Shein Profits Halve, Amazon & Meta Rebuild Ad Buying With AI

Podcast: The Digital Commerce Daily · Marco & Klara

Opublikowano: 2026-09-30

Europe's parcel tax just produced its first hard numbers — and Shein's profits are down 50% in six months. Meanwhile Amazon and Meta are both racing to hand ad budget decisions to AI. Here's what that means for your business. In this episode: Shein's operating profit was cut in half in the first half of 2026 after the EU's new parcel tax on low-value shipments forced the ultra-low-cost retailer to raise prices, directly undermining its core competitive advantage in European markets. At its annual unBoxed conference, Amazon Ads launched Full-Funnel Campaigns and an upgraded DVA+ product, collapsing previously separate sp...