Breaking News
Amazon reports double-digit sales growth
In Q3 2025, Amazon posted net sales of $180.2 billion, up 13% year over year. Operating income was $17.4 billion (roughly flat YoY) and net income rose to $21.2 billion. Yet the marketplace giant faces mounting headwinds. Agentic & social commerce, U.S. customs policy effects, and seller fatigue could weigh on performance, argues Malte Karstan. More on Retail-Insight-Network (figures) and LinkedIn (Malte Karstan)
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eBay lifts Q3 revenue significantly
In Q3 2025, eBay posted revenue of $2.8 billion, up 9% compared to the same quarter last year. GMV also increased, up 10% to $20.1 billion. $597 million. Find out more on ValueAddedResource
Amazon tightens Prime criteria for the holiday season
To handle peak volumes, Amazon is adjusting Prime requirements between Nov 2, 2025 and Jan 10, 2026. This affects the countries in Germany, France, Spain, the Netherlands, Poland, Sweden, Belgium, and Ireland. The changes affect FBA, FBM, and Amazon Retail offers. More on Onlinehaendler-News (German)
Amazon intensifies competition with bol
Amazon will invest more than €1.4 billion in the Dutch market over the next three years. The company also recently announced an injection of more than €1 billion in Belgium. The goal: to win over shoppers and online buyers across the Benelux region in its battle with local market leader bol. See more on Ecommercenews
eBay & Condé Nast double down on pre-loved fashion
Through a global partnership, eBay becomes the official pre-loved partner of Condé Nast in the U.S., U.K., and Germany – aiming to further cement eBay’s position for high-quality pre-owned designer fashion. Read more on FashionNetwork
AliExpress launches price-guarantee offensive
With its most extensive Brand+ program so far – covering brands, savings, and a best-price guarantee – AliExpress positions itself against Shein, Temu, Amazon, and eBay. For sellers, this likely means tougher price competition and margin pressure. To benefit, lean into dynamic repricing, tight competitor monitoring, and strong listings/services (e.g., bundles, faster delivery). More on Cedcommerce
Resistance News
Shein opens a store in Paris
On November 1, Shein opened a store in Paris as a shop-in-shop at BHV. Like before Pimkie’s cooperation with Shein, the move faces heavy resistance: brand withdrawals from BHV, protests, and a petition with 100,000+ signatures. Political pressure is rising, too – a Senate bill targets ad bans for ultra-fast fashion and an environmental levy of up to €10 per item. Full story on WFAE
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