Explorez tous les épisodes du podcast The Digital Commerce Daily

Disney is making one of the biggest entertainment-to-commerce moves on TikTok Shop this holiday season. Plus, Amazon just changed the returns game for European sellers — weeks before Black Friday.

In this episode:

• Disney is partnering with over 20 brands for a coordinated TikTok Shop holiday shopping experience, marking one of the largest entertainment IP commitments to live social commerce ahead of peak season.
• Amazon is extending its returnless refund policy to FBA sellers across Europe, meaning customers keep products while receiving full refunds — a margin risk landing just weeks before Black Friday.
• UK adspend grew 11% in Q2 2026 according to AA/Warc data, with retail media leading all channels at 31.2% growth — more than double the overall market rate and ahead of cinema at 24.5% and social media at 22.2%.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

GA4 could be hiding two-thirds of your holiday sales data — and Meta just rebuilt every ad auction with LLM technology. Two urgent reads before Black Friday.

In this episode:

• An audit of eight ecommerce brands found GA4 missed 66% of one retailer's holiday orders, with experts urging all retailers to verify their data before Black Friday budgets are set.
• Meta replaced its ad ranking system with large language models that score over one billion ads per second, also upgrading its Andromeda retrieval and GEM engagement systems in a foundational infrastructure overhaul.
• EU customs agencies seized a record 196 million suspected counterfeit items last year, increasing regulatory pressure on marketplace operators and cross-border ecommerce platforms selling into Europe.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Google just gave ecommerce advertisers new levers to bid differently for high-value and lapsing customers. Meanwhile, Temu faces its biggest EU regulatory reckoning yet — and Zooplus is quietly taking on Amazon in Spain.

In this episode:

• Google is rolling out High Value customer acquisition goals into Shopping campaigns and expanding retention bidding modes across Search, Shopping, and Performance Max — giving ecommerce advertisers platform-native tools to bid differently for new, loyal, and lapsing customers.
• Zooplus has launched its third-party marketplace in Spain, adding 10,000 new products from external sellers — making Spain the third European market to receive the expansion as the pet retailer bids to become a full category platform.
• The European Commission fined Temu €200 million under the Digital Services Act in May 2026 — the largest DSA enforcement action against a Chinese platform in Europe this year — and Temu has now submitted a formal compliance action plan in response.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Pinterest just cracked open its walled garden to programmatic buyers for the first time. Meanwhile Etsy is restricting AI-generated listings, and a new EU fee is hammering Temu and Shein volumes — three structural shifts reshaping digital commerce this week.

In this episode:

• Pinterest is making its display and video inventory available programmatically for the first time at scale, with Magnite as the supply-side pipe and buying access through Amazon, Google, and Yahoo DSPs.
• Etsy published updated AI guidelines on October 22 that outright restrict specific categories of AI-generated seller content — making it one of the first major marketplaces to ban rather than merely require disclosure of AI content.
• A new EU minimum fee of 2 euros per product type on non-EU packages takes effect November 1, stacking on existing import duties — with PostNL already reporting a 32% drop in Asian parcel volumes in Q3 and Temu facing a separate 200-million-euro EU fine.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

US sellers shipping to Europe face a new USPS duty billing rule that changes cross-border margins overnight. Plus Meta's 26% revenue growth signals advertiser confidence, and David's Bridal bets its AI tool Pearl is worth more than the bridal brand itself.

In this episode:

• USPS introduced a rule allowing it to bill American sellers directly for foreign duties on EU shipments, following the EU's removal of its de minimis exemption in July 2026 — shifting customs liability from customers to brands.
• Meta reported 26% year-on-year revenue growth to $64.6 billion in Q3 2026, with advertiser demand holding firm despite record fines and surging operating costs tied to its Muse AI infrastructure buildout.
• David's Bridal is spinning off Pearl, its Shopify-built agentic AI shopping assistant, as an independent platform — signalling the company believes the AI commerce technology it built is more scalable and valuable than the retail brand itself.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Walmart is building the trust infrastructure that could make AI shopping agents mainstream. Plus, IKEA's £31.5M UK fulfilment bet and a programmatic fee fight that hits DTC media budgets directly.

In this episode:

• Walmart is rolling out consumer-facing spending limits and approval controls for AI shopping agents, positioning itself as the platform that makes agentic commerce feel safe — not just possible.
• IKEA is investing £31.5 million into UK online fulfilment, targeting warehouse and last-mile operations as digital sales grow — a signal that even the most store-centric retailers now treat ecommerce logistics as a capital priority.
• Independent agencies are collectively demanding direct seat access and lower fees from The Trade Desk and Amazon DSP, arguing their combined spend warrants the same commercial terms currently reserved for major holding groups — a standoff that inflates media costs for DTC brands.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Shopify and Vercel are rebuilding storefront infrastructure for AI shopping agents — and eBay is cutting a thousand jobs while the business grows. Here's what both moves mean for your strategy.

In this episode:

• Shopify and Vercel have partnered to make merchant storefronts natively accessible to external AI shopping agents, positioning Shopify merchants for agentic commerce without any action required on their part.
• eBay is eliminating approximately 1,000 roles — 9% of its global workforce — in a second major round of layoffs, despite solid business growth, signalling a deliberate shift toward AI-driven automation over headcount.
• Austria crossed 16% online retail penetration in 2025, making it a mature ecommerce market and strengthening the case for brands to treat DACH as a unified expansion target rather than sequencing Germany first.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Walmart is cutting out agencies to compete with Amazon for Q4 budgets — and Meta is editing your ads without asking, then handing you the legal bill. Three stories every ecommerce brand needs to hear today.

In this episode:

• Walmart Connect is bypassing ad agencies to pitch brands directly ahead of the holiday season, leading with lift studies as proof of ad effectiveness in a bid to capture Q4 budgets that have historically flowed to Amazon.
• German SMEs generated over €20 billion in Amazon sales last year — nearly €6 billion from cross-border transactions — making Amazon the dominant export engine for smaller German sellers as Asian platforms lose ground due to customs duties.
• Multiple brands have pulled Meta campaigns after the platform's AI applied unsanctioned visual edits to their creative, and from October 30th Meta's updated terms place full legal liability on advertisers for any AI-generated or AI-modified ad content.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Walmart is building infrastructure for AI agents to shop autonomously while Amazon locks them out — a fork in the road that will reshape how brands sell in the US. Plus, Kevel's $52M raise signals retail media consolidation is accelerating fast.

In this episode:

• Walmart is actively enabling AI agents to browse and purchase on its platform on behalf of consumers, while Amazon is blocking the same agents entirely — a public strategic split between the two largest US retailers on agentic commerce.
• Retail media infrastructure company Kevel has closed a $52 million Series D funding round and plans to use the capital for acquisitions, positioning itself as the independent ad tech layer for retailers who want to own their media networks rather than rely on Amazon or Criteo.
• Sales from Asian ecommerce platforms including Temu and Shein dropped by more than a third in Germany in Q3 2026 following the EU's removal of the duty-free threshold on low-value parcels, with no corresponding sales uplift seen by local German retailers — suggesting suppressed demand rather than a shift in spending.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Salesforce just dropped $5.66 billion on Braze — the retention tool thousands of DTC brands depend on. Plus Allegro unlocks Ukraine and loyalty rewards move inside your mobile wallet.

In this episode:

• Salesforce is acquiring customer engagement platform Braze for $5.66 billion — one of the biggest martech deals of 2026 — with plans to use Braze's AI for real-time personalisation across channels.
• Allegro, Central Europe's largest online marketplace, is opening its Polish seller catalogue to Ukraine's 35–38 million consumers via cross-border access, with no localised site or logistics build required.
• Wildfire Systems and Badge are partnering to embed merchant cashback and loyalty offers directly into Apple Wallet, Google Wallet, and Samsung Wallet, putting brand rewards at the moment of payment.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Google just launched a shopping cart that keeps buyers inside Search — and never sends them to your site. Plus, UK marketplaces like Amazon and eBay may soon own VAT collection for domestic sellers.

In this episode:

• The UK government proposes extending marketplace VAT liability to larger domestic sellers, meaning platforms like Amazon, eBay and Etsy would be directly responsible for collecting and remitting VAT to HMRC on third-party sales.
• Bonobos migrated its entire ecommerce operation to Shopify as of October 2026, building omnichannel fit profile capabilities that bridge in-store guideshop data with online purchasing.
• Google's Universal Cart — an AI-powered tool that lets shoppers add products from multiple retailers into a single Google-managed cart — is now live in the US ahead of the 2026 holiday season.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

78% of ecommerce brands are invisible to ChatGPT, Gemini, and Perplexity. Plus Too Good To Go is opening a non-food surplus channel across Europe — and your Shopify sales data may now be your credit score.

In this episode:

• A new report found that ChatGPT, Gemini, and Perplexity never recommended 78% of ecommerce brands in their own product categories, with the same small cluster of names dominating AI-generated results across all three platforms.
• Too Good To Go is expanding its marketplace into non-food surplus categories for the first time in its 10-year history, giving European DTC brands and retailers a sustainability-framed channel to move overstock without damaging their pricing.
• Platforms including Shopify Capital and Amazon Lending are using live sales, fulfillment, and shipping data to assess merchant creditworthiness, giving platform-native sellers faster and better access to growth capital than brands with diversified, off-platform sales.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

The EU's new parcel tax is already reshaping trade flows — Shein and Temu volumes through Liège Airport collapsed 42% in months. Plus: why brands are spending more on retail media even as growth slows.

In this episode:

• Europe's top 100 marketplaces are on track to generate €175.8 billion in GMV this year, with 79.5% of that coming from cross-border transactions — making domestic-only strategies increasingly unviable for European sellers.
• Consumer brands are increasing retail media budgets on platforms like Amazon and Zalando even as overall sales growth softens, raising the question of whether the spend is driving new revenue or simply defending existing shelf position.
• Small parcel volumes through Liège Airport — a key entry point for Shein and Temu shipments — have fallen 42% since the EU's low-value parcel tax launched on July 1st, signalling a structural shift in cross-border ecommerce flows into Europe.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

American Express just built the trust layer agentic commerce needs. Meanwhile, Target's retail media push is hitting a measurement credibility wall — and The Independent's revenue flip signals where product discovery is heading.

In this episode:

• The Independent CEO Christian Broughton confirmed that in September 2026, social commerce revenue overtook SEO-driven affiliate revenue for the first time — a concrete inflection point in how digital publishers monetise product content.
• A senior Target executive publicly acknowledged that most brand partners are not yet on board with the retailer's new ad metric designed to connect spend directly to sales outcomes, exposing a trust gap at the heart of retail media.
• American Express published a formal framework enabling card issuers to verify and authenticate purchases initiated by AI shopping agents on behalf of consumers, addressing the core authorisation problem blocking mainstream agentic commerce.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Meta is letting brands book feed ad windows like TV prime-time slots. Dunelm just proved homewares can cross 41% digital revenue. Both numbers should change how you plan.

In this episode:

• Meta launched Ads Super Burst, a reservation-style ad product letting advertisers lock in concentrated feed windows with guaranteed reach — a direct shift away from pure auction-based buying toward TV-style planning.
• Whatnot Germany GM Isabell Weiser argues live commerce is expanding well beyond collectibles into mainstream categories, with seller personality and authenticity — not product specs — identified as the primary conversion driver in the German market.
• Dunelm reported that digital channels now account for 41% of total Q1 revenue, with overall sales also growing — signalling that ecommerce is expanding the business rather than cannibalising its physical stores.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

TikTok Shop's own data is challenging how brands spend creator budgets. Google just handed advertisers real control over Performance Max. And Shopify says AI is converting shoppers better than Google Search.

In this episode:

• TikTok Shop's internal data reveals that smaller creators posting higher volumes of videos are outperforming big-name influencer deals, with the platform naming this its core success formula heading into Q4.
• Google Ads has launched channel prioritisation controls and budget allocation tools, letting advertisers override automated decisions and direct spend toward specific channels like Search or Shopping instead of leaving it to Performance Max.
• Shopify's live merchant data shows AI-driven product discovery is converting at meaningfully higher rates than traditional search, positioning AI as a standalone retail discovery channel rather than just a customer service tool.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Stelios Haji-Ioannou just launched easyShop.com across 21 European markets to take on Amazon — and a London startup called Obsero raised €1M to solve the AI search problem brands don't know they have yet.

In this episode:

• easyShop.com, backed by easyJet founder Stelios Haji-Ioannou, launched simultaneously across 21 European countries today, positioning itself directly as a challenger to Amazon in the pan-European marketplace space.
• London startup Obsero closed a €1 million seed round to help brands monitor and improve their visibility inside AI-powered search tools like ChatGPT, which increasingly intercept traditional Google-driven shopping journeys.
• A Practical Ecommerce analysis challenges brands to question whether retail media spend — now a £2 billion market in the UK — is driving incremental growth or simply cannibalising organic shelf presence and brand-building budgets.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Shein, Temu and AliExpress just had their worst quarter in Germany — and Ikea is making a serious move into recommerce. Here's what both mean for European ecommerce strategy.

In this episode:

• German sales for Shein, Temu and AliExpress collapsed 35.5% in Q3 2026 versus Q3 2025, driven by intensifying EU regulatory pressure on low-value imports and parcel taxation — but with Amazon holding 63% of German online retail, the lost volume is unlikely to flow to European alternatives.
• Ikea is simultaneously launching its pre-owned furniture marketplace in the UK, Ireland and Germany, putting it in direct competition with Vinted and eBay and turning recommerce from a sustainability footnote into a core ecommerce channel.
• DTC golf brand PureOne Golf overhauled its attribution model after discovering last-click was systematically misattributing revenue, causing the brand to cut spend on upper-funnel channels that were actually driving a significant share of conversions.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Revlon just gave brands the clearest public proof yet that Amazon's interactive video ads drive real purchases. Meanwhile, Apple's new ad tech block list could quietly break retargeting for thousands of ecommerce brands heading into Q4.

In this episode:

• Revlon's Chief Digital Marketing Officer Kelly Solomon publicly detailed at Advertising Week New York how the brand used Amazon's interactive video ad units to link upper-funnel brand video directly to shoppable purchase outcomes — one of the first brand-side breakdowns of the format in practice.
• Apple has introduced a new block list targeting data brokers and cross-site ad tech vendors, a move that could broadly disrupt programmatic retargeting and third-party audience targeting for ecommerce brands, compounding privacy changes already rolling out with iOS 27.
• Swedish digital health startup Yazen closed a €50 million Series B led by Nordic growth investor Verdane, standing out as one of the largest European DTC funding rounds of Q3 2026 despite an overall decline in venture activity across the region.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Meta just handed performance marketers a new AI-driven playbook heading into Q4 — and DHL is quietly buying up Eastern Europe's delivery infrastructure. Here's what both moves mean for your business.

In this episode:

• Meta announced a suite of AI-powered advertising tools at Advertising Week New York, automating creative selection, audience targeting and bid optimisation — putting pressure on brands to decide how much control to cede heading into peak Q4 spend.
• Sweden's ecommerce market grew 8% year-on-year in Q2 2026 across all online retail sectors, bucking a trend of flat or declining sales seen in several other European markets during the same period.
• DHL eCommerce confirmed plans to acquire Baltic parcel carrier Venipak and signalled it is actively pursuing further acquisitions across Eastern Europe to secure last-mile infrastructure in one of the continent's fastest-growing ecommerce regions.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Levi's is quietly outperforming digital-native brands with 10% ecommerce growth — and the EU's new parcel surveillance fee could reshape the cost model for every brand shipping into Europe.

In this episode:

• Captify data shows UK social commerce search intent surged 457% during the Christmas shopping period, while AI-powered fashion searches rose 44% over the same window.
• Levi Strauss & Co. reported 10% ecommerce revenue growth in fiscal Q3 2026, outpacing its broader direct-to-consumer channel as the brand signals confidence in holiday sales.
• The European Commission is drafting a bloc-wide 'surveillance fee' on packages arriving from outside the EU — a separate measure from Austria's national parcel levy — aimed at funding product safety inspections on high-volume shipments from platforms like Shein and Temu.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Amazon's October sale just crossed $9.86 billion — proof Q4 now starts early. Plus Zalando makes a massive physical bet on France, and a certification that could reshape how European brands buy retail media.

In this episode:

• Adobe Analytics recorded $9.86 billion in total online spending across all retailers during Amazon's two-day Prime Big Deal Days on October 6–7, 2026, surpassing the equivalent 2025 event and confirming October as a major standalone shopping moment.
• Zalando has opened its first French distribution centre — a 140,000 square metre facility five years in the making — enabling domestic fulfilment that allows the fashion platform to compete on delivery speed with Amazon and local rivals like Cdiscount.
• Moloco has become the first ad tech vendor — as opposed to a retailer — to earn IAB Europe's Retail Media Certification, a credential that European brands and agencies are increasingly using as a procurement requirement when selecting retail media partners.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

UK retail media just hit £2bn in a single half-year. Amazon controls nearly two-thirds of Germany's online retail. And Prime Day is quietly getting upper-funnel Amazon ad spend past CFO scrutiny. Three structural shifts every ecommerce brand needs to act on.

In this episode:

• UK online retail media grew 32% year-on-year in H1 2026 to reach £2bn, outpacing social, search, and programmatic display to become the fastest-growing digital ad category in the country.
• Amazon holds a 63% share of Germany's online retail market — Europe's largest economy — meaning brands entering DACH must treat Amazon as mandatory infrastructure, not an optional channel.
• Advertisers tell Digiday that Prime Day is acting as a catalyst for Amazon DSP and video investment, with brands citing 'defensible to the CFO' performance data as the key to unlocking upper-funnel budgets beyond sponsored products.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Albertsons is making headlines twice today — a senior retail media exit and an enterprise-wide ChatGPT rollout at the same grocery giant. Then Cotswold Outdoor shows Europe how to unify digital and in-store retail media.

In this episode:

• Brian Monahan, former Dentsu executive and head of Albertsons Media Collective, has exited the grocery retailer's retail media network amid a leadership shift under CMO Emily Turner — raising questions about sales momentum heading into Q4.
• Albertsons is expanding its OpenAI partnership to deploy ChatGPT across enterprise-wide ecommerce strategy and operations, moving well beyond a pilot phase into full organisational integration.
• Cotswold Outdoor Group has partnered with Broadsign and IUF to connect its online retail media network to in-store digital screens via programmatic DOOH, making it one of the first UK specialty retailers to unify both channels under a single framework.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

TikTok just built a second way to sell inside its app — bypassing its own marketplace. Plus, Frasers Group is making a £1 billion move into luxury ecommerce. Here's what both mean for digital commerce.

In this episode:

• TikTok has launched a direct brand checkout feature alongside TikTok Shop, paired with an AI shopping assistant that guides purchase decisions — giving brands a DTC path inside the app without surrendering customer data to the marketplace.
• New GMV data shows TikTok Shop's UK sales dwarf every other European market combined, exposing a deep flaw in pan-European social commerce strategies that treat the region as a single channel.
• Frasers Group has unveiled Frasers Group Luxury, a £1 billion ecosystem spanning the UK and US that consolidates its acquired luxury assets and signals major investment in international ecommerce infrastructure.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Google Gemini just made AI traffic measurable for the first time — a quiet change with big implications for ecommerce analytics. Plus DoorDash bets on AI-driven B2B ordering and Søstrene Grene proves physical retail still scales.

In this episode:

• Google Gemini has begun appending UTM parameters to referral links, letting ecommerce teams isolate and measure AI-driven traffic in their analytics platforms for the first time.
• DoorDash announced agentic ordering for corporate and office customers at its Dash Forward event, enabling AI agents to place recurring orders automatically without human input.
• Danish home goods retailer Søstrene Grene grew revenue more than 16% in its latest fiscal year and opened 72 new stores, outperforming peers despite weak consumer spending across Europe.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

TikTok and Amazon are both rewriting how they count ad results — and brands are caught in the middle. Plus, a UK wellness marketplace just outgrew every AI and fintech startup in Europe.

In this episode:

• TikTok is rolling out its own attribution framework to challenge last-click measurement, entering a space already destabilised by Apple's iOS privacy changes and competing platform-reported numbers from Meta and Google.
• Amazon is claiming its ads generate sales beyond standard attribution windows, but agencies are demanding independent proof, arguing the company has an obvious financial interest in inflating its own ROAS figures.
• Healf, a curated UK health and wellness marketplace, ranked number one out of 250 of Europe's fastest-growing startups in the 2026 Sifted ranking, beating AI and fintech companies across the continent.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Temu, Shein and AliExpress now control nine in every ten euros Europeans spend abroad online — and ChatGPT just launched virtual try-on and wishlists, making it a direct rival to Google Shopping and Zalando.

In this episode:

• New data shows European consumers sent nearly €49.7 billion outside the EU via cross-border ecommerce in 2025, with over 90% of that spend captured by just three Chinese platforms: Temu, Shein, and AliExpress.
• Austria introduced a €2-per-parcel national levy on large online sellers and marketplaces effective 1 October 2026, drawing immediate criticism from industry bodies who warn it raises consumer costs and disadvantages compliant domestic retailers over non-compliant foreign sellers.
• ChatGPT rolled out a virtual clothing try-on feature and a favourites wishlist function, positioning OpenAI as a direct competitor to Google Shopping, Pinterest and retailer apps at the product discovery stage of the purchase journey.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Apple just blocked The Trade Desk from serving ads on Safari — and peak season is weeks away. Plus, Whoop nearly broke its supply chain by growing too fast.

In this episode:

• Apple's latest iOS update is actively blocking The Trade Desk from serving programmatic ads on Safari, cutting off a significant slice of open-web ad inventory for performance marketers heading into peak season.
• Whoop's pivot from elite athletes to everyday consumers drove 85% membership growth in a single year, but a surprise 300,000-unit holiday order exposed serious demand planning vulnerabilities in its DTC supply chain.
• A new study finds 59% of German cross-border sellers say international trade is getting more expensive each year, with marketplace fees, logistics complexity, and compliance costs identified as the primary drags on profitability.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

DoorDash is coming for UPS and FedEx's returns business. Kroger is predicting which ads will sell before they go live. And Europe's 5% ecommerce growth figure is hiding a much bigger story underneath.

In this episode:

• DoorDash announced a nationwide returns service at its Dash Forward event on September 29, putting it in direct competition with UPS, FedEx, and Amazon's return infrastructure while simultaneously adding new retail partners to its marketplace.
• Kroger Precision Marketing is using AI-driven predictive scoring to evaluate which creative assets are most likely to drive in-store and online conversion before campaigns launch, closing the loop between first-party purchase data and ad spend.
• Ecommerce Europe and EuroCommerce forecast 5% growth in European online consumer spending for 2026, a figure that masks near-flat growth in mature Western markets like Germany and France versus significantly faster expansion across Southern and Eastern Europe.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Europe's parcel tax just produced its first hard numbers — and Shein's profits are down 50% in six months. Meanwhile Amazon and Meta are both racing to hand ad budget decisions to AI. Here's what that means for your business.

In this episode:

• Shein's operating profit was cut in half in the first half of 2026 after the EU's new parcel tax on low-value shipments forced the ultra-low-cost retailer to raise prices, directly undermining its core competitive advantage in European markets.
• At its annual unBoxed conference, Amazon Ads launched Full-Funnel Campaigns and an upgraded DVA+ product, collapsing previously separate sponsored ads and programmatic buying into a single agentic AI-driven layer that makes budget decisions autonomously.
• Meta has extended its Muse AI advertising agent to all roughly 200 million small businesses on its platform, automating campaign creation and optimisation for DTC brands and founders without dedicated media teams.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Shopify just rewired its checkout for AI agents — any browser-based agent can now complete a purchase. Plus Adobe's $275B holiday forecast and Amazon threatening Europe's 3PL market.

In this episode:

• Shopify has expanded WebMCP support into its checkout layer, allowing browser-based AI agents to update order details and complete purchases with buyer authorisation — open infrastructure any agent can use, not a single-platform deal.
• Adobe projects US holiday ecommerce will hit $275 billion in 2026, with AI-assisted discovery and buy-now-pay-later driving growth even as consumers face financial strain — signalling the competitive edge shifts to conversion tools, not reach.
• Amazon has confirmed its Global Warehousing and Distribution service will launch in Europe before end of 2026, letting brands store inventory with Amazon and distribute across multiple channels — a direct challenge to fragmented European 3PL providers.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

DHL eCommerce is buying up last-mile carriers across Eastern Europe's fastest-growing markets. And Pieces is opening 45 physical stores in Benelux while rivals go digital-only. Here's what both moves mean for your business.

In this episode:

• DHL eCommerce is actively seeking further acquisition targets across Eastern Europe following its planned purchase of Baltic carrier Venipak, betting that owning last-mile infrastructure outright is the only way to compete in the continent's fastest-growing ecommerce markets.
• A Practical Ecommerce framework argues that platform-reported ROAS is increasingly unreliable as AI-optimised campaigns claim credit for sales that would have happened anyway — and proposes a brutally simple first check: did total sales and profit actually rise when you increased spend?
• Bestseller-owned Pieces has opened its twelfth Benelux location in Leuven and is targeting 45 stores across Belgium and the Netherlands, betting that high-street physical presence drives the brand familiarity that converts into repeat online purchases.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

John Lewis Partnership is quietly building an ad business to rival Amazon in the UK. Best Buy is using AI not to cut costs but to convert shoppers. And one measurement firm just made its forecasting model free — putting every expensive MMM vendor on notice.

In this episode:

• John Lewis Partnership is building a closed-loop retail media network anchored in first-party data from both Waitrose and John Lewis, giving it a rare cross-category customer profile that few UK retailers can match.
• Best Buy has outlined a 2026 AI roadmap spanning customer service, product discovery, and logistics — framing artificial intelligence explicitly as an ecommerce conversion tool rather than a cost-cutting measure.
• A marketing measurement company has open-sourced its marketing mix model forecasting engine, shifting the industry standard from proprietary black-box trust to public validation at a moment when DTC brands are demanding more transparency.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Fanatics is going all-in on Afterpay as its exclusive BNPL partner — and AI agents are now targeting online shops for just $25 a hit. Two stories every ecommerce operator needs today.

In this episode:

• Fanatics has named Afterpay — owned by Block — as its single preferred BNPL partner across its ecommerce stores, betting on deep checkout integration over a multi-provider menu.
• Autonomous AI agents can now be deployed to scan and exploit ecommerce shop vulnerabilities for as little as $25 per target, enabling price scraping, inventory manipulation, account takeovers, and checkout fraud at scale.
• Essendant has sold its Boardwalk, Gen, and Windsoft private-label janitorial brands to ORS Nasco, signalling a strategic retreat to core distribution infrastructure as B2B ecommerce margins tighten.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Sephora just made TikTok Shop a premiere launch destination — and Shopify handed its merchants an AI shopping channel Amazon sellers can't access. Both moves redefine where premium commerce happens.

In this episode:

• Sephora, owned by LVMH, released a beauty set exclusively on TikTok Shop — bypassing its own website and all other retailers — signalling the platform has matured into a credible first-to-market launch vehicle for premium beauty brands.
• Profit margin has overtaken net sales volume as the primary success metric for marketplace sellers across Europe, as rising platform fees, ad costs, and return rates force sellers on Amazon, Bol, and Zalando to cut low-margin products and scrutinise platform ROI.
• Shopify has opened its platform to Meta's Muse AI shopping agent — enabling automated discovery and checkout for its merchants — while Amazon has explicitly blocked Muse, creating a structural distribution advantage for Shopify merchants today.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

Best Buy is now selling Amazon's streaming ads — a genuinely strange new chapter in retail media. Plus, the EU's €2 parcel fee could gut Temu and Shein's pricing model overnight.

In this episode:

• Best Buy struck a deal to resell Amazon Fire TV streaming ad inventory, marking one of the first times a major retailer has sold another major retailer's media, while also adding more in-store ad placements.
• Norwegian startup Famme, co-created by entrepreneur Greg Taube, is launching an all-in-one Shopify alternative built specifically for European merchants, bundling storefront, payments and operations with native EU compliance.
• The European Commission is proposing a €2 handling fee on all small parcels entering the EU from outside its borders, explicitly targeting the surge of low-value shipments from Chinese platforms like Temu and Shein, on top of existing de minimis loophole reforms.

The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day.

Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us.

Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

The Digital Commerce Daily — September 23, 2026 In this episode: • Amazon has blocked Meta's AI shopping agent Muse from its platform, and the implications for who controls the agentic commerce layer are enormous. • New data shows total European ecommerce hit €911 billion last year, but the growth story has decisively shifted south and east — away from the mature markets most Western brands are already fighting over. • Luxury accessories brand MCM cracked the code on converting TikTok organic reach into actual US ecommerce revenue — and their playbook is worth unpacking. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 22, 2026 In this episode: • Temu has moved from disruptor to market leader across Europe faster than almost any marketplace in history — and the data now proves it. • Amazon is rolling out Geographic Insights and Activation in Germany — a new ad tool that lets brands see and act on regional performance gaps directly inside Amazon Ads. • The European Central Bank is actively recruiting ecommerce and mobile commerce merchants to join its digital euro pilot — with an application deadline of 27 October 2026. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 21, 2026 In this episode: • Infillion's acquisition of Foursquare hands a major ad tech player one of the richest location intelligence datasets in the industry, with direct implications for retail media targeting and in-store attribution. • The exit of Amazon's Benelux country manager — the person who launched Amazon.com.be — signals a leadership vacuum in one of Europe's most competitive ecommerce markets at a critical moment. • New data shows AI recommendation engines are favouring creator-generated content over brand content, with direct consequences for how DTC brands should be allocating their content investment. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 20, 2026 In this episode: • Meta is consolidating creator-brand partnerships into a single hub, making it easier for ecommerce advertisers to activate influencer-driven shopping campaigns at scale. • New data shows retailers are actively reallocating marketing budgets in response to AI platforms influencing purchase decisions — a structural shift in how ecommerce spend is planned. • eBay is making a serious push into live shopping in Germany, with its Head of eBay Live arguing that the auction-room energy of live commerce is exactly what the European market needs. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 19, 2026 In this episode: • JD.com's potential acquisition of MediaMarkt and Saturn's parent company would hand China's second-largest ecommerce giant a massive physical and digital retail foothold across Europe. • Dr. Squatch's decision to begin Black Friday and Cyber Monday planning in January — including Amazon Prime Day as a rehearsal — reveals how DTC health and beauty brands are fundamentally restructuring their annual marketing calendars around peak commerce moments. • IAB Europe is pushing to standardise how commerce media is measured beyond the digital shelf — opening in-store and travel media to the same rigour applied to online retail media networks. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 18, 2026 In this episode: • A single data point — 94% of luxury resale revenue on TikTok Shop coming from livestreams — reframes what live shopping is actually capable of selling. • Sam's Club is launching predictive purchase-intent targeting inside its retail media network — a direct challenge to Amazon's closed-loop ad advantage. • Google has stripped out product carousels from shopping-related search results across the EEA — a structural change that directly threatens organic and paid visibility for European ecommerce merchants. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 17, 2026 In this episode: • Crocs' CMO revealed the exact TikTok Shop playbook that made a legacy footwear brand one of the platform's top-performing sellers — and it's a replicable model for any DTC brand. • New data shows Amazon has closed the gap on Scandinavian fashion leader Boozt in Denmark, signalling the next front in Amazon's European marketplace expansion. • QVC veteran Kim Gravel is launching her own independent live shopping platform, betting that appointment-style live commerce can work outside the TikTok and Amazon ecosystem. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 16, 2026 In this episode: • Lowe's is formally merging marketing and digital commerce under one executive — a structural signal that the CMO role is being redefined around ecommerce ownership. • Meta's $17–18 billion settlement with US states sets new guardrails on teen-targeted advertising that every ecommerce brand running Meta campaigns needs to understand now. • Outdoor furniture brand Polywood has hit 75% of revenue through ecommerce — a DTC data point that reframes how seasonal and made-to-order brands should think about digital-first strategy heading into BFCM. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 15, 2026 In this episode: • OpenAI is launching a new ad unit that replaces the click-to-site model with a click-to-AI-conversation format — a fundamental shift in how brands intercept purchase intent. • Just days after its Hong Kong IPO, Shein is making its most aggressive U.S. logistics move yet — signalling it is building for the long term in America despite the tariff environment. • Allegro — Central Europe's dominant marketplace — is opening up its logistics, financial, and seller tools for use outside its own platform, a move that turns it from a marketplace into a commerce infrastructure provider. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 14, 2026 In this episode: • Concrete Google Ads data reveals how AI Mode is changing the way shoppers search — with longer, more conversational queries reshaping keyword strategy for ecommerce advertisers. • FedEx is launching dedicated digital tools to help ecommerce merchants navigate tariffs and customs in real time — a direct response to the cross-border complexity crushing DTC brands right now. • Circle's acquisition of B2B payments firm Tazapay signals stablecoin infrastructure is moving into mainstream ecommerce payment rails — a shift that could reshape how cross-border merchants settle transactions. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 13, 2026 In this episode: • Snapchat is making a direct pitch for holiday ad budgets with new conversion-speed commitments — a platform that rarely gets airtime in the social commerce conversation is now competing head-on with TikTok and Meta for performance dollars. • German price-comparison giant idealo is expanding its retail media proposition into Ireland and Switzerland, targeting shoppers at the precise moment they are evaluating competing products — a high-intent inventory that most retail media networks simply cannot replicate. • New data shows Amazon's EU user base actually shrank in the first half of 2026 — a rare sign of market saturation that has major implications for sellers and brands betting on European Amazon growth. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 12, 2026 In this episode: • YouTube Shopping has just launched its affiliate program in the Netherlands, partnering with Bol — making the Dutch market a live test case for social commerce at European scale. • Instacart is giving retailers their own branded AI shopping assistants — a direct move to compete with Walmart, Kroger, and Amazon on conversational commerce infrastructure. • New research reveals that 90% of returned ecommerce items lose value the moment they come back — a profitability crisis that is quietly eating DTC and marketplace margins heading into peak season. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing

The Digital Commerce Daily — September 11, 2026 In this episode: • Primark — the last major holdout against ecommerce — has reversed course and is launching UK home delivery, reshaping the competitive landscape for fast-fashion online. • Amazon has struck a deal to place its DSP advertisers inside ChatGPT, making it the first major retail ad network to buy into the AI chatbot ad ecosystem at scale. • New data shows beauty is overtaking fashion as the dominant category in European ecommerce, with major implications for where brands and platforms invest next. Hosted by Marco & Klara. New episode every weekday. Tags: ecommerce, digital commerce, retail media, Amazon, Walmart, platform strategy, D2C, omnichannel, performance marketing