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A report released by the Shanghai Consumer Council indicates that by 2026, the e-commerce industry has entered a new stage of 'omni-channel + instant + AI'. AI is evolving from a backend operational tool to a front-end shopping assistant, and consumer behavior is shifting from planned stockpiling to spontaneous instant needs.
Walmart announced the official launch of its paid membership service Walmart+ in Canada, marking the service's first expansion beyond the U.S. This move signifies Walmart's further expansion in global e-commerce and will provide Canadian sellers with a new source of traffic growth.
According to Adobe's forecast, online sales during Amazon Prime Day in 2026 will reach $26.3 billion, a 9% year-on-year increase. This event will not only boost back-to-school shopping but will also be a key driver for summer promotions among retailers.
JPMorgan's latest data shows that Amazon has officially surpassed Walmart to become the largest retailer by market share in the United States. Amazon currently holds nearly half of the U.S. e-commerce market, solidifying its dominance in retail, which means that Amazon remains a key sales platform for all cross-border sellers operating in the U.S.
As cross-border sellers increasingly adopt multi-platform strategies, inventory dispersion and high logistics costs have become significant pain points. In 2026, integrating multi-channel inventory management and dual-coast warehousing will be key for brands to enhance operational efficiency. Through unified inventory pool management, sellers can effectively avoid stockouts and inventory piling in single channels.
The DACH ecommerce market (Germany, Austria, Switzerland) is maintaining steady growth in 2026, with Chinese ecommerce platforms showing strong performance in Austria, surpassing a 10% market share. Despite significant market potential, sellers need to focus on local stringent product compliance requirements (e.g., EPR, labeling laws) and the localization of German customer service experiences.
Walmart announced the acquisition of connected TV advertising platform Vibe.co, aiming to strengthen its retail media network (Walmart Connect) advertising capabilities. For sellers advertising on Walmart's platform, this may provide more precise video ad targeting channels in the future.
TikTok Shop continues to expand in Thailand's ecommerce market, occupying an important position with its content-based ecommerce model. In contrast, traditional ecommerce platforms Lazada and Shopee are making operational efficiency improvements through layoffs, intensifying competition in the Southeast Asian market.
Amazon is set to open a super-sized retail store in Chicago, which will serve not only as a sales point but also as a mini storage center to reduce delivery distances and improve fulfillment efficiency to counter challenges from competitors like Walmart.
The competition between Amazon and Walmart in the rapid delivery sector is intensifying, propelling the popularity of same-day and ultra-fast delivery options. Data shows that the growth rate of delivery methods has significantly outpaced that of in-store pickup, becoming central to omnichannel retail.
eBay held a cross-border summit in Chongqing, focusing on the auto parts and industrial categories. The platform uses AI-driven vehicle matching tools and 'Guaranteed Fit Program' to reduce return rates, helping Chinese sellers accurately reach overseas professional buyers and promoting brand expansion in the auto parts industry in Southwest China.
Walmart announced an upgrade to its retail media business at the Cannes International Creativity Festival, integrating Walmart Connect and Sam's Club Connect to provide advertisers with more precise closed-loop measurement solutions through first-party data. This move signifies Walmart's acceleration in competing with Amazon in the retail media space to capture brand video advertising budgets.
Walmart announced the acquisition of self-service connected TV (CTV) advertising platform Vibe.co, aiming to provide easier streaming ad deployment tools for e-commerce sellers. This move will further enhance Walmart's competitiveness in the retail media space, helping brands reach more potential consumers through CTV.
TikTok Shop performed strongly in the Southeast Asia market, with GMV increasing by 106% year-on-year during the 6.6 promotional period. Data indicates that content e-commerce has become the core growth curve for sellers in the region, with the platform's monthly active users reaching 460 million and market penetration continuing to rise.
The competition between Amazon and Walmart in the instant delivery sector is becoming increasingly fierce. Industry data shows that the growth rate of instant delivery has surpassed that of in-store pickup, becoming the core fulfillment method of omnichannel retail, further raising consumer expectations for delivery speed.
In the first quarter of 2026, the U.S. e-commerce market showed robust performance with sales reaching $302.3 billion, a 9.7% year-on-year increase. Despite facing tariff and compliance pressures, the U.S. consumer market remains resilient in growth.
Walmart's e-commerce platform has broken geographical barriers and is officially open to international consumers outside the U.S. This move will significantly expand the potential customer base for sellers and provide more global sales opportunities for cross-border sellers.
According to a recent industry report, TikTok Shop's global GMV is projected to reach $64 billion by 2025, achieving a doubling in growth. This data highlights the platform's rapid expansion in social e-commerce and its profound impact on influencer marketing strategies.
The latest industry report reveals that competition among brands on TikTok Shop has exceeded 30,000, forcing beauty brands to scale up creator marketing by 10 times to maintain visibility in a saturated market.
Yiwu, a barometer for China's foreign trade, has seen rapid growth in its cross-border e-commerce imports, with imports exceeding 100 billion yuan for the first time in 2025, reflecting a sustained demand from Chinese consumers for imported goods.