Today's Ecommerce Pulse

Target launches Circle Deal Days to rival Amazon Prime Day
Target announced its Target Circle Deal Days running June 23‑26, positioning the free‑to‑join program as a direct competitor to Amazon Prime Day. New members who enroll between June 14‑22 receive a 15% discount on their first purchase and a free Starbucks coffee or Bullseye cookie on June 23. Additional perks include 50% off the first year of Target Circle 360.
Also developing:
By the numbers: Howdens to acquire DIY Kitchens for $495M

Bol Also Allows Customers to Check Out at External Online Stores
Ahold Delhaize’s Dutch e‑commerce platform Bol is extending its checkout technology to third‑party online stores. The move lets merchants embed familiar payment methods such as iDEAL and pay‑later, aiming to cut friction and lift conversion rates. Initial integrations are live for WooCommerce and Magento, with broader availability planned beyond Bol’s own marketplace. Bol’s chief advertising officer emphasizes that 27 years of investment in a reliable shopping experience underpins this expansion.

Glovo CTO Shiro Theuri Is a Guardian for Benefiting From AI
Glovo’s chief technology officer, Shiro Theuri, is steering the Barcelona‑based delivery platform through a rapid AI integration across its engineering teams. She reports high AI penetration, leading to faster, higher‑quality code while instituting responsible‑AI guardrails and human‑in‑the‑loop reviews. Theuri also...
Walmart, Vizio Unveil Integrated TV Platform Merging Streaming and Shopping
Walmart and its newly acquired Vizio have rolled out a joint platform that lets users log into Vizio smart TVs with a single Walmart account, delivering premium streaming content alongside shoppable product placements. The move positions Vizio TVs as a...
Alibaba Q4 2025 Earnings Show Two‑Thirds Profit Drop as Cloud, AI Drive Growth
Alibaba reported a roughly two‑thirds year‑over‑year plunge in net income for Q4 2025, with e‑commerce revenue growth slowing to 6% and cloud revenue jumping 36%. The group said the loss reflects heavy investment in cloud, AI and quick‑commerce, positioning the...

Poshmark Unveils Its First Major App Redesign in 15 Years Amid Online Thrifting Boom
Poshmark has launched its first major app redesign in 15 years, revamping the experience for its 165 million buyers and sellers. The update introduces an AI‑driven “For You” home feed, larger portrait‑style product images, and a consolidated seller hub with analytics...

M&S Rolls Out AI Tools to 11,000 Colleagues Including All Store Managers
Marks & Spencer is rolling out Microsoft 365 Copilot to 11,000 employees, including every store manager, as part of a broader digital transformation. The AI suite will automate routine tasks such as sales insight compilation, meeting‑note summarisation, shift‑roster creation and...

China’s Retail Landscape Change: Douyin, Sam’s Club Driving Sales for Swisse
H&H Group reported that Douyin, China’s TikTok‑like platform, drove a 71.4% surge in Swisse sales last year, while new‑retail partners such as Sam’s Club added 29.7% growth. The company’s overall revenue rose 10% to RMB 14.3 bn ($2.08 bn) and net profit exploded...

EHub Launches Pack, Inventory, and Orchestrate API to Power the Next Era of Carrier Orchestration
eHub, a leader in carrier orchestration, unveiled three platform upgrades—eHub Pack, eHub Inventory, and the eHub Orchestrate API. Pack adds dynamic cartonization that blends real‑time carrier rates, packaging constraints and shipping rules to select optimal packaging, cutting costs and boosting...

Turning E-Commerce ROI in Egypt’s Digital-First Scene
Egypt’s e‑commerce market is rapidly maturing, shifting from a growth trend to a primary revenue driver. Consumers, predominantly young and mobile‑first, now demand speed, simplicity, and transparency comparable to global standards. Brands that embed user‑centric design, trust‑building features, and data‑driven...

Fast&Up Parent Fullife Healthcare Raises Rs 300 Cr Led by Elev8
Fullife Healthcare, the parent of Fast&Up, secured Rs 300 crore (approximately $36 million) in a Series D round led by Elev8 Venture Partners, marking the investor’s first foray into the direct‑to‑consumer segment. The capital will fund brand acceleration, new product lines in digestive...

Shoptalk Vegas Day 1: Gap, Sephora and Wayfair Discuss Retail in the Age of AI
The 2026 Shoptalk Spring conference in Las Vegas highlighted AI as the central driver of retail transformation. Sephora unveiled a dedicated ChatGPT app to deliver conversational, personalized shopping experiences. Gap announced a partnership with Bold Metrics to use AI for...

Zepto Rolls Out Pay Later Facility
Zepto has launched a suite of in‑app features, headlined by a new Pay Later option that provides up to Rs 10,000 (≈ $120) of interest‑free credit for 15 days. The service is embedded in the app, enabling one‑tap checkout without OTPs or...

Reddit’s New Shopping Ads Are a Play for Beauty Brands’ Business
Reddit unveiled new Dynamic Product Ads at Shoptalk 2026, featuring Collection Ads and Reddit‑specific overlays that embed shoppable tiles within community threads. The platform reports a 40% YoY rise in high‑intent shopping conversations and a 60% surge in beauty‑related purchase discussions....
Gap Inc. Introduces AI-Powered Tools to Enhance Online Shopping
Gap Inc. announced AI‑driven enhancements for its online stores, adding Bold Metrics’ Agent Sizing Protocol for personalized fit guidance and supporting Google’s Universal Commerce Protocol to enable conversational purchases. The tools aim to eliminate sizing uncertainty, a key barrier to apparel e‑commerce, by delivering...
OpenAI Pulls ChatGPT Shopping Tool After Weak User Response
OpenAI announced it is removing the ChatGPT shopping feature after the tool failed to meet internal expectations. The company gave no usage numbers, saying the decision aligns with a broader refocus on enterprise applications and safety safeguards.
Stripe's In‑Ads Checkout Makes Shopify Optional
Uhhh is this the beginning of the inevitable breakup between Stripe and Shopify? This is a big deal. It’s also a bunch of my predictions coming to life at once. Here's what's happening: Stripe is powering a native checkout inside Facebook ads....
Meta Is Letting Creators Fill Their Reels with Shopping Links
Meta announced that creators on Instagram and Facebook can now embed up to 30 clickable shopping links directly within a Reel. The feature expands affiliate and brand partnership options, eliminating the need for third‑party link‑in‑bio tools. Facebook limits product tags...

From Points to Practical Value: Why Financial Utility Is Rewriting Retail Loyalty
Retail loyalty is shifting from points‑based emotional incentives to financial utility that delivers immediate, measurable savings. Consumers now favor cash‑back, instant discounts, embedded financing, and automated benefit reimbursements over symbolic rewards. The trend is most pronounced in grocery and pharmacy...

FedEx Launches Two-Hour and End-of-Day Delivery Options
FedEx announced FedEx SameDay Local, a new parcel service that lets shoppers choose two‑hour or end‑of‑day delivery at checkout. The offering is built on a partnership with Florida‑based last‑mile platform OneRail and taps a national network of more than 1,000...

Shopify Brands Now Shoppable Directly Within ChatGPT
Brands on @shopify are now shoppable inside @chatgpt. AI shopping isn’t coming. It’s here. As always, our merchants are best positioned. Let’s go.

AI-Ready Retail: The Practical Reality Behind Delivering AI’s Value
Retailers must start AI projects with a clear road map that defines specific goals—such as demand forecasting or inventory optimization—and quantifies expected benefits. Central to this roadmap is governance, which establishes data ownership, validation, and cross‑channel consistency before any model...

OpenAI’s Plans to Make ChatGPT More Like Amazon Aren’t Going so Well
OpenAI announced it is pulling back the Instant Checkout feature that let users buy items directly within ChatGPT, shifting focus to product discovery. The original checkout tool, launched last September, struggled with flexibility and low user adoption, prompting the company...
La Redoute Names Marie Mercier Briand Head of AI and Innovation
French e‑tailer La Redoute appointed Marie Mercier Briand as head of AI and innovation on March 16, 2026. The new role is designed to accelerate the retailer’s digital transformation and expand its agentic commerce capabilities. La Redoute, owned by Galeries Lafayette, generates about 90%...

Cannondale Parts Ways with UK Distributor
Cannondale has terminated its UK distribution agreement with Saddleback, opting for a direct‑to‑dealer model under Pon.Bike UK. Starting 16 April, retailers will access Cannondale products through Pon.Bike’s B2B platform, with the Pon.Bike sales team handling backorders and future inventory. The partnership,...

Ninja Explores Riyadh Listing as Saudi Market Holds Steady Despite Tensions
Saudi quick‑commerce startup Ninja, founded in 2022, is weighing a Riyadh IPO after posting roughly $1 billion in 2025 revenue and targeting $1.6 billion in 2026. The company secured $250 million of funding in 2025, lifting its valuation to $1.5 billion and joining Saudi...

AI Generates Pro‑Level Product Shots From One Prompt
If you're running a DTC brand, you know how expensive product photography is. Lighting, studio, photographer, retouching. I made this with one prompt: "Premium coffee bag floating with whole beans scattered around it, steam rising, dark moody background, studio lighting." What surprised...

Why Frictionless Checkout Is Quietly Undermining Customer Loyalty
Retailers are racing to eliminate checkout friction, but the push for speed may be eroding customer loyalty. Data shows that 82% of Britons join loyalty programs, and the initial account‑creation step creates a commitment moment that drives repeat visits. Studies...

Google Is Tightening Political Content Rules for Shopping Ads Starting April 16
Google will tighten political content rules for Shopping ads starting April 16, requiring merchants in nine countries to verify as election advertisers and banning certain political ads in India. The policy expands Google’s election‑integrity efforts from search and display into commerce...
Amazon Launches Big Spring Sale with 43+ Deals, 20%+ Discounts Across Home and Tech
Amazon has kicked off its annual Big Spring Sale, running March 25‑31 and featuring more than 43 early‑bird deals with discounts of 20% or higher on categories ranging from home appliances to consumer tech. The event, open to all shoppers,...

Circa Resort & Casino Teams with VenHub on Autonomous Smart Store
Circa Resort & Casino in downtown Las Vegas has partnered with VenHub to install a 66‑by‑10‑by‑10‑foot autonomous smart store. The robot‑powered kiosk will let guests browse and buy food, snacks, alcohol and smokeless‑tobacco around the clock, eliminating checkout lines and...

Reddit Launches Collection Ads, Boosting Ecommerce ROAS
Focus on ecommerce? -> Introducing More Ways to Tap into Shopping on Reddit 1) Improve discovery with Collection Ads and Reddit-unique overlays: "Collection Ads allow businesses to lead with a lifestyle hero image paired with shoppable product tiles in a...
The Ruthless Forecast: How We Hold 7-Figure Brands Accountable
In this episode, host Richard Gaffin and Joy Sharma discuss the Profit Engineer seven‑figure system, a framework that combines rigorous forecasting, strategic planning, and execution to hold seven‑figure eCommerce brands accountable. They explain how the system uses AI‑enhanced forecasts to...
Natural Language Search Made Easy with Open‑Source Typesense
The more time I spend using AI tools, the more annoying it is when product sites still expect me to search like I know how the data was indexed. I've been wondering if there were any out of the box solutions...

ChatGPT Enhances Agentic Commerce with Side‑by‑Side Comparisons
ChatGPT has expanded their Agentic Commerce Protocol. This is their version of Google's UCP (Universal Commerce Protocol). It now supports more product discovery with richer shopping experiences. Products are presented side by side for comparisons and they've worked to make...

Cart-Side Incentives in Social Checkout: What Actually Moves Shoppers
Social checkout conversions in 2026 are increasingly driven by cart‑side incentives that reduce friction rather than push harder discounts. Data from Shopify and CRO platforms show that free‑shipping thresholds remain the strongest lever, while 10‑20% off discounts are most effective...

Apparel And Footwear Brands Must Own Their Destinies To Survive
Forrester’s 2025 Digital Go‑To‑Market Review of apparel and footwear brands finds that companies owning sales, storytelling, and consumer relationships will outpace rivals in a fragmented retail environment. The shift from wholesale to direct‑to‑consumer and marketplace models gives brands unprecedented control...

Spanish Sportswear Brand Kelme Enters India with Noida Flagship, Targets 70 Stores in 3 Years
Kelme, the Spanish sportswear label, launched its first Indian flagship store in Noida, backed by local partner RSN Sports. The brand unveiled a national e‑commerce platform and announced a plan to open 70 exclusive outlets across India within three years....

Amazon Admits Product Is Junk, Skips Return
I like when is Amazon is like “You know what, you’re right. That item is a POS. Don’t even bother sending it back” https://t.co/8LulMviIIe

Gap Launches AI-Powered Fit and Conversational Checkout on Google Gemini
Gap Inc. has launched two AI-driven features—a personalized fit recommendation tool and a conversational checkout—through a partnership with Google Gemini, making it the first major fashion retailer to embed the AI platform directly into its shopping experience. The new system...

Google’s Commerce Media Suite: Where Retailer Insights Meet the Power of YouTube
Google unveiled its Commerce Media Suite, integrating retailer‑derived audiences into Google Marketing Platform tools such as Display & Video 360, Search Ads 360, and Google Ads. The suite now lets brands activate Kroger shopper segments on YouTube and third‑party inventory, with SKU‑level...

The Ultimate Revive-Al: Allison Lee with Jenny Fielding
In this episode, co‑founder and CEO Alison Lee walks through Revive’s evolution from a fitting‑room tech startup (originally called Hamster) to a full‑stack virtual tailoring, refurbishment, and resale platform that helps fashion brands cut returns, recover damaged inventory, and sell...

Build with ReFiBuy Opens Commerce Intelligence Engine to Developers
ReFiBuy announced early‑access to Build with ReFiBuy, a developer platform that exposes its Commerce Intelligence Engine via REST API, MCP server and CLI. The service lets brands, retailers, partners and AI‑agent builders enrich, distribute and monitor product catalogs for AI‑driven...
OpenAI's Checkout Fee Signals Arrival of Agentic Commerce
Agentic commerce is already here, and OpenAI’s checkout fee is simply the first clear signal that the monetization layer has arrived with it. https://t.co/WeB15oAWTm

Appcharge Reaches $1 Billion in Annualized DTC Transaction Volume | Exclusive
Appcharge announced that its customers’ direct‑to‑consumer (DTC) transaction volume has reached $1 billion as of March 23, 2026, up from $500 million in July 2025. The Tel‑Aviv‑based firm raised a $58 million Series B round in August 2025 to expand its web‑store and revenue‑pipeline tools for game developers....

What OpenAI’s 4% Checkout Fee Means for the Future of Commerce
OpenAI has added a 4 % checkout fee for Shopify merchants selling through ChatGPT, aiming to offset its roughly $400 million monthly cash burn. The fee undercuts Amazon’s 8‑15 % referral rates, positioning OpenAI as the first platform to monetize the emerging agentic...

Worldpay Becomes European Payments Initiative (EPI) Principal Member
Worldpay announced its admission as a principal member of the European Payments Initiative (EPI), the continent‑wide effort to build a unified, low‑cost payment scheme. The move gives Worldpay direct influence over EPI's governance and access to its expanding network of...

Polymaker Expands Consumer Webshop to Six European Markets
Polymaker has extended its direct‑to‑consumer webshop to six additional European markets—the United Kingdom, France, Germany, Poland, Czechia and Spain—offering faster shipping and localized support. The rollout also introduces a dedicated EU wholesale portal for VAT‑registered businesses, streamlining bulk orders across...

How to Ace Your Mega Sales Campaign: Best Practices for Merchants
E‑commerce’s double‑digit sales events such as 11.11 and 12.12 are intensifying competition, prompting merchants to adopt rigorous campaign planning. Alibaba’s Singles’ Day generated a record $84.5 billion in GMV, underscoring the revenue potential of well‑executed mega‑sales. Marketers are urged to follow...

Breaching the Customer Engagement Gap: How Retail Teams Can Finally Break Free to Innovate
Retail and ecommerce teams face a widening gap between consumer expectations for seamless, personalized experiences and their ability to deliver due to fragmented data and cumbersome tech stacks. InternetRetailing’s new bluepaper, created with imagino, identifies these operational bottlenecks and proposes...

The Most Innovative Retail Companies of 2026
The 2025‑2026 retail innovators used technology to address margin pressure, labor costs, and sustainability. Shopify opened its platform to AI shoppers through ChatGPT, while Walmart turned low‑price grocery strategy into profitable e‑commerce and advertising growth. Fanatics launched a content studio,...