Retail Rick Watson 5/17/22 Retail Rick Watson 5/17/22

Walmart Earnings Slowing: Still Seems Reasonably Well-Positioned

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Supply Chain Rick Watson 3/18/22 Supply Chain Rick Watson 3/18/22

FedEx Management Needs to Go, Continues to Stumble

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Retail Rick Watson 3/1/22 Retail Rick Watson 3/1/22

Target 2021 Q4 Earnings Roundup Highlights Continued Focus on Teams, Stores as Hubs and Merchandise

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Retail Rick Watson 2/23/22 Retail Rick Watson 2/23/22

Macy's Not Breaking Up But a Lot of Work Ahead

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Retail Rick Watson 2/17/22 Retail Rick Watson 2/17/22

Walmart Enters an Economic Environment That Plays To Its Strengths

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SaaS Rick Watson 2/16/22 SaaS Rick Watson 2/16/22

Shopify Q4 2020 Earnings Shows Growth But Still Strategy Concerns

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eCommerce Rick Watson 2/3/22 eCommerce Rick Watson 2/3/22

Amazon Advertising Graduates from "Other" and 3P Seller Units Set Record

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Supply Chain Rick Watson 2/1/22 Supply Chain Rick Watson 2/1/22

UPS Q4 2021 Earnings Highlights Focus on Revenue Quality

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Marketplaces Rick Watson 11/9/21 Marketplaces Rick Watson 11/9/21

Is The Real Real a Viable Business?

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Supply Chain Rick Watson 10/26/21 Supply Chain Rick Watson 10/26/21

UPS Beats Earnings and Offers Marked Contrast to FedEx Performance

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Supply Chain Rick Watson 9/28/21 Supply Chain Rick Watson 9/28/21

FedEx Q1 Earnings Point to Structural Issues for the Firm

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