Archive

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

ChatGPT's Commercial Intent Is Accelerating

AI & Agentic Commerce

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

Amazon

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

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

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

Other Companies

Home Depot Sells Three-Hour Urgency

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

Europe

Payments & Checkout

Other Companies

Klarna’s Profit Beat Meets Europe’s Slowdown

Stronger quarterly earnings cannot outrun weaker German spending and a lower full-year volume ceiling.

Europe

Apple

Apple Opens Europe’s App Store Gate — and Keeps the Toll

New EU terms replace the per-install fee with a 5% transaction commission and widen alternative distribution

Americas

Walmart

Walmart Rewrites Online Grocery's Share Map

Lower prices and faster fulfillment pulled U.S. eGrocery growth away from traditional supermarkets

Americas

AI & Agentic Commerce

AI Shopping Is Still a Side Job

Americans ask AI questions three times more often than they use it to shop

Americas

Amazon

Walmart

Consumer & Category Trends

Online Grocery Becomes the Main Basket

A two-year spending shift turns online convenience into regional grocers' core channel challenge

Europe

Logistics & Fulfillment

Other Companies

JD Builds a Benelux Fulfilment Base

A Willebroek distribution centre turns Joybuy’s European expansion into local inventory and delivery capacity

Americas

Amazon

AI & Agentic Commerce

Amazon’s Book Scanner Has a Supply Chain

A tracked shipment reveals how physical books become private AI training data at industrial scale.

Archive

ChatGPT's Commercial Intent Is Accelerating

Beauty's Marketplace Volume, Specialist Moats

The FTC Wants a Receipt for Your Personal Price