The Digital Commerce Daily

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 Amazon. • The narrative that Europe's new parcel tax has slashed Chinese cross-border shipments by a third is being challenged — and the real data tells a more complicated story for Temu and Shein. Hosted by Marco & Klara. New episode ever...

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 sales slowed sharply in July but ecommerce is actively cushioning the blow, making this the clearest live data point yet on digital commerce's role as a structural ballast for British retail. Hosted by Marco & Klara. New episode every weekday. T...

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-mortar retail chains can successfully platformify their ecommerce operations. • Publicis Groupe's $2.167 billion acquisition of LiveRamp ends the era of neutral data infrastructure in ad tech — and has direct implications for every DTC brand and retailer that relies on LiveRamp's identity graph for audience...

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 formalising fan-created TikTok content as an official marketing channel — a social commerce playbook move that signals where brand-platform partnerships are heading. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

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 run in Western Europe. • Google is quietly beta-testing Buyer Direct — a product that lets AI agents bypass traditional programmatic pipes and buy media directly through Google's ad server, which could redraw the entire performance advertising supply chain. Hosted by Marco & Klara. New episode ever...

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 significant shift in European vertical ecommerce strategy. • Fresh survey data on what online shoppers are actually prioritising for the 2026 holiday season gives ecommerce brands a rare early-August read on where to focus their Q4 investment right now. Hosted by Marco & Klara. New epi...

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 heading. • Chinese live commerce operator Yowant is actively exporting its full operational model — not just the format — into the UK, US and European markets, representing a structural competitive threat to Western social commerce players. Hosted by Marco & Klara. New episode every weekday. Tag...

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 Refurbed is expanding beyond electronics into musical instruments, testing whether its sustainability-led model can scale into new categories. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — August 05, 2026 In this episode: • Walmart just paid $1.4 billion to own its own streaming ad inventory, directly challenging Amazon's closed-loop retail media empire. • Argos — freshly spun out from Sainsbury's — is launching its own curated marketplace, signalling it intends to compete as an independent ecommerce player in the UK. • Google paid search growth slowed materially in Q2 2026, raising urgent questions about where ecommerce performance budgets should be allocated in H2. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — August 04, 2026 In this episode: • A critical security vulnerability in one of WooCommerce's most widely used plugins lets unauthenticated attackers seize full control of ecommerce stores — affecting potentially thousands of merchants right now. • Snapchat is poaching senior TikTok talent to sharpen its pitch to performance advertisers — a signal that the battle for social commerce ad budgets is intensifying beyond just Meta and TikTok. • New data on German online shoppers in 2026 shows that price is no longer the dominant purchase driver — loyalty, trust, and experience are now the battleground, reshaping how brands must compete in Europe's largest ecommerce market. Hosted...

The Digital Commerce Daily — August 03, 2026 In this episode: • Amazon's Q2 ad revenue hit $19.8 billion as live sports emerges as a key driver of its closed-loop advertising flywheel — a distinct angle from the trailing 12-month figure already covered. • Amazon is pumping €300 million into German logistics infrastructure just as the market rebounds — a supply-side bet on Europe's largest ecommerce economy. • Lululemon is making AI a core operational pillar in 2026 — with active hiring and investment that signals a DTC brand treating AI as a commerce infrastructure play, not just a marketing garnish. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail...

The Digital Commerce Daily — August 02, 2026 In this episode: • Meta's Q2 earnings show ad revenue surging but AI infrastructure costs are now growing faster than the top line — a direct signal for ecommerce brands budgeting Meta spend. • Sainsbury's is offloading Argos to a group of investors to refocus on grocery — a major structural shift for UK omnichannel retail that reshapes one of Britain's largest general merchandise ecommerce operations. • New research reveals that retail fulfilment infrastructure is failing to deliver on the promises AI-driven agentic commerce is making at checkout — exposing a critical gap between the front-end and the back-end of ecommerce. Hosted by Marc...

The Digital Commerce Daily — August 01, 2026 In this episode: • Shopify has launched its pay-per-sale Shop Campaigns ad product in Germany, giving European merchants a zero-risk performance advertising model ahead of Black Friday. • German online retail grew 4.3% in H1 2026, marking a genuine recovery for Europe's largest ecommerce market after two years of contraction. • The European Commission has accused Temu of failing to cooperate during an unannounced inspection at its Dublin HQ, significantly escalating the EU's Digital Services Act crackdown on the platform. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichan...

The Digital Commerce Daily — July 31, 2026 In this episode: • Amazon's ad business has crossed $76 billion in trailing revenue and is already showing early commercial results from Sponsored AI Prompts — a format that could redefine how products get discovered on the platform. • A new US House bill would force marketplaces to explain account suspensions and give sellers a formal appeals process — the most significant proposed seller protection legislation in years. • Ceconomy — the European electronics retail giant behind MediaMarkt and Saturn — has grown profits by more than a fifth in nine months, with its online stores and retail media network driving a meaningful share of that gr...

The Digital Commerce Daily — July 30, 2026 In this episode: • Walmart is using Vibe.co and Vizio to chase Amazon's connected TV retail media playbook — and the battle for streaming ad budgets is now a commerce story. • Fresh AA/Warc data shows UK adspend up 9.3% in Q1 2026, with social media growing 17.7% and retail media posting double-digit gains — hard numbers that reframe where digital commerce budgets are actually flowing. • Sainsbury's is now letting UK shoppers earn Nectar loyalty points on Uber Eats rapid grocery orders — a move that ties its first-party data asset directly into quick commerce and raises the stakes for every rival grocery...

The Digital Commerce Daily — July 29, 2026 In this episode: • Shopify merchants in the US can now tap DoorDash's delivery network directly from their stores, blurring the line between ecommerce and on-demand logistics. • A full year of auction data confirms Amazon's withdrawal from US Google Shopping has permanently reshaped the competitive landscape for every other retailer buying those placements. • A new NielsenIQ report shows Chinese live commerce has reached the total revenue scale of all US ecommerce — a benchmark that reframes how seriously Western platforms need to take the format. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail med...

The Digital Commerce Daily — July 28, 2026 In this episode: • TikTok is pushing social commerce beyond physical goods into travel bookings, turning every destination video into a direct purchase moment. • Google is forcing budget-limited Target CPA and Target ROAS campaigns to chase their stated targets from August 17 — ecommerce advertisers who haven't audited their targets face a nasty cost spike. • Dick's Sporting Goods, LiveRamp, and Adobe have formed a partnership that tackles retail media's biggest unsolved problem — creative personalisation at scale without a bespoke production budget. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2...

The Digital Commerce Daily — July 27, 2026 In this episode: • Shein has slipped into losses ahead of its planned Hong Kong IPO, raising serious questions about the ultra-fast fashion model's long-term viability just as European regulators turn up the pressure. • New York is moving to regulate AI-generated models in product advertising, which could force ecommerce brands to rethink how they produce and label product imagery at scale. • Retail media is pushing beyond direct-to-consumer into wholesale channels, signalling a fundamental expansion of where retail media budgets can now flow. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon...

The Digital Commerce Daily — July 26, 2026 In this episode: • Advertisers have spotted a new audience control inside Performance Max that could meaningfully change how ecommerce brands target and exclude shoppers by income bracket. • Alibaba is deploying agentic AI across its B2B marketplace to automate the sourcing workflow for ecommerce sellers — a move that could reshape how brands and retailers discover and procure inventory. • Payment failure — not customer dissatisfaction — is silently killing subscription retention for ecommerce brands, and most operators don't have visibility into how often it's happening. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon...

The Digital Commerce Daily — July 25, 2026 In this episode: • ChatGPT is rapidly maturing as an ad platform with features that directly challenge Google and Meta for ecommerce performance budgets. • Non-alcoholic beer brand Bero is proving that offline retail can be engineered to feed DTC ecommerce growth — not cannibalise it. • China's threat of trade retaliation over France's anti-fast-fashion law puts Shein, Temu, and the entire cross-border ecommerce model under direct geopolitical pressure in Europe. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — July 24, 2026 In this episode: • Shopify is expanding its performance-based advertising product to British retailers, letting them pay only when a customer actually converts — a meaningful shift in how UK ecommerce brands acquire customers. • European beauty ecommerce platform Notino has posted 11.5% revenue growth to €1.76 billion, making it one of the continent's fastest-scaling pure-play online retailers in a category that Amazon and physical retailers are fighting hard for. • The European Commission has formally outlined competition objections to JD.com's planned takeover of MediaMarkt owner Ceconomy, putting a major Chinese ecommerce player's European brick-and-click expansion strategy on the line. Hosted by Ma...

The Digital Commerce Daily — July 23, 2026 In this episode: • The European Commission's order forcing Google to share Android and Search data with rival AI assistants could fundamentally redraw the retail media landscape in Europe. • Zalando's investment in German AI robotics firm Sereact signals that Europe's largest fashion marketplace is betting on automated fulfilment as its next competitive moat. • China's government has formally pushed back against the EU's record DSA fine on AliExpress, turning a platform compliance story into a trade tension flashpoint with direct implications for cross-border ecommerce in Europe. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce...

The Digital Commerce Daily — July 22, 2026 In this episode: • Amazon's own Seller Growth Summit became the backdrop for a seller revolt, with the Million Dollar Sellers group publicly challenging the platform's fee structures and policies. • Allegro's 13.7% GMV growth in Q2 makes it one of the fastest-growing large marketplaces in Europe, at a time when most Western platforms are reporting single-digit gains. • New research from Savvy unpacks the psychological mechanics behind why Gen Z converts on TikTok Shop at rates that traditional ecommerce channels struggle to match. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart...

The Digital Commerce Daily — July 21, 2026 In this episode: • Reformation's IPO push is the most significant DTC brand public market test of 2026, signalling whether sustainable fashion can command a billion-dollar valuation. • Germany's H1 2026 ecommerce data gives us the clearest read yet on whether Europe's largest market is returning to meaningful growth after two years of stagnation. • The Dutch Consumer Association is taking direct legal action against both Bol and Amazon over fake discount practices, which could trigger platform-wide pricing rule changes across Europe. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omn...

The Digital Commerce Daily — July 20, 2026 In this episode: • Google is giving ecommerce advertisers something they've been demanding for years: granular product-level reporting across every channel inside Performance Max. • European payments fintech Mollie is deploying €350 million to deepen its grip on the SME ecommerce market across Europe, at exactly the moment the checkout layer is becoming a commerce platform battleground. • AI is now enabling a new wave of ecommerce return fraud — fraudsters can generate convincing fake product damage images at scale, and most merchant returns policies aren't built to catch it. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital comm...

The Digital Commerce Daily — July 19, 2026 In this episode: • A forensic breakdown of how Meta, Google, and other ad platforms each measure conversions differently — and why that gap is costing ecommerce advertisers real money. • GameStop is now live on Uber Eats for on-demand delivery of consoles and games — a survival pivot that tells you everything about where distressed physical retailers are being forced to look for volume. • Liquid I.V. hit No. 2 on Amazon's Prime Day best-sellers list for the fourth consecutive year — concrete proof that a Unilever-owned DTC brand can dominate marketplace commerce without losing its identity. Hosted by Marco & Klara. New epi...

The Digital Commerce Daily — July 18, 2026 In this episode: • Amazon is embedding its pharmacy directly into the point of prescription, turning healthcare providers into an upstream commerce channel. • New data from over 10,000 creator storefronts exposes a structural conversion gap between influencer-driven traffic and the landing pages brands send them to. • The EU's ban on destroying unsold fashion inventory kicks in this weekend, forcing large ecommerce and fashion brands to fundamentally rethink returns, overstock, and fulfilment strategies. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — July 17, 2026 In this episode: • TikTok Shop is rolling out AI-generated shopping videos — and both brands and creators are pushing back hard. • New data shows European retail media is outpacing overall digital ad growth by a factor of nearly two-to-one, cementing it as the continent's fastest-growing ad channel. • Uber's €13 billion acquisition of Delivery Hero dramatically reshapes the European quick-commerce and delivery landscape — with major implications for brands advertising on delivery platforms. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — July 16, 2026 In this episode: • A $53 billion bid to merge Stripe and PayPal would create the dominant payments infrastructure layer underneath virtually all of western ecommerce. • Kristi Argyilan — the executive who literally built Target's Roundel retail media network — is now at The Trade Desk, signalling a serious push into retail media from the buy-side's most powerful independent DSP. • UK ecommerce parcel volumes were flat in Q2 2026, but the data reveals a deliberate consumer shift toward high-value, considered purchases — with real implications for how brands should allocate ad spend by category. Hosted by Marco & Klara. New episode every weekday. Tags...

The Digital Commerce Daily — July 15, 2026 In this episode: • British subscription beauty brand Beauty Pie has migrated its entire ecommerce operation to Shopify as it gears up for its next growth phase — a real-world signal of how DTC brands are consolidating on fewer, more powerful platforms. • Tractor Supply is joining the Instacart Marketplace to offer one-hour delivery across the US — a move that extends rapid delivery into a product category most people assumed would never need it. • Sky's proposed acquisition of ITV's media business could reshape the UK retail media landscape by creating a dominant CTV advertising player that retailers and ecommerce br...

The Digital Commerce Daily — July 14, 2026 In this episode: • PayPal Ads is making a structural case that its cross-merchant transaction data gives it a retail media signal no single retailer can replicate. • A data breach at Lidl's Benelux ecommerce operation is a sharp reminder that grocery retailers expanding online carry cybersecurity exposure that pure-play digital brands have long had to manage. • A K-beauty brand is ditching the traditional awareness-to-conversion funnel in favour of a single-moment commerce strategy built for how US shoppers actually discover and buy beauty products today. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail m...

The Digital Commerce Daily — July 13, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Conagra Brands appointing WPP's Barrows as its dedicated commerce marketing agency signals that major CPG players are treating commerce as a distinct discipline requiring specialist infrastructure. • New research shows advertisers are comfortable using AI in social and retail media but are pumping the brakes on AI for influencer and CTV — revealing a confidence gap that directly shapes where ecommerce budgets flow. • A $100 million investment thesis built entirely around founder-led creator agencies is a direct bet that the creator economy's next phase is consolidat...

The Digital Commerce Daily — July 12, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Vinted is co-founding a cross-sector European Media Marketplace, signalling that resale platforms are now serious players in the continent's ad tech infrastructure. • Chewy's $3.36 billion quarter shows how a pure-play ecommerce retailer is deploying AI not as a marketing buzzword but as a lever for operational margin and customer retention. • Meta is now requiring more granular disclosure on AI-generated ad creative, a policy shift that directly affects ecommerce brands running Advantage+ and AI-automated campaigns at scale. Hosted by Marco and Klara.

The Digital Commerce Daily — July 11, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Levi's Q2 results show a 19% ecommerce jump, making it one of the clearest live data points this week that legacy apparel brands can win by doubling down on DTC. • Shopify's EMEA MD reframes agentic commerce not as a threat to physical retail but as the connective tissue between online and in-store — a meaningful strategic signal from the platform powering much of European ecommerce. • A fintech-marketplace partnership in France is quietly solving one of the biggest friction points for third-party sellers — cash flow — and it signals...

The Digital Commerce Daily — July 10, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Marks & Spencer is using Amazon as an international expansion vehicle, and the Netherlands move signals a replicable cross-border playbook for European retailers. • Outdoor DTC brand Cotopaxi is deliberately adding marketplace channels on top of its direct business — a sign that the 'DTC-only' era is definitively over even for values-led brands. • Google's August 17 Smart Bidding changes to Target CPA and Target ROAS will directly affect how ecommerce advertisers manage budget-limited campaigns — and the clarification itself suggests advertisers pushed back hard. Hosted by Marco and Klara.

The Digital Commerce Daily — July 09, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Adobe Advertising is launching a custom algorithms product that lets performance marketers move beyond black-box bidding — a direct challenge to Google and The Trade Desk's automation dominance. • Pact Coffee's DTC subscription model — built before subscriptions were mainstream — offers a live case study in how UK ecommerce brands retain customers when acquisition costs are spiralling. • New UK data shows delivery friction is silently destroying ecommerce loyalty — 43% of shoppers are rearranging their lives for parcels, and retailers are paying for it in repeat purchase rates. Hosted by...

The Digital Commerce Daily — July 08, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Fresh IAB Europe data puts a €131bn number on the European digital ad market and names retail media and social video as the engines — giving ecommerce advertisers a concrete benchmark for where budgets are flowing. • Bol — the dominant marketplace in the Netherlands and Belgium — has secured a Dutch financial regulator licence to offer payment services, a move that deepens its grip on Benelux ecommerce and puts it on a direct collision course with Buy Now Pay Later players and Amazon's own financial stack. • Walma...

The Digital Commerce Daily — July 07, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Milani Cosmetics hit 250% above its TikTok Shop sales target in the first two weeks of a product launch, making it one of the most concrete performance data points in beauty social commerce this year. • Unilever is entering TikTok Shop in the Benelux market, giving us a rare look at how a major FMCG giant is approaching social commerce in Europe with deliberately managed expectations. • The 2026 Switzerland ecommerce ranking reveals which platforms are dominating one of Europe's highest-spending online markets and where the competit...

The Digital Commerce Daily — July 06, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Hostinger's new Quick Links tool turns a product photo directly into a checkout — signalling that the era of needing a full ecommerce site to sell online may be ending. • Germany's biggest retail and ecommerce conference drew 5,000 attendees this year, with AI investment strategy and platform consolidation emerging as the defining tensions for European digital commerce leaders. • Amazon is effectively shutting the door on Mechanical Turk — the human-labelling marketplace that underpinned a generation of AI training data — and the closure signals how completely AI automation...

The Digital Commerce Daily — July 05, 2026 Your 8-minute briefing on ecommerce, social commerce, and digital marketing. In today's episode: • Google is giving Performance Max advertisers a long-demanded transparency tool that lets them see which channels are actually driving results — a direct response to years of marketer frustration with the black-box campaign type. • Sherwin-Williams embedding Square payments and invoicing into its B2B contractor ecosystem is a signal that traditional trade brands are finally treating digital commerce infrastructure as a competitive moat, not an afterthought. • England's run to the World Cup Round of 16 is projected to inject £500 million into the UK economy, with ecomme...