@dofornop
Global Commerce Practice Lead Partner/Managing Director Deloitte Digital B2B Commerce Leader B2C Commerce SME Keynote Speaker / Digital Transformation Alum: University of Waterloo https://linktr.ee/dofornop
"UPS' future is less e-commerce, more SMB, B2B and healthcare"
📦 UPS is shedding ~$5B in Amazon revenue and ~2M daily package volumes as Amazon insources short-distance shipments
📈 UPS expects revenue per package to increase 6.5% in 2026, building on an 8.3% YoY jump in Q4
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Looking forward to connecting at Shoptalk at the end of the month in Las Vegas. Be sure to stop by and say 'Hi'. 👋 our whole Deloitte Digital team will be out there all things commerce : Agentic / Personalization / B2C /B2B and more
"OpenAI drops plan for direct checkout inside ChatGPT"
🛑 OpenAI is halting direct in-chat purchases - users will now be redirected to third-party retailer
📉 Internal findings showed users browsed & compared products in ChatGPT but rarely completed purchases
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"The End of the Endless Aisle: The Paradox of Choice in Ecommerce"
🛒 74% of consumers abandoned carts because they felt overwhelmed by too much choice and content
🤖 AI-driven recommendation engines are projected to influence up to 35% of total ecommerce revenue by 2025
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"Amazon Haul Has Over 3,000 Sellers"
🛒 3,287 sellers now participate in Amazon Haul in the U.S., with 97.5% of low-price sellers operating from China or Hong Kong
💲 994 sellers average under $10 per item, 636 average $10–$15, & 424 average $15–$20
💰 Amazon Haul generates ~$2B GMV/yr
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"Lio raises $30M from Andreessen Horowitz and others to automate enterprise procurement"
🤖 Lio deploys AI agents that execute the entire procurement workflow from reading documents to negotiating terms to transactions
⏱️ Processes that previously took weeks are now completed in mins
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"Middle East war poses deepening risks for U.S. B2B ecommerce"
🛫 Major Gulf airports shut down, grounding thousands of flights and air cargo capacity
🚢 The Strait of Hormuz carries 25% of global seaborne oil and 20% of LNG
💰 Emergency surcharges hitting $4,000 per 40-foot container
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Amazon’s new AI experience helps sellers visualize and grow their business in real time—here's how it works
🤖 Sellers can create custom lifestyle backgrounds, enhanced product shots, and marketing visuals without traditional photo shoots
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“Tons of goods are stuck around the Middle East amid shipping and air chaos”
🚢 Military strikes on Iran have disrupted shipping through critical corridors like the Strait of Hormuz
✈️ About 18% of global air freight capacity has been removed due to Middle East airspace closures
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Enjoyed sitting down with Mark Brohan of @DC360_Official about our new b2b Commerce research:
"Deloitte Digital: B2B suppliers lag on agentic AI as ERP upgrades slow adoption"
➡️ Above is just one of the issues but historically b2b companies have always been behind in technology
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Great @DeloitteDigital B2B Commerce success:
“From time-consuming to value-adding: Transforming B2B commerce processes”
⏱️ A global B2B organization reduced manual processing time by up to 40% after modernizing its commerce
📊 The transformation improved order accuracy double-digit
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"New Report: By 2030, US B2C e-commerce sales will reach $1.8 trillion, accounting for 29% of total retail sales"
U.S. ecommerce will reach ~30% of total retail sales by 2030, continuing expansion
🏬 Stores remain critical for pickup, returns, and fulfillment, supporting omnichannel
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"TikTok Shop halts plan to end independent shipping for U.S. sellers after backlash"
🔄 Policy Reversal: TikTok has officially halted its plan to end independent "seller-fulfilled" shipping in the U.S.
🛑 Deadlines Cancelled
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“Reddit is testing a new AI search feature for shopping”
🤖 Reddit is testing an AI-powered shopping search tool that surfaces product recommendations directly from community conversations
🛒 The feature pulls insights from Reddit threads to deliver summarized recommendations
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thanks to @Digital Commerce 360 for covering our B2B Commerce Research:
“Deloitte: Digital maturity separates B2B ecommerce leaders from laggards”
📊 Only about 30% of B2B suppliers are considered digitally mature
💰 Digitally mature suppliers generate 2X faster
link to story: buff.ly/jU5mfbE
link to story: buff.ly/1DDtk2Z
“Supreme Court decision spurs rally in Amazon, Etsy and broader markets”
⚖️ The U.S. Supreme Court struck down President Trump’s sweeping tariffs,
📊 Amazon’s stock extended its winning streak with a ~2% gain, leading tech performance
🛍️ Etsy and eBay stocks benefited
#SupremeCourt #Ecommerce
Amazon and Shopify Are Now Half of U.S. E-Commerce
🛒 Amazon alone represents roughly 40%+ of U.S. online retail, maintaining its dominant marketplace position
🏪 Shopify merchants collectively now drive 10%+ of U.S. ecommerce, rivaling major retail chains
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"Amazon and OpenAI have discussed custom AI models for shopping"
🤝 Strategic Talks: Amazon has been in discussions with OpenAI regarding custom AI models designed to influence what shoppers ultimately add to their carts.
🛍️ Amazon’s native AI assistant, Rufus, reportedly powered $12B
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The top shopping app of 2025 is…
🥇 Whatnot ranked #1 among shopping apps in 2025
📈 541% year-over-year download growth for Whatnot
💰 Whatnot recorded $6 billion in GMV, up from $3 billion in 2024
📥 1.61M installs in November 2025 alone
⏱️ Users spend ~80 minutes a day on Whatnot
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True Fit Launches Agentic AI Shopping Experience Powered by 20 Years of Fit Data"
📊 Massive Data Scale: Powered by nearly 20 years of purchase and returns data, analyzing over $616 billion in transactions.
👥 Built on profiles from hundreds of millions of shoppers and 60M unique
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"ATRI Releases Annual List of Top 100 Truck Bottlenecks in the U.S."
🚛 ATRI’s 2026 list is based on 325M+ truck GPS data points, tracking congestion nationwide
🏆 The top bottlenecks include major freight hubs in Chicago, Houston, Atlanta, Nashville, and Los Angeles
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"January 2026 ecommerce trends: Early signals for 2026”
👢 Boots (winter, work, fashion, etc) made up 16% of all categorized purchases in January
👚 Women’s tops and blouses captured 3%, meaning those two categories are nearly 1 in 5 items sold
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"E-commerce Conversion Rate Statistics 2026: Latest Benchmarks"
📊 The average global ecommerce conversion rate ranges between 2%–4% across industries
📱 Mobile conversion rates are typically 30%–50% lower than desktop, despite higher traffic share
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“US Foods says AI ordering tools boost digital sales in Q4 2025”
📈 US Foods reported double-digit digital sales growth in Q4 2025, with digital representing over 60% of total sales
🤖 Its AI-powered ordering tools are now used by tens of thousands of restaurant customers
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“FedEx narrows e-commerce delivery focus to ‘specialized’ shipments”
📦 FedEx will dial back general B2C volume growth to low single-digits through 2029 to prioritize profitability
🏥 The carrier is targeting specialized, higher-margin verticals
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“AB InBev grows B2B marketplace BEES to massive scale”
📈 BEES generated $52.5B in gross merchandise value in 2025, up 12% YoY
📈 BEES Marketplace, enables retailers to purchase 3rd-party products , reached $3.5 billion in gross merchandise value, up 61% from 2024.
🏪
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Top 1.6% of Sellers Drive 50% of Amazon’s 3P GMV”
📊 The top 1.6% of Amazon’s active U.S. seller base generates 50% of third-party GMV
🧮 That’s 7,760 sellers producing half of Amazon’s estimated $300B in U.S. third-party GMV
📈 U.S. third-party GMV is about 68% of total U.S. GMV
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“Google makes Etsy and Wayfair items shoppable within agentic AI search”
🛒 Product listings now appear inside agentic AI results, shortening the path from discovery to checkout
🔍 The integration blends search, comparison, and purchase into a single conversational flow
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AI commerce move:
“Salesforce Signs Definitive Agreement to Acquire Cimulate”
🤝 Salesforce has signed a definitive agreement to acquire Cimulate, an AI-powered personalization and merchandising platform
🤖 Cimulate uses AI to help retailers deliver 1:1 product recommendations
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