Archive

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

Vinted’s Marketplace Expertise Is Deliberate

Marketplaces & Platform Power

Europe

Insights

Other Companies

Vinted’s Marketplace Expertise Is Deliberate

Only 39% came from marketplaces, but that expertise grew sharply after Vinted’s reset.

Europe

AI & Agentic Commerce

Insights

AI Value Requires a Flywheel

Four connected levers matter more than isolated automation pilots

Shein

Commerce Economics & Market Structure

Insights

Global

Shein Sells More And Keeps Less

Rising sales masked a sharp decline in the profit retained from each revenue dollar.

Banks Seek Safeguards Before AI Shopping Scales

Global

News

Payments & Checkout

Other Companies

Banks Seek Safeguards Before AI Shopping Scales

Six lenders propose voluntary principles for automated purchases, with implementation and dispute-handling details still ahead.

McDonald’s Tests Selling Ads While Customers Wait for Food

Americas

News

Other Companies

Retail Media & Advertising

McDonald’s Tests Selling Ads While Customers Wait for Food

A limited US pilot turns post-order menu screens into advertising inventory, with nationwide scale and returns still unproven.

China Separates Checkout Payments From Consumer Credit Offers

Regulation, Policy & Risk

APAC

News

China Separates Checkout Payments From Consumer Credit Offers

September 30 rules redraw how payment apps present loans while installment products can remain available.

Temu

Marketplaces & Platform Power

Europe

News

Temu leads four European markets where incumbents are weaker

ECDB’s 2025 rankings expose country-level differences in competition, before later tariff effects.

Shopify

Commerce Economics & Market Structure

Global

News

Shopify Changes Session Counting and Resets Conversion Comparisons

A September analytics rollout can move visit and conversion metrics without changing sales, orders or customer totals.

Americas

Amazon

AI & Agentic Commerce

Amazon blocks Meta’s Muse from shopping on its site

Shopper approval and retailer permission collide at the checkout.

Insights

Global

Retail Media & Advertising

Digital Now Owns Brand Discovery

Discovery is digital; social, search and websites shape brand choice long before checkout.

Social Commerce & Creator Economy

Insights

Global

Social And LLMs Shape Choice

Among users, social and LLM search rank among the most influential purchase touchpoints.

Social Commerce & Creator Economy

Insights

Global

Social Takes Over Gen Z Evaluation

Store discovery still matters, but social media becomes Gen Z’s decisive purchase-evaluation channel.

Archive