Archive

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

Branded Search's £5-for-£1 Measurement Trap

Google

Retail Media & Advertising

Branded Search's £5-for-£1 Measurement Trap

One client MMM makes Google Brand look wasteful, but incrementality still needs controlled testing

Europe

Consumer & Category Trends

Insights

Other Companies

Europe's FMCG Middle Gets Squeezed

Action and M&S gain household reach while Europe's grocery middle loses its old differentiation

Americas

Walmart

Logistics & Fulfillment

News

Walmart Turns Stores Into a Delivery Moat

Twenty-four percent US ecommerce growth shows how local inventory, faster promises and marketplace services can reinforce one another

Marketplaces & Platform Power

Amazon

Insights

Global

Amazon's Global Scale Has a Home

Five markets generate four-fifths of GMV, exposing where Amazon is strongest and weakest.

AI & Agentic Commerce

Alibaba

Global

News

Alibaba's AI Stack Starts Paying Rent

Cloud growth hit a 22-quarter high, but capital and inference costs still make the full-stack bet expensive

Americas

Social Commerce & Creator Economy

TikTok Shop

News

TikTok Shop Thins Its Commerce Engine

Bellevue cuts reach the seller, creator, governance and engineering layer behind social commerce.

Gemini Shopping Starts Before Purchase Prompts

Google

AI & Agentic Commerce

Insights

Global

Gemini Shopping Starts Before Purchase Prompts

Google's ATLAS exposes a wider commercial surface across everyday advice and product discovery

ChatGPT's Commercial Intent Is Accelerating

AI & Agentic Commerce

Insights

OpenAI

Global

Other Companies

ChatGPT's Commercial Intent Is Accelerating

Shopping decisions are moving into conversations faster than brands can measure their influence

Beauty's Marketplace Volume, Specialist Moats

Marketplaces & Platform Power

Amazon

Insights

Global

Other Companies

Beauty's Marketplace Volume, Specialist Moats

Six marketplaces own scale while Sephora shows why focused regional relationships still matter

The FTC Wants a Receipt for Your Personal Price

Americas

Regulation, Policy & Risk

News

The FTC Wants a Receipt for Your Personal Price

A proposed US policy would turn disclosure into the compliance line for data-driven individualized pricing

Amazon

Insights

Commerce Economics & Market Structure

Global

Amazon's Growth Engine Has a Cash Problem

AWS and advertising accelerate while AI investment turns free cash flow negative across the business

Americas

Logistics & Fulfillment

News

Other Companies

Home Depot Sells Three-Hour Urgency

More than 2,000 stores turn local inventory into a subscription-free delivery fast lane

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