, 2022: Walmart enters new economic environment, USPS Connect, what Daniel Loeb sees in Amazon, and Macy’s isn’t breaking up.
It’s February 28th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Walmart enters an economic environment that plays to the company’s strengths
Postal service launches new next-day local shipping service called USPS Connect
Activist investor Daniel Loeb sees $1 trillion dollars of untapped value in Amazon
Macy’s not breaking up but still a lot of hard work ahead
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Feb 21, 2022 • 13min
February 21st, 2022: Amazon and diversifying sellers, Shopify’s Q4 earnings, Hasbro and Mattel, and the 2021 PitchBook venture capital report.
It’s February 21st, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
What if Amazon is the best-positioned company to diversify sellers off Amazon?
Shopify Q4 2021 earnings shows growth but there are still strategy concerns
Hasbro and Mattel’s opposite economic views of toys’ industry future may have implications for other brands
2021 PitchBook venture capital report raises both optimism and concern
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Feb 14, 2022 • 12min
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
It’s February 14th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Recent earnings calls indicate that Meta’s advertising lead is shrinking quickly, and Google is the biggest beneficiary
CMS and eCommerce churn data shows WordPress maintaining market lead, Shopify gaining on WooCommerce
Amazon advertising graduates from "Other" and 3P seller units set record
Modern retailers must prioritize differentiation and freshness to survive
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/

Feb 7, 2022 • 14min
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
It’s February 7th, 2022 and this is the Watson Weekly - Your Essential eCommerce Digest!
Today on the show:
Washington State Attorney General investigation shuts down Amazon price fixing program
UPS 2021 Q4 earnings highlights their focus on revenue quality
Glossier’s CEO learned a hard lesson in technology decision-making as it lays off 80 employees
Recent declines at Bed, Bath and Beyond make you wonder if it can make it
And the Investor Minute which contains five items this week from the world of venture capital, acquisitions, and IPOs.
For more news from Rick, check out:
https://www.rmwcommerce.com/ and https://www.linkedin.com/in/rickwatsonecommerce/


