Half the Internet

Google is turning Search into a marketplace. They just rolled out new "agentic commerce" features allowing users to purchase items from Etsy and Wayfair directly within AI Mode and the Gemini app. Shopify, Walmart, and Target integrations are coming next. → via Google Blog

It's a duopoly. As of 2026, Amazon and Shopify collectively power 50% of all e-commerce in the United States. While Amazon remains the dominant aggregator, Shopify has become the infrastructure for everyone else. If your strategy doesn't heavily index on these two ecosystems, you are fighting for a shrinking slice of the pie. → via Marketplace Pulse

Prepare for sticker shock. Major retailers including Target and Walmart are preparing for price increases of up to 10% in 2026. The hikes are a direct response to new import tariffs and ongoing supply chain pressures. If you sell wholesale to big box, expect aggressive margin negotiations. → via DBBNWA

Marc Lore (founder of Jet.com) just launched Wizard, a new AI-native shopping agent. After pivoting from B2B, the platform is now a consumer app that returns exactly five highly curated product results instead of thousands. It monetizes via transactions, not sponsored ads. It's a direct bet against the endless scroll of traditional marketplaces. → via Fortune

Amazon is rapidly scaling its healthcare logistics. Amazon Pharmacy will expand Same-Day Delivery to nearly 4,500 U.S. cities by the end of 2026. As traditional neighborhood pharmacies close due to staffing shortages, Amazon is stepping in to own the last-mile delivery of essential medications. → via About Amazon

Amazon is cracking down on image quality. Under new 2026 product photography standards, main images must be at least 1000 pixels, sit on a pure white background, and fill 85-100% of the frame. The kicker? If you fail to meet these standards, Amazon can and will automatically replace your main image with one that does. → via Seller Central

Amazon’s biggest competitive challenge moving forward isn't Walmart—it's generative AI platforms like ChatGPT and Gemini completely altering how consumers discover products. → via Forbes

Shopify is evolving beyond DTC. The platform reported $11.56 billion in revenue for 2025 (up 30%). The massive growth driver wasn't retail—it was a 96% surge in B2B sales. As wholesale operations digitize, Shopify is quickly becoming the default B2B infrastructure. → via Digital Commerce 360

The counterfeit war escalates. Estée Lauder is suing Walmart, claiming the retail giant knowingly allowed knockoff beauty products to be sold on its marketplace. The lawsuit highlights the growing pains of Walmart's rapid third-party seller expansion. → via USA Today

TikTok Shop blinked. After severe merchant backlash, the platform reversed its plan to end independent shipping for U.S. sellers. Sellers will retain the ability to control their own fulfillment rather than being forced into TikTok's logistics network. → via Modern Retail

TikTok officially launched "Local Feeds" in the U.S. The new tab uses precise location data to surface nearby creators, businesses, and services. It's a direct threat to Google Maps and Yelp for local business discovery. → via TikTok

FedEx is officially abandoning the cheap package war. At Investor Day, executives announced a pivot away from low-margin consumer volume. They expect only "low single-digit growth" in B2C. Instead, FedEx is focusing on high-margin, specialized B2B shipments like healthcare and aerospace. They are leaving the lightweight e-commerce battle to USPS and Amazon. → via Supply Chain Dive

UPS is taking Temu to court over $37 million in unpaid delivery bills. The lawsuit claims Temu kept placing orders without making meaningful payments for an entire year. Meanwhile, Temu is also fighting a trademark infringement suit over counterfeit MF Doom merchandise. → via Irish Times

The U.S. and Taiwan reached a reciprocal trade agreement. The deal imposes a 15% tariff cap on Taiwanese imports, while Taiwan commits to buying $85 billion in U.S. goods by 2029. If you source electronics or components from Taiwan, this locks in some pricing stability. → via Supply Chain Dive

If your brand targets Gen Z and Millennials, selling on SHEIN Marketplace may be one of the most strategic growth moves you can make in 2026. In this post, we'll cover the exciting opportunities SHEIN offers, and how you can make the most of them with Goflow’s powerful tools.

Shopify B2B sales just doubled. Amazon is enforcing new image standards. TikTok keeps changing shipping rules. The platforms never stop moving. Your backend needs to adapt instantly. Goflow handles complex inventory, syncs your data perfectly, and keeps you compliant across every channel. Don't let operational drag kill your momentum.

Amazon Multi-Channel Fulfillment delivers the speed customers expect. This Wednesday, join Amazon and Goflow to see how leading brands extend Prime-speed fulfillment beyond Amazon.com while keeping inventory, orders, and reporting unified in one source of truth. Save your spot and scale with control.

Wednesday, February 25th
1 pm PST

Returns aren't just a margin killer, they are an environmental disaster. According to new supply chain data, over 80% of retail returns end up in landfills or are shipped off to developing countries as garbage.  → via Optoro

Generative AI isn't just for marketing; it's scaling fraud. AI-driven fraud losses surged 1,210% last year, hitting $1 billion. Fraudsters are using deepfakes and automated bots to execute massive refund scams, specifically targeting low-dollar thresholds where retailers auto-approve refunds. → via Supply Chain Dive

The crisis is so severe that major brands are now appointing dedicated "Returns Czars" to plug the margin leaks. And, 85% of retailers are actively deploying AI to detect and block serial returners and bad actors before the return label is even generated. → via Forbes

Meta recently secured a U.S. patent for a large language model designed to simulate users after they have died. Meta claims they have "no plans" to actually build it, but they own the patent just in case you want to keep your engagement metrics up from the afterlife. → via Malwarebytes