The Digital Commerce Daily

The Digital Commerce Daily — August 30, 2026 In this episode: • The Trade Desk just made programmatic buying significantly more autonomous with its biggest platform overhaul since Kokai launched in 2023 — and it matters for every DTC brand running upper-funnel campaigns outside walled gardens. • Snapchat is making a direct pitch to performance advertisers and ecommerce brands at its 2026 summit, s...

The Digital Commerce Daily — August 29, 2026 In this episode: • A real DTC brand that left TikTok Shop and came back tells us more about the platform's pull on beauty sellers than any industry report can. • One in three European small businesses on Temu say the platform has helped them sell internationally — a data point that reframes Temu from 'cheap Chinese imports threat' to 'cross-border launc...

The Digital Commerce Daily — August 28, 2026 In this episode: • Google is expanding Demand Gen into a full-funnel commerce engine — and the new AI video creation and messaging ad formats directly change how DTC brands build and deploy creative at scale. • Simon Property Group — owner of 190+ malls — has launched a data-driven retail media network, marking the moment physical retail infrastructure...

The Digital Commerce Daily — August 27, 2026 In this episode: • A $400 million privacy settlement is the largest ever against a social platform for children's data — and it has direct implications for TikTok Shop's ability to target younger audiences. • Google AI Mode is generating ads directly from product feeds — not ad copy — which means ecommerce merchants who haven't optimised their Merchant...

The Digital Commerce Daily — August 26, 2026 In this episode: • Amazon has officially switched on drone delivery in the UK, marking the first international rollout of Prime Air outside the US. • M&S is using Zalando as a pan-European distribution engine, reaching 22 markets in a single partnership move that reframes how British retailers can scale cross-border without building their own logist...

The Digital Commerce Daily — August 25, 2026 In this episode: • ChatGPT's ad product just got serious — automated bidding and platform targeting turn it from an experiment into a genuine rival to Google and Meta for performance budgets. • New data reveals Southern Europe has become Chinese ecommerce's strongest Western foothold, with AliExpress, Shein, and Temu outperforming their European average...

The Digital Commerce Daily — August 24, 2026 In this episode: • U.S. ecommerce has snapped back to double-digit growth in 2026 — and the question every brand needs to answer is whether this is a structural shift or a one-year blip. • Citi's move into commerce media is the headline that most brands missed — a major bank entering the retail media space signals the channel is about to get a lot more...

The Digital Commerce Daily — August 23, 2026 In this episode: • Amazon is scaling Prime Air drone delivery across five new US metro areas, marking a significant infrastructure push that goes beyond its recent UK first. • Yoto's $127M growth story is a masterclass in community-led DTC scaling — built on parent word-of-mouth rather than paid acquisition. • YouTube has quietly redefined what counts a...

The Digital Commerce Daily — August 22, 2026 In this episode: • New data reveals Amazon is the most expensive marketplace for sellers in the Netherlands, with average commission fees approaching 20% — a critical number for any European seller evaluating their channel mix. • The global retail media market is crossing $200 billion this year, but a deceleration in growth — and rising concerns about a...

The Digital Commerce Daily — August 21, 2026 In this episode: • Walmart's retail media arm is growing at nearly 40% year-on-year, reshaping the competitive landscape between the big three retail media networks. • Meta has given its AI assistant direct access to Ads Manager, meaning it can now read campaign data and recommend optimisations inside the platform itself. • China is actively instructing...

The Digital Commerce Daily — August 20, 2026 In this episode: • New data shows AI-referred shoppers spend 53% more per visit and convert 60% higher than other traffic sources — a concrete commercial case for brands rethinking their AI visibility strategy. • Non-alcoholic beer brand Bero is using Prime Day conversion data to build its Cyber 5 playbook — a rare look at how a DTC brand balances Amazo...

The Digital Commerce Daily — August 19, 2026 In this episode: • TikTok is quietly building a payments layer inside its DMs that could turn social conversations directly into commerce transactions. • The ANA is formally warning brands that retail media networks are grading their own homework — and marketers are paying the price. • IKEA is launching a dedicated UK online secondhand marketplace for p...

The Digital Commerce Daily — August 18, 2026 In this episode: • Amazon is rolling out its Warehousing & Distribution bulk storage service across five European countries this week, a significant logistics infrastructure move for third-party sellers on the continent. • A performance agency is acquiring two specialist firms to build out dedicated Amazon and TikTok commerce capabilities, signallin...

The Digital Commerce Daily — August 17, 2026 In this episode: • Fruugo's swing from loss to £1.4 million profit signals that cross-border marketplace models can work — and this one quietly connects millions of European shoppers to sellers across 50+ countries. • Traffic arriving from ChatGPT, Perplexity, and other LLMs is behaving differently to organic search visitors — and ecommerce brands are o...

The Digital Commerce Daily — August 16, 2026 In this episode: • A court has ruled Temu is not liable for Shein's copyright claims, a decision that reshapes the legal battleground between the two biggest ultra-fast fashion marketplaces competing for European shoppers. • Payment data shows European online purchases dropped nearly 38% during Wednesday's solar eclipse — a rare real-world event that pr...

The Digital Commerce Daily — August 15, 2026 In this episode: • AppLovin is making a serious push beyond mobile gaming into ecommerce advertising, and performance marketers need to understand whether this is a genuine third channel or just hype. • JD.com's first revenue drop in a decade — while it simultaneously prepares to acquire MediaMarkt across Europe — raises urgent questions about whether a...

The Digital Commerce Daily — August 14, 2026 In this episode: • Samsonite's near-$180M acquisition of Béis signals how legacy travel brands are buying their way into Gen Z's DTC-native, social-first commerce playbook. • Shopify's own data shows AI-driven referral traffic to its merchants nearly tripled in a year — but organic search is still the dominant channel, creating a critical 'both/and' str...

The Digital Commerce Daily — August 13, 2026 In this episode: • Google is killing a key Smart Bidding behaviour in days, and performance marketers running Target CPA or Target ROAS campaigns need to act before August 17th. • Etsy's CEO has laid out a clear three-pillar AI strategy focused on personalisation and discovery — a sign that mid-tier marketplaces are betting on AI to close the gap with A...

The Digital Commerce Daily — August 12, 2026 In this episode: • Live shopping platform Whatnot just doubled its valuation to $20 billion, signalling that Western live commerce is entering its own high-stakes scaling era. • Liquid I.V. is using Prime Day data as a testing ground to deliberately shift customers from Amazon to its own DTC channel — a playbook every CPG brand should study. • UK retail...

The Digital Commerce Daily — August 11, 2026 In this episode: • eBay is making a direct move into live shopping to compete with Whatnot and TikTok Shop, signalling that the format is now mainstream enough to pull legacy marketplaces off the sidelines. • One year in, German DIY giant Bauhaus has onboarded 100 marketplace sellers and added 100,000 SKUs online — a concrete proof point that bricks-and...

The Digital Commerce Daily — August 10, 2026 In this episode: • The US Postal Service is explicitly deprioritising parcel volume in favour of rate hikes, a direct cost threat to every DTC brand shipping domestically. • Fresh EHI/ECDB data ranks Germany's 100 largest online shops by revenue, revealing which categories and marketplace models are actually winning the market in 2026. • Disney is forma...

The Digital Commerce Daily — August 09, 2026 In this episode: • Ahold Delhaize is wiring CPG brand content directly into shoppable grocery carts via Pear Commerce — a new retail media integration model that closes the gap between brand discovery and purchase. • German recommerce giant Momox is expanding into the Netherlands, signalling that the secondhand media marketplace model has room left to r...

The Digital Commerce Daily — August 08, 2026 In this episode: • The Trade Desk posting just 3% revenue growth in Q2 — with shares falling 20% after hours — is a hard signal that programmatic spend is under real pressure from big-brand budget tightening. • Zooplus is turning its pet supplies platform into a full third-party marketplace, rolling out across Germany and Europe after a France pilot — a...

The Digital Commerce Daily — August 07, 2026 In this episode: • OpenAI is bringing Google Shopping-style product carousels into ChatGPT just as the Q4 holiday season approaches, making it a direct new commerce surface brands must now plan for. • Shopify's Q2 earnings call revealed the platform's specific bets on agentic AI, giving merchants the clearest picture yet of where their infrastructure is...

The Digital Commerce Daily — August 06, 2026 In this episode: • Microsoft Advertising is rolling out a suite of AI-native tools that directly challenge Google's Performance Max dominance among ecommerce advertisers. • Ahold Delhaize's results show European ecommerce is now actively offsetting US margin pressure for one of the continent's largest grocery groups. • European recommerce marketplace Re...