Breaking News
Amazon becomes the largest company in the United States
After 17 years, Amazon has dethroned retail chain Walmart: With around $717 billion in annual revenue, Amazon is now the highest-revenue company in the United States. However, Amazon’s growth today stems less from retail and more from its comprehensive ecosystem of platform, logistics, cloud business, and advertising. Read more on Fortune
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eBay acquires second-hand app Depop
eBay continues to expand its recommerce business and is acquiring the second-hand fashion app Depop from its previous owner Etsy for $1.2 billion. The more than 30-year-old online auction house aims to reach a younger target audience in the expanding re-commerce sector with this deal. See more on LinkedIn.
Wayfair returns to growth
For the first time in five years, Wayfair is growing again: In 2025, total revenue increased by 5.1% year over year to $12.5 billion. Growth despite the challenging market environment was driven by a large number of new customers, won over through loyalty initiatives, physical stores, and improved delivery. Read more at Retail Dive
Cost-cutting programme at Otto to fund AI investments
In March, the Otto Group will launch a comprehensive transformation programme aimed at saving 110 million euros and cutting more than 400 jobs, primarily in its Hamburg administration. The freed-up funds will be invested in expanding platforms and services as well as in AI. Find out more on Stores-Shops
Apo.com grows with Amazon
Pharmacy group Apo.com increased its revenue by 10% in 2025 to 375 million euros, outperforming the overall market. Key growth drivers were marketplace business via Amazon and a strong 75% increase in e-prescriptions. See more on Handelsblatt
Social Commerce News
TikTok Shop becomes a high-price channel
TikTok Shop is establishing itself as a serious platform: In the UK, 41% of revenue already comes from products priced above £100. At footwear brand Crocs, social commerce revenue driven by TikTok Shop rose by 4.7% in Q4 2025, while overall revenue declined by more than 3%. TikTok Shop is also continuing its expansion: In the United States, a new Amazon integration now allows sellers to automatically offer their Amazon products on TikTok Shop, with fulfilment handled by TikTok Shop. More on ChannelX (purchase), Retail Dive (Crocs) and MyAmazonGuy (Amazon)
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