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E-Commerce
Alibaba Group Holdings Ltd Q3FY26 report shows that the company’s China e-commerce revenue grew only 6%, while its high-margin customer management revenue increased just 1%, indicating slower monetization and lower advertising spend by merchants.
AMZN continues to strengthen its core shopping business through faster delivery, wider product selection, and higher customer engagement. The company achieved record delivery speeds for Prime members, with same-day delivery expanding across thousands of locations and driving more frequent purchases.
SHOP’s approach spans the entire shopping journey, covering discovery, purchase and post purchase experiences like order tracking, returns and
reorders, helping merchants build stronger and more durable customer relationships wherever commerce takes place.
The financial performance has been strong, with revenue rising from RMB 14.1bn in 2022 to RMB 20.4bn in 2024, reaching RMB 14.1bn in
the first eight months of 2025, while adjusted net profit increased to
RMB 910mn in 2024 and RMB 500mn in the first half of 2025.
Alibaba’s recent performance shows how AI is driving growth across its Cloud and consumption businesses.
AMZN has announced several new AI-powered tools at its Reshape conference on Nov 12, 2025, aimed at making business purchasing smarter, faster, and more efficient. The biggest launch is the Amazon Business Assistant, a free AI tool for U.S. Amazon Business users that provides personalized, conversational guidance to help organizations manage their accounts, find savings, and improve its buying process.
ZALG and ABOUT YOU has completed the final legal step of their business merger. On 6 November 2025, the Hamburg court officially registered a merger squeeze out, which means all remaining minority shareholders of ABOUT YOU had their shares transferred to a Zalando subsidiary called ABYxZAL Holding AG. This subsidiary will now take over ABOUT YOU’s legal position and will be renamed ABOUT YOU Holding AG.
ETSY announced that its Chief Technology Officer, Rafe Colburn, has now expanded his role to Chief Product and Technology Officer, effective September 8, 2025. In this position, he oversees both the product and engineering teams and reports to Kruti Patel Goyal, ETSY’s President and Chief Growth Officer.
JD has signed agreements with CECONOMY and its main shareholder, Convergenta, to work together after the deal. Once completed, JD.com and Convergenta together will control about 57% of CECONOMY’s shares.
Alibaba has announced that Banma, which used to be its subsidiary but is now an associated company, is applying for a separate listing on the Main Board of the Hong Kong Stock Exchange.
Roku’s platform revenue grew at a double-digit pace, supported by strong performance in video advertising and contributions from its acquisition of Frndly.
The global E-commerce market size reached $5.8tn in 2023. It is expected to reach $8.8tn by 2024 and $18.81tn by 2029, exhibiting to grow at a CAGR of 15.80% during 2024-2029.