Ecommerce Markets & Economics

How ecommerce markets grow and make money, covering market size, penetration, profitability, unit economics, consolidation, business models and competitive market structure.

Oct 15, 2026

Amazon’s Business Extends Beyond Its Storefront

Online stores supplied 38% of FY2025 sales; seller services, AWS and ads supplied 52% more

Oct 13, 2026

Shein, Temu and AliExpress sales fall 35.5% in Germany

Q3 consumer spending fell sharply, but higher import costs have not handed local sellers a clear win.

Oct 13, 2026

Ecommerce Changed Winners More Than Industry Rewards

U.S. retail history shows why technology can defend a business without lifting industry profit.

Oct 9, 2026

Resale Funding Follows The Cost Of Trust

Electronics and luxury absorb half the capital in EIV’s US and European resale sample.

Oct 9, 2026

Shein’s Growth Engine Slows To One Percent

First-half sales remain large, but slowing growth demands closer attention to comparable periods and economics.

Oct 8, 2026

Uber Buys Into Workplace Meals

The $2.3bn ezCater agreement adds large baskets and corporate ordering workflows, with integration still to come.

Oct 5, 2026

Temu, Shein and AliExpress capture 90% of EU outbound online spending

ECDB estimates €49.7bn went to the three platforms in 2025, within a €55.1bn overseas physical-goods market.

Oct 2, 2026

Stores Need a Network Balance Sheet

AI exposes fulfillment, media, and data value that a store P&L still misses.

Oct 2, 2026

APAC’s E-Commerce Lead Has Stopped Widening

China keeps APAC above half of global revenue, but the regional split has frozen.

Oct 2, 2026

APAC’s Ecommerce Lead Hides Local Gaps

Five of seven displayed markets trail the global benchmark despite the region’s overall lead.

Oct 1, 2026

Fast Growth, Bigger Revenue Bases

Emerging markets lead percentage growth while mature giants capture most new ecommerce revenue.

Sep 30, 2026

Shein Still Relies On Western Sales

The United States and Europe remained the majority of revenue despite growing sales elsewhere.

Sep 30, 2026

Shein's European sales fall as parcel costs rise

A pre-fee sales decline and higher fulfilment costs put its cheap-import model under pressure.

Sep 29, 2026

Europe’s E-commerce Growth Resets

A slower normalisation now gives way to a marketplace-led €600bn forecast

Sep 25, 2026

Temu Meets Europe’s Strongest Retail Incumbents

Four market leads show Temu’s reach, while established retailers still defend higher ranks elsewhere.

Sep 25, 2026

Stitch Fix grows sales while its client base shrinks

Higher spending per shopper narrowed losses, but the fiscal 2027 outlook tests customer acquisition.

Sep 24, 2026

Shein's IPO Puts Cheap Fashion on Trial

A $27 billion valuation asks whether Shein can protect margins after tariffs reset cross-border commerce

Sep 24, 2026

B2B Leaders Personalize One-to-One

B2B winners deploy genuine individual relevance across every commercial touchpoint more often than laggards.

Sep 23, 2026

Shein Sells More And Keeps Less

Rising sales masked a sharp decline in the profit retained from each revenue dollar.

Sep 22, 2026

Shopify Changes Session Counting and Resets Conversion Comparisons

A September analytics rollout can move visit and conversion metrics without changing sales, orders or customer totals.

Sep 17, 2026

Britain's Online Growth Comes From Spending

A mature shopper base makes repeat spending central as digital sales outpace physical retail.

Sep 16, 2026

DoorDash Buys The Campus Ordering Rail

The deal turns university meal funds into a wider institutional commerce expansion play for DoorDash.

Sep 14, 2026

Kroger Makes Advertising Carry Ecommerce

Digital sales and fast delivery are growing, but retail media is the higher-margin layer helping the combined system turn profitable.

Sep 14, 2026

Rent the Runway cuts the side bets

The fashion platform paused marketplace and advertising pilots, choosing a tighter rental-and-resale loop as Paige Thomas takes over.

Sep 11, 2026

Italy’s Ecommerce Has a Narrow Middle

Top five stores capture 66%, leaving challengers with less demand to fight over.

Ecommerce Markets & Economics

Amazon’s Business Extends Beyond Its Storefront

Shein, Temu and AliExpress sales fall 35.5% in Germany