Retail Rick Watson Retail Rick Watson

Walmart In Talks to Buy Vizio TV - Not Clear It Will Work: "It's The Streaming Apps Stupid"

Walmart's potential acquisition of Vizio signals a foray into TV advertising, but challenges lie ahead. While access to Vizio's TV operating system opens new advertising avenues, Walmart faces stiff competition from industry leaders like Amazon and Google. The article explores the implications of this move and Walmart's strategy in navigating the complex landscape of advertising.

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eCommerce Rick Watson eCommerce Rick Watson

I'm Baaaaaaaaackkkkkk - Hot Takes From January

Readers can expect an engaging and insightful breakdown of recent developments and hot topics in the world of commerce and technology. From the latest moves by industry giants like Shopify, Amazon, and Walmart to the struggles and triumphs of retail titans such as H&M and Macy's, this article offers a comprehensive overview of the ever-evolving landscape.

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Marketplaces Rick Watson Marketplaces Rick Watson

Instacart Sets Price for IPO: $9B Midpoint Valuation: Too Low?

In this article, we delve into Instacart's upcoming IPO and compare it to Doordash, analyzing revenue projections and market cap multiples. We explore the factors influencing Instacart's valuation and address concerns such as revenue concentration and increasing competition. Discover the key differences between these tech giants and what the cautious market sentiment means for investors.

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