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Briefing

Last week ecommerce news you might have missed

Amazon Bets $200B On AI 🤖

Amazon Bets $200B On AI 🤖

PLUS: Germany bans Amazon price controls + Shein drops green claims

Feb 6, 2026

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10 min read

Google AI Takes 58% Clicks🤖

Google AI Takes 58% Clicks🤖

PLUS: Amazon breaks speed records, Costco Instacart enter Europe

Feb 5, 2026

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9 min read

Walmart Valuation Hits 1 Trillion 🔵

Walmart Valuation Hits 1 Trillion 🔵

PLUS: Amazon breaks speed records, Costco Instacart enter Europe

Feb 4, 2026

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9 min read

Musk Merges SpaceX With xAI 🚀

Musk Merges SpaceX With xAI 🚀

PLUS: Saks drops Amazon + FedEx debuts AI tracking tools

Feb 3, 2026

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9 min read

Agentic AI Drives Ad Spend 📈

Agentic AI Drives Ad Spend 📈

PLUS: Google unlocks PMax data & eBay ads overspend

Feb 2, 2026

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9 min read

Amazon Cuts 16,000 Jobs ✂️

Amazon Cuts 16,000 Jobs ✂️

PLUS: Meta ads hit $58B & EU parcel imports surge 26%

Jan 30, 2026

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9 min read

🤖 Google AI Gets Leashed

🤖 Google AI Gets Leashed

PLUS: Allbirds shutters US stores + OpenAI is 45% of Microsoft's backlog

Jan 29, 2026

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9 min read

Amazon Shutters Fresh And Go 🏪

Amazon Shutters Fresh And Go 🏪

PLUS: Anta buys Puma stake, Nike automates logistics amid breach

Jan 28, 2026

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9 min read

Temu Ends Cross-Border In Turkey 🇹🇷

Temu Ends Cross-Border In Turkey 🇹🇷

PLUS: OpenAI pitches $60 CPM ads, JD.com blocked in Europe

Jan 27, 2026

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9 min read

TikTok Shop Ends Seller Shipping📦

TikTok Shop Ends Seller Shipping📦

PLUS: Walmart opens premium music shop and Amazon narrows seller claim windows

Jan 26, 2026

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9 min read

Trump Threatens 100% Canada Tariffs 🇨🇦

Trump Threatens 100% Canada Tariffs 🇨🇦

PLUS: Walmart opens premium music shop and Amazon narrows seller claim windows

Jan 25, 2026

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9 min read

ByteDance Closes TikTok US Sale 📱

ByteDance Closes TikTok US Sale 📱

PLUS: Amazon slashes 14,000 corporate jobs and Vinted scales US fashion expansion

Jan 23, 2026

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9 min read

Shopify Sets 4% AI Fee 🤖

Shopify Sets 4% AI Fee 🤖

PLUS: eBay blocks AI shopping bots and IKEA scales its Indian retail operations

Jan 22, 2026

•

10 min read

Amazon Warns Of Tariff Hikes 📉

Amazon Warns Of Tariff Hikes 📉

PLUS: Walmart’s PhonePe IPO gets approved and USPS opens last-mile delivery bidding

Jan 21, 2026

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9 min read

OpenAI Tests Ads In ChatGPT 🤖

OpenAI Tests Ads In ChatGPT 🤖

PLUS: Amazon brings 30-minute delivery to UK and YouTube captures TV ad budgets

Jan 20, 2026

•

10 min read

Pinterest Launches Shoppable TV Series 📺

Pinterest Launches Shoppable TV Series 📺

PLUS: eBay details its agentic AI strategy and AWS expands European cloud infrastructure

Jan 19, 2026

•

11 min read

Trump Hits NATO With Tariffs 🚢

Trump Hits NATO With Tariffs 🚢

PLUS: Walmart promotes AI-focused leader and ChatGPT begins testing ads in free tiers

Jan 18, 2026

•

10 min read

Temu Matches Amazon Global Reach 🌍

Temu Matches Amazon Global Reach 🌍

PLUS: Amazon challenges the Saks restructuring and Google AdSense revenues crash ninety percent

Jan 16, 2026

•

10 min read

Walmart Closes Amazon Sales Gap 🛒

Walmart Closes Amazon Sales Gap 🛒

PLUS: Trump taxes Nvidia AI chips and Amazon squeezes marketplace seller margins

Jan 15, 2026

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9 min read

Everyone But Amazon🤝

Everyone But Amazon🤝

PLUS: The rise of megamanagers. AI becomes the shopping aisle

Jan 14, 2026

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9 min read

Apple Siri Integrates Google Gemini 🍎

Apple Siri Integrates Google Gemini 🍎

PLUS: EU ends customs duty thresholds and Amazon raises vendor shipping standards for 2026

Jan 13, 2026

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9 min read

Google Gemini Handles Walmart Checkout 🛒

Google Gemini Handles Walmart Checkout 🛒

PLUS: EU ends customs duty thresholds and Amazon raises vendor shipping standards for 2026

Jan 12, 2026

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9 min read

Amazon Builds Giant Retail Supercenters 🏗️

Amazon Builds Giant Retail Supercenters 🏗️

PLUS: JPMorgan takes over Apple Card and retail import volumes set to drop

Jan 11, 2026

•

10 min read

Microsoft Copilot Adds Native Checkout 🛍️

Microsoft Copilot Adds Native Checkout 🛍️

PLUS: Walmart scales agentic commerce. Advent Moves On InPost

Jan 9, 2026

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9 min read

France battles Fast Fashion 🇫🇷

France battles Fast Fashion 🇫🇷

PLUS: Bauhaus opens online marketplace and Allegro Exits Mall South

Jan 8, 2026

•

9 min read

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