
The Digital Commerce Daily
Shein Profits Halve, Amazon & Meta Rebuild Ad Buying With AI
Europe's parcel tax just produced its first hard numbers — and Shein's profits are down 50% in six months. Meanwhile Amazon and Meta are both racing to hand ad budget decisions to AI. Here's what that means for your business. In this episode: Shein's operating profit was cut in half in the first half of 2026 after the EU's new parcel tax on low-value shipments forced the ultra-low-cost retailer to raise prices, directly undermining its core competitive advantage in European markets. At its annual unBoxed conference, Amazon Ads launched Full-Funnel Campaigns and an upgraded DVA+ product, collapsing previously separate sponsored ads and programmatic buying into a single agentic AI-driven layer that makes budget decisions autonomously. Meta has extended its Muse AI advertising agent to all roughly 200 million small businesses on its platform, automating campaign creation and optimisation for DTC brands and founders without dedicated media teams. The Digital Commerce Daily is a concise briefing for ecommerce, retail media and digital commerce professionals, hosted by Marco & Klara. New episode every day. Enjoying the show? A quick rating or review on Apple Podcasts or Spotify helps other marketers find us. Also from Marco & Klara: The FMCG Marketing Daily · The Health Marketing Daily

