This website uses cookies
Read our Privacy policy and Terms of use for more information.
Latest
News
Insights
Theme
All themes
AI & Agentic Commerce
Commerce Economics & Market Structure
Marketplaces & Platform Power
Retail Media & Advertising
Region
All regions
Americas
APAC
Europe
MENA
Company
All companies
Amazon
eBay
Walmart
Google
Reports
Deep‑dive trend reports
Databases
Macro & marketplace data
Guides
Resources & playbooks
Dive into a collection of past posts and rediscover timeless content.
Consumer & Category Trends
Weight loss is creating new spend, size uncertainty, and a circular-commerce opportunity for brands
US social ad share crosses 30% as video, automation, and commerce reshape budgets
Regulation, Policy & Risk
FASB ties cash-equivalent treatment to direct redemption, reserve quality and auditable holder access.
US ad money follows personalized feeds as linear and connected TV lose share
DoorDash
Logistics & Fulfillment
Other Companies
DoorDash, Uber Eats, and Instacart kept growing as consumers scrutinized other spending
TikTok Shop
Shopee
Shopee wins planned purchases while TikTok Shop turns content into premium discovery demand
Meta
Global
One client MMM makes Google Brand look wasteful, but incrementality still needs controlled testing
Action and M&S gain household reach while Europe's grocery middle loses its old differentiation
Twenty-four percent US ecommerce growth shows how local inventory, faster promises and marketplace services can reinforce one another
Five markets generate four-fifths of GMV, exposing where Amazon is strongest and weakest.
Alibaba
Cloud growth hit a 22-quarter high, but capital and inference costs still make the full-stack bet expensive
Social Commerce & Creator Economy
Bellevue cuts reach the seller, creator, governance and engineering layer behind social commerce.