The Digital Commerce Daily

The Digital Commerce Daily

By Marco & KlaraBusinessMarketingManagement
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The Digital Commerce Daily episodes

  • DoorDash Enters Returns, Kroger Scores Ad Creative with AI

    DoorDash is coming for UPS and FedEx's returns business. Kroger is predicting which ads will sell before they go live. And Europe's 5% ecommerce growth figure is hiding a much bigger story underneath.

    In this episode:

    • DoorDash announced a nationwide returns service at its Dash Forward event on September 29, putting it in direct competition with UPS, FedEx, and Amazon's return infrastructure while simultaneously adding new retail partners to its marketplace.
    • Kroger Precision Marketing is using AI-driven predictive scoring to evaluate which creative assets are most likely to drive in-store and online conversion before campaigns launch, closing the loop between first-party purchase data and ad spend.
    • Ecommerce Europe and EuroCommerce forecast 5% growth in European online consumer spending for 2026, a figure that masks near-flat growth in mature Western markets like Germany and France versus significantly faster expansion across Southern and Eastern 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

      7 min
    • Shein Profits Halve, Amazon & Meta Rebuild Ad Buying With AI

      Europe's parcel tax just produced its first hard numbers — and Shein's profits are down 50% in six months. Meanwhile Amazon and Meta are both racing to hand ad budget decisions to AI. Here's what that means for your business.

      In this episode:

      • Shein's operating profit was cut in half in the first half of 2026 after the EU's new parcel tax on low-value shipments forced the ultra-low-cost retailer to raise prices, directly undermining its core competitive advantage in European markets.
      • At its annual unBoxed conference, Amazon Ads launched Full-Funnel Campaigns and an upgraded DVA+ product, collapsing previously separate sponsored ads and programmatic buying into a single agentic AI-driven layer that makes budget decisions autonomously.
      • Meta has extended its Muse AI advertising agent to all roughly 200 million small businesses on its platform, automating campaign creation and optimisation for DTC brands and founders without dedicated media teams.

        • 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 Opens Checkout to AI Agents, Amazon Expands to Europe

        Shopify just rewired its checkout for AI agents — any browser-based agent can now complete a purchase. Plus Adobe's $275B holiday forecast and Amazon threatening Europe's 3PL market.

        In this episode:

        • Shopify has expanded WebMCP support into its checkout layer, allowing browser-based AI agents to update order details and complete purchases with buyer authorisation — open infrastructure any agent can use, not a single-platform deal.
        • Adobe projects US holiday ecommerce will hit $275 billion in 2026, with AI-assisted discovery and buy-now-pay-later driving growth even as consumers face financial strain — signalling the competitive edge shifts to conversion tools, not reach.
        • Amazon has confirmed its Global Warehousing and Distribution service will launch in Europe before end of 2026, letting brands store inventory with Amazon and distribute across multiple channels — a direct challenge to fragmented European 3PL providers.

          • 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
        • DHL Buys Into Eastern Europe, Pieces Opens 45 Stores

          DHL eCommerce is buying up last-mile carriers across Eastern Europe's fastest-growing markets. And Pieces is opening 45 physical stores in Benelux while rivals go digital-only. Here's what both moves mean for your business.

          In this episode:

          • DHL eCommerce is actively seeking further acquisition targets across Eastern Europe following its planned purchase of Baltic carrier Venipak, betting that owning last-mile infrastructure outright is the only way to compete in the continent's fastest-growing ecommerce markets.
          • A Practical Ecommerce framework argues that platform-reported ROAS is increasingly unreliable as AI-optimised campaigns claim credit for sales that would have happened anyway — and proposes a brutally simple first check: did total sales and profit actually rise when you increased spend?
          • Bestseller-owned Pieces has opened its twelfth Benelux location in Leuven and is targeting 45 stores across Belgium and the Netherlands, betting that high-street physical presence drives the brand familiarity that converts into repeat online purchases.

            • 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
          • JLP Challenges Amazon, Best Buy Bets on AI Conversion

            John Lewis Partnership is quietly building an ad business to rival Amazon in the UK. Best Buy is using AI not to cut costs but to convert shoppers. And one measurement firm just made its forecasting model free — putting every expensive MMM vendor on notice.

            In this episode:

            • John Lewis Partnership is building a closed-loop retail media network anchored in first-party data from both Waitrose and John Lewis, giving it a rare cross-category customer profile that few UK retailers can match.
            • Best Buy has outlined a 2026 AI roadmap spanning customer service, product discovery, and logistics — framing artificial intelligence explicitly as an ecommerce conversion tool rather than a cost-cutting measure.
            • A marketing measurement company has open-sourced its marketing mix model forecasting engine, shifting the industry standard from proprietary black-box trust to public validation at a moment when DTC brands are demanding more transparency.

              • 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
            • Fanatics Picks Afterpay, AI Agents Attack Shops for $25

              Fanatics is going all-in on Afterpay as its exclusive BNPL partner — and AI agents are now targeting online shops for just $25 a hit. Two stories every ecommerce operator needs today.

              In this episode:

              • Fanatics has named Afterpay — owned by Block — as its single preferred BNPL partner across its ecommerce stores, betting on deep checkout integration over a multi-provider menu.
              • Autonomous AI agents can now be deployed to scan and exploit ecommerce shop vulnerabilities for as little as $25 per target, enabling price scraping, inventory manipulation, account takeovers, and checkout fraud at scale.
              • Essendant has sold its Boardwalk, Gen, and Windsoft private-label janitorial brands to ORS Nasco, signalling a strategic retreat to core distribution infrastructure as B2B ecommerce margins tighten.

                • 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
              • Sephora Goes TikTok-Exclusive, Shopify Welcomes Meta Muse

                Sephora just made TikTok Shop a premiere launch destination — and Shopify handed its merchants an AI shopping channel Amazon sellers can't access. Both moves redefine where premium commerce happens.

                In this episode:

                • Sephora, owned by LVMH, released a beauty set exclusively on TikTok Shop — bypassing its own website and all other retailers — signalling the platform has matured into a credible first-to-market launch vehicle for premium beauty brands.
                • Profit margin has overtaken net sales volume as the primary success metric for marketplace sellers across Europe, as rising platform fees, ad costs, and return rates force sellers on Amazon, Bol, and Zalando to cut low-margin products and scrutinise platform ROI.
                • Shopify has opened its platform to Meta's Muse AI shopping agent — enabling automated discovery and checkout for its merchants — while Amazon has explicitly blocked Muse, creating a structural distribution advantage for Shopify merchants today.

                  • 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
                • Best Buy Sells Amazon Fire TV Ads, EU Hits Temu With €2 Fee

                  Best Buy is now selling Amazon's streaming ads — a genuinely strange new chapter in retail media. Plus, the EU's €2 parcel fee could gut Temu and Shein's pricing model overnight.

                  In this episode:

                  • Best Buy struck a deal to resell Amazon Fire TV streaming ad inventory, marking one of the first times a major retailer has sold another major retailer's media, while also adding more in-store ad placements.
                  • Norwegian startup Famme, co-created by entrepreneur Greg Taube, is launching an all-in-one Shopify alternative built specifically for European merchants, bundling storefront, payments and operations with native EU compliance.
                  • The European Commission is proposing a €2 handling fee on all small parcels entering the EU from outside its borders, explicitly targeting the surge of low-value shipments from Chinese platforms like Temu and Shein, on top of existing de minimis loophole reforms.

                    • 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
                  • The Digital Commerce Daily | Amazon versus Meta: the first big | E-commerce is growing the fastest in | How MCM Turned TikTok Growth Into
                    The Digital Commerce Daily — September 23, 2026
                    In this episode:
                    • Amazon has blocked Meta's AI shopping agent Muse from its platform, and the implications for who controls the agentic commerce layer are enormous.
                    • New data shows total European ecommerce hit €911 billion last year, but the growth story has decisively shifted south and east — away from the mature markets most Western brands are already fighting over.
                    • Luxury accessories brand MCM cracked the code on converting TikTok organic reach into actual US ecommerce revenue — and their playbook is worth unpacking.
                    Hosted by Marco & Klara. New episode every weekday.
                    Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing
                    7 min
                  • The Digital Commerce Daily | Temu ranks first in four European | Amazons neues Werbe-Tool: Eine Karte zeigt, | Digital euro pilot: ECB opens call
                    The Digital Commerce Daily — September 22, 2026
                    In this episode:
                    • Temu has moved from disruptor to market leader across Europe faster than almost any marketplace in history — and the data now proves it.
                    • Amazon is rolling out Geographic Insights and Activation in Germany — a new ad tool that lets brands see and act on regional performance gaps directly inside Amazon Ads.
                    • The European Central Bank is actively recruiting ecommerce and mobile commerce merchants to join its digital euro pilot — with an application deadline of 27 October 2026.
                    Hosted by Marco & Klara. New episode every weekday.
                    Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing
                    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.