E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

Recent Articles Subscriber Posts Most Popular Articles
Recent Articles about E-Commerce
Wall Street traders last week. Photo by Michael Nagle/Getty Images
The Briefing

Shopify, Unity Get Slammed by Anxious Market

By Martin Peers · Feb 11, 2026 5:00pm PST
Talk about unforgiving! The great enterprise stock sell-off of 2026 recommenced on Wednesday, and it dragged down a couple of companies—Unity Software and Shopify—after they each reported decent December-quarter earnings. Shares of Shopify, most egregiously, fell as much as 12% after the e-commerce software platform said its first-quarter... Talk about unforgiving! The great enterprise stock sell-off of 2026 recommenced on Wednesday, and...
Art by Mike Sullivan
The Information Finance

How Chinese Fintech Giant Ant Uses AI to Help Banks Hedge Currency Risks

By Jing Yang · Feb 11, 2026 8:00am PST
Will AI make investment bankers and traders irrelevant? That's one of the most talked-about questions in finance these days.In reality, banks are already feeling the impact of AI on their behind-the-scenes plumbing, where payments, cash management, treasury and foreign exchange operations are embracing AI models to cut costs in these notoriously... Will AI make investment bankers and traders irrelevant? That's one of the most talked-about...
Photo by Yuichi Yamazaki/ Getty Images.
Exclusive

ChatGPT Shopping Could Get Complicated Fast

By Ann Gehan · Feb 10, 2026 10:04am PST
OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise tens of billions in fresh cash. Meanwhile, the company is still nailing down some online commerce basics. That includes figuring out the best way to navigate state sales taxes—people working on commerce inside OpenAI still haven’t decided how it... OpenAI has touted shopping inside ChatGPT as a major business opportunity as it tries to raise...
Art by Clark Miller
The Big Read

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment
Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...
Art by Clark Miller.
E-commerce

‘Everyone’s Desperate’: Consumer Startups Bet on Mobile Big Brother Billboards

By Ann Gehan · Nov 29, 2024 10:00am PST · 2 comments
When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an expansion push into America earlier this year, the company’s executives knew they needed to make a splash. Huel’s $200 million in annual revenue came from online sales mostly in Europe—in the U.S., it hoped to win over customers in... When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an...