E-Commerce 10 March 2026

Alibaba Drops After Beijing Puts 618 Subsidies in the Spotlight

Alibaba’s Hong Kong shares plunged 5.4% after Beijing regulators challenged Taobao and Tmall’s 6.18 shopping festival discount claims, intensifying regulatory risk just as U.S.-listed shares had fallen for six straight sessions and raising investor concerns over profit margins and future promotions.

11 June 2026

E-Commerce·HKG:9618·HKG:9988·NASDAQ:JD·NYSE:BABA·Stock Market

Amazon Gets June Prime Day Announcement, Stock Falls

Amazon shares slid 1.81% to $256.52 even as it set June 23-26 for Prime Day, giving investors an early look at retail momentum before Q2 ends; despite strong AWS growth and rising net sales, free cash flow fell as AI investments surged, leaving investors cautious about whether Prime Day’s grocery push and earlier timing will boost margins or just shift demand.

3 June 2026

E-Commerce·NASDAQ:AMZN·Stock Market

PDD Shares Drop After Profit Falls at Temu Owner

PDD Holdings shares fell 10.5% to $86.52 after first-quarter revenue and profit missed Wall Street estimates. Revenue rose 11% to 106.23 billion yuan, below forecasts, while net income dropped 15% to 12.55 billion yuan. Rising costs and stiff competition pressured results. Alibaba and JD.com shares also declined, but PDD’s drop was steeper.

27 May 2026

E-Commerce·Earnings Reports·Stock Market

Shopify Holds in New York as AI Selloff Keeps Traders Focused

Shopify closed at $103.00 on Nasdaq Friday, down 1.77%, before U.S. markets shut for Memorial Day. Toronto shares rose 1.16% to C$144.15 as Canadian markets stayed open. The stock is down 36% for the year despite a 2.71% gain over five days. Debate continues over AI-driven growth versus rising expenses after the company’s May earnings reset.

25 May 2026

E-Commerce·NASDAQ:SHOP·Stock Market

Amazon Stock Slips As Alexa’s AI Shopping Push Moves From Search To Checkout

Amazon launched Alexa for Shopping across its app, website, and Echo Show devices, integrating its Rufus assistant into a broader AI tool that compares products, tracks prices, and automates purchases. Shares fell 1.8% to $262.50 Friday. The new service is available to U.S. customers and can complete eligible purchases from other retailers. Polymarket put 65% odds on a $260-$265 weekly close.

15 May 2026

Amazon·Artificial Intelligence·E-Commerce·NASDAQ:AMZN·Stock Market

Alibaba’s Earnings Test Is Whether AI Can Pay for the Delivery Fight

Alibaba’s U.S. ADRs rose 1.02% to $136.15 in early premarket trading Wednesday, after closing down 1.84% at $134.78 ahead of fiscal fourth-quarter results due before the U.S. open. Revenue is expected to rise to 282.44 billion yuan, but net profit is projected to fall to 11.71 billion yuan. Investors remain cautious as AI and cloud spending weigh on margins.

13 May 2026

Artificial Intelligence·E-Commerce·NYSE:BABA·Technology

JD.com Rises as Retail Margin Beat Offsets Food-Delivery Cost Fears

JD.com’s Hong Kong shares closed up 8.3% after first-quarter revenue and adjusted profit beat expectations. U.S.-listed ADRs rose 3.2% premarket. Operating margin improved to 5.6% as food-delivery losses narrowed, though net income fell 53% to RMB5.1 billion due to higher costs. Management signaled hopes for stronger electronics sales later in the year.

13 May 2026

E-Commerce·HKG:9618·NASDAQ:JD·Stock Market

Shopify Stock Falls as Q2 Margin Guide Tests the AI Commerce Bull Case

Shopify shares fell 7.13% Monday to $102.54 and dropped further in premarket trading Tuesday, extending losses from $127.55 before last week’s earnings. The company beat Q1 estimates with $3.17 billion in revenue and $100.74 billion GMV, but Q2 guidance showed slower growth and continued high spending. Investors reacted to lower margin expectations and a shift in revenue mix toward lower-margin merchant services.

12 May 2026

E-Commerce·NYSE:SHOP·Stock Market

Shopify Stock Slides Again As AI Cost Fears Spill Into Shareholder Vote

Shopify shares fell 7.13% to $102.54 Monday after last week’s earnings and the release of annual-meeting materials highlighting an AI governance vote set for June 16. A shareholder proposal asks Shopify to adopt a responsible-use AI policy, which the board opposes. First-quarter revenue rose 34% to $3.17 billion, but investors remain focused on rising expenses and AI strategy.

11 May 2026

Artificial Intelligence·E-Commerce·NASDAQ:SHOP·Stock Market·Technology

Coupang Stock Slides After $266 Million Q1 Loss, and the Data-Breach Bill Is Still Coming Due

Coupang reported a $266 million net loss for the first quarter, citing costs from last year’s data breach. Shares fell 16.6% to $17.32 in New York trading. Revenue rose 8% to $8.5 billion, but operating loss reached $242 million. Management expects Q2 margins to remain under pressure despite a rebound in WOW memberships.

6 May 2026

Data Security·E-Commerce·Earnings Reports·NYSE:CPNG·Stock Market

Amazon Stock Nears $3 Trillion As Logistics Push Takes Aim At UPS And FedEx

Amazon stock rose 0.35% in premarket trading Wednesday, pushing its market value near $3 trillion after a fourth straight record close. The company launched Amazon Supply Chain Services, opening its logistics network to outside businesses, prompting FedEx and UPS shares to drop over 9% Monday. Amazon’s first-quarter net income reached $30.3 billion, boosted by AWS sales growth and a $16.8 billion gain from Anthropic.

6 May 2026

E-Commerce·Stock Market·Technology

UPS Stock Hit as Amazon Opens Logistics Network in Direct Challenge to Parcel Giant

UPS shares fell 10.5% to $96.31 after Amazon opened its logistics network to outside businesses, intensifying competition in parcel delivery and freight. FedEx shares dropped 9.1%. Amazon’s new service already counts Procter & Gamble and 3M as users. UPS is cutting Amazon-related volume and shifting focus to higher-margin business shipments.

5 May 2026

Amazon·E-Commerce·NASDAQ:AMZN·NASDAQ:LE·NYSE:AEO·NYSE:FDX·NYSE:MMM·NYSE:PG·NYSE:UPS·Stock Market

Shopify Stock Slides After $100 Billion GMV Quarter — Why Investors Still Wanted More

Shopify shares fell nearly 7% in premarket trading Tuesday after second-quarter guidance matched analyst expectations. First-quarter revenue rose 34% to $3.17 billion, with gross merchandise volume hitting $100.74 billion. Operating income reached $382 million, below the $420 million analysts expected. The company posted a net loss of $581 million, narrowed from $682 million a year earlier.

5 May 2026

E-Commerce·NYSE:SHOP·Stock Market

FedEx Stock Tumbles As Amazon Opens Its Logistics Network to All Businesses

FedEx shares dropped about 9% Monday after Amazon launched Amazon Supply Chain Services, opening its logistics network to outside businesses. UPS stock also fell nearly 10%, while Amazon rose 1%. The selloff comes weeks before FedEx’s planned June 1 spinoff of its freight unit. Amazon’s new service offers freight, warehousing, and shipping to companies including Procter & Gamble and 3M.

4 May 2026

E-Commerce·NASDAQ:AMZN·NYSE:FDX·Stock Market

eBay Stock Gets a Jolt: Q1 Beat, GMV Surge and GameStop Offer Report Put Marketplace Back in Play

GameStop is preparing a possible offer for eBay, according to reports from the Wall Street Journal cited by Reuters. eBay shares jumped 9% in extended trading after the news, while GameStop rose 3%. eBay had just reported first-quarter revenue of $3.09 billion, up 19%, and adjusted earnings of $1.66 per share, both above analyst expectations.

2 May 2026

E-Commerce·Earnings Reports·NASDAQ:EBAY·NYSE:GME·Stock Market

UPS Earnings Beat Wall Street, But Amazon Pullback Is the Real Test

UPS reported first-quarter revenue of $21.2 billion and adjusted earnings of $1.07 per share, beating analyst estimates. Adjusted profit fell 28% from a year earlier, and shares dropped 3% in premarket trading. Domestic revenue declined 2.3% to $14.13 billion on lower volume, while international revenue rose 3.8% to $4.54 billion. UPS kept its 2026 financial targets and dividend plans unchanged.

28 April 2026

E-Commerce·Earnings Reports·Stock Market

Walmart Stock Gets a Fresh Jolt as China Growth and One-Hour Delivery Put Amazon, Costco on Notice

Walmart shares hovered near $129 Monday, keeping its market value above $1 trillion as investors watched growth in China and new Sam’s Club delivery options. Sam’s Club fulfilled nearly 65,000 one-hour Express orders since April 2 across 600 clubs. Walmart China’s Q4 net sales rose 19.3% to $6.1 billion, with e-commerce accounting for over half. New Sam’s Clubs opened in Jiangsu, with more set for Shandong and Liaoning.

27 April 2026

E-Commerce·NYSE:WMT·Stock Market

Walmart’s Backroom Delivery Test Targets Amazon’s Same-Day Edge

Walmart is testing use of store back rooms in Dallas to stage same-day delivery of third-party marketplace goods, aiming to speed up online orders, according to the Financial Times. The move follows Amazon’s rollout of one- and three-hour delivery options in U.S. markets last month. Walmart says it can now reach 95% of U.S. households with delivery in three hours or less. Walmart U.S. e-commerce sales hit $99.6 billion in fiscal 2026.

20 April 2026

E-Commerce·NASDAQ:AMZN·NYSE:WMT

Amazon Sellers Face 3.5% Fuel Surcharge Starting April 17 as Iran War Drives Up Delivery Costs

Amazon will add a 3.5% fuel and logistics surcharge to U.S. and Canadian fulfillment fees for many third-party sellers starting April 17, citing surging energy costs as Brent crude neared $110 a barrel. The fee, averaging 17 cents per unit, applies to Fulfillment by Amazon and related services. USPS, FedEx, and UPS have also raised surcharges. Amazon last imposed a similar fee in 2022.

6 April 2026

E-Commerce·NASDAQ:AMZN

Walmart’s Flipkart returns to India, clearing the way for IPO

Flipkart has shifted its holding company from Singapore to India, completing its redomiciliation ahead of a potential local IPO. The move positions Walmart, which bought Flipkart for $16 billion in 2018, to unlock value in India, where Flipkart and PhonePe compete for market share. PhonePe handled nearly 10 billion UPI transactions in January. India’s IPO market has slowed this year, with five listings by late February.

10 March 2026

E-Commerce·NYSE:WMT

E-Commerce 10 March 2026 - 11 June 2026