This website uses cookies
Read our Privacy policy and Terms of use for more information.
Latest stories
Latest newsletters
News
Insights
Theme
All themes
AI & Agentic Commerce
Commerce Economics & Market Structure
Marketplaces & Platform Power
Retail Media & Advertising
Region
All regions
Americas
APAC
Europe
MENA
Company
All companies
Amazon
eBay
Walmart
Google
Reports
Deep‑dive trend reports
Databases
Macro & marketplace data
Guides
Resources & playbooks
Dive into a collection of past posts and rediscover timeless content.
Regulation, Policy & Risk
Global
A safety-critical category moves from certified sellers to a marketplace-wide ban.
Other Companies
Claude's next growth phase starts with a six-year bet on infrastructure that has not yet been delivered.
New cancellation and dispatch penalties turn fulfilment exceptions into a direct margin problem for Indian marketplace merchants
PDD keeps growing while competition, tariffs and compliance make low-price marketplace expansion more expensive
Apple
The Store app's Early Preview joins product choice, trade-ins, offers, orders and Specialist help inside one Apple-controlled conversation.
Consumer & Category Trends
Germany is saturated while six markets still add households through value-led grocery trips
Weight loss is creating new spend, size uncertainty, and a circular-commerce opportunity for brands
US social ad share crosses 30% as video, automation, and commerce reshape budgets
FASB ties cash-equivalent treatment to direct redemption, reserve quality and auditable holder access.
US ad money follows personalized feeds as linear and connected TV lose share
DoorDash
Logistics & Fulfillment
DoorDash, Uber Eats, and Instacart kept growing as consumers scrutinized other spending
TikTok Shop
Shopee
Shopee wins planned purchases while TikTok Shop turns content into premium discovery demand