
Google is giving advertisers more ways to steer budgets across advertising networks. The new percentage limits are requests rather than guaranteed spending caps.
News
1️⃣ Google lets advertisers steer spending, but percentage limits are not guaranteed.
2️⃣ Etsy’s print test adds an order without extra payment to designers.
3️⃣ The UK reportedly wants marketplaces to collect more tax on sellers’ sales.
Insights
4️⃣ UK delivery fees show shopper charges, not merchants’ negotiated shipping costs.
5️⃣ Specialist resale marketplaces need to solve buying uncertainty, then cost the work.
6️⃣ Amazon’s 2025 accounts separate store sales, seller fees, cloud computing and ads.
LET’S ENTER THE MAZE!
1️⃣ News

The Maze: Google is rolling out new advertising-budget controls globally over several months. Businesses can rank eligible channels and request percentage spending limits. Those limits are not guaranteed.

Source: Google. Eligible channel groups by campaign type; Google properties stay grouped in Performance Max.
The Details:
Priority chooses who gets funded first. Advertisers label channels High or Low priority. Search partners carry Google ads on non-Google search sites; the Display Network supplies third-party website and app placements.
Percentages are soft targets. A lower-priority channel can receive a best-effort allocation. It uses the campaign’s average daily budget, not actual spending. For example, 5% of a US$1,000 average daily budget targets US$50 daily, but spending can exceed it.
Google keeps some choices bundled. Performance Max, its automated multi-channel campaign, groups Google properties together. Advertisers cannot lower YouTube’s priority separately from Search with this setting.
MarketMaze Take: Google wants advertisers who disabled partner networks to test them again. Across markets, a spending preference still differs from a financial guarantee.
Defaults deserve attention. In February 2027, Search campaigns with Display enabled lose their existing allocation setup. Google recommends Low priority with a 50% Display allocation to preserve it.
More control needs proof. Restricting a campaign already meeting its goals can remove useful opportunities. No measured sales or return improvement accompanies these controls.
2️⃣ News

The Maze: Etsy, the independent-seller marketplace, confirmed its print test uses FYUL, the group behind Printify and Printful. Eligible US and Canadian digital designers receive no extra payment on printing orders.

Source: Etsy. Etsy’s seller help page describes a separate printing order fulfilled by Ventur Editions.
Video: Mike L Lane. Earlier walkthrough of Etsy’s printing rules and Ventur’s shop, before Etsy confirmed FYUL and no additional designer compensation. Its partner and payment comments reflect that earlier uncertainty.
The Details:
Two orders, different sellers. Customers buy a digital file, then can order a physical version from Ventur Editions through another Etsy checkout. Ventur handles printing, shipping and support.
Participation can be automatic. Shops already selling physical versions or using their own printing integration are excluded. Others can disable offers shop-wide, but cannot choose individual listings.
Opt-out has limits. It removes Etsy’s printing offers and file-selection access. Buyers can still upload downloaded files themselves. Etsy has not disclosed the test’s seller count or financial impact.
MarketMaze Take: Etsy captures a follow-on transaction without a follow-on designer payment. For sellers everywhere, checkout ownership can matter more than how many products carry their design.
Utility is not extra income. Buyers already print elsewhere. Easier ordering could help digital demand without designer fulfillment work, but that benefit remains unmeasured.
Control is narrower than it looks. A shop-wide switch stops promotion, not independent uploads. The lesson extends beyond North America; the test’s availability does not.
3️⃣ News

The Maze: The UK reportedly plans to make Amazon, eBay and other marketplaces collect more sellers’ VAT, the tax charged on sales. The policy remains unconfirmed.

Source: HMRC and HM Treasury. The original consultation separates marketplace collection from a business’s VAT registration obligation.
The Details:
Close the escape route. Platforms already collect VAT on certain overseas-seller sales. Some traders falsely claim British status to avoid collection. Amazon welcomes broader rules; the Treasury has not confirmed them.
Count the right sales. The earlier consultation proposes a £90,000 sales threshold per platform for UK businesses selling UK-located goods to consumers. That is separate from business-wide VAT registration. Final rules remain unknown.
Cashflow moves too. The platform would charge and remit VAT to the UK tax authority. Sellers would lose money temporarily held before tax payment. Tax advisers support reform but warn of financing and administrative costs.
MarketMaze Take: For sellers elsewhere, the UK proposal shows how changing tax collection can shift working capital without increasing the tax rate. Compliance has a financing side.
Protect honest sellers too. Ending an evader’s advantage can still change compliant sellers’ cashflow. That adjustment needs attention alongside better collection.
Separate collection from rates. The consultation leaves goods’ VAT rates unchanged. A new collector does not automatically mean a higher tax bill.
4️⃣ Insight

The Maze: UK checkout fees average €3.93 for InPost and €7.99 for DPD UK, a twofold gap; these are shopper charges, so they cannot reveal merchants' negotiated shipping costs.
Domestic averages cluster near €4–5 for InPost, Evri, Yodel and Royal Mail, while GLS reaches €5.58 and DPD UK €7.99.
DHL, FedEx, UPS and Parcelforce average €9.13–10.63 in the cross-border group, where different routes and services limit comparison.
Automated checkout observation captures the shopper offer, so merchants should match basket, destination and delivery promise before benchmarking their own fees.
Why it matters: Copying a rival's low delivery fee may mean copying a subsidy you cannot afford; compare the shopper offer and your actual carrier cost separately.
5️⃣ Insight

The Maze: Resale spans 12 specialist categories in EIV's taxonomy, but the useful dividing line is transaction friction: what buyers need verified before paying for a used item.
EIV's landscape covers watches, car parts and ten other verticals, showing distinct customer needs rather than market shares.
Specialist advantage grows where reach, affordable shipping, precise condition information and authentication solve real buying problems.
Handling more work can support higher fees but adds cost and capital needs, so category focus and operating intensity require separate decisions.
Why it matters: Choose the uncertainty worth solving, then cost the service that removes it; a narrow catalogue alone cannot explain why customers should switch marketplaces.
6️⃣ Insight

The Maze: Amazon’s brand wheel shows breadth. Its 2025 accounts show the business underneath: online stores were 38% of sales; seller services, AWS and ads added 52%.
Online stores generated $269.3B; physical stores added $22.6B.
Third-party seller services brought in $172.2B in fees, not marketplace GMV.
AWS was 18% of sales but generated 57% of segment operating income.
Why it matters: Count the payment behind each offer. The same logo can hide different economics: seller fees, ads, subscriptions and cloud each monetize a different customer need.
🧰 Resources
Useful stuff, handpicked by the team every day
🤖 AI prompts: 12 AI Prompts for Bundles, Cross-Sells & Upsells or 👉 All here
📅 Events: Commerce AI Festival 2027 or 👉 All here
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🗞️ Quick hits
Everything else you should know
🛍️ Shops & checkout
A 122-store Shopify audit found all 74 tested checkout sessions worked, but none returned a delivery estimate to Boston. No purchases were completed; a working checkout did not establish a complete buying decision.
Newegg adds Google checkout for eligible U.S. products: shoppers can pay inside AI Mode or Gemini, while Newegg still fulfils and supports the order. Fees and conversion gains remain undisclosed.
📣 Advertising & discovery
Prebid proposes an auction reversal that could let publishers reach Google’s ad buyers without its ad server. The design needs Google to join Prebid Server; browser-only integration would leave that route incomplete.
Facebook lets viewers describe their interests to shape Feed and Reels recommendations within a session, Meta says. The rollout has no country list, and advertising use of those preferences remains undisclosed.
🌍 Cross-border trade
US customs proposes earlier filings for imports up to US$2,500: declarations would be due by arrival. Postal goods still unentered after 15 days could be abandoned; that is not extra filing time.
Shein adds shared shipping for Spanish sellers through GLS, FedEx and CTT on European routes. Its claimed GLS uptake exceeds 80% of Spanish marketplace sellers; prices and measured savings remain undisclosed.
Visa can prepare a domestic card-clearing business in China, but further steps remain before it can process payments. Mastercard's local venture has processed locally issued cards since May 2024.
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