Daily intel for cross-border sellers — products, policy, platforms, and the moves that work.
TikTok Shop UK has opened its Product Subscription feature to all sellers (previously beta-only). Sellers can now configure recurring-purchase discount tiers at 5%, 10%, 15%, or 20% for subscribers. The feature extends TikTok Shop into recurring-revenue territory previously domin…
Walmart Marketplace's new Exports program lets eligible WFS sellers ship US-stored inventory to Canadian and Mexican shoppers automatically, with no separate program fee — Walmart's logistics partners handle international fulfillment, and customers pay duties, taxes, and internat…
Marketplace Pulse Seller Index 2026 (181 sellers, $2B+ combined revenue surveyed): fewer than 8,000 sellers now generate half of Amazon's estimated $300B US third-party GMV — down from ~15,000 in 2023. Just 23% of surveyed sellers are simultaneously growing revenue and improving…
Revenue $631M (beat), GMS $2.5B (+5.5% YoY), 5.6M active sellers (+3.3% YoY) — the first year-on-year seller-count growth since Etsy introduced the seller setup fee. Mobile-app GMS +11.2%; app share now ~47% of GMS. The $1.2B Depop sale to eBay (announced February) is still on tr…
Per Shopify's earnings call: orders originating from AI search/AI shopping channels grew ~13× year-over-year, and AI-driven traffic to Shopify storefronts grew ~8×. New-buyer orders from AI search converted at roughly 2× the rate of organic search. So what : AI-channel buyers are…
