VTEX NEWS / MARKET INTELLIGENCE
Commerce, decoded.
The stories, signals, and ideas shaping the next era of global commerce — curated for people building what comes next.
From suite to signal
The stories below translate the suite’s signals into context for the people building what comes next.
From suite to signal
The AI-Native Commerce Suite for CIOs and CEOs meets the market here: these stories translate the signals into context for the people building what comes next.
Coffee brand Orfeu grew e-commerce orders from 150 to 800 a day after a warehouse management system fixed its data and picking process. Read the source, then follow the signal across the market.
Read the story
AI search referral traffic to online retailers jumped from under 2% to near 10% in 2026, compressing and rerouting the e-commerce customer journey.
Read story
Buq Care's jump from R$4 million to R$20 million in sales shows why creator-led e-commerce brands need operations as strong as their influence.
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Six on-demand conversations from the VTEX channel. Select a card to watch without leaving the News Hub.
The briefing room
German e-commerce fell 2.2% in September but still grew 4.4% year over year, the only major channel still expanding.
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Cross-border e-commerce keeps growing, but tariffs, landed costs and after-sales risk decide where the imported-product price edge actually survives.
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AI adoption in e-commerce has outpaced management change; closing the gap needs reliable data, clear permissions and defined decision rights.
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Agentic commerce isn't winning at checkout yet, but AI agents are already lifting margins in back-office category management decisions.
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eBay's Q3 2026 revenue and GMV beat guidance, but Depop and acquisitions drove most of the buyer growth as margins compressed and layoffs followed.
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Coveo acquires Anglera to fix product data AI agents can't read, citing a 270% jump in AI-referred traffic in testing.
Read storyVoices from the desk
“The best market intelligence does not predict the future. It helps you notice the shift early.”
VTEX editorial desk / Daily signal
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