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In this live episode of The Watson Weekend at NRF Presented by Radial, Jessica Lesesky and Rick Watson look back at what they got wrong in their 2025 predictions (hello, Target and Temu!) and suggest what will happen at OpenAI, Nike, and Shopify in 2026. From leadership voids at big-box giants to the "agentic" future of e-commerce, we’re breaking down who’s winning, who’s stalling, and who’s reinventing the game. In This Episode: Target’s Identity Crisis: Is Target losing its soul? We critique the missing "mom hub," the vacant CMO seat, and how leadership changes are impacting their core customer base. The Temu Pivot: How the disruptor bypassed tariff hurdles by recruiting local sellers—positioning themselves for a massive growth spurt. The AI Battleground: ChatGPT has the hype, but does Google have the win? We discuss why Google’s distribution network and daily tool integration might give them the ultimate edge in the AI race. Nike Under Pressure: With activist investors circling and margin pressures rising, we look at how competitors like On and Adidas are gaining ground. Can the Swoosh regain its innovative spark? Shopify & Agentic Commerce: Moving beyond the digital storefront, we explore Shopify’s shift toward AI-powered, agentic commerce and what it means for the future of shopping. Thank you to our sponsors: @RadialCorp @edeskhelpdesk Crstl Rivo @MiraklNewsChannel Rise.ai @pipe17inc @rithumcommerce OneStock @Rydersysteminc Chapters: 00:00 - Introduction 01:18 - Setting the Theme: Boldness in Retail 03:58 - Reviewing Last Year's Manifestations 06:44 - Analyzing Target's Strategy and Leadership 08:26 - Temu's Adaptation to Tariffs and Local Sellers 10:56 - Bold Prediction: Google's AI Dominance Over OpenAI 12:36 - Bold Prediction: Activist Investors Targeting Nike 14:46 - Bold Prediction: Shopify's Shift to Agentic Commerce 15:40 - Closing Remarks and Dance Party #thewatsonweekend #thewatsonweekly #ai #nike #temu #target #openai #gemini #shopify