E-Commerce

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

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

Shopify shares dropped again Wednesday, marking a second straight day of declines as investors digested conflicting analyst opinions on the Canadian e-commerce firm’s move into “agentic commerce” — AI agents that handle searching, selecting, and purchasing products for customers.

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 confirmed its luxury storefront will continue without Saks Fifth Avenue. This comes as bankrupt Saks Global begins dismantling the “Saks on Amazon” collaboration. https://www.retaildive.com/news/amazon-luxury-storefront-saks/811148/

4 February 2026

Bankruptcy·E-Commerce·NASDAQ:AMZN

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

Jefferies called Shopify’s fourth-quarter fundamentals “solid,” citing third-party data that hints at an earnings beat on gross merchandise value, the total worth of goods sold via the platform. https://www.tipranks.com/news/the-fly/shopify-to-report-solid-q4-fundamentals-says-jefferies-thefly

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 edged up 0.3% to $131.58 in Monday afternoon trading, following an earlier range from $128.31 to $136.60. Roughly 7.9 million shares changed hands.

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’s stock slid 8.64% on Friday, ending at $131.23 on the Nasdaq. Its Toronto listing wasn’t spared either, dropping 7.68% to C$178.67. U.S. shares swung between $130.43 and $141.50 on a hefty volume of 13.6 million.

31 January 2026

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

Shopify stock price rises as SHOP bucks tech slump ahead of Feb. 11 earnings

Shares of Shopify Inc climbed 2.7% to $142.73 on Thursday, bucking the sluggish U.S. market as investors geared up for the company’s upcoming earnings. The stock fluctuated between $137.47 and $144.00 during a volatile session.

29 January 2026

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

UPS stock price drops 3% as Amazon pullback and 30,000-job cut plan sink in

Shares of United Parcel Service dropped 3.2% to $103.82 in Wednesday afternoon trading, giving back some of the gains made earlier after the company’s quarterly earnings report.

28 January 2026

E-Commerce·NYSE:UPS·Stock Market

AppLovin stock price rises in midday trade as Needham turns bullish on Axon e-commerce push

AppLovin shares climbed roughly 1.2% Wednesday, settling around $550.25 after hitting an intraday peak of $557.64.

28 January 2026

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

AppLovin stock rises as Needham turns bullish on e-commerce ads — what investors watch next

AppLovin shares jumped roughly 2.3% to $548 Tuesday morning, building on the rally sparked by Needham’s upgrade the previous day.

27 January 2026

E-Commerce·NASDAQ:APP·Stock Market

MercadoLibre stock slips today as Brazil logistics fee hike and earnings calendar grab attention

MercadoLibre shares slipped roughly 1% to $2,131.19 on Friday, pulling back after a strong rally the day before as investors digested new remarks on Brazil’s logistics fees.

23 January 2026

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

Shopify stock slips after partner-team cuts; investors eye Fed decision next week

Shares of Shopify Inc. ended Thursday down 0.65% at $137.64, recovering from steeper losses earlier in the session. Investors digested new indications that the e-commerce software giant is reorganizing its partner operations.

23 January 2026

E-Commerce·Federal Reserve·NYSE:SHOP·Stock Market

Shopify stock slips as partner shake-up and new finance push land mid-session

Shares of Shopify Inc. slipped roughly 0.6% to $137.66 by early afternoon Thursday, after trading as high as $144.03 and as low as $137.33. The stock underperformed compared to the broader market, where the S&P 500 ETF rose about 0.8% and the Nasdaq 100 ETF climbed nearly 0.9%. Meanwhile, website builder Wix surged close to 6%.

22 January 2026

E-Commerce·NYSE:SHOP·Stock Market

Amazon stock nudges up premarket as it rolls out 30-minute “Amazon Now” deliveries in London

Amazon.com shares edged up in premarket trading Tuesday as investors digested new moves signaling the company’s push for speed — quicker grocery delivery in London and an expanded physical-store presence around Chicago.

20 January 2026

E-Commerce·NASDAQ:AMZN·Stock Market

MercadoLibre stock slipped Friday — what MELI investors are watching after the long weekend

Shares of MercadoLibre, Inc. dipped 1.1% on Friday, closing at $2,075.01 and ending a two-day slide ahead of the long U.S. market weekend. The Nasdaq-listed stock fluctuated between $2,062.36 and $2,119.80, with about 547,000 shares changing hands.

18 January 2026

E-Commerce·NASDAQ:MELI

Shopify stock ticks higher after Toronto tech rout as AI-shopping push stays in view

Shares of Shopify Inc climbed roughly 0.8% to $158.7 on Thursday, bucking a volatile market following a selloff in Canadian tech stocks the day before.

15 January 2026

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

Shopify stock in focus after 6% slide as Wayfair joins Google’s AI checkout protocol

Shares of Shopify Inc fell 5.9% to close at $157.51 on Wednesday amid a wider tech selloff. The stock remained active in premarket trading Thursday as more retailers endorsed a new AI shopping standard. Wayfair announced it will use Google’s Universal Commerce Protocol, describing it as “the common language for this new ecosystem.”

15 January 2026

E-Commerce·NYSE:SHOP·NYSE:W·Stock Market

E-Commerce 15 January 2026 - 10 February 2026