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Amazon Business has reached an annualized total sales milestone of $60 billion, with AI and computer vision technology driving growth in B2B transactions and automated procurement.
Research shows that essential products such as cleaning supplies, baked goods, and meal kits will become key drivers of e-commerce growth before 2030. With improvements in instant retail networks and cold chain deliveries, these categories are establishing stronger customer relationships through subscription and auto-replenishment models.
Amazon and Walmart are optimizing search and recommendation experiences through AI shopping assistants, aiming to accurately capture consumer demand before orders are placed. Amazon recently surpassed a market value of $3 trillion, highlighting market confidence in its AI and cloud infrastructure, while retailers focus on integrating advertising, pricing, and delivery into a closed-loop system.
Walmart is leveraging its strong omnichannel retail network to continue pushing in core categories like food and beverages, with online sales growth significantly outpacing that of Amazon. This trend indicates a shift in the US e-commerce market from Amazon's dominance to a duopoly.
Newegg officially kicks off its 12th annual FantasTech sale, offering discounts of up to 75% on software, accessories, and PC components. This event covers the US and Canada markets and is a significant promotional moment in their annual calendar.
TikTok Shop marketing agency TokShop Agency has opened a new office in Miami, focusing on helping supplement brands achieve rapid growth on TikTok Shop through AI-driven workflows, data strategies, and creator networks.
Research shows that instant retail (Quick Commerce) is becoming a new growth point in e-commerce, with the market expected to surpass $55.5 billion by 2029. This sector highly relies on automation technology and predictive analytics, with consumers being more inclined to impulsive purchases and having relatively low brand loyalty.
Latest insights on supply chain logistics show a tightening trade policy environment. The U.S. government has imposed a 15% tariff on critical chip materials and proposed additional tariffs on more steel, aluminum, and copper products, potentially further increasing cross-border logistics costs and affecting global supply chain stability.
CICC's latest market outlook indicates that top cross-border e-commerce sellers may experience a performance turnaround as industry valuations adjust. Despite uncertainties in the macro environment, the long-term growth logic for leading companies remains solid.
TikTok Shop is showing rapid growth in the UK market with the seller count reaching 300,000, representing a 200% year-on-year increase. Live selling has become a core driver of sales, boosting online transactions and contributing to sales growth in physical stores through the 'TikTok Shop Halo Effect.'
Reports indicate that the US has become TikTok Shop's largest market. Unlike Southeast Asia, live selling represents a smaller share in the US, with shop conversions performing more prominently. TikTok Shop is adjusting its operational strategies to align with US consumer habits to reach the $100 billion GMV target.
A recent report shows that the U.S. has become TikTok Shop's largest global market. Unlike the Southeast Asian market, live commerce accounts for a relatively low proportion in the U.S., where consumers prefer purchasing through the mall (Shop). TikTok Shop is adjusting its operational strategies for the U.S. market to align with local consumer habits.
Visa has released a strong Q3 earnings report, with revenue and earnings per share exceeding expectations. Benefiting from the recovery in international travel and ongoing growth in global e-commerce, Visa's cross-border transaction volume increased by 13%. Wall Street analysts have generally raised earnings expectations for the next two years.
TikTok Shop has shown strong performance in the UK market, with the number of small business sellers reaching 300,000, a 200% year-on-year increase. Live commerce is seen as a core driver of this growth, with many merchants achieving significant sales breakthroughs through real-time interaction.
TikTok Shop Malaysia has launched a 'Live Auction' feature, allowing sellers to bid in real-time on scarce items during live broadcasts. This feature aims to enhance conversion rates for high-value products such as collectibles and jewelry through interactive bidding, and has already been piloted in official stores like POP MART.
Sionic has formed a strategic partnership with Agentix to apply Agentic AI Commerce technology to instant bank payments. This technology allows AI agents to automatically discover, evaluate, and complete transactions on behalf of consumers, marking an acceleration towards automation and intelligence in payments.
Research shows that Quick Commerce is emerging as a new growth engine for e-commerce. Walmart and Amazon are both accelerating their delivery network to meet consumer demand for instant delivery.
TikTok Shop is testing a subscription service called 'Shop Plus' in the US market, aimed at enhancing user engagement through free shipping and exclusive discounts, competing with Amazon Prime.
eBay has released its Q2 2026 financial report, reporting revenue of $3.1 billion and GMV of $22.4 billion, both demonstrating a year-over-year growth of 15%. The company attributes this growth to the execution of core category strategies and ongoing platform innovations.
eBay officially completed its acquisition of the fashion C2C platform Depop on July 30. This move aims to attract younger consumers through Depop's social shopping experience and further solidify eBay's leadership in the second-hand fashion market.