Daily intel for cross-border sellers — products, policy, platforms, and the moves that work.
Per Shopify's earnings call: orders originating from AI search/AI shopping channels grew ~13× year-over-year, and AI-driven traffic to Shopify storefronts grew ~8×. New-buyer orders from AI search converted at roughly 2× the rate of organic search. So what : AI-channel buyers are…
Walmart confirmed marketplace seller count crossed 200,000 for the first time, with marketplace revenue +20% YoY (categories like home and fashion +30%). Walmart also began testing third-party seller inventory staged in Dallas store back rooms for same-day pickup and delivery — a…
Lengow's April 2026 Top-50 data: UK Top-50 generated €52.58M in monthly GMV, vs. €12.39M (Germany), €7.59M (France), €5.66M (Italy). UK alone is roughly 1.6× the four continental markets combined. The #50 spot in the UK requires €474k/month; Italy/France/Spain require €54-77k. Wh…
Shopify reported Q1 2026 results May 5: GMV $101 billion (+35% YoY), revenue $3.2 billion (+34% YoY), free cash flow margin 15%. Stock fell ~7% premarket on Q2 guidance of "high-twenties" revenue growth — a deceleration from Q1. Net loss of $581M widened on AI infrastructure spen…
DECIEM relaunched its Coverage Foundation with a serum-style formula in early 2026 and creator content is currently spiking. Sub-£15 price point in the UK keeps it inside TikTok Shop's high-conversion price band. Insight : When a heavyweight brand relaunches a product, the "dupes…
