The New Number One

Google Labs rolled out a Photoshoot feature within its Pomelli platform. Small businesses can upload a raw product photo and let Google's Gemini Nano Banana AI generate studio-quality, branded lifestyle images for free. → via Google Blog

U.S. e-commerce sales are projected to reach $1.8 trillion by 2030, capturing 29% of all retail sales. Growth is driven by Gen Z entering the workforce and massive upgrades in logistics infrastructure, offsetting a drop in the percentage of daily online shoppers. → via Retail Dive

The Supreme Court ruled 6-3 that President Trump's previous tariffs were illegal, sending e-commerce stocks surging. Trump immediately announced a fresh 10% global import surcharge effective February 24, with plans to hit 15%. Retailers are simultaneously filing for refunds on old tariffs while pricing in new ones. → via Supply Chain Dive

The European Union paused its framework trade agreement with the U.S. in response to the new 10% global tariff. With the potential for the tax to rise to 15%, the EU is assessing the damage. Expect immediate disruptions, volatile pricing, and retaliatory taxes if you import or export across the Atlantic. → via Grocery Dive

Sky Xu, the notoriously private founder of fast-fashion giant Shein, made a rare public appearance to hail the company's Chinese roots. As Shein fights for a massive IPO amid intense regulatory scrutiny over its supply chain, tariff loopholes, and data practices, Xu is attempting to control the narrative. → via BBC

Bath & Body Works launched its first authorized storefront on Amazon. The brand is using Amazon as a logistics partner, retaining control over inventory and pricing while tapping into Prime's fulfillment network. In a category where Amazon commands 47% of online sales, DTC purity is giving way to distribution. → via CNBC

It finally happened. For fiscal year 2025, Amazon reported $716.9 billion in revenue, edging past Walmart's $713.2 billion. While Walmart remains the larger pure retailer—Amazon's total includes $128.7 billion from AWS and $118.6 billion from ads and subscriptions—Amazon has officially taken the number one spot as the largest company by revenue in America. → via Fortune

Walmart's advertising revenue grew 46% to $6.4 billion in 2025. While Amazon’s ad business is still massively larger ($68.6 billion), its growth was only 22%. Walmart's ad penetration sits near 4% relative to its e-commerce base. There is still a massive ceiling for growth as the marketplace matures. → via Marketplace Pulse

Walmart's e-commerce operations reported a full year of profitability, hitting $150 billion in online sales. The driver is a massive influx of high-income shoppers trading down to Walmart for groceries and essentials, which the retailer converted into profitable digital buyers. → via Business Insider

eBay acquired secondhand fashion app Depop from Etsy for $1.2 billion. The resale market is projected to hit $367 billion. eBay is aggressively trying to capture Gen Z buyers and revitalize its C2C fashion segment, which drove $500 million in U.S. GMV last year. → via Forbes

eBay announced it is laying off 800 employees, its third round of workforce reductions in three years. The cuts expose ongoing operational struggles as the legacy platform fights to maintain relevance against specialized resale apps and the Amazon/Walmart duopoly. → via TechCrunch

Texas Attorney General Ken Paxton is suing Temu, alleging the app functions as "Chinese Communist spyware" disguised as a discount marketplace. The lawsuit accuses the company of deceptive marketing and routing user data to servers accessible by the Chinese government. → via Texas Scorecard

Following the Supreme Court's ruling against the Trump tariffs, FedEx is suing the U.S. government for massive refunds on the tariffs it was illegally forced to pay. → via Supply Chain Dive

USPS is testing a feature that requires mail carriers to capture photo proof of delivery at the doorstep. It's a necessary upgrade as the agency fights to win last-mile volume back from UPS and FedEx. → via Supply Chain Dive

Amazon is now bigger than Walmart. Tariffs are flipping on and off daily. Walmart is heavily indexing on marketplace ads. 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.

This series shows multichannel sellers how to control financial complexity through clean books, scalable systems, disciplined reporting, and automation. When your data is aligned, you gain the clarity needed to scale with confidence.

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TikTok Shop drove $19 billion in GMV in Q3 2025. Brands coordinating their TikTok campaigns with their Amazon listings are seeing a 40% increase in new customer acquisition. TikTok handles discovery; Amazon handles conversion. → via Forbes

U.S. consumer sentiment has fallen to its lowest level in over a decade, but retail spending remains resilient. Nearly 40% of consumers are actively hunting for discounts. Shoppers are trading down and demanding more value, but the dollars are still flowing. → via Retail Dive

Users of Walmart's "Sparky" AI shopping assistant are building baskets 35% larger than standard shoppers. Moving from a traditional search bar to an intent-driven conversational agent reduces discovery friction and increases order value. → via Modern Retail

Google's AI Overviews are scraping fake customer service phone numbers from illegitimate websites and displaying them as verified contact info. Users are calling these numbers and handing credit card details directly to scammers. → via Wired