E-commerce 13 February 2026 - 29 May 2026

FitLife Shares Slip With Kroger Rollout and Amazon Push in Focus
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FitLife Shares Slip With Kroger Rollout and Amazon Push in Focus

FitLife Brands fell 3.0% to $9.91 on Nasdaq Monday, with 14,588 shares traded and a market cap near $99 million. The company reported Q1 revenue up 59% to $25.3 million, but net income dropped to $1.7 million and gross margin slipped to 37.6%. Irwin Naturals’ Amazon sales reached $0.9 million in April. Two MusclePharm products are set to launch in 700–800 Kroger stores in June.
June 1, 2026
Yunji Stock Near $1.57: Tiny Nasdaq China E-Commerce Bet Faces a Bigger Test
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Yunji Stock Near $1.57: Tiny Nasdaq China E-Commerce Bet Faces a Bigger Test

Yunji Inc.’s U.S.-traded shares rose 1.3% to $1.57 in thin premarket trading Wednesday, with volume near 1,500 and a market value around $7.7 million. The company last reported a 2025 net loss of RMB133.3 million on revenue of RMB317.0 million, both worse than a year earlier. No new announcements were posted. The stock remains within a 52-week range of $1.11 to $2.67.
May 29, 2026
eBay Bounces Back; Focus Turns to GameStop Moves
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eBay Bounces Back; Focus Turns to GameStop Moves

eBay shares rose 1.6% to $112.13 Thursday after rejecting GameStop CEO Ryan Cohen’s $56 billion takeover bid. GameStop’s $125-a-share offer remains far above eBay’s trading price, reflecting investor doubts. eBay’s board called the bid “neither credible nor attractive” and cited financing concerns. GameStop disclosed direct ownership of 25,000 eBay shares and economic exposure to 29.1 million more through derivatives.
May 28, 2026
MercadoLibre Up After Earnings, One Key Metric Keeps Focus
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MercadoLibre Up After Earnings, One Key Metric Keeps Focus

MercadoLibre shares rose 2.9% to $1,696.17 in pre-market trading Thursday, valuing the company at about $86 billion. First-quarter net revenue surged 49% to $8.8 billion, but net income fell 15.6% to $417 million as operating margin slipped to 6.9%. Management said the margin squeeze is intentional, citing heavy investment in commerce and fintech. Brazil led growth, with items sold up 56% after shipping changes.
May 28, 2026
GameStop’s $56 Billion eBay Bid Turns Ryan Cohen’s Amazon Ambition Into a Market Test
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GameStop’s $56 Billion eBay Bid Turns Ryan Cohen’s Amazon Ambition Into a Market Test

GameStop CEO Ryan Cohen has made a non-binding $55.5 billion offer to acquire eBay, proposing $125 per share in cash and stock. eBay shares closed at $105.26 Tuesday, well below the offer price, while GameStop’s market value stood at $14.3 billion. GameStop holds about a 5% economic stake in eBay, mostly through derivatives. Financing remains uncertain, with GameStop citing $9.4 billion in cash and a “highly-confident” letter for up to $20 billion.
May 6, 2026
Amazon Opens Its Logistics Machine To Everyone, And UPS And FedEx Feel The Hit
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Amazon Opens Its Logistics Machine To Everyone, And UPS And FedEx Feel The Hit

Amazon opened its logistics network to outside businesses, launching Amazon Supply Chain Services for freight, storage, fulfillment, and parcel shipping. UPS and FedEx shares fell sharply, with UPS closing down 10.47% Monday, as investors saw Amazon as a new competitor. By Tuesday morning, both stocks had rebounded about 1%. Early clients include Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters.
May 5, 2026
Amazon Supply Chain Services Launch Puts UPS and FedEx Under New Pressure
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Amazon Supply Chain Services Launch Puts UPS and FedEx Under New Pressure

Amazon.com launched Amazon Supply Chain Services, opening its logistics network—including freight, warehousing, and parcel delivery—to outside businesses. Early clients include Procter & Gamble, 3M, Lands’ End, and American Eagle. UPS and FedEx shares fell in premarket trading, while Amazon stock rose. The service uses Amazon’s network of over 80,000 trailers, 24,000 containers, and more than 100 aircraft.
May 4, 2026
Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout
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Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout

Visa launched a new payment-processing service on March 9, offering real-time machine learning analysis and 99.999% uptime, according to company data. The firm is integrating stablecoins into its systems, reporting a $4.5 billion annualized run rate, and expanding stablecoin-linked cards to over 100 countries by year-end. Visa’s first-quarter revenue rose to $10.9 billion as payment volume increased 8%. Stablecoin use at ordinary merchants remains limited.
March 10, 2026
Costco Holds Off on Special Dividend as Digital Personalization Adds $470 Million in E-Commerce Sales
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Costco Holds Off on Special Dividend as Digital Personalization Adds $470 Million in E-Commerce Sales

Costco reported quarterly net sales up 9.1% to $68.24 billion and net income of $2.04 billion, but CFO Gary Millerchip said there are no plans for a new special dividend. Digitally enabled sales jumped 22.6%, with e-commerce product recommendations generating over $470 million. Paid memberships reached 82.1 million. The company ended the quarter with $17.38 billion in cash.
March 9, 2026
Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb
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Shopify rolls out POS Hub and faster checkout tools as SHOP shares climb

Shopify unveiled a redesigned POS system and new POS Hub hardware for in-store checkouts, adding inventory transfer reports and stricter staff access to customer data. Shares rose about 3% in New York on Thursday, after a 6% jump in Toronto on Wednesday. The POS Hub connects tablets to checkout hardware via USB, replacing Bluetooth. Updates follow Shopify’s recent upbeat revenue outlook and $2 billion buyback plan.
March 5, 2026
JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites
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JD.com earnings miss: China e-commerce giant slips to Q4 loss as price war bites

JD.com reported fourth-quarter revenue of 352.3 billion yuan ($51.12 billion), up 1.5% but below analyst expectations, and posted a net loss of 2.7 billion yuan versus a 9.9 billion yuan profit a year earlier. Service revenue rose 20.1% while product revenue fell 2.8%. The board approved an annual cash dividend and reaffirmed its share repurchase plan. Marketing expenses jumped 50.6% as the company invested in new initiatives.
March 5, 2026
Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens
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Affirm shares climb after Stripe adds its buy-now-pay-later option to AI checkout tokens

Affirm said it will support Stripe’s Shared Payment Tokens, allowing AI shopping agents to offer Affirm’s pay-over-time plans at checkout. Stripe said the system lets agents initiate payments with shopper permission without exposing sensitive credentials. Affirm shares rose about 6% in premarket U.S. trading. The feature will roll out to Stripe’s direct merchants first, then more broadly later this year.
March 5, 2026
MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight
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MercadoLibre (MELI) stock tumbles after earnings: shipping and credit spend back in the spotlight

MercadoLibre shares fell 6.7% to $1,767.71 in after-hours trading Wednesday after missing quarterly profit estimates. Net income for the fourth quarter came in at $559 million, below the $587 million expected, while margins narrowed to 10.1% from 13.5% a year earlier. Investors cited higher spending on logistics, credit, and free shipping as key concerns.
February 25, 2026
Etsy stock holds Friday surge before open as Depop exit and tariff jitters hang over markets
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Etsy stock holds Friday surge before open as Depop exit and tariff jitters hang over markets

Etsy shares were flat in premarket trading Monday at $52.18 after an 8.4% jump Friday, as investors weighed the $1.2 billion Depop sale to eBay and a softer first-quarter outlook. U.S. index futures slipped amid tariff uncertainty following a Supreme Court ruling and new global levies. Etsy reported $881.6 million in quarterly revenue and guided Q1 gross merchandise sales to $2.38–$2.43 billion.
February 23, 2026
eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares
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eBay stock jumps after $1.2 billion Depop deal and upbeat forecast lifts EBAY shares

eBay shares rose 4.6% to $85.99 after announcing a $1.2 billion cash deal to acquire Depop and raising its outlook. The company reported fourth-quarter revenue up 15% to $3.0 billion, lifted its dividend, and expanded its buyback program. Etsy, which is selling Depop, gained 9.7%. Investors await eBay’s management call for more details on the deal and 2026 demand.
February 19, 2026
Shopify stock price in focus as buyback nears and AI “shopping agents” debate drags on
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Shopify stock price in focus as buyback nears and AI “shopping agents” debate drags on

U.S. markets were closed Monday for Washington’s Birthday; trading resumes Tuesday. Shopify’s $2 billion share buyback begins Feb. 17, following a 1.84% gain Friday to $112.70 after earnings. Fourth-quarter revenue rose 31% to $3.672 billion, with $715 million in free cash flow. Analysts remain split on whether AI “shopping agents” threaten Shopify’s business model.
February 17, 2026
Amazon stock slips again as AMZN trades near $198 with AI spending doubts still in the mix
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Amazon stock slips again as AMZN trades near $198 with AI spending doubts still in the mix

Amazon shares fell 0.7% to $198.17 Friday, extending an eight-session slide and pushing the stock over 20% below its recent high. Italian tax police searched Amazon’s Milan offices in a new tax evasion probe, which the company called “aggressive.” Amazon plans $200 billion in 2026 capex, raising investor concerns about cash flow and AI returns. Peers traded mixed as Wall Street indexes opened flat.
February 13, 2026
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