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All articles tagged with #e commerce

Walmart extends gains as higher-income shoppers lead the way
business4 days ago

Walmart extends gains as higher-income shoppers lead the way

Walmart posted a 5.6% Q4 revenue gain to $190.7B and 10.8% higher operating income, with full-year net sales up about 4.7% to $706.4B and revenue to $713.2B; global e-commerce grew 24%, led by store-based fulfillment and the Walmart Marketplace; U.S. sales rose 4.6% with flat comps. Management said most gains came from households earning over $100k, while lower-income wallets are stretched but still seek convenience; CEO John Furner highlighted Sparky, Walmart’s AI assistant, which correlates to roughly a 35% higher average order value for its users. The company issued a conservative FY27 outlook of 3.5-4.5% net sales growth and 6-8% operating income growth.

via Retail Dive|
#business#consumer-trends#e-commerce
Amazon Seizes Fortune 500 Crown From Walmart, Ending a 13-Year Reign
business6 days ago

Amazon Seizes Fortune 500 Crown From Walmart, Ending a 13-Year Reign

Amazon has overtaken Walmart to claim No. 1 on the Fortune 500, ending Walmart’s 13-year run at the top. The shift reflects Amazon’s relentless reinvention—dominating e-commerce, powering profits through AWS, and pursuing bold AI investments—while Walmart has transformed into a tech-forward retailer with stronger online integration, advertising, and AI-enabled shopping. Despite Walmart’s roughly $713 billion in revenue and a market cap above $1 trillion, Amazon’s rapid growth and AWS profitability have propelled the shift, underscoring how the two giants increasingly compete across retail, cloud, and technology.

via Fortune|
#amazon#aws#business
business6 days ago

Walmart rides e-commerce and ads momentum to solid Q4, but full-year outlook misses Wall Street

Walmart posted a solid Q4 with adjusted earnings of 74 cents on $190.66B revenue, topping estimates as U.S. e-commerce rose 27% (global 24%) and ad-driven revenue via Walmart Connect grew, alongside a 50% jump in store-fulfilled deliveries. The company guided full-year net sales up 3.5-4.5% with adjusted EPS of $2.75-$2.85, below consensus of $2.96. Under new CEO John Furner, Walmart highlighted market-share gains across income groups and announced a $30B share repurchase as Amazon remains a key competitor; shares rose about 2%.

via CNBC|
#advertising#business#e-commerce
EU opens formal probe into Shein over illegal products and opaque recommendations
business8 days ago

EU opens formal probe into Shein over illegal products and opaque recommendations

The European Commission has opened a formal investigation into Shein for suspected breaches of EU law, including illegal products (such as childlike sex dolls and weapons), addictive design features, and opaque recommender systems under the Digital Services Act; the probe will assess compliance and transparency, with a ban considered only as a last resort if Shein does not cooperate.

via The Guardian|
#business#consumer-protection#dsa
Amazon's Dip Sets Up a Potential 2026 Rally
business16 days ago

Amazon's Dip Sets Up a Potential 2026 Rally

Amazon posted solid Q4 results with revenue beating estimates and AWS momentum, but a higher capex forecast of $200B for 2026 caused a ~6% stock drop. The piece argues this is a classic overreaction, noting AWS backlog of $244B, 24% AWS growth, 22% ad revenue rise, and strong e-commerce execution, with CEO Andy Jassy emphasizing monetizing capacity. With these structural strengths and moats, the author anticipates a meaningful rebound in 2026.

via The Motley Fool|
#advertising#amazon#aws
Amazon Seeks Court Block as Saks Bankruptcy Unfolds
business1 month ago

Amazon Seeks Court Block as Saks Bankruptcy Unfolds

Amazon asked a federal judge to reject Saks Global’s Chapter 11 financing plan, arguing Saks burned hundreds of millions of dollars in under a year, missed budgets, and left retailers unpaid; Saks had partnered with Amazon to run a Saks storefront on Amazon and guaranteed at least $900 million in referral fees over eight years, but Amazon’s equity investment in Saks is now presumptively worthless.

via Slashdot|
#amazon#bankruptcy#business
Amazon's Decade-Long Growth Engine: Cloud, Ads, and AI Keep It Bullish
business1 month ago

Amazon's Decade-Long Growth Engine: Cloud, Ads, and AI Keep It Bullish

Amazon remains a long‑term buy as its dominant positions in e‑commerce, digital advertising, and AWS cloud fuel ongoing growth, with AI demand adding to AWS momentum. The stock trades at about 35x earnings—rich relative to the S&P 500—but a wide economic moat, sizable addressable markets, and continued reinvestment in new initiatives support higher revenue and profits over the next decade, including strong ad growth (22% in Q3 2025) and substantial cloud adoption still to come.

via The Motley Fool|
#ai#amazon#amzn
Microsoft's Copilot Checkout Enhances Retail with AI, Raising Consumer Concerns
business1 month ago

Microsoft's Copilot Checkout Enhances Retail with AI, Raising Consumer Concerns

Microsoft is integrating checkout capabilities into its Copilot AI assistant, allowing users to complete purchases within chats and potentially reshaping e-commerce by giving Microsoft leverage over retailers' direct customer relationships. The feature is live in the U.S. with major payment and marketplace integrations, and Microsoft claims it shortens shopping journeys and increases purchase likelihood, positioning itself as a competitor to Amazon and Google in AI-driven commerce.

via Axios|
#ai-shopping#business#copilot