Editor-in-Chief: @DC360_Official | ecommerce, online retail, and B2B digital commerce news, research and data
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Joined April 2008
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Both brands would stay in place. What’s going to be the biggest obstacle? Challenges at the state level?
DoorDash made a $17 billion offer to acquire Instacart. Now, the two delivery giants are ready to make it happen.
The result could send waves through a growing market for online grocery delivery: digitalcommerce360.com/2026/…
🖖💔 I’ll never forget the feeling of knowing almost nothing about Star Trek and getting set up in the living room to see Encounter at Farpoint debut.
Thanks for that and everything that followed.
RIP
In lieu of flowers, memorial contributions may be made to:
Johns Hopkins Alzheimer’s Disease Research Center Fund
alzresearch.org/giving/
Alzheimer’s Foundation of America Caregiver Resources
alzfdn.org/donate/
Photo Credit: Tommy Garcia
Is there a comparable path by another retailer spinning off -- and getting acquired by -- its in-house platform like this?
David's Bridal wants its AI-powered Pearl platform to become its own public company.
In a newly announced plan, Pearl would eventually own the David's Bridal brand: digitalcommerce360.com/2026/…
Brian Warmoth retweeted
September sent the @rwbaird /Digital Commerce 360 Ecommerce Stock Index into negative territory. However, Commerce, Xometry and eBay all outperformed in a difficult month.
What was going on? Here's a quick breakdown,
Digital sales aren't Nike's only problem right now, but they're a big one:
Nike Digital sales took another hit in Q1, extending a series of declines.
A 28% drop in Great China added pressure to an already difficult situation. digitalcommerce360.com/artic…
Does an acquisition like Schneider's of PTC trigger regulatory hurdles that are going to be manageable across borders in the current environment? Or are there good reasons that this would be easy? apple.news/AxX5c-keASEakgFm9…
Retailers lagged. But August offered some oxygen to ecommerce tech and online marketplaces in our index:
The August 2026 results are in for the Baird/@DC360_Official E-commerce Index, which tracks the performance of leading public e-commerce companies across four sectors: online marketplaces, online retail, e-commerce technology and International. Learn more: bit.ly/3NtAZeO
Brian Warmoth retweeted
Best Buy's CEO addressed a pivotal point of AI inspiration earlier this year.
Now, the retailer's ambitions are starting to materialize with its new Ask Blue assistant and use of ChatGPT.
Really sad stuff. Josh Cassara was such a talent:
Josh's wife Martha confirmed the sad news of his death on his Instagram, and I encourage you to go there and tell them stories of how his work affected you, any interactions you had with him, or just sharing your favorite work of his. instagram.com/p/Ddo4YdwiY6Z/ (3/3)
Amazon's also got more to defend and more resources/in-house tech at its disposal than pretty much anyone else in North America.
AI agents are here, and retailers are picking sides: Amazon banned Meta’s Muse assistant, while Shopify welcomed it in, the first sign of battle lines being drawn in the way we spend money online.
semafor.com/article/09/22/20…
Can't say enough for the Home Depot episode of @AcquiredFM. My time is mostly in their ecommere/BOPIS biz, so getting the deep store lore was a trip.
Also this pod has become the thing my kid asks for in the car & he now sees Pat Farrah as a fashion icon: acquired.fm/episodes/home-de…
Brian Warmoth retweeted
What set Shopify and Wix apart in the latest results from the @rwbaird /Digital Commerce 360 Ecommerce Stock Index?
Despite challenges for online retailers, both tech and marketplaces lifted the overall index into positive territory at the end of August.
Brian Warmoth retweeted
Lowe's has shared quite a bit about how the home improvement retailer is using AI. These efforts extend to solutions for shoppers, Pro customers and Lowe's employees.
Moreover, Lowe's has an internal developer space, its AI Foundry, working on what comes next.
Brian Warmoth retweeted
Billy Collins was the U.S. poet laureate at the time of the 9/11 attacks.
He later wrote "The Names" in honor of the victims. to.pbs.org/3ZjjcOt
Brian Warmoth retweeted
The top online retailers getting the most help from AI referral traffic is changing in 2026.
But some patterns are emerging.
@scotwingo from @ReFiBuyAI walked through what shifted in Q2 results from Digital Commerce 360 and ReFiBuy's AI Commerce Rankings:
Brian Warmoth retweeted
Anthropic is making a targeted play in agentic commerce now, with agents designed specifically for ecommerce-related tasks.
Visa, Mastercard, Shopify and Accenture are all interested: digitalcommerce360.com/2026/…
