3P Sellers Now Make Up 69% of Amazon

You can finally have more than 100 variants. In its Winter '26 Edition, Shopify announced the limit has been raised to 2,048. This solves a massive headache for anyone selling apparel or complex catalogs who previously had to use messy workarounds. → via Shopify

A federal judge has officially labeled Google a "search monopolist." The DOJ is now cross-appealing to demand stricter penalties. This isn't just a fine; it could lead to forced data sharing or a breakup that changes how SEO works fundamentally. → via The Information

Former PayPal President David Marcus publicly criticized the company, stating it has "lost its mojo" and ability to compete. It's a rare, blunt assessment from an insider as PayPal struggles to keep up with Stripe and Apple Pay. → via Business Insider

Allbirds is closing the majority of its physical retail locations by February 2026. The brand is cutting costs and refocusing on e-commerce, signaling that the "DTC brands must open stores" trend might be reversing for companies that over-expanded. → via Digital Commerce 360

A new platform called Genstore says its AI agents can build a fully functional online store in minutes. It's an early look at "Agentic Commerce" moving upstream—using AI to build the business, not just buy the products. → via Genstore

A coalition of AI firms and retailers are partnering to build chatbot-shopping experiences that bypass Amazon. They are trying to use conversational AI to disrupt product discovery so it doesn't always start on the "Everything Store." → via The Information

You will see Buy with Prime on Adidas.com this spring. Amazon is successfully getting major non-Amazon brands to use their logistics rails. For Adidas, it lets Prime members checkout using their stored details. For sellers, it's a reminder that this tool is proving to work—Amazon claims it boosts revenue per shopper by 16%. → via Amazon Press

In 2025, sellers generated an estimated $575 billion of the platform's $830 billion total Global GMV.

Amazon's move to "regionalize" its fulfillment centers is paying off. In 2025, they delivered a record 13 billion items with Same-Day or Next-Day speeds (8 billion of those in the U.S.). Same-day delivery volume specifically jumped 70%. → via Digital Commerce 360

Starting February 15, 2026, Amazon switches FBA removal fees to a per-unit basis (charged when processed) rather than the old flat per-order fee. If you have a lot of unfulfillable inventory, check it now before the new rates kick in. → via Seller Central

Lowe's is pivoting its brand identity from "warehouse utility" to a "culture-driven lifestyle brand." They are using AI to personalize imagery, trying to differentiate from Home Depot by focusing on the emotional side of home improvement. → via Adweek

QVC is expanding its assortment in prestige beauty and wellness. The category grew 7% to 8.1 billion last quarter. They are betting that live, demonstration-based selling works best for high-margin self-care products. → via Retail Dive

Walmart officially crossed the $1 trillion market cap mark. U.S. online sales grew 28% and global e-commerce is up 27%. They are winning the "trade-down" war while successfully scaling their ad business. → via Axios

If you sell on Walmart Marketplace, watch your metrics. They introduced two new mandatory targets:

Alibaba is splitting into six separate business entities, each with its own CEO and ability to IPO. It's a massive restructuring designed to make them faster and more agile against competitors like Temu and TikTok. → via Crunchbase

FedEx rolled out Tracking+ and Returns+. These AI tools aim to cut customer service inquiries by 42% by giving better real-time visibility. It turns the tracking page into an actual engagement channel rather than a dead end. → via Digital Commerce 360

The U.S. and India reached a deal to lower tariffs on various goods from 25% to 18%. If you source textiles, machinery, or pharma from India, your landed costs just went down. → via Supply Chain Dive

The USPS is letting shippers bid to reserve capacity at 18,000+ Destination Delivery Units (DDUs). Winning bidders can inject volume directly into these local facilities, bypassing the slow upstream network to get same-day or next-day delivery speeds. This is essentially a way to buy "shortcuts" in the postal network—but you need the transportation capabilities to get your packages to those local units yourself. Bidding closes Feb 17, with service starting Q3 2026. → via Supply Chain Dive

A record of everything we shipped in 2025, organized by operational domain. Check out what’s new, what’s improved, and what’s coming soon.

Scaling from Shopify to multichannel ecommerce isn’t just about selling on more platforms—it’s about keeping inventory, fulfillment, and the customer experience under control as complexity grows. In this post, we’ll walk through a practical, step-by-step playbook for expanding into new channels without losing clarity or control.

Shopify finally unlocked complex catalogs. Walmart just tightened return limits. Amazon changed its fee structure. As platforms change, your backend needs to keep up. Goflow handles high-complexity inventory (even 2,000+ variants) and syncs it seamlessly across every channel. Don't let operations bottleneck your growth.

​Join us for an exclusive in-person evening on February 12th in New York City featuring interactive presentations, candid live Q&A, and high-signal networking with fellow brand owners and Amazon experts.

The shift to "Agentic Commerce" is happening faster than expected. A new report shows 58% of Gen Z and Millennials now trust AI agents to recommend products and even make purchases for them.

Resale is outpacing traditional retail, driven by Gen Z's focus on value and sustainability. It's no longer just a niche—for 7-figure sellers, "re-commerce" is becoming a necessary part of the lifecycle strategy. → via Forbes