Archive

Dive into a collection of past posts and rediscover timeless content.

Americas

Amazon

Logistics & Fulfillment

News

Amazon Freezes Fees, Moves the Holiday Clock Forward

Holiday 2026 pricing stays steady, but earlier inbound deadlines push more forecasting and stockout risk onto U.S. sellers.

Europe

Commerce Economics & Market Structure

News

Other Companies

Rossmann Turns Its App Into Pharmacy

Germany’s drugstore giant wants prescription demand—but the service burden comes with it.

Shein

Insights

Commerce Economics & Market Structure

Global

Other Companies

Fashion's Middle Is Losing Its Moat

Ultra-low prices and stronger value brands squeeze traditional fast fashion from both sides

Insights

OpenAI

Global

Payments & Checkout

Other Companies

Who Controls the Agentic Checkout?

AI owns discovery, but payment licensing and merchant integration may decide execution at scale.

AI & Agentic Commerce

Insights

OpenAI

Global

ChatGPT Has Two Citation Markets

Deeper reasoning changes sources, search intensity, and which brands survive the buyer journey.

Regulation, Policy & Risk

Europe

Alibaba

News

Europe Puts a Price on Marketplace Safety

AliExpress's €550 million DSA fine turns product controls into a platform operating obligation.

Marketplaces & Platform Power

Shopify

Global

News

Shopify Turns Collections Into a Merchandising Control Layer

Sources, sub-collections and variant targeting reduce manual upkeep while forcing collection apps onto API 2026-07.

Regulation, Policy & Risk

Google

Europe

News

Europe Opens Google's Search Vault

Binding DMA rules share anonymised feedback data with eligible search and AI rivals—but not Google's algorithm.

Americas

Marketplaces & Platform Power

eBay

News

Other Companies

GameStop Turns 9.8% Into eBay Pressure

A direct voting stake gives Cohen leverage, while financing and shareholder support remain unresolved.

DoorDash Turns Shopify Stores Into Delivery Channels

Americas

Marketplaces & Platform Power

DoorDash

Shopify

News

DoorDash Turns Shopify Stores Into Delivery Channels

A native U.S. sales channel moves local inventory into DoorDash demand without a second merchant workflow.

AI & Agentic Commerce

Insights

Global

AI Capex Is Outrunning Every Precedent

Three years of hyperscaler spending now exceed the peak of every prior technology boom.

Amazon

AI & Agentic Commerce

Alibaba

Insights

Global

AI Commerce Is Splitting in Two

China compresses discovery and checkout while Western shoppers keep AI outside retail platforms.

Archive