Ecommerce & Retail

The Google Gemini ecommerce blackout: Brand size is irrelevant as AI search gatekeeps traffic and rewards niche, machine-readable catalogs over big budgets.

That’s a risky strategy at a time when macroeconomic headwinds are building.

Brands credit rewards data and perks for more visits, higher spend, and sharper targeting in Q1.

Serving the underbanked with a strong ecosystem has turned Block into a BNPL dark horse.

JPMorgan and peers create a tokenized deposit rail to counter stablecoins and lock in funding.

New formats and ROAS guarantees aim to turn delivery app into larger commerce media player.

Rapid weight loss fuels new demand—and a costly spike in returns.

LA pop-up shows home goods retailers need more than AR to persuade shoppers to buy.

US adults want to travel despite rising costs; perks deliver comfort and value.

Consumers may be leaning on debit as a key budget tool for discretionary purchases in economic headwinds.

New Tag-integrated wands play on social media trends for brand awareness.

Just 7% of US adults use AI chatbots extremely often or often for health information, while 59% never use them at all, ranking chatbots last among seven major health information sources, according to an October 2025 Pew Research Center survey.

Amazon's rapid expansion into artificial intelligence, advertising, and supply chain services is prompting analysts to reconsider what kind of company it has become, even as its core retail operations continue to fuel growth across all divisions. "Is Amazon even a retailer anymore?" said our analyst Suzy Davidkhanian on a recent episode of "Behind the Numbers." "It started as a bookstore. It turned into a marketplace. Then it became AWS, and then they started selling their fulfillment services, and then advertising, and now they're making AI chips."

$11 billion Europe bet, faster delivery, and Prime expansion aim to lift overseas share.

An unusual partnership signals the need for scale to win stablecoin spend.

Fannie-backed loans let buyers pledge Bitcoin, widening the mortgage pool.

Cautious outlooks from Walmart and Five Below raise questions about consumer resilience as gas prices take their toll.

Microsoft turns store tech into service engines: Project Solara swaps apps for AI agents, recasting devices as task-driven tools for retail and beyond.

Threatened by public sector digital wallets and IDs, Google has to scramble to lock in loyalty by year’s end.