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E-Commerce 5 February 2026 - 28 April 2026

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

UPS topped analyst forecasts for both profit and revenue in the first quarter, reporting $21.2 billion in sales and $1.27 billion in operating profit. Adjusted earnings landed at $1.07 per share. The Atlanta-based delivery giant is navigating a network revamp and trimming less-profitable Amazon shipments, but Tuesday’s results offered some breathing room.

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 Inc. is dangling a couple of new carrots for investors—speedier home delivery, plus a bigger Sam’s Club presence in China. Both moves target what’s next for the retailer as it looks to tackle its upcoming growth challenge.

27 April 2026

E-Commerce·NYSE:WMT·Stock Market

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

Walmart is experimenting with using its store back rooms to stash inventory from third-party sellers, looking to trim delivery times for online marketplace orders—and to challenge Amazon in the speed race. That’s according to a Sunday report from the Financial Times, which cited sources familiar with the initiative.

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

Starting April 17, Amazon is slapping a 3.5% fuel and logistics surcharge onto fulfillment fees for a broad swath of third-party sellers, a move that passes more of those climbing energy costs down the line as Brent crude hovered near $110 a barrel at Monday’s close.

6 April 2026

E-Commerce·NASDAQ:AMZN

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

Flipkart, Walmart’s e-commerce operation in India, has relocated its holding company from Singapore to India, removing a major obstacle ahead of a domestic IPO. With this shift, the American retail giant edges forward in extracting value from what ranks among its largest international investments.

10 March 2026

E-Commerce·NYSE:WMT

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

Tesco has rolled out Royal Mail parcel lockers outside a handful of UK stores, letting customers collect, send, or return parcels anytime—part of the grocer’s ongoing move to bolt on more services to the weekly shop. Royal Mail kicked off the six-month pilot at locations such as Ashby-de-la-Zouch, Barrow, Burnham-on-Sea, Bury, Cullompton, Horwich, March and Preston, according to a statement Monday.

10 March 2026

E-Commerce·LSE:TSCO

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

Sea Ltd slipped roughly 2% Friday morning in New York, paring some of Thursday’s 8.2% pop as the market digested the company’s intentions for increased spending. Shares traded at $93.53, down 2.1% as of 9:43 a.m. ET. https://stockanalysis.com/stocks/se/history/

6 March 2026

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

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

AppLovin Corp surged 9.4% to $480.21 late Wednesday afternoon, after executives outlined new ambitions extending past mobile-gaming ads during a conference appearance.

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 stock edged down roughly 0.7% to near $1,755 Thursday afternoon, with investors still digesting the quarterly profit miss that rattled shares earlier this week.

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 Inc shares ended Friday with another strong gain, building on a two-day rally. Investors responded to the company’s move to offload its Depop fashion resale unit and its tempered outlook for the near term.

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 climbed roughly 3.6% to $49.85 in early Friday trading, building on gains following the company’s latest quarterly update and its announcement to sell the resale app Depop.

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 Inc wrapped up Friday at $112.70, climbing 1.8% after a choppy stretch that pitched the shares through a sharp rally, a double-digit drop, and a rebound all in the same week. Friday's range: $107.43 to $113.39. The stock tumbled 6.7% Wednesday, then slid another 6.8% Thursday, erasing gains of 5.7% and 7.5% scored in the two sessions prior.

16 February 2026

E-Commerce·NYSE:SHOP·Stock Market

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

Stifel slashed its price target on Shopify but left its Hold rating untouched, while D.A. Davidson stuck to its Buy recommendation—evidence of Wall Street’s split view after the e-commerce software company's latest numbers. https://finviz.com/news/311320/shopify-shop-shares-dip-after-q4-results-analysts-cite-enterprise-growth-and-ai-powered-commerce

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 Inc. climbed 1.6% to $112.40 around midday Friday, bouncing after back-to-back drops—down 6.8% on Thursday, 6.7% Wednesday.

13 February 2026

E-Commerce·NYSE:SHOP·Stock Market

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

Shopify projected first-quarter revenue would increase by a little over 30%, and on Wednesday, the board cleared a $2 billion buyback. That move sent U.S. shares up more than 7% in premarket hours. Bloomberg flagged the stock’s early gains after Shopify topped revenue estimates. https://www.bloomberg.com/news/articles/2026-02-11/shopify-shares-soar-in-premarket-after-revenue-beat

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 Technologies AG dropped 3.75% ahead of the bell Tuesday, trading at $11.81. The Africa-focused e-commerce company had just posted its quarterly figures before U.S. markets opened.

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 is picking up five former Amazon Fresh locations in London, planning to relaunch them as Tesco Express outlets ahead of summer. The move adds to its broader push for more convenience stores, with the retailer aiming for 70-plus new Express sites by March 2027. Tesco opened 60 Express stores in 2025 and now operates just over 2,000 across the UK and Ireland. Shares barely budged in London.

10 February 2026

E-Commerce·LSE:TSCO·NASDAQ:AMZN

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

Advent International and FedEx are heading up a consortium that’s struck a deal to buy InPost for €15.60 per share in cash. That puts the parcel locker company’s value around €7.8 billion. InPost, which operates upwards of 61,000 automated lockers and has more than 33,000 pickup and dropoff locations scattered across nine European countries, will keep CEO Rafał Brzoska at the helm.

9 February 2026

AMS:INP·E-Commerce·NYSE:FDX

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

Shares of Shopify Inc dropped 2.1% to $111.59 Thursday afternoon, slipping $2.43 from Wednesday’s close. The stock swung between $108.90 and $115.71 during the session as selling pressure on software stocks stayed strong.

5 February 2026

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

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

Costco Wholesale Corporation shares nudged higher in after-hours trading Wednesday, lingering around $978 following a late-day update from the warehouse club. COST gained roughly 0.04%, settling at $978.35. During the session, shares fluctuated between $975.32 and $994.52, with around 2.6 million shares changing hands, according to market data.

5 February 2026

E-Commerce·NASDAQ:COST·Stock Market

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E-Commerce 5 February 2026 - 28 April 2026

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Rocket Lab Drops 7% on Neutron Schedule and Margin Forecast, Despite Record Revenue

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