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Holiday sales are projected to top $1 trillion for the first time this year.
October e-commerce sales jumped 8.2%, fueled by a 1,200% surge from GenAI traffic.
Walmart is all-in on the trillion-dollar creator economy with a new commerce program.


NRF Forecasts Holiday Sales to Cross $1 Trillion for First Time
The National Retail Federation (NRF) forecasts a 3.7% to 4.2% increase in holiday retail sales, which would push spending over the $1 trillion mark for the first time. However, this growth is largely attributed to price increases, not higher unit sales, as shoppers remain budget-conscious. → via Forbes
October E-com Sales Jump 8.2%, Fueled by 1,200% Surge from GenAI
U.S. e-commerce sales hit $88.7 billion in October, an 8.2% year-over-year increase. A significant driver was a 1,200% surge in traffic from generative AI sources. This GenAI traffic also converted at a higher rate, indicating a major shift in consumer shopping behavior. → via Digital Commerce 360


Source: TechCrunch
Amazon Launches 'Bazaar' App to Fight Temu With Sub-$10 Deals
Amazon has launched Amazon Bazaar, a standalone, low-cost shopping app now available in over a dozen markets. The app, which features products primarily priced under $10 and is promoting $0.11 deals, is a direct declaration of war against budget platforms like Shein and Temu as consumer spending tightens. → via TechCrunch & PYMNTS.com
Amazon Is Losing the AI Shopping War to Walmart
While Amazon restricts AI chatbots from its product data, Walmart has captured 20% of ChatGPT referral traffic, according to a new report. Amazon's share remains under 3%, signaling a major shift in consumer shopping behavior that could threaten its market dominance and ad revenue. → via Forbes
Amazon Extends Black Friday to 12 Days, Adds New AI Tools
Amazon has extended its Black Friday sales into a 12-day event, signaling a more aggressive discounting strategy as holiday spending is projected to cross $1 trillion. The company is also rolling out new AI features, including a "Help Me Decide" tool and personalized deal notifications. → via Axios


Source: Le Monde
Wayfair Revenue Surges 8.1%, Stock Jumps 10%
Wayfair's revenue surged 8.1% year-over-year to $3.12 billion, beating Wall Street expectations and sending its stock up 10%. The jump highlights the effectiveness of its strategic initiatives, even as the company reported a slight decline in active customers. → via CNBC
Shein's Paris Pop-Up Sees 50,000 Visitors, Proving Physical Retail Still Wins
Despite fierce public backlash and protests in Paris, Shein's first physical store in the city attracted over 50,000 visitors. The store generated an average customer spend of $52, proving the powerful draw of omnichannel presence, even for digital-native brands. → via Forbes


Source: Wikipedia
The De Minimis Fallout: DHL U.S.-Bound Volume Dropped 32% in Q3
DHL Express reported a 32% decline in U.S.-bound volume in the third quarter, a direct consequence of the de minimis exemption ending. The report highlights significant customs delays and new pricing pressures for low-value B2C shipments. → via Supply Chain Dive
Air Cargo Rates Fall 3% as Peak Season Stays 'Subdued'
Global air cargo spot rates fell for the sixth consecutive month, declining 3% year-over-year to $2.58 per kilogram. With seasonal contract rates also dropping 8%, the data signals a clear "buyer's market" for shippers amid soft demand, even during the typical peak season. → via Supply Chain Dive



How to Prepare for Black Friday and Cyber Monday
Every operator knows BFCM can expose the cracks in even the best-run business. This guide breaks down how top e-commerce teams use unified operations to stay in control when demand surges—covering inventory sync, fulfillment logic, and real-time visibility. If your goal is to scale without chaos this peak season, here’s how to make every order flow.

How to Start Selling on SHEIN
In this episode of The Flow, Goflow’s Yoni Mazor talks with Daniel Barry, Head of Strategic Partnerships at Shein Marketplace, about how brands can scale with SHEIN’s fast-growing platform and Goflow’s unified operating system for e-commerce. The conversation explores SHEIN’s audience of over 150 million Gen-Z and millennial shoppers, the marketplace’s curated seller model, and how the Goflow–SHEIN integration makes expansion plug-and-play, helping operators list, fulfill, and grow seamlessly across channels.

Yoni Mazor on Scaling Beyond Amazon
Goflow’s Yoni Mazor joined ecommerceChris to share how Amazon-native brands can cut through the chaos and scale smarter. In this conversation, he breaks down how a simple, system-driven approach helps operators expand from Amazon into Walmart, Shopify, eBay, and emerging channels like TikTok Shop, Temu, and Shein.


Source: The Seattle Times
Study: Two-Thirds of Shoppers Feel 'Post-Purchase Stress'
A new Narvar report reveals that two-thirds of U.S. consumers experience anxiety after making a purchase. 40% of shoppers have abandoned carts due to concerns over returns, delivery failures, and rising theft, showing that a reliable post-purchase experience is critical for conversion. → via Forbes
Gen Z Plans to Cut Holiday Spending by 34%, Prioritizing Value
While overall holiday sales are projected to rise, Gen Z consumers plan to cut their spending by 34%. This signals a significant shift toward budget-conscious shopping and value-seeking as this generation faces economic uncertainty. → via Forbes
Two-Thirds of Amazon Shoppers Expect 2-Day Shipping
Amazon's investment in delivery speed has reset customer expectations. Nearly two-thirds of shoppers now prefer two-day or quicker shipping, with over 25% of all orders being delivered within one day, underscoring the growing demand for rapid fulfillment. → via CIRP


The U.S. Has Officially Run Out of Cents
The U.S. Treasury has officially halted the production of the penny, and the great "cent shortage" is upon us. Over 100 of the 165 coin distribution centers are already out of stock. Retailers are now calling on the feds to establish a national rounding standard before we all have to start "making change" in the most literal way possible. → via massmarketretailers.com
