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eCommerce Strategy Consultant - Rick Watson - RMW Commerce Consulting
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Walmart Wow FY 2026 Q3 Earnings
eCommerce, Retail, Marketplaces Rick Watson 11/20/25 eCommerce, Retail, Marketplaces Rick Watson 11/20/25

Walmart Wow FY 2026 Q3 Earnings

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Klaviyo Q3 2025 Earnings Accelerates Into the Holidays
SaaS Rick Watson 11/7/25 SaaS Rick Watson 11/7/25

Klaviyo Q3 2025 Earnings Accelerates Into the Holidays

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Shopify Q3 Earnings Plays Both the New Hits and the Old Standards
eCommerce, SaaS Rick Watson 11/5/25 eCommerce, SaaS Rick Watson 11/5/25

Shopify Q3 Earnings Plays Both the New Hits and the Old Standards

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Amazon Going All in On Agentic, Delivers Great Quarter
Marketplaces Rick Watson 11/1/25 Marketplaces Rick Watson 11/1/25

Amazon Going All in On Agentic, Delivers Great Quarter

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UPS Gains Margin, Plans Strong Peak, But Remains Mired in Uncertainty
Supply Chain Rick Watson 10/29/25 Supply Chain Rick Watson 10/29/25

UPS Gains Margin, Plans Strong Peak, But Remains Mired in Uncertainty

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Walmart Raises 2025 Sales Guidance: The Tale of Two P&Ls
eCommerce Rick Watson 8/25/25 eCommerce Rick Watson 8/25/25

Walmart Raises 2025 Sales Guidance: The Tale of Two P&Ls

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Target Earnings: Like a Slow Moving Train Wreck
eCommerce Rick Watson 8/21/25 eCommerce Rick Watson 8/21/25

Target Earnings: Like a Slow Moving Train Wreck

Target's latest earnings call reveals deep-seated issues. From a shackled marketplace to a CEO transition and aggressive analyst questions, discover why the company's strategy is failing to inspire confidence in 2025.

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Shopify Q2 Earnings Says F*&!@ U to your Agentic Platform Replacement Thesis
SaaS Rick Watson 8/7/25 SaaS Rick Watson 8/7/25

Shopify Q2 Earnings Says F*&!@ U to your Agentic Platform Replacement Thesis

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Amazon Q2 Earnings, Jassy Calls AI "Biggest Tech Shift in our Lifetime" Can't Seem to Shake AWS Questions
eCommerce Rick Watson 8/5/25 eCommerce Rick Watson 8/5/25

Amazon Q2 Earnings, Jassy Calls AI "Biggest Tech Shift in our Lifetime" Can't Seem to Shake AWS Questions

Amazon reports strong Q2 earnings, but analysts question AWS growth and margins. Dive into the key highlights, challenges, and Amazon's bold claim that AI is the biggest tech shift of our lifetime.

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The WTF Economy Rolls On: UPS Q2 2025 Earnings Highlights
Supply Chain Rick Watson 7/31/25 Supply Chain Rick Watson 7/31/25

The WTF Economy Rolls On: UPS Q2 2025 Earnings Highlights

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Klaviyo Reports Q1 2025 Earnings
SaaS Rick Watson 5/15/25 SaaS Rick Watson 5/15/25

Klaviyo Reports Q1 2025 Earnings

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Q1 2025 Shopify Earnings: BRING IT ON
SaaS Rick Watson 5/8/25 SaaS Rick Watson 5/8/25

Q1 2025 Shopify Earnings: BRING IT ON

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Amazon Q1 2025 Earnings: Investing in AWS and Hoping for the Best
eCommerce Rick Watson 5/2/25 eCommerce Rick Watson 5/2/25

Amazon Q1 2025 Earnings: Investing in AWS and Hoping for the Best

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UPS Q1 Earnings: Amazon Volume Decline Prompting Big Ch-Ch-Ch-Changes
Supply Chain Rick Watson 4/30/25 Supply Chain Rick Watson 4/30/25

UPS Q1 Earnings: Amazon Volume Decline Prompting Big Ch-Ch-Ch-Changes

UPS Q1 2025 earnings reveal how SMBs are taking the brunt of tariff impacts while UPS aggressively pivots post-Amazon. Strategic cost-cutting and network changes hint at a company in full transformation mode.

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Walmart Annual Shareholder Letter: Retail Passengers, Find your Barf Bags
Retail Rick Watson 4/28/25 Retail Rick Watson 4/28/25

Walmart Annual Shareholder Letter: Retail Passengers, Find your Barf Bags

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Walmart Investor Day: eCommerce Executing Well But Tariff Clouds Have Started Raining
Retail Rick Watson 4/15/25 Retail Rick Watson 4/15/25

Walmart Investor Day: eCommerce Executing Well But Tariff Clouds Have Started Raining

Walmart's recent Investor Day revealed challenges and insights, particularly about eCommerce, tariffs, and their future strategy. With over two-thirds of inventory sourced domestically, Walmart navigates the uncertain global landscape. Find out how the company plans to play offense amid the challenges.

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Target 2024 Earnings: Warning Signs But Is There Hope Ahead?
Retail Rick Watson 3/5/25 Retail Rick Watson 3/5/25

Target 2024 Earnings: Warning Signs But Is There Hope Ahead?

Target's 2024 earnings report shows slower growth and declining operating income compared to competitors like Walmart and Amazon. Despite challenges, plans to expand Target Plus and its ad business offer a glimpse of hope. Explore the retailer's path forward.

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Beyond Will Be Profitable in Quarter Never of 2025 - This Place is Doomed
eCommerce Rick Watson 2/26/25 eCommerce Rick Watson 2/26/25

Beyond Will Be Profitable in Quarter Never of 2025 - This Place is Doomed

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Klaviyo 2024 Earnings -- Expanding Up, Down, and Sideways
SaaS Rick Watson 2/25/25 SaaS Rick Watson 2/25/25

Klaviyo 2024 Earnings -- Expanding Up, Down, and Sideways

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Walmart Great FY 2025 Earnings: Maytag Repairman Envious of Consistent Performance - Trump Guidance Included
Retail Rick Watson 2/20/25 Retail Rick Watson 2/20/25

Walmart Great FY 2025 Earnings: Maytag Repairman Envious of Consistent Performance - Trump Guidance Included

Walmart's FY 2025 earnings show strong growth driven by high-income consumers, boosted by eCommerce, advertising, and membership services. Discover how the retail giant maintains consistent performance with efficient operations and resilient consumer demand.

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