The Digital Commerce Daily

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 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 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, omnichannel, performance marketing

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 growth.

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 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 platform.

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 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 media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

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, D2C, omnichannel, performance marketing

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, Walmart, platform strategy, D2C, omnichannel, performance marketing

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, Walmart, platform strategy, D2C, omnichannel, performance marketing

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 Marco & Klara. New episode every weekday.

Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing