Daily intel for cross-border sellers — products, policy, platforms, and the moves that work.
Reported May 7: GMV $19.0B (+42% YoY), revenue $8.85B (+49% YoY) — the fastest top-line growth in nearly four years. Brazil GMV +38% on a currency-neutral basis with items sold +45%; the company added 17M new unique active buyers in Brazil YoY, a record. Mexico GMV +35%, items so…
At the 4th EU–Japan Digital Partnership Council in Brussels on May 5, the European Commission services responsible for DSA enforcement signed a cooperation arrangement with Japan's Ministry of Internal Affairs and Communications (MIC), Japan's platform regulator under the Informa…
BRC-KPMG Retail Sales Monitor (released May 12): total UK retail sales fell 3% YoY in the four weeks to May 2, 2026 — against +7% in April 2025 and a 12-month average of +1.8%. Food -2.5%, non-food -3.3%, online non-food -2.3% YoY (vs +7% April 2025). Online penetration nudged up…
Drewry's composite World Container Index rose 3% to $2,286 per 40ft in the week ending May 7, reversing three consecutive weekly declines. Shanghai → Los Angeles rose 5% to $3,062 per 40ft, driven by Emergency Fuel Surcharges (EFS) and Peak Season Surcharges (PSS) being layered o…
Preliminary May Index of Consumer Sentiment came in at 48.2, the lowest reading since the series began in 1952 — below the April final of 49.8 and below the consensus 49.5 estimate. Current Conditions dropped roughly 9% to 47.8. Roughly one in three respondents spontaneously ment…
