Join Rick Watson, 20+ year eCommerce veteran and CEO & Founder of RMW Commerce Consulting, to hear all the latest in the world of eCommerce — from established players like Amazon and Shopify to the new startups, fresh off their latest round of funding. From Marketplaces to Direct-to-Consumer to Supply Chain to Payments, it’s all here. 

New episodes every Monday, just in time for your morning commute!

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&lt;p&gt;Four companies reported. Three of them are paying more to grow.&lt;/p&gt;&lt;p&gt;UPS did $22.8 billion in the second quarter, up 7.6%, raised full-year guidance, and watched the stock fall 6%. The model right now is charging more for fewer packages, and domestic operating profit took transformation charges on the way through.&lt;/p&gt;&lt;p&gt;PayPal put up $8.68 billion, up 5%. Volume keeps climbing. Take rate and operating margin keep sliding. Buybacks are doing the work of holding EPS flat.&lt;/p&gt;&lt;p&gt;Amazon hit a record $200.6 billion quarter with strong AWS growth, though part of the earnings line came from a paper remeasurement on its Anthropic stake rather than from operations. Capex is going up again, and it is going into AI capacity.&lt;/p&gt;&lt;p&gt;Shopify grew 34% to $3.58 billion and spent much of the call on AI. Management says AI-driven orders tripled year over year. Management did not say what that is worth in dollars.&lt;/p&gt;&lt;p&gt;The Watson Weekly is sponsored by Avalara. Learn more at avalara.watsonweekly.com&lt;/p&gt;&lt;p&gt;Then the Investor Minute: Poshmark, Procter &amp;amp; Gamble buying Thorne, Domo going to Progress Software, Calilmacus, and King Kullen finding a buyer on Long Island.&lt;/p&gt;&lt;p&gt;#watsonweekly #paypal #ups #shopify #amazon&lt;/p&gt;

The Watson Weekly: eCommerce Strategy & News

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