Archive

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

Aug 21, 2026

Europe's FMCG Middle Gets Squeezed

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

Aug 21, 2026

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

Aug 21, 2026

Amazon's Global Scale Has a Home

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

Aug 21, 2026

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

Aug 21, 2026

TikTok Shop Thins Its Commerce Engine

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

Aug 21, 2026

Gemini Shopping Starts Before Purchase Prompts

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

Aug 20, 2026

ChatGPT's Commercial Intent Is Accelerating

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

Aug 20, 2026

Beauty's Marketplace Volume, Specialist Moats

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

Aug 20, 2026

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

Aug 20, 2026

Amazon's Growth Engine Has a Cash Problem

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

Archive

Europe's FMCG Middle Gets Squeezed

Walmart Turns Stores Into a Delivery Moat

Amazon's Global Scale Has a Home

Alibaba's AI Stack Starts Paying Rent

TikTok Shop Thins Its Commerce Engine

Gemini Shopping Starts Before Purchase Prompts

ChatGPT's Commercial Intent Is Accelerating

Beauty's Marketplace Volume, Specialist Moats

The FTC Wants a Receipt for Your Personal Price

Amazon's Growth Engine Has a Cash Problem

Your smart, no-nonsense guide to the maze of e-commerce

Join 1,000+ other readers and get the week’s best ecommerce & marketplace insights.
Always data-driven, always stunning in under five minutes.

MarketMaze

Archive

Europe's FMCG Middle Gets Squeezed

Walmart Turns Stores Into a Delivery Moat

Amazon's Global Scale Has a Home

Alibaba's AI Stack Starts Paying Rent

TikTok Shop Thins Its Commerce Engine

Gemini Shopping Starts Before Purchase Prompts

ChatGPT's Commercial Intent Is Accelerating

Beauty's Marketplace Volume, Specialist Moats

The FTC Wants a Receipt for Your Personal Price

Amazon's Growth Engine Has a Cash Problem

Your smart, no-nonsense guide to the maze of e-commerce

Join 1,000+ other readers and get the week’s best ecommerce & marketplace insights.Always data-driven, always stunning in under five minutes.

MarketMaze

Join 1,000+ other readers and get the week’s best ecommerce & marketplace insights.
Always data-driven, always stunning in under five minutes.