The 2026 Outlook for U.S. Ecommerce: Amazon, Walmart and Shopify Are Quietly Rewriting the Rules
Ecommerce

The 2026 Outlook for U.S. Ecommerce: Amazon, Walmart and Shopify Are Quietly Rewriting the Rules

Three operating systems now run American online retail. The next twelve months will decide which of them controls the next decade of the consumer wallet.

Nora Schäfer · 9 min read
Britain's Ecommerce Rebound: How ASOS, Next and M&S Are Engineering a Profitable Comeback
Ecommerce

Britain's Ecommerce Rebound: How ASOS, Next and M&S Are Engineering a Profitable Comeback

After three years of margin pain, the United Kingdom's largest online retailers are growing again — but on dramatically different terms than before.

Nora Schäfer · 8 min read
Europe's Ecommerce Map Is Still Beautifully Fragmented — And That's the Opportunity
Ecommerce

Europe's Ecommerce Map Is Still Beautifully Fragmented — And That's the Opportunity

While the U.S. consolidates around three platforms, Europe remains a continent of national champions: Zalando, Allegro, Cdiscount, Bol and a dozen more.

Sofia Lindqvist · 7 min read
Shopify vs. Amazon: The Merchant Economics That Will Decide the Next Five Years
Ecommerce

Shopify vs. Amazon: The Merchant Economics That Will Decide the Next Five Years

For independent brands, the choice between owning the customer on Shopify or renting reach on Amazon has become the single most important strategic decision in commerce.

Daniel Ortiz · 9 min read
Why Costco Keeps Winning — Even as American Retail Bifurcates
Ecommerce

Why Costco Keeps Winning — Even as American Retail Bifurcates

Membership renewal rates above 90 percent, treasure-hunt merchandising and a stubbornly narrow assortment have made Costco the most consistent performer in U.S. retail. The model is harder to copy than it looks.

Marcus Whitfield · 9 min read