📦 The Order : Weekly Roundup - BFCM & eCom Trends

Issue #191

Happy Sunday,

Here’s a quick roundup of last week’s news:

Chart of the Week:

Benedikt Evan’s ‘AI eats the World’ presentation came out last, week. It also offers a recap on eCom trends:

BFCM Momentum:

Shopify Live Tracker:

And John Shea offers a view into BFCM momentum:

Strategy ♟

• Japan competition authorities raid Amazon Japan, source says [Reuters]

• Amazon experiencing bottlenecks in logistics [eCommerce News]

• Chinese e-commerce platforms are taking away holiday market share from major U.S. retailers [Modern Retail]

• Alibaba Merges Domestic and Global E-Commerce in Major Shake-Up [Chinasellers Substack]

• US Import Trends from China & Vietnam [Jouzas Kaziukenas]

Events 🎤

• National Retail Federation NRF 2025, Jan 11-14 in New York

• Prosper Show, Mar 25-27 in Las Vegas

• Shoptalk, Mar 25-27 in Las Vegas

Make this week count 🙌

Christian