The Non-Amazon Surge

Target's online sales grew by 1.9% year-over-year in Q4 2025, pushing digital to account for 23.7% of the retailer's total sales. This digital growth occurred despite Target's overall total sales declining by 1.5% to $30.45 billion. → via Digital Commerce 360

Pattern Group reported a record $2.5 billion in total revenue, up 39% year over year. Record revenue not attributable to Amazon hit $183 million, up 60% year over year. Non-Amazon revenue surged 94% in Q4 alone, indicating major brands are successfully spreading their sales volume across multiple digital platforms. → via PYMNTS

Shopify accounted for 45% of all new online stores launched in seven major European markets last year. A recent study of 324,000 new e-commerce sites showed 148,044 were launched on Shopify, heavily outpacing legacy competitors like WooCommerce and Prestashop. → via Ecommerce News

PayPal's stock jumped nearly 7% following reports that fintech giant Stripe is weighing an acquisition of all or parts of the legacy payment processor. PayPal has lost nearly 19% of its value this year as it loses market share to faster checkout alternatives. → via CNBC

New York unveiled the nation's first comprehensive regulatory framework for Buy Now, Pay Later lenders. The proposed rules require mandatory licensing, strict fee caps, and a total ban on convenience fees and social underwriting. → via American Banker

Amazon launched a new AI-driven "canvas" feature for marketplace sellers. Merchants can now build personalized, interactive dashboards to analyze real-time data, optimize sales performance, and manage inventory without relying on manual reporting extraction. → via Digital Commerce 360

Amazon's direct-from-China discount storefront, Amazon Haul, surpassed 3,000 sellers since its launch late last year. The low-cost, extended-shipping model is already generating an estimated $2 billion in annual GMV, proving there is domestic appetite for the Temu model within the Amazon ecosystem. → via Marketplace Pulse

Amazon officially announced its Big Spring Sale 2025 will run from March 25 through March 31. The event features discounts of up to 40% across more than 35 categories, including heavy pushes in apparel, beauty, and home goods. → via Amazon Press

Amazon is committing $50 billion to accelerate AI innovation in a new strategic partnership with OpenAI. The goal is to build a "Stateful Runtime Environment" that scales AI application integration for businesses. Amazon is securing its cloud infrastructure as the base layer for enterprise AI. → via About Amazon

Best Buy's relaunched third-party marketplace onboarded over 1,100 sellers and generated $300 million in domestic GMV in Q4. More than 90% of those sellers are experiencing sales in any given week, and customer return rates are lower than first-party items. → via Digital Commerce 360

Back Market's gross merchandise value surged by 32% to over 3.5 billion euros in 2025. The growth was driven by a 58% revenue increase in Germany and a surge in repeat purchases for refurbished electronics. → via Ecommerce News

Walmart+ now has roughly 30 million members. For context, that is about 15% of Amazon Prime's estimated 201 million subscriber base in the U.S. → via CIRP

NOBS, the number one selling toothpaste on TikTok Shop with over 1 million orders, is launching nationwide in Target stores. PepsiCo also launched its first TikTok-inspired line of snacks on the platform before bringing them to retail shelves. → via Morningstar

Apple announced it will produce Mac mini computers in Houston, marking the first time the hardware will be manufactured in the U.S. instead of China. Accompanied by a massive domestic investment plan, it forces the consumer electronics sector to rethink reliance on Asian sourcing. → via Supply Chain Dive

U.S. Customs and Border Protection told a federal judge it cannot comply with the order to issue refunds on the Trump tariffs. Meanwhile, over 2,000 U.S. companies have filed lawsuits to recoup their import payments. → via CNBC

The military conflict in the Middle East closed the Strait of Hormuz, paralyzing 10% of the world's container fleet. The disruption is causing cargo backlogs in Asia and Europe and driving up freight rates. In response, eBay has temporarily suspended all international shipping to eight countries in the region. → via Supply Chain Dive

You check inventory across channels, and everything matches — until hours later, you realize you’ve oversold and customers are left frustrated. When sync lags, small delays turn into inventory drift and lost trust. In this blog post, we’ll break down why it happens and how to prevent it before it impacts your customers.

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.

New data shows AI-driven product discovery is heavily skewed toward specific categories, with Apparel and Accessories seeing the largest surge in sales originating from AI chat prompts. If your clothing brand isn't optimizing its structured data for LLMs, you are invisible to the bots making purchase decisions for consumers. → via Digital Commerce 360

A new report found that roughly half of all consumers don't mind if an advertisement was created using artificial intelligence, as long as the product is relevant. Brands can cut production costs and deploy AI-generated creative assets without fear of major consumer backlash. → via Marketing Brew

A new report shows 37% of consumers now begin their product search with an AI prompt rather than a traditional search engine. Optimizing your product catalog for LLMs is becoming a baseline requirement for discovery. → via LinkedIn