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Amazon and Walmart are reshaping the consumer shopping path with AI shopping assistants, shifting from traditional search box models to proactive recommendations. Walmart is strengthening its retail media ad capabilities by acquiring Vibe.co, with both companies integrating advertising, pricing, and delivery systems to enhance user engagement.
Guangzhou Nansha District has established an efficient cross-border trade ecosystem through automated ports and digital trade platforms. In 2025, the total foreign trade in Nansha is expected to grow 13.2% year-on-year, with cross-border e-commerce continuing to lead.
TikTok Shop's GMV surpassed $50 billion in the first half of 2026 and is expected to exceed $100 billion for the entire year. The U.S. market has shown strong performance, surpassing Southeast Asia to become its largest market, driven mainly by the Shop tab and video content.
eBay anticipates its third-quarter revenue will exceed Wall Street expectations, reaching $3.07 billion to $3.12 billion. The company has successfully attracted more core buyers by focusing on high-value categories such as luxury goods, collectibles, and refurbished products.
Wall Street has recognized Amazon's massive investment in AI, pushing the company's market value past $3 trillion, reflecting capital market confidence in Amazon's AI strategy.
Amazon Pharmacy has announced a low-cost GLP-1 medication delivery service for specific Medicare patients, further expanding its presence in the healthcare retail sector and enhancing the value proposition for Prime members.
Analysis shows that the growth rate of TikTok Shop in the U.S. has significantly outpaced that of the UK market, driven by rapid adoption of the creator economy, live shopping, and brand investments, with U.S. sales expected to exceed $20 billion in 2026.
As global demand for China's high-tech manufacturing increases, B2B sourcing platforms focused on technology validation, project coordination, and risk assessment are becoming the preferred choice for overseas buyers, with the industry transitioning towards digitization and specialization.
In June 2026, major global e-commerce platforms entered a period of intensive mid-year promotions. TikTok Shop introduced live auction gameplay in the US region for the first time, while Amazon and Walmart engaged in fierce competition through Prime Day and annual promotions. Joybuy also kicked off summer promotional activities in the European market.
A study by Kearney points out that instant retail is becoming the core engine of growth in e-commerce. Walmart secures a leading position in instant delivery with its strong offline network, while Amazon has also significantly enhanced its delivery capabilities over the past three months to meet consumer demands for instant delivery.
In 2025, TikTok Shop's GMV approached $100 billion, ranking it fifth among global mainstream e-commerce platforms. As it enters 2026, the platform shifts from its early traffic advantage to a content-driven maturity phase, requiring sellers to transition from a focus on 'hot products' to refined 'interest e-commerce' operations to maintain competitiveness.
TikTok Shop has shown strong performance in Singapore, with significant growth in GMV and user numbers. To further deepen its local market engagement, the platform has announced a series of training programs aimed at enhancing sellers' livestreaming capabilities and branding operations.
As the scale of cross-border e-commerce imports expands, local traders face tremendous competitive pressure. Stakeholders are calling on the government to take measures to ensure fair competition between cross-border e-commerce and local trade.
TikTok Shop has officially launched in the Netherlands, deeply integrating entertainment and shopping experiences. Dutch sellers can now cover multiple EU markets with a single registration using the 'Sell Across Europe' feature, as well as promote their products through localized services and creator alliance networks offered by the platform.
The well-known home brand Gorilla Commerce, after achieving significant success on Amazon, is rapidly accelerating its omnichannel layout. The brand has brought its products into over 2,600 Walmart stores, aiming to diversify channel reliance and enhance brand awareness to reach more offline consumers.
Walmart is optimizing its supply chain and achieving faster delivery speeds through advanced AI models. These AI 'intelligent layers' are used to predict customer demand, optimize inventory layout, and transportation routes. As a result of these technological investments, Walmart's e-commerce business saw a 26% growth in the first quarter.
Recent industry analysis shows that the growth rate of the U.S. TikTok Shop has surpassed that of the UK market. The sales revenue in the U.S. market is estimated to be about $15.8 billion in 2025, a year-on-year increase of over 100%. With the rise of creator economy, short-video promotions, and live shopping, U.S. sales are expected to exceed $20 billion in 2026, becoming a core growth hub in global social commerce.
Recent industry analysis shows that the expansion rate of TikTok Shop in the US has significantly outpaced that of the UK. Fueled by the creator economy, short video sales, and live shopping popularity, US sales are expected to double by 2025 and surpass $20 billion by 2026, becoming a core growth engine for global social commerce.
Temu has officially joined Cross-Border Commerce Europe (CBCommerce), aiming to deepen cooperation with European retailers and sellers through this platform, gather market intelligence, and enhance regulatory compliance and operational capabilities in the European market, indicating its long-term strategic intent in Europe.
TikTok Shop is performing strongly in the UK market, with active sellers exceeding 300,000. Data shows that live sales are the core engine driving the platform's growth, with many SMEs achieving significant sales increases through live streaming. The platform is promoting the synergy between online and offline retail through the 'TikTok Shop halo effect'.