The Digital Commerce Daily

The Digital Commerce Daily

By Marco & KlaraBusinessMarketingManagement
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The Digital Commerce Daily episodes

  • Amazon Ads Nears $20B, DoorDash Buys Instacart

    Amazon is closing in on $20 billion in ad revenue — in a single quarter — and handing budget decisions to AI. Meanwhile, a DoorDash-Instacart deal could redraw the entire retail media map.

    In this episode:

    • DoorDash is in talks to acquire Instacart, a deal that would combine their retail media networks and first-party purchase data into a platform that directly threatens Uber's $2 billion advertising business.
    • German luxury retailer Breuninger has launched into 11 new European markets simultaneously, taking on Zalando and FARFETCH as EU customs reforms squeeze low-cost Asian rivals out of the cross-border space.
    • Amazon Ads is approaching $20 billion in Q3 revenue and is rolling out an AI Ads Agent to automate campaign buying, raising transparency and accountability concerns for brands running sponsored products and DSP campaigns.

      • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

      Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

      Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

      7 min
    • Disney Bets on TikTok Shop, Amazon Shakes Up EU Returns

      Disney is making one of the biggest entertainment-to-commerce moves on TikTok Shop this holiday season. Plus, Amazon just changed the returns game for European sellers — weeks before Black Friday.

      In this episode:

      • Disney is partnering with over 20 brands for a coordinated TikTok Shop holiday shopping experience, marking one of the largest entertainment IP commitments to live social commerce ahead of peak season.
      • Amazon is extending its returnless refund policy to FBA sellers across Europe, meaning customers keep products while receiving full refunds — a margin risk landing just weeks before Black Friday.
      • UK adspend grew 11% in Q2 2026 according to AA/Warc data, with retail media leading all channels at 31.2% growth — more than double the overall market rate and ahead of cinema at 24.5% and social media at 22.2%.

        • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

        Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

        Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

        7 min
      • GA4 Misses 66% of Orders, Meta Rebuilds Ad Ranking

        GA4 could be hiding two-thirds of your holiday sales data — and Meta just rebuilt every ad auction with LLM technology. Two urgent reads before Black Friday.

        In this episode:

        • An audit of eight ecommerce brands found GA4 missed 66% of one retailer's holiday orders, with experts urging all retailers to verify their data before Black Friday budgets are set.
        • Meta replaced its ad ranking system with large language models that score over one billion ads per second, also upgrading its Andromeda retrieval and GEM engagement systems in a foundational infrastructure overhaul.
        • EU customs agencies seized a record 196 million suspected counterfeit items last year, increasing regulatory pressure on marketplace operators and cross-border ecommerce platforms selling into Europe.

          • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

          Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

          Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

          8 min
        • Google Upgrades Customer Bidding, Temu Fined €200M

          Google just gave ecommerce advertisers new levers to bid differently for high-value and lapsing customers. Meanwhile, Temu faces its biggest EU regulatory reckoning yet — and Zooplus is quietly taking on Amazon in Spain.

          In this episode:

          • Google is rolling out High Value customer acquisition goals into Shopping campaigns and expanding retention bidding modes across Search, Shopping, and Performance Max — giving ecommerce advertisers platform-native tools to bid differently for new, loyal, and lapsing customers.
          • Zooplus has launched its third-party marketplace in Spain, adding 10,000 new products from external sellers — making Spain the third European market to receive the expansion as the pet retailer bids to become a full category platform.
          • The European Commission fined Temu €200 million under the Digital Services Act in May 2026 — the largest DSA enforcement action against a Chinese platform in Europe this year — and Temu has now submitted a formal compliance action plan in response.

            • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

            Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

            Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

            7 min
          • Pinterest Goes Programmatic, Etsy Restricts AI, EU Fees Hit Temu

            Pinterest just cracked open its walled garden to programmatic buyers for the first time. Meanwhile Etsy is restricting AI-generated listings, and a new EU fee is hammering Temu and Shein volumes — three structural shifts reshaping digital commerce this week.

            In this episode:

            • Pinterest is making its display and video inventory available programmatically for the first time at scale, with Magnite as the supply-side pipe and buying access through Amazon, Google, and Yahoo DSPs.
            • Etsy published updated AI guidelines on October 22 that outright restrict specific categories of AI-generated seller content — making it one of the first major marketplaces to ban rather than merely require disclosure of AI content.
            • A new EU minimum fee of 2 euros per product type on non-EU packages takes effect November 1, stacking on existing import duties — with PostNL already reporting a 32% drop in Asian parcel volumes in Q3 and Temu facing a separate 200-million-euro EU fine.

              • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

              Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

              Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

              7 min
            • USPS Bills EU Duties, Meta Grows 26%, David's Bridal Spins Off AI

              US sellers shipping to Europe face a new USPS duty billing rule that changes cross-border margins overnight. Plus Meta's 26% revenue growth signals advertiser confidence, and David's Bridal bets its AI tool Pearl is worth more than the bridal brand itself.

              In this episode:

              • USPS introduced a rule allowing it to bill American sellers directly for foreign duties on EU shipments, following the EU's removal of its de minimis exemption in July 2026 — shifting customs liability from customers to brands.
              • Meta reported 26% year-on-year revenue growth to $64.6 billion in Q3 2026, with advertiser demand holding firm despite record fines and surging operating costs tied to its Muse AI infrastructure buildout.
              • David's Bridal is spinning off Pearl, its Shopify-built agentic AI shopping assistant, as an independent platform — signalling the company believes the AI commerce technology it built is more scalable and valuable than the retail brand itself.

                • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

                Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

                Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

                7 min
              • Walmart Caps AI Spending, IKEA Bets £31.5M on UK Fulfilment

                Walmart is building the trust infrastructure that could make AI shopping agents mainstream. Plus, IKEA's £31.5M UK fulfilment bet and a programmatic fee fight that hits DTC media budgets directly.

                In this episode:

                • Walmart is rolling out consumer-facing spending limits and approval controls for AI shopping agents, positioning itself as the platform that makes agentic commerce feel safe — not just possible.
                • IKEA is investing £31.5 million into UK online fulfilment, targeting warehouse and last-mile operations as digital sales grow — a signal that even the most store-centric retailers now treat ecommerce logistics as a capital priority.
                • Independent agencies are collectively demanding direct seat access and lower fees from The Trade Desk and Amazon DSP, arguing their combined spend warrants the same commercial terms currently reserved for major holding groups — a standoff that inflates media costs for DTC brands.

                  • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

                  Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

                  Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

                  7 min
                • Shopify & Vercel Back AI Agents, eBay Cuts 1,000 Jobs

                  Shopify and Vercel are rebuilding storefront infrastructure for AI shopping agents — and eBay is cutting a thousand jobs while the business grows. Here's what both moves mean for your strategy.

                  In this episode:

                  • Shopify and Vercel have partnered to make merchant storefronts natively accessible to external AI shopping agents, positioning Shopify merchants for agentic commerce without any action required on their part.
                  • eBay is eliminating approximately 1,000 roles — 9% of its global workforce — in a second major round of layoffs, despite solid business growth, signalling a deliberate shift toward AI-driven automation over headcount.
                  • Austria crossed 16% online retail penetration in 2025, making it a mature ecommerce market and strengthening the case for brands to treat DACH as a unified expansion target rather than sequencing Germany first.

                    • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

                    Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

                    Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

                    7 min
                  • Walmart Bypasses Agencies, Meta AI Edits Ads Without Consent

                    Walmart is cutting out agencies to compete with Amazon for Q4 budgets — and Meta is editing your ads without asking, then handing you the legal bill. Three stories every ecommerce brand needs to hear today.

                    In this episode:

                    • Walmart Connect is bypassing ad agencies to pitch brands directly ahead of the holiday season, leading with lift studies as proof of ad effectiveness in a bid to capture Q4 budgets that have historically flowed to Amazon.
                    • German SMEs generated over €20 billion in Amazon sales last year — nearly €6 billion from cross-border transactions — making Amazon the dominant export engine for smaller German sellers as Asian platforms lose ground due to customs duties.
                    • Multiple brands have pulled Meta campaigns after the platform's AI applied unsanctioned visual edits to their creative, and from October 30th Meta's updated terms place full legal liability on advertisers for any AI-generated or AI-modified ad content.

                      • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

                      Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

                      Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

                      7 min
                    • Walmart Welcomes AI Agents, Amazon Blocks Them, Kevel Raises $52M

                      Walmart is building infrastructure for AI agents to shop autonomously while Amazon locks them out — a fork in the road that will reshape how brands sell in the US. Plus, Kevel's $52M raise signals retail media consolidation is accelerating fast.

                      In this episode:

                      • Walmart is actively enabling AI agents to browse and purchase on its platform on behalf of consumers, while Amazon is blocking the same agents entirely — a public strategic split between the two largest US retailers on agentic commerce.
                      • Retail media infrastructure company Kevel has closed a $52 million Series D funding round and plans to use the capital for acquisitions, positioning itself as the independent ad tech layer for retailers who want to own their media networks rather than rely on Amazon or Criteo.
                      • Sales from Asian ecommerce platforms including Temu and Shein dropped by more than a third in Germany in Q3 2026 following the EU's removal of the duty-free threshold on low-value parcels, with no corresponding sales uplift seen by local German retailers — suggesting suppressed demand rather than a shift in spending.

                        • The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

                        Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

                        Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

                        7 min

                      About The Digital Commerce Daily

                      From the publisher's feed

                      Your 8-minute briefing on the platforms, players, and profits driving digital commerce today. Hosted by Marco and Klara.