E-Commerce

The Information’s reporting on e-commerce includes uncovering financials from the world’s biggest e-commerce companies, such as Amazon and Shein. Additionally, our team is leading the analysis of forays into e-commerce by various platforms, including ByteDance's TikTok, X and more.

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Recent Articles about E-Commerce
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Exclusive

TikTok Empowers Chinese Executives in Management Revamp

By Juro Osawa · Oct 23, 2025 5:52am PDT
TikTok is implementing drastic leadership changes that pull the video app closer to the orbit of its parent ByteDance, just as Washington and Beijing are on the cusp of reaching a deal over the app’s future in the U.S. TikTok’s global content and distribution partnership teams, both led by Western executives, will be moved under Fiona Zhi, a ... TikTok is implementing drastic leadership changes that pull the video app closer to the orbit of...
Art by Clark Miller
Opinion

Can AI Deliver What Shoppers Want?

By Li Haslett Chen · Oct 22, 2025 8:34am PDT · 4 comments
Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things. OpenAI joined the discourse when it announced that you can buy directly through ChatGPT via partnerships with Walmart, Shopify and Etsy—all powered by Stripe. They’re not alone. AI answer engine Perplexity launched one-click checkout with... Much of the rhetoric around commerce and AI imagines a revolution in how we find and buy things....
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Exclusive

TikTok Shop’s New Ad Policy Risks Alienating Merchants

By Ann Gehan · Oct 22, 2025 6:00am PDT
As TikTok readies itself for the expected sale of its U.S. business to a new venture controlled by American investors, the company is trying to boost its commerce business, TikTok Shop. But the measures it has taken risk alienating merchants who sell on the shopping service. TikTok Shop in recent weeks has begun pushing sellers to switch to a... As TikTok readies itself for the expected sale of its U.S. business to a new venture controlled...
Art by Clark Miller
The Big Read

E-Commerce Startups Are Back From the Dead

By Ann Gehan · Oct 10, 2025 9:24am PDT · 1 comment
Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà vu: Once again, there’s a whole nest of thriving e-commerce startups worth his attention. When I reached him a couple weeks ago, his firm, Lerer Hippeau, was just putting money into two of them: Elm Biosciences, a new skin care startup, and Stiller’s... Lately, venture capitalist Ben Lerer has found himself experiencing a bit of déjà...
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Exclusive

E-Commerce Startup Faire Targets $500 Million in Revenue

By Ann Gehan and Natasha Mascarenhas · Aug 25, 2025 6:00am PDT
In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of $12.6 billion, as the online marketplace benefited from a surge in internet sales during the pandemic. But after e-commerce growth cooled with waning Covid-19 restrictions, the company in late 2023 slashed its internal valuation to $5 billion, according... In 2022, Faire became one of the most highly priced e-commerce startups, with a valuation of...
Art by Clark Miller.
E-commerce

‘Everyone’s Desperate’: Consumer Startups Bet on Mobile Big Brother Billboards

By Ann Gehan · Nov 29, 2024 10:00am PST · 2 comments
When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an expansion push into America earlier this year, the company’s executives knew they needed to make a splash. Huel’s $200 million in annual revenue came from online sales mostly in Europe—in the U.S., it hoped to win over customers in... When Huel, a London-based startup that sells protein bars and powdered meals, was plotting an...