"Amazon Prime stretches its lead over Walmart+" 📊 Amazon Prime membership dropped to 54% of US adults in June 2025, then rebounded to 64% by May 2026 — still the most widely held retail membership by a wide margin 💰 Walmart+ members spend roughly 4x more than nonmembers buff.ly/FMvR8t2

Check out great research from my colleagues: "2025 Deloitte Back-to-School Survey" 🛒 Parents expect to spend $570 per child on back-to-school shopping this year, flat versus last year, with $30.9 billion in total potential sales up for grabs buff.ly/pCBIQ18

"Prime Day 2026 results: Apparel overtakes home & garden — and Europe outgrows the U.S." 🛒 Clothing, shoes & accessories overtook home & garden as the top selling category on Amazon globally, in the U.S., and at Target, while Europe kept home & garden on top buff.ly/PHk5ffr

"Fleek raises $25M from eBay and Vinted's early backer to rebuild secondhand fashion's supply chain" ♻️ Fleek raised $25M in Series B funding led by Burda Principal Investments, an early Vinted investor, bringing total funding to $45M, up from $20.4M in 2024 buff.ly/hkPwlZi

"China Won Amazon's Top 10,000, America Kept Its Top 100" 📊 Chinese sellers gained 1,342 positions in Amazon's top 10,000 since July 2020, rising from 42.5% to 55.9% of the cohort, while U.S. sellers fell from 53.7% to 40.5% buff.ly/A3jk99M

"Here's what Meta brought to Cannes Lions on the shopping front" 🛒 Meta rolled out Live Video Ads at Cannes Lions, letting merchants promote live videos on Instagram 🤝 Meta is partnering with live commerce platforms TalkShopLive and Firework to turn livestreams into shoppable ads buff.ly/v7mYXB1

"Restaurants can now accept orders placed directly from ChatGPT and Claude thanks to Square's new, low-fee, no setup integration" 🤖 Square launched a ChatGPT app and Claude plugin letting consumers discover restaurants and place orders directly inside those chat interfaces buff.ly/Y1zyldB

"Shoppers increase average order values in most categories" 📊 Health and beauty was the lone decliner, with average order value dropping 7.8% YoY to $62.26 in March 2026 📈 8 other categories posted AOV gains during the same period, showing the pullback is isolated to health & beauty buff.ly/KmtFZ48

B2B Commerce continues its growth: "MSC Industrial Supply ecommerce grows as Q3 sales exceed $1 billion" 📊 Net sales hit $1,047.1M in fiscal Q3, up 7.8% year over year, exceeding the high end of MSC's own outlook 💰 Net income jumped 41.4% to $80.4M, with diluted EPS climbing to $1.44 buff.ly/CWuEtZp

"Inside India newsletter: Amazon, Walmart-owned Flipkart get ready to shake up India's delivery-in-minutes sector" 🛒 Amazon and Walmart-owned Flipkart are racing into India's quick commerce space, aiming to stay relevant as instant delivery could become the dominant e-commerce mode buff.ly/Ey7n55p

"Visa takes agentic commerce live with European banks and merchants" 🤖 Visa has completed live AI agent-powered payment transactions across Europe, moving from controlled demos to real-world purchases 🏦 More than 30 European issuers have completed live agent-executed transactions, buff.ly/mROXOxj

Great overview of B2B Commerce: "Why B2B ecommerce development in Europe is more complex than B2C" 🔗 A single B2B order can involve multiple approvers, a custom price negotiated months ago, a credit account, and a purchase order number — none of which a standard checkout can handle buff.ly/b74Y5K6

"CBP readies more stringent data requirements for postal imports" ⚠️ CBP issued an interim final rule requiring far more detailed data on U.S.-bound mail shipments valued at $2,500 or less 📦 Filers must now submit a merchandise description, full 10-digit Harmonized Tariff Schedule buff.ly/XcN3vzK

"EU slaps €3 fee on cheap ecommerce parcels in blow to Shein, Temu, AliExpress" 📦 Europe imposed a €3 fee on low-value ecommerce imports from China that previously entered the EU duty-free 📊 Ecommerce parcels entering the EU under the exemption surged to 5.8B in 2025, buff.ly/AsjOZod

"Agentic commerce: The future of B2B commerce" 🤖 Deloitte predicts the AI agent market could reach $35B by decade's end—or $45B if agents are strategically orchestrated and risks mitigated 📊 72% of suppliers say their sales processes are mostlyautomated, but only 47% of buyers agree buff.ly/pi2MrI4

Massive growth potential still in India: "India Ecommerce Paths for Foreign Sellers" • 🌏 India is now the world's largest population at 1.46B — yet online retail sales were only ~$125B in 2025, vs. $1.1T in China and $1.2T in the U.S. — the gap is the opportunity buff.ly/aYgpKr5

"The Future of B2B E-Commerce: Key Trends" 🛒 Millennials & Gen Z now make up 71% of B2B buyers up from 64% in 2022 and they expect frictionless self-service digital experiences, not sales reps ⚠️ 73% of B2B buyers prefer to purchase online, yet 85% report frustrations when doing so buff.ly/D8YikKE

"Chinese Door-to-Door Logistics Networks Grow in US to Counter Trade War" 🚚 Chinese logistics specialists are building end-to-end US distribution networks — factory to front door — designed to cut costs and minimize tariff exposure for Chinese merchants selling into America buff.ly/y1Jwxnv

"The EU Is Ending Its De Minimis Exemption — Here's What Every Cross-Border Seller Must Know" 🛒 The EU's €150 de minimis customs duty exemption ends July 1, 2026 — every low-value parcel entering the bloc now faces a flat €3 duty per item category, for the first time ever buff.ly/xLCABtO

"Viewers move on before TikTok videos end" 📊 TikTok audiences watch just 21% of the average branded video meaning 4 of 5 viewers scroll away before it finishes: Q1 '26 data ⚠️ Front-loading a social video with brand messaging cuts the 25% view rate of paid TikTok by placements by 44% buff.ly/4xLAEA8

"Walmart's $1.4B Vibe.co deal is a direct shot at Amazon's booming ad business" 🛒 Walmart is paying $1.4B for Vibe.co, a French ad-tech firm specializing in connected TV and streaming, its biggest acquisition in 2yrs 📺 Vibe.co's key edge: it targets small and medium-size advertisers buff.ly/x09AI1E

"This Prime Day, Retailers Make a Bid for the Bots" 📊 47% of online shoppers used AI during their last purchase — and ChatGPT's share as a product research tool jumped from 2% to 30% in just two years 💰 Bank of America projects $21.6B in Prime Day sales — only 5% YoY growth buff.ly/g2fAILe

Great new e-commerce Trends Report from DHL: 🛒 Cross-border shopping surged to 70% of shoppers buying internationally — up 10 points year-over-year — with 45% purchasing across borders more than once a month 📦 67% of shoppers have abandoned their cart due to delivery issues buff.ly/nBIa77L

"Amazon's ChatGPT ad buy reveals a bigger strategy" 🤖 Amazon is buying ads on ChatGPT even while blocking OpenAI crawlers from scraping its site — controlling the data, not the discovery 🛒 Amazon's play is to drive users back to its own platform where it can control the experience buff.ly/J1ykeOn

B2B commerce as a growth strategy: "Faire 'opening its doors' to business-use buyers" 🛒 Faire — the $5.2B wholesale marketplace built for independent retailers — is now letting businesses buy wholesale for their own operations, not just for resale buff.ly/qJQ66Ij

"How Target is Shaping Shopping Experiences in Conversational AI"📈 AI-driven traffic to Target surged 2,000% in Q1 year-over-year — compared to roughly 400% growth for retail sites overall 🛒 Target co-developed the Universal Commerce Protocol (UCP) with Google buff.ly/fMdXRFO

T"TikTok Shop Sells Personal Transformation" 🛒 Among the top 1,000 U.S. TikTok Shop products by lifetime sales, more than two-thirds of revenue comes from products worn, applied to, or consumed by the body — beauty, health, and apparel dominate buff.ly/zcb635Q

"Visa, OpenAI work together to support agent-led payments" 🤖 Visa is integrating its payment capabilities directly into OpenAI experiences — giving developers and merchants a new framework for AI agent-led purchases 💰estimates agentic commerce could reach up to $1T in U.S. B2C retai buff.ly/JOlHKdq

"On TikTok Shop, 1% of Sellers Drive 60% of GMV" 📊 The top 1% of TikTok Shop sellers drive 60% of all U.S. GMV tracked across nearly 100,000 sellers 💰 The top 0.1%, fewer than 90 sellers averaging over $100 million in lifetime sales, account for more than a quarter of all GMV buff.ly/Nxg5vSw

"Will high-speed grocery delivery allow Amazon and Walmart to close the gap on convenience?" 🚚 Walmart now offers 30-minute-or-less delivery in 33 US markets, while Amazon Now already covers Atlanta, Dallas, Philadelphia & Seattle with dozens more cities coming by end of '26 buff.ly/DceRmbd