Daily intel for cross-border sellers — products, policy, platforms, and the moves that work.
Shopify reported Q1 2026 results May 5: GMV $101 billion (+35% YoY), revenue $3.2 billion (+34% YoY), free cash flow margin 15%. Stock fell ~7% premarket on Q2 guidance of "high-twenties" revenue growth — a deceleration from Q1. Net loss of $581M widened on AI infrastructure spen…
Uruguay activated a 22% IVA on foreign online purchases under its franquicia regime on May 1, 2026, explicitly exempting goods of US origin. The measure is openly aimed at Temu, Shein, AliExpress and other China-direct platforms after pressure from Cámara Nacional de Comercio y S…
Effective April 6, Section 232 tariffs on aluminum, steel and copper apply to the full customs value — eliminating the prior split-value calc for derivatives. Most rates are 50%; UK metals reduced to 25% ( Congress.gov CRS; White & Case). Why it matters : Any SKU >15% stee…
Tiktok Shop is replacing the Violation Points system with Account Health Rating (AHR). Sellers can preview their score from May; AHR fully replaces Violation Points by July (TTS Academy). Why it matters : Historical Violation Point balances do not auto-convert favorably. AHR weig…
DGCCRF tested 600+ products from 7 foreign online platforms — 75% non-compliant, 46% non-compliant AND dangerous (April 29). 260 references flagged, 100,000+ units pulled, incl 57,000 toys. Findings shared with the European Commission, which can impose DSA fines up to 6% of globa…
