Archive

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

Social Commerce & Creator Economy

TikTok Shop

Europe

Insights

TikTok Shop Appliances Break the Beauty Pattern

The UK owns 53% of five-market appliance GMV, while Germany shows creator commerce can move considered products.

AI & Agentic Commerce

Insights

Global

Retail AI Moves Into the Store

Digital discovery leads today, but in-store automation becomes AI’s next retail operating-control battleground.

Consumer & Category Trends

Insights

Global

The Wallet's Cheapest Rival Is Waiting

Experiences gain budget while durable goods face a consumer newly trained to postpone.

Social Commerce & Creator Economy

TikTok Shop

Amazon

Europe

Insights

Amazon Owns Europe's Beauty Checkout

TikTok Shop wins discovery, but Amazon still converts beauty demand across eight markets.

Tariff Refunds Become a Retail Cashflow Test

Americas

Commerce Economics & Market Structure

News

Tariff Refunds Become a Retail Cashflow Test

June’s refund wave reversed customs revenue and handed importers a harder question: who should keep the recovered cash?

Americas

Apple

News

Payments & Checkout

Other Companies

Apple Turns Hardware Prices Into Monthly Access

A reported US leasing program would put Klarna behind most Apple devices and make upgrade, keep or return part of the checkout decision.

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.

Archive