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ontap.daily (May 25th 2026)


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In this episode, John unpacks a packed three-day window of eCommerce developments that all point to the same central tension: how do you protect your business when pricing, discovery, and brand ownership are all shifting at once? From a major beauty brand's dramatic U-turn on tariff pricing to a fast-fashion acquisition that stunned the DTC world, the signals are clear: reactive strategies are failing, and the merchants making thoughtful, data-driven decisions are pulling ahead.

Key topics covered in this episode:

  • e.l.f. Beauty reverses tariff-driven price hikes after a sharp unit volume decline: what it means for eCommerce pricing strategy

  • Shein officially acquires Everlane: the unlikely deal, the financial reality, and the lesson for DTC brands

  • Why making your brand "machine-readable" for AI search is becoming as important as mobile optimisation was a decade ago

  • OpenAI's Ads Manager Beta expands with budgeting and geo-targeting: what this signals for AI-powered commerce

  • Practical Ecommerce's insight on AI shifting discovery but not loyalty

  • Estée Lauder and Puig call off their $40B+ merger talks

  • Community updates from the Magento ecosystem and Hyva Themes

Whether you're navigating tariff pressures, rethinking your SEO for an AI-first world, or just trying to understand where retail is heading, this episode has actionable insight.

Learn more at www.ontapgroup.com.

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