AI Rick Watson AI Rick Watson

Target ChatGPT App Not Going to Save Them

Target launched a ChatGPT app to play catch-up, but experts question if new tech can save a business with declining fundamentals. Find out why personalization is still on the roadmap and what Target needs to do next.

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Retail Rick Watson Retail Rick Watson

Walmart Tells Chinese Suppliers to Pound Sand - Reduce Prices or Else

Walmart shifts tariff burden to Chinese suppliers, demanding price cuts up to 10% regardless of tariff increases. This hard-line stance continues Walmart's long-standing "Everyday Low Prices" strategy of supplier pressure. Rather than boosting American manufacturing, expect production to simply shift to other low-cost countries as suppliers adapt to avoid the squeeze.

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Marketplaces Rick Watson Marketplaces Rick Watson

Amazon Q4 Earnings Wins the Grammy for Free Cash Flow: "They Not Like Us"

Amazon's Q4 2024 earnings report reveals a 10% increase in net sales to $187.8 billion and a doubling of net income to $20 billion. The North America segment's operating income rose by 43%, while the International segment shifted from a $400 million loss to a $1.3 billion profit. AWS operating income grew by 62%, with a $115 billion annual run rate. The article delves into these financial milestones and Amazon's strategic investments in AI and cloud computing.

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Retail Rick Watson Retail Rick Watson

Walmart Invests In Its Digital Future With Seth Dellaire as Chief Growth Officer

In this article, readers will explore Walmart's digital transformation under the leadership of Seth Dellaire, recently appointed Chief Growth Officer. With a strong background in advertising and digital services, Dellaire is set to drive growth across Walmart's omnichannel product, design, and marketing teams. The article also highlights Walmart's strategy to compete with Amazon, leveraging digital services and data-driven solutions for enhanced customer experiences.

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Retail Rick Watson Retail Rick Watson

2025 Primer: It's a Walmart and Temu Economy, We Are Just Living In It

Explore how Walmart and Temu are shaping the retail landscape as we head into 2025. This article examines Walmart’s strategic positioning and Temu’s rapid growth amid economic uncertainty. Learn how these retail giants are influencing consumer behavior, market dynamics, and what it means for brands and investors in the evolving marketplace.

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