Breaking News
Amazon’s pricing power in Germany significantly curtailed
Germany’s competition authority has prohibited Amazon from influencing how third-party sellers set prices on Amazon.de through internal platform controls. Amazon may no longer enforce price caps via algorithms, nor apply indirect price parity by penalising visibility. This marks a fundamental shift in price-related Buy Box logic: sellers regain real pricing autonomy. Amazon intends to vigorously challenge the decision. More on LinkedIn (EU) and Ecxiting Commerce (challenge, German)
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Strong Q4 for Amazon
Amazon increased net sales by 14% year over year in the final quarter of 2025, reaching $213.4 billion, while operating income rose by 18% to $25 billion. The Full-year figures came in slightly below these quarterly growth rates. The online stores segment grew by 10%, and the third-party (3P) share remained stable at 61%. Find out more on LinkedIn
Competition from TikTok puts Zalando under pressure
An analyst note pointing to the strong market entry of TikTok’s e-commerce offerings in the United States unsettled Zalando investors, raising concerns about the fashion retailer’s future prospects. As a result, the share price fell sharply. The analyst from Morgan Stanley highlighted markets such as Germany, France, Italy, and Spain as key target countries for a successful expansion of TikTok’s commerce business. See more on Marketscreener
EU takes action against TikTok over addictive design
EU regulators accuse TikTok of promoting addictive behaviour through its platform design, thereby breaching the Digital Services Act. If TikTok does not change core features such as endless scrolling or autoplaying videos, the company could face substantial fines. Find out more on Tradingview
bol builds an external fulfillment network
The Dutch marketplace bol is introducing third-party fulfillment (3PL). The market leader is currently looking for logistics providers that can take over warehousing and order fulfillment for sellers. Until now, sellers could only outsource fulfillment directly to bol itself if they did not want to handle it on their own. Read more at Ecommercenews
Record growth for Tmall in 2025
Tmall, the cross-border marketplace of Alibaba, onboarded more than 2,400 new international brands in 2025, marking a new record. These brands came from 52 countries, with France recording the strongest growth. Categories such as baby food, cosmetics, toys, and pet health performed particularly well. See more on ttm
MediaMarkt launches marketplace in Switzerland
MediaMarkt Switzerland has launched a digital marketplace for third-party sellers. At launch, around 35,000 additional products from more than 20 external merchants are being listed. In addition to new products, refurbished offers will also be part of the assortment. Read more on ITReseller (German)
Outlet News
About You expands retail outlets
Fashion marketplace About You is now launching its outlet with more than 100,000 discounted products in the Netherlands and Switzerland. This makes the range available in 15 European countries. More than 50 new deals per week offer discounts of up to 70%. “Off-price is a central part of our growth strategy”, said Tarek Müller, CEO About You. Find out more at Retaildetail
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