Walmart Reports Earnings, Choiceful Consumer, and Cautious Fiscal 2024 Guidance

Rick Watson 2/21/23 Rick Watson 2/21/23

Walmart Reports Earnings, Choiceful Consumer, and Cautious Fiscal 2024 Guidance

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Shopify Engineering Shakeup Shows Tobi Resetting Shopify In Last Year

Rick Watson 1/30/23 Rick Watson 1/30/23

Shopify Engineering Shakeup Shows Tobi Resetting Shopify In Last Year

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Walmart Slow-Follower Approach to Amazon Takes Another Step with Walmart Business

Rick Watson 1/23/23 Rick Watson 1/23/23

Walmart Slow-Follower Approach to Amazon Takes Another Step with Walmart Business

Walmart launching a program for small businesses and non-profits really tells me one thing. They plan to use this program to take share from Staples, Office Depot, Amazon Business, and Costco. It could work.

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My Read from NRF 2023: Retail World Optimistic But Cautious

Rick Watson 1/17/23 Rick Watson 1/17/23

My Read from NRF 2023: Retail World Optimistic But Cautious

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NRF 2023: What a Difference a Year Makes: Takeaways From the First Day

Rick Watson 1/16/23 Rick Watson 1/16/23

NRF 2023: What a Difference a Year Makes: Takeaways From the First Day

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What Can You Learn From Lacoste's Brands Turnaround? Growth During a Downturn Is Possible

Rick Watson 1/13/23 Rick Watson 1/13/23

What Can You Learn From Lacoste's Brands Turnaround? Growth During a Downturn Is Possible

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Target Stock Downgraded by Wells Fargo A Reminder to Focus on the Fundamentals

Rick Watson 1/6/23 Rick Watson 1/6/23

Target Stock Downgraded by Wells Fargo A Reminder to Focus on the Fundamentals

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What's Going on at VF? CEO Resigns Suddenly

Rick Watson 12/6/22 Rick Watson 12/6/22

What's Going on at VF? CEO Resigns Suddenly

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Dollar General Adding 1,050 Stores: Is it Wise?

Rick Watson 12/5/22 Rick Watson 12/5/22

Dollar General Adding 1,050 Stores: Is it Wise?

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Target Q3 2022 Earnings: It's Ugly Out There.

Rick Watson 11/16/22 Rick Watson 11/16/22

Target Q3 2022 Earnings: It's Ugly Out There.

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Walmart Q3 FY2023 Earnings: Share Gains + Expense Discipline = Sector Bellweather

Rick Watson 11/15/22 Rick Watson 11/15/22

Walmart Q3 FY2023 Earnings: Share Gains + Expense Discipline = Sector Bellweather

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Target's New Larger Format Stores a Challenge to Walmart, If The Economy Holds Up

Rick Watson 11/14/22 Rick Watson 11/14/22

Target's New Larger Format Stores a Challenge to Walmart, If The Economy Holds Up

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Bullwhip Effect Still In Force, Could be Years Before it Sorts Out

Rick Watson 9/20/22 Rick Watson 9/20/22

Bullwhip Effect Still In Force, Could be Years Before it Sorts Out

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Target Leadership Updates Prepare Coming for Coming Years

Rick Watson 9/7/22 Rick Watson 9/7/22

Target Leadership Updates Prepare Coming for Coming Years

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Walmart New Cash Rewards Could Help Its Walmart+ Program

Rick Watson 8/25/22 Rick Watson 8/25/22

Walmart New Cash Rewards Could Help Its Walmart+ Program

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Amazon Reorganizes Its Grocery Business - And It Makes Sense to Me

Rick Watson 8/16/22 Rick Watson 8/16/22

Amazon Reorganizes Its Grocery Business - And It Makes Sense to Me

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Bed, Bath and Beyond Was Doomed From the Start, and Mark Tritton Won Anyway

Rick Watson 7/25/22 Rick Watson 7/25/22

Bed, Bath and Beyond Was Doomed From the Start, and Mark Tritton Won Anyway

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Bed Bath and Beyond Looks For a New CEO As the Company Resets Again

Rick Watson 6/30/22 Rick Watson 6/30/22

Bed Bath and Beyond Looks For a New CEO As the Company Resets Again

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

Rick Watson 5/18/22 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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Walmart Earnings Slowing: Still Seems Reasonably Well-Positioned

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

Walmart Earnings Slowing: Still Seems Reasonably Well-Positioned

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