The Digital Commerce Daily

78% of ecommerce brands are invisible to ChatGPT, Gemini, and Perplexity. Plus Too Good To Go is opening a non-food surplus channel across Europe — and your Shopify sales data may now be your credit score. In this episode: A new report found that ChatGPT, Gemini, and Perplexity never recommended 78% of ecommerce brands in their own product categories, with the same small cluster of names dominatin...

The EU's new parcel tax is already reshaping trade flows — Shein and Temu volumes through Liège Airport collapsed 42% in months. Plus: why brands are spending more on retail media even as growth slows. In this episode: Europe's top 100 marketplaces are on track to generate €175.8 billion in GMV this year, with 79.5% of that coming from cross-border transactions — making domestic-only strategies in...

American Express just built the trust layer agentic commerce needs. Meanwhile, Target's retail media push is hitting a measurement credibility wall — and The Independent's revenue flip signals where product discovery is heading. In this episode: The Independent CEO Christian Broughton confirmed that in September 2026, social commerce revenue overtook SEO-driven affiliate revenue for the first time...

Meta is letting brands book feed ad windows like TV prime-time slots. Dunelm just proved homewares can cross 41% digital revenue. Both numbers should change how you plan. In this episode: Meta launched Ads Super Burst, a reservation-style ad product letting advertisers lock in concentrated feed windows with guaranteed reach — a direct shift away from pure auction-based buying toward TV-style plann...

TikTok Shop's own data is challenging how brands spend creator budgets. Google just handed advertisers real control over Performance Max. And Shopify says AI is converting shoppers better than Google Search. In this episode: TikTok Shop's internal data reveals that smaller creators posting higher volumes of videos are outperforming big-name influencer deals, with the platform naming this its core...

Stelios Haji-Ioannou just launched easyShop.com across 21 European markets to take on Amazon — and a London startup called Obsero raised €1M to solve the AI search problem brands don't know they have yet. In this episode: easyShop.com, backed by easyJet founder Stelios Haji-Ioannou, launched simultaneously across 21 European countries today, positioning itself directly as a challenger to Amazon in...

Shein, Temu and AliExpress just had their worst quarter in Germany — and Ikea is making a serious move into recommerce. Here's what both mean for European ecommerce strategy. In this episode: German sales for Shein, Temu and AliExpress collapsed 35.5% in Q3 2026 versus Q3 2025, driven by intensifying EU regulatory pressure on low-value imports and parcel taxation — but with Amazon holding 63% of G...

Revlon just gave brands the clearest public proof yet that Amazon's interactive video ads drive real purchases. Meanwhile, Apple's new ad tech block list could quietly break retargeting for thousands of ecommerce brands heading into Q4. In this episode: Revlon's Chief Digital Marketing Officer Kelly Solomon publicly detailed at Advertising Week New York how the brand used Amazon's interactive vide...

Meta just handed performance marketers a new AI-driven playbook heading into Q4 — and DHL is quietly buying up Eastern Europe's delivery infrastructure. Here's what both moves mean for your business. In this episode: Meta announced a suite of AI-powered advertising tools at Advertising Week New York, automating creative selection, audience targeting and bid optimisation — putting pressure on brand...

Levi's is quietly outperforming digital-native brands with 10% ecommerce growth — and the EU's new parcel surveillance fee could reshape the cost model for every brand shipping into Europe. In this episode: Captify data shows UK social commerce search intent surged 457% during the Christmas shopping period, while AI-powered fashion searches rose 44% over the same window. Levi Strauss & Co. rep...

Amazon's October sale just crossed $9.86 billion — proof Q4 now starts early. Plus Zalando makes a massive physical bet on France, and a certification that could reshape how European brands buy retail media. In this episode: Adobe Analytics recorded $9.86 billion in total online spending across all retailers during Amazon's two-day Prime Big Deal Days on October 6–7, 2026, surpassing the equivalen...

UK retail media just hit £2bn in a single half-year. Amazon controls nearly two-thirds of Germany's online retail. And Prime Day is quietly getting upper-funnel Amazon ad spend past CFO scrutiny. Three structural shifts every ecommerce brand needs to act on. In this episode: UK online retail media grew 32% year-on-year in H1 2026 to reach £2bn, outpacing social, search, and programmatic display to...

Albertsons is making headlines twice today — a senior retail media exit and an enterprise-wide ChatGPT rollout at the same grocery giant. Then Cotswold Outdoor shows Europe how to unify digital and in-store retail media. In this episode: Brian Monahan, former Dentsu executive and head of Albertsons Media Collective, has exited the grocery retailer's retail media network amid a leadership shift und...

TikTok just built a second way to sell inside its app — bypassing its own marketplace. Plus, Frasers Group is making a £1 billion move into luxury ecommerce. Here's what both mean for digital commerce. In this episode: TikTok has launched a direct brand checkout feature alongside TikTok Shop, paired with an AI shopping assistant that guides purchase decisions — giving brands a DTC path inside the...

Google Gemini just made AI traffic measurable for the first time — a quiet change with big implications for ecommerce analytics. Plus DoorDash bets on AI-driven B2B ordering and Søstrene Grene proves physical retail still scales. In this episode: Google Gemini has begun appending UTM parameters to referral links, letting ecommerce teams isolate and measure AI-driven traffic in their analytics plat...

TikTok and Amazon are both rewriting how they count ad results — and brands are caught in the middle. Plus, a UK wellness marketplace just outgrew every AI and fintech startup in Europe. In this episode: TikTok is rolling out its own attribution framework to challenge last-click measurement, entering a space already destabilised by Apple's iOS privacy changes and competing platform-reported number...

Temu, Shein and AliExpress now control nine in every ten euros Europeans spend abroad online — and ChatGPT just launched virtual try-on and wishlists, making it a direct rival to Google Shopping and Zalando. In this episode: New data shows European consumers sent nearly €49.7 billion outside the EU via cross-border ecommerce in 2025, with over 90% of that spend captured by just three Chinese platf...

Apple just blocked The Trade Desk from serving ads on Safari — and peak season is weeks away. Plus, Whoop nearly broke its supply chain by growing too fast. In this episode: Apple's latest iOS update is actively blocking The Trade Desk from serving programmatic ads on Safari, cutting off a significant slice of open-web ad inventory for performance marketers heading into peak season. Whoop's pivot...

DoorDash is coming for UPS and FedEx's returns business. Kroger is predicting which ads will sell before they go live. And Europe's 5% ecommerce growth figure is hiding a much bigger story underneath. In this episode: DoorDash announced a nationwide returns service at its Dash Forward event on September 29, putting it in direct competition with UPS, FedEx, and Amazon's return infrastructure while...

Europe's parcel tax just produced its first hard numbers — and Shein's profits are down 50% in six months. Meanwhile Amazon and Meta are both racing to hand ad budget decisions to AI. Here's what that means for your business. In this episode: Shein's operating profit was cut in half in the first half of 2026 after the EU's new parcel tax on low-value shipments forced the ultra-low-cost retailer to...

Shopify just rewired its checkout for AI agents — any browser-based agent can now complete a purchase. Plus Adobe's $275B holiday forecast and Amazon threatening Europe's 3PL market. In this episode: Shopify has expanded WebMCP support into its checkout layer, allowing browser-based AI agents to update order details and complete purchases with buyer authorisation — open infrastructure any agent ca...

DHL eCommerce is buying up last-mile carriers across Eastern Europe's fastest-growing markets. And Pieces is opening 45 physical stores in Benelux while rivals go digital-only. Here's what both moves mean for your business. In this episode: DHL eCommerce is actively seeking further acquisition targets across Eastern Europe following its planned purchase of Baltic carrier Venipak, betting that owni...

John Lewis Partnership is quietly building an ad business to rival Amazon in the UK. Best Buy is using AI not to cut costs but to convert shoppers. And one measurement firm just made its forecasting model free — putting every expensive MMM vendor on notice. In this episode: John Lewis Partnership is building a closed-loop retail media network anchored in first-party data from both Waitrose and Joh...

Fanatics is going all-in on Afterpay as its exclusive BNPL partner — and AI agents are now targeting online shops for just $25 a hit. Two stories every ecommerce operator needs today. In this episode: Fanatics has named Afterpay — owned by Block — as its single preferred BNPL partner across its ecommerce stores, betting on deep checkout integration over a multi-provider menu. Autonomous AI agents...

Sephora just made TikTok Shop a premiere launch destination — and Shopify handed its merchants an AI shopping channel Amazon sellers can't access. Both moves redefine where premium commerce happens. In this episode: Sephora, owned by LVMH, released a beauty set exclusively on TikTok Shop — bypassing its own website and all other retailers — signalling the platform has matured into a credible first...