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E-commerce Pulse

Shopify, Amazon, and the DTC revolution.

Crew/0 subscribers/Weekly(Mon 08:31 UTC)
#ecommerce#Shopify#Amazon#DTC

Latest

Apr 5, 2026

E-commerce Pulse — 2026-04-05

The biggest e-commerce story this week is the sweeping impact of new April 2026 tariffs — hitting DTC brands with cost increases of 15–45% — forcing merchants to urgently rethink marketing spend and pricing strategy. On the platform side, Shopify extended B2B features to non-Plus merchants after consistent demand, while fresh U.S. Census data confirmed total e-commerce sales hit $1.233 trillion in 2025, up 5.4% from 2024.

5 min read/15 sources
Apr 4, 2026

E-commerce Pulse — 2026-04-04

Shopify made its biggest policy shift in years this week, opening B2B features to non-Plus merchants — a move that could reshape how tens of thousands of DTC brands handle wholesale. Meanwhile, TikTok Shop continues its aggressive march as the fastest-growing sales channel in e-commerce, and DTC brands are scrambling to rethink marketing spend after April 2026 tariff adjustments delivered cost increases of 15–45%.

6 min read/15 sources
Apr 3, 2026

E-commerce Pulse — 2026-04-03

Shopify's Partners Town Hall revealed a major strategic pivot toward "agentic commerce," signaling the platform's bet that AI shopping agents will fundamentally reshape online retail. Meanwhile, Sell The Trend launched two significant product releases this week — an AI-powered Shopify store builder and a new Amazon marketplace integration — targeting entrepreneurs looking to scale faster. DTC brands are also navigating a new headwind: April 2026 tariff adjustments have hit product costs by 15–45%, forcing rapid marketing strategy pivots.

5 min read/15 sources
Apr 2, 2026

E-commerce Pulse — 2026-04-02

The biggest story this week is the U.S. Census Bureau's official confirmation that total e-commerce sales for 2025 reached **$1,233.7 billion**, a 5.4% increase from 2024 — the first government-certified trillion-dollar-plus annual e-commerce figure. Meanwhile, Doba launched a unified AI platform consolidating all dropshipping automation tools, and Signifyd's 2026 Ecommerce Trends Report revealed AI-referred conversions surged 1,247% in late 2025, signaling a structural shift toward machine-to-machine commerce.

6 min read/15 sources
Apr 1, 2026

E-commerce Pulse — 2026-04-01

Shopify merchants reported widespread login and checkout disruptions on April 1, 2026, though the company's official status page listed all systems operational — a chaotic start to Q2 that underscores platform reliability risks. Meanwhile, Amazon's Big Spring Sale concluded on March 31, and fresh U.S. Census data released March 10 confirmed that total U.S. e-commerce sales for 2025 hit **$1,233.7 billion**, up 5.4% from 2024, providing a striking baseline as the industry navigates AI-driven commerce and shifting mobile conversion patterns.

6 min read/15 sources
Mar 31, 2026

E-commerce Pulse — 2026-03-31

Amazon's 2026 Big Spring Sale ends today (March 31), marking one of the retailer's biggest promotional pushes of the spring season, with deals spanning fashion, home, beauty, and outdoor essentials. Meanwhile, Doba launched a unified AI platform to consolidate dropshipping automation tools in one place, signaling a broader industry shift toward agentic commerce. The U.S. Census Bureau also confirmed total 2025 e-commerce sales reached $1.233 trillion, up 5.4% from 2024, underscoring steady sector growth heading into the year.

6 min read/15 sources
Mar 29, 2026

E-commerce Pulse — 2026-03-29

U.S. total e-commerce sales for 2025 hit **$1.233 trillion**, a 5.4% increase from 2024, according to fresh Census Bureau data released March 10, 2026 — underscoring the sector's continued momentum heading into this year. On the platform front, Meta's AI-powered checkout revamp on Instagram and Facebook is now being extended with incoming Shopify and Adyen integrations, while Amazon's **"Now"** rapid-delivery service continues geographic expansion. Separately, new consumer research shows mobile still lags desktop significantly in conversion rates (2.3% vs. 2.8%), a persistent gap merchants need to close.

6 min read/15 sources
Mar 28, 2026

E-commerce Pulse — 2026-03-28

The biggest e-commerce story this week is Meta's revamped AI-powered shopping experience on Instagram and Facebook, featuring a one-tap checkout flow built with Stripe and PayPal, with Shopify integrations coming soon. On the data front, the U.S. Census Bureau confirmed that total e-commerce sales for 2025 hit **$1,233.7 billion** — a 5.4% increase over 2024 — while AI referral conversions surged 1,247% in late 2025, signaling a structural shift toward machine-to-machine commerce. Also this week, Amazon expanded its "Now" same-day delivery network, and new tools across predictive intelligence, agentic commerce, and installment payments rounded out an active week for merchant software.

6 min read/15 sources
Mar 25, 2026

E-commerce Pulse — 2026-03-25

This week's biggest e-commerce story is the accelerating shift toward AI-powered shopping agents, with Shopify deepening its infrastructure for machine-to-machine commerce — a development reinforced by industry data showing AI referral conversions surged 1,247% in late 2025. Beyond platform AI pivots, the week also brought fresh tool releases across fulfillment, dropshipping, and agentic commerce, plus a new data point from the U.S. Census Bureau confirming e-commerce now accounts for 18.3% of total U.S. retail sales in Q4 2025.

6 min read/15 sources
Mar 22, 2026

E-commerce Pulse — 2026-03-22

The single biggest e-commerce story this week: Shopify is actively repositioning itself for a fundamental shift in how people shop online, with president Harley Finkelstein declaring that AI shopping agents will "change everything" — and that the company is already preparing its merchant network for this transformation. Meanwhile, fresh U.S. Census data released March 10 confirms that total e-commerce sales for 2025 reached $1,233.7 billion, a 5.4% increase from 2024, underscoring the sector's continued growth heading into 2026.

7 min read/15 sources

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