Profits arrive at Takealot, but Naspers stays cautious

Amazon’s rapid-delivery push wipes $15bn off India’s Eternal and Swiggy

Amazon's rapid-delivery service Amazon Now is expanding to over 300 cities in India, triggering a major market selloff. Eternal (parent of Blinkit) has fallen ~28% from its all-time high and Swiggy ~47%, together losing over $15bn in market value. The quick-commerce market in India was previously dominated by Blinkit, Zepto, and Swiggy Instamart controlling ~95% of the market. Amazon's entry threatens not by immediately taking market share, but by forcing incumbents into costly defensive moves: deeper discounts, higher delivery costs, and faster dark-store expansion — all of which delay the path to profitability that investors had been counting on.

Prosus profit roughly doubles as its e-commerce bets and Tencent stake pay off

Prosus reported $7.3bn in revenue for the year ending March 2026, with headline earnings per share nearly doubling (91–100% growth) driven by stronger e-commerce performance and gains from its Tencent stake. Core EPS excluding Tencent rose 19–28%, signaling the underlying businesses — primarily iFood and OLX — are now generating real profit. CEO Fabricio Bloisi has pursued an aggressive acquisition strategy, including the €4.1bn purchase of Just Eat Takeaway and a €480m investment in French health insurer Alan, while framing AI-driven automation as a key driver of margin improvement. Prosus is positioning itself as a $100bn lifestyle e-commerce business spanning Latin America, Europe, and India, deliberately measured excluding its Tencent holding.

Trustpilot is embedding its reviews inside Shopify stores as AI search reshapes online shopping

Trustpilot has partnered with Shopify to let merchants embed and manage Trustpilot reviews natively inside their online stores, with the integration launching June 29. The deal is driven by a 1,490% surge in click-throughs from AI-powered search engines during Trustpilot's FY25. As AI assistants increasingly handle product discovery and purchases, verified human reviews are becoming critical data for AI recommendations. Trustpilot removed over four million fake reviews last year using ML detection tools. The company posted its first full-year operating profit of $16M on $211M revenue, with shares up 46% year-to-date on AI-search momentum.

Zalando plunges after German regulator opens accounting review

Zalando shares fell as much as 20% in premarket trading after Germany's financial regulator BaFin opened a review of the company's consolidated accounts. The probe centers on a related-party disclosure in the footnotes of Zalando's accounts tied to its acquisition of fashion platform About You. Zalando described the matter as a purely formal, non-material issue with no impact on its financial KPIs. Analysts noted the review creates an overhang on the stock until BaFin concludes its examination. The sharp market reaction was amplified by a broader tech sell-off and BaFin's post-Wirecard reputation for rigorous scrutiny.

Reducing Time-to-Market by 2-3x: How Composable Commerce Helps Grocery Chains Stay Agile

Composable commerce offers grocery chains a way to escape the constraints of monolithic platforms by assembling independent, best-of-breed components connected via APIs. This modular approach — grounded in MACH principles (microservices, API-first, cloud-native, headless) — enables parallel development and isolated deployments, compressing time-to-market by 2-3x. Real-world examples include Kroger rapidly scaling pickup and delivery to 98% household coverage, and a Nordic retailer breaking its stack into autonomous microservices for faster launches. The transition isn't without challenges: roughly a third of brands struggle to find skilled talent, and integration complexity is real. The recommended path is phased adoption — start with high-value, low-risk components, build on wins, and expand deliberately rather than ripping and replacing all at once.

Executive Brief: Why Grocery Chains Must Embrace Modern Commerce to Survive 2026

Các chuỗi siêu thị đối mặt áp lực biên lợi nhuận vào năm 2026 do tăng trưởng khối lượng gần như bằng không, cạnh tranh không cân xứng từ Walmart và Amazon, nhu cầu người tiêu dùng thay đổi (thuốc GLP-1, thực phẩm đa văn hóa) và khoảng cách trong việc áp dụng AI. Giải pháp đề xuất là chuyển sang nền tảng thương mại composable (MACH: microservices, API-first, cloud-native, headless) để triển khai tính năng nhanh hơn, cá nhân hóa tốt hơn và giữ chân khách hàng đa kênh. Chiến lược nên là thay thế từng phần theo mức độ ưu tiên thay vì thay thế toàn bộ hệ thống.

Lập trình viên nên đọc bài này để hiểu cách xây dựng hệ thống thương mại hóa hiện đại, từ cơ sở kiến trúc MACH đến chiến lược triển khai pha đoạn, giúp các chuỗi thực phẩm ứng phó nhanh chóng với sự thay đổi thị trường và cạnh tranh.

Shopify taught AI to spot duplicate products. Here’s why retailers are scrambling.

Shopify ra mắt Catalog, hệ thống sử dụng LLMs để gom nhóm sản phẩm trùng lặp dưới một mã định danh sản phẩm chung, giúp các AI shopping agent nhận diện mặt hàng giống nhau. Hệ thống này xác định "giá trị cốt lõi" của sản phẩm để nhóm đúng biến thể, đồng thời Shopify cùng Google giới thiệu giao thức UCP, tiêu chuẩn mở cho tương tác AI với thương nhân, được ủng hộ bởi nhiều nhà bán lẻ lớn.

Lập trình viên nên đọc bài này để hiểu cách AI hiện đại hóa quản lý sản phẩm thương mại điện tử bằng cách xử lý dữ liệu sản phẩm phức tạp, từ đó tìm hiểu về kiến trúc hệ thống mới như Universal Product Identifier và cách tích hợp AI vào các nền tảng thương mại để tối ưu hóa trải nghiệm mua sắm và tự động hóa kinh doanh.