In Episode 99 of This Week in Ecommerce, Mal Chia flies solo as Alex recovers—but there's no shortage of big headlines and big numbers. With Q2 earnings dropping across the tech giants, Mal breaks down what it all means for retailers and brand owners.
From Amazon’s surprise exit from Google Shopping to Shein’s €1M greenwashing fine, and the continued rise of retail media and AI-driven ad platforms, this episode is a crash course in what’s shaping e-commerce in Q3 and beyond.
Mal also revisits the Tigerlily x Seafolly comeback story, and gives a sharp, honest take on brand positioning, DNA, and why some brands should stop chasing "luxury" and get back to what made them great.
🔑 Key Topics:
🛒 Amazon Quietly Exits Google Shopping
Global pullback from Shopping ads = less competition for independents
More impressions, lower CPCs… but more pressure to differentiate
What this tells us about Amazon’s growing internal search power
🧾 Q2 Earnings Breakdown: Big Tech’s Big Bets
Amazon: $167B in revenue, $18B profit, ad business outpacing marketplace
Meta: 22% revenue growth driven by AI-powered ad tools (Advantage+)
Google: $96B revenue; search still strong despite GenAI threats
Klaviyo & Shopify: Enterprise focus and AI bets continue
🌏 Shein Fined for Greenwashing
€1M fine by Italian watchdog for vague/misleading sustainability claims
France’s fast fashion law could hit them harder—up to €190M
A sign that regulators are finally holding fast fashion accountable
👙 Tigerlily’s Relaunch Under Seafolly
Back to prints, brand DNA, and margin-sharing via backend ops
A case study in the dangers of “going premium” without positioning
Lessons from Riderwear and how brand dilution hurts growth
