Go offline with the Player FM app!
Podcasts Worth a Listen
SPONSORED


1 The Final Flight of Captain Forrester | 1. The Mystery of Tiny 05 38:05
April 21st, 2025: Walmart Investor Day shows strong tariff headwinds, is 2025 the year to eat the entire enchilada, Shop for Brands on Amazon seen in the wild, and Amazon surveys its sellers on tariffs
Manage episode 478163904 series 3284442
Is Walmart More Exposed to Tariffs Than They Are Admitting?
In a recent investor day, Walmart indicated that only one-third of its products are not made in the USA. Are we sure about that number? Given the fact that there is no universal definition of made in the USA, I think that number could be a lot higher than the company is letting on.
Learn about this and more in this week’s Watson Weekly podcast, headed straight to your earhole every Monday morning, wherever you find your favorite podcasts.
Today on our show:
- Walmart Investor Day Shows Strong Tariff Headwinds
- Is 2025 The Year to Eat the Entire Enchilada
- Shop for Brands on Amazon Seen in the Wild
- Amazon Surveys Its Sellers on Tariffs
- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.
Today's episode is sponsored by Mirakl.
197 episodes
Manage episode 478163904 series 3284442
Is Walmart More Exposed to Tariffs Than They Are Admitting?
In a recent investor day, Walmart indicated that only one-third of its products are not made in the USA. Are we sure about that number? Given the fact that there is no universal definition of made in the USA, I think that number could be a lot higher than the company is letting on.
Learn about this and more in this week’s Watson Weekly podcast, headed straight to your earhole every Monday morning, wherever you find your favorite podcasts.
Today on our show:
- Walmart Investor Day Shows Strong Tariff Headwinds
- Is 2025 The Year to Eat the Entire Enchilada
- Shop for Brands on Amazon Seen in the Wild
- Amazon Surveys Its Sellers on Tariffs
- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.
Today's episode is sponsored by Mirakl.
197 episodes
All episodes
×
1 May 12th, 2025: Shopify Needs Incentive Alignment to Win in Enterprise, 3 Notables From BigCommerce earnings call, Instacart CEO Departs for OpenAI, and Shopify Reports Solid Earnings Amid Global… 17:51

1 Special Episode from Shopware Partner Day– Inside B2B Growth: Smith Commerce on Scaling Smart 19:17

1 May 5th, 2025: Amazon Reports Q1 2025 Earnings, Walmart Releases an Annual Shareholder Letter, UPS Reports Q1 2025 Earnings, and Kohl’s Fires Its CEO 14:37

1 Turning Tariffs into Tactics — Cross-Border Commerce in 2025 with Alex Yancher, CEO of Passport 57:11

1 April 28th, 2025: Composable Conference in Chicago shows MACH progress, ChatGPT and Shopify partnership teased, and Shopify promotes internally for Chief Design Officer: What's going on? 14:49

1 April 21st, 2025: Walmart Investor Day shows strong tariff headwinds, is 2025 the year to eat the entire enchilada, Shop for Brands on Amazon seen in the wild, and Amazon surveys its sellers on… 17:04

1 The Debate: Is Replatforming Worth It? 1:04:13

1 Redefining Retail: Commercetools, InStore, and the Future of Unified Commerce – A Conversation with Dirk Hoerig 1:00:48

1 April 7th, 2025: Key takeaways on public and private markets, Shoptalk did not answer my key industry questions, Consumers getting stressed out, and Amazon makes last minute bid to buy TikTok 13:36

1 Watson Weekly: Navigating the Digital Commerce Maze with Bryan House 43:50


1 March 24th, 2025: Adobe teases new commerce offerings, BigCommerce launches new account functionality, Klarna files IPO paperwork, and welcome to Shoptalk Week! 13:07

1 March 17th, 2025: Paypal in hot water over its Honey application, AllBirds sales plunge in 2024, why did Walmart buy a mall? And upcoming eCommerce debate event at Shoptalk 11:25

1 March 10th, 2025: Target 2024 earnings shows company falling behind, when will merchants stop treating data as a project? Commercetools layoffs throws into question IPO plans, and has Shopify… 14:02

1 March 3rd, 2025: Is Beyond.com doomed? Klaviyo reports 2024 earnings, Klaviyo coming for Salesforce Service Cloud, and Paypal Investor Day offers problematic vision 15:39
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.