𝐖𝐚𝐥𝐦𝐚𝐫𝐭’𝐬 𝐄-𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞 𝐒𝐮𝐫𝐠𝐞:

Walmart reports that its e-commerce operations now account for nearly 20% of total sales. The company anticipates that this segment will drive 50% of its topline growth over the next five years, despite challenges like tariffs and a less favorable product mix. ​ 𝐓𝐞𝐦𝐮, 𝐀𝐦𝐚𝐳𝐨𝐧, 𝐚𝐧𝐝 𝐙𝐮𝐥𝐢𝐥𝐲 𝐑𝐞𝐯𝐚𝐦𝐩 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬: Temu is transitioning from a direct-to-China supply chain to a partly managed marketplace model to broaden its U.S. product offerings. Amazon has introduced “Haul,” a new section featuring products under $20 shipped directly from China, with plans to expand this model to Europe. Meanwhile, Zulily is undergoing another ownership change as Lyons Trading Company acquires a majority stake to revamp and relaunch the platform.