Retail Rick Watson 5/18/22 Retail Rick Watson 5/18/22

Target Q1 2022 Earnings Shows Short-Term Profit Challenges During 2022, Long-Term Outlook Still Strong

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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 4/4/22 Supply Chain Rick Watson 4/4/22

Macy's Spends Big to Ship Nationwide from North Carolina?

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Marketplaces Rick Watson 3/22/22 Marketplaces Rick Watson 3/22/22

The Beginning of the End For Lots of Amazon Rollup Companies

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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 2/28/22 Retail Rick Watson 2/28/22

Walmart Regains Its eCommerce Footing Led by Logistics

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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 2/14/22 eCommerce Rick Watson 2/14/22

Amazon is going to be out for blood in 2022

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Marketplaces Rick Watson 1/6/22 Marketplaces Rick Watson 1/6/22

First-Party Retail Has Key Advantages Over Third-Party In Supply-Constrained Situations

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