U.S. E-commerce Enters the Era of AI Shopping and Agentic Commerce
eMarketer says AI-driven commerce is expected to grow from under $50 billion in 2026 to nearly $300 billion by 2030, potentially reaching about 15% of U.S. e-commerce sales.
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eMarketer says AI-driven commerce is expected to grow from under $50 billion in 2026 to nearly $300 billion by 2030, potentially reaching about 15% of U.S. e-commerce sales.
TikTok Shop said livestreams generated about 94% of revenue from its U.S. luxury resale business, while GMV in the category grew about 400% year over year.
Walmart management said it will explore making U.S. inventory available in Canada and Mexico, using border-adjacent nodes and its global fulfillment network to help sellers test cross-border demand. (Based on the summary)
Amazon.pl has partnered with Openbank Pay to offer consumers a 30-day payment option and installment terms of 3 to 60 months, which could affect conversion for high-average-order-value products.
A report says livestreams generate approximately 94% of secondhand luxury sales on TikTok Shop in the United States.
Consumers in Mexico can purchase hundreds of thousands of eligible products from U.S. Marketplace sellers, with international carriers handling delivery and customs clearance.
U.S. e-commerce sales grew by more than 10% year over year in the second quarter of 2026, marking the first double-digit growth since the second quarter of 2021.
Delays in Chinese sailings and draft restrictions on the Panama Canal have postponed imports, requiring U.S. retailers to continue replenishing inventory ahead of the peak season.
U.S. less-than-truckload prices rebounded 4.5% in August 2026, while fuel costs continued to push up transportation producer prices ahead of the fall shipping peak.
The United States and Mexico are accelerating bilateral trade talks ahead of the U.S. election, potentially affecting tariff preferences, origin certificates, and North American supply-chain planning.
eMarketer data shows that Amazon significantly outpaced Walmart in US unique visitors, while TikTok Shop’s US annual sales are projected to reach $23.41 billion.
TikTok and LiveRamp analyzed 74 film marketing studies, focusing on the relationship among ad exposure, content formats and actual ticket purchases.
U.S. retailers expect September to be one of the busiest import months of the year, potentially putting pressure on vessel space, ports, and inland transportation.
Spot ocean freight rates from Asia to the U.S. West Coast fell about 1% month over month to approximately $7,569 per FEU, but remained elevated overall.
Citing Comscore data, eMarketer reported that Amazon had about 235 million unique visitors in the U.S. in June 2026, compared with about 141 million for Walmart.
Dutch Customs said e-commerce declarations in July and August 2026 fell 46% from the average for the first six months; more non-EU businesses are shipping goods in bulk into the EU and fulfilling orders from European warehouses.
Amazon India announced that its total seller base has surpassed 2 million, driven by zero referral fees for low-priced products, AI tools, and preparations for the festive season’s logistics.
Mission Produce and Signet Jewelers rose, while Casey’s, ServiceTitan, and Braze fell; energy stocks advanced as oil prices moved above $100 per barrel.
Roivant rose 24% after a Phase 2 trial of a pulmonary arterial hypertension drug developed by its subsidiary, while Novartis fell 12% and quantum computing stocks gained on news of investment under the U.S. CHIPS Act.
Retailers, financial companies and ecommerce platforms are differentiating their media businesses through data, reach, audience contexts, content and cross-channel measurement capabilities.