E-Commerce 31 January 2026

Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco has begun a six-month trial of Royal Mail parcel lockers outside selected UK stores, offering 24/7 parcel services. The trial covers sites in Ashby-de-la-Zouch, Barrow, Burnham-on-Sea, Bury, Cullompton, Horwich, March, and Preston. Tesco’s market share rose to 28.7% in the 12 weeks to Feb. 22, according to Worldpanel data. Sainsbury’s and Co-op have also announced Royal Mail locker partnerships.

10 March 2026

E-Commerce·LSE:TSCO

Sea shares whipsaw again after Shopee growth target sparks a spending worry

Sea Ltd shares fell 2.1% to $93.53 in early New York trading Friday, reversing part of Thursday’s 8.2% rebound. Investors reacted to Sea’s slower 2026 GMV growth target for Shopee and a 28.1% jump in quarterly costs, despite fourth-quarter revenue rising 38.4% to $6.9 billion and net income reaching $410.9 million.

6 March 2026

E-Commerce·NASDAQ:SE·Stock Market·Technology

Why AppLovin stock jumped today: executives tease broader e-commerce ads push

AppLovin shares rose 9.4% to $480.21 late Wednesday after executives at a Morgan Stanley conference highlighted growth potential in gaming ads and a broader e-commerce rollout. The stock outperformed ad-tech peers as traders watched for regulatory updates following reports of an ongoing SEC probe.

4 March 2026

E-Commerce·NASDAQ:APP·Stock Market·Technology

MercadoLibre stock drifts after earnings hit; MELI traders focus on margins and credit costs

MercadoLibre shares fell 0.7% to about $1,755 in Thursday afternoon trading after a sharp drop following a fourth-quarter profit miss. Net revenue rose 45% to $8.8 billion, but operating margin slipped to 10.1% as spending on shipping and credit expansion increased. Net income reached $559 million. Investors remain focused on margin stability and credit risk.

26 February 2026

E-Commerce·Earnings Reports·NASDAQ:MELI·Stock Market

Etsy stock jumps on Depop sale and fresh upgrade — what to watch before Monday

Etsy shares closed up 8.5% at $52.18 Friday after announcing the $1.2 billion sale of Depop to eBay and receiving a Barclays upgrade. Fourth-quarter revenue missed estimates at $881.6 million, with marketplace sales down 1%. The company forecast a first-quarter GMS drop to $2.38–$2.43 billion. Investors weighed margin hopes against a softer sales outlook.

21 February 2026

E-Commerce·NASDAQ:EBAY·NASDAQ:ETSY·Stock Market

Etsy stock rises again as Depop sale and outlook keep traders in the name

Etsy shares rose 3.6% to $49.85 early Friday, extending gains after announcing a $1.2 billion cash sale of Depop to eBay and reporting fourth-quarter revenue of $881.6 million. The company guided first-quarter gross merchandise sales between $2.38 billion and $2.43 billion. Investors are watching demand trends and the Depop deal timeline. The sale is expected to close in the second quarter, pending regulatory approval.

20 February 2026

E-Commerce·NASDAQ:EBAY·NASDAQ:ETSY·Stock Market

Shopify stock: Buyback starts Tuesday — can SHOP shake the AI “agentic commerce” fear trade?

Shopify shares closed Friday at $112.70, up 1.8%, after sharp swings earlier in the week. The company’s $2 billion buyback program begins Feb. 17. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Investors are watching debate over AI-led shopping agents and Shopify’s spending outlook.

16 February 2026

E-Commerce·NYSE:SHOP·Stock Market

Shopify stock stirs buy-the-dip talk as $2B buyback meets AI disruption fears

Shopify will launch a $2 billion share buyback on Feb. 17 after reporting Q4 revenue up 31% to $3.67 billion and GMV of $123.84 billion. Stifel cut its price target and kept Hold, while D.A. Davidson reiterated Buy. Shares last traded near $112.70, still below 2025 highs. Wall Street remains split on whether AI-driven “agentic commerce” will boost or bypass Shopify’s core business.

15 February 2026

Artificial Intelligence·E-Commerce·NYSE:SHOP·Stock Market

Shopify stock price bounces, but investors keep one eye on margins and the Feb. 17 buyback start

Shopify shares rose 1.6% to $112.40 Friday after two days of steep losses, following news its $2 billion buyback program will start Feb. 17. The company missed earnings estimates due to spending on AI and expansion, and its cash-flow margin outlook unsettled investors. Fourth-quarter revenue grew 31% to $3.672 billion. TD Cowen upgraded the stock to “Buy” after the pullback.

13 February 2026

E-Commerce·NYSE:SHOP·Stock Market

Shopify shares jump premarket after Q4 revenue beat and $2B buyback: what to know

Shopify reported fourth-quarter revenue of $3.67 billion, up 31%, and gross merchandise volume of $123.8 billion. The company forecast first-quarter revenue growth in the low-thirties percentage range and announced a $2 billion share buyback. Net income fell to $743 million from $1.29 billion a year earlier. Shopify expects a lower free cash flow margin in Q1 compared to last year.

11 February 2026

E-Commerce·NASDAQ:SHOP·Stock Market

Jumia stock drops premarket as Q4 revenue trails estimates; 2026 outlook, Algeria exit in focus

Jumia shares dropped 3.75% to $11.81 in premarket trading after fourth-quarter revenue rose 34% to $61.4 million, missing estimates. The company forecast 2026 GMV growth of up to 32% and an adjusted EBITDA loss of $25–$30 million, and said it will exit Algeria in the first quarter. Operating loss narrowed to $10.6 million. Liquidity stood at $77.8 million at year-end.

10 February 2026

E-Commerce·Earnings Reports·NASDAQ:JMIA·Stock Market

Tesco grabs Amazon Fresh’s abandoned London stores as it rolls out 70+ new Express shops

Tesco has acquired five former Amazon Fresh sites in London and will reopen them as Tesco Express stores before summer. The company plans over 70 more Express openings by March 2027, after adding 60 last year. The acquired locations include Kensington High Street, Hounslow, Moorgate, Aldgate East, and Wembley. Tesco shares were little changed in London trading.

10 February 2026

E-Commerce·LSE:TSCO·NASDAQ:AMZN

FedEx joins Advent in $9.2 billion InPost buyout to take parcel locker group private

A consortium led by Advent International and FedEx has agreed to buy InPost for €15.60 per share in cash, valuing the company at about €7.8 billion. The price is about 50% above InPost’s January 2 closing level. Advent and FedEx will each hold 37% after settlement, with CEO Rafał Brzoska’s A&R at 16% and PPF at 10%. The deal requires at least 80% shareholder acceptance and regulatory approval.

9 February 2026

AMS:INP·E-Commerce·NYSE:FDX

Shopify stock drops again: AI disruption jitters and Feb. 11 earnings loom for SHOP

Shopify shares fell 2.1% to $111.59 Thursday, swinging between $108.90 and $115.71 as software stocks faced heavy selling. The S&P 500 software and services index dropped about 3%, with sector losses nearing $1 trillion since Jan. 28. Investors are watching Shopify’s Feb. 11 earnings for signs of AI’s impact on margins. New unemployment claims rose and job openings hit a five-year low.

5 February 2026

Artificial Intelligence·E-Commerce·Earnings Reports·NYSE:SHOP

Costco stock price barely budges after January sales jump, e-commerce pops

Costco reported January net sales up 9.3% to $21.33 billion, with online comparable sales surging 34.4%. Shares edged up 0.04% after hours, trading near $978. Companywide comparable sales rose 7.1%, led by gains in Canada and international markets. Fiscal Q2 earnings are due March 5.

5 February 2026

E-Commerce·NASDAQ:COST·Stock Market

Shopify stock drops again as ChatGPT checkout fees fuel fresh Wall Street split

Shopify shares fell 4.7% to $113.65 early Wednesday, extending Tuesday’s 8% drop. Investors weighed mixed analyst views on the company’s AI-driven “agentic commerce” strategy and a 4% merchant fee for ChatGPT checkout. Jefferies and Wolfe Research flagged profitability and valuation concerns. Wall Street’s consensus rating remains “Moderate Buy.”

4 February 2026

Artificial Intelligence·E-Commerce·NYSE:SHOP·Stock Market

Saks pulls plug on “Saks on Amazon” as luxury e-commerce bet unravels in bankruptcy

Amazon will continue its luxury storefront without Saks Fifth Avenue as Saks Global ends their partnership during its Chapter 11 restructuring. Saks is closing 62 off-price outlets and shifting focus to Saks.com. Amazon, a stakeholder in Saks, is disputing parts of Saks’ bankruptcy financing in court. The split follows limited brand participation in the “Saks on Amazon” venture.

4 February 2026

Bankruptcy·E-Commerce·NASDAQ:AMZN

Shopify earnings clock ticks: Jefferies sees “solid” Q4 as SHOP tests oversold bounce

Jefferies kept a Hold rating on Shopify with a $160 target, citing “solid” Q4 fundamentals and possible upside in gross merchandise value. Shopify stock rebounded 1.8% to $133.59 Monday after hitting a six-month low last week. The company reports Q4 earnings Feb. 11. A Seeking Alpha contributor upgraded Shopify to “buy,” highlighting AI-driven growth.

3 February 2026

E-Commerce·Earnings Reports·NASDAQ:SHOP·Stock Market

Shopify stock swings more than 6% then steadies as Feb. 11 earnings loom

Shopify shares rose 0.3% to $131.58 Monday afternoon after swinging between $128.31 and $136.60 earlier in the session. About 7.9 million shares traded as investors looked ahead to the company’s Feb. 11 earnings report. Shopify also launched a point-of-sale app update for retail inventory transfers. Broader U.S. stock gains eased pressure on growth stocks.

2 February 2026

E-Commerce·Earnings Reports·NYSE:SHOP

Shopify stock slides nearly 9% as Fed-chair jitters build ahead of Feb. 11 earnings

Shopify shares fell 8.64% to $131.23 on Nasdaq Friday, with Toronto shares down 7.68%. The drop followed news that Donald Trump picked Kevin Warsh to succeed Jerome Powell as Fed chair, fueling rate and inflation worries. Shopify’s Q4 earnings are set for Feb. 11. The company also announced a new Verifone partnership and exercised warrants for 344,383 Klaviyo shares at $0.01 each.

31 January 2026