Category: e-commerce

Black Friday sets online spending record of $11.8B, Adobe says
30
Nov
2025
Posted in e-commerce Retail

RECORD $11.8B BLACK FRIDAY MASKS CONSUMER FRAGILITY, MARGINS COMPRESS IN Q1 2026 AS DEBT BILLS COME DUE

THE SITUATION U.S. consumers spent a record $11.8 billion online on Black Friday 2025, a 9.1% increase…

Stripe halts new customer onboarding due to economic uncertainty
29
Nov
2025
Posted in e-commerce Fintech Payments

STRIPE’S ONBOARDING FREEZE SIGNALS SMB RISK CAPITULATION, MERCHANT OF RECORD ADOPTION ACCELERATES 40% IN 2025

THE SITUATION Stripe has indefinitely paused new customer onboarding effective immediately, citing “economic uncertainty.” The halt impacts…

Lenskart profit surges 19.8% in Q2 FY26
29
Nov
2025
Posted in D2C e-commerce

Lenskart’s Q2 profit jump confirms the “production-first” retail thesis—pure-play aggregators face extinction by FY27

THE SITUATION Lenskart posted a consolidated net profit of INR 103.4 Cr in Q2 FY26, a 19.8%…

Indian startups face financial scrutiny amid slowing growth
29
Nov
2025
Posted in e-commerce Enterprise Software Fintech

India’s FY25 disclosure wave forces valuation resets—late-stage markdowns hit 40% by Q2 2025

THE SITUATION Indian startups are exiting the “growth at all costs” era and entering a phase of…

WinZO founders arrested, Meesho & Aequs IPOs next
28
Nov
2025
Posted in e-commerce Gaming

WinZO arrests end the regulatory arbitrage era—Capital rotates to compliance-heavy IPOs like Meesho and Aequs

THE SITUATION The Enforcement Directorate arrested WinZO founders Saumya Singh Rathore and Paavan Nanda on November 27,…

Meesho sets $5.6 Bn valuation with IPO price band
28
Nov
2025
Posted in e-commerce

MEESHO’S $5.6B IPO VALIDATES MASS-MARKET E-COMMERCE—VALUATION RESET FORCES CONSOLIDATION IN TIER 2 STRATEGIES BY Q3 2025

THE SITUATION Meesho set its IPO price band at INR 105–111 per share, targeting a $5.6B valuation…

OpenAI embeds shopping research within ChatGPT
25
Nov
2025
Posted in e-commerce

OpenAI’s “Shopping Research” feature kills the 10 blue links—transactional search volume moves to agents by 2026.

THE SITUATION OpenAI launched “Shopping Research” on November 24, 2025, a dedicated agentic workflow for product discovery….

Indian New-Age tech companies pivot to subscription-based models
22
Nov
2025
Posted in e-commerce Fintech

INDIA’S “FREE INTERNET” ERA ENDS—RECURRING REVENUE RESETS VALUATIONS BY 2026

THE SITUATION Indian New-Age tech companies have executed a synchronized pivot from “growth at all costs” to…

Indian startups raise $171 Mn in a week-long funding revival
22
Nov
2025
Posted in e-commerce Fintech Health Tech

Indian startup funding hits $171M in deceptive “revival”—Founder conviction and debt replace VC equity

THE SITUATION  Indian startups raised $171.4M across 20 deals in the third week of November 2025, marking…

Web hosting emerges as critical SEO infrastructure factor
22
Nov
2025
Posted in Digital Marketing e-commerce

INFRASTRUCTURE-LED SEO RESETS SEARCH RANKINGS—SITES ON COMMODITY HOSTING LOSE 15-20% VISIBILITY BY Q3 2025

THE SITUATION Google’s 2024 algorithm updates quietly shifted the SEO baseline from content quality to infrastructure performance….

Meesho sets sights on $6 Bn valuation, December IPO
21
Nov
2025
Posted in e-commerce Retail

MEESHO’S \$6B IPO VALIDATES MASS-MARKET UNIT ECONOMICS—TIER 2 RETAIL CONSOLIDATES BY Q3 2025

THE SITUATION Meesho is targeting a \$6B (₹53,700 Cr) valuation for a December 2024 IPO, aiming to…

RBI-ECB TIPS LINK SLASHES REMITTANCE FEES 80%—LEGACY PROVIDERS LOSE EU-INDIA CORRIDOR BY 2027
21
Nov
2025
Posted in e-commerce Fintech Payments

RBI-ECB TIPS LINK SLASHES REMITTANCE FEES 80%—LEGACY PROVIDERS LOSE EU-INDIA CORRIDOR BY 2027

THE SITUATION The Reserve Bank of India (RBI) and NPCI International (NIPL) formally entered the “realisation phase”…

Stripe halts expansion into new geographies
21
Nov
2025
Posted in e-commerce Fintech Payments

STRIPE’S EXPANSION FREEZE SIGNALS PRE-IPO MARGIN DISCIPLINE—CROSS-BORDER GROWTH COSTS RISE IN 2026

THE SITUATION Stripe has officially halted expansion into new geographies as of late 2025. The company will…