E-commerce Pulse — May 29, 2026
Shopify and Amazon now command approximately 50% of U.S. e-commerce, with Shopify recently beating earnings expectations by 60% at a lower valuation multiple. New DTC brand failures are mounting—5W's "DTC Graveyard 2026" report documents 50 prominent direct-to-consumer collapses between 2022 and 2026. Meanwhile, AI-driven conversions surged 1,247% in late 2025, signaling a major shift toward machine-to-machine commerce that merchants must prepare for.
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