Every second-quarter retail comp you're about to read is bent in two directions, and almost nobody is saying so out loud. 6 retailers booked tariff refunds. Not one disclosed what portion went to price.
That is $25M of GMV coming back through the receiving door every year. If the operation restocks half of it, which is roughly where merchants without returns technology sit, $12.5M never goes back to full price
A bid target is not a ceiling the system tries to beat. It is a stated willingness to pay, and a bidder authorized to spend $10 per conversion has no obligation to keep returning $5.
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The Last Organic Surface on a Product Page Just Became Inventory
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A shopper in Munich returns a jacket. You refund the product, the shipping, the duty and the tax. Those duties and taxes were recoverable, and you almost certainly did not file for them. DoubleVerify acquired, and more
Amazon's Biggest Profit Driver This Quarter Wasn't Amazon
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Shopify Needs a Wallet Before Somebody Else Builds One
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AS Colour Built a Wholesale Site That Looks Like DTC — Here's How
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Eleven percent of consumers think they bought something inside an AI app. They didn't. The more uncomfortable number is the one Holden Bale saved for the end. Linda's Stuff and Thorne acquired, and more
H&M's Resale Business Is 0.8% of Revenue. So Why Is Everyone Still Talking About It?
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